Click New Mail in the top-left corner of the Zoho Mail application.
In the composer, select the WorkDrive icon from the formatting toolbar.
Select the required files from Zoho WorkDrive when it opens in eWidget.
Once selected, click Pick at the bottom.
Choose how you want to share the selected item. It can be either sent as a link or a downloadable copy of the file. If chosen to be attached as a copy, the files will be downloaded and attached as a copy in the mail.
While choosing the (iii) option, which is the same team option, the sender will have to choose the file permission level for the recipient. Your file will be added as a link, which can be viewed and accessed by the recipients depending on the sharing permissions you choose.
Sign in to your Zoho Mail account.
In the Attachment viewer, locate the attachment you want to add to your WorkDrive account.
Click the More options icon.
Hover over Add to Cloud and choose Add to WorkDrive.
The WorkDrive eWidget will open on the right. Choose the destination WorkDrive folder to which the attachment file will be saved.
Click Add at the bottom to save the file to your WorkDrive account.
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.
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Make the most of Zoho CRM with these useful tips.