Collecter les fichiers
Toute tâche implique, à un moment ou à un autre, la collecte de données ou de documents. Qu'il s'agisse de rapports de projet d'employés, de rapports médicaux de clients ou de devoirs d'étudiants, WorkDrive vous permet de collecter et de gérer des fichiers en toute sécurité grâce à cette fonctionnalité. Une fois que les utilisateurs ont téléchargé leurs fichiers, vous serez en mesure de voir leurs soumissions et de gérer les dits fichiers en toute simplicité.
Choisissez un dossier pour stocker tous les fichiers téléchargés, fixez des délais pour les soumissions et définissez des limites de téléchargement pour la taille et le nombre de fichiers. Cette fonctionnalité vous permet de créer des liens de collecte séparés pour les utilisateurs internes et externes avec des paramètres de lien personnalisés, tels que la date d'expiration, la limite du nombre de fichiers et la limite de la taille des fichiers.
Activer "Collecter les fichiers"
Cette fonctionnalité doit d'abord être activée au niveau de l'équipe à partir de la console d'administration, et en fonction des autorisations, soit les administrateurs uniquement, soit tout le monde dans l'équipe pourront créer et gérer des collections.
- La console d'administration >> Paramètres >> Partage
- Activez l'option "Activer les collections" pour permettre à vos coéquipiers de créer des collections.
- Choisissez qui a le droit de créer des collections dans WorkDrive :
- Toute personne de l'équipe
- Uniquement les administrateurs de l'équipe
D'un autre côté, il est parfois préférable de désactiver la collecte de fichiers pour des raisons diverses.
Bon à savoir
Une fois que les collections ont été désactivées pour une équipe :
- Les liens de collections existants cesseront de fonctionner. Les utilisateurs externes ne seront pas en mesure d'accéder aux liens de collecte pour télécharger des fichiers.
- Les nouveaux liens de collection ne peuvent pas être créés.
- Les propriétaires de collections pourront toujours accéder aux collections qu'ils ont créées et aux fichiers collectés. Cependant, ils ne pourront plus modifier les paramètres de la collection.
Sélectionnez un nom d'affichage dans la vue des liens
Pour faciliter l'identification, il est possible de basculer entre le nom du créateur de la collection et le nom de l'équipe. Cette option est utile par exemple dans les cas où vous souhaitez qu'une partie externe reconnaisse l'organisation que vous représentez. De même, il serait plus facile d'utiliser votre nom pour la communication interne.
Choisir un nom d'affichage
- La console d'administration >> Paramètres >> Partage
- Sous la section "Activer les collections", choisissez le nom que vous voulez afficher pour les utilisateurs externes dans la vue du lien de la collection.
- Sélectionnez le nom à afficher lorsque vous liez la collection à des utilisateurs externes :
- Nom du créateur de la collection : affiche le nom de la collection et de son créateur.
- Nom de l'équipe : affiche le nom de la collection et de l'équipe à laquelle elle appartient.
Créer la collection
- Sélectionnez l'onglet "Collecter des fichiers" dans le panneau de gauche.
- Sélectionnez " Créer la collection".
- Saisissez les informations demandées.
- Sélectionnez un emplacement de dossier pour stocker tous les fichiers téléchargés par les utilisateurs. Vous pouvez choisir un dossier soit dans "Mes dossiers", soit dans un dossier d'équipe où vous avez au moins un rôle d'organisateur.
- Pour créer un dossier distinct pour chaque utilisateur, cochez la case correspondante.
- Le nom de l'expéditeur sera le nom de dossier par défaut.
- Pour fixer une limite à la taille des fichiers téléchargés, sélectionnez la case correspondante et sélectionnez la limite requise.
- Les limites de taille de téléchargement disponibles sont : 1 Mo, 10 Mo, 100 Mo, 1 Go, 5 Go, 10 Go, 25 Go et 50 Go.
- Définissez une date d'expiration, si nécessaire.
- Les notifications vous aident à avoir la main lorsqu'un utilisateur ajoute des fichiers.
- Pour partager le lien, copiez-le et ajoutez-le au canal de communication de votre équipe ou, pour l'envoyer par e-mail, ajoutez des adresses e-mail et un message sous "Lien de collecte par e-mail" et envoyez.
- Cliquez sur "Paramètres du lien" pour modifier les paramètres du lien de collecte.
Bon à savoir
- En fonction des paramètres de collecte de l'équipe, le nom de l'équipe ou le nom du créateur de la collection s'affiche dans la vue du lien de collecte pour faciliter l'identification.
- Avant de partager le lien de la collection avec les utilisateurs prévus, copiez et collez le lien de la collection dans un nouvel onglet, testez et vérifiez.
Consulter et gérer vos collections
- Accéder à l'onglet "Collecte de fichiers" dans votre WorkDrive pour gérer tous les fichiers partagés.
- Vous avez l'accès aux liens actifs et inactifs.
- Pour modifier les paramètres d'un lien particulier ou pour des actions ultérieures, allez sur l'icône des paramètres et les options suivantes seront disponibles :
- Copier le lien
- Afficher les soumissions
- Envoyer le lien par e-mail
- Modifier les paramètres
- Désactiver la collection
Télécharger des fichiers via un lien de collecte
- Lorsque vous partagez un lien de collecte avec des utilisateurs, cliquez sur le lien partagé et téléchargez un document existant. Dans l'écran de téléchargement, vous pouvez voir les limitations, y compris la taille du fichier à télécharger et le nombre maximum de fichiers à télécharger.
- Pour les collections externes, les utilisateurs doivent saisir les données utilisateur requises, telles que le nom, le numéro de téléphone et l'adresse électronique, afin de pouvoir télécharger des fichiers.
N'hésitez pas à partager vos questions en commentaire
L'équipe Zoho France
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kinjal Lodaya
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.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep 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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Iteration through a list - Coming up against a "Failure to update function" error
Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'Can you modify "Last Activity Time" in deluge? If so what's the field name?
I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhereHow do I define a weekend
I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。 今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。 【目次】 SAMLベースのシングルサインオンについて ポータルへのアクセスリンク送付について 今回のアップデートにより、アイデンティティプロバイダー（IdP）を利用している組織において、SAMLベースのSSO（シングルサインオン）を有効化できるようになりました！Getting error during inserting a record in form of zoho people using zoho api
import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_nameUI Arabic
can i change the member portal UI to arabic in zoho community?Resume template to include profile photo
Hi, We would love the Resume Template to be able to include their profile photo. How can this be done? MiriamMarking a form as 'done'?
Hi! I've got a form that staff fill in when moving stock from location to location. I see the entries they've sent across and I input them into my stock control system. Is there a way to mark a form as 'done'? So that I know which entries I've input,Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideallyZoho Rating
When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an emailZoho GC Flow is not showing in IM Channels
I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned theseSharing Knowledge Base articles across multiple departments
It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could installContacts marked as Spam are shown as Contacts in tickets.
Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automaticallyIs possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter
Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, PabloReal Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report
In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. OurSet recurring tasks in Zoho Support?
Hello, We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically? Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects areSchedule a regular backup
In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.Limit who can submit a support ticket to your site?
Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users toIs there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,Allow us to disable the Reopen Ticket button after a ticket is closed
Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our businessHow to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?
Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassedAdmin Control for Default Email Templates in Zoho Desk
Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrallyLock out of account after password update
This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts onMultibrand Help Center - Share knowledge base catgories between multiple departments
Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, weUnable to upload document error on zoho sign
i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');Cloud to cloud folder migration from Sharepoint to Workdrive
I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folderZoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave themKiosk Studio wrap-up | How our community used kiosks in 2024
Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM communityZoho Crm - Inventory Integration
Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.Inventory Valuation Method Feature
Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumedWhere is the customization and extendibility of zoho inventory?
After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case weOrganization Variables - Restrict Access
Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templatesZoho takes too long to load...
I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?Modules are continuously loading
Hi! We are not able to open the task modules, it keeps continuously loadingExecution failure when fetching a Name field from another app
In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;Accessing Subform Data using getRecordByID
I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,Allow customer to select meeting duration
I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.Next Page