Manage general preferences

1. Navigate to the profile icon in the top right corner of your WorkDrive screen.
   
   
   
   
2. Under the My WorkDrive section, click My Preferences.
   The My Preferences page opens with General tab as default.
   
   
   
   
3. Under the General tab, you can see a list of following preferences to manage.
   

Note: These preferences customize your WorkDrive experience only and do not change settings for other team members.

Available General Preferences  

Default View  

You can choose how files and folders are displayed when you open folders in WorkDrive. Select a view that helps you browse and locate content more efficiently.

This setting applies only to folders and views that use the default view setting. If you've already customized the view for a folder or view, that setting will remain unchanged.

1. Go to: Profile icon > My Preferences > Default View
2. Select the view that best fits your browsing style.

• Thumbnail
• List
• Compact
  

Default Thumbnail Size  

You can adjust the size of file and folder thumbnails to balance visual previews and the number of items visible on screen.

This setting applies only to folders and views that use the default thumbnail size. If you've already customized the thumbnail size for a folder or view, that setting will remain unchanged.

1. Go to: Profile icon > My Preferences > Default thumbnail size
2. Use the slider to adjust thumbnail size based on your preference

Default Sorting  

This setting applies only to folders and views that use the default sorting setting. If you've already customized the sorting order for a folder or view, that setting will remain unchanged.

1. Go to: Profile icon > My Preferences > Default sorting
   
2. Choose your preferred sorted based on your browsing style from the available options:

• Last Modified
  Choose oldest first or newest first in the dropdown below the Last Modifies option.
• Name
  Choose between A -> Z, or Z-> A from the dropdown below the Name option
• Time Created
  Choose oldest first or newest first in the dropdown below the Time Created option.
  

Default Columns for List and Compact Views  

1. Name
2. Shared Time (shown only in the Shared With Me view)
3. Accessed Time (shown only in the Recent Files view)
4. Reason Suggested (shown only in the File Suggestions view)
   
   
   

1. Last Modified
2. Time Created
3. Size
4. Extension
5. Type
   
   

Column settings apply only to List and Compact views, as Thumbnail view displays files and folders as visual previews and does not support columns.

 

Default Landing Location  

1. Go to: Profile icon > My Preferences > Default Landing Location
2. You can choose your preferred default landing location from:

• File Suggestions
• Recent Files
• Favorites
• My Folders
• Last Opened Folder

Default Team Folder Listing  

1. Go to: Profile icon > My Preferences > Default Team Folder Listing.
   
2. Choose your preferred listing from available options:
   

• Show all Team Folders
  Displays every Team Folder you have access to in the left panel.
• Show Team Folders based on integrated apps
  

  Displays only the Team Folders linked to your connected or integrated apps.
  

  This option is only available for teams contextually integrated with other Zoho apps. Currently, WorkDrive only supports contextual integration with Zoho Projects, Zoho Marketing Plus, Zoho CRM, and Bigin.
• Show only pinned Team Folders
  Displays only the Team Folders you have manually pinned for quick access.
• Don’t show any Team Folders
  Hides all Team Folders from the left panel.

Include My Folders Files in Smart Suggestions  

1. Navigate to Profile icon > My Preferences > Include My Folders Files in Smart Suggestions
   
2. Toggle on the Include My Folders Files in Smart Suggestions button to allow files from your My Folders to appear in other Team members' File Suggestions. Learn more about File Suggestions

Convert Files to Zoho WorkDrive Format on Upload (My Folders)  

1. Navigate to Profile icon > My Preferences > Convert Files to Zoho WorkDrive Format on Upload (My Folders)  
   
1. Toggle on the Convert Files to Zoho WorkDrive Format on Upload (My Folders) button to enable automatic conversion of supported files during upload.
   When enabled, supported documents are converted during upload, allowing you to edit them directly using Zoho’s built-in apps.
2. When toggled off, Files are uploaded in their original format without conversion. You may need to download files or open them in external applications for editing.

Notes:

• Only when the file conversion is enabled at the team level and anyone on the team is allowed to choose this setting, you can enable or disable the automatic file conversion setting in your My Folders. Learn more
• Check the supported files for conversion in WorkDrive.
• WorkDrive's file conversion setting will not affect the files directly uploaded to Writer, Sheet, and Show, where all non-Zoho format files will be converted and opened in their corresponding editor app.
• Files uploaded via the WorkDrive Desktop app will not be converted automatically. You will need to manually open these files in the respective app to convert them.