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File Uploader - Google Drive custom feature/fr: Difference between revisions

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Created page with "|description=Téléchargez et stockez des fichiers directement sur Google Drive lors des réservations. Organisez vos documents en toute simplicité. Activez dès maintenant !"
 
Created page with "left png <br><br>Activez cette fonctionnalité personnalisée pour permettre à vos clients de télécharger des documents signés ou d'autres informations directement sur votre compte Google Drive. <br><br> <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Remarque importante !'''</span> *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Cette fonctionnalité n'est pas entièrement prise en c..."
 
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;Comment utiliser
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<div lang="en" dir="ltr" class="mw-content-ltr">
1. Activez cette option sur votre page <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fonctionnalités personnalisées</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Ajouter d'autres éléments à la</span> catégorie <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Site Web de réservation</span>.
1. Enable this option on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to the Booking Website</span> category.
[[File:File upload enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/8/8c/File_upload_enable_path_redesigned.png]]
[[File:File upload enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/8/8c/File_upload_enable_path_redesigned.png]]
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2. On the right side of the page you will see it settings. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Authorize</span> to connect to your Google Drive and give the requested permissions.
2. Sur le côté droit de la page, vous verrez ses paramètres. Cliquez sur <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Autoriser</span> pour vous connecter à votre Google Drive et accordez les autorisations demandées.
[[File:File uploader auth path redesigned.png|1200px|center|link=https://help.simplybook.me/images/2/2b/File_uploader_auth_path_redesigned.png]]
[[File:File uploader auth path redesigned.png|1200px|center|link=https://help.simplybook.me/images/2/2b/File_uploader_auth_path_redesigned.png]]
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3. After successful connection you will be able to see its status and use the link to the files folder on your Google Drive from the same Custom Features page.
3. Une fois la connexion établie, vous pourrez voir son statut et utiliser le lien vers le dossier de fichiers sur votre Google Drive à partir de la même page Fonctionnalités personnalisées.
[[File:File upload authorized redesigned.png|1200px|center|link=https://help.simplybook.me/images/1/11/File_upload_authorized_redesigned.png]]
[[File:File upload authorized redesigned.png|1200px|center|link=https://help.simplybook.me/images/1/11/File_upload_authorized_redesigned.png]]
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4. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature|Intake forms]]</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|Client fields]]</span> (or enable one or both features if needed) and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">File Uploader - Google Drive</span> form.
4. Accédez à <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gérer</span> -&gt; <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature|Formulaires d'admission]]</span> ou <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gérer</span> -&gt; <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|Champs client]]</span> (ou activez l'une ou les deux fonctionnalités si nécessaire) et créez le formulaire <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">File Uploader - Google Drive</span>.
Make it obligatory or not depending on your needs.
Rendez-le obligatoire ou non selon vos besoins.
[[File:File type for intake form redesigned.png|1200px|center|link=https://help.simplybook.me/images/d/d3/File_type_for_intake_form_redesigned.png]]
[[File:File type for intake form redesigned.png|1200px|center|link=https://help.simplybook.me/images/d/d3/File_type_for_intake_form_redesigned.png]]
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5. After you have created the desired forms the clients will be able to upload their files during the booking process <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Intake_Forms_custom_feature|Intake forms]])</span>
5. Une fois que vous avez créé les formulaires souhaités, les clients pourront télécharger leurs fichiers pendant le processus de réservation <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Intake_Forms_custom_feature|Formulaires d'inscription]])</span>
[[File:Cloud storage client side booking form.png|1200px|center]]
[[File:Cloud storage client side booking form.png|1200px|center]]
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or sign up <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Client_Fields_Custom_Feature|Client fields]])</span>
ou s'inscrire <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Client_Fields_Custom_Feature|Champs client]])</span>
[[File:Cloud storage client side sign up.png|1200px|center]]
[[File:Cloud storage client side sign up.png|1200px|center]]
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6. From admin side you will be able to see and download the files either <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">in the booking popup</span> on the Calendar page if it is an <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature|intake form]]</span>
6. Du côté administrateur, vous pourrez voir et télécharger les fichiers soit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">dans la fenêtre contextuelle de réservation</span> sur la page Calendrier s'il s'agit d'un <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature|formulaire d'inscription]]</span>
[[File:View file in intake form in booking redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a9/View_file_in_intake_form_in_booking_redesigned.png]]
[[File:View file in intake form in booking redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a9/View_file_in_intake_form_in_booking_redesigned.png]]
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or from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">edit the client record</span> if you have it as a <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|client field]].</span>
ou depuis <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gérer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">modifier la fiche client</span> si vous l'avez enregistrée dans les <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|champs client]].</span>
[[File:Client filed file in client profile redesigned.png|1200px|center|link=https://help.simplybook.me/images/5/50/Client_filed_file_in_client_profile_redesigned.png]]
[[File:Client filed file in client profile redesigned.png|1200px|center|link=https://help.simplybook.me/images/5/50/Client_filed_file_in_client_profile_redesigned.png]]
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And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.
Et, bien sûr, vous pourrez télécharger manuellement les fichiers lors de la nouvelle réservation ou de la création/modification de la fiche client depuis le côté administrateur si nécessaire.
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7. If you are also using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/SOAP_with_Encryption_custom_feature| SOAP with Encryption]]</span> custom feature you can also enable attaching the file in the SOAP feature settings on your Custom Features page.
7. Si vous utilisez également la fonctionnalité personnalisée <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/SOAP_with_Encryption_custom_feature| SOAP avec cryptage]]</span>, vous pouvez également activer la possibilité de joindre le fichier dans les paramètres de la fonctionnalité SOAP sur votre page Fonctionnalités personnalisées.
[[File:Attach files to soap enable redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/0/06/Attach_files_to_soap_enable_redesigned.png]]
[[File:Attach files to soap enable redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/0/06/Attach_files_to_soap_enable_redesigned.png]]
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As the result you will have the corresponding form in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SOAP info</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Attach a file.</span>  
Vous disposerez alors du formulaire correspondant dans <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gérer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Infos SOAP</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Joindre un fichier.</span>  
[[File:File in soap in edit clirent form redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/1/1d/File_in_soap_in_edit_clirent_form_redesigned.png]]
[[File:File in soap in edit clirent form redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/1/1d/File_in_soap_in_edit_clirent_form_redesigned.png]]
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