Getting Started Guide

Upload Documents from Zoho Docs and Cloud Services

Zoho Projects allows you to browse and upload your files from your personal desktop, Zoho Docs and Cloud Services such as Google Drive, Box, OneDrive, Dropbox and Evernote. You can upload any file type like *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, *.zip, *.mpeg, *.wmv etc.

Upload documents from desktop

To upload documents from desktop:

  1. In HOME section, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Documents and then click Upload New File.
    upload-file
  4. Click Choose File to select and attach the files from your desktop.
  5. In File Description, specify information about the file.
  6. In File Tags, add file tags, if required.
  7. In Select Folder, select a folder to upload the file.
  8. In Send notification about the files(s), select the desired project users and then click Add to List.
    select-users
  9. Click Upload File to upload the selected files(s).

This uploads the attached files and saves it under the selected folder. In addition, it notifies about the documents being uploaded into the workspace to selected coworkers.

Note:

  • A maximum limit of 10 files are allowed per upload.
  • By default a copy of a mail will be sent you.

Attach documents from Zoho Docs

You can upload files from your Zoho Docs account into your Zoho Projects workspace.

To upload documents from Zoho Docs:

  1. In HOME section, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Documents and then click Upload New File.
    upload-zdocs
  4. Click Zoho Docs to select and attach the files from Zoho Docs.
  5. Select the desired files and then click Attach to upload the file into Zoho Projects.
    zoho.docs
  6. In File Description, specify information about the file.
  7. In File Tags, add file tags, if required.
  8. In Select Folder, select a folder to upload the file.
  9. In Send notification about the files(s), select the desired project users and then click Add to List.
    select-users
  10. Click Upload File to upload the selected files(s) in the selected folder.

Attach documents from Cloud Services

You can upload files from cloud services such as Google Drive, Box, OneDrive, Dropbox and Evernote account into your Zoho Projects workspace.

To upload documents from cloud services:

  1. In HOME section, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Documents and then click Upload New File.
    upload-other
  4. Click Cloud Services to select and attach the files from other services.
    • You can attach files from Google Drive, Box, OneDrive, Dropbox and Evernote.
  5. In Cloud Picker, select the desired service and then authenticate the selected service with your Username and Password.
    cloud-picker
  6. Grant access privileges for Zoho Projects to access and upload all your documents into the selected service.
  7. Choose the desired documents and click Attach to upload into Zoho Projects.
    box-files
  8. In File Description, specify information about the file.
  9. In File Tags, add file tags, if required.
  10. In Select Folder, select a folder to upload the file.
  11. In Send notification about the files(s), select the desired project users and then click Add to List.
    select-users
  12. Click Upload File to upload the selected files(s) in the selected folder.
    upload-otherservices

The selected files are uploaded in Documents in the selected folder.

files-inprojects

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