Manage File Storage in Zoho CRM

This page presents file storage-related information for users for whom the Documents tab is powered by WorkDrive. It is now available for new signups in all DCs. It will be rolled out to existing users in the future.

For users without this update, the file storage-related documentation is available at Manage File Storage.

File storage includes the space occupied by images, record attachments, and files that are associated with a record. File storage in CRM is powered by Zoho WorkDrive.

Storage plans

Your CRM org will be connected to a WorkDrive account on a paid WorkDrive plan or an Essentials plan.

WorkDrive paid plans

If your CRM org is connected to a paid WorkDrive plan, its storage limits will be used for file storage in CRM.

To view pricing-related information for WorkDrive plans, see: Zoho WorkDrive pricing.
To compare WorkDrive plans, see: Zoho WorkDrive plan comparison.

Essentials plan

If you've created a new WorkDrive account from Zoho CRM, you will be mapped to the Essential plan by default. In this case, the storage plan will be 5 GB for the org and additional storage of 1 GB per user license. This will apply across all editions of Zoho CRM.

For more details related to the Essentials plan, please refer: Essentials plan

To access File Storage

1. Navigate to Setup > Data Administration > Storage.
   
2. Select the File Storage tab.
   
   

In WorkDrive Details, you can see the total storage available and the amount of storage being used at the moment.

Click More Storage Details to get a more detailed look at how different team folders and users are consuming storage.

Non-inclusive storage details refers to files that are not included in your WorkDrive's storage plan for now. They will be included in the near future. These include:

1. Templates
   
2. Files added to a record via the File Upload field
   
3. Images added to a record via the Image Upload field
   
4. Notes attachments
   

To upgrade/downgrade your WorkDrive plan or to buy additional storage

1. Navigate to Setup > Data Administration > Storage.
   
2. Select the File Storage tab.
   
3. In the WorkDrive Details section, click Manage Subscription.
   You'll be redirected to the Zoho WorkDrive's Store page where you can purchase the storage you need.

Note
If you've integrated other Zoho apps to WorkDrive, their storage will be combined and displayed as the total storage in WorkDrive. No app-specific restrictions apply to this storage, as it is shared among all apps.

• Related Articles

• Manage File Storage

  For new signups, the Documents tab is powered by WorkDrive. It will be rolled out to existing users in the future. Users with this update can refer to: Manage file storage in Zoho CRM. For users without this update, the file storage-related ...

• Manage Data Storage Space

  The storage space in Zoho CRM is divided into two categories: Data and File for a clearer representation. These categories are further classified into Storage and Usage details. Data storage It is the total space occupied by the records in the ...

• Email Storage as separate entity

  Note : Starting from February 5, 2024, all new Zoho CRM accounts have access to the email storage management feature. For existing customers, access to this feature is being rolled out gradually and is currently available in an early access phase. To ...

• Troubleshooting Data Storage

  1. My data storage was full, so I deleted many unnecessary records but the storage still shows as full and I cannot add new records or notes. The data and file storage in your organization is checked and updated once an hour. This means that it will ...

• Manage Subscriptions

  Free Edition users can try out the 15-day trial of other editions before making a purchase. Upgrade or Downgrade Edition To upgrade to any paid edition from the Free edition Go to the profile icon in the top-right and click Manage Subscription. Click ...