Viewing and Actioning on Zoho WorkDrive Smart Mails

Viewing and Actioning on Zoho WorkDrive Smart Mails

In this article, we'll see how the Smart Mail functionality in Trident enables you to access live data from Zoho WorkDrive to take data-centric actions through email notifications triggered from WorkDrive.

Viewing WorkDrive Smart Mails  

To view a WorkDrive smart mail in the Live Data view:

  1. Click open the email notification.

  1. Switch to the WorkDrive Live Data view in the top-right corner of the email detail view.

 


   WorkDrive Applications 

 

Writer

Collaborate with your teammates in real-time and create elevated and inspiring documents.

Sheet

Create spreadsheets your teams can easily collaborate on and make data handling easier and more effective.

Show

Design slides and collaborate with your team to deliver visually engaging presentation.

 

Previewing Writer, Sheet, and Show Documents  

You can preview Writer, Sheet, and Show documents from your mailbox in the Live Data view. The document can be opened either as a preview or in the browser.

To preview the document:

 

  1. Click Preview in the bottom-right corner.



NotesNote: You can only preview the file in the viewer, you cannot make any real-time updates or modifications.

To open the document in the browser:

 

  1. Click the drop-down icon next to the Preview button.

  2. Click Open in the drop-down menu.

 

NotesNote: When you open the document in your browser, you'll be redirected to the web application. 

Downloading a WorkDrive Document 

To download a document, click the Download button present below the document preview.

 

Notes

Note: Upon clicking Download, the document will automatically be downloaded to your local device.


Sharing a WorkDrive Document 

To share a WorkDrive document:

 

  1. Click the Share button.

  1. Search for the contact you wish to share the document with.

  1. Select the required file viewing permission you want to provide.

  2. Click Share.

 

Favoriting a WorkDrive Document 

To make a document as favorite, click the Star  icon next to the title of the document.



Commenting on a WorkDrive Document 

To comment on a document:

 

  1. Scroll to the bottom of the WorkDrive Live Data View.

  1. Enter the comment in the text box.

  1. Click Post.