[IMP] Documents: updating documentation
taskid-3778148 closes odoo/documentation#8072 Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
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@ -33,7 +33,7 @@ internal link button (:guilabel:`➔`).
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.. image:: documents/accounting-files-centralization.png
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:alt: Enable the centralization of files attached to your accounting.
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- If you select a new workspace, existing documents aren't moved. Only newly created documents
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- If you select a new workspace, existing documents are not moved. Only newly created documents
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will be found under the new workspace.
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.. _documents/workspaces:
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@ -64,6 +64,17 @@ Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a line`,
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- Tags can be created and modified by going to :menuselection:`Configuration --> Tags`;
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- Tags can also be created or edited by clicking the gear icon :guilabel:`⚙` on the left menu.
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An **email alias** can be used to automatically send received documents to a specific workspace
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based on the tag assigned. To create an email alias:
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#. Select the tag and the corresponding workspace where the document should be directed in the left
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column of your dashboard.
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#. Next to the :guilabel:`Upload` button, click the down arrow, and then click :guilabel:`Share`.
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#. In the new window, click :guilabel:`Download and Upload` and enter the email alias where
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documents should be sent.
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Access rights
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-------------
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@ -91,17 +102,16 @@ Documents management
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When selecting or opening a document, the right panel displays different options. On the top,
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additional options might be available: :guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`,
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:guilabel:`Lock` or :guilabel:`Split`. It is also possible to :guilabel:`Open chatter` or
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:guilabel:`Archive` the document.
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:guilabel:`Lock` or :guilabel:`Split`. It is also possible to :guilabel:`Open chatter` or use the
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:guilabel:`Move to trash` option.
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.. image:: documents/right-panel-options.png
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:align: center
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:alt: right panel options
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Then, you can modify the name of your file by clicking on :guilabel:`Document`. A
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:guilabel:`Contact` or an :guilabel:`Owner` can be assigned. The related :guilabel:`Workspace` can
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be modified and it is possible to access the related :guilabel:`Journal Entry` or add
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:guilabel:`Tags`.
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Then, you can modify the name of your file by clicking on :guilabel:`Name`. A :guilabel:`Contact` or
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an :guilabel:`Owner` can be assigned. The related :guilabel:`Workspace` can be modified and it is
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possible to access the related :guilabel:`Journal Entry` or add :guilabel:`Tags`.
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.. note::
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- The :guilabel:`Contact` is the person related to the document and assigned to it. He can only
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@ -224,7 +234,7 @@ You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one. You
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There are three basic types of conditions you can set:
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#. :guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does not contain`
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conditions, meaning the files *must have* or *mustn't have* the tags set here.
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conditions, meaning the files *must have* or *must not have* the tags set here.
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#. :guilabel:`Contact`: the files must be associated with the contact set here.
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@ -234,7 +244,7 @@ There are three basic types of conditions you can set:
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:alt: Example of a workflow action's basic condition in Odoo Documents
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.. tip::
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If you don't set any conditions, the action button appears for all files inside the selected
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If you do not set any conditions, the action button appears for all files inside the selected
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workspace.
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Advanced condition type: domain
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@ -289,8 +299,8 @@ Select the :guilabel:`Actions` tab to set up your action. You can simultaneously
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- **Bank Statement**: create a Bank Statement in Finance;
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- **Expense**: create an expense automatically based on a file's content.
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- **Set Tags**: add, remove, and replace any number of tags.
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- **Activities - Mark all as Done**: mark all activities linked to the file as done.
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- **Set Tags**: add, remove, and replace any number of tags;
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- **Activities - Mark all as Done**: mark all activities linked to the file as done;
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- **Activities - Schedule Activity**: create a new activity linked to the file as configured in
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the action. You can choose to set the activity on the document owner.
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