Manage Files | Online Help | Zoho Projects

Manage Files

Organize Files

  1. Navigate to your project and click Documents from the top band.
  2. Click  in the upper right corner of the page to view files by Thumbnail, List and Compact.
  3. Click   to sort files by Name, Last Modified, and Time Created.
  4. Click   to filter by All, Folders, My Drafts, Documents, Spreadsheets, Presentations, PDF, Images, Audio, and Videos.
  5. Click on a file to open and click  in the right panel to view its details.
  6. Click  in the right panel to add comments.

 File Operations 

  1. Zoho Projects allows multiple operations on your files. Right-click on the file, then click:
  1. Open to directly access the file's contents.
  2. Open With to launch the file using a specific desktop application.
  3. Preview to quickly view the file without opening it fully.
  4. Properties to display detailed information about the file, including its creation date, modification date, and owner.
  5. Share to grant access to the file by adding members and assigning permissions.
  6. New Embed Code to generate an copyable embed code to integrate the file within a website or other platform.
  7. New Download Link to create a shareable link for downloading the file. Enter a descriptive name for easy reference. Set a limit on the number of times the link can be used. Specify a date after which the link will no longer be valid.
  8. Share to Support to share the file with the Zoho WorkDrive support team for assistance.
  9. Add Comment to leave a comment on the file, using @name to mention specific individuals.
  10. Upload New Version to replace the current file with a new version, providing version notes for tracking changes.
  11. This uploads the latest version of the file with its new version number. If the previous version is 1.0, the latest one is stored as 1.1 to allow further changes in this version. You can move the file to the main version 2.0 when there are no more changes.
  12. Check Out to claim the file for exclusive editing temporarily. You can download, view, or close the file after checking out.
  13. Once you are done with your editing, you can click Check-In to check in the file. When you have checked out a file, other shared users will only be able to view the previous file version and not your version until you check in. Checked out files will have a lock symbol.
  14. Add to Favorites to pin the file to your favorites list for quick access.
  15. Label As to categorize and organize the file using labels.
  16. Copy To to create a copy of the file in another folder within the project.
  17. Rename to modify the file's name.
  18. Move To to relocate the file to another folder within the project.
  19. Download to download the file to your local device.
  20. Move to Trash to delete the file from the project.

 Bulk Updates 

  1. Hover over the file, select the files and
    1. Click to copy file links to clipboard
    2. Click to download files to local device.
    3. Click  for more bulk actions.

More Reads


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now




                                                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                    Manage your brands on social media


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        Zoho Sheet Resources

                                                                         

                                                                            Zoho Forms Resources


                                                                              Secure your business
                                                                              communication with Zoho Mail


                                                                              Mail on the move with
                                                                              Zoho Mail mobile application

                                                                                Stay on top of your schedule
                                                                                at all times


                                                                                Carry your calendar with you
                                                                                Anytime, anywhere




                                                                                      Zoho Sign Resources

                                                                                        Sign, Paperless!

                                                                                        Sign and send business documents on the go!

                                                                                        Get Started Now




                                                                                                Zoho TeamInbox Resources





                                                                                                          Zoho DataPrep Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                • Related Articles

                                                                                                                                • Upload Files

                                                                                                                                  Upload Files From Desktop or Cloud Zoho Projects allows you to browse and upload your files from your personal desktop and cloud services, such as Google Drive. You can upload any file type, such as *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, ...
                                                                                                                                • Share Files

                                                                                                                                  Share files with your friends inside or outside the project portal. Only the Portal Owner and users with the Admin profile can share files in Zoho Projects. Benefits Share files with users in your portal Generate protected links to share files with ...
                                                                                                                                • Create Files

                                                                                                                                  Create Documents Select Projects from the left navigation panel. Navigate to your project and select Documents from the top band. Click New in the upper-right corner. Hover over Zoho Writer and choose Blank Document to create without a template, or ...
                                                                                                                                • Manage Folders

                                                                                                                                  Organize Folders Organize your project files based on a category. You can group all your marketing collateral in a folder and sales documents in another folder, so that it's easy to pick out. You can add, edit, and delete folders in Zoho Projects. ...
                                                                                                                                • Manage Issues

                                                                                                                                  Import Issues Zoho Projects allows you to import issues from other issue trackers into Zoho Projects. However, before importing into Zoho Projects, you must first export the data from the other issue tracking system in the desired file format and ...
                                                                                                                                  Wherever you are is as good as
                                                                                                                                  your workplace

                                                                                                                                    Resources

                                                                                                                                    Videos

                                                                                                                                    Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                    eBooks

                                                                                                                                    Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                    Webinars

                                                                                                                                    Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                    CRM Tips

                                                                                                                                    Make the most of Zoho CRM with these useful tips.



                                                                                                                                      Zoho Show Resources