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
Recent Topics
Zoho CRM Canvas Copy Original Layout
Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original
Revenue Management: #5 Revenue Recognition in SaaS
If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should I
MS Teams for daily call operations
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
Zoho Learn Course Access Issue
One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?
ZOHOLICS Japan 2025 開催のお知らせ(再投稿)
【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日(金)に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2
Phone Number format for Bulk Upload via csv for Zoho Sign
What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv provided
Filter Page Elements By Selectable Date Range
I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the
Can’t Enter my Notebook is Locked
I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t
Send Email Directly to Channel
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask
Secure your external sharing process with OTP Authentication
For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared
Items attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
Is there a way to search mail for items you haven't yet responded to?
I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?
Zobot and Sales IQ
What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too
Subtotals per Header
Hey, we would like to display subtotals per header in our invoices:
upgrade storage
how to upgrade my storage
Linking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
Add the ability to view number of hours planned for a workorder while in the Dispatch Console
Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned
Uploading Files from uploads api
I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th
Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, Invoices
URLs being masked despite disabling tracking
Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead
Change format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!
square up and Zoho books
Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax
How to provide Access rights to specific Bank accounts
We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?
Errors Getting a Bank Transaction
Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to
Subscriptions Plans and CRM Products Integration?
Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based. So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to
Mapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
Zoho People Attendance Module - Split Shifts
Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm
Bulk update fields based on date
Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?
Target for a campaign
Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more
Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user
Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket
Celebrating the power of visuals
On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does
Customer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
Blocking / black listing customers
Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.
Option to block bookings from specific email address or ip adresss in zoho booking
Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
Feature Request: Email Templates for notifications accross all services
Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent
Allow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
Approval-based booking with Zoho Creator and Zoho Bookings
Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming
Member Accounts in Related List
Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using
how do i remove a specific Zoho Service from my account
I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
I Want migarte all invoice details to zoho sheets
I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.
Next Page