Note: The CRM-WorkDrive integration is being rolled out in stages. It is now released for new CRM signups in all data centers. It will soon be rolled out to existing users.

Getting started

Connecting your existing WD team account

1. If you're using a paid WD plan, you must upgrade licenses for any users added from CRM to WorkDrive later.
2. If you're using the free Essentials plan, you can continue using the plan without any upgrade.

Creating a new WD team account

Storage

For WorkDrive accounts created via integration

1. The storage provided by all the integrating apps will be consolidated and shown as the total allocated storage in WorkDrive.
2. WorkDrive has shared storage, i.e., the entire team's storage is shared across the team in WorkDrive. Storage will not be allocated for individual members, folders, or apps.
3. Users can buy storage add-on (10GB, 100GB, or 1TB) within the WorkDrive account for any additional storage.

For standalone WorkDrive accounts

Note: For paid WorkDrive plans, storage from the integrating apps won't be considered.

Folder access and management

My Folders

1. Create office suite files
2. Upload files and folders
3. Import from other cloud services
4. Share files and folders*
5. Copy and move files and folders
6. Move files and folders to Trash

CRM Attachments

Attachments added to a CRM record (for example, to a lead or contact) will be automatically placed in pre-defined folders in the record owner's My Folders section.

File path will be: 

My Folders > Apps > Zoho CRM > Leads > Christopher > Attachments > {file}

1. Any members who have access to the record can access the attachments from within the record. Only record owners can access the record's attachments from their My Folders.
2. CRM admins can manage access to the Attachments field (in CRM) using the Documents permission in a profile. Admins can enable or disable the following permissions to the required profiles within CRM.
   
1. View
   
2. Create
   
3. Delete
3. You will not be able to add, edit, share, copy, move, or delete attachments in WorkDrive or in the Documents tab.
   

1. Templates
2. Files added to a record via the File Upload field
3. Files added to a record via the Upload field
4. Notes attachments
5. Email attachments

WorkDrive Admins can manage who can create files and folders in My Folders, and how much storage they can use in My Folders. When storage is set as 0 GB, users won't be able to add any files in My Folders or attach files inside records.

Learn more about setting a storage limit in My Folders

Team Folders

In WorkDrive, you won't be able to see or manage Team Folders created within CRM.

1. User changes made via WorkDrive won't be listed in the members' listing of CRM.
2. You can add users who are not part of CRM to team folders from within WorkDrive. 
3. Zoho CRM app groups (profiles and roles) cannot be added or removed in WorkDrive. To remove groups, you need to go to Zoho CRM.

1. Direct sharing via email address
2. Share with anyone in your team
3. Share with anyone on the internet
4. Share using download links
5. Share using embed codes
6. Share using custom external share links

Attaching files from WorkDrive to a record

When you attach files from WorkDrive within CRM to a record and provided access to members who have access to a record, the same share details will get reflected in the Share dialog when you access in WorkDrive.

Shared with me

User management

Upgrade WorkDrive for advanced features

FAQs

CRM admins can manage access to the Documents tab (in CRM) using the Documents permission in a profile. Admins can enable or disable the following permissions to the required profiles within CRM.

1. View
2. Create Team Folder
3. Associate Team Folder
4. Edit Team Folder

Also read the help articles from Zoho CRM 

1. Documents in Zoho CRM
2. Manage folders in Documents tab
3. Manage files in Documents tab
4. Manage File Storage in Zoho CRM
5. FAQs: Documents tab