diff --git a/content/applications/productivity/documents.rst b/content/applications/productivity/documents.rst index c2e713926..3bbddd4c2 100644 --- a/content/applications/productivity/documents.rst +++ b/content/applications/productivity/documents.rst @@ -33,7 +33,7 @@ internal link button (:guilabel:`➔`). .. image:: documents/accounting-files-centralization.png :alt: Enable the centralization of files attached to your accounting. - - If you select a new workspace, existing documents aren't moved. Only newly created documents + - If you select a new workspace, existing documents are not moved. Only newly created documents will be found under the new workspace. .. _documents/workspaces: @@ -64,6 +64,17 @@ Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a line`, - Tags can be created and modified by going to :menuselection:`Configuration --> Tags`; - Tags can also be created or edited by clicking the gear icon :guilabel:`⚙` on the left menu. +An **email alias** can be used to automatically send received documents to a specific workspace +based on the tag assigned. To create an email alias: + +#. Select the tag and the corresponding workspace where the document should be directed in the left + column of your dashboard. + +#. Next to the :guilabel:`Upload` button, click the down arrow, and then click :guilabel:`Share`. + +#. In the new window, click :guilabel:`Download and Upload` and enter the email alias where + documents should be sent. + Access rights ------------- @@ -91,17 +102,16 @@ Documents management When selecting or opening a document, the right panel displays different options. On the top, additional options might be available: :guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, -:guilabel:`Lock` or :guilabel:`Split`. It is also possible to :guilabel:`Open chatter` or -:guilabel:`Archive` the document. +:guilabel:`Lock` or :guilabel:`Split`. It is also possible to :guilabel:`Open chatter` or use the +:guilabel:`Move to trash` option. .. image:: documents/right-panel-options.png :align: center :alt: right panel options -Then, you can modify the name of your file by clicking on :guilabel:`Document`. A -:guilabel:`Contact` or an :guilabel:`Owner` can be assigned. The related :guilabel:`Workspace` can -be modified and it is possible to access the related :guilabel:`Journal Entry` or add -:guilabel:`Tags`. +Then, you can modify the name of your file by clicking on :guilabel:`Name`. A :guilabel:`Contact` or +an :guilabel:`Owner` can be assigned. The related :guilabel:`Workspace` can be modified and it is +possible to access the related :guilabel:`Journal Entry` or add :guilabel:`Tags`. .. note:: - The :guilabel:`Contact` is the person related to the document and assigned to it. He can only @@ -224,7 +234,7 @@ You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one. You There are three basic types of conditions you can set: #. :guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does not contain` - conditions, meaning the files *must have* or *mustn't have* the tags set here. + conditions, meaning the files *must have* or *must not have* the tags set here. #. :guilabel:`Contact`: the files must be associated with the contact set here. @@ -234,7 +244,7 @@ There are three basic types of conditions you can set: :alt: Example of a workflow action's basic condition in Odoo Documents .. tip:: - If you don't set any conditions, the action button appears for all files inside the selected + If you do not set any conditions, the action button appears for all files inside the selected workspace. Advanced condition type: domain @@ -289,8 +299,8 @@ Select the :guilabel:`Actions` tab to set up your action. You can simultaneously - **Bank Statement**: create a Bank Statement in Finance; - **Expense**: create an expense automatically based on a file's content. -- **Set Tags**: add, remove, and replace any number of tags. -- **Activities - Mark all as Done**: mark all activities linked to the file as done. +- **Set Tags**: add, remove, and replace any number of tags; +- **Activities - Mark all as Done**: mark all activities linked to the file as done; - **Activities - Schedule Activity**: create a new activity linked to the file as configured in the action. You can choose to set the activity on the document owner. diff --git a/content/applications/productivity/documents/right-panel-options.png b/content/applications/productivity/documents/right-panel-options.png index b27831655..52e4a7a67 100644 Binary files a/content/applications/productivity/documents/right-panel-options.png and b/content/applications/productivity/documents/right-panel-options.png differ