Here’s a question (with variations of it) we get from the first-timers of Zoho.
I have a document/spreadsheet/presentation that is to be emailed every time to a ‘prospect/client’ or to my ‘boss/peers/co-students/teacher for review’. In the former instance, “I don’t want the doc to stay in my prospect/client’s inbox (as documents soon become obsolete)”. And in the latter instance, “I and my boss/peers/co-students/teacher end up having multiple versions of the file, adding to my/their email clutter”. How can Zoho help me here?
Well, this is one of the fundamental problems solved by Zoho. Let’s say you have a .doc or .odt file. You have a few options in Zoho that would make things easier for you.
- Import your document into Zoho Writer
- Share it by giving the email addresses of your prospect/client, boss,peers, co-students or teacher. They will receive an email with a HTML link (URL) which they can click on to view the document. They can edit the document too, directly inside Zoho Writer if you have given them proper permission
- Make the document public (if it doesn’t contain anything confidential) and give the URL to anyone who would like to view it.
- Upload your document to Zoho Viewer. You get a URL which you email to everyone concerned & they can view it. Use the Zoho Viewer option judiciously – there’s an option where you can choose the URL to expire after a certain time period
Here’s a short screencast (our first attempt. bear with the video/audio quality please!) explaining the above options. For better clarity, view the video in Full Screen mode.
There are other advantages too.
- No compatibility issues that come with using different types and versions of desktop software
- You can keep updating your document and the latest version’s available for your prospect, client or whoever you want it to be viewed
- Live collaboration is possible – you and your collaborators can work on a document or spreadsheet in real-time
- And, you can chat too (using the embedded Zoho Chat)
Use Zoho. Say NO to email attachments.