Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans des emails, des documents partagés ou des conversations d’équipe informelles.
Et si une meilleure solution existait ? Zoho Vault SecureForms offre une méthode plus sûre et plus efficace. Avec ses formulaires cryptés, vous pouvez recueillir des données confidentielles directement dans Zoho Vault, sans perte, sans risques, ni oublis.
Dans cet article, découvrons comment ça marche et pourquoi SecureForms est l’outil qu’il vous faut pour gérer vos données sensibles en toute tranquillité.
Qu’est-ce que Zoho Vault SecureForms ?
Zoho Vault SecureForms vous permet de recueillir de manière sécurisée des informations sensibles, que ce soit auprès de collaborateurs internes ou de partenaires externes. Par exemple, un centre de formation peut utiliser SecureForms pour collecter de manière sécurisée les codes d’accès fournis aux apprenants pour leurs examens ou ressources pédagogiques. Ces informations, une fois envoyées, sont directement intégrées dans votre compte Vault, garantissant un stockage sûr. Les données recueillies via SecureForms sont toujours cryptées pour maximiser la protection.
À quel point vos données sont-elles sécurisées avec SecureForms ?
Les informations que vous transmettez via Zoho Vault SecureForms sont aussi sécurisées que si vous les aviez directement ajoutées à votre Vault. Voici comment fonctionne la sécurité renforcée :
1. Une clé de chiffrement est générée côté client (hors interface utilisateur) à l’aide de nos algorithmes. Cette clé sert à chiffrer vos données avant leur envoi.
2. Cette clé est ensuite elle-même chiffrée avec la clé publique du destinataire, intégrée dans l’URL du formulaire, puis transmise de façon sécurisée via une API.
3. Quand le propriétaire du formulaire se connecte à son compte Vault, il utilise sa clé privée pour déchiffrer la clé de chiffrement et accéder aux données soumises.
Ce système de chiffrement multi-couches assure la confidentialité et la protection maximale de vos données.
Simplifiez la collecte sécurisée de vos données
Fini le stress lié à la gestion des données sensibles ! Avec Zoho Vault SecureForms, créez des formulaires publics ou privés, entièrement personnalisables selon vos besoins. Vous devez recueillir des informations spécifiques pour un projet? Pas de problème. Vous pouvez aussi limiter le nombre de soumissions ou programmer une date d’expiration.
Le partage est simple : diffusez le lien du formulaire par email, messagerie ou en l’intégrant directement à votre site web. Vous pouvez être sûr que chaque donnée envoyée est chiffrée avec une sécurité maximale et reste strictement confidentielle.
Simplifiez la gestion de vos réponses
Ne perdez plus de temps à fouiller dans vos emails ou à récupérer des pièces jointes. Zoho Vault SecureForms facilite la gestion des réponses. Depuis votre page SecureForms, il vous suffit de cliquer sur le menu Actions puis d’exporter en toute sécurité toutes les soumissions directement dans votre Zoho Vault. Un processus sans risque et sans effort.
Suivi complet et transparent grâce à la timeline du formulaire
La transparence est cruciale lorsqu’il s’agit de gérer des informations sensibles. La timeline du formulaire agit comme une piste d’audit exhaustive pour toutes les actions réalisées via SecureForms. Elle indique clairement qui a visualisé ou soumis un formulaire, à quel moment précis, ainsi que d’autres informations essentielles, toutes horodatées. De plus, vous pouvez consulter les données confidentielles stockées dans votre Vault. Cliquez simplement sur l’icône timeline pour découvrir tous les détails de chaque soumission, garantissant ainsi un contrôle total et une confiance renforcée.
Collectez vos données en toute sécurité en cinq étapes simples
1. Créez votre SecureForm personnalisé directement depuis Zoho Vault. Définissez le type de formulaire, les limites de soumission et la durée de validité selon vos besoins.
2. Envoyez le lien du formulaire à vos contacts par email, via votre canal préféré, ou intégrez-le sur votre site web.
3. Les destinataires accèdent au formulaire de façon sécurisée en vérifiant leur identité, souvent par email et OTP, renforçant la sécurité.
4. Ils saisissent et soumettent leurs mots de passe et autres données sensibles, en toute confiance grâce au chiffrement.
5. Vous recevez les données et pouvez les importer d’un clic dans votre Zoho Vault, pour un stockage sûr et centralisé.
Marre des échanges interminables pour récupérer des données sensibles ? Zoho Vault SecureForms facilite et sécurise cette collecte.
Pour en savoir plus, consultez
ce guide.
L'équipe Zoho France
Recent Topics
Error Message: None of the rows can be imported
I have been using zoho sheets to download my CSV file for about 2 years now, this month, October 2021, for some reason when I download it to upload to zoho books I get a message saying "None of the rows can be imported". I have been using the same process,
Invalid Element place_of_contact, Invalid Element gst_no, Invalid Element gst_treatment
so this is the body contact_name: orderData.customerName, company_name: orderData.customerName, email: orderData.email, contact_type: 'customer', currency_code: 'INR', gst_treatment: 'business_gst', gst_no: 'i using proper gst no i just removed it from
Connecting Portals from different Zoho apps
Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals? It would be great if we could give our customers access to a portal in which they could
Not able to item an item to non taxable via api, despite sending is_taxable as false
Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!
Collection & Payment Mapping Automation
We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients
Nested Sub-forms (Subform within subform)
Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form -> Sub form A ->Sub form B If we tried this, only one level of sub form only working. Any one having any idea about this? Thanks Selvamuthukumar R
Restore Trashed Records Anytime Within 30 Days
Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are
Avoiding Inventory Duplication When Creating Bills for Previously Added Stock
I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert
Applying EUR Payments to USD Invoices in Zoho Books
Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in
How to prevent users from editing mail merge templates from Zoho crm
We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho
Customer Addresses cannot be edited/deleted in invoices
In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added
Custom Fields connected to Invoices, Customers, Quotes, CRM
I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?
Accelerate Github code reviews with Zoho Cliq Platform's link handlers
Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)
Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency
Partial payment invoicing
Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as
Inputting VAT Pre-Registration expenses for first VAT Return
Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I
Anyone else experiencing very slow loading of pages in Zoho Projects?
I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other
Zoho Desk Lookup Field Reporting
Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields
Integrating asana will cause notification messages to pop up continuously
When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.
Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
Entire notebook that had notes has disappeared
I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are in
My site has disappeared from web builder
www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.
Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets
Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I
Trying to trigger email notification based on rollup summary field
Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyone
zia data enrichment - switch to webamigo Extension
Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous method
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
Export Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another
Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint
Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers
How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?
Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,
Linkedin: when Zoho Social is going serious with it?
Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します! ▷▷詳細はこちら:https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
How to get fields centered in a form?
Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing? Any help would be greatly appricated. Thanks, Michael McNeill
Make Packages from multiple sales order of a single customer
Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.
Webhooks and Integration
Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please
Zoho Books X Zoho Expense
Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the
ABILITY TO LOG INTO CUSTOMER PORTAL
I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
Sort, filter & save views for BOOKS PROJECTS
Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically
edit input format in custom field - sales order
hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina
This transaction type cannot be matched with a line on the statement.
When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized
Full Text Customization & Translation in SalesIQ Chat Widget Settings
Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable
Next Page