Spotlight series #4: Efficiently collaborate with your team using Zoho Show

Spotlight series #4: Efficiently collaborate with your team using Zoho Show

Hello everyone!



 

We're back with another Zoho Show feature in the spotlight.


Online collaboration has become a necessity. Even with the way the pandemic has changed working environments, collaboration helps save time and ensure that tasks are completed seamlessly. With Zoho Show you can work with your team on presentations in real time. Show's "Invite Collaborator" feature helps you overcome the limitations of your work environment and efficiently create slide decks with your team.

 

What is Invite Collaborator?

 

The Invite Collaborator feature helps you share your presentation with your team so you can work on it together, at the same time, regardless of where you're located.

 

How do you share a presentation with your team?

 

Open the presentation. From the top right of the main interface click Share, and select Invite Collaborator. You can either add the email addresses of your team members or copy the permalink and share it with them. They will now be able to access your presentation.

 


Can you set permissions for your team?

 

With Show, you can assign different access levels to collaborators at the time of sharing your presentation. The access levels are:

 

Share: The collaborator can share, edit, and comment on the presentation.

Edit: The collaborator can edit and comment on the presentation.

View and comment: The collaborator can view and comment on the presentation.

View: The collaborator can only view the presentation.

 


 

 

How do you know who is working on a slide?

 

Zoho Show offers real-time collaboration. You'll be able to view changes as they're made by collaborators.

 

Can you have discussions about a slide?

You can discuss ideas and suggest changes for every element of a slide with Show's contextual commenting.

 

Let's say you want to recommend changes to a certain image on a slide. You can either:

 

  1. Click the image, choose REVIEW from the right pane, and select Comments (or)

  2. Click the REVIEW tab, choose Comments, and click on the image (or)

  3. Right click the image and select Add Comment.

 

You can notify your collaborators using the @ symbol followed by their name or email address. You can change your font color and add emojis to your comments.


 

What if you do not want your team to access a slide that you are working on?

 

You can lock your slide! Collaborators will not have access to the slide until you choose to unlock it.

 

In the left pane of the editor interface, you will be able to view the slides as thumbnails. Right click on a thumbnail and choose Lock Slide. To unlock it, click on the lock icon in the bottom-right corner of the thumbnail.

 

You can also go to the right pane, select FORMAT, and check the Lock Slide switch to lock and unlock the selected slide. 

 


 

Can you lock an entire presentation?

 

Collaborators with Share access can lock an entire presentation with the Check Out option. When you check out, your collaborators will be able to view the latest version of your presentation, but not make changes. You can use the Check In option to make the presentation available for collaborators to work on.

 

To lock and unlock your presentation, select Share and choose Check Out to lock your presentation and Check In to unlock it.

 

When collaborators open a presentation, they will receive an alert if it is locked, and another alert when it is made available for collaboration.




Is there anything else you should know?

 

To see if your team members are online or offline, click the Collaborators icon next to SHARE.



When you work together, you work faster!

 

We hope you found this article helpful. Watch this space for interesting product updates, tips and tricks, and more!

 

To create engaging slides with Zoho Show, click here.





        • Recent Topics

        • User Activity Reports

          I'd like to get data related to user activity.  For example, Login and logout times, emails sent/received, new records created , etc. Is that currently available. I just can't seem to find anything . Thanks, Dave

        • Help: Populate “Contact Owner” details into Customer custom fields (for email templates) in Zoho Books

          We want to send invoices on behalf of our sales agents, and include the agent’s name, email, and phone in the email body using placeholders. Plan is to copy the Customer Owner details into three Customer custom fields, so they can be used as placeholders

        • Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

          This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_

        • Partial payments for retainer invoices

          When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

        • Making Tags Mandatory

          When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

        • Mass Update not trigger workflows

          Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows

        • Multi-Select lookup field has reached its maximum??

          Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

        • Generating CRM reports based on date moved in staged history

          Hi everyone, I'm trying to generate CRM reports of jobs (I think these are called usually deals) based on when they were moved to a particular stage, ie all jobs that were moved to Proposal/Quote in the previous financial year. I can see from other similar

        • Modules for missed calls, emails, texts etc

          Hi there. Is there a way to create a module that would automatically show a list of all inbound calls that were missed by our users, as well as any inbound SMS's, emails & WhatsApp messages. That way, a user who is available, can work through that list

        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

        • Conditional layouts - support for multi-select picklists

          Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

        • Ability to Set a General Email Signature for the Organization in Zoho Recruit

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request a feature that would allow us to set a general email signature at the organizational level within Zoho Recruit. Currently it is only possible for individual users to create their

        • Custom Buttons & Links Now Supported in Portals

          We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals — enabling portal users to take direct action without recruiter

        • 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

        • CC and/or BCC users in email templates

          I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • Live webinar: Transform data into impactful visuals with Zoho Show

          Data is frequently a core part of a presentation, whether it’s a sales pitch, project update, research report, or performance review. But when it’s just numbers on a page, the message you’re trying to convey can get buried. The real magic happens when

        • Zoho Projects - Q2 Updates | 2025

          Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

        • File attachments not working - web version

          Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard

        • API - Barebones Data for Send Doc For Signiture

          I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum

        • Revenue Management: #2 How to compute revenue?

          In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand

        • External lookup in CRM (as in Books)

          Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have

        • "Undo Send" Feature

          Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when

        • Better Notes Commenting

          Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave

        • Zoho Sites

          Does anyone have experience building Zoho sites or know how I can find someone who does?

        • Zoho Crm Lagging

          Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s

        • Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

          There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not

        • Recommendation

          I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.

        • CRM - Site/Location

          Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,

        • An unknown error occurred. Please contact support

          Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?

        • How to Streamline Pick & Ship

          Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping

        • How to add, delete or rename the "payment method" drop down?

          When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

        • Smarter data gathering with Query component in Wizards

          Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

        • Introducing teamspaces and team modules in Zoho CRM mobile app

          Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on

        • Client Script - change page and/or section background colours

          Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for

        • Client Script | Update - Introducing Subform Events and Actions

          Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

        • Zoho SalesIQのチャットボット、ブロックのコピー機能

          Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか？ 例えば添付の４つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。

        • Questions About Zoho Commerce Member Portal

          Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance

        • Cancel and refund

          Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

        • Online Payment Fees

          We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

        • Next Page