Getting Started for Individual users

Getting Started for Individual Users

Zoho WorkDrive allows you to store your files, and collaborate securely on the cloud. You can easily create documents, spreadsheets, and presentations using Zoho's built-in office suite (Writer, Sheet, and Show).

Info
WorkDrive Individual Plan - Free

Storage
 -  5GB

Website
https://www.zoho.com/workdrive/individual-plan.html  

Built-in Zoho office suite



Easily create and edit documents, spreadsheets, and presentations using the built-in Zoho office suite: Writer, Sheet, and Show.

Create a new file
  1. Navigate to the left pane, then click My Folders.
  2. Click the + New button in the top menu bar.
  3. Select the type of file you want to create (document, spreadsheet, or presentation).
Notes
  1. Storage for Writer, Sheet, and Show files in WorkDrive is free.
  2. WorkDrive supports templates for Writer and Sheet files. Learn how to save a file as a template and use a template to create files.
  3. Download and install the WorkDrive Genie app to open and edit your WorkDrive files on the web with your default desktop applications.
Info
From 6th August 2021, all new  signups to Writer, Sheet, and Show will be mapped automatically to the WorkDrive's Individual plan, and any files created via these apps will be stored in WorkDrive.

Zoho WorkDrive is the successor of Zoho Docs. If you are an existing individual user of Zoho Docs, we will soon provide an option to migrate your personal data from Docs to WorkDrive.

Upload files from your desktop

Simply drag and drop files from your computer to upload them to your WorkDrive account.
  1. You can upload a file up to 1GB in size.
  2. Upload files in different formats (such as .docx, .pptx, or .xlsx format) and convert them to Zoho format (using Writer, Sheet, or Show) for editing.
  3. WorkDrive supports preview for 220+ file formats, including images, videos, PDFs, and developer files.
Info
Import from cloud
Easily import files from other cloud storage services to your WorkDrive account. You can import from Google Drive, Box, Dropbox, OneDrive, and Evernote. Learn how to import from cloud
Idea
Labels help you to easily identify files and folders across different locations. Learn how to add and manage labels

Share files and folders

Share files and folders with users via their email addresses or share links and work together—any time, from anywhere.

Share a file or folder with specific users (using email addresses)


  1. Select a file or folder in My Folders and click the share icon in the top actions bar.
  2. Enter the users' email addresses and assign an access level.
  3. Add a personal message if needed.
  4. Click Share.
Users will be notified about this shared file via email.

Info
Permissions for files include:
View - Collaborators can only view and download the file.
View and comment - Collaborators can only view and add comments to the file, but can't edit it.
Edit field values (Only for Zoho Writer files) - Collaborators can view the file and fill in the fields assigned to them.
Edit - Collaborators can edit and add comments to the file.

Permissions for folders include:
View - Collaborators can only view and download the files inside the folder.
View and comment - Collaborators can view and add comments to files inside the folder.
Edit - Collaborators can create, edit, and add comments to files inside the folder.
Notes
Share Limitations
  1. Individual users can share to a maximum of 50 unique email addresses.
Note: There is no limit on the number of files and folders a user can share with other users in WorkDrive.

Share a file or folder with anyone on the internet (using share links)


  1. Select a file or folder in My Folders and click the share icon in the top actions bar.
  2. Click Change Visibility next to Permalink in the share dialog box.
  3. By default, Collaborators will be selected. Select Anyone on internet, then click SAVE.
  4. Click Copy to copy the link, then share it with external users via email, group chat, social networking sites, or even public web pages.
Info
Only view permission (view and download) can bet set for files and folders shared with anyone on the internet.
Notes
  1. Also read how to create download links and embed codes.
  2. Custom external share links are not supported for individual plan users. They are only supported for team plans. Learn more about custom external share links.
Simply search using the file name, the folder name, or the author's name. You can also search using a keyword related to the content of the file. Apply filters to further narrow down your search results based on location, file type, and date. Learn more

Notes
WorkDrive also supports searching text ( Optical Character Recognition) and objects ( Object Detection) in images.

Delete and restore files and folders

Delete files and folders that are no longer needed.

Move to Trash
  1. Navigate to the left pane and click My Folders.
  2. Select the required files and folders, then click the more actions icon at the top.
  3. Select Move to Trash from the dropdown.
Restore
  1. Navigate to the left pane and click Trash.
  2. Select the required files and folders, then click Restore at the top.
Delete permanently
  1. Navigate to the left pane and click Trash.
  2. Select the required files and folders, then click Delete at the top.
  3. In the confirmation dialog, click DELETE.
Info
Files and folders in Trash will remain there forever until you permanently delete them from your account. Items in Trash will still take up your account storage.

Other Features


The WorkDrive for Gmail add-on helps you in:
  1. Saving email attachments to your WorkDrive account
  2. Sharing WorkDrive files or folders via email

Supported Languages

WorkDrive web and mobile apps support 40 languages, including Chinese, German, French, and Arabic. See all languages WorkDrive supports.




Download WorkDrive apps

Desktop apps
  1. WorkDrive Sync
  2. WorkDrive TrueSync
  3. WorkDrive Genie
Mobile apps
  1. Android
  2. iOS


Please feel free to contact WorkDrive support if you have any questions:

For all the latest features and updates, visit our What's New page
WorkDrive website: www.zoho.com/workdrive


Also read:

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