How to use the Zoho WorkDrive for Microsoft Office Add-on

How to use the WorkDrive for Microsoft Office Add-on

With the WorkDrive for Office add-on, a user can do the following:
  1. Save MS Office files (from desktop) to Zoho WorkDrive (web)
  2. Open and edit MS Office files from Zoho WorkDrive (web) via the Office add-on (from desktop)
  1. Supported files:

    Document file formats: .docx, .docm, .dotx, .dotm, .mht, .mhtml, .htm, .html, .rtf, .xml, and .odt
    Spreadsheet file formats: .xlsx, .xlsm, .xlsb, .xltx, .xltm, and .ods
    Presentation file formats: .pptx, .pptm, .potx, .potm, .ppsx, .ppsm, and .odp

  2. You cannot open, edit, or save Zoho format files (Writer, Sheet, or Show) via the WorkDrive for Microsoft Office add-on.

Save MS Office files (from desktop) to Zoho WorkDrive (web)

1. Open an MS Office file from your computer.
2. Click the ZOHO WORKDRIVE menu on the top.



3. Click Save to WorkDrive from the File menu.
A new window will open.



4. Open your My Folders or a Team Folder in the left pane.
5. Open a sub-folder, if needed, and click SAVE .
You can also create a new folder to save the file.

Only the Team Folders where you have permission to add files ( editor role or above ) will be listed.
Folders shared with you by your team members will not be listed.

6. Similarly, click Save to WorkDrive on the File menu to save all further changes on the file to WorkDrive.
Alternatively, you can press  Ctl+S in your keyboard to save the changes to WorkDrive.

7. Click Check Out  in the File menu to prevent other team members from uploading new versions to the file via the add-on or from the web app.

You can click Check In to let other team members upload new versions of the file.

Once you close the file in your system, by default, other members will be able to edit the file (i.e. upload new versions to the file).

  1. If file extension is not given while saving the files to Zoho WorkDrive, the files will be saved in MS Office native file formats, i.e., .docx, .pptx, or .xlsx.

    Check all the supported file formats above.


  2. If the new file you save matches an existing file in the web, you can either overwrite the file on the web app with the content on the local file as a new version, or keep it as a separate file.

    In general, if you select "update existing", the file will be uploaded as a top version over the already existing file. However,
    if you don't have the edit permission on the already existing file, you can't upload a new version to it. In that case, you can only keep your file as separate.

Open and edit MS Office files from Zoho WorkDrive (web) via the Office add-on (from desktop)

1. Open MS Office Word, Excel, or PowerPoint.
2. Click Open Other Documents in the bottom-left pane.
The Open window will open.

3. Click Zoho WorkDrive .
4. Click Open .
The Open from Zoho WorkDrive window will open.



5. Select a team if you are part of multiple teams.
6. Open your My Folders or a Team Folder in the left pane.

  1. Only the Team Folders where you have the permission to edit files (editor role or above) will be listed.
  2. Files and folders shared with you by your team members will not be listed.

7. Open a sub-folder, if needed.
8. Select a file, then click OPEN .
9. After you make changes to the file, press  Ctrl+S or click Save to WorkDrive .

  1. You can only select one file at a time in WorkDrive to open via the add-on.

  2. When a user opens a WorkDrive file via the add-on, the top version of the file will automatically be locked (checked out) in the web restricting all other team users from editing the same file. Once you close the file, it will be checked in on the web to allow other users to edit.

  3. When a user has checked out a file (on the web), other users cannot save changes to the file via the MS Office add-on (in the system) until the file is checked back in again.

  4. Whenever you try to save changes to WorkDrive web via the add-on, the file version will be checked against the web, and if a newer version is available on the web, you will get an option to replace your version with the web version, or upload your version as a top version.

Other actions you can do using the add-on

Save as new files

1. Click Save as new .
The Save to Zoho WorkDrive window will open.

2. Open your My Folders or a Team Folder in the left pane.
3. Open a sub-folder, if needed.
4. Enter a different file name, if needed.
5. Click SAVE .

Rename files

1. Click Rename .
2. Enter a new name to the file, then click Rename .

Only MS Office files ( .docx, .pptx, and .xlsx ) in WorkDrive will be visible via the add-on. You will only be able to perform these actions: open, edit, rename, and save.

Change account
 
1. Click the Zoho WorkDrive menu on the top.
2. Click Settings .
A new window will open. By default, the  Accounts menu will be displayed.

3. Under Member Details, click Log out .
4. Click Log in and and enter the account credentials of a different user.

Troubleshooting

Send logs

If you have any trouble using the add-on, you can report your issue from within the add-on by sending logs.

To send logs:

1. Click the Zoho WorkDrive menu on the top.
2. Click Settings .
A new window will open. By default, the Accounts menu will be displayed.

3. Click the Troubleshoot menu.



4. Choose a logging level.

By default, the INFO logging level will be set. This level will record your activities in the add-on on a basic level.
If you want to record logs in details, you can set the logging level to DEBUG .

5. Click Report Issue .
A new Report Issue window will open. Date and time will be captured automatically on the top.

6. Describe the issue in the given space.
The location of the file will be provided under Upload Files.

7. Click Add more files to upload more files, if needed.
8. Click Send .

You can only report your issue from within the add-on if you are signed in to the add-on. Otherwise, you can write an email to our WorkDrive support team.

WorkDrive support info:
  1. EU region: support@eu.zohoworkdrive.com
  2. All other regions: support@zohoworkdrive.com

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            





                              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

                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                      Zoho Marketing Automation

                                        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 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

                                                                                                • WorkDrive for Microsoft Office Add-on - Installation Guide

                                                                                                  Supported MS Office Apps: MS Word, MS Excel, and MS PowerPoint. Supported MS Office versions: Microsoft® Office Version 2013 and later. Supported OS: Windows only (versions - 7, 7 professional, 8, 8.1, 10, and 11) The WorkDrive for Microsoft Office ...
                                                                                                • Migrate from OneDrive to Zoho WorkDrive

                                                                                                  If you want to migrate your data from OneDrive (Microsoft 365 Business Standard plan) to Zoho WorkDrive, you can make use of our built-in migration tool. We only support migration for Microsoft 365 Business Standard plan. No other OneDrive plans are ...
                                                                                                • WorkDrive for Gmail Add-on - Installation Guide

                                                                                                  Gmail personal users can install the add-on directly from the Google Workspace Marketplace. For Google Workspace users (formerly G Suite), Admins can either install the WorkDrive for Gmail add-on for their team or allow users to install it ...
                                                                                                • Import users from Microsoft 365 to WorkDrive

                                                                                                  The Zoho WorkDrive application in Azure Marketplace will help you import users from Microsoft 365 directly into your Zoho WorkDrive account. Steps to import users from Microsoft account to WorkDrive: Sign in to your Zoho account using the "Sign in ...
                                                                                                • WorkDrive Essentials plan for teams

                                                                                                  Zoho WorkDrive is an online file management and collaboration platform for teams and individuals. WorkDrive is available as a standalone product as well as part of various app bundles, such as Zoho One, Workplace, Remotely, and Zillum. WorkDrive's ...
                                                                                                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