Tutorials / Document Management / Working with Z-Drive
While using ZipperAgent, you may want to store and work with documents and files related to Opportunities, Contact, Accounts and Properties. Z-Drive is the place where you can store all your documents, reports, files to be used across the ZipperAgent product.
Z-Drive is a complete document storage and management solution offered by ZipperAgent. You can store all your business documents in this one place.
You can access Z-Drive from any page in ZipperAgent by clicking on hamburger menu on the top left corner and then navigating to Activities -> Z-Drive.
Z-Drive list page displays the list of available Folders and Files along with Last Modified Timestamp and the Name of the User who created the Folder/File.
Like any other Document Repository, Z-Drive offers you various document management capabilities.
No action is allowed on attachments folder. This folder is private to everyone.
By default all documents uploaded or folders created by a particular ZipperAgent user is visible only to that person. To give public access to documents, the ZipperAgent Admin has to share those documents with other users.
Many a times one User may want to share a particular Document with another User giving him/her a View Only access. This can be achieved in ZipperAgent through Sending Share Link action button. Any ZipperAgent User can send a share link of a particular file to any other ZipperAgent Users. Share links are available for only files and not for folders.
If a User wants to share a Document with another ZipperAgent User giving him/her full access of the document, they should use Share document action.
Once a document (file or folder both) is shared, the shared User can see the document in his/her Z-Drive list page. Once a folder is shared, all the child folders or files of that folder will also get shared.
By default all documents uploaded or folders created by a particular ZipperAgent user is visible only to that person. To have documents with public access, the ZipperAgent Admin can share those documents with other users.
You can move a document to any other path from its current location. Move action will remove the document from its old location and place it in the new location.
You may want to place a copy of a document to some other location inside ZipperAgent Z-Drive. Copy will create a new copy of the document and place it in the new location while keeping the original document in the old location.
You can move or copy a document to any other folder and its nested path as well.
ZipperAgent gives you the capability to tag documents. Tags are a quick and flexible way to label and group Documents.
Follow the steps below to delete a Document in ZipperAgent
In ZipperAgent you can download a Document by clicking on the download icon associated with every document. Files are downloaded directly as a file. Folders are downloaded as a .zip file with all the child documents inside it.
Follow the steps below to rename a Document in ZipperAgent