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.

Workspace Collaboration and Folder sharing

Workspaces

In Zoho Docs, you can create online 'Workspaces' in which you can store Files, Folders and can share the entire Workspace with other users. It is similar to a File Cabinet but it is available online for you at any time and can be securely shared with other users.

Workspaces (folder sharing)

To create a Workspace

  • Choose 'Workspaces' button from the left side menu and click on 'Create Workspace' from the top right end or right click on workspaces to create new workspace.
  • Give a name and description for the Workspace.
  • Type in the usernames/Email IDs of the users (with whom you wish to share the Workspace with).
  • Set the user permissions/privileges and click on the 'Create' button.

The newly created Workspace will be available under 'My Workspaces' in the left menu.

To share files and folders in the Workspace, simply upload the files and folders and the Workspace members would be able to see and access the files and folders based on the permissions you have set.

To upload files to the Workspace

  • Click on the Workspace name in the left menu
  • Click on the 'Add file' button at the tool bar
  • Choose the files from your computer and click on 'Start upload'
  • The uploaded files will be stored in the chosen Workspace.

To create folders in the Workspace

  • Right click on the Workspace and click on 'Create Folder'
  • Give a name to the Folder and click on the 'Enter key' (Return key in Mac).
  • To create sub-folders, right click on the main folder and click on 'Create Folder'.
  • Give a name to the Folder and click on the 'Enter key' (Return key in Mac).

To Move files in to Folders

  • Choose the files that you would like to move (check the check boxes)
  • Do a Right click and click on 'Move'
  • Choose the destination folder and click on 'Submit'

The two types of Workspaces

Zoho Docs Workspaces have MyWorkspaces and Shared Workspaces.

My Workspaces are workspaces you have created and invited other users to view documents you have created or uploaded.

Shared Workspaces are workspaces which other users have created, with documents they have uploaded or created and have invited you to view them.

Accessing the Shared Workspaces

To access the files you have uploaded to your Workspace, your Workspace members should go find your Workspace name under the 'Shared Workspaces' option in their Zoho Docs home page.

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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