Upload Documents

Document Properties and Nested Folders

You can view the file properties such as document details, revision history, tag details, comments and access statistics of the selected file. And you can organize the various files in the multi-level folders based on your project need.

Document details

You can view the document details such as the document version, uploaded time, file size, and permalink. The Permalink can be used to share files across users.  In Projects, select the required project and click the Documents tab. Click the selected folder and choose the file to view the document details and then click Properties.

properties

Click the Document details tab to view the details.

doc-details

Upload the latest or revised version of a file

In Projects, select the required project and click the Documents tab. Click the selected folder and choose the file to upload the latest version and then click Properties.

click-version

Click the Revisions tab, and click Choose File to choose the latest file to upload and then click Upload to upload the latest file version.

upload-version

This uploads the latest version of the file with its new version number. If the previous version is 1.0, the latest one is stored as 1.1 to allow further changes in this version and later you can move the file to the main version 2.0 when there are no more changes.

Check out files

Sometimes you might want to work privately on your file, in such case the Check-Out option is helpful. In a collaborative environment it prevents other team members from overwriting each others changes.

In Projects, select the required project and click the Documents tab. Click the selected folder and choose the file to check out and then click PropertiesClick the Document details or Revisions tab and click Check-Out to check out the selected file. Once you are done with your editing, you can click Check-In to check in the file. When you have checked out a file, other shared users will be able to see only the previous file version and not your version until you check in. Checked out files will have a lock symbol.

check-out

Add tag details

You can add tags to organize your files and enhance your search operations. In Projects, select the required project and click the Documents tab. Click the selected folder and choose the file to add tag and then click Properties. Click the Tag details tab and then click Add Tag to add tags.

add-tag

Add comments

You can add comments and collaborate with your team. In Projects, select the required project and click the Documents tab. Click the selected folder and choose the file to add comments and then click Properties. Click the Comment tab and collaborate.

add-comments

Note:

  • You can click Access Stats to know the access details of the selected file.

Sort files

In Projects, select the required project and click the Documents tab. Hover the mouse over near the NAME arrow and click to sort the file order.

sort-files

Move/Delete bulk files

You can update multiple files simultaneously. You can choose to move multiple documents from one folder to another or delete multiple files. In Projects, select the required project and click the Documents tab. Select the desired folder, and then select the check box next to the NAME option, and then choose to move or delete the document in bulk.

bulk-files

Organize Files in Multi-level Folders

Organize your project files based on a category. You can group all your marketing collaterals in a folder and sales documents in another folder, so that it's easy to pick out them. You can add, edit and delete folders in Zoho Projects.

Add a new folder

In Projects, select the required project and then click the Documents tab. Hover the mouse over the FOLDERS option to enable settings, and then choose Create Sub Folder to create a new sub folder. Plus you can click Properties to view the folder details. 

Add a folder

You can also create multi-level folders to segregate and classify files. Right click an existing folder and then choose Create Sub Folder to create a sub folder. You can also rename, remove and view the folder details and access statistics. You can create nested folders and organize your project documents based on your business needs.

Add Sub folder

Download a folder

You can download a folder with all its associated files, if you wish. Right-click on the required folder and click Download to download the folder. You can also mark it as favorite and view the folder properties too.

Download folder

Move / Copy a file

In Projects, select the required project and then click the Documents tab. Click open the required folder, choose the files to move and then click Move to move them to another folder. In Move to Folder, select the desired folder to move the files and click Submit.

move-folder

You can click Copy to make copies of the files to another folder or click Delete to delete the files to Trash

The deleted files are permanently stored in Trash and you can restore them any time. If you wish to remove the files permanently, you must delete them from Trash.

Folder properties

You can access other folder properties such as folder and access details. Right click on the selected folder and choose Properties. You can view details such as Owner of the folder, Created and Modified dates.

Plus you can also send documents via Email to any specific folder using the provided folder link. Right-click the selected folder to which you want to send the document and then choose Properties. Copy the provided link in Send Document via Email to paste in the To address via Email. Access Stats provides you the access statistics of the folder by the project users. Based on the access statistics you can know the usage level of the folder.

access-stats

Related Topics

Create and Upload Files in Zoho BugTracker | Dropbox Integration in Zoho BugTracker

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