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Odoo 13 Document Management
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- 2. INTRODUCTION With OdooDocuments, the end-users can easily share, transfer, filter or archive the scanned business documents. Using Odoo documents one can easily establish a paperless company in their end. Odoo Documents immensely saves your time spent on producing record bills, scanning varied contracts, and getting them approved from officials
- 3. Odoo documentsmanage mainly four types of documents Word/Pdf URL Videos Pictures Install the Odoo Documents from Odoo Apps The document management system of Odoo works on two concepts: Workspaces and Tags. One you can see them on the left side of the dashboard.
- 4. Workspaces areyour different business departments. Each managers of these departments holds different kinds of documents, for example, finance workspace will contain vendor agreements, contract bills, etc whereas the HR workspace will have documents like employee contracts or leaves documents. And with each workspace documents, you have these tags. You can see the tag categories- say STATUS, in which you have an inbox, To validate, Validated.
- 5. This isreally a great way to organize your workspace by adding little differentiation between your documents. Also, it helps to quickly look at the documents that you want to look at - say inbox.
- 6. Upon clickingit, the documents under the inbox will only be seen on the screen. It helps to quickly look at the documents that you want to look at - say inbox.
- 7. To create workspace,goto Documents- Configuration- Workspace,Click CREATE to configure a new workspace.
- 8. Here, onecan add the name of the workspace,tags
- 9. One canalso add access rights to the workspace Write Groups: Groups able to see the workspace and read/create/edit its document. Read Groups: Groups able to see the workspace and can read their documents without creating/edit rights.
- 10. parent workspace(A workspace will inherit the tags of its parent workspace) company( this workspace will be available only to the selected company)
- 11. pic : Createdwork space
- 12. Preview andmodify documents - In order to preview any documents, simply click on the icon of the document
- 13. It givesyou a new pop up window where you can preview the document. Once you are done, simply exit. This works the very same for videos as well. To preview video, simply click on the icon on left and you are moved to a new screen- a pop-up window to play the video. Exit after watching it and you are redirected to your workspace.
- 14. For CreatingTags > Goto Configuration > Tags > Create
- 15. Provide name,tooltip for this tag > Save
- 16. For upload document- click Upload
- 17. For Adding URL> add URL
- 18. Provide URL andname > ADD
- 19. We can accessit from document dashboard
- 20. For Request document: Click on REQUEST DOCUMENT
- 21. Provide name, Owner, workspace , Activity type etc. > Request
- 22. We can accessit from document dashboard
- 23. Sharing the documents-Toshare the documents and click the share button.
- 24. Upon clickingthe share button, you will be navigated to a new window like below. Here you can copy the text, name the share link, setting the validity of the link say the link shall be valid only up to this date, Click DONE to share the individual document.
- 25. For creating documentsfrom various application - Goto Configurations > settings
- 26. Enable the checkbox ,if need > Then Save
- 27. For More Details Check ourcompany website for related blogs and Odoo book. Odoo 13 Documents Management System Check our YouTube channel for functional and technical videos in Odoo. Odoo 13 Document Management
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