Integrate Zoho WorkDrive with Zoho Cliq

Integrate Zoho WorkDrive with Zoho Cliq

Zoho WorkDrive is a content collaboration platform designed for teams to store, share, manage, and collaborate on files of any size.
By integrating WorkDrive with Zoho Cliq, you can bring your files directly into your team conversations. Instead of manually navigating to WorkDrive each time you need to share or upload a document, you can instantly access and share files within Cliq.

InfoInfo: The Zoho WorkDrive integration with Zoho Cliq is available on all plans.

Share files with an individual user  

  1. Open a conversation with the user.
  2. Click the paperclip icon in the text composer and select Share from WorkDrive.
  3. You will be redirected to your WorkDrive account. Select the file you want to share.
  4. Select the file and click Pick.
  5. The Link Settings window will appear. Under Who can access, choose one of the following options:
    • Personal: Share the file with a specific user with View permission.
    • Members with access permission in WorkDrive: Follows the existing permissions set in Zoho WorkDrive. Users who already have access can collaborate on the file, while others will not be able to view it.
    • Members of {org/team} in WorkDrive: Makes the link accessible to everyone in your organization or team. You can set the permission level to View, View and Comment, or Edit.
    • Anyone on the internet: Makes the link publicly accessible to anyone with the link, with View permission only.
  1. Click Apply.
  2. Add a comment if required, then click Share.
 

Share files in a channel  

  1. Open the channel.
  2. Click the paperclip icon in the text composer and select Share from WorkDrive.
  3. You will be redirected to your WorkDrive account. Select the file you want to share.
  4. Select the file and click Pick.
  5. In the Link Settings window, choose one of the following under Who can access:
    • Members with access permission in WorkDrive: Follows the existing permissions set in WorkDrive. Users who already have access can collaborate on the file, while others will not be able to access it.
    • Members of {org/team} in WorkDrive: Makes the link accessible to everyone in your organization or team. You can set the permission to View, View and Comment, or Edit.
    • Anyone on the internet: Makes the link accessible to anyone on the internet with View permission.
  1. Toggle ON “Provide permission to members who have access to the channel” to allow all channel members to access the file with View permission.
  2. Click Apply.
  3. Add a comment if required, then click Share.
 

Upload attachments in Cliq directly to WorkDrive  

When an attachment is sent in a conversation, you can upload it to WorkDrive directly from Cliq using the message actions.
To upload an attachment:
  1. Hover over the message and click the ellipsis () icon.
  2. Select Add to WorkDrive.
  3. Choose the Workspace and Folder where you want to save the attachment.
  4. Click Upload.

Notes
 Note:   
  • When a member joins a channel or group chat, they automatically gain access to the shared files.
  • When a member leaves a channel or group chat, their access to the shared files is revoked.
  • If a user already has a higher level of permission for a file in WorkDrive, that higher permission takes precedence.
  • Any changes made to a user’s file permissions in WorkDrive after sharing will automatically reflect in Cliq.
  • Folders cannot currently be shared from WorkDrive.
 


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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 CRM Training
              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


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                      All-in-one knowledge management and training platform for your employees and customers.

                                                Create. Review. Publish.

                                                Write, edit, collaborate on, and publish documents to different content management platforms.

                                                Get Started Now




                                                                  You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                      Manage your brands on social media


                                                                        • Desk Community Learning Series


                                                                        • Digest


                                                                        • Functions


                                                                        • Meetups


                                                                        • Kbase


                                                                        • Resources


                                                                        • Glossary


                                                                        • Desk Marketplace


                                                                        • MVP Corner


                                                                        • Word of the Day


                                                                        • Ask the Experts


                                                                          Zoho Sheet Resources

                                                                           

                                                                              Zoho Forms Resources


                                                                                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 TeamInbox 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

                                                                                                                                  • Cliq Cart

                                                                                                                                    Cliq Cart is a nifty e-commerce tool crafted for your organization and teams to seamlessly browse, purchase, sell, and even host auctions without leaving Zoho Cliq. Whether you're searching for essential office supplies, showcasing your latest ...
                                                                                                                                  • Integrating Telephony with Zoho Cliq

                                                                                                                                    Zoho Cliq's Phone system allows you to integrate with your favourite PBX provider via Zoho Telephony to make or receive sales and support calls. Before Integrating with Zoho Cliq, you will have to set up Zoho telephony via one of the following apps: ...
                                                                                                                                  • Google Calendar

                                                                                                                                    Google Calendar for Zoho Cliq streamlines your team's scheduling and ensures everyone stays informed and organized about upcoming events and meetings with notifications, event reminders, and more. Seamlessly merge your Google Calendar events with ...
                                                                                                                                  • What is Taz bot in Zoho Cliq?

                                                                                                                                    Unlike any other default bot available in the business communication applications, Taz means "Twin" and is your personal work assistant in Cliq. It provides you the space to scribble and save important notes, share files, images and links so you can ...
                                                                                                                                  • Navigation Sidebar

                                                                                                                                    The navigation sidebar in Cliq provides you with easy accessibility to modules that help you to connect, communicate and collaborate. Customizing your navigation sidebar in Cliq Admin If you are an admin, you can customize your navigation bar for ...
                                                                                                                                    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