Create Files

You can create documents, presentations, and spreadsheets using Zoho Writer, Zoho Show and Zoho Sheet respectively.

To create a file:

1. Click the Documents tab.
2. Click Create.
3. From the menu, choose the type of file that you want to create.
4. Specify a name for the file.
   You will also see the folder that the file will be saved under.
5. Click the Change link to save the file in a different folder.
6. Click Create.
   A new file will be opened in Zoho Writer, Zoho Show, or Zoho Sheet based on the type of file that you are creating.

Attach Files from Documents Tab

Files uploaded under the Documents tab can be linked to multiple records as attachments.

To attach a file from the Documents tab:

1. Click open the record that you want to attach a file to.
2. Click the Documents link under Attachments.
3. Select the files that you want to attach from the pop-up.
4. Click Attach.
   The files will be attached to the record.

Note

• By clicking on the attachment, you can download the files attached to a record.
• Using the get Records API method when you retrieve records, the files attached from the Documents tab will not be downloaded.
• Using API, you cannot download the files that are attached from the Documents tab.
  

Delete Files

You can only delete a folder if you have the profile permission to delete a document folder. Upon deleting a folder, the files in it will also be deleted and moved to Trash.

To delete a file:

1. Click the Documents tab.
2. Click on the folder that you want to delete a file from.
3. Right-click on the file that you want to delete and click Move to Trash.
   
4. The deleted files will be listed under Trash.

Note

You cannot recover the files and folders that you delete from Trash under the Documents tab.

Other Functions

Listed below are set of other functions available for documents: