Managing Document Folders

Managing Document Folders

Availability
Permission Required
Users with  Manage Folder permission for  Documents in their profile can access this feature.


Create Document Folders

Creating folders are the best way to manage and keep the documents organized. You can upload documents to these folders and share the folders with individual user, roles, subordinates and groups.

To create a folder

  1. Click the Documents tab.
  2. In the Documents tab, click Create > Folder.
    Alternatively, you can also click (Add Folder icon).
  3. In the Create Folder popup, specify a name for the folder.
  4. Choose Only Me if you do not want to share the folder with other users, roles, groups or subordinates.
  5. Choose Others to share the folder with other users, roles, groups or subordinates.
  6. Click  (Add icon) to add users, roles, groups or subordinates with whom you want to share the folder.
  7. Click Create.

Create Sub Folders

A sub folder will have the same sharing permissions as that of the folder that it belongs to.

To create a sub folder

  1. Click the Documents tab.
  2. In the Documents tab, move your mouse pointer to a folder.
  3. Click (Settings icon), and then click Create Sub Folder.
  4. Enter a name for the sub folder and click Create.
    You can right-click on the sub folder to rename it, delete it or to create a sub folder to it.

Rename or Delete Sub Folders

A sub folder will have the same sharing permissions as that of the folder that it belongs to. You cannot define the sharing permissions for sub folder. You can only rename or delete the sub folders.

To rename or delete a sub folder

  1. Click the Documents tab.
  2. In the Documents tab, click on the folder that had the sub folder that you want to rename or delete.
  3. Right-click on the sub folder and then click Rename or Delete as required.

Delete Document Folders

You can delete a folder only if you have the profile permission to delete a document folder. On deleting a folder, the files in it will also be deleted and moved to Trash.

To delete a document folder

  1. Click the Documents tab.
  2. In the Documents tab, move your mouse pointer to the folder that you want to delete.
  3. Click  (Settings icon), and then click Remove.
    The system will prompt a confirmation.
  4. Click Ok to delete.
    The folder and the files uploaded in the folder will be moved to Trash.
Alert
  • You cannot recover the files and folders that you delete from Trash under the Documents tab.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Document Library within CRM

                                                                                                    Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date ...
                                                                                                  • Managing services with Zoho CRM

                                                                                                    Services such as consultation, home cleaning, repair and maintenance, pickup and delivery, and salon or spa appointments are time-bound activities that take place every day, often with different customers. Customers often re-request the same service ...
                                                                                                  • Uploading Documents, Creating Files, and Other Functions

                                                                                                    Upload Documents In the Documents tab you can upload presentations, spreadsheets, PDFs, and the like for easy access. You can upload up to 10 files at a time. Availability Permission Required Users with view, create, modify, and delete document ...
                                                                                                  • Managing Emails

                                                                                                    Manage filters in Zoho SalesInbox When your Inbox is flooded with emails from various people - customers, advertisers, colleagues - finding a specific email is like looking for a needle in a haystack.You may be looking for an email from an important ...
                                                                                                  • SharePoint for Zoho CRM

                                                                                                    Microsoft SharePoint is a document management tool that enables you to share and manage content, and thereby collaborate easily and securely with members both inside and outside your organization. With the SharePoint extension for Zoho CRM, you can ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources