Getting Started Guide

Upload files from Google Drive, Sky Drive and Dropbox

Zoho Projects allows you to browse and upload your files from your personal desktop, Zoho Docs and Google Drive, SkyDrive and Dropbox. You can upload any file type like *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, *.zip, *.mpeg, *.wmv etc.

Upload files from Desktop

Go to Documents Tab and select Files link from sub-menu

Documents

Click Upload New File button from the top panel

Upload a New File
  • Click Browse button to select and attach the files from your desktop
  • Type a file description; Add file tags (if required)
  • Select a folder to store the files

If you wish to notify your team members about the uploaded documents in the project workspace.

  • Choose the send notification to members about the document being uploaded: option
  • This opens a list box with all the team members
  • From this list select users to be notified
  • Click Upload File icon

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 (if document notification is selected).

Note:

  • A maximum limit of 10 files are allowed per upload.
  • By default a copy of a mail will be sent you
Upload a New File

Attach from Zoho Docs

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

  • In Upload New File form, select Browse from Zoho Docs option
  • This opens your Zoho Docs account
  • Select the files of any type (like *.docs, *.ppt, *.xls etc) from Zoho Docs
  • Type a file description; Add file tags if required
  • Select a folder to store the files

If you wish to notify your team members about the uploaded documents in the project workspace.

  • Choose the send notification to members about the document being uploaded: option
  • This opens a list box with all the team members
  • From this list select users to be notified
  • Click Upload File icon

This uploads the attached files from Zoho Docs and saves it under the selected folder. In addition, it notifies about the documents being uploaded into the project space to selected team members.

Attach from Zoho Docs

Attach files from Google Drive

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

  • In Upload New File form, select Browse from Google Drive option
  • Autheticate and provide your Google Drive credentials to access your files
  • Select required files to upload into Zoho's documents area
  • Click Done with selecting files button
Authenticate Google Drive

 

  • Select files of any type (like *.docs, *.ppt, *.xls etc) from Google Drive
  • Type a file description; Add file tags if required
  • Choose a folder to store the files

If you wish to notify your team members about the uploaded documents in the project workspace.

  • Choose the send notification to members about the document being uploaded: option
  • This opens a list box with all the team members
  • From this list select users to be notified
  • Click Upload File icon

This uploads the attached files from Google Drive and saves it under the selected folder. In addition, it notifies about the files being uploaded into the project workspace to the selected list of members.

Attach from Google Drive

Link files from Google Drive

You can upload files from your Google Drive account into your Zoho Projects documents area. But linking files from Google Drive is enabled only for Google Apps Users

Steps to link a file from Google Drive :

Link from Google Drive

Attach files from Skydrive / Dropbox

You can upload files from your Google Drive account into your Zoho Projects documents area. But linking files from Google Drive is enabled only for Google Apps Users

1) Attach files from your Skydrive account :

Click Skydrive link present in the Upload New file form.

 

Skydrive

This displays the autheticate dialog you need to authorize your Skydrive account so for this Click Authenticate SkyDrive button

 

 

Once done, it will redirect you to the login page. Provide your login credentials for your Skydrive account.

SkyDrive Login

 

After logging in select the required files to be imported into Zoho Projects and Click Done selecting files button. This loads the selected files into Zoho Projects documents area and notifies all team members.

Import from Skydrive

2) Attach files from your Dropbox account :

Click Dropbox link present in the Upload New file form.

 

Dropbox Link

This displays the authenticate dialog you need to authorize your Skydrive account so for this Click Authenticate Dropbox button

 

Dropbox Authenticate

 

After logging in select the required files to be imported into Zoho Projects and Click Done selecting files button. This load the selected files into Zoho Projects documents area and notifies all the team members.

Import from Dropbox

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