How to use the Zoho WorkDrive add-in for Microsoft Outlook

How to use the Zoho WorkDrive add-in for Microsoft Outlook

Zoho WorkDrive add-in for Microsoft Outlook helps you save time and boost productivity by letting you:
  1. Save email attachments directly to WorkDrive.
  2. Save a copy of your Outlook email in .eml file format.
  3. Share WorkDrive files as share links in email conversations.

Save email attachments directly to WorkDrive

You don't have to download your Outlook attachments anymore to upload them to your WorkDrive account. Instead, you can now save the attachments directly to your WorkDrive account by using the WorkDrive add-in.
  1. Open any email that has attachments in your Outlook account.
  2. Click on the Apps icon located at the top of your email. This will open the pop-up window where all your installed add-ins will be listed.



  3. Click Zoho WorkDrive for Email add-in from the list. This will open the collapsible WorkDrive window on the right.

    Note: If required, you can pin the WorkDrive window on the right by clicking the Pin  icon at the top of the WorkDrive window. With this, you can switch between multiple emails and save attachments more easily.

  4. Select the attachments you want to save in WorkDrive and click Save attachments
    If you want to save all attachments at once, click the Select all icon next to File name and click Save all.



  5. Choose a destination WorkDrive location where you want to save these attachments and click Save attachments in WorkDrive.
    On the next screen, you will be notified when the files are successfully uploaded to your WorkDrive account.

Save a copy of your Outlook email in .eml file format

Users can now save an entire email content as a copy to WorkDrive in EML (Electronic Mail Format) file format. This way, you can have a backup of important emails and preview them right from WorkDrive whenever you need them.
  1. Select any email and click on the Apps icon located at the top of your email. This will open the pop-up window where all your installed add-ins will be listed.
  2. Click Zoho WorkDrive for Email add-in from the list. This will open the collapsible WorkDrive window on the right.
  3. In the WorkDrive window, choose Save Email as .EML file option.



  4. Select a WorkDrive folder to which the EML file should be uploaded.
  5. Click Save. The selected email will be uploaded as an EML file in WorkDrive.
Notes:
  1. An EML file will contain the email content along with the details, such as subject, sender email address, recipient email address, date and time of the email, and attachments (if any).
  2. Currently, you cannot download attachments in an EML file from the WorkDrive preview. Only the file name will be available for reference.

Share WorkDrive files via Outlook

The WorkDrive add-in for Outlook lets you share WorkDrive files as secure links so you can attach files of any size.
  1. Click the New mail button in the top-left corner. The New mail dialog box will open on the right.
  2. Click on the Apps icon located at the top of your email. This will open the pop-up window where all your installed add-ins will be listed.
  3. Click Zoho WorkDrive for Email add-in from the list. This will open the collapsible WorkDrive window on the right.
  4. In the WorkDrive window, select the files you want to share and click Share items to Microsoft Outlook.
  5. Choose the appropriate share permission for the file or folder and attach the link. The available share permissions for a file or folder are:
    1. Members with access permission in WorkDrive.
    2. Members of your team in WorkDrive (View/Comment/Edit).
    3. Anyone on internet (View only).
  6. You'll see the attached file or folder permalink(s) in the body of your email.



Notes:
  1. If you add a new user to the email thread, the shared links in past conversations can only be accessed if they've required access permissions.
  2. If a user already has a higher permission on a file in WorkDrive, the higher permission will take precedence.
  3. If you change a user's access permission in Outlook, the change will also be reflected in the WorkDrive web app and Cliq app.
  4. Links shared in emails can be stored and accessed even if the email is deleted or trashed.

For Outlook older version

To save email attachments directly to WorkDrive

  1. Open any email that has attachments in your Outlook account.
  2. Click the More actions (...) icon at the top of the email window and select the Zoho WorkDrive for Email add-in from the dropdown. This will open the collapsible WorkDrive window on the right.

    Note: If required, you can pin the WorkDrive window on the right by clicking the Pin  icon at the top of the WorkDrive window. With this, you can switch between multiple emails and save attachments more easily.

  3. Select the attachments you want to save in WorkDrive and click Save attachments
    If you want to save all attachments at once, click the Select all icon next to File name and click Save all attachments.

  4. Choose a destination WorkDrive location where you want to save these attachments and click Save attachments in WorkDrive.
  5. On the next screen, you will be notified when the files are successfully uploaded to your WorkDrive account.

To save a copy of your Outlook email in .eml file format

  1. Select an email that you want to save to WorkDrive in .eml file format.
  2. Click the More actions (...) icon at the top of the email window and select the Zoho WorkDrive for Email add-in from the dropdown. This will open the collapsible WorkDrive window on the right.
  3. In the WorkDrive window, choose Save Email as .EML file option.
  4. Select a WorkDrive folder to which the EML file should be uploaded.
  5. Click Save. The selected email will be uploaded as an EML file in WorkDrive.
Notes:
  1. An EML file will contain the email content along with the details, such as subject, sender email address, recipient email address, date and time of the email, and attachments (if any).
  2. Currently, you cannot download attachments in an EML file from the WorkDrive preview. Only the file name will be available for reference.

To share WorkDrive files via Outlook

  1. Click the New email button in the top-left corner. The New email dialog box will open on the right.
  2. Click the More options (...) icon at the bottom of the New email window and select the Zoho WorkDrive for Email add-in from the dropdown. This will open the collapsible WorkDrive window on the right.
  3. In the WorkDrive window, select the files you want to share and click Share item(s) to Microsoft Outlook.
  4. Choose the appropriate share permission for the file or folder and attach the link. The available share permissions for a file or folder are:
    1. Members with access permission in WorkDrive.
    2. Members of your team in WorkDrive (View/Comment/Edit).
    3. Anyone on internet (View only).
  5. You'll see the attached file or folder permalink(s) in the body of your email.
Notes:
  1. If you add a new user to the email thread, the shared links in past conversations can only be accessed if they've required access permissions.
  2. If a user already has a higher permission on a file in WorkDrive, the higher permission will take precedence.
  3. If you change a user's access permission in Outlook, the change will also be reflected in the WorkDrive web app and Cliq app.
  4. Links shared in emails can be stored and accessed even if the email is deleted or trashed.

Also read:
  1. Zoho WorkDrive add-in for Microsoft Outlook
  2. How to use and manage add-ins in Microsoft Outlook

    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 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





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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

                                                                                                              • Zoho WorkDrive add-in for Microsoft Outlook

                                                                                                                The Zoho WorkDrive add-in for Microsoft Outlook helps you save time and boost productivity by sharing WorkDrive files and saving attachments from your inbox to WorkDrive—right from within the Outlook app. Prerequisites Outlook account: Microsoft ...
                                                                                                              • 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 ...
                                                                                                              • Migrate from OneDrive to Zoho WorkDrive

                                                                                                                With Zoho WorkDrive's advanced file management and collaboration features, teams can work together more efficiently. If you want to migrate your data from Microsoft OneDrive to Zoho WorkDrive, you can make use of our built-in migration tool. ...
                                                                                                              • Zoho Mail - WorkDrive Integration

                                                                                                                Zoho WorkDrive’s integration for Zoho Mail unlocks access to your WorkDrive storage in four ways: Insert files from WorkDrive WorkDrive's picker component in Zoho Mail allows the users to insert files from their WorkDrive account as an email ...
                                                                                                                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