Productivity¶

• Documents
  • Configuration
  • Workspaces
    • Tags
    • Access rights
    • Description
  • Documents management
    • Split PDF documents
    • Additional features
      • Upload
      • Request
      • Link
      • Spreadsheet
    • Share
      • Share a document
      • Share a workspace
        • Files upload
  • Workflow actions
    • Create workflow actions
    • Set the conditions
      • Advanced condition type: domain
    • Configure the actions
  • Digitize documents with AI and optical character recognition (OCR)
• Sign
  • Validity of electronic signatures
    • European Union
    • United States of America
    • Other countries
  • Send a document to sign
    • One-time signature
      • Validity dates and reminders
    • Templates
  • Roles
    • Secured identification
      • SMS verification
      • Itsme®
  • Signatory hash
  • Tags
  • Sign order
  • Field types
• Spreadsheet
  • Link Odoo data
    • Updating data
      • Pivot data
  • Functions
    • Array
    • Database
    • Date
    • Engineering
    • Filter
    • Financial
    • Info
    • Logical
    • Lookup
    • Math
    • Misc
    • Odoo
    • Operators
    • Statistical
    • Text
    • Web
  • Templates
    • Default templates
      • Accounting: budget reports
      • CRM: pipeline revenue reports
      • Sales: sales commission
    • Save a spreadsheet as a template
    • Manage and edit templates
  • Global filters
    • Add filters
      • Date
      • Relation
      • Text
    • Manage filters
  • Glossary
• Knowledge
  • Articles editing
    • Add and style content
      • Text editor
      • Cover pictures
      • Icons
    • Commands
      • List of commands
    • Content from other apps
  • Articles management
    • Creation, sharing, and removal of articles
      • Creation
      • Sharing
        • Invite users
        • Share online
      • Removal
    • Structure of articles
      • Categories
  • Properties
    • Add property fields
    • Delete property fields
    • Hide the property panel
• Calendar
  • Outlook Calendar synchronization
    • Microsoft Azure setup
      • Register application
      • Create client secret
    • Configuration in Odoo
    • Sync with Outlook
      • Sync Odoo Calendar and Outlook
    • Troubleshoot sync
      • Reset options
  • Synchronize Google calendar with Odoo
    • Setup in Google
      • Select (or create) a project
      • Enable Google calendar API
      • OAuth consent screen
      • Create credentials
    • Setup in Odoo
    • Sync calendar in Odoo
    • Troubleshoot sync
      • Reset options
    • Google OAuth FAQ
      • Production vs. testing publishing status
      • No test users added
      • Application Type
• Discuss
  • Choose notifications preference
  • Start chatting
    • Mentions in the chat and on the chatter
    • User status
      • Use channels for team communication
        • Public and private channels
          • Configuration options
            • Privacy and Members tabs
        • Quick search bar
          • Finding channels
        • Linking channel in chatter
      • Configure ICE servers with Twilio
        • Create a Twilio account
        • Locate the Twilio Account SID and Auth Token
        • Connect Twilio to Odoo
        • Define a list of custom ICE servers
      • Chatter
        • Chatter thread
        • Add followers
          • Manage followers
          • Edit follower subscription
        • Log notes
        • Send messages
          • Expand full composer
          • Edit sent messages
        • Search messages
        • Schedule activities
        • Attach files
        • Integrations
          • WhatsApp
          • Google Translate
            • Translate a chatter message
      • Canned responses
        • Creating canned responses
        • Share responses
        • Use a canned response
• Data Cleaning
  • Install modules
  • Deduplication
    • Merge duplicate records
    • Deduplication rules
      • Modify a deduplication rule
      • Manually run a deduplication rule
  • Recycle records
    • Recycle record rules
      • Manually run a recycle rule
  • Field cleaning
  • Merge action manager
• WhatsApp
  • WhatsApp configuration in a Meta
    • Meta business account setup
    • App creation
    • App type
    • App details
    • Add a WhatsApp product to the app
    • Start using the WhatsApp API
      • API Setup
      • Send a test message via terminal
  • WhatsApp configuration in Odoo
    • Configuring webhooks
      • Webhook fields
      • Add phone number
      • Permanent token
  • Go live with the Meta app
  • WhatsApp templates
    • Creating templates in Odoo
      • Buttons
      • Using placeholders and variables
      • Meta template approval
      • Syncing templates
    • Creating templates in Meta
  • Notifications
  • Adding users to chat
  • WhatsApp API FAQ
    • Verification
    • Template errors
      • Duplicate validation error
    • Token errors
      • User error
      • System user error 100
• VoIP (Voice over Internet Protocol)
  • Use VoIP services in Odoo with OnSIP
    • Introduction
    • Configuration
      • Odoo VoIP setting
      • Odoo user setting
      • Incoming calls
      • Troubleshooting
        • Missing parameters
        • Incorrect number
    • OnSIP on mobile phone
  • Axivox configuration
    • VoIP services in Odoo with Axivox
      • Introduction
      • Configuration
        • Configure VoIP user in Odoo
    • Manage users in Axivox
      • Overview
        • Incoming numbers
      • New users
        • General tab
        • Forwardings tab
        • Follow Me tab
        • Keys tab
        • SIP Identifiers tab
        • Permissions tab
      • User groups
    • Voicemails and audio messages
      • Set global language
      • Activate voicemail
      • Voicemail
        • Manually create voicemail
        • Notifications
      • Forwarding to voicemail
      • Audio messages
        • Record audio message
        • Write audio message
      • Music on-hold
    • Dynamic caller ID
      • Default outgoing number
        • Users
        • Advanced options
    • Conference calls
      • Add a virtual conference
      • Incoming numbers
      • Start call in Odoo
    • Dial plan basics
      • Dial plans
        • Dialplan editor (visual editor)
        • Dial plan elements
          • Basic elements
          • Basic routing elements
          • Advanced routing elements
          • Advanced elements
      • Attach to incoming number
        • Basic dial plan scenario
    • Advanced dial plans
      • Advanced elements
      • Basic routing elements
        • Digital receptionist scenario
      • Advanced routing elements
        • Dispatcher scenario
        • Time condition scenario
        • Access list scenario
      • Switches
        • Basic switch
          • Add a switch to dial plan
        • Multi-switch
          • Add a multi-switch to dial plan
    • Call queues
      • Add a queue
        • Name
        • Internal extension
        • Strategy
        • Maximum waiting time in seconds
        • Maximum duration of ringing at an agent
        • Adding agents
          • Static agents
          • Dynamic agents
      • Agent connection
        • Connect via Axivox queue
          • Report
        • Connect to queue on Odoo
  • VoIP widget
    • Phone calls
    • Troubleshooting
    • Tabs
      • Recent
      • Next activities
      • Contacts
  • Devices and integrations
    • Odoo VoIP (laptop/desktop computer)
    • Odoo VoIP (tablet/mobile device)
    • Zoiper Lite
    • Linphone
  • Make, receive, transfer, and forward calls
    • Make calls
    • Receive calls
    • Add to call queue
    • Transfer calls
    • Forward calls
• To-do
  • Creating to-dos
    • Converting to-dos into project tasks
  • Managing the to-do pipeline
    • Scheduling activities
    • Viewing to-dos in the Project app