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How to save ZOHO MAIL Attachments to ZOHO WorkDrive

As at 12/01/2023
[vc_column_text]To save attachments received in ZOHO Mail, they should be saved directly to ZOHO WorkDrive in order to comply with support and resolution procedures within the ZOHO system. This eliminates the need to save the attachments on local storage devices, and the documents can be easily accessed through the attachments in the LEADS and Contacts module.[/vc_column_text][vc_separator][vc_custom_heading text=”How to save ZOHO Mail attachments directly to ZOHO WorkDrive” google_fonts=”font_family:Cabin%3Aregular%2Citalic%2C500%2C500italic%2C600%2C600italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal”][vc_column_text]

Answer:

  1. Go to Email attachment, Click the 3 dots for More
  2. Click Add to WorkDrive
  3. Choose the ZOHO WorkDrive folder to save the file to
  4. Edit the Attachment by adding F Name at the front
  5. Click Add to save the file

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Answer:

ATTACHMENTS FROM ZOHO MAIL 

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Answer:

ZOHO WorkDrive 

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Answer:

  1. Customer Name (First name initial, Space, Last name: M Fernandez)
  2. Credit provider, if necessary
  3. Type of document

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