Documents

Different types of documents can be added to a project template. For example: Checklist, Feedback forms, Budget, Contracts, Meeting Minutes template, Manuals, and Regulatory documents. You can upload any file type, including *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, *.zip, and *.wmv.

 Add Documents in a project template

  1. Log in to Zoho Developer Console and click Vertical Solutions.
  2. Select the application to modify and click Edit.
  3. Click Zoho Apps in the left pane.
  4. Click the Configure button for Zoho Projects.
  5. In the Project Templates page, click on the project template name you want to edit.
  6. Click Documents in the left navigation bar.
  7. Click New and select one among the following options:
    • Folder: Create a new folder. Provide a name in the New Folder pop-up and click Create.
    • Document: Add a Zoho doc.  Provide a name in the Create Document pop-up and click New. You can choose which folder to save the document in by clicking the Change link.
    • Spreadsheet: Add a Zoho Sheet spreadsheet. Provide a name in the Create Spreadsheet pop-up and click New. You can choose which folder to save the spreadsheet in by clicking the Change link.
    • Presentation: Add a Zoho Show presentation. Provide a name in the Create Presentation pop-up and click New. You can choose which folder to save the presentation in by clicking the Change link.
    • Upload Files
      Choose files from your, then click Start Upload in the Upload Files pop-up. You can also change the folder to place the files.
    • Upload Folder
      Choose folder from your computer. Click Upload in the confirmation message. Click Start Upload in the Upload Folder pop-up. You can also change the folder to place the folder.
    • From Cloud
      You can upload documents from the cloud using the following options: Zoho Docs, Google Drive, Box, OneDrive, or Dropbox. For Zoho Docs, choose a file, and click Attach. For the other applications, perform authentication, select the files, and click Attach.

 Use the Dropbox Sync

To sync your documents with Dropbox, do the following:

  1. Click Documents in the left pane.
  2. Click Dropbox Sync, then click Configure your Dropbox Sync.
  3. Click Configure New Dropbox Account.
  4. Allow Zoho Projects to access your Dropbox account, so that you can start syncing your Dropbox documents with your Zoho Projects documents.
  5. In the Configure Dropbox Account step, click the name of the added dropbox account.
  6. In the Select Folders step, select the folder from Dropbox and Zoho Docs to sync, then click Sync Folders.
  7. In the Start Sync step, select either Sync Once or Sync Continuously, click Start Sync.
    Sync Once: Files are synced from your Dropbox into Zoho Projects and vice versa only once. Sync Continuous: Files are synced from your Dropbox into Zoho Projects and vice versa as and when files are uploaded or updated in Zoho Projects and Dropbox.