In the Documents tab you can upload presentations, spreadsheets, PDFs, and the like for easy access. You can upload up to 10 files at a time.
To upload documents
You can create documents, presentations and spreadsheets using Zoho Writer, Zoho Show and Zoho Sheet respectively.
To create a file
Files uploaded under the Documents tab can be linked to multiple records as attachments.
To attach a file from the Documents tab
You can delete a folder only if you have the profile permission to delete a document folder. On deleting a folder, the files in it will also be deleted and moved to Trash.
To delete a file
Some of the other options available for documents are listed below in the table:
Feature Options | Description |
Download | Download files from folders and store them in your local drive. |
Check-out | Check-out the documents and upload the updated versions of it. |
Review | Write a review for the document. |
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