Documents Documents
Project documents can be centrally stored and shared over the web securely with internal / external users like clients, business partners, suppliers, friends, co-workers.
Key Features
Upload a New File
Upload File
Every project runs on many source of information like documents, presentations, spreadsheets, video clips and more.

Here's how you can upload files :

1. Click on Upload New File and the panel opens up.
2. Now click on browse icon and select the required file
Note : You can also browse using Zoho Docs
3. Keyin file comments as per your needs
Note : Max of 100 characters are allowed
4 Add Tags (if required), then click on Upload File icon

File got uploaded and you can see it getting listed in Documents view
Note : Following file types are supported (*.doc, *.html, *.ppt, *.jpg, *.gif, *.xls, *.png)

Every project runs on many source of information like documents, presentations, spreadsheets, video clips and more.

Here's how you can upload files :

1. Click on Upload New File and the panel opens up.

2. Now click on browse icon and select the required file
Note : You can also browse using Zoho Docs

3. Keyin file comments as per your needs
Note : Max of 100 characters are allowed

4 Add Tags (if required), then click on Upload File icon

File will get uploaded and you can see it getting listed in Documents view

Note : Following file types are supported (*.doc, *.html, *.ppt, *.jpg, *.gif, *.xls, *.png)

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New Document
CreateDocument
To upload a document :

1. Click on Create a New Document link
2. A dialog box gets displayed
3. Browse and select the document, choose the folder
4. Now click on Upload Document icon to upload the documents

You can view the uploaded documents using Zoho Writer

To upload a document :

1. Click on Create a New Document link
2. A dialog box gets displayed
3. Browse and select the document, choose the folder
4. Now click on Upload Document icon to upload the documents

You can view the uploaded documents using Zoho Writer
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New Spreadsheet
CreateSpreadsheet
To upload a spreadsheet :

1. Click on Create a New Document link
2. A dialog box gets displayed.
3. Browse and select the document, choose the folder
4. Now click on Upload Document icon to upload the documents

You can view the uploaded documents using Zoho Sheet

To upload a spreadsheet :

1. Click on Create a New Spreadsheet link
2. A dialog box gets displayed.
3. Browse and select the spreadsheet, choose the folder
4. Now click on Upload Spreadsheet icon to upload the spreadsheets


You can view the uploaded spreadsheets using Zoho Sheet
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Upload Latest Version
UploadLatestVersion
You might have updated or made some important changes to your document and wish to upload the file with new version.

Here's what you can do :

1. Select a document and click on the arrow icon which will throw a pop-up with options
2. In this click on Upload Latest Version this will open up a dialog box
3. Browse for latest version and click on Upload icon will upload the file with latest version

You might have updated or made some important changes to your document and wish to upload the file with new version.

Here's what you can do :

1. Select a document and click on the arrow icon which will show a pop-up with options
2. In this click on Upload Latest Version this will open up a dialog box
3. Browse for latest version and click on Upload icon

This will upload the file with latest version.

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Move a File
MoveFile
You can easily move files between folders in few simple steps

To move a file :

1. Select the file to move and click on arrow icon will throw a pop up with options
2. In this click on Move file will open up a Move File dialog box
3. Now choose the destination folder and click save.

It's done and your file was moved to the respective folder

You can easily move files between folders in few a simple steps

To move a file :

1. Select the file to move and click on arrow icon will throw a pop up with options.
2. In this click on Move file will open up a Move File dialog box.
3. Now choose the destination folder and click save.

It's done and your file was moved to the respective folder.

 

 

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Delete a File
DeleteFile
To delete a file :

1. Select the file to be deleted and click on arrow icon will throw a pop-up with options
2. In this click on Delete File will trash the file forever

To delete a file :

1. Select the file to be deleted and click on arrow icon will throw a pop-up with options.
2. In this click on delete file will trash the file forever.

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File Versions
FileVersions
You might have uploaded many versions of the same file and wish to see version history.
Zoho Projects provides a version history of the file along with various versions uploaded

To see different versions of a file :

1. Just click on the latest version of a particluar in Documents view
2. This will open up a version ppage with file details like author, version, date etc

You might have uploaded many versions of the same file and wish to see version history.

Zoho Projects provides a version history of the file with various uploaded versions

To see different versions of a file :

1. Just click on the latest version of a particular file in documents view
2. This will open up a version page with file details like author, version, date etc

 

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Folder View
FolderView
You might have uploaded a bunch of documents for your projects and wish to properly organize them.

For this we've provided folders to organize your files the way your project works.

To create a folder :

1. Just click on Add Folder and this will open up a dialog box
2. Type in a folder name and select files list to be part of this folder
3. Click on save will move all the files to this folder

You might have uploaded a bunch of documents for your projects and wish to properly organize them the way your project works.

To create a folder :

1.
Just click on Add Folder and this will open up a dialog box
2. Type in a folder name and select files list to be part of this folder
3. Click on save will move all the files to this folder

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