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 
    • 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

      • Add Save button to Expense form

        A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a
      • Change Currency symbol

        I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
      • Call transcrition working for ringcentral?

        I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call
      • How to Send Email from within a custom module (with or without an email template)

        It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
      • Zoho Inventory - Managing Items With Multiple Suppliers

        Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,
      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
      • Zoho Creator customer portal limitation | Zoho One

        I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
      • Bug tracking

        Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.
      • Retainer invoice in Zoho Finance modlue

        Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
      • Is it really true that I can't set the default 'deposit to' account in 2025?

        I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
      • How do I see the total leads during a certain period?

        I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could
      • Unable to Add Asset to Work Order Due to Different Contact and Company

        Hello Zoho Team, I’m facing an issue in our environment related to asset linking in Work Orders. Here’s the situation: When our engineers go for field activities, they initially create the Work Order using the salesperson’s contact details. After completing
      • Where is the Global Search field?

        I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of
      • API 500 Error

        Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":
      • Send Whatsapp message from Whatsapp template with custom variables

        Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use
      • In place field editing for candidates

        Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however
      • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

        Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
      • Default tax type for mileage?

        Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)
      • Analytics Portal

        I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy
      • The Social Wall: October 2025

        Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever
      • Show price book list price

        When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price
      • Zoho CRM - Scheduled Reports Which Contain Chart

        Hi Zoho CRM Team, I'm requesting that the Report Export and Scheduling feature be enhanced to include a chart, if one has been created on a report. At the moment I have a report which shows Sales This Week by Deal Owner and a pie chart at the top of the
      • Cliq File Upload

        While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible
      • Resizing a Record Template Background Inage

        Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when
      • Analytics : How to share to an external client ?

        We have a use case where a client wants a portal so that several of his users can view dashboards that we have created for them in Zoho Analytics. They are not part of our company or Zoho One account. The clients want the ability to have user specific,
      • How to copy value from a single line field into a picklist field within a module's subform?

        Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflows
      • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

        Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly
      • Constant color of a legend value

        It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
      • What's New in Zoho POS - October 2025

        Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can
      • Loan and purchase

        My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for
      • Zoho Connect Module in Zoho Trident

        Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect
      • Zoho FSM API Delete Record

        Hi FSM Team, It would be great if you could delete a record via API. Thank you,
      • Feature enhancement: Highlight rows based on a cell value

        Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
      • File Field Validation

        Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the
      • 100 record view limitation

        I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,
      • Fillable template with dynamic tables?

        Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure
      • ZUG Meet-ups are back - Across India (December 2025)

        The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,
      • Categorise Attachments

        We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single
      • Next Page