Add documents/uploaded files in Zoho CRM records that can be accessed by all team members?

Add documents/uploaded files in Zoho CRM records that can be accessed by all team members?

Hi, 

I'm building out our small business' Zoho CRM implementation and are on a Zoho One plan. We do LED Lighting Projects for customers, and collect data like customer utility bill PDFs, and pictures of existing lighting that we want to keep in one centralized repository from a Deal through to a project we are executing on.

There are certain documents we want to hold within the Deal record itself to make it easily accessible to our seller, including a Customer Utility Bill PDF. We've also created a custom module called Customer Projects to maintain and hold all data that will eventually pertain to a customer project, which includes a mixture of custom fields and documents like site audit data (XLSX), energy savings calculations (XLSX), statements of work (DOCX), and images of post-installation lighting and fixtures. 

In WorkDrive, I want to have one folder per Deal that contains all of these customer-related documents. It should be a Team Folder that is accessible to all team members (not just a record owner), and I'd like the data both from the Deals Module as well as the associated record from the Customer Projects module to exist in both of those places if possible. 

I can see from Zoho MVP Hugh Marshall's (excellent!) videos on Youtube how to automatically create structured Client folders in WorkDrive from Zoho CRM: https://www.youtube.com/watch?v=TbIhJLCtoiQ ; how to automatically ensure those sync with the CRM: https://www.youtube.com/watch?v=sCmKvf1hvDs; and how to make those files visible in a related list within a Zoho CRM Module: https://www.youtube.com/watch?v=CgPSg0CMBhU. Thank you Hugh for these!

I want to build on top of these custom Client Folders, but here is where I am stuck: 

If I have opened a Deal record, or a Customer Project record, I want to be able to:

1) Upload a file into a File Upload Field and have it go into the relevant subfolder in Client WorkDrive Folder that I've created.

I haven't been able to find documentation that clearly states where the file uploaded into a File Upload Field is hosted (if it's hosted in WorkDrive), so I don't know where I would be able to locate it to trigger any kind of workflow that would move it into a Client Folder.

2) Add any other attachments to that record and have those attachments go into the relevant subfolder in the Client WorkDrive Folder.

I read in the documentation that the standard "Attachments" related list does create a folder for a record, but it is only viewable to the record owner: 
https://help.zoho.com/portal/en/community/topic/crm-x-workdrive-file-storage-for-new-crm-signups-is-now-powered-by-workdrive#:~:text=Detailed%20Path:%20My%20Folder%20%3E%20Apps,Hello%20Adi%2C  (I just want to call out that this is very limiting and would be great to have improved for a future release). 

Thank you in advance for any advice you can give! 




      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Kaizen #217 - Actions APIs : Tasks

            Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
          • Kaizen #216 - Actions APIs : Email Notifications

            Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
          • Kaizen #152 - Client Script Support for the new Canvas Record Forms

            Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
          • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

            Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
          • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

            Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Commerce in multiple languages

                                    When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                  • Urgent Zoho Creator down!!!???

                                    Now my zoho creator faced this issue. Anyone has idea? Urgent!!!
                                  • The Social Wall: September 2025

                                    Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the
                                  • Introducing Detailed View for Candidates in Vendor Portal

                                    We’ve added a new Details sub-tab inside the Vendor Portal to help vendors easily view complete candidate information after submission. With this update, vendors can now access all candidate details, from personal information to associated job openings,
                                  • Zoho One Down

                                    Zoho Team, Checking if when the services up - currently Zoho One is down
                                  • How can I track which zoho users are actively using Zoho CRM

                                    I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
                                  • Access to Detail View From HTML Snippet

                                    Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,
                                  • Billing Management: #10 Solving Common Mistakes in Billing

                                    Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending
                                  • 【開催間近 - 10/17】東京 ユーザー交流会 Vol.3 参加登録 受付中!(参加無料)

                                    ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します! ZOHOLICSよりも小規模なイベントですので、「リアル開催はちょっと緊張する…」という方も、安心してご参加いただけます✨ 当日は、初公開の事例を2つご紹介予定です! なお、セッション映像のアーカイブ配信は予定していないため、会場にお越しいただいた方だけが、登壇者へ直接質問したり、リアルな声を聞いたりできる貴重な機会となっています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
                                  • Loading CSS Stylesheets into HTML Snippet

                                    Combining html/css into a single snippet can grow quite large for a UI that has a lot of functionality/styling. To keep things tidy, are we able to pull files into an html snippet using a <link> tag? If so, what are some best practices?
                                  • Notes Attachments

                                    Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you
                                  • Canvas: empty images

                                    Hello. If I add an image field like contact photo in a Canvas design, and the field is empty, there is an ugly placeholder in its place. This doesn't happen in the standard view. In the standard view, if the contact photo is empty, nothing appears in
                                  • Google enhanced conversions not working

                                    Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup
                                  • Sync Contacts with iPhone

                                    Is syncing the Zoho Personal Mail contacts with the iPhone (or other mobile devices) in the works?  I just dumped Yahoo & then found out that contacts sync is missing.  Importing is only a stop gap and a step backwards for me.
                                  • MS Teams Meeting to Zoho CRM

                                    Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
                                  • Font Size 11 - Zoho CRM Email Templates

                                    Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
                                  • Calling Function via REST API with API Key gives 401 using Zoho Developer

                                    Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
                                  • How do I move a section or element from one page to another in the NEW Zoho Sites UI

                                    I have a section on my home page with numerous elements within it and I'd like to move the entire section to a different page on my site so I don't have to recreate it from scratch.  Is there a way for me to do that easily? I could use a quick answer on this please.
                                  • Zoho Projects app update: Global Web Tabs support

                                    Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest
                                  • Export as MP4 or GIF

                                    Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon
                                  • Page Layout- Horizontal Rule

                                    When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields?  I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section.  If this is not possible, does anybody have any other suggestions on how to create this same effect?   Thank you!
                                  • Zoho Books will discontinue support for older browser versions soon

                                    Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100
                                  • Zoho Projects - Q3 Updates | 2025

                                    Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and
                                  • Zoho Sheet - Printing - Page Breaks and Printing Customization

                                    I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
                                  • Issue with Trident exe file

                                    Hello Team, Exe Setup file It's showing harmful for user pc please check and do needful. this message for developer team. Thanks Bhargav Purohit
                                  • Different languages for users

                                    Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
                                  • Transaction Locking with the dynamic date

                                    Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
                                  • Unable to change sales_order status form "not_invoiced" to "invoiced"

                                    I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting
                                  • Apply Vendor Credits Automatically

                                    We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?
                                  • Apply Vendor Credit Automatically

                                    Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
                                  • Need Easy Way to Update Item Prices in Bulk

                                    Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
                                  • Creator problem: Edit form View not displaying whole form

                                    I'm having problems with the form in my database. The edit view is not showing the whole form: This is how it looks in the normal view: As you can see, there is a whole section in the bottom right of the form which is not displaying in the Edit View. This means that I can't change or delete any of these fields... Anybody had a similar problem or know a solution? Any help would be appreciated.   Cheers,
                                  • Vendor Master Enhancements for Faster Purchase Entry

                                    I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
                                  • Quick Item Search & Auto-suggestion for Invoices

                                    Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something
                                  • Integrating Chatbot with Zoho Creator Application

                                    Is it possible to integrate a chatbot with a Zoho Creator application?
                                  • Average Costing / Weighted Average Costing

                                    Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.
                                  • 'Add Tax To Amount' not reflected in Invoice

                                    Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:
                                  • "Subject" or "Narration"in Customer Statement

                                    Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only
                                  • A real WYSIWYG field instead of the limited rich text

                                    Hi to everyone A "real" WYSIWYG or HTML field that outputs good HTML code when accessed through the API would be excellent. I tried to use the rich text field, but the styling options are limited. For example, there are no heading tags (h1 to h6), and
                                  • Delete my store of Zoho commerce

                                    Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650
                                  • Next Page