Attaching Documents from Zoho Docs

Attaching Documents from Zoho Docs

Zoho CRM now makes it possible to attach files from Zoho Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share business information easily with instant access to files.

Benefits

  • Save time by sharing documents easily.
  • Share and manage all documents, spreadsheets and presentations within the marketing, sales or support teams.
  • Have a single, final version of all documents that are shared.
Availability
Permission Required
Users with permission for attachments in their profile can access this feature.




Attach Files from Zoho Docs

To attach files from Zoho Docs

  1. Click the [Module] tab.
  2. Select a record to which you want to attach documents.
  3. In the [Module] Details page, under Attachments, click theZoho Docs link.
  4. In the Attach from Zoho Docs page, select the required document(s), spreadsheet(s) or presentation(s).
  5. Click Attach.
    The file will be available in the Attachments section.
Note
  • The Attachments section is available in all modules except Dashboards, Reports and Forecasts.
  • You can attach a maximum of 5 files (at a time), not exceeding 5MB in total.

    • Related Articles

    • Attaching documents to emails

      In Zoho CRM, you can upload attachments in various places. You can upload attachments in the following: Individual records in CRM In individual emails In the email templates There are file size limits based on where you upload the attachments. Also, ...

    • Attaching from Local Drive or Desktop

      You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Leads, Contacts, Accounts, etc. In the [Module] Home page, ...

    • Attaching files from WorkDrive

      WorkDrive is a cloud based file management software that allows people to create, store, and share files within their organization. Any document (Spreadsheets, presentations, PDFs, images, or writer documents) that is created in WorkDrive can be ...

    • If I don't have any documents in Google Docs, can I create one from "Attach from Google Docs" page?

      No. You cannot create a document from the "Attach from Google Docs" page. The document has to be present in Google Docs for it to be attached to Zoho CRM.

    • How does Zoho CRM integrate with Google Docs?

      Zoho CRM uses the Google OpenID Federated Login API to attach documents from Google Docs.