Dragging and Dropping Data Using Smart Flow
Adding Attachments From Mail Detail to the Mail Composer
To add an attachment from the mail detail view to the Mail Composer:
Click the email with the attachment you want to share.
- Select the attachment and drag and drop it to the Mail Composer.
Attaching Emails as .eml Files in the Mail Composer
To attach emails as .eml file:
Select the email you want to attach.
Drag the email and drop it to the Mail Composer.
Sharing Files From Cliq to Mail
To share files from Cliq:
Choose the file you want to share.
Select the file and drag and drop it to the Mail Composer.
Note: The shared file will automatically appear as an attachment in the Mail Composer.Sharing Files From Mail to Cliq
To share files from Mail:
Choose the attachment you want to share.
Select the attachment and drag and drop it to the Cliq chat box.
Note: The attachment will be shared automatically with the user or group of users.Uploading Files to WorkDrive Widget
To upload a file to WorkDrive:
Drag the file you want to upload.
Drop it in the My Folders view.
Notes:
You can upload files from within Trident and from your system using drag and drop.
Adding WorkDrive Files as Email Attachments
To add files from the WorkDrive widget to email as attachments:
Drag the file you want to attach.
Drop it in the Mail Composer.
Sharing Files from WorkDrive Widget to Cliq
To share a WorkDrive file in a chat conversation:
Open the WorkDrive widget in Trident.
Select the file and drag and drop it to the Cliq chat box.
In the pop-up that appears, choose the access level you want to provide.
Click Share.
Notes:
To view the permission-related popup, go to the Cliq web app > Personalize > Privacy > Public Links and select View preview for all links.
In one-on-one conversations, you can grant the user one of the following permissions: View, View and Comment, Edit, or Share.
In group or channel conversations, you can share the file with all members of the respective group or channel.
Adding WorkDrive Files From Smart Mail as Attachments to the Mail Composer
To add WorkDrive Smart Mail files as attachments:
Click the file in the Mail detail view.
Drag the file and drop it in the Mail Composer.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Dragging and Dropping Data Using Smart Flow
In this article, we'll see how you can use the Smart Flow functionality to share data across various modules and integrated applications in Trident with a simple drag-and-drop action. Sharing Files From Cliq to Mail To share files from Cliq: Choose ...Exploring Smart Flow in Trident for Mac
The Smart Flow functionality in Trident helps you move data seamlessly across various Zoho applications in Trident through a quick and easy drag-and-drop action. You can drag and drop data elements between any endpoints in Trident and execute ...Exploring Smart Flow in Trident for Windows
The Smart Flow functionality in Trident helps you move data seamlessly across various Zoho applications in Trident through a quick and easy drag-and-drop action. You can drag and drop data elements between any endpoints in Trident and execute ...Executing Commands Using Smart Assistant
In this article, we'll see how you can use the Smart Assistant, a command-line utility to execute your desired actions across the entire Zoho ecosystem. Accessing the Smart Assistant You can invoke the Smart Assistant by clicking the Thunderbolt icon ...Executing Commands Using Smart Assistant
In this article, we'll see how you can use the Smart Assistant, a command-line utility to execute your desired actions across the entire Zoho ecosystem. Accessing the Smart Assistant You can invoke the Smart Assistant by clicking the Thunderbolt icon ...