Document Management with Odoo 17 Documents Module
The main problem we have is poor document control, which will also translate to unnecessarily spending more money. The quality of the basic documents in odoo17 will also entail considerable time to make arrangements of the equivalent quality. By the end of this Documents module, we cover all aspects of document issues in their resolution.
An Outline Of Documents In The Odoo17 Module Entails
Document module assists to storings documents like all kind of files etc. It is done so that install Documents from Odoo apps in you database. It has a dashboard as the one that is displayed below.
The left part of the window contains all the information connected with the selected workplace. I think it is possible to sort your documents in odoo17 with the help of the system depending on their work space and several tags such as Internal, Finance, HR, Marketing, Products, and others.
We are able to pick All for viewing every Odoo17 documents without sorting them. The tags are also used within each workspace to allow you to immediately identify your Odoo17 documents as demonstrated here.
Then, as has been illustrated below, the system will elaborate the document in detail to this effect,
After this, if you select the document, the details of the record that you have selected will be provided at the right side of the window. In each document record you have an opportunity to observe various other menus which are used for completing various functions.
This can be selected from the menu Select document. The information will now be found in the right part.
Activity Scheduling
In the following picture, the part, where an activity can be scheduled, is marked. You can immediately plan an activity by clicking on this picture. The button SCHEDULE AN ACTIVITY is used to gain access to the pop-up window of this section.
Also the Favorite buttons are displayed, this allows you to mark your important documents to save your data quickly and easily. Furthermore, the system offers you an icon to start a prompt messaged-based conversation with the responsible individual.
This icon is circled in the picture below; if you click on it, a small chat window which is illustrated in the same screenshot, will be shown up.
The module also allows viewing the dashboard window in the list as well as in Kanban view in addition to the previous one. There is a menu icon located on the right in the top corner of the window where users can add it to the list view mode.
In the Dashboard panel, there are number of preset and customized Filters, Favorites, Search for the purpose of classifying and storing your data. By default, you find My Documents in Odoo , My Favorites, PDF/Document, Spreadsheet, Image/Video, URL, Locked, Requested, and Archived Filters under the Filters tab.
Documents Uploading in Odoo17
By urging the corresponding button on the window’s left side, it is possible to categorize your records and data. You can use UPLOAD button placed in the top left corner of the window to import the new files to the system. Once the document is uploaded, or even after opening the file, there is a choice to share. There is then the Share button that must be clicked. We are able to load a file in order to understand it.
Once upload an image, it shows up as shown below.
When you select the document you may see few options. Here you can see ‘Download, Share, Replace and Lock the file. Besides you could remove it. Hence, to add tags to the document, you could pick a tag from the Actions displayed at the right bottom.
Here you have the possibility to add the link for the particular document and it will be shown if we choose the document look at the picture below.
In addition you can create nothing new by the option New Spreadsheet. It looks like a window displayed below
Ordering Documents File In Odoo17
You can even order a file in this documents module. There is Request button near the button Upload as it is mentioned in subtask one. However on clicking this option a pop up is witnessed and in this point one is able to add details to documents and the person to request as follows: With that though, you can also provide the date for the submissions of the documents from the requested person/user.
After that, when you order it, it will be directly accessible on the dashboard as we see in the following picture.
In the settings of the document module, you can see an option Files Centralization as shown below. Here you have an option ‘Deletion delay (days)’ , in this area you can set up the duration to delete the trash automatically from the database.
Managing documents simply in today‘s business life is essential—and that’s where Odoo 17’s Documents module comes in. The Odoo17 documentation module also has features such as place tags, share tags, filter tags, and tracker tags that enable you to keep all your important files important in one place, which can save time and money.
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