[IMP] Documents: email alias

taskid-3898917

closes odoo/documentation#10249

X-original-commit: b2ba466e61
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
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Donatienne (dopi) 2024-07-01 16:33:59 +02:00
parent b375e283cf
commit bee7c0b0f1

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@ -212,7 +212,7 @@ In the pop-up, you can :guilabel:`Name` the share link, set a validity date by f
:guilabel:`Valid Until` field, and if you own more than one site, select the :guilabel:`Website` you
want so the right domain name is reflected in the URL.
Click :guilabel:`Copy` or :guilabel:`Share` to send the URL to whomever you want.
Click :guilabel:`Copy` to send the URL to whomever you want.
.. tip::
You can also generate a share URL by selecting the document, going to the right panel, and
@ -224,19 +224,15 @@ Share a workspace
You can share a link to a workspace and allow users to :guilabel:`Download` its content or
:guilabel:`Download and Upload` files to it.
To do so, go to the left column of your dashboard. In the :guilabel:`Workspace` section, select the
workspace to share, and possibly one or several tags that will be automatically added to the
uploaded documents. Then, click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the
:guilabel:`Upload` button and :guilabel:`Share`.
To do so, go to the left column of your dashboard and select the workspace you want to share. You
can also choose one or more tags that will be automatically added to the uploaded documents. Then,
click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`Upload` button and
:guilabel:`Share`.
In the pop-up, a share :guilabel:`URL` you can :guilabel:`Copy` is displayed. You can
:guilabel:`Name` your share link, set a validity date by filling in the :guilabel:`Valid Until`
field, tick the :guilabel:`Include Sub Folders` box if you want to share the workspace's
sub-folders, and if you own more than one site, select the :guilabel:`Website` you
want so the share link reflects the right domain name.
Then, allow users to either :guilabel:`Download` files from your workspace, or to :ref:`Download and
Upload <documents/upload>` files to it.
:guilabel:`Name` your share link and set a validity date by filling in the :guilabel:`Valid Until`
field. If you own more than one site, select the :guilabel:`Website` you want so the share link
reflects the right domain name.
.. Note::
- The links added to your workspace using the :ref:`Add a Link <documents/add-a-link>` option
@ -246,18 +242,21 @@ Upload <documents/upload>` files to it.
.. _documents/upload:
Upload by email
^^^^^^^^^^^^^^^
Files upload
^^^^^^^^^^^^
Select the :guilabel:`Download and Upload` option to enable users to upload their files to your
workspace using an :guilabel:`Email Alias`. To create the email alias, enter its name in the
:guilabel:`Email Alias` field. The :doc:`domain name <../general/email_communication/email_servers>`
should be set by default, but you can modify it by clicking it.
Toggle the :guilabel:`Allow upload` switch to allow users to upload files to your workspace.
The documents sent to this email alias are uploaded to the workspace using the chosen
:ref:`tags <documents/tags>`.
Tick the :guilabel:`Upload by Email` checkbox to enable users to upload documents sent by email in
the workspace.
Enter an alias in the :guilabel:`Email Alias` field. All documents sent to this email address are
uploaded to the workspace using the chosen tags.
.. note::
- Your **email server** must be configured to be able to create an **email alias**. If it isn't
configured yet, click :guilabel:`Choose or Configure Email Servers` and configure the
:doc:`mail server <../../applications/general/email_communication/email_servers>`.
- By default, the :guilabel:`Document Owner` is the person who uploads a file to a workspace, but
you can select another user. You can also set a :guilabel:`Contact`, usually an external
person, such as a partner.