Zoho Cliq - WorkDrive Integration

Zoho Cliq - WorkDrive Integration

Zoho Cliq's integration with WorkDrive unlocks flexible collaboration with your peers. You can now quickly share files from WorkDrive in Cliq conversations and channels, and set the required permissions.

Here’s what you can do to collaborate quickly on Cliq with the power of WorkDrive behind it:

Share files to an individual user

  1. From Zoho Cliq, look up for a user using the search bar or from your current conversations and then select the conversation.
  2. Select the Upload Files icon next to the message field at the bottom.
  3. Select Share from WorkDrive



  4. Search for and select the file you wish to share and click Pick.



    A Link settings window will pop up where you can set permission for the file. Under Who can access, you can choose the required permission:

    1. Personal: Share the file with the individual user with the View permission.

    2. Members with access permission in WorkDrive: This option follows the current permission available in WorkDrive. Users who already have access can collaborate on the file, while other users will not be able to access it.

    3. Members of {org/team} in WorkDrive: This option makes the link  accessible to anyone in your organization/team. If selected, you will be able to set the permission as View, View and comment, or Edit.

    4. Anyone on the internet: This option makes the link accessible to anyone on the internet with View permission.

  5. Click Apply.
  6. Add a comment if required, then click Share.

Share files to a Cliq channel

  1. Search for the channel you wish to send the file to on Zoho Cliq.
  2. Select the Upload Files icon next to the message field at the bottom.
  3. Select Share from WorkDrive.



  4. Search for and select the file you wish to share and click Pick.

    A Link settings window will pop up where you can set permission for the file.



    Under Who can access, can choose the required permission from the following:

    1. Members with access permission in WorkDrive: This option follows the current permission available in WorkDrive. Users who already have access can collaborate on the file, while other users will not be able to access it.

    2. Members of {org/team} in WorkDrive: This option makes the link accessible to anyone in your organization/team. If selected, you will be able to set the permission as View, View and comment, or Edit.

    3. Anyone on the internet: This option makes the link accessible to anyone on the internet with the View permission.

  5. Toggle ON 'Provide permission to members who have access to the channel' to allow all channel members to access the file with the View permission.
  6. Click Apply.
  7. Add a comment if required, then click Share.
  1. Similar to channels, you can also share files from WorkDrive in Group chats.
  2. If any member joins the channel or group chat, they will also have access to the shared files. 
  3. If any member leaves the channel or group chat, they will lose access to the shared files.
  4. If a user already has a higher permission on a file in WorkDrive, the higher permission will take precedence. 
  5. Similarly, if you change the user’s permission on WorkDrive after sharing the file, the change will be reflected on Cliq too.
  6. You currently cannot share folders from WorkDrive.

    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









                                      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 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 ...
                                                                                                        • Zoho Connect - WorkDrive Integration

                                                                                                          Zoho WorkDrive is a content collaboration platform for individuals or teams to store, share, and manage files in one place. Zoho Connect, a business communication tool, helps the entire organization to share ideas, hold real-time discussions, and ...
                                                                                                        • Bigin - WorkDrive Integration

                                                                                                          Businesses require you to exchange files with clients for various purposes. Confidentiality of the clients' documents is the utmost priority for any business. The File Cabinet topping in Bigin, powered by WorkDrive, helps you to send and receive ...
                                                                                                        • 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 ...
                                                                                                        • How to use the WorkDrive for Gmail Add-on

                                                                                                          The WorkDrive for Gmail add-on will help you increase your productivity in the following ways: Saving email attachments to your WorkDrive account Sharing WorkDrive files or folders via email Save email attachments to your WorkDrive account You don't ...
                                                                                                          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