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| Original file line number | Diff line number | Diff line change |
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| <?xml version="1.0" encoding="utf-8" ?> | ||
| <?xml version="1.0" encoding="utf-8"?> | ||
| <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> | ||
| <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> | ||
| <head> | ||
| <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> | ||
| <meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> | ||
| <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" /> | ||
| <title>Document Management System</title> | ||
| <style type="text/css"> | ||
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| /* | ||
| :Author: David Goodger ([email protected]) | ||
| :Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $ | ||
| :Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $ | ||
| :Copyright: This stylesheet has been placed in the public domain. | ||
|
|
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| Default cascading style sheet for the HTML output of Docutils. | ||
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| See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to | ||
| See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to | ||
| customize this style sheet. | ||
| */ | ||
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@@ -366,8 +366,10 @@ <h1 class="title">Document Management System</h1> | |
| <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! This file is generated by oca-gen-addon-readme !! | ||
| !! changes will be overwritten. !! | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! source digest: sha256:b1e60e0ea0e646cb5b470ed09f40c4175157a6b0e310b6e9ea7352fb5014f9bd | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> | ||
| <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/dms/tree/15.0/dms"><img alt="OCA/dms" src="https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/dms-15-0/dms-15-0-dms"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/292/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> | ||
| <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/dms/tree/15.0/dms"><img alt="OCA/dms" src="https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/dms-15-0/dms-15-0-dms"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
| <p>DMS is a module for creating, managing and viewing document files directly | ||
| within Odoo. | ||
| This module is only the basis for an entire ecosystem of apps that extend and | ||
|
|
@@ -376,34 +378,34 @@ <h1 class="title">Document Management System</h1> | |
| <p><strong>Table of contents</strong></p> | ||
| <div class="contents local topic" id="contents"> | ||
| <ul class="simple"> | ||
| <li><a class="reference internal" href="#installation" id="id1">Installation</a><ul> | ||
| <li><a class="reference internal" href="#preview" id="id2">Preview</a></li> | ||
| <li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a><ul> | ||
| <li><a class="reference internal" href="#preview" id="toc-entry-2">Preview</a></li> | ||
| </ul> | ||
| </li> | ||
| <li><a class="reference internal" href="#configuration" id="id3">Configuration</a><ul> | ||
| <li><a class="reference internal" href="#migration" id="id4">Migration</a></li> | ||
| <li><a class="reference internal" href="#file-wizard-selection" id="id5">File Wizard Selection</a></li> | ||
| <li><a class="reference internal" href="#configuration" id="toc-entry-3">Configuration</a><ul> | ||
| <li><a class="reference internal" href="#migration" id="toc-entry-4">Migration</a></li> | ||
| <li><a class="reference internal" href="#file-wizard-selection" id="toc-entry-5">File Wizard Selection</a></li> | ||
| </ul> | ||
| </li> | ||
| <li><a class="reference internal" href="#usage" id="id6">Usage</a><ul> | ||
| <li><a class="reference internal" href="#portal-functionality" id="id7">Portal functionality</a></li> | ||
| <li><a class="reference internal" href="#usage" id="toc-entry-6">Usage</a><ul> | ||
| <li><a class="reference internal" href="#portal-functionality" id="toc-entry-7">Portal functionality</a></li> | ||
| </ul> | ||
| </li> | ||
| <li><a class="reference internal" href="#known-issues-roadmap" id="id8">Known issues / Roadmap</a></li> | ||
| <li><a class="reference internal" href="#bug-tracker" id="id9">Bug Tracker</a></li> | ||
| <li><a class="reference internal" href="#credits" id="id10">Credits</a><ul> | ||
| <li><a class="reference internal" href="#authors" id="id11">Authors</a></li> | ||
| <li><a class="reference internal" href="#contributors" id="id12">Contributors</a></li> | ||
| <li><a class="reference internal" href="#other-credits" id="id13">Other credits</a></li> | ||
| <li><a class="reference internal" href="#maintainers" id="id14">Maintainers</a></li> | ||
| <li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-8">Known issues / Roadmap</a></li> | ||
| <li><a class="reference internal" href="#bug-tracker" id="toc-entry-9">Bug Tracker</a></li> | ||
| <li><a class="reference internal" href="#credits" id="toc-entry-10">Credits</a><ul> | ||
| <li><a class="reference internal" href="#authors" id="toc-entry-11">Authors</a></li> | ||
| <li><a class="reference internal" href="#contributors" id="toc-entry-12">Contributors</a></li> | ||
| <li><a class="reference internal" href="#other-credits" id="toc-entry-13">Other credits</a></li> | ||
| <li><a class="reference internal" href="#maintainers" id="toc-entry-14">Maintainers</a></li> | ||
| </ul> | ||
| </li> | ||
| </ul> | ||
| </div> | ||
| <div class="section" id="installation"> | ||
| <h1><a class="toc-backref" href="#id1">Installation</a></h1> | ||
| <h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1> | ||
| <div class="section" id="preview"> | ||
| <h2><a class="toc-backref" href="#id2">Preview</a></h2> | ||
| <h2><a class="toc-backref" href="#toc-entry-2">Preview</a></h2> | ||
| <p><tt class="docutils literal">mail_preview_base</tt> is required for DMS but it is recommended to install all | ||
| the other <cite>mail_preview</cite> modules from <cite>social</cite> OCA repository | ||
| in order to improve the preview of files.</p> | ||
|
|
@@ -412,7 +414,7 @@ <h2><a class="toc-backref" href="#id2">Preview</a></h2> | |
| </div> | ||
| </div> | ||
| <div class="section" id="configuration"> | ||
| <h1><a class="toc-backref" href="#id3">Configuration</a></h1> | ||
| <h1><a class="toc-backref" href="#toc-entry-3">Configuration</a></h1> | ||
| <p>To configure this module, you need to:</p> | ||
| <ol class="arabic simple"> | ||
| <li>Go to <em>Documents -> Configuration -> Storages</em>.</li> | ||
|
|
@@ -457,7 +459,7 @@ <h1><a class="toc-backref" href="#id3">Configuration</a></h1> | |
| </li> | ||
| </ol> | ||
| <div class="section" id="migration"> | ||
| <h2><a class="toc-backref" href="#id4">Migration</a></h2> | ||
| <h2><a class="toc-backref" href="#toc-entry-4">Migration</a></h2> | ||
| <p>If you need to modify the storage Save Type you might want to migrate the file data. | ||
| In order to achieve it you need to:</p> | ||
| <ol class="arabic simple"> | ||
|
|
@@ -470,23 +472,23 @@ <h2><a class="toc-backref" href="#id4">Migration</a></h2> | |
| and migrate them manually on <em>Documents -> Configuration -> Migration</em></p> | ||
| </div> | ||
| <div class="section" id="file-wizard-selection"> | ||
| <h2><a class="toc-backref" href="#id5">File Wizard Selection</a></h2> | ||
| <h2><a class="toc-backref" href="#toc-entry-5">File Wizard Selection</a></h2> | ||
| <p>There is an action called <cite>action_dms_file_wizard_selector</cite> to open a wizard to list files in kanban view. | ||
| This can be used (example <cite>dms_attachment_link</cite> module) to add a button in kanban view with the action we need.</p> | ||
| </div> | ||
| </div> | ||
| <div class="section" id="usage"> | ||
| <h1><a class="toc-backref" href="#id6">Usage</a></h1> | ||
| <h1><a class="toc-backref" href="#toc-entry-6">Usage</a></h1> | ||
| <p>The best way to manage the documents is to switch to the Documents view. | ||
| Existing documents can be managed there and new documents can be created.</p> | ||
| <div class="section" id="portal-functionality"> | ||
| <h2><a class="toc-backref" href="#id7">Portal functionality</a></h2> | ||
| <h2><a class="toc-backref" href="#toc-entry-7">Portal functionality</a></h2> | ||
| <p>You can add any portal user to DMS access groups, and then allow that group in directories, so they will see in the portal such directories and their files. | ||
| Another possibility is to click on “Share” button inside a directory or a file for obtaining a tokenized link for single access to that resource, no matter if logged or not.</p> | ||
| </div> | ||
| </div> | ||
| <div class="section" id="known-issues-roadmap"> | ||
| <h1><a class="toc-backref" href="#id8">Known issues / Roadmap</a></h1> | ||
| <h1><a class="toc-backref" href="#toc-entry-8">Known issues / Roadmap</a></h1> | ||
| <ul class="simple"> | ||
| <li>Files preview in portal</li> | ||
| <li>Allow to download folder in portal and create zip file with all content</li> | ||
|
|
@@ -498,24 +500,24 @@ <h1><a class="toc-backref" href="#id8">Known issues / Roadmap</a></h1> | |
| </ul> | ||
| </div> | ||
| <div class="section" id="bug-tracker"> | ||
| <h1><a class="toc-backref" href="#id9">Bug Tracker</a></h1> | ||
| <h1><a class="toc-backref" href="#toc-entry-9">Bug Tracker</a></h1> | ||
| <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/dms/issues">GitHub Issues</a>. | ||
| 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 | ||
| If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
| <a class="reference external" href="https://github.com/OCA/dms/issues/new?body=module:%20dms%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
| <p>Do not contact contributors directly about support or help with technical issues.</p> | ||
| </div> | ||
| <div class="section" id="credits"> | ||
| <h1><a class="toc-backref" href="#id10">Credits</a></h1> | ||
| <h1><a class="toc-backref" href="#toc-entry-10">Credits</a></h1> | ||
| <div class="section" id="authors"> | ||
| <h2><a class="toc-backref" href="#id11">Authors</a></h2> | ||
| <h2><a class="toc-backref" href="#toc-entry-11">Authors</a></h2> | ||
| <ul class="simple"> | ||
| <li>MuK IT</li> | ||
| <li>Tecnativa</li> | ||
| </ul> | ||
| </div> | ||
| <div class="section" id="contributors"> | ||
| <h2><a class="toc-backref" href="#id12">Contributors</a></h2> | ||
| <h2><a class="toc-backref" href="#toc-entry-12">Contributors</a></h2> | ||
| <ul class="simple"> | ||
| <li>Mathias Markl <<a class="reference external" href="mailto:mathias.markl@mukit.at">mathias.markl@mukit.at</a>></li> | ||
| <li>Enric Tobella <<a class="reference external" href="mailto:etobella@creublanca.es">etobella@creublanca.es</a>></li> | ||
|
|
@@ -530,15 +532,15 @@ <h2><a class="toc-backref" href="#id12">Contributors</a></h2> | |
| </ul> | ||
| </div> | ||
| <div class="section" id="other-credits"> | ||
| <h2><a class="toc-backref" href="#id13">Other credits</a></h2> | ||
| <h2><a class="toc-backref" href="#toc-entry-13">Other credits</a></h2> | ||
| <p>Some pictures are based on or inspired by:</p> | ||
| <ul class="simple"> | ||
| <li><a class="reference external" href="https://www.flaticon.com/authors/roundicons">Roundicons</a></li> | ||
| <li><a class="reference external" href="https://www.flaticon.com/authors/smashicons">Smashicons</a></li> | ||
| </ul> | ||
| </div> | ||
| <div class="section" id="maintainers"> | ||
| <h2><a class="toc-backref" href="#id14">Maintainers</a></h2> | ||
| <h2><a class="toc-backref" href="#toc-entry-14">Maintainers</a></h2> | ||
| <p>This module is maintained by the OCA.</p> | ||
| <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> | ||
| <p>OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
|
|
||
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