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

        • Zoho Commerce - Mobile Application

          Does Zoho Commerce have a mobile application for customers to place an order?

        • Register user through Phone Number by Generating OTP

          In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

        • Unable to change sales_order status form "not_invoiced" to "invoiced"

          I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting

        • Custom Buttons for Mass Actions

          Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

        • Zoho Vault Passwords

          Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.

        • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

          I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?

        • Zoho Creator to Zoho CRM Images

          Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

        • 【Zoho CRM】レポート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、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。

        • Translation in zoho bookings

          We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking

        • Is there any way to bill one client in different currencies on different invoices?

          I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support

        • API name for all fields in Zoho Project (Standard or custom)

          Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App

        • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

          I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

        • Zoho Assist not rendering NinjaTrader chart properly

          Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

        • Best way to schedule bill payments to vendors

          I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

        • Link(s) between Notes

          Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking

        • Zoho Books | Product updates | August 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

        • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

          Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section

        • I don't see any WITHDRAWL transaction at all

          Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,

        • Shared inbox unable to see replies

          Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

        • Kaizen #136 - Zoho CRM Widgets using ReactJS

          Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM

        • 404 error at checkout

          Our customers are getting a 404 error at checkout. Anyone else with the same problem?

        • FONT Sizing in Notebook

          Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. Nothing

        • Can managers Upload documents to their direct rapports?

          Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there something

        • Leave balance display for next year

          Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balance

        • Please add an “Auto-Apply Unused Credits” toggle

          Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for

        • Zoho Books not working/loading

          Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!

        • Custom Fields with Data Types for Expense and Payments Received in Zoho Books

          Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can

        • Zoho Cliq - Incident alert (Server outage - IN DC) | August 28

          We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:

        • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

          Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

        • How can I see content of system generated mails from zBooks?

          System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

        • Limitations on editing a message in Cliq

          Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via

        • Narrative 10: Assignment Rules - Streamlining Ticket Management

          Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do more

        • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

          Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

        • Custom form - Duplicate Value Present

          I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:

        • Zoho API connection issues

          Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',

        • Query Regarding our Partnership between AIC-JKLU and Zoho

          Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,

        • Disputed Purchase Invoices

          We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their

        • Getting events in the future

          Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all

        • Created Date/Invalid Fields

          Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.

        • add employees and customiz

          I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

        • Next Page