Document Library | Zoho Workerly

Document Library within Zoho Workerly

Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date and relevant. For all these, you need a document repository, a place where you can organize and manage all your business related files and also share it with people in your organization. The Documents tab in Zoho Workerly acts as a library where you can upload various types of files and share with the users based on their profile permissions in the organization's Workerly account.

Availability


Profile Permission Required
: Users with the permission to access the Documents Tab can use this feature.

By default, users with Administrator or Standard profile can access this feature. The Administrator needs to provide profile permissions for other users.

The Documents tab is like any other tab that has the Tab Visible permissions in a profile. Apart from this, there are other specific permissions for the documents and its folders.

  • For Document Folder - Create and Delete permissions
  • For Documents - ViewCreate, Modify and Delete permissions

Benefits

  • Save Storage Space
    In Zoho Workerly, for each record, you can attach documents from Zoho Docs, Google Docs and Desktop. You can also attach the same file for multiple records, which will take extra storage. That is because every attachment occupies space in your total allotted storage in Workerly. For example, when you upload a file with a 10MB size to 5 records, the storage space occupied will be 50MB (10 x 5). With the Documents Tab, you can save a lot of storage space, as the files do not occupy multiplied storage space when they are attached to multiple records.
    The Documents tab is a central repository where you can upload documents and associate them with various records. For example, you upload a presentation with a file size of 10 MB, under the Documents tab. When you associate this presentation as an attachment to 5 records, it will still occupy only 10MB of storage space and not 50 MB (10 x 5).
     
  • Share Files Easily
    When you want to share files uploaded under the Workerly Folder only with the hiring team, it is easier under the Documents Tab. Not only users, you can also share it with roles, roles & subordinates and groups.
     
  • Keep Files Organized for Quick Reference
    Folder and sub folder help you keep the documents organized for quick reference, whenever needed.
     
  • Avoid Various Versions of the Same Document
    It also helps you maintain a single latest version of the file that can be accessed by other users. You can easily make changes to the file and maintain one single up-to-date copy of the document.
     
  • Send Documents as Attachments in Email
    While sending emails to the Temps and Contacts, you can attach files that are uploaded in the Document Library. Along with the option to attach files from Desktop, Zoho Docs, Google Docs, etc. you can now attach files that are uploaded in the Documents tab.

 Modify Profile Permissions

By default, users with Administrator or Standard profile can access this feature. The Administrator needs to provide profile permissions for other users based on which they can access this feature. As mentioned above, documents and their folders have the following set of permissions:

  • For Document Folder - Create and Delete permissions
  • For Documents - ViewCreate, Modify and Delete permissions

To modify profile permissions

  1. Click Settings icon] and click Setup > Users & Control > Security Control > Profile.
  2. In the Profiles page, click the Edit link corresponding to the profile that you want to modify.
  3. In the Profile Details page, under Document Permissions, specify the permissions that you want to provide in the profile.
  4. Click Save.

Note

  • You cannot edit the default profiles, Administrator and Standard. It is recommended to define your own profiles based on the existing default profiles.
  • Like other tabs, you can rename, organize and hide the Documents tab. 
  • The Documents tab in Zoho Workerly is not the same as Zoho Docs. All your files in Zoho Docs will not be available here. If you want the files from Zoho Docs to be available under the Documents tab you need to upload them in Zoho Workerly.

    Redefine the way you work
    with Zoho Workplace

      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 CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Secure your business
                    communication with Zoho Mail


                    Mail on the move with
                    Zoho Mail mobile application

                      Stay on top of your schedule
                      at all times


                      Carry your calendar with you
                      Anytime, anywhere




                              Zoho Sign Resources

                                Sign, Paperless!

                                Sign and send business documents on the go!

                                Get Started Now


                                    Zoho SalesIQ Resources



                                        Zoho TeamInbox Resources



                                                Zoho DataPrep Resources



                                                  Zoho DataPrep Demo

                                                  Get a personalized demo or POC

                                                  REGISTER NOW


                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now











                                                                          • Related Articles

                                                                          • Workerly Kiosk App

                                                                            Workerly Kiosk from Zoho Workerly is the ideal solution for clients with temps clocking in at the same location. This easy-to-use, cost-effective, and portable punch clock is a great time-tracking alternative, and it works on any Android device with ...
                                                                          • Setting up Zoho Workerly for your organization

                                                                            The Setup page in Zoho Workerly helps you configure all settings necessary to get your account up and running. Be it personalization, automation or third-party integrations, you can initiate all functions from the minimalist Setup screen of Zoho ...
                                                                          • Introduction to Zoho Workerly

                                                                            Zoho Workerly is a platform built for temporary staffing agencies to help streamline their job scheduling processes. Recruiters can manage their client and temp databases, schedule jobs based on client requirements, generate timesheets and send out ...
                                                                          • Configure Zoho Mail in Zoho Workerly

                                                                            Set up email account via POP3 Zoho Workerly lets you configure a Zoho Mail account or a third party email account via POP3. An important point to note here is that Zoho Workerly uses Zoho Mail to fetch emails and display them within Workerly. ...
                                                                          • Understanding GDPR in Workerly

                                                                            Zoho Workerly's consent management settings help you get consent from your data subjects. You can customize a consent form, include it in your email templates, set consent-related preferences, and most importantly, keep track of consent details much ...
                                                                          Wherever you are is as good as
                                                                          your workplace

                                                                            Resources

                                                                            Videos

                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                            eBooks

                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                            Webinars

                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                            CRM Tips

                                                                            Make the most of Zoho CRM with these useful tips.



                                                                              Zoho Show Resources