Help Documentation

Create your account

You can create a Zoho Docs account in just a few seconds. You need to click on the Sign Up Now button in the Zoho Docs homepage. You will then be prompted to enter a username and password. Once you have filled in all the required fields, click the Sign Up button. You will be logged into your Zoho Docs account. On creation of an account a confirmation mail will be sent to your registered email address, click on the link in your email to confirm your account. Once you have created your account you can move on to the next step ,which is creating a document...

Viewing and Editing the documents Online

Upload, Create and edit documents online

Zoho Docs lets you upload and store your files online, so you can access them from anywhere at any time. It also has a inbuilt word processor, a spreadsheet tool and a presentation tool, with which you can create, edit and save your documents directly in Zoho Docs.

To create a new document online

  • Click on the 'Create' button at the top and choose the type of document.
  • The new file will be opened in the respective editor.
  • You can start editing your new document, and Zoho will auto-save the document for you.
  • The newly created document will be saved in your Zoho Docs home page.

To upload files from your computer

  • Click on the 'Upload' button at the top.
  • Choose the file(s) from your computer.
  • Choose the destination folder in the pop-up window by clicking on the 'Click here' link.
  • Click on the 'Start Upload' button to start the upload.
  • The uploaded files will be stored in the chosen folder.

[or], You could simply drag the files from your computer and drop them in the destination folders.

Viewing / Editing a Document Online

To view or edit a document just click on the document you want to view/edit and it will open in the respective office tool editor. The document is auto saved and once you close the document, the latest version of the document will be saved in Zoho Docs.

To know more about editing document with our office tools editors , refer the below links.

Organize your content

Zoho Docs makes document management easier with a multi-level folder structure, in which you can store documents in appropriate folders or sub-folders with the least amount of effort and time.

Creating folders and sub-folders

You can create folders and sub folders under your 'Personal Folders' option in the left menu, to keep your files organized.

  • Right click on 'My Folders' and click on 'Create Folder'
  • Give a name to the Folder and click on the 'Enter key' (Return key in Mac).

To create a sub-folder, right click on the main folder and click on 'Create Folder'.

Online Collaboration

Sharing and collaborating in documents with Zoho Docs is easy, secure and fast. You can share documents with individuals, custom created groups.

To share a file privately

  • Right click on the file and click on share.
  • Enter the User name/Email ID of the Zoho User.
  • Set the user permission and click on 'Share'

Share Permissions

  • Read Only : Users will only be able to view the document.
  • Read/Write : Users will have both Viewing and Editing permissions.
  • Co-Owner : Users will have Edit/View permissions and also will be able to share the file with other users.

Accessing a shared file

Once a document owner shares a file with a user, the user will be notified via Email. He/she can access the document by using the link in the Notification Email. He/she can also view the recently shared documents using the 'Shared With Me' option.

 

Mobile Access

Access Anywhere Anytime with our Mobile Apps

You can access your documents on the go with Zoho Docs mobile apps. You can view, organize and share your documents on your mobile devices so you are always up-to-date with your document management.

You can download our Mobile Apps for your Android & Apple devices by Using our mobile Applications (links to iTunes & Market place)

iPhone Applications Android Applications

 

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