문서¶

Odoo Documents allows you to store, view and manage files within Odoo.

You can upload any type of file (max 64MB per file on Odoo Online), and organize them in various workspaces.

구성¶

By going to Documents ‣ Configuration ‣ Settings, you can enable the centralization of files attached to a specific area of your activity. For example, by ticking Human Resources, your HR documents are automatically available in the HR workspace, while documents related to Payroll are automatically available in the Payroll sub-workspace . You can change the default workspace by using the dropdown menu and edit its properties by clicking the internal link button (➔).

저장공간¶

Workspaces are hierarchical folders having their own set of tags and actions. Default workspaces exist, but you can create your own by going to Documents ‣ Configuration ‣ Workspaces and clicking on Create.

태그¶

Tags are used within workspaces to add a level of differentiation between documents. They are organized per category and filters can be used to sort them.

문서 관리¶

When clicking on a specific document, the right panel displays different options. On the top, additional options might be available: Download, Share, Replace, Lock or Split. It is also possible to Open chatter or Archive the document.

Then, you can modify the name of your file by clicking on Document. A Contact or an Owner can be assigned. The related Workspace can be modified and it is possible to access the related Journal Entry or to add Tags.

Finally, different Actions are available at the bottom of the right panel, depending on the workspace where your document is stored.

작업 흐름 활동¶

Workflow actions help you streamline the management of your documents and your overall business operations. These are automated actions that can be created and customized for each workspace. For example, create documents, process bills, sign, organize files, add tags to a file or move it to another workspace with a single click etc. These workflow actions appear on the right panel when it meets the criteria you set.

작업 흐름 활동 생성하기¶

To create workflow actions, go to Documents ‣ Configuration ‣ Actions and then click on Create.

조건 설정하기¶

새로운 활동`을 :guilabel:`만들기`를 하거나 기존 작업을 편집할 수 있습니다. 파일을 선택하면 오른쪽 패널에 작업 버튼 (:guilabel:`▶)을 표시하는 조건을 설정하려면, :guilabel:`작업명`을 지정한 다음 조건을 설정할 수 있습니다.

설정할 수 있는 세 가지 기본 조건의 유형은 다음과 같습니다.

1. Tags: you can both use the Contains and Does not contain conditions, meaning the files must have or mustn’t have the tags set here.

2. 연락처: 여기에 설정된 연락처와 파일이 연결되어 있어야 합니다.

3. 소유자: 여기에 설정된 소유자와 파일이 연결되어 있어야 합니다.

고급 조건 유형: 도메인¶

To access the Domain condition, the developer mode needs to be activated. Once that’s done, select the Domain condition type, and click on Add Filter.

To create a rule, you typically select a field, an operator, and a value. For example, if you want to add a workflow action to all the PDF files inside a workspace, set the field to Mime Type, the operator to contains, and the value to pdf.

Click on Add node (plus-circle icon) and Add branch (ellipsis icon) to add conditions and sub-conditions. You can then specify if your rule should match ALL or ANY conditions. You can also edit the rule directly using the Code editor.

활동 설정¶

활동을 설정하려면 활동 탭을 선택합니다. 다음 내용을 동시에 설정할 수 있습니다:

• 연락처 설정: 파일에 연락처를 추가하거나 기존 연락처를 새로운 연락처로 교체합니다.

• 소유자 설정: 파일에 소유자를 추가하거나 기존 소유자를 새로운 소유자로 교체합니다.

• 작업 공간으로 이동: 파일을 작업 공간으로 이동합니다.

• 만들기: 데이터베이스에서 파일에 첨부된 다음의 항목 중 하나를 생성합니다:

  • Product template: create a product you can edit directly.

  • Task: create a Project task you can edit directly.

  • Signature request: create a new Sign template to send out.

  • Sign directly: create a Sign template to sign directly.

  • Vendor bill: create a vendor bill using OCR and AI to scrape information from the file content.

  • Customer invoice: create a customer invoice using OCR and AI to scrape information from the file.

  • Vendor credit note: create a vendor credit note using OCR and AI to scrape information from the file.

  • Credit note: create a customer credit note using OCR and AI to scrape information from the file.

  • Applicant: create a new HR application you can edit directly.

• 태그 설정: 원하는 수만큼 태그를 추가, 제거, 및 교체할 수 있습니다.

• 활동 - 전체 완료 표시: 파일에 연결된 모든 활동을 완료된 것으로 표시합니다.

• 활동 - 활동 예약: 활동에 설정된 대로 파일에 연결된 새로운 활동을 만듭니다. 문서 소유자의 활동을 설정하도록 선택할 수 있습니다.

AI 및 광학 문자 인식 (OCR: optical character recognition )을 통해 문서 디지털 변환하기¶

Documents available in the Finance workspace can be digitized. Select the document you want to digitize, click on Create Bill, Create Customer Invoice or Create credit note, and then click on Send for Digitization.