Getting Started with Zoho Workdrive
Use this integration for client document management. It gives Users the ability to view, download and upload documents to their specific Zoho Workdrive client folder. The Wordpress admin can also set up notifications and customize the email template when documents are uploaded. Note that for the Vendor Portal Type, the folders will be the individual Contact's Workdrive folder .
There are multiple ways to use Zoho Workdrive in your ZPortals Customer Portal.
Before you can start configuring Zoho Workdrive be sure to Connect Zoho Workdrive in Zoho API Settings.
Once you have done that, you need to enable Zoho Workdrive to access the configuration settings.
To do this go to ZPortals>Customization and find Zoho Workdrive in the Menu (may also be named My Documents).
Enable the menu option by toggling on “Show in user portal,” give the Menu Label and Menu Icon values.
The Resync All Folders button will refresh folders from Zoho Workdrive.
Once you have toggled this on, follow one of the following links to finalize your set up:
For either option you choose you will need your Team ID
and Parent ID
for Zoho Workdrive
Sub Folder Management
You can use the "Workdrive sub folder name" field if you would like to limit user access to a sub folder within the main client folder. Any value entered in this field will automatically create the subfolder in Workdrive:
This is the result in Workdrive:
And for the frontend user:
Title and Description will display a custom title and description for the page.
Team ID for Zoho Workdrive
To get the Team ID in Zoho Workdrive go to https://workdrive.zoho.com and grab the value after the end slash (/) of "home" and the start slash (/) of either privatespace or teams.
Configure Zoho Workdrive for Zoho CRM extension
Configure with Zoho Workdrive for Zoho CRM extension Requirements: ZPortals with Zoho Workdrive connection authorized. Zoho Workdrive for Zoho CRM Extension Zoho Workdrive Team Folder ID Zoho Workdrive Parent Folder ID This only applies to the ...
Configure Zoho Workdrive without Zoho CRM extension
Configure with Zoho Workdrive Requirements: ZPortals with Zoho Workdrive connection authorized. Add 2 fields to the Account module (for Account Based) or Contact Module (for Contact Based) in your CRM Folder ID - Single Line Text Field - (You can ...
Parent ID for Zoho Workdrive
To get the Parent ID in Zoho Workdrive go to https://workdrive.zoho.com and go the parent folder where your individual folders will reside grab the value after the end slash (/) of "ws" and the start slash (/) of folders. If you are using the Zoho ...
Sending Notifications for Zoho Workdrive
You can now send out both Owner and User Notifications from ZPortals Workdrive integration. You can customize your email message and include custom fields to let you and your clients know about changes in the Workdrive folder. To setup follow the ...