Zoho Work Drive

Hey all,

Could someone explain to me how to perform these function in WorkDrive?

What I want to do is upload an excel template sheet into a work drive folder. I want to make it such that our users can access the template then save a filled out version and save it to a separate folder in Work Drive.

For example, we want our installers to open up Zoho WorkDrive and go to our installation folder. They would then click on the install report template and fill out the sheet. They then need that new document they edited to be saved as a new document into a separate folder called completed Install Reports.

Any assistance in saving existing documents into new ones and automatically saving to a new folder would be helpful.