Documentation
Guides for everything we build
Step-by-step installation and usage guides, with screenshots of every screen. Pick a product type, or browse them all.
- Zoho Extensions
How to Add the WorkDrive File Manager to a Custom Module in Zoho CRM
If you use the WorkDrive In Zoho CRM extension, you already know it gives a file manager on Leads, Contacts, Accounts and Deals. You upload files right there on the record. No…
Read the guideUpdated September 8, 2026 - Zoho Extensions
How to Set Up and Use WorkDrive in Zoho CRM
Welcome to the WorkDrive in Zoho CRM documentation. WorkDrive in Zoho CRM is a powerful extension that helps you connect and manage Zoho WorkDrive directly within your Zoho CRM…
Read the guideUpdated September 6, 2026
Cannot find what you need?
These guides cover the products we ship. For anything specific to your own org, ask us directly - we set these up every week.
Want it set up for you?
We install and configure our extensions for clients - folder structure, naming rules and triggers designed around how your team actually works.