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 

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • 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.


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Zoho Books - Include Quote Status in Workflow Field Triggers

                                                                                                              Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored
                                                                                                            • Zoho Books - Show Related Sales Orders on Quotes

                                                                                                              Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot
                                                                                                            • Add VAT/Tax line to bank adjustments

                                                                                                              When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with
                                                                                                            • New Menu Layout Feedback

                                                                                                              I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something
                                                                                                            • How to use Rollup Summary in a Formula Field?

                                                                                                              I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
                                                                                                            • Form Accessibility

                                                                                                              Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 
                                                                                                            • Cannot schedule report delivery

                                                                                                              The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.
                                                                                                            • adding attachment in sendmail script where attachment is in a CRM field

                                                                                                              Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you
                                                                                                            • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

                                                                                                              Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into
                                                                                                            • Zoho Suite is very slow

                                                                                                              Since today Zoho is incredibly slow over all applications! What's going on?
                                                                                                            • Not sure how to use credits to my account

                                                                                                              Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris
                                                                                                            • Control who sees Timeline and Interactions in Zoho CRM through Profiles

                                                                                                              The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
                                                                                                            • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

                                                                                                              Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.
                                                                                                            • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                              Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
                                                                                                            • Issue showing too many consultations in my workspace link.

                                                                                                              Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
                                                                                                            • 👋 Welcome to the Zoho MCP Community

                                                                                                              Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
                                                                                                            • CRM Validation Rules Support Only Single Condition

                                                                                                              Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution
                                                                                                            • Unapproved Leaves are hard to distinguish in Attendance View

                                                                                                              This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are
                                                                                                            • Performance Appraisal Probation Period

                                                                                                              Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!
                                                                                                            • Zoho Creatorの一括操作における処理の同期/非同期について

                                                                                                              現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか?それとも非同期的に行われるのでしょうか? 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。
                                                                                                            • Adding Chargebee as a Data Connector

                                                                                                              Is it possible to get Chargebee added as a Zoho Analytics data connector?
                                                                                                            • Mail Delivery Failed

                                                                                                              Good morning,   I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below.   Any ideas   Thanks   Rob   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. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,
                                                                                                            • Delete commerce website

                                                                                                              I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The
                                                                                                            • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

                                                                                                              My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will
                                                                                                            • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                                                                                              Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
                                                                                                            • This mobile number has been marked spam. Please contact support.

                                                                                                              Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp
                                                                                                            • What’s New in Zoho Inventory | April 2025

                                                                                                              Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
                                                                                                            • When Zoho Tables Beta will be open to EU data center

                                                                                                              Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
                                                                                                            • Pass current date to a field using Zoho Flow

                                                                                                              I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed
                                                                                                            • API: Mark Sales Order as Open + Custom Status

                                                                                                              Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the
                                                                                                            • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

                                                                                                              We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes
                                                                                                            • Zoho Quartz Screen Recording

                                                                                                              Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you
                                                                                                            • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                              This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make
                                                                                                            • Tip 26: How to hide the "Submit" button from a form

                                                                                                              Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then
                                                                                                            • filter broke my data

                                                                                                              I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
                                                                                                            • Email address for forwarding is not saving and there's no confirmation ema

                                                                                                              Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding
                                                                                                            • How do I move Notes around within a Group?

                                                                                                              It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the
                                                                                                            • javax.mail.authenticationfailedexception 535 authentication failed

                                                                                                              Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
                                                                                                            • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                                                                                              The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
                                                                                                            • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

                                                                                                              I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting
                                                                                                            • Next Page