Documents

Documents

You can upload any documents based on your project requirements and view them in Files View, Thumbnail View or Preview Images. And you can also group the various documents into individual folders.

View documents

  1. In Home section, click Projects.
  2. In Projects list view, click the desired project to display its dashboard.
  3. Click Documents. By default, displays the list of files.
    • You can also switch to Thumbnail View or Preview Images, if required.
      view-documents
  4. Click on the desired document to view.

Create new documents

  1. In Home section, click Projects.
  2. In Projects list view, click the desired project to display its dashboard.
  3. Click Documents. By default, displays the list of files.   
  4. In Files view, click Create and then select the desired option to create new documents.
    • You can create a new document, spreadsheet or presentation.
      create-documents

Bulk updates

You can update multiple documents at the same time. You must select a document, to enable the Update option for documents.

  1. In Home section, click Projects.
  2. In Projects list view, click the desired project to display its dashboard.
  3. Click Documents. By default, displays the list of files.   
  4. In Files view, select a document to enable the Update option.
    bulk-updates
  5. Select the desired document(s) to update.
    • You can also select the Document checkbox to update all the documents in Files view.
  6. Choose the desired option in Update, to update the selected document(s).

Move documents

  1. In Home section, click Projects.
  2. In Projects list view, click the desired project to display its dashboard.
  3. Click Documents. By default, displays the list of files.
  4. In Files view, select a document to enable the Update option.
  5. Select the desired documents to move to another folder.
  6. Click Move and then in Select Folder select the desired folder to move the documents.
    move-file
  7. Click Move File to move the documents.

Note:

  • You can move files across folders, only within the selected project.

Delete documents

  1. In Home section, click Projects.
  2. In Projects list view, click the desired project to display its dashboard.
  3. Click Documents. By default, displays the list of files.
  4. In Files view, select a document to enable the Update option.
  5. Select the desired documents to delete.
  6. Click Delete.
    delete-file
    • A warning message about deleting the document is displayed.
  7. Click OK to delete the document.

Note:

  • Whenever you delete a file, all its versions will also be deleted.

Categorize documents

  1. In Home section, click Projects.
  2. In Projects list view, click the desired project to display its dashboard.
  3. Click Documents. By default, displays the list of files.
  4. On the right side panel, in FOLDERS click the desired folder to filter.
    documents-folders
  5. All available documents in the filtered folder are displayed.
  6. Click Documents to remove the filter and view all documents.

Related Topics

Upload Documents|Upload documents from Zoho Docs|Upload documents from other services

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