Upload Documents

Upload Documents from Zoho Docs and Cloud Services

Zoho BugTracker allows you to browse and upload your files from your personal desktop, Zoho Docs and Cloud Services such as Google Drive, Box, OneDrive, Dropbox and Evernote. You can upload any file type like *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, *.zip, *.wmv etc. You can upload any documents based on your project requirements. And you can also group the various documents into individual folders.

Upload documents from desktop

  1. In the Projects list view, select the desired project.
  2. Click Documentsand then click the Plus icon at the top right corner.
    upload-file
  3. Click Choose File to select and attach the files from your desktop.
  4. In File Description, specify information about the file.
  5. In File Tags, add file tags, if required.
  6. In Select Folder, select a folder to upload the file.
  7. In Send notification about the files(s), select the desired project users and then click Add to List.
    select-users
  8. Click Upload File to upload the selected files(s).

This uploads the attached files and saves it under the selected folder. In addition, it notifies about the documents being uploaded into the workspace to selected coworkers.

Note:

  • A maximum limit of 10 files are allowed per upload.
  • By default, a copy of the mail is sent to you.

Attach documents from Zoho Docs

You can upload files from your Zoho Docs account into your Zoho BugTracker workspace.

  1. In the Projects list view, select the desired project.
  2. Click Documents and then click the Plus icon at the top right corner.
  3. Click Zoho Docs to select and attach the files from Zoho Docs.
  4. Select the desired files and then click Attach to upload the file into Zoho BugTracker.
    zoho-docs
  5. In File Description, specify information about the file.
  6. In File Tags, add file tags, if required.
  7. In Select Folder, select a folder to upload the file.
  8. In Send notification about the files(s), select the desired project users and then click Add to List.
  9. Click Upload File to upload the selected files(s) in the selected folder.

Attach documents from Cloud Services

You can upload files from Cloud Services such as Google Drive, Box, OneDrive, Dropbox and Evernote account into your Zoho BugTracker workspace.

  1. In the Projects list view, select the desired project.
  2. Click Documents and then click the Plus icon at the top right corner.
    upload-other
  3. Click Cloud Services to select and attach the files from other services.
    • You can attach files from Google Drive, Box, OneDrive, Dropbox and Evernote.
  4. In Cloud Picker, select the desired service and then authenticate the selected service with your Username and Password.
    cloud-picker
  5. Grant access privileges for Zoho BugTracker to access and upload all your documents into the selected service.
  6. Choose the desired documents and click Attach to upload into Zoho BugTracker.
    • You can select files from more than one cloud service and then click Attach to upload multiple files at the same time.
      box-files
  7. In File Description, specify information about the file.
  8. In File Tags, add file tags, if required.
  9. In Select Folder, select a folder to upload the file.
  10. In Send notification about the files(s), select the desired project users and then click Add to List.
  11. Click Upload File to upload the selected files(s) in the selected folder.
    upload-otherservices

The selected files are uploaded in Documents in the selected folder.

Related Topics

Documents| Create Documents|Move Documents|Delete documents

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