When your clients upload files to Zoho WorkDrive through their ZPortals portal, you probably want the right people on your team to know about it. ZPortals includes a built-in notification system that sends email alerts whenever a file is uploaded — to account owners, related contacts, or both....
Blog
Welcome to our Blog page! Here, we share insights, tips, and step-by-step guides to help you set up and fully customize ZPortals. Discover how to tailor its features to fit your unique needs, streamline operations, and enhance user experience. Dive in and start unlocking the full potential of ZPortals today!
Request and share files using Zoho CRM, Zoho WD and ZPortals
Organizations often have a need to request and or share documents with their clients, partners or other stakeholders. While there are many great document management solutions available, they fall short when it comes to requesting specific documents, allowing users to track which documents have...
Secure, seamless password sharing for your business with ZPortals and Zoho Vault
Password sharing between businesses and clients is often a tedious and risky process, particularly for industries like marketing agencies that require access to multiple client platforms. Ensuring secure password sharing while maintaining ease of use has become essential. ZPortals, integrated with...