Revamp in Odoo 18 Document - Odoo 18 Slides
- 1. Revamp in Odoo 18 Document Enterprise
- 2. Enterprise Introduction In this slide, we’ll discuss the revamp in odoo 18 document module. Odoo 18's Document module, or Document Management, is a powerful tool for managing and organizing various types of documents within our business. It provides a centralized platform for storing, categorizing, sharing, and tracking documents of different formats, such as PDFs, Word documents, images, and more. The latest enhancements in Odoo 18 aim to improve collaboration, version control, and accessibility, making document management more efficient and user-friendly.
- 3. Enterprise The upload button in previous versions is replaced with a dropdown button “New” which include options like upload document, request a document, Add link, Spreadsheet, and also create a folder.
- 4. Enterprise If we choose Upload, then we can upload a document to this module.
- 5. Enterprise From our system we can easily add the document.
- 6. Enterprise Then we can choose request option from the New button to request a document.
- 7. Enterprise This will open a wizard for requesting the file, where we can provide the document name, to whom we are requesting, due date, folder etc.
- 8. Enterprise Then we can go to the folder we provided while requesting the document.
- 9. Enterprise In the folder we can see our requested document.
- 10. Enterprise If we click on the icon, we can see the scheduled activities for this.
- 11. Enterprise Next we can choose the link option to add any URL to this document module.
- 12. Enterprise In the wizard opened, we can provide the URL details, name and the folder to add the URL. After that we can click on the Add button
- 13. Enterprise In the folder, we can see the URL we added.
- 14. Enterprise Next we can directly create a spreadsheet from the document module by choosing the Spreadsheet option from the New button.
- 15. Enterprise We can choose the template for the spreadsheet and then click on the create button in the wizard.
- 16. Enterprise We can modify the spreadsheet as per need and click on documents to go back.
- 17. Enterprise Now the spreadsheet will be saved in to the files folder.
- 18. Enterprise Next by clicking on folder, we can add a folder.
- 19. Enterprise In the wizard opened, we can give the name for the folder and click on Save button.
- 20. Enterprise We can see the newly created folder in the Home page.
- 21. Enterprise The next change in the document module is the Chatter view. We can click on the chatter icon or display or hide chatter from the view.
- 22. Enterprise This will add chatter to the view.
- 23. Enterprise The next one is we can share the document easily by clicking on that document.
- 24. Enterprise In the wizard opened, we can manage the access of users to this document.
- 25. Enterprise We can simply add people to access this document and also give necessary access for them from the option available and then click on Send button.
- 26. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com