How Do You Manage Project Documents and Share Files Securely Within Zoho Projects?
Zoho Projects includes a built-in document management system that allows you to upload, share, organize, and version-control your project files.
Access the Documents Module:
Navigate to the Documents tab inside your project.
Upload Files:
Drag-and-drop or click “Upload” to add files.
Organize files using folders or link them directly to tasks.
Control Permissions:
Share files with specific team members or clients.
Set access levels: View, Edit, or Comment-only.
Use Version History:
Upload new versions of the same file without losing the previous versions.
Track who changed what and revert if needed.
Why This Workflow Matters:
Centralized and secure document storage reduces confusion, ensures version accuracy, and supports real-time collaboration—keeping your entire team aligned.
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