Zoho Workdrive and Zoho Sign Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named "John Doe". I have a folder created for each customer due to the Zoho Sign and Zoho CRM Integration. Could I achieve this using the approach of the Zoho Sign and Zoho CRM Integration? Or do I need to look for the Zoho Sign and Zoho Workdrive Integration?
Video Tip #10: Manage all your Team Folders in one place
Hello everyone, We're excited to be back with our video tip of the week. We hope these tips help our WorkDrive community learn more about the essential features of your favorite online collaboration software. Team Folders are a common space where your team members can create and access business data. You can add members who share collective responsibility to specific Team Folders, as well as set the right access controls for the files and folders in it. You can create multiple Team Folders for individual
Sharing folders across different zoho organizations
Hi all, we have the current setting: - I am managing two different organizations with two separate zoho accounts (subscription plans) each. Now we want to share folders between the two organizations. What's the best way to do that? Kind regards Vin
How can I share multiple files in Workdrive
A customer is a creative agency and they send examples of video work to their clients. The format is one large video at top of page, this video has information about the video underneath it and an option to download or comment. When you click on any other thumbnail it moves to the top and plays How can I do this in workdrive? Thanks Mike
Zoho WorkDrive is now part of Zoho Workplace
Zoho Workplace is a comprehensive suite of productivity apps that help you get work done, better. It comprises of nine apps that let you create, collaborate, and communicate with your team wherever they are. Zoho WorkDrive is now added to this bundle and replaces its predecessor, Zoho Docs. Below are the WorkDrive features you will get in the respective Workplace plans: Zoho Workplace Standard plan 5 GB shared storage per user in Zoho WorkDrive. (For eg, if an org has 10 users they will have a total
Tips and Tricks #24: Three ways to declutter your cloud storage
Hello everyone! We hope you and your loved ones are safe and well. Today's post is about how you can organize your team files and folders to ensure easy access to information. In case you haven't read our previous articles in our WorkDrive Tips and Trick
Video Tip #9: Choose to Suspend or Delete a Team member
Hi everyone, We're excited to be back with our video tip of the week. We hope these tips help our WorkDrive community understand more about the essential features of your favorite online collaboration software. Team Admins in WorkDrive can choose to either suspend a team member for a certain period or delete them permanently from the team. In either case, the members would lose access to the team files immediately. Let's take a closer look to explain these features and their uses. Deleting a team
Tips and Tricks #22: Set permissions for external sharing
Hello everyone! We hope you're finding our WorkDrive Tips and Tricks series helpful. Maintaining data confidentiality is crucial for any organization. Restricting data access and setting permissions on who can share files help protect your sensitive information
Mapped Network Drive
Hi there, one of our 3rd party installed on all users relies on a single database file to run - that single file is currently stored on an on-premise server with a mapped network drive allowing that application to locate/use that file. We would like to get off the on-premise server all together & move everything onto the cloud with WorkDrive but how we would be able to set that app with the file location?
WorkDrive
I love WorkDrive - this is everything Zoho Docs should have been but better. Is there an option for either a) a desktop client b) setup as a network drive - this would be preffered over the web interface for adding new files, etc.
How to share several files and folders with one single link ?
Hello, we would like to share several files and folders with one single link. Like if it was a virtual folder including grouping several files and folders archived elsewhere. How could we proceed ? Exemple : Our server has the following folders : C: / Sales / invoices C: / Technical / datasheets C: / Marketing / Pictures We want to share to customers the folders : Invoices + datasheets + Pictures with only 1 link. We don't want to copy/paste those folders in a "New folder" otherwise we would have
Uploading a File through Browser - FAILS
.....goes upto 99% and later shows Error Message that it can't be uploaded Is there a network wide issue?
Making more room for your remote team
With more and more teams worldwide working remotely in response to the COVID-19 pandemic, we're now increasing the storage limit for WorkDrive's Starter and Team plans to help make remote work easier. Previously, the storage limit was 100GB of shared
External users upload files or images to WorkDrive fails
I've been trying to add an external supplier on a workdrive folder and have the link setup with the person to "upload" access but no matter what they cannot load files past 99%. How do we fix this?
Tip #21: Changing team name and Super Admin Contact in WorkDrive
Hello everyone! We hope you're finding our WorkDrive Tips and Tricks series helpful. In this post, we'll take a look at how you can change your team name and Super Admin Contact in WorkDrive. Making changes to your profile information is an easy and straightforward
New in WorkDrive: Manage your email attachments efficiently with the WorkDrive add-on for Gmail
Email has always been the nerve center for business communication. In fact, it is one of the primary tools that companies use to share information and documents. However, uploading and sharing large files has always been a challenge. Well, not any more! Introducing the WorkDrive add-on for Gmail. Share documents without worrying about the file size and manage all your attachments in a single place. With the WorkDrive add-on for Gmail, you can: Pick files from WorkDrive and send them as email
Welcome to the Zoho WorkDrive Community!
We're happy to announce Zoho WorkDrive Community, a platform for anyone to exchange ideas and best practices, ask questions, and connect with other users about how to use WorkDrive. Our goal for this community is to make resources and help available to
Video Tip #7: Generate personalized file activity reports
Hi everyone, We're excited to be back with our video tip of the month. We hope these tips help our WorkDrive community understand more about the essential features of your favorite online collaboration software. When it comes to administering your team's data effectively, it is essential to have an audit trail that tracks all documents and activities from each person involved in the process. With the WorkDrive's ability to run custom reports, you can generate reliable activity reports on every action
Any plan to implement "sync on demand" feature in the near future?
Google has shifted to drive file stream, whose similar services include smart sync by Dropbox and file on demand by OneDrive. Is there any plan that Zoho WorkDrive implements this system? After having used Google Drive for some time, this sync on demand is found very useful as it can save local memory use and increase security.
Tip #20: Build a better relationship with your external stakeholders
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series helpful.
Collaboration is key to the success of any business, especially when your company depends on external stakeholders. For today's tip, we'll teach you how to work with
WorkDrive - Work network drive
I am using Windows server 2012. Clients access the shares to add "Work network drive". Thus, they can access shares like drive C and D. Now I have uploaded my data to WorkDrive. And I deleted the data from the windows server. How can I create "Work network drive"?
Documents don't sync properly
Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync the
Upload signed Zsign document to Workdrive
Hi, We need a way to upload a signed ZSign document to Workdrive. We'd like to be able to choose in which folder it will be uploaded, pretty much like we can already do in Zoho Writer (Screenshot 176, 177). Please let me know if this feature is planned. Thank you!
Tip #18: Secure your Zoho account from unauthorized access
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series helpful. For today's tip, we'll show you how to secure your Zoho account from unauthorized access. Data is any business biggest asset. Losing it can cripple an entire organization.
Renaming the files in the shared folder
Hello, is it possible to share folder with the external user to give him a permission to rename files names that already exist in the folder? Thanks in advance. Katarzyna
Video Tip #6: Enabling quick access to your favorite documents
Hello everyone, We're excited to be back with our video tip of the month. We hope these tips help our WorkDrive community understand more about the essential features of your favorite online collaboration software. Recent Files Spend your valuable time working with important information instead of hunting for it. The Recent Files tab in WorkDrive's left panel will help you quickly access your recently opened or edited files. Favorites WorkDrive allows you to set your crucial, frequently accessed, files
Can't access ANYTHING
Tried to open my app and get the error message "The page you requested was not found." I can't access ANYTHING. All my law firm documents are on work drive. What happened???
How to clean WorkDrive cache?
I'm using selective Sync. When I go to my WorkDrive folder and check the total size of all folders, I get 9Gb. But when I check hidden folders, there is a .~$zstmp/.cache with a massive 120Gb... Any way to safely remove the cache? Thanks for your help.
New in WorkDrive: Optical Character Recognition and Object Detection in Search
We know managing team files often means a lot of clutter, which is why we've introduced features like global search and data templates to improve your file management experience and help you find information faster. Today's update is along those same lines, as we introduce Optical Character Recognition and Object Detection in WorkDrive's search function. You can now easily find your images and scanned docs by simply searching for any text they contain. Object Character Recognition helps to extract
Please give us the option to open documents with Microsoft Office instead.
When selecting a document, the open with button should have the option to select Microsoft Office products. If not available please remove the option to open with Zoho products as we end up creating multiple versions of the same file.
Move location of Desktop app to other HD
For some reason the Desktop version of WorkDrive installed on my (SSD) C-drive instead of on another larger HD on my computer. How can I move it to this other drive? P.S. Normally apps automatically install on my other drives as I have configured my PC this way.
WorkDrive Search vs Google Drive Search
I'm looking to potentially move much data into WorkDrive but I have big concern. Microsoft's desktop search has scarred me for life. You would think Microsoft could search a hard-drive as fast as Google, but that is not the case. So I have learned that search is vitally important to usability. Can anyone who is using WorkDrive with lots of data speak to the search experience using Google Drive or Gmail search as a benchmark? Key criteria are: 1) Speed of results - does it return results quickly
Tips and Tricks #16: Build a connected campus with Zoho WorkDrive
We are back with another interesting post for this week. In case you haven't read our previous articles in the Tips and Trick series, you can find them here. Today's tips are designed for universities or training institutes who are moving towards digital
moving files in a directory using an external link sharing
Hi all, With Zohodocs, I used external link sharing to share my documents with my accountant. She was able to access the files and then move them to a subdirectory. It seems that we are no longer able to do it with Workdrive even if we use modify access rights. (tried in Chrome & Safari) thanks for you help.
Default Folder VIew
Is it possible to change the default view, in WorkDrive, from list to folders? I would like to do this for the organization.
New in WorkDrive: Streamline information across all your business apps with the WorkDrive and Zapier integration
Bridge the gap between your organization's data and business apps with our WorkDrive and Zapier integration. Connect WorkDrive with the apps you use every day and help your teams stay ahead. Save time by creating custom workflows to automate repetitive tasks using Zaps. What are Zaps? Zaps are workflows that link two or more apps together. Zap consists of two parts, a trigger and an action. A trigger is an event in an app that starts the Zap and the action is what the Zap does in response to the
Zoho Work Drive not syncing successfully
My team and I are currently in the process of moving over all files into the Zoho Work Drive. However, we are running into issues where the files do not sync properly. The two most common problems are: 1. Not all files in a folder will sync when it is uploaded or drag & dropped. 2. Some file names or extensions will be changed when they are moved over. These issues are making it impossible for us to complete this important task that will allow us to work remotely. I sent a request previously,
Moving folders but RETAINING creation dates
Hi Guys, I have some mission sensitive data that I have stored on google drive for many years. As these files are TIME sensitive and my staff will enter foldes based purely on creation date. i need to find a way to move about 1000 folders over to Workdrive but RETAIN the original folder creation date as it appears on google Drive. Has anyone any ideas how to do this? This is all that is stoppping us leaving Google for good and having everything now with Zoho. (Books, Analytics, Reports, campaigns,
Windows 7 (Pre Service pack 1)
Hi folks, I have another problem. I have a laptop that MUST stay with the original Windows 7 with no service packs installed as it runs legacy software that service pack one breaks. I have just found that Workdrve doesnt work on this machine. I get errors as below on first install... Can anyone help?
Tips & Tricks #15: Ensure effective employee onboarding with Zoho WorkDrive
Creating a solid onboarding process is as crucial as investing your time, effort, and money to pick the right talent. As employers, it is essential to make your new hires feel welcome and give them the necessary guidance to understand their role.
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