WorkDrive - TrueSync

WorkDrive - TrueSync



La fonctionnalité TrueSync de Zoho WorkDrive permet à ses utilisateurs de reproduire leurs documents WorkDrive web sur leur bureau et d'y accéder localement. Cela permet d'économiser votre espace de stockage sur l'ordinateur. TrueSync vous permet également de synchroniser les fichiers de Zoho WorkDrive web avec votre ordinateur, et vice versa.
Avec TrueSync, les données de votre ordinateur sont disponibles soit en ligne uniquement, soit hors ligne. Toute modification apportée à vos fichiers sera automatiquement synchronisée avec l'application web WorkDrive.

En ligne uniquement

Les fichiers et dossiers en ligne uniquement n'occupent pas d'espace sur le disque dur. Vous pouvez voir la liste des fichiers et dossiers disponibles dans le lecteur virtuel, mais ils ne sont pas réellement téléchargés tant que vous ne les ouvrez pas pour les afficher ou les modifier.

Disponible hors ligne

Les fichiers et dossiers dans cet état sont téléchargés et disponibles sur votre disque dur. Vous pouvez travailler directement dessus et les changements effectués sont automatiquement synchronisés avec la version web. 

Télécharger et installer TrueSync

Bon à savoir

  • L'installation ne peut être effectuée qu'avec le droit d'administrateur. 
  • L'application TrueSync est actuellement disponible uniquement pour les systèmes d'exploitation Windows et Mac.
  • Versions d'OS supportées :
    • Pour Windows : Windows 7 et supérieur
    • Pour Mac : OS X 10.14 et supérieur

Icônes d'état de WorkDrive TrueSync



Dans le dossier WorkDrive TrueSync, les icônes d'état montrent l'état de synchronisation de tous vos fichiers et dossiers.
Les différentes icônes d'état sont :

En ligne uniquement : les fichiers sont uniquement disponibles en ligne. Lorsque vous ouvrez un fichier, il est téléchargé sur votre ordinateur pour être visualisé. Une fois que vous aurez fermé le fichier, il ne sera plus disponible sur votre ordinateur.

Disponible hors ligne : les fichiers ont été téléchargés sur votre ordinateur et sont disponibles hors ligne. Les fichiers téléchargés occuperont l'espace requis sur le disque dur.
 
Synchronisation partielle : lorsqu'un dossier contient une combinaison de fichiers en cloud uniquement et hors ligne, l'icône de synchronisation partielle s'affiche comme état.
 
Synchronisation en cours : lorsque vous synchronisez ou mettez hors ligne certains fichiers dans le lecteur virtuel, l'icône de progression s'affiche comme état jusqu'à ce que les fichiers soient téléchargés sur votre ordinateur.
 
​Erreur de synchronisation : lorsqu'il y a une erreur dans la synchronisation ou le téléchargement des fichiers dans votre lecteur virtuel, l'icône d'état d'erreur de synchronisation s'affiche au-dessus des fichiers. Une fois le problème résolu, le fichier sera synchronisé et l'icône d'état appropriée s'affichera.

Icônes d'état manquantes dans WorkDrive TrueSync

Au sein du dossier WorkDrive TrueSync, tous les fichiers et dossiers synchronisés seront affichés. Vous pouvez vérifier ici si les icônes d'état fonctionnent ou non. Dans certains cas, les icônes d'état n'apparaissent pas sur les fichiers et dossiers du dossier TrueSync.
Les icônes d'état n'apparaîtront pas sur les fichiers et les dossiers si elles ont été désactivées dans les préférences de l'application de synchronisation.

Restrictions spécifiques à l'OS

  • Windows : l'explorateur Windows ne peut charger que 11 icônes d'état à partir des applications installées sur votre système. Les icônes d'état de WorkDrive doivent figurer parmi les 11 premières afin d'être chargées par l'explorateur Windows dans le dossier de synchronisation.
  • MAC : si les icônes d'état n'apparaissent pas dans le dossier WorkDrive TrueSync, assurez-vous que les extensions "Finder" pour WorkDrive sont activées.

Déplacer votre cache WorkDrive TrueSync vers un autre drive (Windows)

Votre dossier cache stocke les données des fichiers et dossiers récemment ouverts, vos données hors ligne et les données des éléments qui doivent encore être synchronisés.
Vous pouvez parfois avoir besoin de libérer de l'espace sur votre lecteur principal (C:\) pour installer d'autres programmes. Avec la fonction de déplacement du cache de WorkDrive TrueSync, il est facile de déplacer vos fichiers WorkDrive vers un autre drive de votre machine en toute sécurité afin de libérer suffisamment d'espace pour installer des applications sur votre drive primaire.

Déplacer vos fichiers cache téléchargés vers un autre drive

  • L'application TrueSync >> Paramètres >> Préférences >> Compte.
  • Sélectionnez le drive dans lequel vous voulez déplacer votre dossier de cache à partir du menu déroulant dans la section Cache Drive.

Bon à savoir

  • Assurez-vous que vous avez la permission et l'accès au drive cible où vous voulez déplacer votre cache WorkDrive TrueSync.
  • Vérifiez que vous disposez de suffisamment d'espace de stockage pour transférer votre cache sur un lecteur.

N'hésitez pas à nous faire part de vos questions dans la partie commentaires ci-dessous.
 
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

    • Update Portal User Name using Deluge?

      Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is

    • Zoho Bookings No Sync with Outlook

      Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

    • Unable to retrieve Contact_Name field contents using Web API in javascript function

      Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related

    • Updating Woocommerce Variation Products Prices Via Zoho CRM

      I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.

    • Attention API Users: Upcoming Support for Renaming System Fields

      Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

    • Emails Disappearing From Inbox

      I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

    • BUTTONS SHOWN AS AN ICON ON A REPORT

      Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?

    • Power of Automation :: Automatic removal of project users once the project status is changed.

      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 complex tasks and

    • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

      Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

      in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder

    • 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

    • Forms - Notification When Response Submitted

      How do I set it up to generate an email notification when a response (class request) is submitted?

    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

    • Notes Issues

      Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

    • How to disable user entry on Answer Bot in Zobot

      Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,

    • More admin control over user profiles

      It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures

    • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

      Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize

    • Changing the Default Search Criteria for Finding Duplicates

      Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Clear Tag & Linking Between Quotes and Sales Orders

      Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating

    • Zoho CRM Inventroy Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

      Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

    • [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

      We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically

    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

      Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

    • Im Stuck in an EDIT ONLY WITH WIZARD issue

      So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,

    • Account upgrade

      Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van Staverden

    • How to set ALL default dates of my organization to DD-MM-YYYY format?

      All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.

    • How can I sync from Zoho Projects into an existing Zoho Sprints project?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

    • Zoho Subform Workflows onAdd of Row

      Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?

    • Super Admin removal

      I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin

    • Employees in Leave Policy exceptions

      In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

    • Better Notes Commenting

      Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave

    • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

      Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

    • Exporting Templates

      I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?

    • Next Page