Zoho Connect - WorkDrive Integration

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:
  1. By inserting files from WorkDrive within Zoho Connect.
  2. 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:
  1. At the top of your My Feeds page in Zoho Connect, click on the rich text editor to make a Post.
  2. Click the paper clip icon below the editor. The File Picker page will open.
  3. Click on the Zoho WorkDrive tab at the top to access your WorkDrive storage.

  4. Select the required files from your WorkDrive account, and click Pick at the bottom.
  5. A pop-up box carrying three options on who can access the files you are about to share to the Connect post will appear:

  6. 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.
  7. 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.
  8. 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:
  1. Log in to your Zoho Connect account.
  2. Go to the Attachment viewer on any Connect post, and locate the attachment you want to add to your WorkDrive account.
  3. Click the More options icon.

  4. Click Add to Cloud to open the File Uploader page.
  5. In the Zoho WorkDrive tab, select the destination folder to add the file.

  6. 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.

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