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.

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