Spotlight #2: External File Sharing on Zoho WorkDrive

Spotlight #2: External File Sharing on Zoho WorkDrive

Hello all,

We are back again with another feature in the spotlight for Zoho WorkDrive.



Zoho WorkDrive is a content collaboration platform designed specifically for teams to store, share, manage, and work together on files of any size. In this article, we’ll focus on how securely you can share your WorkDrive files and folders with external users or any specific individuals outside your teams.

Business scenario:

Michonne, a Marketing Manager, laid a marketing campaign plan for an upcoming product launch along with her team on WorkDrive. Now, she wants to send these files to David, one of her business partners, and seek feedback from him to help improve on her work. However, she knows David is not part of her team on WorkDrive and wants to find a system where she can send these files securely and safely.
 
So, what is she doing now? She decides to use WorkDrive's External Share feature: the easiest way to share confidential files and folders to users outside your team or organization.
 

What is external file sharing?

It's the easiest and safest way to share files with people outside your organization such as external partners, customers, and vendors. With WorkDrive's external sharing system, you can send files/folders with an individual or a group of people, secure them with passwords and expiry dates and decide who can download shared files.

External file sharing is transferring data between users or organizations. It's especially useful when working with contacts such as clients, or vendors.
 

Benefits of using external file sharing on WorkDrive:

  • Secure Files with Passwords: You can add passwords when you share confidential files using links. Anybody who tries to open the link will have to provide the password you've set for the file.

  • Set Expiration Periods for Accessing Links: Sometimes your team makes deals with clients for a fixed period. You can set expiration periods for the links you share to ensure that they won't have access to your files once the contract ends.

  • Allow file Downloads: You can decide on whether to allow or restrict users from downloading a file while sharing it. 

  • Request User Data: As an added layer of security, every file shared externally can be tracked, allowing you to see when your clients view the document. You can request them to enter details like name, contact or email id, in order to access the document.

  • Share Larger Files: The need to share large files arises in many business environments, from extensive written documents to files heavy with video or image content. File sharing allows you to avoid the inconvenience of reaching the point at which file transfer becomes a hindrance.



So, how is external sharing done in WorkDrive?

1. Right-click to select the file or folder you want to share externally and select Share.
2. Click New external sharelink. and enter a custom URL for your file in the text box.



3. Enable link properties according to your preference such as adding a password, expiry date or providing access to download your file. 
4. Once done, click Create. The link will be created and appear at the bottom of the Share dialog. 
5. Finally, click Copy Link and send it via email.

We hope this article is useful. Start sharing links to files, set access privileges, and protect your data with passwords while enabling secure collaboration with external users around the globe. 

Follow WorkDrive's Community to stay connected and updated on every product updates in the series. 
If you have any queries, please leave a reply below or contact support@zohoworkdrive.com

 
Collaborate to Innovate!
      • Recent Topics

      • Canvas templates can now be shared with different CRM organizations

        ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
      • Unable to produce monthly P&L reports for previous years

        My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Reply to Email for SO/PO

        Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
      • ZOHO Payroll Canada

        Any plans on the roadmap for Canada?
      • What's New in Zoho Billing | January 2026

        Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how
      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
      • Multi-currency and Products

        One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
      • ZOHO Writer Folders

        Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centra
      • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

        Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
      • Escalation request: organization merge and data export (Ticket [154609577])

        Hello Zoho Team, I am posting here because my support ticket has not received substantive responses through the usual channels. Summary of the issue (ongoing for three weeks): I requested assistance with a data migration and a merge of two Zoho organizations.
      • Do buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?

        In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a
      • Different form submission results for submitter and internal users

        I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section with
      • Help Desk Services Solution

        I am here looking for Help Desk services solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hoping i will
      • Formatting and slow

        Creating campaigns are difficult.  I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful.  Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.
      • Boost your Zoho Desk's performance by archiving tickets!

        The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
      • Paste emails to create segment

        We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?
      • Getting the Record ID of a form once it is submitted - so that form can be edited later

        In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page
      • Auto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)

        <div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::before
      • Possible to define default font and size in Zoho Campaigns?

        Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!
      • Zoho Sites - General Feedback

        Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color
      • File Upload field not showing in workflow

        Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
      • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

        please help
      • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

        When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making
      • World date & time format

        Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards
      • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

        Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
      • Any recommendations for Australian Telephony Integration providers?

        HI,  I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried.  Thank you
      • Zoho Campaigns Workspaces

        Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unless
      • Limited System because of Limited Number of Fields for Car Dealership

        Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
      • Newsletter in multiple languages

        Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages
      • Fixed assets in Zoho One?

        Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt
      • Set Default Status of Assembly to "Assembled" When Entered in UI

        I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
      • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

        I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable
      • Sort Legend & stacked bar chart by value

        I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create
      • Scanned Doc - selecting Item overwrites Rate

        I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
      • Timesheet invalid data error

        Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved
      • Convert invoice from zoho to xml with all details

        How to convert an Invoice to XML format with all details
      • Any update on adding New Customer Payment Providers who support in store terminal devices?

        Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated
      • Dealing With One-Time Customers on Zoho Books

        Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I
      • Next Page