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

    Access your files securely from anywhere


            Zoho Developer Community




                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day



                                          Zoho Marketing Automation
                                                  • 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 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

                                                                            • 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 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
                                                                                                  • When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

                                                                                                    In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the
                                                                                                  • How 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 bypassed
                                                                                                  • 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
                                                                                                  • Admin 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 centrally
                                                                                                  • Unlocking New Horizons: A Year in Review

                                                                                                    As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
                                                                                                  • Zoho desk desktop application

                                                                                                    does zoho desk has a destop applicaion?
                                                                                                  • 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 ??
                                                                                                  • Error 403: Forbidden When Updating Email Signature via API

                                                                                                    Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
                                                                                                  • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

                                                                                                    Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help
                                                                                                  • 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
                                                                                                  • Zoho Payroll's Year in Review 2024

                                                                                                    As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our
                                                                                                  • 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
                                                                                                  • Search mails in shared mailbox

                                                                                                    Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal
                                                                                                  • How to send binary data in invokeurl task?

                                                                                                    Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the
                                                                                                  • 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.
                                                                                                  • Pushing GCLID info from Gravity Forms to ZohoCRM

                                                                                                    We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
                                                                                                  • Issue Configuring SSO Integration with Cognito in Zoho Help Center

                                                                                                    Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The
                                                                                                  • Need manual aggregate column pathing help

                                                                                                    See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7
                                                                                                  • Add blueprint buttons to listview and kanban

                                                                                                    Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear
                                                                                                  • Merging contacts does fail because of help center membership

                                                                                                    I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the system
                                                                                                  • Duplicate Contacts - how to get merge or delete

                                                                                                    I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically.  I have yet to identify when or why.  How do I merge or delete them?  I see there is a "Deduplicate" but I am unable to find anything that explains this feature.
                                                                                                  • Admin Access to Direct Messages in Zoho Cliq

                                                                                                    Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access
                                                                                                  • "Mark as Spam" not working as expected

                                                                                                    Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them
                                                                                                  • Massive price increase for user licenses of Zoho Portal

                                                                                                    This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),
                                                                                                  • Next Page