About:

This virtual training is a two-day program, with each day consisting of 4-hour sessions including breaks. The training will cover generic use case scenarios to demonstrate various features and industry requirements relevant to most businesses. Participants will have the opportunity to interact with the trainers to ask questions. Please note that our trainers will not customize attendees' WorkDrive accounts, and the training will be conducted entirely in English. Additionally, the sessions will not be recorded, so we won’t be able to provide recordings for future reference.

Who it is for:

This training is ideal for businesses and teams looking for a powerful, secure, and user-friendly document management platform. Whether you're a small or medium-sized business (SMB) or a large enterprise, if you need granular control over the content you create and store within your file management system, this training is for you.

Day One - 4 Hours

Introduction
  • A quick introduction to Zoho WorkDrive
The 4Cs of WorkDrive
  • Collaboration
  • Convenience
  • Continuity
  • Control and security
Getting started with WorkDrive
  • Team creation and user onboard
  • Joining the team and organizing the content based on personal preference
Create a structure for your data
  • Create a team folder and assign your team/member
  • Admin control over a team folder
Content migration
  • Web upload and device uploads
  • One-time cloud import
  • Migration from third-party services
File accessibility
  • Share within and outside team
  • Search for files within your spaces
Creation of new file content
  • Zoho Writer
  • Zoho Sheet
  • Zoho Show
  • Code snippet
  • Snap
  • Sync app
  • Mobile app

Day Two - 4 hours

Generation of new content using Zia (AI)
  • Image and content generation
  • Edit image and video cover
  • Suggestion on comments over content
Granular control over your team's content
  • Define policies (data retention, share permission, collection, custom domain, brand logo) across teams
  • Manage members and content (data administration) over all team folders across teams
  • Control over the devices and spaces used by each member/team
Get connected to other apps
  • Setting up triggers using webhooks
  • Integrate with Gmail, Outlook, and MS Office
  • Use API with Zapier and connect with 1,000s of apps
  • How WorkDrive best connects with internal apps
Organizational templates
  • Template admin
  • Org library
  • Data templates
What's coming up?
  • AI enhancement
  • Data loss prevention
  • Document workflows
  • Custom roles and permissions

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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