Supercharge your email workflow with WorkDrive's add-in for Microsoft Outlook

Supercharge your email workflow with WorkDrive's add-in for Microsoft Outlook

Consider this: You’re handling a critical project, and your inbox is packed with important attachments, email threads, and client communications. The back-and-forth routine of downloading files to your computer, uploading them to WorkDrive, and manually attaching them to emails in Outlook can be tedious and time-consuming.

But what if you could manage all of this without ever leaving Outlook?

Introducing: Zoho WorkDrive add-in for Microsoft Outlook

The Zoho WorkDrive add-in for Microsoft Outlook brings the power of WorkDrive’s file management and sharing capabilities into your Outlook interface. This seamless integration simplifies your process, allowing you to manage, organize, and share files without ever leaving your inbox.

Here's what you can do with this add-in:

Save email attachments

Imagine you're reviewing contracts or design drafts sent by clients. Instead of downloading attachments to your desktop and manually uploading them to WorkDrive, you can save them directly from your email to the relevant WorkDrive folder.
No more cluttered downloads folder or fear of losing important files; everything is stored securely and well-structured in WorkDrive.



Back up important emails

Important email conversations often get buried in overflowing inboxes. Let’s say you're negotiating a deal with a client, and you want to make sure every crucial email exchange is stored safely. Now, with the WorkDrive add-in, you can instantly save any email thread in .eml format directly to your WorkDrive.



Seamless file sharing

Do you need to send a large proposal or a series of high-resolution product images? Instead of worrying about email attachment limits, you can share any file, no matter the size, by inserting a WorkDrive share link directly into your email.

The best part? You maintain full control over who can access the files and for how long, ensuring data security and seamless collaboration.



So why wait? Get started by downloading and installing the add-in directly from your Outlook application or through the Microsoft AppSource website.

We hope you find this new feature helpful! Let us know if you have any questions or leave feedback in the comment section below.

Watch this space for more exciting Zoho WorkDrive updates.

Related articles:


      • Sticky Posts

      • Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

        Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

      • Support for auto-upgrade in TrueSync (for Windows)

        WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported

      • WorkDrive API Documentation

        WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

      • March 15, 2023: Zoho Docs is discontinued

        As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

      • Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)

        Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcement

        • Recent Topics

        • Introducing the revamped What's New page

          Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

        • Picklist values out-of-date in Campaigns

          Hi I use a CRM (Global) picklist set of values for my field "Connection Strength" (see screenshot 1). . I use Campaigns to follow-up and change the Connection Strength value depending on their stage. The picklist values that appear in the dropdown for

        • Multiple Pipelines

          Is it possible to create multiple candidate pipelines?

        • Insert Template not inserting

          I have been using the "Insert Template" feature for years and I use it every single working day. Yesterday it was working fine. Today, on two different browsers (Chrome and Edge), I can select "Insert Template", select the template I want to insert, but

        • Default ticket template in helpcenter

          Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

        • Zoho Books bill pay option not available with zoho one

          Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system

        • SalesIQ Email Delivery Issues to Microsoft

          Is anyone else having delivery issues to Hotmail, Outlook, and Live inboxes when sending transcripts and replies via email from SalesIQ? We’ve detected that emails sent from SalesIQ to these accounts aren't arriving—they don’t even bounce back; they simply

        • Zoho Commerce and Third-party shipping (MachShip) API integration

          We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

        • Access images from form submission in power automate

          Images from form submission show up as links in power automate. How do I access the image data?

        • Need help to evaluate if Commerce is good for me

          Hi, I just want to quickly check if Zoho Commerce can fulfill my needs. Here is what I am looking for: - Multi-vendor plateform : We will be 3-4 different farms that will offer similar products (ex. tomatoes) to few selected customers (retaurants). All

        • Can't access google from toppings menu

          So... When I click the manage button in toppings, nothing happens. it won't let me access the settings.

        • Smart Feature Compatibility Indicators for CRM Field

          Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles. For example, while configuring a Rich Text field, admins

        • Ask the Experts: A Live Q&A Session

          Session Closed We've locked this post as the session has ended. We'll see you again in the next session! We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions!

        • T&C acceptance gate before estimate Accept, with audit trail

          We had to settle a Florida small-claims case in 2025 because we couldn't prove our customer was bound to the venue clause in our Terms & Conditions. The estimate footer mentioned the T&Cs, and Zoho Books logged the customer's IP and timestamp when they

        • Best sales insights for target accounts?

          Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.

        • Contract to payment flow

          Hi everyone, I’m trying to set up a contract-to-payment flow and want to avoid duplicating invoices or customers in Zoho Books. The flow should be: contract generated from CRM, sent via Zoho Sign, client signs, deposit is paid, and the invoice should

        • Zoho Books | Product updates | May 2026

          Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

        • Show backordered items on packing slip

          Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom

        • Control Fields on Mobile App

          On the mobile app, how do we control which fields appear on the screen for records that have a related list? In the example below I want the Inspection Stage and Inspection Type fields to appear, not the record owner (Dev Admin). I changed the Inspections

        • 预期结果 实际结果 "zmverify.zoho.com" "zmverify.zoho.com."

          My domain is tenmokucup.com, I have a TXT record, but verification failed，Please help me, my TXT record is "zoho-verification=zb03390953.zmverify.zoho.com", I have added to DNS. You can confirm it. 预期结果 实际结果 "zmverify.zoho.com" "zmverify.zoho.com."

        • Adding options in the salutation drop down list (Books)

          Hello,  I am a new user still in the trial phase so I apologize if I have missed this. I did search the knowledge base and community first. I need to add a "Mr and Mrs" option in the salutation drop down options in Books. I have tried to find the edit

        • Zoho Desk - Event Calendar View

          Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

        • Google Drive shared folder

          My deluge script has stopped working, no longer collecting files from Google Drive - have these connections finally been deprecated ?? They seem to be active but errors occur when updating them ?

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

        • Journal Entries Do Not Show Multiple Entries to the Same Account

          Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially

        • How to setup pricing in Zoho

          Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

        • Work Orders / Bundle Requests

          Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

        • Windows agent 2026_M06 release notes

          Agent Version: 2026.03.19.0 Release date: 21 April, 2026 Major Enhancement: Connect as Individual Active users allowing you to connect to the same computer as different users in different tabs. Internal tool implementation to check for vulnerability in

        • Windows agent 2026_M05 release notes

          Agent Version: 111.0.3.335 Release date: 25 March, 2026 Major Enhancement: Quick Support feature compatibility code released. Code refactoring and removal of old code. Minor Enhancement: Updates to trackpad functionalities during remote session. Calendar

        • Windows agent 2026_M04 release notes

          Agent Version: 111.0.3.334 Release date: 10 March, 2026 Agent stickiness on multiple Windows Desktops to avoid confusion. Various other bug fixes and performance improvements.

        • Notes - Reaction Buttons

          Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read

        • Can't add my domain to Zoho zeptomail because of error code DE_150

          Hello there, I'm trying to add my domain to ZeptoMail but it's rejected I checked the network tab and I'm getting { "error": { "code": "TM_3601", "details": [ { "code": "DE_150", "message": "Antispam validation failed for your domain in Accounts." } ],

        • Proforma Invoice

          Is there an option to create proforma and advance invoices in professional

        • Rename system-defined labels in Zoho CRM

          Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

        • Windows agent 2026_M03 release notes

          Agent Version: 111.0.3.333 Release date: 19 February, 2026 Event Viewer Windows agent code release. Optimised the unattended agent uninstallation process to properly cleanup residual files and registry entries to prevent registry orphans.

        • Windows agent 2026_M02 release notes

          Agent Version: 111.0.3.332 Release date: 11 February, 2026 Code refactoring and removing of old unused code to optimise performance in specific versions of Windows Operating System.

        • Windows agent 2026_M01 release notes

          Agent Version: 111.0.3.331 Release date: 09 February, 2026 Enhancements and updates for improved Video Codec performance and stabler video rendering. Refactored legacy code for optimised performance with legacy devices. Upgrades to monitoring protocols

        • how to fix this error as soon as possible?

          how to fix this error as soon as possible? i have purchased it for monthly at 59₹ paid for an annum please let me know how to fix this issue as this one is urgent Server error: Message failed: 550 5.4.6 Unusual sending activity detected. Please try after

        • Transaction Rule Matching

          Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

        • Native QuickBooks integration for Zoho CRM: Connecting sales and finance

          Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This

        • Next Page