Optimiser le dossier d'équipe au sein de Work Drive - 1ère partie

Optimiser le dossier d'équipe au sein de Work Drive - 1ère partie



Au cours du dernier article, nous avons découvert l'une des fonctions les plus utilisées et les plus recherchées de Zoho Work Drive, le dossier d'équipe.
Dans cet article, nous allons explorer les différentes particularités d'un dossier d'équipe.

Créer ou télécharger des fichiers et des dossiers

Étant donné que les dossiers d'équipe sont un espace partagé, tout fichier ou dossier que vous créez est automatiquement accessible à tous les membres de ce dossier d'équipe.
  • Le panneau à gauche affiche par défaut tous les dossiers d'équipe dont vous faites partie.
  • Sélectionnez le dossier d'équipe dans lequel vous souhaitez créer un nouveau fichier ou dossier. 
  • Cliquez sur le bouton + NOUVEAU dans le menu en haut.
  • Pour créer un fichier - Sélectionnez le type de fichier que vous souhaitez créer à l'aide de la suite bureautique Zoho (document, feuille de calcul ou présentation).
  • Pour créer un dossier - Sélectionnez Dossier dans le menu déroulant. Saisissez un nom et enregistrez.
  • Vous pouvez également télécharger des fichiers ou des dossiers à partir de votre bureau ou un service de stockage cloud. 
  • Les services de stockage cloud concernés sont : Google Drive, Box, Dropbox, OneDrive et Evernote.


Bon à savoir

  • Les nouveaux fichiers créés à l'aide de la suite bureautique Zoho dans un dossier d'équipe sont par défaut en "brouillon". Ils restent masqués aux autres membres du dossier d'équipe jusqu'à la sélection de l'option "Marquer comme prêt". Cette fonctionnalité vous donne le temps et la liberté de travailler sur vos premières versions sans que les autres puissent vous faire des commentaires avant que ces dernières ne soient terminées. 


  • Vous pouvez télécharger des fichiers aux formats .docx, .pptx, .xlsx, etc. et les visualiser dans Zoho WorkDrive. Pour modifier ces fichiers, vous devez les convertir au format de Zoho WorkDrive.  La suite bureautique intégrée de Zoho vous aide à modifier des documents, des feuilles et des présentations en utilisant respectivement Writer, Sheet et Show.

Restaurer des fichiers et des dossiers

Seuls les membres disposant des droits d'administrateur et d'organisateur peuvent déplacer des fichiers et des dossiers vers la corbeille du dossier d'équipe correspondant.
La mise à la corbeille de fichiers et de dossiers partagés avec d'autres membres de l'équipe supprimera également ces fichiers et dossiers pour eux.
  • Sélectionnez votre dossier d'équipe
  • Cliquez sur la flèche déroulante à côté du nom de votre dossier d'équipe en haut.
  • Sélectionnez corbeille dans la liste déroulante.
  • Sélectionnez le fichier ou le dossier que vous souhaitez restaurer et cliquez sur l'icône de restauration en haut de la liste de la corbeille. Vous pouvez également passer la souris sur le fichier ou le dossier et cliquer sur l'icône de restauration pour le restaurer.


Bon à savoir

  • Les Admins et les Organisateurs peuvent restaurer les fichiers et dossiers supprimés de la corbeille d'un Dossier d'équipe.
  • Seuls les Admins peuvent supprimer des fichiers et des dossiers de la corbeille d'un Dossier d'équipe.
  • Pour renforcer la sécurité des données, une fois que les éléments de la corbeille sont supprimés, ils sont déplacés temporairement vers les éléments supprimés dans la console d'administration.

Gérer les fichiers supprimés dans "Les dossiers d'équipe" et dans "Mes dossiers" des membres de votre équipe

L'onglet "Administration des données" de votre console d'administration vous permet de contrôler entièrement les données de votre équipe. À partir de cet onglet, vous pouvez :
  • Trouver des fichiers dans les dossiers de l'équipe.
  • Trouver des fichiers dans "Mes dossiers" des membres de votre équipe.
  • Gérer les fichiers supprimés dans les dossiers de l'équipe et dans les dossiers personnels des membres de l'équipe.
Cela vous permet de prendre le contrôle des fichiers de l'équipe en cas de besoin, par exemple lorsqu'un appareil a été perdu ou qu'un compte a été compromis.
  • Accédez à la console d'administration et sélectionnez "Administration des données".
  • Passez à l'onglet "Gérer les éléments supprimés" et choisissez un dossier d'équipe pour trouver tous les fichiers supprimés dans ce dernier. 
  • Vous pouvez restaurer n'importe quel fichier dans les dossiers d'équipe ou dans les dossiers personnels des membres de l'équipe pendant une période de trois mois à partir du moment où il a été supprimé. Pour restaurer un fichier, sélectionnez le fichier ou le dossier en question et cliquez sur le bouton de restauration .
Restaurer dans les dossiers d'équipe


 
                                                                              Restaurer dans les dossiers personnels

Bon à savoir

  • Les éléments supprimés dans la console d'administration ne prennent pas d'espace de stockage.
  • L'administration des données n'est disponible que dans l'édition Business de WorkDrive.
 
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

    • Set up slack alert based on a field changing from one option to any other

      Hi, I'm trying to set-up a workflow to send a slack alert if a field changes from one option to any other. I've set-up a workflow to trigger on Edit and when a specific field gets modified but the only option I have 'is modified to' when really it should

    • Better UI more user friendly

      Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. This

    • Chronicles of 2024: The Year in Retrospect

      As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features

    • Power of Automation :: Automatically archive your inactive Projects

      Hello Everyone, 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

    • 554 5.1.8 Email Outgoing Blocked

      HELP!!!!! My e-mail marymariya@zoho.com is blocked. Error: 554 5.1.8 Email Outgoing Blocked The third day I am writing to the forum, but zohosupport is not responding. Why? What is the problem? I ask to help solve the problem, because I can not communicate with my customer base.

    • Zoho Inventory: Rewinding 2024

    • Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions

      #CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho

    • Assistance with Custom Attendance Report in Zoho People

      Hi, I created a custom report in Zoho People 5.0 to track employee attendance according to our specific needs, as the existing reports do not include all the required details. However, I’ve noticed that the report doesn’t update continuously or on a daily

    • Zoho analyticsでのタブを跨いだ集計

      Zoho analyticsまたはCRMレポートなどを用いて、 見込み客タブと商談タブで共通するユニークキー(リード管理番号)を軸に、「共通選択リスト」で設定した項目別の集計を行うことは可能でしょうか？ ・要望 ①リード管理番号をキーに、見込み客テーブルと商談テーブルを結合したRAWデータを作成したい ②具体的には下記表のように「共通選択リスト」項目(サービス)別のマーケ数値を一表にしたい 　※リード＝見込み客タブ　商談・成約＝商談タブ 　　　　　リード数　商談数　成約数 サービスA　　　10　　　5　　　2

    • Key Highlights of 2024: Recalling a Year of Progress and Advancements!

      As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us

    • How to refresh the page by widget in related list?

      Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any

    • your phone line in the uk doesnt work i need help now

      i need to speak with customer service urgently

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • Missing phone numbers

      yesterday I have noticed that most contacts' phone numbers are missing. At first I thought it is a synchronisation problem with my Android phone but as I have found later, numbers are missing on Zoho. I have tried to reimport contacts from a backup but

    • Customise 404 page in Zoho Sites 2.0

      Is it possible to customise the 404 page in Zoho Sites 2? You use to create a new 404 page and that became the default 404 page, but this does not seem to work anymore? Any pointers/suggestions/support appreciated :)

    • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

      Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

    • Create workflow rules based on notes

      Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.

    • Workflow sync between zoho books and zoho inventory

      Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development

    • Item sales account via api

      Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?

    • Zoho Please change your ways

      I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,

    • Make a ticket visible in the Community

      Hi there, It is possible to have a conversation with a customer via a ticket and eventually the proposed solution isn't possible yet. Therefore you want to add it as an idea in the Community, available and open to everyone that is in the community, so

    • Zoho email folders gone

      Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?

    • Pause/Resume Subscrtiption API

      I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?

    • Update Department on Ticket (with applied Blueprint)

      Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,

    • ERROR_CODE :554, ERROR_CODE :rejected due to spam

      Please verify bounce message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE

    • Can't verify domain with AWS Route53

      I have a domain successfully transferred to AWS Route53 from NameCheap. When I try to CNAME or TXT Records as suggested, they are added in AWS console however zohomail does not verify them. For the TXT record zohomail says the value is wrong, whereas

    • Sent emails not going and showing "Processing"

      Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology

    • LinkedIn verification link and otp not receiving

      For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward

    • send file to ftp or another external service

      i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??

    • Mass pdfs into OCR field

      I am working on a Creator app that my org will use internally. Is there any way to mass upload pfs through a form with an OCR file upload field? Is Creator capable of this, or would I need to use Catalyst?

    • How to upload a file to form file upload field from deluge script.

      Hi guys, I need to store API response into Form File upload field . I'm not getting any errors but PDF file is not assigned to file upload field. You can check possibilities using below details: Method: POST URL: https://v2.convertapi.com/convert/web/to/pdf?Secret=<<SecretKey>>&Token=<<APIKey>>&Url=https://www.google.com You need to generate secretKey and APIKey by Login to https://www.convertapi.com/a/su Response: { "ConversionCost": 4, "Files": { "FileName": "www_google_com.pdf", "FileSize": 68342,

    • Export view via deluge.

      Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

    • Subform Time field showing as null in script.

      Good Afternoon everyone. I am trying to take the information from my subform and populate it into a multiline field in the CRM. The code below works with no errors. The problem is, it shows that the Open and Close (Time fields) are null. But they are

    • Is there a way to sort report on record template by a specific field like date field

      Hi, Is it possible to sort the report on the record template by the date field and not the default Added Time. Please check the example bellow: The records are sorting by the added time I wand to change that by the date field,

    • Shared subfolders

      Am I right in thinking that there is no Zoho email application that allows me to create a shared inbox and then add additional folders/subfolders under that inbox? If so, this is really quite incredible and probably a deal breaker for us to start using

    • Update Multi select field values to another form table as individual record

      Hi, I am new to coding and do basics within deluge. I need help with the deluge script to meet the following requirement. Form Student Attendance The fields are : Attendance Date Course (Lookup to Course Form) Class (Lookup to Class Form) Students (Multi

    • Shared Mailbox - Mark as read for all users

      Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However

    • Allocate emails to user in a shared mailbox

      Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

    • How to view shared mailbox in Outlook

      How to view shared mailbox in Outlook or in another software

    • Customising the approval email

      Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.

    • Next Page