Managing Notes and Attachments
File attachments are documents, such as Temps lists, Invoices, and others that can be associated with the Workerly modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to clients, which you may need later.
File Storage
We provide default storage based on your Zoho Workerly Edition. Workerly free edition gives you a storage of 256MB while the paid edition gives you 50GB.
Note
- There is no limit to the number of files that you can attach to a record.
- When you attach documents to a record, the total file size should not exceed 20 MB.
- For Notes and Attachments, you can access them only if you have the appropriate permissions to view, add, edit, and delete.
- You can delete attachments only if you have the Delete permission for Attachments.
- The deleted attachments are temporarily stored in Zoho Workerly's Recycle Bin.
- If you delete the attachments from the Recycle Bin, you cannot restore them.
Attaching Documents
Attach documents from your Desktop, Zoho Docs and Google Docs to the Temps, Contacts, Jobs, etc. in Zoho Workerly.
Attachments for Emails | Attach from Desktop | Attach from Zoho Docs | Attach from Google Docs
Organizing Notes
Add important notes to the records in Zoho Workerly for easy reference to vital information.
Associate Notes with Other Records | Import Notes | Export Notes