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.
Productivity
WorkDrive Snap: Record and share files quickly
Couldn't schedule meetings across time zones?
Now, you can quickly record video, audio, or your screen from right within the WorkDrive app and share it with your team.
Screen recording: Whether you're sending a proposal, or reviewing a document, you can now record your screen along with your video for better clarity and impact.
Video recording: If you want to share a message or announcement with your team, simply record your video and share it with your entire organization.
Audio recording: Take audio notes or record meeting audio so you never miss key points discussed in your team or project meetings.
You can record while offline, but to upload the file, you must be connected to the internet.
Note: You can currently record for a maximum of 30 minutes.
Security and collaboration
External sharing just got better—and more secure!
When you share a file or folder with external users (who don't have a Zoho account) using email addresses, they must now verify their email addresses via OTP authentication to access it.
External users can now upload files, and add or reply to comments. WorkDrive signup is not required. We'll soon enable the Edit option for external users as well.
Data administration
Manage all your team's shared items in one place
Admins can view a list of all shared items and track who they're shared with, whether they're shared externally or within a team, and more.
You can easily search for shared files and folders by applying the following filters
- Share type
- User
- Location
- File type
Path: Data Administration > Shared Items
Manage all shared items in a Team Folder
When you're working with multiple stakeholders, such as external users and organization members, it is important to keep your team's data safe and maintain full control over it. Now, Team Folder Admins and Organizers can easily view and manage all items shared internally and externally, make sure data is secure, and update or remove permissions whenever required.
Path: Team Folders > Manage > Shared Items
This feature is available for all WorkDrive team plans.
Manage all shared items in My Folders
We are making it easier to manage shared items in My Folders too! You can now view and manage all your shared items from My Folders. Quickly check which items are shared with external users, team members, and more.
Path: My Folders > Manage > Shared Items
This feature is available for all WorkDrive plans.
Find all files in members' My Folders
Admins can now view the entire list of files and folders in a team member's My Folders from the Admin Console. This gives Admins full control over each team member's data. They can share the files with other team members, or transfer ownership to themselves or another team member, if required.
Path: Data Administration > Find in My Folders > (Select User)
Transfer ownership of files and folders
When an employee is not available temporarily or leaves an organization permanently, it's important to transfer their data to another employee securely. Admins can now transfer ownership of files and folders from one user's My Folders to another.
Path: Data Administration > Find in My Folders > (Select User) > (Select Files/Folders) > Transfer Ownership
Note:
- Data Administration features are only available with WorkDrive's Business plan.
Integrations
Bigin's integration with Zoho WorkDrive simplifies file management
Bigin's integration with Zoho WorkDrive helps you exchange files with your customers or leads in a secure and organized way. You can now create a File Cabinet for each customer and efficiently send, receive, and store related files.
With this integration, you can:
- Generate unique links to collect customer files
- Get notified whenever customers upload files
- Configure workflows to automate file management
Cliq/WorkDrive integration: Share files from WorkDrive
You can now share files directly from WorkDrive to your Cliq chats and channels. When you share files from WorkDrive, you have the option to choose the share type and set permissions.
When sharing to channels, you have the option to share the selected file(s) with channel members, org members, or anyone on the internet.
Group Team Folders for easy access
If you have integrated Zoho Projects or Zoho Marketing Plus with WorkDrive, you can now group the Team Folders created in Projects and Marketing Plus in the left panel of your WorkDrive account for easy access and management. Team Folders created directly in WorkDrive will be listed separately.
Save emails from Zoho Mail as EML files in WorkDrive
With the Zoho Mail/WorkDrive integration, you can now save an entire email as an EML (Electronic Mail Format) file in WorkDrive. This way, you can keep a backup of important emails and preview them right from WorkDrive.
Your EML file will contain the email content along with details, such as the subject, sender email address, recipient email address, date and time of the email, and attachment details (if any).
User experience
Tree view for efficient navigation
The new tree view in WorkDrive makes it easier to access folders from any location in Team Folders or My Folders based on hierarchy.
Support for editing comments
WorkDrive now supports the Edit option for comments. This allows users to modify their existing comments at any time without deleting them.
Copy or move enhancements
Copy or move files using keyboard shortcuts
Keyboard shortcuts are now supported in WorkDrive for copy and move actions.
Copy files and folders
Copy: Ctrl+C (Cmd+C on MacOS)
Paste: Ctrl+V (Cmd+V on MacOS)
Move files and folders
Cut: Ctrl+X (Cmd+X on MacOS)
Paste: Ctrl+V (Cmd+V on MacOS)
Note: Ensure you have permissions in both the source and destination folders for copy and move actions.
View progress of copy and move actions
We have added a progress bar to show clear details of ongoing copy and move actions for your convenience.
Watch this space, as we will share the WorkDrive 4.0 Phase 2 updates in the next few months.
Recent Topics
Playback and Management Enhancements for Zoho Quartz Recordings
Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
Zoho Analytics - Feature Request For Time Based Data Source Fetch
Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the
Which user's capacity is used for Shared Mailbox storage?
We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?
Inserting the current date / time
I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p".
Campaign editor overrides href value
I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,
how to add subform over sigma in the CRM
my new module don't have any subform available any way to add this from sigma or from the crm
Bug Report and Suggestions for Improvement in Zoho Applications
Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
Canvas Flex Box containers should not require a width/height.
Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational
Zoho Desk Android app update: Filter enhancement, Save Filters
Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,
Very long loading times | bad performance [ZOHO DC: EU]
Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)
Zia Profile Summary now supports six languages and responds faster
After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
Introducing Zoho Show Android 3.0
Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration
Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab
Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.
Peppol integration zoho invoicefu
Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic
Allow Recording Only a Selected Portion of the Screen
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen
Restricting Calendar View to Working Hours
Hi: I'm trying to implement a calendar which displays all of my customer appointments. Currently, the calendar shows all 24 hours of the day. Is there a way to restrict the hours to simply the times my business is open? Thanks!
Add Camera Background Blur During Recording
Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential
Amazon FBA integration - Handle invoice reconciliation under different GSTINs,
Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are
Whatsapp Integration questions
Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO
Allow Font Size 11 in Editors...
That is basic functionality...
link mail.zoho.com/UnblockMe to unblock
Could you please unblock my account heloisa.bomfim@expansaodenegocios.com
Unblocked me
Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com
Integrating External Portal Tickets Into Zoho Desk
A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible
Show unsubscribed contacts ?
Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)
Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
Send WhatsApp voice messages from Bigin
Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions
CUSTOM FUNCTION GIVE ERROR #EVAL!
CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
Samsung Keyboard Issues with Notebook
Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
Zoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
Zoho Developer Community Hackathon 2025 is LIVE!
Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this
Zoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
Zoho Workdrive for Office, "vsto runtime not found"
Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin? FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date. I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.
Can no longer export as pdf
In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
Emails are going to notification folder and not in inbox
emails are going to notification folder and not into inbox
How can I prevent the Zoho Vault extension from automatically logging me out?
Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.
Zoho CRM App - Links
Hi Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene
Templates
Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive
Contacts limit in basic vs standard - what counts? Are customers contacts?
I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,
Finding missing records
I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve
Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module
Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?
Next Page