La recherche intelligente

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.
 
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

      • Job Alerts for Candidates

        hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

      • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement

      • Show/ hide specific field based on user

        Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

      • Where are Kanban swimlanes

        So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research

      • Tip 19: How to display images in Pages using ZML snippets

        Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

      • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

        I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

      • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

        I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

      • Reference lookup field values in Client script

        hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data

      • In App Auto Refresh/Update Features

        Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

      • Every time an event is updated, all participants receive an update email. How can I deactivate this?

        Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

      • How can I filter a field integration?

        Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

      • How to implement new online payment gateway?

        Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

      • Zoho CRM - Portal Users Edit Their Own Account Information

        Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

      • Connecting Zoho Mail with Apollo.io

        Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

      • Where does this report come from in the Zoho One ecosystems?

        Is this directly from MA, Analytics or ??? ???

      • Contact's title in "Contact Role Mapping"

        When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

      • Zoho CRM - Client Portal - Hide Notes Related List

        Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

      • "Pivot Table" Conditional Formatting

        Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

      • How many clients can be added to Zoho Practice?

        How many clients can be added to Zoho Practice without having their zoho app?

      • Stage History

        when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current

      • Automating Ticket Responses Using Zoho Desk's AI Features

        We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this

      • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

        Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,

      • Service locations are tied to contacts?

        Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.

      • Enhancements to Zoho Map integration tasks

        Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

      • Bug in Total Hour Calculation in Regularization for past dates

        There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

      • Narrative 12: Sandbox - Testing without the risk

        Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements

      • Announcing new features in Trident for Mac (1.27.0)

        Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones

      • Slow uploads of large files

        I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through

      • Migrate Your Notes from OneNote to Zoho Notebook Today

        Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

      • need to upload from airtable to google drive

        I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate

      • Can't delete functions that are associated with deleted workflow rules

        We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions

      • Default Sorting on Related Lists

        Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

      • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

        Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're

      • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

        Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions

      • Enhancing Zia's service with better contextual responses and article generation

        Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

      • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

        We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field

      • CRM/Bookings integration edits Contact names

        Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

      • Domain Change

        “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”

      • Webhooks Limit Exceeded

        Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator

      • Next Page