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Implement a new dms directory structure based on unique root directory by model and category. Each file can be created in a model instance particular directory under a root directory.

Project description

Beta License: AGPL-3

This module implements a new dms directory structure under a root directories (unique by model and category). Each file can be created in a particular directory related to model instances and under a root directory, also model related.

Table of contents

Configuration

No specific configuration is required.

Usage

### Create root directories

To create root directories, follow this instructions:

  • Documents > Directories

  • Click create

  • Set “Is Root Directory”

  • Fill Model and category (which is optional but recommended under this module logic)

  • Save

Root directories with same model and category as existing ones cannot be created.

After, these directories can be used as parent directories.

### Create files

With this module we add a wizard to add documents (dms files) to model instances. By default, it is added to res.partner, but it can be added in other model form views as well. Once in this form views with our assitant to add modules:

  • Click on “Add documentation”

  • Upload file, and fill file name and file root directory.

  • Click on “Add”.

The file will be saved in a model related directory (same record name, linked to record) under the selected rood directory

Known issues / Roadmap

There are no issues for the moment.

Bug Tracker

Bugs are tracked on GitLab Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • SomIT SCCL

  • Som Connexio SCCL

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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