Hello, everyone!
WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security, and serve as the unified content hub across all Zoho applications.
WorkDrive 5.0 marked a major leap forward with Data Loss Prevention (DLP) policies, AI capabilities, advanced sharing controls, and automated Workflows, redefining the way teams collaborate and manage information.
Now, with WorkDrive 6.0, we are introducing the next set of intelligence and control to your workspace. From AI-powered content discovery to enhanced administrative tools and improved accessibility, this release empowers teams to work smarter, collaborate seamlessly, and manage data with greater security and confidence.
Let’s dive into what’s new!
Content Intelligence
Ask Questions on Files: Let Zia Find Answers Hidden in Your Files (Beta)
Finding specific details inside lengthy documents can often be time-consuming. With Zia, you no longer need to scroll through pages or use keyword searches to locate what you need. You can now ask questions directly within your files and get instant answers drawn from the file’s content.
Open any supported file in Preview mode, click the Zia icon in the right pane, and select Ask questions from this file. Type your query, such as “List the sales numbers from this report”, and Zia will display the exact answer along with the relevant context.
Learn more about asking questions on files using Zia
- Supported plans: Business plan and Zoho One bundle.
- Available for users in the US, IN, and EU data centers only.
Zoho WorkDrive + Zoho MCP: Turn Prompts into Actions with Zoho MCP (Early Access)
Zoho WorkDrive is now integrated with Zoho MCP (Model Context Protocol), a new service that connects your apps and AI agents to automate complex workflows with a single prompt. By setting up your MCP server, you can link WorkDrive with more than 950 Zoho and third-party applications, allowing AI agents like Claude, OpenAI, Copilot, or Cursor to perform multi-step actions across apps.
Once configured, Zoho MCP enables AI agents to understand context and execute multi-step actions automatically.
For example, by typing a prompt like:
"Move ‘Finalised Presentation.ppt’ to the Approved Presentations folder in WorkDrive and share it with {user_email} with a natural language message."
Your agent will move the file to the specified folder in WorkDrive, share it with the intended recipient, and include a natural language message, all triggered by a single instruction. No manual steps, no app switching, and no coding required.
Learn more about Zoho MCP + WorkDrive integration
File Suggestions: Find Files Faster with AI-Powered Recommendations (Beta)
Employees often spend a significant part of their workweek searching for the right files. File Suggestions helps reduce that effort by anticipating what you need and surfacing the most relevant files instantly.
The feature studies your activity patterns, access history, and team interactions to recommend files you have recently accessed, frequently worked on, or commonly use, along with files your team engages with regularly. You can explore all these smart recommendations anytime from the File Suggestions tab in the left panel.
Learn more about File suggestions
Supported plans: All paid plans (Starter, Team, & Business), Zoho Workplace and Zoho One bundles.
Media Content Summarization: Get Instant Insights from Audio and Video Files
WorkDrive’s File Summarization now goes beyond documents, spreadsheets, images, and presentations to include audio and video files. With this enhancement, Zia can automatically transcribe and summarize media content, giving you quick insights without the need to replay lengthy recordings.
Learn more about File summarization using Zia
Automation
Automation in WorkDrive 6.0 focuses on extending workflows beyond internal teams and enabling deeper integrations.
Workflows: External User Support
WorkDrive Workflows now support external users, making it easier to collaborate on structured processes with clients, vendors, or partners outside your organization. You can now assign tasks such as reviews or approvals to external participants directly within a workflow, ensuring seamless coordination across teams. Earlier, workflows were limited to internal team members.
Along with this update, client users can now trigger automatic workflows. Previously, they could only start manual workflows and perform transitions.
Learn more about Workflows
Supported plans: Business plan and Zoho One bundle.
Workflows: Now Smarter with Custom Functions and Connections
WorkDrive Workflows just got more powerful. You can now automate advanced business processes using Custom Functions and Connections, enabling deeper integrations and smarter automation across your organization. Move beyond standard actions like share, copy, or move, and tailor workflows to match your team’s unique processes.
With Custom Functions, you can build and run scripts using the Deluge scripting language to handle complex actions or link WorkDrive workflows to other Zoho and third-party applications. Connections make this integration seamless by using secure OAuth 2.0 authentication, allowing your workflows to access external APIs without manual token setup. Together, they help you streamline data exchange, reduce manual effort, and keep your workflows synchronized.
Learn more about Connections and Custom Functions
Supported plans: Business plan and Zoho One bundle.
Accessibility Controls
Making Zoho WorkDrive Work for Everyone: More Accessible, More Inclusive
The new Accessibility Controls in Zoho WorkDrive are designed to make the platform easier and more comfortable for everyone. Whether you prefer larger text, higher contrast, or keyboard navigation, WorkDrive now lets you personalize your workspace to match your needs. These updates improve readability, focus, and ease of navigation for all users, including those with vision, mobility, or learning challenges.
WorkDrive is also optimized for assistive technologies such as screen readers, offering better navigation, clearer labels, and a smoother user experience. With these features, WorkDrive becomes more inclusive and adaptable, giving every user the freedom to work their way.
Alongside these improvements, we are advancing toward full compliance with WCAG 2.0, 2.1, and 2.2 (A & AA levels). This ongoing effort reflects our commitment to creating a platform that is accessible, usable, and welcoming to all users, regardless of ability or environment.
Learn more about Accessibility Controls
WorkDrive Desktop App now Available for Linux Users
We’re extending WorkDrive TrueSync support to Linux OS, joining Windows and macOS. Linux users can now enjoy the same seamless experience of accessing WorkDrive files directly from their desktop.
The WorkDrive TrueSync app creates a virtual drive of your WorkDrive account, allowing you to browse, open, and manage files without downloading them. This helps you save computer storage while keeping your data easily accessible.
Simply get started by downloading and installing the WorkDrive TrueSync app for Linux OS: Download Link
Learn more about WorkDrive TrueSync for Linux OS
Feature Updates & Enhancements
Customize File Listings: Add Columns and Sort Your Way
WorkDrive now lets you customize your file listing view by adding multiple columns and sorting files based on your preference. Choose the information you want to see, such as file owner, last modified date, file size, or type, and arrange it in a way that works best for you.
Whether you are scanning large folders or comparing multiple files, customized listings help you view relevant details faster and stay organized. Column customization is supported in List and Compact views, giving you a cleaner and more structured way to manage files every day.
Learn more about customizing file listings
Set Expiry Dates for Direct Shares
Expiry dates aren’t limited to External Share Links or Download Links anymore. You can now set an expiration date when sharing files directly via email, giving you tighter control over how long recipients can access your content. Once the expiry date is reached, access is automatically removed—keeping shared files secure and time-bound.
Learn more about sharing files and folders in WorkDrive
Archive Team Folders: Put Inactive Team Folders on Pause
You can now archive Team Folders that are no longer in active use but may be needed later. Archiving helps teams keep their workspace organized without losing access to important data. Once a Team Folder is archived, no users can access its files or folders, but all data, structure, and sharing permissions remain intact.
Learn more about archiving Team Folders
Mark as Final: Finalize, Lock, and Protect Your Work
The Mark as Final feature helps you indicate that a file has reached its final or approved version. Once applied, the file becomes read-only for all users, ensuring no accidental edits or changes are made.
Learn more about Marking a File as Final
Version History in File Preview: View and Manage File Versions Instantly
WorkDrive now offers a more intuitive way to view and manage file versions. With the Enhanced Version History update, users can preview all file versions directly within the preview window, making it easier to compare, review, and manage versions without leaving the page. You can seamlessly switch between different versions and keep track of changes in real time.
Learn more about version listing in file preview
Embed Code Customizations: Personalize How You Share Content
WorkDrive’s Embed Code Customizations give you more control over how files, folders, and videos appear when shared on external platforms like websites, blogs, or portals. You can now adjust the size, layout, theme color, and appearance of embedded content, and even configure playback options for videos such as auto-play, looping, or hiding controls.
Learn more about Embed Code Customizations
Upload Options: Skip Duplicate Files
Zoho WorkDrive automatically detects files with the same name and extension during uploads. You can now choose how to handle such files. Update the existing file with the latest version, keep both files as separate copies, or skip the upload altogether. This helps prevent accidental overwrites, reduces confusion, and keeps your workspace organized.
Manage Large files in My Folders
Large files like videos, design assets, and heavy presentations can quickly fill up your WorkDrive storage. The new Large File Listing view in My Folders makes it easy to find and manage these space-consuming files in one place. Review your largest files, decide what to keep or remove, and clean up older versions to free up valuable storage.
Learn more about optimizing storage space in My Folders
Administration and Data Security
Data Loss Prevention: Smarter Data Protection with Enhanced DLP Rules
WorkDrive’s Data Loss Prevention (DLP) feature already helps organizations prevent unauthorized access, sharing, or misuse of confidential files through automatic detection and classification. With this update, WorkDrive’s DLP policies offer new ways to define smarter, more precise detection rules:
Multi-keyword identifiers: You can now select Multi-keyword Identifier as a rule type and include multiple related terms within a single rule, separated by commas.
Regex-based identifiers: Create advanced detection rules using regular expressions (regex) to identify structured data patterns.
Sensitive Content Identifiers: WorkDrive can now identify PHI (Protected Health Information) data such as patient IDs, medical record numbers, and insurance policy details, supporting compliance in healthcare and related sectors.
Learn more about enhanced DLP rules in WorkDrive
Supported plans: Business plan and Zoho One bundle.
Data Templates and Custom Fields: More Flexibility and Control
WorkDrive’s Data Templates make it easier to organize, classify, and retrieve business data stored across files and folders. With this update, we’re introducing key enhancements that bring more flexibility, discoverability, and administrative control to your workspace.
What's New:
Control access to data templates by associating specific members or groups. Only the specified members or groups can associate these data templates.
Each team can now create more than 1,000 custom fields and mark up to 1,000 of them as searchable.
Learn more about data templates and custom fields
Supported plans: Business plan and Zoho One bundle.
Manage Large Files: Optimize your team's storage
Similar to the Large File view in My Folders, the new Large File Listing in the Admin Console helps you easily identify and manage space-consuming files across your team from a single location.
As an admin, you can review your team’s largest files, decide what to retain or remove, and clean up older versions to free up valuable storage. Learn how to optimize your team's storage
Supported plans: Business plan and Zoho One bundle.
View Preferences
Ensure a consistent viewing experience across your team. As a team admin, you can set:
Default folder view for your team: Set the preferred layout (List, Thumbnail, or Compact) for all users.
Default right panel view for file preview: Choose what displays by default in the right panel when files are previewed (Only Preview, File Details, Comments, or Data Templates).
Learn more about setting view preferences
Edit Permissions for Non-Zoho Formats
Team admins can enable or restrict editing of non-Zoho file formats using Zoho Editors, giving organizations complete control over how files are edited within WorkDrive.
Learn more about editing non-Zoho formats using Zoho Office Suite apps
External Share Link (User Info Collection)
Admins can define default user information requirements for external share links to enhance access tracking and security. When enabled, external users must provide details such as name, email address, or phone number before accessing shared files or folders.
Note: The setting is applied by default to all new external share links. Users may customize or disable the requirement during link creation, based on sharing preferences.
Learn more about enabling user info collection for external share links
Redesigned Admin Dashboard
Apart from these controls, we’ve also redesigned the Admin Dashboard to give admins clearer visibility into plan details, storage usage, and key activity insights. You’ll receive automatic storage alerts as capacity nears its limit, helping you stay ahead of potential disruptions and keep your team working without interruption.
Explore and share feedback
From AI-powered insights to refined admin controls, WorkDrive 6.0 brings meaningful upgrades designed to boost productivity and simplify teamwork. Try the new features and share your thoughts as you explore the platform.
Team Zoho WorkDrive 💙
Recent Topics
Pro Lite Upgrade - Quick Access Tray
Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)
Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
3 year sick leave cycle
How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle. This
WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
Is Zoho Communityspaces now part of Zoho One?
Is Zoho Communityspaces now part of Zoho One?
Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026
Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of
Send Supervisor Rule Emails Within Ticket Context in Zoho Desk
Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
Zoho Desk - Change Time Zone for all users and set default for new user
Hi, Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice? And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ? Thanks ! Fred
Allow Manual Popup Canvas Size Control
Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
Why does Zoho’s diff viewer highlight parts of unchanged lines?
Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
Add deluge function to shorten URLs
Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
form data load issue when saving as duplicate record is made
Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
Invoice template, how to change the text under "Notes" and "Terms and Conditions"
In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.
Recurring Tasks and Reminders in Projects
Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
Unable to remove the “Automatically Assigned” territory from existing records
Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
Improved Functionality PO Bill SO Invoice
Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT
Wishes for 2026
Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like
How to Integrate Zoho Books with Xero (No Native Connection Available)
Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
Markup instead of discount??
Is it possible to have the discount field on an invoice or estimate be a markup instead? It's the very same functionality that I am looking for - to be able to markup an individual item by either a $ or a % and have that cost added (instead of subtracted) to the item cost. Currently, I use the tax feature to accomplish this, but it's very awkward to have "Markup 15%" listed after the subtotal. Plus, if I want to markup items at different rates, I end up with several "markup" lines in the totals
Plan switch
I thought I pressed the Free button, but after they set up the account, I see that I am on a Premium trial. Is this usual? How do I get onto the Free version?
'Tax registration date'?
The second question in setting up is 'Tax registration date'. My first question: which tax? My second question: why do you need the registration date?
What if we don't have an ABN?
Australian business. Setting up. We have no ABN. It's not compulsory. Field not allowed to be blank. What to do?
Keeping track of project expenses
I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue
Linking Multi-UOM Barcodes to Products in Zoho Books
Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
How to change "from" email address when invoicing.
HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.
Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
Hide/Show Subform Fields On User Input
Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
Cloning Item With Images Or The Option With Images
Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
Custom validation in CRM schema
Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
Is it possible to roll up all Contact emails to the Account view?
Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
Managing credit cards
Hi, I'm hoping someone on this forum can help me out managing credit card accounts. Transaction are entered as expenses using the credit card account and, as expected, the card balance shows as a negative since this is clearly money I owe them. Once I make a payment, of the full amount owed, I woudl expect the balance to become zero. It doesn't, the negative balance just keeps on increasing even though the payment is reflected correctly in my main operating account. No-one at Zoho seems to understand
Free Training - Explore What’s New in Zoho One 2025
Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
Quick way to add a field in Chat Window
I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
How to create a two way Sync with CRM Contacts Module?
Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app
How to import data from PDF into Zoho Sheet
I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
Trigger Workflow, Approval Process, Blueprint by Deluge in Zoho CRM
#Tips & Trick If you intend to activate your Workflow, Approval Process, or Blueprint through either the deluge script or Zoho CRM API during the creation, updating, or deletion of a record Try this Script mp = Map(); trigger = List(); // Workflow trigger.add("workflow");
Zoho Projects Android app: Integration with Microsoft Intune
Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
Cant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
Next Page