Documents | Online Help | Zoho Projects mobile app

Documents

Access Documents 

  1. Select Projects from the bottom menu. 
  2. Click on a project.
  3. Select Documents.
All the documents of this project will be listed in this section.

Add new Documents 

  1. Click the icon at the top-right.
  2. Select a file.
  3. Click Save.

Switch View 

Documents can be viewed either in List view or Thumbnail view.
  1. Click at the top.
  2. Select List view or Thumbnail view.

Group and Sort  

This action first groups the documents and then sorts them within the group.
  1. Click the icon.
  2. Select the Group By and Sort By criteria.   

Search Documents  

Carry out a search for the documents using the  icon at the top.

More actions

Download documents 

  1. Click the  icon beside the document.  
  2. Select Download.

Upload new version

  1. Click the icon beside the document.
  2. Select Upload new version.
 

      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 FormsLegalMobile App
                              Form DesignerHRMobile 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 FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      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

                                                                                                                        • Settings

                                                                                                                          User details The User Details section displays the user image, along with the Name, Email, and Last signed in details. Click Edit to update the user image. When you edit or update the user image from this page, the changes will be reflected in all ...
                                                                                                                        • Documents

                                                                                                                          Access Documents Click the hamburger icon at the top-left corner. Select Projects. Choose a project and select Documents. Add New Documents Click at the bottom-right corner. In the Select file field, choose the required file source and then select a ...
                                                                                                                        • Introduction to Projects

                                                                                                                          You can view all projects within the a selected portal from the Projects module in the mobile app. Grouped projects will be listed first, and ungrouped projects will follow. View Projects View your active projects or archived projects by selecting ...
                                                                                                                        • Projects - Introduction

                                                                                                                          Projects - Introduction All projects in the portal will be listed in this module. Click the project name to have a detailed look at each project. Project views List view Thumbnail view Switch view Click the hamburger icon at the top-left corner. ...
                                                                                                                        • Installation & Login

                                                                                                                          Prerequisites to install the app Requires Android 6.0 A Google account Install Zoho Projects on your Android device Open the Play Store app on your Android. In the search bar, type Zoho Projects and tap on the Zoho Projects app from the search ...
                                                                                                                          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