Spotlight #8: User Preferences

Spotlight #8: User Preferences

Hello everyone!

We're back again to highlight another feature in our spotlight series for Zoho WorkDrive.



User Preferences in WorkDrive allows you to choose the default settings for your account, such as theme, view, sorting, file type, and landing location.

In this article, we'll look into the available preferences settings in WorkDrive one by one.

To get to the User Settings page, click on the Team Name in the top-left corner and select My Preferences in the dropdown.


Choose a theme for your WorkDrive account


The Theme setting allows you to pick a theme for your overall WorkDrive account. Whichever you choose, WorkDrive will apply the selected color theme to your account's user interface.

Choose a default view for your folders


In this setting, users can choose from a list view or thumbnail (grid) view formats for data inside their My Folders, Team Folders, and Favorites sections.

If you have more files in your Team Folders, using the List view is preferable as it follows a natural reading pattern. It also prevents over-scrolling by presenting a more optimized visible area.

If you have more image files in your Team Folders to select from, you might want to choose the Thumbnail view. This view is more suited for visual content and also helps in differentiating data types.

Choose a default sort option


The default sorting options lets the user choose the sorting order they would like to see in their Team Folders, My Folders, and Favorites sections.

There are three options available. You can sort your files and folders based on the last modification time, alphabetical order, or the time of data creation.

Choose a default landing location


Here, users are allowed to choose a default destination location to land whenever they sign in to their WorkDrive account.

Users are allowed to choose between My Folders, Recent Files, or the folder with which they closed their previous session.

Decide whether to convert the incoming files to Zoho format


Finally, this user setting allows the user to choose whether or not to convert all the uploaded documents, spreadsheets, and presentations to Zoho WorkDrive's format.

Enabling this option will let you open and edit these files later with the Zoho editor apps Writer, Sheet, and Show.

We hope this article provides you with an understanding of how User Settings in WorkDrive can help users set their preferential custom settings for better usability.

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


        • Recent Topics

        • Zoho Forms - Feature Request - Past Into Scanning/OCR Field

          Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more
        • Zoho Forms - Feature Request - Year Field

          Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"
        • inability to use different primary address on invoice per location

          my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.
        • Zoho Books - Breaking A Working App

          We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:
        • No Need To Fix Something That Is Working

          Zoho Books is a great financial tool which helps businesses to become more efficient and productive with day-to-day operations. As such, every change, upgrade, improvement needs to be carefully thought before implemented in the software and I'm sure Zoho
        • Use Zoho Creator as a source for merge templates in Zoho Writer

          Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
        • Anyone in Australia using Zoho Books AND has their account with NAB?

          Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
        • Detailed Balance Sheet for tax preparer

          I'm using the free edition of Zoho Books. My tax preparer is asking for "detailed" Profit & Loss and Balance Sheet reports which include all the activity and transactions within the various categories. The default reports do not include these details.
        • On Edit Validation Blueprint

          Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will
        • Zoho Projects - Cloning a task does not trigger task workflow when created

          Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
        • Host Group Appointments Online in Zoho Bookings

          Greetings from the Zoho Bookings team! We’re excited to announce a new enhancement to Group Booking that makes hosting online group events smoother and more professional than ever. You can now conduct online group events with auto-generated meeting links
        • Can't rename groups on Mac desktop app

          I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"
        • Workdrive Collaboration with an External User

          I would like to know if I can setup a collaboration space with an external user in workdrive or do I need to add them as a user on my system? If I need to add them, can I add them on Workdrive only and give limit access to our space only?
        • Delete button

          Hi, The delete button were hide into the three dot button. Can I display outside? why Zoho make this update?
        • FSM integration with Books

          Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
        • Marketing Tip #23: Help customers with how-to guides and usage tips

          Customers don’t stop needing you after they place an order. Helping customers use your product correctly and confidently can improve satisfaction, reduce returns, and increase repeat purchases. Sharing simple how-to guides, usage tips, or care instructions
        • Powering Customer Support with our women

          In Zoho Desk support, women make up 50% of our team. We see this as one of our strengths, reflecting the spirit of this year’s theme, "Give to Gain". Our women find their balance Women carry many responsibilities — they represent frontline support, lead
        • Function #25: Automatically generate purchase orders from a sales order

          We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
        • Looking for Guidance on Building a Zoho Website

          I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd
        • ZOHO Reports are taking longer time to get refresh

          Hi Team, Since last few days, I'm facing issues in getting updated reports. For eg: right after making an expense entry or even posting a journal, it is taking longer then expected for the updated reports. Refer below: "You are viewing the report that
        • Invalid scope choice: Workdrive integration in CRM

          Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.
        • Sales IQ chat is not working in signed android apk

          I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but
        • How to add line breaks in zoho.cliq.postToUser(...) message?

          In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?
        • Project Notifcatiion Emails - Milestone

          Hello: I cannot get myself, or most importantly my portal client user to recieve an email upon completion of a milestone. I have set up our 1st project. I have set up a test client user. (accepted the invitation and is listed in the system as a client
        • Enable Free External Collaboration on Notecards in Zoho Notebook

          Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external
        • Problem with CRM Connection not Refreshing Token

          I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
        • Update Existing Records greyed out in Free Version

          Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.
        • emailing estimates

          Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?
        • Help with deluge script

          Hi Community, this is my first Deluge script. I've pieced it together from reading various articles I want to use it in a workflow to 1 Convert a lead to a contact 2. Create a record in a custom module Below is what I have got so far but it does not fire
        • How to use OR when filtering using two fields

          I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.
        • Mobile phone version not working well

          I am working on the Zoho Site Builder. In the preview the desktop version looks okay, but in the mobile phone preview many words are cut off in the weirdest (wrong) way. How can I fix that?
        • Zoho - Please explain difference between Thread view and Conversation view on Ticket

          I have reviewed the help document here but am still not clear on the difference between the two views. As an example, I just had a back and forth on a ticket: - Customer emails support email. - I email back from Desk. - Customer responds back. - I email back from Desk. On the upper left drop down box on the ticket Zoho Desk now says this is "4 Threads" and "4 Conversations" . How is that 4 threads?? By my count it is 1 thread and 4 conversations (assuming by "conversation" Zoho means number of total
        • I need help to take Reports for tickets moved between departments.

          Hi, I need help to take Reports for tickets moved between different departments. Pls guide Shyam
        • Export to excel stored amounts as text instead of numbers or accounting

          Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
        • Increase Round Robin Scheduler Frequency in Zoho Desk

          Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
        • Automation #6 - Prevent Re-opening of Closed Tickets

          This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits
        • Zoho Desk EU slow/unresponsive

          Has anyone else got issues with ZohoDesk today in the EU? It takes an age to come back and if you do start typing something and try and send or save it looks like it times out. We are also getting this pic. ot I can't see anything on https://status.zoho.eu/
        • EU DC Partial Outage Resolved: A Detailed RCA

          Incident Summary Due to an overload on one of the nodes in the EU DC for Zoho Desk, the system was unable to handle the heavy load, causing a slowdown in requests and resulting in a partial outage for customers with data residing in that node. On May
        • Perfomance Management - Zoho People

          Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
        • Deprecation of the Zoho OAuth connector

          Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
        • Next Page