Getting Started Guide

Upload Documents from Zoho Docs and Cloud Services

Zoho Projects 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, *.mpeg, *.wmv etc.

Upload documents from desktop

In Projects, select the required project, click the Documents tab, and then click the Plus icon at the top right corner.

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Click Choose File and upload a file from the desktop. Specify other file details and click Upload Fileto upload a new file.

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 is allowed per upload.
  • By default, a copy of the mail will be sent you.

Attach documents from Zoho Docs

In Projects, select the required project, click the Documents tab, and then click the Plus icon at the top right corner.

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Click Zoho Docs to select and attach files into Zoho Projects. Specify other file details and click Upload File to upload files from Zoho Docs.

zoho-docs

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 Projects workspace.

In Projects, select the required project, click the Documents tab, and then click the Plus icon at the top right corner.

upload-other

Click Cloud Services to select and attach files into Zoho Projects. In Cloud Picker, select the desired service and then authenticate the selected service with your Username and Password.Specify other file details and click Upload File to upload files from the selected cloud service.

cloud-picker

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

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