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Odoo 13 Document Management

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With Odoo Documents, 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 by officials

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Odoo 13 Document Management

  1. 1. www.cybrosys.com Odoo13 Document Management
  2. 2. INTRODUCTION  With Odoo Documents, 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. 3.  Odoo documents manage 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. 4.  Workspaces are your 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. 5.  This is really 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. 6.  Upon clicking it, 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. 7. To create workspace,go to Documents- Configuration- Workspace,Click CREATE to configure a new workspace.
  8. 8.  Here, one can add the name of the workspace,tags
  9. 9.  One can also 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. 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. 11. pic : Created work space
  12. 12.  Preview and modify documents - In order to preview any documents, simply click on the icon of the document
  13. 13.  It gives you 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. 14.  For Creating Tags > Goto Configuration > Tags > Create
  15. 15.  Provide name, tooltip for this tag > Save
  16. 16. For upload document - click Upload
  17. 17. For Adding URL > add URL
  18. 18. Provide URL and name > ADD
  19. 19. We can access it from document dashboard
  20. 20. For Request document : Click on REQUEST DOCUMENT
  21. 21. Provide name, Owner , workspace , Activity type etc. > Request
  22. 22. We can access it from document dashboard
  23. 23. Sharing the documents-To share the documents and click the share button.
  24. 24.  Upon clicking the 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. 25. For creating documents from various application - Goto Configurations > settings
  26. 26. Enable the check box ,if need > Then Save
  27. 27. For More Details Check our company 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
  28. 28. Thank You

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