Getting Started Guide

Why Our Document Management is Now More Easy

We have now integrated a new framework to effortlessly manage all your project documents and collaborate with your team. We are scaling up to a full-fledged documentation suite to provide an impressive collaborative and file sharing feature to manage your documents. With this integration you can collaborate, communicate and share information easily. Plus, your workplace gets more productive with our impressive file sharing possibilities and real-time collaboration.  

Share and collaborate 

Share files and folders

Share files and folders instantly with team members. You can share files and collaborate in real-time with your team or with external partners, clients and customers. By sharing files, you allow more than one project user to access your document. You can also share folders, so that your team members can work on their individual files stored in the folder. Each document user will have permissions to read, write and delete the document based on the privileges that is provided.

Co-authoring

Sharing files allows co-authoring and real-time collaboration within team members. More than one user can work on a document simultaneously and thus everyone in the team works on the most recent document version.

Collaboration

You can send documents for reviews and work on the reviewers comments. You can comment and chat with your team members, while working on the document. The revision history of the document helps you to revert or check your previous document versions.

Check-in and Check -out documents

Check-in and Check-out feature allows you to work on your document privately as only one person can work at a time. It helps in saving your changes from overwriting and preserves your data. And know more about the file properties such as their version, tags, revision details, and access history. You can collaborate and comment too!

Plus, you can also download and save files, if you wish to work offline. 

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Create Files

Create documents, spreadsheets, and presentations for any of your project needs. 

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Documents

Create new documents, work online and save them automatically. You can manage all your documents by segregating them in their respective folders. Plus, you can edit all your documents using our powerful built-in editors. Also, you can mark your favorite documents and access them quickly, and save the hassle of searching for a particular document in the saved folder.

Spreadsheets

Create new spreadsheets, work online and save them automatically. You can edit sheets with various editing tools and collaborate with team members. Also, you can mark your favorite sheets and access them quickly. Audit trail helps you to track and maintain the security of the sheet and recover any lost data.

Presentations

Create, edit and save presentations online. You can build presentations from the beginning and collaborate with your team to develop a powerful presentation. You can insert images from Flickr, Picasa and Twitter. Slideshow options such as custom slideshow, presenter view, and hide slides are available. Mark your favourite presentations and reach them easily.

You can manage the version history for all the file types and view any of their file properties such as tags, access statistics and so on. Plus you can chat and collaborate while working on these files. 

Upload files and folders

You can upload files and folders from your desktop into Zoho Projects. Plus you can also import all your project documents from Google drive so that your documents are available anywhere, anytime in Zoho Projects. You can upload not only individual files but also folders along with their sub folders. You can upload any number of files and folders into Zoho Projects. Uploading folders is ideal for people working with a number of files. We also provide options to import multiple files in one go and from different drives into Zoho Projects, where you can segregate them into their respective folders.

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Multi-level folders

You can have nested folder structure, so that you organize your files and folders based on your business needs. You can simply drag and drop the files into the respective folder. The nested folder structure allows you to effortlessly segregate and store documents so that you can quickly search them. 

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With these nested folders, you can easily classify the various files. 

Integrate with Dropbox

Integrate and sync files to your Dropbox account. You can choose the required folders in your Dropbox account and sync them with Zoho Projects and vice versa, so that you can access files anywhere. Sync your documents, spreadsheets and presentations stored in your Dropbox account and edit them directly in Zoho Projects.

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Note:

  • In our new UI, whenever you delete and move files to Trash, they are permanently stored in Trash, to help you easily recover any files.

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