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 work together.
Zoho WorkDrive’s integration for Zoho Connect unlocks access to your WorkDrive storage in two ways:
- By inserting files from WorkDrive within Zoho Connect.
- By adding files directly to the WorkDrive storage from Connect.
Insert files from WorkDrive within Zoho Connect
Users are allowed to pick files from WorkDrive within Zoho Connect. In this case, the files will be inserted as links and the properties of the link, and
the data can be accessed by the users depending on the sharing permissions chosen during the publish.
When a file is attached as a link, the team members and external users will only have access to the latest version.
To insert files from WorkDrive in Connect:
- At the top of your My Feeds page in Zoho Connect, click on the rich text editor to make a Post.
- Click the paper clip icon below the editor. The File Picker page will open.
-
Click on the Zoho WorkDrive tab at the top to access your WorkDrive storage.
- Select the required files from your WorkDrive account, and click Pick at the bottom.
- A pop-up box carrying three options on who can access the files you are about to share to the Connect post will appear:
-
Member with access permission in Zoho WorkDrive - Users who have existing permission to access the file can only access the file when you share the file in the Connect post.
-
Members of the same team in Zoho WorkDrive - Only the members of the same team can access the file. In this case, you will have to choose one of the following file access levels: View, Edit' or View and Comment.
-
Anyone on internet - Everyone who can access this Connect post will have full access to the file.
Add files to WorkDrive from Zoho Connect
Users are able to save the attachment files from any Connect conversations directly to their WorkDrive storage.
To add files to WorkDrive from Zoho Connect:
-
Log in to your Zoho Connect account.
- Go to the Attachment viewer on any Connect post, and locate the attachment you want to add to your WorkDrive account.
- Click the More options icon.
- Click Add to Cloud to open the File Uploader page.
- In the Zoho WorkDrive tab, select the destination folder to add the file.
- Click Add at the bottom to save the file to your WorkDrive account.
Only members with Admin, Organizer, and Editor roles can add files from Zoho Connect to a WorkDrive Team folder.
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:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 ...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 ...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 ...Zoho CRM - WorkDrive Integration
WorkDrive serves as the central repository of all your files, enabling you to manage your files better. Zoho CRM is tightly integrated with WorkDrive. The Documents tab in CRM is powered by WorkDrive (previously by Docs). Any files and folders you ...WorkDrive TrueSync - Release Notes
Download the latest TrueSync app (Windows & Mac OS) Both Windows and macOS components have been upgraded to ensure compatibility with the latest security standards and OS requirements. The updated OS support is as follows: For Windows: X64 based ...
New to Zoho LandingPage?
Zoho LandingPage Resources