- How to upload a document ?
To upload a new document,
- Click Documents tab.
- Click Upload New File button.
- Browse the required document.
- Enter file comment, file tag and select the folder.
- Select the required user (to notify the user) and click Upload File button.
To upload multiple documents,
- Click Documents tab.
- Click Upload New File button and click Bulk Upload link.
- Browse the required documents.
- Enter file comment, file tag and select the folder.
- Select the required user (to notify the user) and click Upload File button.
- How to create a new document ?
To create a new document,
- Click Documents tab.
- Click New Document button.
- Enter the document name and select the required Folder.
- Click Create New Document button.
- Zoho Writer will open up in new window/tab. Enter the required content and save the document.
Note: If browser's pop-up blocker is enable then Zoho Writer will not open up. So ensure that browser's pop-up blocker is disabled.
- How to create a new spread sheet ?
To create a new spread sheet,
- Click Documents tab.
- Click New Spreadsheet document button.
- Enter the spreadsheet name and select the required folder.
- Click Create New Spreadsheet button.
- Zoho Sheet will open up in new window/tab. Enter the required data and save the spreadsheet.
Note: If browser's pop-up blocker is enable then Zoho sheet will not open up. So ensure that browser's pop-up blocker is disabled.
To add/create a folder,
- Click Add Folder button.
- Enter the folder name and click Add Folder button.
To rename a folder,
- Place the mouse over the required folder and click the edit icon.
- Change the folder name and click Update button.
- How to upload new version of a document ?
To upload a new version of a document,
- Click Upload new version file icon.
- Browse the required file.
- Enter the file comment and select the required user (to notify the user).
- Click Upload Document button.
- How to edit a .doc/.xls file online ?
To edit a .doc file online,
- Click Open in Zoho Writer icon to the right of file name.
- .doc file opens in Zoho Writer's remote editor.
- Edit the content and save the file.
To edit a .xls file online,
- Click Open in Zoho Sheet icon to the right of file name.
- .xls file opens in Zoho Sheet's remote editor.
- Edit the content and save the file.
- How to move file from one folder to another ?
To move a file,
- Click Move file icon.
- Select the required folder and click Move File button.
- How to delete a document ?
To delete a document,
- Click Delete icon to the right side of the name.
- Click OK button from the alert message box.
Is there a way of uploading a document and only making it accesible to myself and/or an ability to hide it from my clients/other users?
No. As of now, an uploaded document can be accessed/viewed by all the project members as well as the client users included in the project.
How much storage space is available to us for uploading documents into Zoho Project (in the single-project free version)?
@ smshogren
100 MB of storage space is available in FREE version. You can upload files/documents into Zoho Projects (for single project free version) up to 100 MB.
Why can't I seem to delete the "Discussion" folder? Is this some sort of system item? I don't believe I created it.
@lon.a.goldstein
When you create a project, three folders namely All Files, Discussion and a folder in the project name will be created by default.
All files and Discussion folder cannot be deleted, as they are system folders. But you can delete or edit the folder created in the name of the project.
2 questions:
Can I create a folder inside another folder? And can I delete tags from the popular tag list?
Also, is there a way to list folders alphabetically instead of in order of creation??
1. Can I create a folder inside another folder?
As of now, its not possible to create folder within another folder (sub-folder).
2. And can I delete tags from the popular tag list?
No, tags cannot be deleted from the popular tag list. Popular tag list is to display the mostly used tags.
3.Also, is there a way to list folders alphabetically instead of in order of creation??
As of now, its not possible to list folders alphabetically. This option will be provided in future as per the priority.
I have no need to provide a comment for every document--much less for every new version of every document. Can this requirement be turned off?
cgbluebird
As of now, its not possible to turn off the comment feature while uploading a document.
In future we will consider providing the option of turning on and off the comment feature while uploading document.
Can I reorder folders?
It looks like you can only view presentations in Show, not edit them? Why? I would like to be able to collaborate on a presentation within the Projects framework.
@amanda_findology,
As of now, its not possible to reorder folders but will be provided in future as per the priority.
@brent_hopkins
As of now, presentations uploaded in Documents module of Zoho Projects can be viewed online with the help of Zoho Show and its not possible to edit online.
Editing the presentation online within Zoho Projects will be provided in future as per the priority.
Thanks for your patience until then.
I would like to be able to enter a RSS feed (e.g. a list of delicious bookmarks) and have the contents displayed within the links area (or any area) is this possible?
@rachelaharris,
You can enter the RSS feed link in the link area of Documents module, but it is not possible to display the contents in the link area.
is there any maximum size for a file to be uploaded in this section? please anyone let me know because there is 50MB limit for Zoho docs
@santhosh.metri,
There are two types of file upload. Single file upload and Bulk upload.
For single file upload, there is no file size restriction while uploading. For bulk upload, total file size should not exceed 20MB.
You can upload & manage any number for files in documents section of Zoho Projects till the allocated disk storage space is fully used.
how to delete a version added to document?
@ranatoronto,
As of now, it is not possible to delete any particular version of a document.
I am looking for a way to share a document I make in Zoho Projects. how can I do this?
Also, i do not see the document I have created in zoho projects, in my zoho writer overview (where I thought I could share the document). Is it possible to activate this?
Can different projectmembers work on the same document in zoho projects at the same time?
Thank you for your answers. It is a great app btw.
I have tried to upload a new version of a document 3 times, following all the steps in the help doc. (It even asked me to insert a comment.) But I only see the old version there.What am I doing wrong?
Is it possible to link individual documents or folders of documents to multiple projects?
Can I upload a document already in ZOHO writer. When I click upload document it takes me to my computer files
@stdavies,
As of now, it's not possible to upload a document already available in Zoho Writer.
Option to upload document from Zoho Writer is provided in Zoho Projects 2.0, which will be launched by this month end.
@mnottoli@alioscopyusa.com,
It's not possible to link documents or folders of documents to multiple projects and documents has to be uploaded separately for each project.
Can different project members work in the same document at the same time?
Is there a way to add document by sending it to particular e-mail address? This would simplify work with the portal from mobile devices.
Another question is do you plan to have an iphone version of soho projects?
@vyshlovs,
It's not possible to add document by sending it to a particular email address. Moving forward we might provide this feature as per the priority.
Yes, providing iphone version of Zoho Projects is in our roadmap and I will keep you informed once we come up with the iPhone version of Zoho Projects.
I had a very difficult time uploading a 1.9MB file even though there was 98MB of disk space available. Is there a maximum file size?
I uploaded an update to a document OK, making it V1.1. But then repeating the process to upversion the document to V1.3 didn't work.
It didn't work several times, and I gave up.
Is there a constraint? What am I (or you) doing wrong?
Thanks.
Steve
Sorry - that should have read "making it V1.2".
Steve
@stephen.summers,
Sorry about the issue you faced. Next version of file would have failed to get uploaded because of File Name mismatch or Content Type mismatch.
File Name mismatch: File name of previous version and current uploaded file name does not match.
Content Type mismatch: File mimetype of previous version and uploaded file mimetype are not the same.(Eg):i,e Previous version of the file is a jpg and uploading version of a file is a xls.
So, try uploading a new version of the existing file with correct file name/file extension and let us know whether you are able to upload successfully or not.