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

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.

 

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.

As always, you can contact our support with any questions, or simply add your comments below.
    • 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

    • Can't connect to POP and SMTP over VPN

      I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).
    • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

      Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A
    • 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
    • GrassHopper VOIP Integration

      Does Zoho Plan to integrate with Grasshopper to allow the Telephony hookup in Zoho Desk?  If not, Can this be passed along for consideration 
    • O SalesIQ aceita números do Whatsapp Business com coextistência?

      Tenho uma equipe com vários vendedores e cada um deles tem um celular corporativo usando o Whatsapp Business para se comunicar com os clientes. Estamos no plano Zoho One e esses mesmos vendedores também usam o SalesIQ para atender os leads que vem do
    • Merge Tickets Directly from Contact Page in Zoho Desk

      Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
    • Zoho Extensions 101: Building extensions for Zoho People

      Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos
    • Any update on much requested feature, to delete attachments without deleting the e-mail body?

      People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text
    • Undo/redo when composing Mail

      Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?
    • Mail menu bar items missing in Inbox and folders

      Last night some shortcuts such as Move to Folder, Archive, Delete, Mark as spam, and others, disappeared from my Mail menu bar, along with items in the vertical three dots extension such as Mark as read, Flag as, Mark as unread, etc. What I now have instead
    • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

      This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due
    • Sent items with shared folders

      Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is
    • What's New in Zoho Inventory | July & August 2026

      Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements
    • E-mail com problema

      Não estou recebendo e-mail desde Janeiro. Algo desconfigurou e eu não consigo resolver. Podem ajudar? Aguardo. Wagner Della Aversana Whats 55 11 985119899
    • Account Blocked due to Suspicious Activity.

      Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step
    • Widget Height were destroyed

      All widget heights in the Details Canvas view are broken. Moderation Update: This issue with widget heights in Client Script popups and flyouts has been resolved. Widgets should now display at their expected heights.
    • SAML authentication in Zoho Mail: Simplify and secure your organization's login management

      Managing login credentials across multiple web applications can be challenging for organizations with a large number of users. Without a centralized authentication system, users are required to maintain separate passwords for each application, increasing
    • How to prepare a balance sheet for a company that has no operations yet?

      .
    • Can't create new account in zoho email

      Hello, i'm trying to create some free accounts to my customers... and since yesterday i can't create a new account, what is wrong? why i can't create free account? Thank You
    • Name autocomplete

      Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is
    • Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

      Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
    • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

      I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
    • Reminder Settings - Time Tracker

      On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,
    • Create a single record from multiple images with ICR

      Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images based on the configured ICR rule. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract
    • SPF failure in android app

      I have no domain. I am not admin of anything. All I want to do is send an email from a zohomail.eu address, using the Zoho android app, with all settings as default. I do not use Office 365, or EOP, or Outlook, and I have no domain or domain registrar.
    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,
    • Page Not Found error - 404 error

      Hello, I am a first time user of zoho sites.I just published my website dentistinminneapolis.com but its giving me a 404 error.Please look into it ASAP and help with the problem.
    • What's New in Zoho POS - September 2026

      Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how September went. Global Edition of Zoho POS for Retail is here On September 28, 2026, we launched
    • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

      Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
    • Announcing new features in Trident for Windows (v.1.43.5.0)

      Hello Community! This release includes a collection of enhancements and feature updates aimed at making your email and collaboration experience smoother. Let’s dive into what’s new! Zoho Desk email notifications as Smart Mail. Zoho Desk Smart Mail is
    • How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?

      Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical
    • How To Implement an Auto-Check-out Feature for Attendance?

      If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM
    • Convert an Existing Single Item into an Item with Variants

      Hello Zoho Team, Introducing variants is a great addition to Zoho Inventory. However, we would like to request an option to convert an existing single item into an item with variants. For example, Item A initially comes in only one colour, so we create
    • IP Address List > Sigma

      We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform
    • Default Country list suggestions on CRM is different then on Book; how do/did others address this?

      So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with
    • Object-level edit permissions

      Hi, we are currently running into a limitation with permissions inside larger workspaces. Our use case is a central Analytics workspace that contains many tables, Query Tables, reports and dashboards used by different teams. We would like to allow certain
    • Convert Sales order to Delivery Challan

      Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order
    • What's New in Zoho Inventory | September 2026

      Hello users, September brings a range of new features and enhancements across Zoho Inventory. From improved inventory operations and reporting capabilities to greater customization, automation, and enhancements to Delivery Challans, there’s plenty to
    • Mirror Component in Zoho CRM: Access real-time related data without leaving your record

      Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
    • Next Page