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Revamp in Odoo 18 Document - Odoo 18 Slides
- 1. Revamp in Odoo18 Document Enterprise
- 2. Enterprise Introduction In this slide,we’ll discuss the revamp in odoo 18 document module. Odoo 18's Document module, or Document Management, is a powerful tool for managing and organizing various types of documents within our business. It provides a centralized platform for storing, categorizing, sharing, and tracking documents of different formats, such as PDFs, Word documents, images, and more. The latest enhancements in Odoo 18 aim to improve collaboration, version control, and accessibility, making document management more efficient and user-friendly.
- 3. Enterprise The upload buttonin previous versions is replaced with a dropdown button “New” which include options like upload document, request a document, Add link, Spreadsheet, and also create a folder.
- 4. Enterprise If we chooseUpload, then we can upload a document to this module.
- 5. Enterprise From our systemwe can easily add the document.
- 6. Enterprise Then we canchoose request option from the New button to request a document.
- 7. Enterprise This will opena wizard for requesting the file, where we can provide the document name, to whom we are requesting, due date, folder etc.
- 8. Enterprise Then we cango to the folder we provided while requesting the document.
- 9. Enterprise In the folderwe can see our requested document.
- 10. Enterprise If we clickon the icon, we can see the scheduled activities for this.
- 11. Enterprise Next we canchoose the link option to add any URL to this document module.
- 12. Enterprise In the wizardopened, we can provide the URL details, name and the folder to add the URL. After that we can click on the Add button
- 13. Enterprise In the folder,we can see the URL we added.
- 14. Enterprise Next we candirectly create a spreadsheet from the document module by choosing the Spreadsheet option from the New button.
- 15. Enterprise We can choosethe template for the spreadsheet and then click on the create button in the wizard.
- 16. Enterprise We can modifythe spreadsheet as per need and click on documents to go back.
- 17. Enterprise Now the spreadsheetwill be saved in to the files folder.
- 18. Enterprise Next by clickingon folder, we can add a folder.
- 19. Enterprise In the wizardopened, we can give the name for the folder and click on Save button.
- 20. Enterprise We can seethe newly created folder in the Home page.
- 21. Enterprise The next changein the document module is the Chatter view. We can click on the chatter icon or display or hide chatter from the view.
- 22. Enterprise This will addchatter to the view.
- 23. Enterprise The next oneis we can share the document easily by clicking on that document.
- 24. Enterprise In the wizardopened, we can manage the access of users to this document.
- 25. Enterprise We can simplyadd people to access this document and also give necessary access for them from the option available and then click on Send button.
- 26. For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com