Collaboration autour des fichiers

Collaboration autour des fichiers



S'il est aujourd'hui évident de travailler sur des outils de bureautique, la technologie a elle-même pu mettre des obstacles sur son propre chemin. En effet, bien que l'objectif ait été de simplifier les opérations et de partager l'information, de nombreux chefs d'entreprise constatent que leurs employés sont confrontés à un ensemble frustrant de problèmes courants liés aux documents et à la collaboration parce que les systèmes qu'ils utilisent ne sont pas alignés.
 
7 problèmes courants liés à la collaboration autour des documents :
  • Duplication de fichiers et difficulté d'accéder à la version la plus récente du document. Les utilisateurs sont ne sont pas sûrs de savoir quelle est la version finale.
  • Des documents importants sont accidentellement supprimés.
  • Perte de temps à rechercher des documents qui, souvent, ne sont jamais retrouvés.
  • Les conventions de dénomination des documents sont compliquées.
  • Les autorisations d'accès aux documents portent à confusion.
  • La collaboration avec les clients et le partage des fichiers ne sont pas clairement définis.
  • Les utilisateurs sont incapables d'accéder aux documents, formulaires et modèles standard.
Le temps où nous annotions nos documents au stylo est derrière nous ; aujourd'hui, nous disposons d'outils qui permettent de co-créer en temps réel dans le cloud et tout est en zéros et en uns derrière des couches de cryptage et des mots de passe.

Dans WorkDrive, la collaboration n'a pas besoin d'être présentée ; mais il convient de rappeler qu'il ne s'agit pas d'un simple stockage de documents : depuis WorkDrive, on peut collaborer directement.

Les dossiers d'équipe

Le travail d'équipe à l'aide de plateformes de collaboration de contenu traditionnel implique le partage de fichiers avec vos coéquipiers, la gestion de leurs autorisations d'accès, mais cela ne s'arrête pas là. Chaque fois que vous avez besoin d'accéder à un fichier créé par quelqu'un d'autre, vous devez demander l'accès et attendre qu'il le partage avec vous. Il est encore plus difficile de garder ces fichiers organisés pour un accès facile. Ces problèmes de collaboration font désormais partie du passé. Zoho WorkDrive introduit une toute nouvelle façon de créer, stocker et partager des fichiers pour collaborer avec les membres de votre équipe - les dossiers d'équipe.
 
Les dossiers d'équipe sont de deux types : les dossiers d'équipe privés et les dossiers d'équipe publics.

 Dossiers d'équipe privés

Vous pouvez créer des dossiers d'équipe privés pour stocker et travailler sur des fichiers qui sont exclusifs à votre département ou liés à un projet spécifique. Seuls les membres de l'équipe qui ont été ajoutés à un dossier d'équipe privé peuvent accéder à ceux-ci.

Dossiers d'équipe publics

Vous pouvez créer des dossiers d'équipe publics pour stocker des fichiers d'équipe communs auxquels tous les membres de votre équipe ou organisation peuvent accéder. Tout membre de l'équipe ou de l'organisation peut rejoindre un dossier d'équipe public et accéder à ses différents fichiers et dossiers.

Les dossiers d'équipe facilitent votre travail quotidien

Une intégration en toute simplicité pour les nouveaux membres de l'équipe.
Ajouter des membres à votre dossier d'équipe est simple et rapide. Il suffit de saisir l'adresse e-mail, d'attribuer un rôle approprié (administrateur/ organisateur/ éditeur/ commentateur/ visiteur) et de les ajouter.

Vous pouvez également ajouter des groupes à un dossier d'équipe. Si votre équipe ou organisation utilise des groupes dans WorkDrive, vous pouvez facilement ajouter un groupe entier à un dossier d'équipe et attribuer au groupe un rôle spécifique au lieu d'ajouter chaque membre individuellement. Tous les membres du groupe recevront le rôle attribué à leur groupe dans ce dossier d'équipe. Vous pouvez ajouter des groupes, modifier les rôles des membres et supprimer des groupes des dossiers d'équipe à tout moment.


Rôles et autorisations à structure précise

WorkDrive vous permet d'attribuer à un membre d'un dossier d'équipe des autorisations d'accès plus élevées à un fichier ou à un dossier au sein de celui-ci. Par exemple, un membre ayant le rôle de visiteur dans un dossier d'équipe peut recevoir un accès de modification ou un accès plus élevé à un sous-dossier ou à un fichier.


Partage de fichiers avancé

L'objectif des dossiers d'équipe est de réduire le nombre de fois où vous devez partager des fichiers individuellement avec vos coéquipiers. Les fichiers ajoutés à un dossier d'équipe sont déjà disponibles pour tous ses membres.
Notre fonction avancée de partage externe vous permet de créer plusieurs liens pour partager le même fichier avec différentes personnes, comme des clients et des partenaires. Vous pouvez définir des autorisations d'accès, des mots de passe et des dates d'expiration, et décider qui peut télécharger un fichier. Vous pouvez également demander les données de l'utilisateur, comme son nom, son numéro de téléphone et son e-mail.


Bon à savoir : en tant qu'administrateur, vous pouvez désactiver complètement le partage externe pour votre Dossier d'équipe si nécessaire.

Souhaitez-vous nous faire part de votre expérience avec Zoho Work Drive ? N'hésitez pas à laisser vos commentaires dans la section ci-dessous.

L'équipe Zoho France 

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Vendor Signatures Needed for Purchase Orders

      Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.

    • Is there an API to "File a Ticket" in Desk

      Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

    • Store "Sign in with Google/Microsoft/GitHub etc." details

      Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username

    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

    • Tip of the Week #72– Assign thread ownership to avoid confusion.

      When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designating

    • Unarchive tickets

      How can I manually unarchive tickets?

    • Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

      Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,

    • FSM trying again

      have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service

    • Feature Request: Conditional Field Mandatoriness Based on Display Status

      Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in

    • Data Migration Strategies for Moving to a Cloud Solution

      Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it

    • Commerce Order as Invoice instead of Sales Order?

      I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

    • How to set different item selling prices for Zoho Commerce and Zoho Books

      Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price

    • Time Entry Notifications

      Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

    • How to report 'Response violation' OR 'Resolution violation'

      Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect

    • BUG - Google Business Buttons - Add a button to GBP Post

      I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Date triggering Workflow rule

      I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever

    • Restricting contact creation

      Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emails

    • Import Holiday Calendars

      HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie

    • Filtering Tickets based on Email headers

      We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`

    • Error 550 5.4.1

      I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated 

    • Billing Management: #2 Fair way of Billing- Prorated Billing

      Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. Prorated

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

    • How can I filter a field integration?

      Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

    • Adding image in HTML report page

      Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market

    • How to change view of HTML report based on device but always print in A4

      Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always

    • Age Calculation

      I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.

    • Search on Custom Field

      We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a

    • Sendmail function / custom action?

      I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered

    • API to post drafts for social media

      I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • What impactful sales coaching techniques have you used to boost your team's performance?

      I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned

    • Adding Taxes to paid consultations in Zoho Bookings

      I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

    • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

      Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

    • Possible to bold or indent text in the description field?

      As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.

    • Next Page