Tip #13: How to share 'Drafts' in Zoho Mail

Tip #13: How to share 'Drafts' in Zoho Mail


Struggling with drafting your emails? Drafting certain emails can be tricky. Whether it is a communication to a client or announcing a new discount to your customers or sending feedback to your employees, choice of words and tone of emails can be confusing. 
We always get help from someone or get someone's feedback before we send out such emails. But copying the content from your editor, putting it in a chat and getting feedback and again correcting your draft gets clumsy. The troubles multiply when you have more than one person providing feedback and when the feedback comes back and forth multiple times. 
Zoho Mail's Draft sharing feature allows you to easily share, collaborate and repeat the review cycle any number of times. The instant notifications and the ability to view updated drafts helps everyone involved stay on the same page. 
Steps to share drafts: 
  1. Login to Zoho Mail account 
  2. Click 'New Mail' and draft the email you want to write.
  3. Click 'Save draft' to save the draft email. 
  4. Once you have finished drafting the content, click the 'Share' link. 
  5. In the comment box, type in the names of your colleagues with whom you want to share the draft with. 
  6. Click 'Share' draft to share the draft with the mentioned users. 

  7. The users with whom the drafts are shared will receive a notification about shared draft. 
  8. The collaborators will now be able to add comments to your drafts. 
  9. You will be notified for every new comment. 
  10. You can make changes to the draft. 
  11. Whenever your draft is auto-saved or manually saved, the collaborators viewing your old draft will notice a refresh icon. 

  12. Once you complete all the intended changes, you can also manually trigger a notification using the 'Notify all' link in the top. 
Share drafts enables a smooth collaboration and communication around a draft and a neat draft review process and result in well drafted and effective emails. 

Go ahead and send effective emails using shared drafts. Let us know your feedback / suggestions to make draft sharing even more effective.   See you next week with yet another interesting tip! 


      • Sticky Posts

      • Get Holiday ready with Zoho Mail's Templates

        As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

      • Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

        We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

      • Weekly Tips: Secure your attachment downloads with Zoho Mail

        Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

      • Get Holiday ready with Zoho Mail's Offline mode

        With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from

      • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

        Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

        • Recent Topics

        • Every time an event is updated, all participants receive an update email. How can I deactivate this?

          Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

        • How can I filter a field integration?

          Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

        • Zoho CRM - Portal Users Edit Their Own Account Information

          Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

        • Connecting Zoho Mail with Apollo.io

          Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

        • Where does this report come from in the Zoho One ecosystems?

          Is this directly from MA, Analytics or ??? ???

        • Contact's title in "Contact Role Mapping"

          When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

        • Zoho CRM - Client Portal - Hide Notes Related List

          Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

        • "Pivot Table" Conditional Formatting

          Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

        • How many clients can be added to Zoho Practice?

          How many clients can be added to Zoho Practice without having their zoho app?

        • Stage History

          when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current

        • Automating Ticket Responses Using Zoho Desk's AI Features

          We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this

        • Service locations are tied to contacts?

          Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.

        • Enhancements to Zoho Map integration tasks

          Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

        • Bug in Total Hour Calculation in Regularization for past dates

          There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

        • Narrative 12: Sandbox - Testing without the risk

          Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements

        • Announcing new features in Trident for Mac (1.27.0)

          Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones

        • Slow uploads of large files

          I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through

        • Migrate Your Notes from OneNote to Zoho Notebook Today

          Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

        • need to upload from airtable to google drive

          I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate

        • Can't delete functions that are associated with deleted workflow rules

          We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions

        • Default Sorting on Related Lists

          Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

        • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

          Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're

        • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

          Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions

        • CRM/Bookings integration edits Contact names

          Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

        • Domain Change

          “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”

        • Webhooks Limit Exceeded

          Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator

        • Auto select option in CRM after Zoho Form merge

          Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

        • Bring your CRM data straight into your presentations in Zoho Show

          Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting

        • Zoho People 2.0 Help Manual

          Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

        • Introducing New APIs in Zoho Contracts

          We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete

        • Vimeo

          For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.

        • Delete a department or category

          How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

        • Organization Emails in Email History

          How can I make received Org Emails to show up here?

        • 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,

        • Prefilled Date fields auto-changed and then locked when using “Edit as new”

          If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

        • Access Phone Field Components (Country Code) Directly

          Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

        • Send mass messages through WhatsApp from the Tickets module

          Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

        • Lead Owner Signature Merge Field

          I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

        • How do I create a time field?

          I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

        • Alternating columns - How to reverse order on mobile - Responsive template

          Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

        • Next Page