Content Management

Content Management

1. Creating Folders & Sub Folders

Creating a folder :

  1. Click the Create button in the left menu.
  2. Click Folder.
  3. Type in a name for the folder and press Enter.

To create a sub-folder :

  1. Click the parent folder.
  2. Click Create on the left panel and select Folder from the drop-down.
  3. Type in a name for the folder.
  4. Click Create folder.

You can rename folders by right clicking on the folder and by clicking on Rename.

2. Organizing Files In Folders

To move files in to folders :

  1. Choose the files that you would like to move (check the check boxes).
  2. Drag and drop them in to the destination folder under Folders in the left menu.

           

  1. Alternatively, choose the files that you would like to move (check the check boxes).
  2. Click on the Move option, select the destination folder and click on Move.

3. Zipping / Archiving Files

To zip/archive files :

  1. Select the files you want to zip (check the check boxes).
  2. Click More in the toolbar and select Zip option from the drop down menu.
  3. A pop-up appears. Enter a name for the zip folder and click on Save.

4. Full Text Search (content search)

To search for documents:

  1. Enter the document name or text in the search box.
  2. To perform full text search, click on the Search button.
  3. To perform specific search, select the criteria from the drop down menu and click the search button.
  4. Documents matching the search criteria will be listed.

5. Tagging Your Documents

To create new tags :

  1. Select the file and click More on the toolbar.
  2. Click AddTag.
  3. Enter the tag name and click Add Tag button.

To assign existing tags :

  1. To assign an existing tag , select the file and click More on the toolbar.
  2. Enter the tag name and select from the existing tags in the drop down list.
  3. Click Add Tag.

To find out the tag details of a file :

  1. Select the document.
  2. Click on the More button and select Properties option from the displayed menu.

      

  1. A dialog box appears, select the Tag Details option.
  2. Tags assigned to the document will be listed.

To remove a tag:

  1. Select the document.
  2. Click on the More button and select Properties option from the displayed menu.

       

  1. A dialog box appears, select the Tag Details option.
  2. Select the Delete symbol present beside each tag.
  3. Click on Yes to delete.

7. Adding Files / Folders to Favorites

To add files / folders to Favorites :

You can add your files and folders to the favorites list in few steps:

  1. Click the star icon next to the file. The file is now added to your favorite list.
  2. To view all the files marked as favorite, click the Favorites link on the left panel of your Zoho Docs home page.

6. Deleting / Restoring Files & Folders

To delete a File/ Folder :

  1. Select the file or folder you want to delete.
  2. Click on Trash/Remove on the toolbar.
  3. Click Yes.

To Retrieve / Restore a trashed File / Folder :

  1. Click on the Trash option in the left menu.
  2. Choose the file or folder you would like to retrieve.
  3. Click on the Restore button at the top.

The Folders will be restored under 'My Folders'.

To permanently delete a Folder / File, select it in the Trash bin and click Delete​ on the top.

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