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
Add an Equation Field (Or update the Formula Field)
Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan
How to parse column having JSON data using SQL?
We have a daily sync from a PostgreSQL database that brings data into Zoho Analytics. Some of the columns store raw JSON data. We need to build SQL queries on top to parse data from JSON and store them in discrete columns. There is no option for "Data
Enable report button based on the current user role
Greetings i have a report that contains action buttons, i want these buttons to appear as enabled only when the current logged in user has a certain role, for example only CEO role users will be able to use this button. but when setting the conditions
500 Internal Error In Mail API
I'm getting 500 Internal Error when using mail API. I'm getting this error for this one account, it works fine for other Account IDs which I have in my system.
Piss poor service in Support in Domains and email
Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now
Zoho live chat widget in React Js
I am trying to test Zoho live chat widget code in react js, below is the sample code void(0)} onClick={()=>window.$zoho.salesiq.floatwindow.visible("show")}>LIVE CHAT
window.$zoho = window.$zoho || {};window.$zoho.salesiq = window.$zoho.salesiq
Are there any plans to add Triggers for Subform edits?
By The Grace of G-D. Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?
Zoho commerce
i am facing issue with order summary emails.i am getting 1 continuous email for order received yesterday and today.ideally 1 email should be received for a particular date ie for 02/08 i should received 1 email from 12.01am till 11.59pm but it is being
Feature Request: Improve Category Page Sorting for "Out of Stock" Products
Hi there, I'm writing to request a new feature that I believe would significantly improve the user experience in my online store. Currently, on category pages, products are sorted by popularity. However, when a popular product goes "Out of Stock," it
POSTMAN - There was an error in evaluating the Pre-request Script:Error: Cannot read properties of undefined (reading 'json')
I am beginning the journey to learn how to use the API for Zoho Sign. I am getting the following error when I try to use postman. To walk you through how I am getting this error... I wanted to start with a simple GET and expand my learning from there.
How do i integrate shipstation with zoho inventory
Wanting to set up my own delivery driver in ship station so we can get real time tracking of where the package is but then i want it to automatically update zoho inventory packages/shipments how can i do this
Invalid value passed for salesorder_id
Hi, I am using sales return API, details are given below: API: https://inventory.zoho.com/api/v1/salesreturns?organization_id=700571811 Post Json Data: { "salesreturn_number": "", "date": "2020-11-12", "reason": "Testing from API", "line_items": [ { "item_id":
Create Invoice and Invoice Items from Sales Order via API
Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with
Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank
Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants
Export a Course
Is it possible to export a course from Zoho Learn to a SCORM file?
Add and Remove Agents from Departments and Groups in Zoho One
Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
Zoho learn Custom portal - networkurl & CustomPortalId
I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual
How can I retrieve the networkurl and customportalId using the API? I
Consumer Financing
Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them
Intégration de la gestion des Passkeys dans Zoho Vault
Zoho Vault est depuis plus d’une décennie une solution fiable pour les entreprises : pour la gestion, le partage et le stockage des mots de passe. En 2018, nous avons fait un pas en avant en proposant la connexion unique (SSO). Nous sommes fiers de franchir
Scan & Fill with double quote key/value pairs
Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}
Analytics SQL Queries should allow # as comment
# and // are very common for commenting in SQL. Not sure why analytics only allows /* and */ for commenting. Especially when # grays the line as if it's being commented out. This should be added for sure.
SalesIQ Operator Activity Reports in Zoho Analytics
I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?
Default in fields on Form B based on the user selection in Form A
Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.
No longer can indent
Hey there! Is it just me or were we used to be allowed to used tab or indent when writing. It’s not working right now, has this always been the case?
Free webinar alert! Seamless Transition with Lossless Migration: Zoho One + Zoho Mail
Hello Zoho Mail Community! 🚀 Attention IT Admins and Email Administrators! Are you planning to migrate your organization's email to Zoho Mail within the Zoho One ecosystem? 📧 Join our exclusive webinar, Seamless Transition with Lossless Migration: Zoho
Add Resource to Export
The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,
Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
Mandatory field via deluge code
I would like to ask you if it is possible to make a field mandatory via deluge script. For example, if I have a decision box and I click on it then I want a single line field to be mandatory. If uncheck the decision box then to do the single line as optional. I think it is not possible to do that and I have to do it via validation in 'on validate' field.
Revenue Management: #1 What does it mean to "recognize" revenue?
Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect
Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Zoho Forms and ChatGPT - populating a field using AI.
I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the
campo tag para api
debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas
Uploading file as attachment to Zoho CRM
Hi, I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1). Here is what I tried: Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101). Step 1: Creating a Webmerge document (screenshot 99) Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du
Zia Answer Bot - Create Ticket
Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,
meassure leads phases
Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example
Zoho Desk API Documentation missing a required field
We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}
In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,
In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .
Invoice template, how to change the text under "Notes" and "Terms and Conditions"
In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.
How to reply to thread via API
We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies
Sending merged mail templates for signatures fail since today
We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.
Next Page