General Preferences
The General Preferences help you to choose the default settings for your account. This includes theme, view, sorting, landing location, Team Folder listing, and file conversion.
Left Panel
Choose a theme for the left panel in your WorkDrive account. The available themes are Light Panel and Dark Panel.
To select a theme:
- Click your profile picture in the top-right corner, then select My Preferences. By default, the General preferences section will be opened.
- Under Left Panel, select the required theme among Dark Panel and Light Panel.
Theme Color
Choose a theme to personalize all the WorkDrive app screens. The available themes are Evergreen, Calming Blue, and Passion Red.
To select a theme color:
- Click your profile picture in the top-right corner, then select My Preferences. By default, the General preferences section will be opened.
- Under Theme Color, select the required theme color among Evergreen, Calming Blue, and Passion Red.
Font
Choose a custom font for your WorkDrive account. The available fonts are Zoho Puvi, Lato, Roboto, PT Sans, and Arial.
To select a font:
- Click your profile picture in the top-right corner, then select My Preferences. By default, the General preferences section will be opened.
- Under Font, select the required font among Zoho Puvi, Lato, Roboto, PT Sans, and Arial.
Default View
Choose a default view (Thumbnail, List, or Compact) for files and folders in My Folders, Team Folders, Recent Files and Favorites.
To select a default view:
- Click your profile picture in the top-right corner, then select My Preferences. By default, the General preferences section will be opened.
- Under Default View, select the required view, among Thumbnail, List, and Compact.
Default Sorting
Choose a default sorting order for files and folders in My Folders, Team Folders, and Favorites. The available sorting options are Last Modified, Name, and Time Created.
To select a default sorting:
- Click your profile picture in the top-right corner, then select My Preferences. By default, the General preferences section will be opened.
- Under Default Sorting, select the required option, among Last Modified, Name, and Time Created.
- Click the up or down arrow next to the sort option to sort the files and folders in ascending or descending order, respectively.
Default Landing Location
Choose a default location to open when you sign in to or open your WorkDrive account. The available landing locations are My Folders, Recent Files, Favorites, and Last opened folder.
To select a default landing location:
- Click your profile picture in the top-right corner, then select My Preferences. By default, the General preferences section will be opened.
- Under Default Landing Location, select the required location, among My Folders, Recent Files, Favorites, and Last opened folder.
Notes:
- All these preferences are global settings for a WorkDrive user account.
- When the default view is set as List view and a user changes the view of a particular folder as Thumbnail, this folder view preference will be remembered and displayed accordingly in future.
- Similarly, custom folder preferences will be remembered for sorting, irrespective of the default sort preferences.
Default Team Folder listing
Choose how you prefer to list Team Folders in the left panel. The available listing options are Show all Team Folders, Show Team Folders based on the integrated apps, Show only pinned Team Folders, and Don't show any Team Folders.
To select a default Team Folder listing:
- Click your profile picture at the top-right corner, then select My Preferences. By default, the General preferences section will be opened.
- Under Default Team Folder listing, select the required option, among Show all Team Folders, Show Team Folders based on the integrated apps, Show only pinned Team Folders, and Don't show any Team Folders.
The Show Team Folders based on the integrated apps option will only be available for teams contextually integrated with other Zoho apps. Currently, WorkDrive only supports contextual integration with Zoho Projects and Zoho Marketing Plus.
File Conversion in My Folders
Choose whether newly uploaded documents, spreadsheets, and presentations to My Folders should be automatically converted to the respective Zoho WorkDrive format (Writer, Sheet, or Show) or not
To select the file conversion setting in My Folders:
- Click your profile picture in the top-right corner, then select My Preferences. By default, the General preferences section will be opened.
- Toggle ON/OFF Convert all files to Zoho WorkDrive's format when you upload to My Folders to enable or disable file conversion.
- 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 WorkDrive Sync and TrueSync apps will not be converted automatically. You will need to manually open these files in their respective apps to convert them.
Also read:
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:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Notification Preferences
Feature availability: Available for all team and individual plans Available for all users Notifications help you stay up-to-date with your team on any task or project. WorkDrive allows you to choose the list of notifications you need and where you ...Deleting files and folders in Desktop Sync
When you delete files and folders from the WorkDrive Sync folder in your desktop, a confirmation dialog will open. Upon confirmation, the selected files and folders will be deleted from the WorkDrive folder. The same files and folders will be deleted ...Exclude certain file types from syncing to your computer
With the file-based exclusion feature, you can exclude any file types that you do not want to sync to your computer. By restricting unwanted file types from syncing to your computer, you will be able to save space on your device and also reduce cloud ...Missing Status Icons in WorkDrive TrueSync
Status icons in the WorkDrive TrueSync folder show the sync status of all your files and folders: whether they are fully synced, being synced, or not synced. To open the TrueSync folder: 1. Click the WorkDrive icon in the system tray or menu bar. A ...Missing Status Icons in WorkDrive Sync
Status icons in the WorkDrive Sync folder show the sync status of all your files and folders: whether they are fully synced, being synced, or not synced. To open the Sync folder: 1. Click the WorkDrive icon in the system tray or menu bar. A screen ...