{"id":433317,"date":"2023-11-28T18:16:16","date_gmt":"2023-11-28T17:16:16","guid":{"rendered":"https:\/\/www.kafinea.com\/?post_type=docs&#038;p=433317"},"modified":"2026-04-23T01:49:05","modified_gmt":"2026-04-22T23:49:05","password":"","slug":"la-gestion-electronique-des-documents","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/","title":{"rendered":"La gestion \u00e9lectronique des documents"},"content":{"rendered":"<blockquote class=\"bq-exemple\">\n<p>\ud83d\udccd <strong>O\u00f9 trouver ce module ?<\/strong><br \/><em>Menu principal &gt; Outils<\/em><\/p>\n<\/blockquote>\n<hr \/>\n<h2>Introduction<\/h2>\n<p>La <strong>GED<\/strong> (Gestion \u00c9lectronique des Documents) de Kafinea permet de stocker, organiser et partager des fichiers directement dans l&rsquo;application. Les documents peuvent \u00eatre rattach\u00e9s \u00e0 n&rsquo;importe quel enregistrement (client, facture, commande, ticket\u2026) pour centraliser l&rsquo;information. Le module Documents est accessible via <em><strong>Outils &gt; Documents<\/strong><\/em>.<\/p>\n<hr \/>\n<h2>1. Ajouter un document<\/h2>\n<p>Vous pouvez ajouter des documents de plusieurs mani\u00e8res :<\/p>\n<ul>\n<li><strong>Depuis le module Documents<\/strong> : cliquez sur <em><strong>Ajouter un document<\/strong><\/em> pour t\u00e9l\u00e9verser un fichier ou cr\u00e9er un lien vers un document externe<\/li>\n<li><strong>Depuis n&rsquo;importe quel enregistrement<\/strong> : l&rsquo;onglet <em><strong>Documents<\/strong><\/em> permet de joindre des fichiers directement \u00e0 une fiche (client, facture, ticket\u2026)<\/li>\n<\/ul>\n<p><strong>Informations \u00e0 renseigner :<\/strong><\/p>\n<ul>\n<li><strong>Titre<\/strong> : le nom du document<\/li>\n<li><strong>Fichier<\/strong> : le fichier \u00e0 t\u00e9l\u00e9verser (ou une URL pour un document externe)<\/li>\n<li><strong>Dossier<\/strong> : le dossier de classement<\/li>\n<li><strong>Description<\/strong> : une note explicative<\/li>\n<\/ul>\n<hr \/>\n<h2>2. Organisation en dossiers<\/h2>\n<p>Les documents peuvent \u00eatre organis\u00e9s en dossiers pour faciliter la navigation. Cr\u00e9ez des dossiers th\u00e9matiques (Contrats, Factures, Proc\u00e9dures\u2026) pour structurer votre base documentaire.<\/p>\n<hr \/>\n<h2>3. Documents li\u00e9s aux enregistrements<\/h2>\n<p>Chaque module de Kafinea dispose d&rsquo;un onglet <em><strong>Documents<\/strong><\/em> qui affiche les fichiers rattach\u00e9s. Cela permet de :<\/p>\n<ul>\n<li>Retrouver rapidement les pi\u00e8ces jointes d&rsquo;un dossier client<\/li>\n<li>Conserver les justificatifs avec les enregistrements concern\u00e9s<\/li>\n<li>Partager des documents entre utilisateurs via les enregistrements partag\u00e9s<\/li>\n<\/ul>\n<blockquote>\n<p><strong>Bon \u00e0 savoir<\/strong> : Un m\u00eame document peut \u00eatre li\u00e9 \u00e0 plusieurs enregistrements. Par exemple, un contrat-cadre peut \u00eatre rattach\u00e9 \u00e0 la fois au compte client et \u00e0 plusieurs commandes.<\/p>\n<\/blockquote>\n<hr \/>\n<h2>4. Questions fr\u00e9quentes<\/h2>\n<p><strong>Quels formats de fichiers sont accept\u00e9s ?<\/strong><br \/>\nKafinea accepte tous les formats de fichiers courants : PDF, Word, Excel, images, archives, etc. La taille maximale d\u00e9pend de la configuration de votre instance.<\/p>\n<p><strong>Les documents sont-ils versionn\u00e9s ?<\/strong><br \/>\nKafinea conserve la version courante du document. Pour g\u00e9rer plusieurs versions, t\u00e9l\u00e9versez la nouvelle version en remplacement ou conservez les versions avec des noms distincts.<\/p>\n<p><strong>Comment partager un document avec un client ?<\/strong><br \/>\nSi le portail client est activ\u00e9, les documents li\u00e9s aux enregistrements accessibles au client seront visibles depuis son espace.<\/p>\n<hr \/>\n<h2>R\u00e9f\u00e9rences associ\u00e9es \ud83d\udd17<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/documentation\/gestion-documentaire\/la-signature-electronique\/\">La signature \u00e9lectronique<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/documentation\/gestion-documentaire\/la-communication-avec-mes-clients\/\">L&rsquo;envoi de documents par email<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/documentation\/modeles\/les-modeles-de-documents\/\">Les mod\u00e8les de documents<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udccd O\u00f9 trouver ce module ?Menu principal &gt; Outils Introduction La GED (Gestion \u00c9lectronique des Documents) de Kafinea permet de stocker, organiser et partager des fichiers directement dans l&rsquo;application. Les documents peuvent \u00eatre rattach\u00e9s \u00e0 n&rsquo;importe quel enregistrement (client, facture, commande, ticket\u2026) pour centraliser l&rsquo;information. Le module Documents est accessible via Outils &gt; Documents. 1&#8230;.<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[652],"doc_tag":[],"class_list":["post-433317","docs","type-docs","status-publish","hentry","doc_category-gestion-documentaire"],"year_month":"2026-06","word_count":353,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kenny Legros","author_nicename":"kenny-legros","author_url":"https:\/\/www.kafinea.com\/fr\/author\/kenny-legros\/"},"doc_category_info":[{"term_name":"Gestion documentaire","term_url":"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Documentation - La gestion \u00e9lectronique des documents &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Documentation - La gestion \u00e9lectronique des documents &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"\ud83d\udccd O\u00f9 trouver ce module ?Menu principal &gt; Outils Introduction La GED (Gestion \u00c9lectronique des Documents) de Kafinea permet de stocker, organiser et partager des fichiers directement dans l&rsquo;application. Les documents peuvent \u00eatre rattach\u00e9s \u00e0 n&rsquo;importe quel enregistrement (client, facture, commande, ticket\u2026) pour centraliser l&rsquo;information. Le module Documents est accessible via Outils &gt; Documents. 1....\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/\" \/>\n<meta property=\"og:site_name\" content=\"Kafinea\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-22T23:49:05+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/gestion-documentaire\\\/la-gestion-electronique-des-documents\\\/\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/gestion-documentaire\\\/la-gestion-electronique-des-documents\\\/\",\"name\":\"Documentation - La gestion \u00e9lectronique des documents &#8226; Kafinea\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#website\"},\"datePublished\":\"2023-11-28T17:16:16+00:00\",\"dateModified\":\"2026-04-22T23:49:05+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/gestion-documentaire\\\/la-gestion-electronique-des-documents\\\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/gestion-documentaire\\\/la-gestion-electronique-des-documents\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/gestion-documentaire\\\/la-gestion-electronique-des-documents\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Documentation\",\"item\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"La gestion \u00e9lectronique des documents\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#website\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/\",\"name\":\"Kafinea\",\"description\":\"Une solution unique pour toutes vos ambitions\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#organization\",\"name\":\"Kafinea\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/Logo-Kafinea-SVG-orange-bleu.svg\",\"contentUrl\":\"https:\\\/\\\/www.kafinea.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/Logo-Kafinea-SVG-orange-bleu.svg\",\"width\":296.31,\"height\":66.48,\"caption\":\"Kafinea\"},\"image\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/company\\\/kafinea\\\/\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Documentation - La gestion \u00e9lectronique des documents &#8226; Kafinea","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/","og_locale":"fr_FR","og_type":"article","og_title":"Documentation - La gestion \u00e9lectronique des documents &#8226; Kafinea","og_description":"\ud83d\udccd O\u00f9 trouver ce module ?Menu principal &gt; Outils Introduction La GED (Gestion \u00c9lectronique des Documents) de Kafinea permet de stocker, organiser et partager des fichiers directement dans l&rsquo;application. Les documents peuvent \u00eatre rattach\u00e9s \u00e0 n&rsquo;importe quel enregistrement (client, facture, commande, ticket\u2026) pour centraliser l&rsquo;information. Le module Documents est accessible via Outils &gt; Documents. 1....","og_url":"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/","og_site_name":"Kafinea","article_modified_time":"2026-04-22T23:49:05+00:00","twitter_card":"summary_large_image","twitter_misc":{"Dur\u00e9e de lecture estim\u00e9e":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/","url":"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/","name":"Documentation - La gestion \u00e9lectronique des documents &#8226; Kafinea","isPartOf":{"@id":"https:\/\/www.kafinea.com\/fr\/#website"},"datePublished":"2023-11-28T17:16:16+00:00","dateModified":"2026-04-22T23:49:05+00:00","breadcrumb":{"@id":"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Accueil","item":"https:\/\/www.kafinea.com\/fr\/"},{"@type":"ListItem","position":2,"name":"Documentation","item":"https:\/\/www.kafinea.com\/fr\/documentation\/"},{"@type":"ListItem","position":3,"name":"La gestion \u00e9lectronique des documents"}]},{"@type":"WebSite","@id":"https:\/\/www.kafinea.com\/fr\/#website","url":"https:\/\/www.kafinea.com\/fr\/","name":"Kafinea","description":"Une solution unique pour toutes vos ambitions","publisher":{"@id":"https:\/\/www.kafinea.com\/fr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.kafinea.com\/fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/www.kafinea.com\/fr\/#organization","name":"Kafinea","url":"https:\/\/www.kafinea.com\/fr\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.kafinea.com\/fr\/#\/schema\/logo\/image\/","url":"https:\/\/www.kafinea.com\/wp-content\/uploads\/2024\/10\/Logo-Kafinea-SVG-orange-bleu.svg","contentUrl":"https:\/\/www.kafinea.com\/wp-content\/uploads\/2024\/10\/Logo-Kafinea-SVG-orange-bleu.svg","width":296.31,"height":66.48,"caption":"Kafinea"},"image":{"@id":"https:\/\/www.kafinea.com\/fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/kafinea\/"]}]}},"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Kenny Legros","author_link":"https:\/\/www.kafinea.com\/fr\/author\/kenny-legros\/"},"uagb_comment_info":0,"uagb_excerpt":"\ud83d\udccd O\u00f9 trouver ce module ?Menu principal &gt; Outils Introduction La GED (Gestion \u00c9lectronique des Documents) de Kafinea permet de stocker, organiser et partager des fichiers directement dans l&rsquo;application. Les documents peuvent \u00eatre rattach\u00e9s \u00e0 n&rsquo;importe quel enregistrement (client, facture, commande, ticket\u2026) pour centraliser l&rsquo;information. Le module Documents est accessible via Outils &gt; Documents. 1....","_links":{"self":[{"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/docs\/433317","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/comments?post=433317"}],"version-history":[{"count":12,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/docs\/433317\/revisions"}],"predecessor-version":[{"id":442838,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/docs\/433317\/revisions\/442838"}],"wp:attachment":[{"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/media?parent=433317"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/doc_category?post=433317"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=433317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}