La recherche intelligente
Toutes les entreprises, quelle que soit leur taille, ont besoin d'un système de gestion des fichiers pour stocker et suivre les nombreux documents générés chaque jour. La gestion des documents a fait un long chemin depuis les systèmes de classement sur papier jusqu'à la gestion électronique des documents qui utilise les technologies de stockage modernes pour gérer les différents types de supports, comme les textes, les vidéos et même les enregistrements vocaux.
Un système de gestion de fichiers efficace est essentiel à la fluidité de toute activité commerciale. Surtout dans les espaces de travail complexes et collaboratifs d'aujourd'hui, la vitesse et le volume de la production et du partage de documents sont sans précédent. Par conséquent, les systèmes de gestion des documents d'une entreprise doivent également évoluer au même rythme.
L'un des principaux défis de la gestion de fichiers est de pouvoir rechercher les bons documents à tout moment. Fouiller parmi un ensemble de documents en constante augmentation est une opération complexe. Il doit être possible de trouver le document en question, de déterminer son statut, les modifications qui y ont été apportées, s'il a été autorisé ou non, s'il a été partagé avec d'autres parties prenantes, etc.
Découvrons comment la fonction de recherche intelligente de Zoho WorkDrive vous aide à rechercher des documents dans tous les dossiers, qu'il s'agisse de dossiers personnels ou de dossiers d'équipe.
Dans Zoho WorkDrive, il est possible de rechercher un document par différents moyens
- Depuis le nom du document
- Depuis des mots-clés utilisés dans le document
- Effectuez la recherche en utilisant des mots clés, les 20 premières correspondances trouvées pour le mot-clé apparaîtront ci-dessous. Faites défiler pour voir les dossiers d'équipe, les dossiers et les fichiers trouvés pour la recherche.
Ce que comprennent les correspondances
- Les fichiers et dossiers dont le nom de fichier, de dossier ou d'auteur correspondent au mot-clé sont affichés.
- Les dossiers d'équipe dont le nom du dossier d'équipe ou le nom de l'utilisateur qui a créé le dossier d'équipe correspond au mot-clé seront également affichés.
- L'onglet "Afficher tous les résultats" en bas des résultats de recherche montre tous les résultats pour ce mot-clé particulier dans tous les fichiers et dossiers.
Ce que comprennent tous les résultats
- Les fichiers dont le contenu correspond à l'ensemble du mot-clé seront également répertoriés ici. Ces résultats ne seront pas affichés comme des correspondances lorsque vous tapez des mots-clés dans la barre de recherche. Tous les documents, présentations, feuilles de calcul, fichiers PDF ou fichiers texte (y compris les fichiers zip) seront recherchés pour toute correspondance de mots-clés dans leur contenu.
- Les fichiers dont le texte de l'image correspond à l'ensemble du mot-clé seront répertoriés.
- Les fichiers dont les objets images correspondent à l'ensemble du mot-clé seront répertoriés.
- Rajoutez des filtres en haut des résultats de recherche pour définir plus précisément votre recherche.
Tout emplacement : filtrez les résultats en fonction de leur emplacement parmi : Mes dossiers, Partagé avec moi et Dossiers d'équipe. Pour choisir un dossier d'équipe, sélectionnez d'abord l'équipe, puis un dossier d'équipe dans celle-ci.
Tous les types de fichiers : filtrez les résultats en fonction des dossiers et du type de fichier : documents, feuilles de calcul, présentations, images, vidéos, etc.
Toutes les dates : filtrez les résultats en fonction des filtres de date : Aujourd'hui, Hier, 7 derniers jours, Mois dernier, ou définissez une date personnalisée.
Rechercher dans un dossier
- Vous pouvez trouver rapidement vos fichiers en effectuant une recherche directement dans un dossier d'équipe particulier, dans Mes dossiers ou dans un sous-dossier de ces dossiers.
- Sélectionnez le dossier dans lequel vous souhaitez effectuer la recherche.
- Pour un dossier d'équipe, cliquez sur la flèche déroulante à côté du nom du dossier d'équipe en haut à gauche et sélectionnez "Rechercher" dans <nom du dossier d'équipe>.
Recherche de texte dans les images - Reconnaissance optique de caractères ( ROC)
Cette fonction permet d'extraire du texte de toutes vos images, c'est-à-dire des fichiers d'images ainsi que des documents dans lesquels des images ont été ajoutées. Les textes seront extraits des images et convertis en métadonnées consultables grâce à la méthode de reconnaissance optique de caractères (ROC).
Par exemple, si vous cherchez le mot "voiture", la fonction de reconnaissance optique de caractères récupérera toutes les images et tous les documents où le mot "voiture" apparaît dans les images.
Bon à savoir
- Seuls les textes imprimés dans des images peuvent être recherchés dans WorkDrive (les textes manuels ne sont pas pris en charge).
- Les textes dans les images ne peuvent pas être recherchés en utilisant l'option Finder.
Limitations de l'OCR
- Pour les fichiers PDF, seules les 20 premières images des 10 premières pages seront indexées pour la recherche OCR.
- Pour les formats de fichiers docx et pptx, seules 20 images seront indexées pour la recherche OCR.
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