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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 ExtensionsWorkDrive In Zoho CRM
How to Add the WorkDrive File Manager to a Custom Module in Zoho CRM
Add the WorkDrive file manager to a custom module in Zoho CRM: add the module in settings, create the folder workflow rule and install the related list.
Read the guideUpdated September 30, 2026 - Zoho ExtensionsWorkDrive In Zoho CRM
How to Set Up and Use WorkDrive in Zoho CRM
Set up WorkDrive in Zoho CRM: install the extension, choose the root folder and modules, name folders with CRM fields, and manage files from each record.
Read the guideUpdated October 10, 2026
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We install and configure our extensions for clients - folder structure, naming rules and triggers designed around how your team actually works.