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
Recent Topics
unable to send message reason 554 5.1.8 Email outgoing blocked
unable to send message reason 554 5.1.8 Email outgoing blocked
Ship via Carrier Not Working Since Commerce Update
Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening
automations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending
Zoho Expense - The ability to add detail to a Trip during booking
As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the
Adding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!
Schedule Exports for Regular Project Updates
Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly
Question about custom fields using Pivot Tables.
I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?
Request for Light/Dark Mode
Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm
Signature field is showing black
Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?
Journey Email - Ignored Contacts
I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not
Involved account types are not applicable when create journals
{
"journal_date": "2016-01-31",
"reference_number": "20160131",
"notes": "SimplePay Payroll",
"line_items": [{
"account_id": "538624000000035003",
"description": "Net Pay",
"amount": 26690.09,
"debit_or_credit": "credit"
}, {
"account_id": "538624000000000403",
"description": "Gross",
"amount": 32000,
"debit_or_credit": "debit"
}, {
"account_id": "538624000000000427",
"description": "CPP",
"amount": 1295.64,
"debit_or_credit": "debit"
}, {
"account_id": "538624000000000376",
"description":
Zoho Books - Include Payment Terms as a Custom View filter
It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be
How to update changed purchase account of item in invoice
I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the
Help - Zoho CRM notification on mobile (IOS/Android)
Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps? I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app
Zoho Books Idea - Include another field in Bank Details for Address
Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the
a question about the COQL API v8
When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success
Zoho Books Idea - Bank Details Button on Banking
Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button
JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code
Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js
Function #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's
Time based workflow without edit/action
Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound
What's New - August 2025 | Zoho Backstage
Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things
prevent selling expired items
Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.
Product details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during
Client Customer
I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.
Add Ability to Use Zoho Finance Tags
For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.
Embeded Signing doesn't work on Safari Browser
We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know
Dataprep Webhook Limits and Cannot update column with Dataprep
I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe
New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection
Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re
Project Management Bulletin: August, 2025
We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,
Zoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named
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
How do you list multiple contacts for a lead?
My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve
Modifying Three Dot Menu Options
Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for
Field Not Updating in FSM Script - Service and Parts module.
Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads
Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
Zoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
How to update Multiple Users field in Quote Module from Deal Module
Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
Advance PDF creation from CRM data
I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want
Next Page