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documentation/locale/sources/productivity.pot
Tiffany Chang (tic) aad8aa1314 [I18N] *: re-export pot files 
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

closes odoo/documentation#12126

Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
2025-02-20 23:31:36 +00:00

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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 18.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-02-20 16:01+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
#: ../../content/applications/productivity.rst:5
msgid "Productivity"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:5
msgid "Calendar"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:7
msgid "Odoo **Calendar** is a scheduling app that allows users to integrate a company's business flow into a single management platform. By integrating with the other apps in Odoo's ecosystem, **Calendar** allows users to schedule and organize meetings, schedule events, plan employee appraisals, coordinate projects, and more – all from the same platform."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:12
msgid "Upon opening the :menuselection:`Calendar app`, users have an overview of their current meetings. The selected view option appears as a :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` drop-down menu. Under the view options drop-down menu, users can also enable or disable :guilabel:`Show weekends`."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:-1
msgid "Overview of Calendar app."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:21
msgid "Depending on the selected view option, users can click the :icon:`oi-arrow-left` :icon:`oi-arrow-right` :guilabel:`(left or right arrow)` buttons to switch between days, weeks, etc., and switch back to the current day with the :guilabel:`Today` button."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:26
msgid "Sync third-party calendars"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:28
msgid "Users can sync Odoo with existing :doc:`Outlook <calendar/outlook>` and/or :doc:`Google <calendar/google>` calendars, by heading to :menuselection:`Calendar app --> Configuration --> Settings`. From here, enter :guilabel:`Client ID` and :guilabel:`Client Secret`. There is also an option to pause synchronization by ticking the checkbox, or automating synchronization by keeping it blank."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:34
msgid "Once the desired configurations are complete, be sure to click :guilabel:`Save` before moving on."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:36
msgid "Events created in synced calendars automatically appear across the integrated platforms."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:39
msgid ":doc:`Synchronize Outlook calendar with Odoo <calendar/outlook>`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:40
msgid ":doc:`Synchronize Google calendar with Odoo <calendar/google>`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:43
msgid "Create activities from chatter"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:45
msgid "Instantly create new meetings anywhere in Odoo through an individual record's chatter, like in a **CRM** opportunity card or task in the **Projects** app."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:48
msgid "From the chatter, click on the :guilabel:`Activities` button. In the :guilabel:`Schedule Activity` pop-up window, select the desired :guilabel:`Activity Type`, which populates a set of buttons, depending on the activity."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:52
msgid "Activities that involve other schedules, like :guilabel:`Meeting` or :guilabel:`Call for Demo`, link to the **Calendar** app. Select one of these activities to link to the **Calendar** app, then hit :guilabel:`Open Calendar` to navigate back to the app. Alternatively, it is also possible to :guilabel:`Schedule & Mark as Done` to close out the activity, or select :guilabel:`Done & Schedule Next` to keep the :guilabel:`Schedule Activity` window open to create another."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:59
msgid ":doc:`Schedule activities in Odoo <../essentials/activities>`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:62
msgid "Plan an event"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:64
msgid "To put an event on the calendar, open the :menuselection:`Calendar app`, and click into the target date. On the :guilabel:`New Event` pop-up window that appears, start by adding the event title."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:-1
msgid "Schedule an event window on Calendar app."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:70
msgid "The target date auto-populates in the :guilabel:`Start` field. This can be changed by clicking into the date section, and selecting a date from the calendar. For multi-day events, select the end date in the second field, then click :guilabel:`Apply`."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:74
msgid "Tick the :guilabel:`All Day` checkbox if there is no specific start or end time."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:76
msgid "For events with specific start and stop times, ensure the :guilabel:`All Day` checkbox is unticked to enable time selection. With the :guilabel:`All Day` checkbox unticked, time selections appear in the :guilabel:`Start` field."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:80
msgid "The signed-in user auto-populates as the first attendee. Additional :guilabel:`Attendees` can be added or created from here, as well."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:83
msgid "For virtual meetings, copy and paste the URL into the space provided in the :guilabel:`Videocall URL` field. Or, click :icon:`fa-plus` :guilabel:`Odoo meeting` to create a link."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:87
msgid "Next, either create the event by clicking :guilabel:`Save & Close`, or select :guilabel:`More Options` to further configure the event."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:91
msgid "Once the event is created, users can click into the virtual meeting directly from the calendar event to access more configuration options."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:-1
msgid "The full event form for a new calendar event."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:97
msgid "The :guilabel:`Description` field allows users to add additional information and details about the meeting."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:100
msgid "Click :guilabel:`More Options` to navigate to the meeting form, which provides additional configurations for the event:"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:103
msgid ":guilabel:`Duration`: Define the length of the meeting in :guilabel:`hours`, or toggle the :guilabel:`All Day` switch."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:105
msgid ":guilabel:`Recurrent`: Tick the checkbox to create a recurring meeting. Once selected, this opens new fields:"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:108
msgid ":guilabel:`Timezone`: Select the timezone for which this meeting time is specified."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:109
msgid ":guilabel:`Repeat`: Select the recurring period of this meeting. Depending on what type of recurrence has been selected, a subsequent field appears, in which users can indicate when the meeting should recur. For example, if :guilabel:`Monthly` is selected as the :guilabel:`Repeat` option, a new field appears, in which the user decides on what :guilabel:`Day of Month` the meeting should recur."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:114
msgid ":guilabel:`Until`: Select the limited :guilabel:`Number of repetitions` this meeting should recur, the :guilabel:`End date` of when the recurrences should stop, or if the meetings should recur :guilabel:`Forever`."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:117
msgid ":guilabel:`Tags`: Add tags to the event, like `Customer Meeting` or `Internal Meeting`. These can be searched and filtered in the **Calendar** app when organizing multiple events."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:119
msgid ":guilabel:`Appointment`: Link existing or new appointments. These can be configured through the :ref:`Share Availabilities <calendar/share-availabilities>` button from the main **Calendar** dashboard."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:122
msgid ":guilabel:`Privacy`: Toggle between visibility options to control who can view the event."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:123
msgid ":guilabel:`Organizer`: This is defaulted to the current Odoo user. Select a new one from existing users, or create and edit a new user."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:125
msgid ":guilabel:`Description`: Add additional information or details about the meeting."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:126
msgid ":guilabel:`Reminders`: Select notification options to send to attendees. Choose a default notification, or configure new reminders."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:130
msgid "Coordinate with teams' availability"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:132
msgid "When scheduling an event for multiple users, on the **Calendar** app dashboard, tick the checkbox next to :guilabel:`Attendees` to view team members' availability. Tick (or untick) the checkbox next to listed users to show (or hide) individual calendars."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:-1
msgid "View of Attendees section on Calendar app."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:142
msgid "Share Availabilities"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:144
msgid "On the **Calendar** app main dashboard, click the :guilabel:`Share Availabilities` button at the top of the page. Next, click and drag to select the available times and dates on the calendar to add them as options in the invitation."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:149
msgid "To remove a selected time range, hover over the availability to click the :icon:`fa-trash` :guilabel:`(trash)` icon."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:153
msgid "Within the :guilabel:`Share Availabilities` feature, selecting times is only possible on the *Day* calendar views."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:156
msgid "Once availability has been selected, click the :icon:`fa-external-link` :guilabel:`Open` button to navigate to the associated appointment."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:-1
msgid "Share availability window on Calendar app."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:162
msgid "Several configuration options are available on the appointment form:"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:164
msgid "In the :guilabel:`Scheduling` field, set a minimum hour window to ensure appointments are confirmed a specified amount of time in advance. For example, set `01:00` to require attendees to confirm at least one hour before their appointment time."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:168
msgid "In the :guilabel:`Allow Cancelling` field, set a maximum hour window before the appointment that attendees are able to cancel."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:171
msgid "The :guilabel:`Availability on` field enables attendees to book :guilabel:`Users` or :guilabel:`Resources`, such as meeting rooms or tables. After selecting :guilabel:`Users` or :guilabel:`Resources`, type in the desired user or resource in the space below."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:175
msgid "The :guilabel:`Front-End Display` field is used to choose :guilabel:`No Picture` or :guilabel:`Show Pictures` related to the selected user or resource on the appointment page."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:178
msgid "If :guilabel:`Resources` has been selected in the :guilabel:`Availability on` field, users have an option to :guilabel:`Manage Capacities`."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:181
msgid "Tick the checkbox to limit the maximum amount of people that can use the resource at the same time."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:183
msgid "The :guilabel:`Assignment Method` field enables the order in which attendees book their time and user/resource:"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:186
msgid ":guilabel:`Pick User/Resource then Time`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:187
msgid ":guilabel:`Select Time then User/Resource`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:189
msgid "If :guilabel:`Resources` has been selected in the :guilabel:`Availability On` field, a third option is available, :guilabel:`Select Time then auto-assign`."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:192
msgid "Optionally, configure the following tabs:"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:194
msgid ":ref:`calendar/appointment-schedule`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:195
msgid ":ref:`calendar/appointment-options`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:196
msgid ":ref:`calendar/appointment-questions`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:197
msgid ":ref:`calendar/appointment-messages`"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:199
msgid "Click the :guilabel:`Preview` button to see how the appointment link looks for attendees."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:201
msgid "Once the configurations are finished, click the :guilabel:`Share` button to generate a link to send directly, or click :guilabel:`Publish` to publish the appointment selection on the connected Odoo website."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:208
msgid "Schedule tab"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:210
msgid "In the :guilabel:`Schedule` tab of the appointment form, time slots can be managed. The target date and time populate as the first time slots."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:213
msgid "To add a new time slot, hit :guilabel:`Add a line`. Click into the new blank space under the :guilabel:`From` field, then select and enter the new target start date and time, respectively. Repeat under the new blank space under :guilabel:`To` to select and enter the new target end date and time."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:221
msgid "Options tab"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:223
msgid "The :guilabel:`Options` tab provides additional configurations:"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:225
msgid ":guilabel:`Website`: Specify which website this meeting invitation will be published on."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:226
msgid ":guilabel:`Timezone`: This defaults to the company's timezone selected in the **Settings** app. To change the timezone, select the desired option from the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:228
msgid ":guilabel:`Location`: Select or create new locations from the drop-down menu. If this field is left empty, the meeting is considered to be taking place online."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:230
msgid ":guilabel:`Videoconference Link`: Select from :guilabel:`Odoo Discuss` or :guilabel:`Google Meet` to include a video conference link in the meeting invitation, or leave it blank to prevent generating a meeting URL."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:233
msgid ":guilabel:`Manual Confirmation`: Only shown if :guilabel:`Resources` has been selected in the :guilabel:`Availability On` field. Tick the checkbox and enter a maximum percentage of the selected resource(s)' total capacity to create a manual confirmation requirement to finalize the meeting."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:237
msgid ":guilabel:`Up-front Payment`: Tick the checkbox to require users to pay before confirming their booking. Once this is ticked, a link appears to :icon:`oi-arrow-right` :guilabel:`Configure Payment Providers`, which enables online payments."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:240
msgid ":guilabel:`Limit to Work Hours`: If :guilabel:`Users` has been selected in the :guilabel:`Availability On` field, tick the checkbox to limit meeting time slots to the selected :doc:`users' working hours <../hr/employees/new_employee>`."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:243
msgid ":guilabel:`Create Opportunities`: When this is selected, each scheduled appointment creates a new **CRM** opportunity."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:245
msgid ":guilabel:`Reminders`: Add or delete notification reminders in this field. Select the blank space for additional options."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:247
msgid ":guilabel:`Confirmation Email`: Tick the checkbox to automatically send a confirmation email to attendees once the meeting is confirmed. Select from the email templates or click :guilabel:`Search More...`, then :guilabel:`New` to create a custom template."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:250
msgid ":guilabel:`Cancelation Email`: Tick the checkbox to automatically send a cancelation email to attendees if the meeting is canceled. Select from the email templates or click :guilabel:`Search More...`, then :guilabel:`New` to create a custom template."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:253
msgid ":guilabel:`CC to`: Add contacts to be notified of meeting updates in this field, regardless if they attend the meeting."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:255
msgid ":guilabel:`Allow Guests`: Tick the checkbox to allow attendees to invite guests."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:260
msgid "Questions tab"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:262
msgid "In the :guilabel:`Questions` tab, add questions for the attendee to answer when confirming their meeting. Click :guilabel:`Add a line` to configure a :guilabel:`Question`. Then select a :guilabel:`Question Type`, optionally add a :guilabel:`Placeholder` answer, and choose whether it is a :guilabel:`Required Answer`."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:267
msgid "To learn how to create more comprehensive questionnaires, head to the **Survey** app documentation on :doc:`creating and configuring data-capturing questions <../marketing/surveys/questions>`."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:274
msgid "Messages tab"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:276
msgid "In the :guilabel:`Introduction Message` field of the :guilabel:`Messages` tab, add additional meeting information that appears on the invitation."
msgstr ""
#: ../../content/applications/productivity/calendar.rst:279
msgid "Information added to the :guilabel:`Extra Message on Confirmation` field appears once the meeting is confirmed."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:3
msgid "Google Calendar synchronization"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:5
msgid "Synchronize Google Calendar with Odoo to see and manage meetings from both platforms (updates go in both directions). This integration helps organize schedules, so a meeting is never missed."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:9
msgid ":doc:`/applications/general/users/google`"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:10
msgid ":doc:`/applications/general/email_communication/google_oauth`"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:13
msgid "Setup in Google"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:16
msgid "Select (or create) a project"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:18
msgid "Create a new Google API project and enable the Google Calendar API. First, go to the `Google API Console <https://console.developers.google.com>`_ and log into the Google account."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:22
msgid "If this is the first time visiting this page, Google will prompt the user to enter a country and agree to the Terms of Service. Select a country from the drop-down list and agree to the :abbr:`ToS (Terms of Service)`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:26
msgid "Next, click :guilabel:`Select a project` and select (or create) an API project to configure OAuth in, and store credentials. Click :guilabel:`New Project`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Create a new API project to store credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:33
msgid "Give the API Project a clear name, like \"Odoo Sync\", so it can be easily identified."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:36
msgid "Enable Google calendar API"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:38
msgid "Now, click on :guilabel:`Enabled APIs and Services` in the left menu. Select :guilabel:`Enabled APIs and Services` again if the :guilabel:`Search bar` doesn't appear."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Enable APIs and Services on the API Project."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:44
msgid "After that, search for `Google Calendar API` using the search bar and select :guilabel:`Google Calendar API` from the search results. Click :guilabel:`Enable`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Enable the Google Calendar API."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:51
msgid "OAuth consent screen"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:53
msgid "Now that the API project has been created, OAuth should be configured. To do that, click on :guilabel:`OAuth consent` in the left menu and then select the :guilabel:`User Type`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:57
msgid "*Personal* Gmail Accounts are only allowed to be **External** User Type, which means Google may require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace* account allows for **Internal** User Type to be used."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:61
msgid "Note, as well, that while the API connection is in the *External* testing mode, then no approval is necessary from Google. User limits in this testing mode is set to 100 users."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:64
msgid "In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the :guilabel:`App name` field, select the email address for the :guilabel:`User support email` field, and type the email address for the :guilabel:`Developer contact information` section. Then, click :guilabel:`Save and Continue`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:69
msgid "Skip the third step, :menuselection:`Scopes`, by clicking :guilabel:`Save and Continue`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:71
msgid "Next, if continuing in testing mode (External), add the email addresses being configured under the :guilabel:`Test users` step, by clicking on :guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A summary of the app registration appears."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:75
msgid "Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:77
msgid "Now, the OAuth consent has been configured, and it's time to create credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:80
msgid "Create credentials"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:82
msgid "The *Client ID* and the *Client Secret* are both needed to connect Google Calendar to Odoo. This is the last step in the Google console. Begin by clicking :guilabel:`Credentials` in the left menu. Then, click :guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`, Google will open a guide to create credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:87
msgid "Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website application` for the :guilabel:`Application Type` field, and type `My Odoo Database` for the :guilabel:`Name`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:90
msgid "Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and type the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:92
msgid "Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type the company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by `/google_account/authentication`. Finally, click :guilabel:`Create`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Add the authorized JavaScript origins and the authorized redirect URIs."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:99
msgid "A :guilabel:`Client ID` and :guilabel:`Client Secret` will appear, copy these to a notepad."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:102
msgid "Setup in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:104
msgid "Once the *Client ID* and the *Client Secret* are located, open the Odoo database and go to :menuselection:`Settings --> Calendar` to find the :guilabel:`Google Calendar` feature. Tick the checkbox labeled :guilabel:`Google Calendar`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "The Google Calendar checkbox in General Settings."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:111
msgid "Next, copy and paste the *Client ID* and the *Client Secret* from the Google Calendar API credentials page into their respective fields below the :guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:116
msgid "Tick the :guilabel:`Pause Synchronization` checkbox to temporarily pause events from being updated. This allows for testing and troubleshooting without removing credentials or uninstalling the synchronization. To resume the sync, clear the checkbox and save."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:121
msgid "Sync calendar in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:123
msgid "Finally, open the :menuselection:`Calendar` app in Odoo and click on the :guilabel:`Google` sync button to sync Google Calendar with Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Click the Google sync button in Odoo Calendar to sync Google Calendar with Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:130
msgid "When syncing Google Calendar with Odoo for the first time, the page will redirect to the Google Account. From there, select the :guilabel:`Email Account` that should have access, then select :guilabel:`Continue` (should the app be unverifed), and finally select :guilabel:`Continue` (to give permission for the transfer of data)`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Give Odoo permission to access Google Calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:138
msgid "Now, Odoo Calendar is successfully synced with Google Calendar!"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:141
msgid "Odoo highly recommends testing the Google calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Google Calendar with the user's production database."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:145
msgid "Once a user synchronizes their Google calendar with the Odoo calendar:"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:147
msgid "Creating an event in Odoo causes Google to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:148
msgid "Deleting an event in Odoo causes Google to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:149
msgid "Adding a contact to an event causes Google to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:150
msgid "Removing a contact from an event causes Google to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:152
msgid "Events can be created in *Google Calendar* without sending a notification by selecting :guilabel:`Don't Send` when prompted to send invitation emails."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:156
#: ../../content/applications/productivity/calendar/outlook.rst:210
msgid "Troubleshoot sync"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:158
msgid "There may be times when the *Google Calendar* account does not sync correctly with Odoo. Sync issues can be seen in the database logs."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:161
msgid "In these cases, the account needs troubleshooting. A reset can be performed using the :guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings app --> Manage Users`. Then, select the user to modify the calendar, and click the :guilabel:`Calendar` tab."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "Reset buttons highlighted on the calendar tab of the user."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:169
#: ../../content/applications/productivity/calendar/outlook.rst:224
msgid "Next, click :guilabel:`Reset Account` under the correct calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:172
#: ../../content/applications/productivity/calendar/outlook.rst:227
msgid "Reset options"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:174
msgid "The following reset options are available for troubleshooting Google calendar sync with Odoo:"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Google calendar reset options in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:179
#: ../../content/applications/productivity/calendar/outlook.rst:236
msgid ":guilabel:`User's Existing Events`:"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:181
#: ../../content/applications/productivity/calendar/outlook.rst:238
msgid ":guilabel:`Leave them untouched`: no changes to the events."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:182
msgid ":guilabel:`Delete from the current Google Calendar account`: delete the events from *Google Calendar*."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:184
#: ../../content/applications/productivity/calendar/outlook.rst:241
msgid ":guilabel:`Delete from Odoo`: delete the events from the Odoo calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:185
msgid ":guilabel:`Delete from both`: delete the events from both *Google Calendar* and Odoo calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:187
#: ../../content/applications/productivity/calendar/outlook.rst:245
msgid ":guilabel:`Next Synchronization`:"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:189
msgid ":guilabel:`Synchronize only new events`: sync new events on *Google Calendar* and/or Odoo calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:191
msgid ":guilabel:`Synchronize all existing events`: sync all events on *Google Calendar* and/or Odoo calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:194
#: ../../content/applications/productivity/calendar/outlook.rst:252
msgid "Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar synchronization."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:198
msgid "Google OAuth FAQ"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:200
msgid "At times there can be configuration errors that occur, and troubleshooting is needed to resolve the issue. Below are the most common errors that may occur when configuring the *Google Calendar* for use with Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:205
msgid "Production vs. testing publishing status"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:207
msgid "Choosing :guilabel:`Production` as the :guilabel:`Publishing Status` (instead of :guilabel:`Testing`) displays the following warning message:"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:210
msgid "`OAuth is limited to 100 sensitive scope logins until the OAuth consent screen is verified. This may require a verification process that can take several days.`"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:213
msgid "To correct this warning, navigate to the `Google API Platform <https://console.cloud.google.com/apis/credentials/consent>`_. If the :guilabel:`Publishing Status` is :guilabel:`In Production`, click :guilabel:`Back to Testing` to correct the issue."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:218
msgid "No test users added"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:220
msgid "If no test users are added to the :guilabel:`OAuth consent screen`, then an :guilabel:`Error 403: access_denied` populates."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "403 Access Denied Error."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:226
msgid "To correct this error, return to the :guilabel:`OAuth consent screen`, under :guilabel:`APIs & Services`, and add test users to the app. Add the email to be configured in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:230
msgid "Application Type"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:232
msgid "When creating the credentials (OAuth *Client ID* and *Client Secret*), if :guilabel:`Desktop App` is selected for the :guilabel:`Application Type`, an :guilabel:`Authorization Error` appears (:guilabel:`Error 400:redirect_uri_mismatch`)."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Error 400 Redirect URI Mismatch."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:239
msgid "To correct this error, delete the existing credentials, and create new credentials, by selecting :guilabel:`Web Application` for the :guilabel:`Application Type`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:242
msgid "Then, under :guilabel:`Authorized redirect URIs`, click :guilabel:`ADD URI`, and type: `https://yourdbname.odoo.com/google_account/authentication` in the field, being sure to replace *yourdbname* in the URL with the **real** Odoo database name."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:247
msgid "Ensure that the domain (used in the URI: `https://yourdbname.odoo.com/google_account/authentication`) is the exact same domain as configured in the `web.base.url` system parameter."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:251
msgid "Access the `web.base.url` by activating :ref:`developer mode <developer-mode>`, and navigating to :menuselection:`Settings app --> Technical header menu --> Parameters section --> System Parameters`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:3
msgid "Outlook Calendar synchronization"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:5
msgid "Synchronizing a user's *Outlook Calendar* with Odoo is useful for keeping track of tasks and appointments across all related applications."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:9
msgid ":doc:`../../general/users/azure`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:10
msgid ":doc:`../../general/email_communication/azure_oauth`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:13
msgid "Microsoft Azure setup"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:15
msgid "To sync the *Outlook Calendar* with Odoo's *Calendar*, a Microsoft *Azure* account is required. Creating an account is free for users who have never tried, or paid for, *Azure*. For more information, view the account options on the `Azure website <https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:20
msgid "Refer to `Microsoft's documentation <https://docs.microsoft.com/en-us/azure/active-directory/ develop/quickstart-create-new-tenant>`_ on how to set up a Microsoft *Entra ID* (formally called Microsoft *Azure Active Directory (Azure AD)*). This is an API console to manage and register Microsoft applications."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:25
msgid "Existing Microsoft *Entra ID* users should log in at the `Microsoft Azure developer portal <https://portal.azure.com/#home>`_. Next, select :guilabel:`View` under the section labeled :guilabel:`Manage Microsoft Entra ID`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:30
msgid "Register application"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:32
msgid "After logging in with the Microsoft *Entra ID*, `register an application <https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app>`_."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:35
msgid "To create an application, click :guilabel:`+ Add` in the top menu. From the resulting drop-down menu, select :guilabel:`App Registration`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "Microsoft Azure management page with + Add and App Registration menu highlighted."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:42
msgid "Enter a unique :guilabel:`Name` for the connected application."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:44
msgid "Choosing the appropriate :guilabel:`Supported account type` is essential, or else the connected application will not work. Users who wish to connect their *Outlook Calendar* to Odoo should select the :guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported account types`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:50
msgid "When configuring the :guilabel:`Redirect URI`, choose the :guilabel:`Web` option from the first drop-down menu. Then, enter the Odoo database URI (URL) followed by `/microsoft_account/authentication`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:55
msgid "Enter `https://yourdbname.odoo.com/microsoft_account/authentication` for the :guilabel:`Redirect URI`. Replace `yourdbname.odoo.com` with the :abbr:`URL (Uniform Resource Locator)`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:59
msgid "Ensure the database's :abbr:`URL (Uniform Resource Locator)` (domain) used in the URI is the exact same domain as the one configured on the `web.base.url` system parameter."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:62
msgid "Access the `web.base.url` by activating :ref:`developer mode <developer-mode>`, and navigating to :menuselection:`Settings app --> Technical header menu --> Parameters section --> System Parameters`. Then, select it from the :guilabel:`Key` list on the :guilabel:`System Parameters` page."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Supported account type\" and \"Redirect URI\" settings in the Microsoft Entra ID portal."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:71
msgid "For more information on the restrictions and limitations of URIs, check Microsoft's `Redirect URI (reply URL) restrictions and limitations <https://docs.microsoft.com/en-us/azure/active-directory/develop/reply-url>`_ page."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:75
msgid "Finally, on the application registration page, click :guilabel:`Register` button to complete the application registration. The :guilabel:`Application (client) ID` is produced. Copy this value, as it is needed later, in the :ref:`outlook_calendar/odoo_setup`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "Application client ID highlighted in the essentials section of the newly created\n"
"application."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:85
msgid "Create client secret"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:87
msgid "The second credential needed to complete the synchronization of the Microsoft *Outlook Calendar* is the *Client Secret*. The user **must** add a client secret, as this allows Odoo to authenticate itself, requiring no interaction from the user's side. *Certificates* are optional."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:91
msgid "To add a client secret, click :menuselection:`Certificates & secrets` in the left menu. Then click :guilabel:`+ New client secret` to create the client secret."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "New client secret page with certificates and secrets menu and new client secret option\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:99
msgid "Next, type a :guilabel:`Description`, and select when the client secret :guilabel:`Expires`. Available options include: :guilabel:`90 days (3 months)`, :guilabel:`365 days (12 months)`, :guilabel:`545 days (18 months)`, :guilabel:`730 days (24 months)` or :guilabel:`Custom`. The :guilabel:`Custom` option allows the administrator to set a :guilabel:`Start` and :guilabel:`End` date."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:105
msgid "Finally, click :guilabel:`Add` to :guilabel:`Add a client secret`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:108
msgid "Since resetting the synchronization can be tricky, Odoo recommends setting the maximum allowed expiration date for the client secret (24 months or custom), so there is no need to re-synchronize soon."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:112
msgid "Copy the :guilabel:`Value` for use in the next section."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:115
msgid "Client secret values cannot be viewed, except immediately after creation. Be sure to save the secret when created *before* leaving the page."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:121
msgid "Configuration in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:123
msgid "In the Odoo database, go to :menuselection:`Calendar app --> Configuration --> Settings`, and tick the checkbox beside the :guilabel:`Outlook Calendar` setting. Remember to click :guilabel:`Save` to implement the changes."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Outlook Calendar\" setting activated in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:130
msgid "From the Microsoft *Azure* portal, under the :guilabel:`Overview` section of the application, copy the :guilabel:`Application (Client) ID`, if it has not already been copied, and paste it into the :guilabel:`Client ID` field in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Client ID\" in the Microsoft Azure portal."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:138
msgid "Copy the previously-acquired :guilabel:`Value` (Client Secret Value), and paste it into the :guilabel:`Client Secret` field in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:145
msgid "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:150
msgid "Sync with Outlook"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:154
msgid "Odoo highly recommends testing the Outlook calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Outlook Calendar with the user's production database."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:158
msgid "If the user has any past, present, or future events on their Odoo calendar before syncing their Outlook calendar, Outlook will treat the events pulled from Odoo's calendar during the sync as new events, causing an email notification to be sent from Outlook to all the event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:162
msgid "To avoid unwanted emails being sent to all past, present, and future event attendees, the user must add the events from the Odoo calendar to the Outlook calendar before the first ever sync, delete the events from Odoo, and then start the sync."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:166
msgid "Even after synchronizing the Odoo Calendar with the Outlook calendar, Outlook will still send a notification to all event participants every time an event is edited (created, deleted, unarchived, or event date/time changed), with no exceptions. This is a limitation that cannot be fixed from Odoo's side."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:171
msgid "In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:173
msgid "Creating an event in Odoo causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:174
msgid "Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:175
msgid "Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:176
msgid "Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:177
msgid "Adding a contact to an event causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:178
msgid "Removing a contact from an event causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:181
msgid "Sync Odoo Calendar and Outlook"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:183
msgid "In the Odoo database, open to the *Calendar* module, and click the :guilabel:`Outlook` sync button on the right-side of the page, beneath the monthly calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Outlook\" sync button in Odoo Calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:190
msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (*Outlook* and Odoo). The page redirects to a Microsoft login page, and the user is asked to log in to their account, if they are not already. Finally, grant the required permissions by clicking :guilabel:`Accept`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "Authentication process on Microsoft Outlook OAuth page."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:200
msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook <outlook/sync>`. The configuration of Microsoft's *Azure* account is only done once, as Microsoft *Entra ID* tenants' client IDs and client secrets are unique, and help the user manage a specific instance of Microsoft cloud services for internal and external users."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:206
msgid ":doc:`../../general/integrations/mail_plugins/outlook`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:207
msgid ":doc:`google`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:212
msgid "There may be times when the *Microsoft Outlook Calendar* account does not sync correctly with Odoo. Sync issues can be seen in the database logs."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:215
msgid "In these cases, the account needs troubleshooting. A reset can be performed using the :guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings app --> Manage Users`. Then, select the user to modify the calendar, and click on the :guilabel:`Calendar` tab."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:229
msgid "The following reset options are available for troubleshooting *Microsoft Outlook Calendar* sync with Odoo:"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "Outlook calendar reset options in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:239
msgid ":guilabel:`Delete from the current Microsoft Calendar account`: delete the events from *Microsoft Outlook Calendar*."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:242
msgid ":guilabel:`Delete from both`: delete the events from both *Microsoft Outlook Calendar* and Odoo calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:247
msgid ":guilabel:`Synchronize only new events`: sync new events on *Microsoft Outlook Calendar* and/or Odoo calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:249
msgid ":guilabel:`Synchronize all existing events`: sync all events on *Microsoft Outlook Calendar* and/or Odoo calendar."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:3
msgid "Data Cleaning"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:5
msgid "The Odoo **Data Cleaning** app maintains data integrity and consistency with the following features:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:7
msgid ":ref:`Deduplicates <data_cleaning/deduplication>`: merges or removes duplicate entries to ensure data is unique."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:9
msgid ":ref:`Recycles <data_cleaning/recycle>`: identifies outdated records to either archive or delete them."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:11
msgid ":ref:`Formats <data_cleaning/field-cleaning>`: standardizes text data by finding and replacing it according to specified needs."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:14
msgid "Customizable rules ensure text data stays up-to-date, streamlined, consistently formatted, and aligned with company-specific formatting requirements."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:20
msgid "Install modules"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:22
msgid "The **Data Cleaning** application consists of several modules. :ref:`Install <general/install>` the following to access all available features:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:30
#: ../../content/applications/productivity/whatsapp.rst:273
#: ../../content/applications/productivity/whatsapp.rst:677
msgid "Name"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`Technical name`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:31
#: ../../content/applications/productivity/documents.rst:89
msgid "Description"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid ":guilabel:`Data Recycle`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`data_recycle`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:34
msgid "Base module to enable the recycle feature, available on :ref:`Odoo Community edition <install/editions>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid ":guilabel:`Data Cleaning`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`data_cleaning`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:38
msgid "Enables field cleaning feature to format text data across multiple records, available **only** on :ref:`Odoo Enterprise edition <install/editions>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid ":guilabel:`Data Cleaning (merge)`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`data_merge`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:42
msgid "Enables the deduplication feature to find similar (or duplicate) records, and merge them, available **only** on :ref:`Odoo Enterprise edition <install/editions>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid ":guilabel:`CRM Deduplication`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`data_merge_crm`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:52
msgid "Enables the deduplication feature on the **CRM** app, and uses the :doc:`CRM default merging feature <../sales/crm/pipeline/merge_similar>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid ":guilabel:`Helpdesk Merge action`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`data_merge_helpdesk`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:56
msgid "Enables the merge feature for the **Helpdesk** app."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid ":guilabel:`Project Merge action`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`data_merge_project`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:59
msgid "Enables the merge feature for the **Projects** app."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid ":guilabel:`UTM Deduplication`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`data_merge_utm`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:62
msgid "Enables the merge feature for the **UTM Tracker** app."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid ":guilabel:`WMS Accounting Merge`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "`data_merge_stock_account`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:65
msgid "Creates a warning in cases of products merging that may affect inventory valuation, if the **Inventory** app is installed."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:71
msgid "Deduplication"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:73
msgid "The *Duplicates* dashboard groups similar records to be :ref:`merged <data_cleaning/merge-records>` by matching conditions within the records set by the :ref:`deduplication rules <data_cleaning/deduplication-rules>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:77
msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Deduplication`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:-1
msgid "Deduplication dashboard in the Data Cleaning application."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:82
msgid "The :guilabel:`RULE` sidebar lists each of the active deduplication rules, and displays the total number of duplicates detected beside each rule."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:85
msgid "By default, the :guilabel:`All` rule is selected. Records are grouped by their rule, with a :guilabel:`Similarity` rating (out of 100%), with the following columns:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:88
msgid ":guilabel:`Created On`: the date and time the original record was created."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:89
msgid ":guilabel:`Name`: the name or title of the original record."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:90
msgid ":guilabel:`Field Values`: the original record's values for the fields used to detect duplicates."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:91
msgid ":guilabel:`Used In`: lists other models referencing the original record."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:92
msgid ":guilabel:`ID`: the original record's unique ID."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:93
msgid ":guilabel:`Is Master`: the duplicates are merged into the *master* record. There can only be **one** master record in a grouping of similar records."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:96
msgid "Select a specific rule in the :guilabel:`RULE` sidebar to filter the duplicate records."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:101
msgid "Merge duplicate records"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:103
msgid "To merge records, first choose a *master* record within the grouping of similar records. The master record acts as the base, at which any additional information from similar records are merged into."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:106
msgid "Optionally, no master record can be set, leaving Odoo to choose a record at random to merge into."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:108
msgid "Next, click the :guilabel:`Merge` button at the top of the similar records grouping. Then, click :guilabel:`Ok` to confirm the merge."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:111
msgid "Once a record is merged, a message is logged in the chatter of the master record, describing the merge. Certain records, like **Project** tasks, are logged in the chatter with a link to the old record as a convenient reference of the merge."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:116
msgid "Discard groupings by clicking the :guilabel:`DISCARD` button. Upon doing so, the grouping is hidden from the list and archived."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:119
msgid "View discarded groupings by selecting the :guilabel:`Discarded` filter from the :ref:`search bar <search/filters>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:125
msgid "Deduplication rules"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:127
msgid "The *Deduplication Rules* set the conditions for how records are detected as duplicates."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:129
msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:134
msgid "The deduplication rules run once every day, by default, as part of a scheduled action cron (*Data Merge: Find Duplicate Records*). However, each rule can be :ref:`ran manually <data_cleaning/run-deduplication-rule>` anytime."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:139
msgid "Modify a deduplication rule"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:141
msgid "Select a default rule to edit, or create a new rule by clicking on the :guilabel:`New` button."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:143
msgid "First, choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:146
msgid "Optionally, configure a :guilabel:`Domain` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:149
msgid "Depending on the selected :guilabel:`Model`, the :guilabel:`Duplicate Removal` field appears. Choose whether to :guilabel:`Archive` or :guilabel:`Delete` merged records."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:152
msgid "Next, select a :guilabel:`Merge Mode`:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:154
msgid ":guilabel:`Manual`: requires each duplicate grouping to be manually merged, also enables the :guilabel:`Notify Users` field."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:156
msgid ":guilabel:`Automatic`: automatically merges duplicate groupings, without notifying users, based on the records with a similarity percentage above the threshold set in the :guilabel:`Similarity Threshold` field."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:160
msgid "Enable the :guilabel:`Active` toggle to start capturing duplicates with this rule as soon as it is saved."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:163
msgid "Lastly, create at least one deduplication rule in the :guilabel:`Deduplication Rules` field, by clicking :guilabel:`Add a line`, under the :guilabel:`Unique ID Field` column."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:166
msgid "Select a field in the model from the :guilabel:`Unique ID Field` drop-down menu. This field is referenced for similar records."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:168
msgid "Select a matching condition in the :guilabel:`Match If` field to apply the deduplication rule, depending on the text in the :guilabel:`Unique ID Field`:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:171
msgid ":guilabel:`Exact Match`: the characters in the text match exactly."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:172
msgid ":guilabel:`Case/Accent Insensitive Match`: the characters in the text match, regardless of casing and language-specific accent differences."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:176
msgid "At least one :guilabel:`Deduplication Rules` must be set for the rule to capture duplicates."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:179
msgid "A few more fields are available for an advanced configuration."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:181
msgid "If on a multi-company database, the :guilabel:`Cross-Company` field is available. When enabled, duplicates across different companies are suggested."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:184
msgid "Activate :ref:`developer-mode` to display the :guilabel:`Suggestion Threshold` field. Duplicates with a similarity below the threshold set in this field are **not** suggested."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:187
msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually <data_cleaning/run-deduplication-rule>` to instantly capture duplicate records."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:193
msgid "Manually run a deduplication rule"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:195
msgid "To manually run a specific deduplication rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`, and select the rule to run."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:198
msgid "Then, on the rule form, select the :guilabel:`Deduplicate` button on the top-left. Upon doing so, the :icon:`fa-clone` :guilabel:`Duplicates` smart button displays the number of duplicates captured."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:201
msgid "Click on the :icon:`fa-clone` :guilabel:`Duplicates` smart button to :ref:`manage these records <data_cleaning/merge-records>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:207
msgid "Recycle records"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:209
msgid "Use the *recycle records* feature to rid the database of old and outdated records."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:211
msgid "The *Field Recycle Records* dashboard displays records that can be archived or deleted, by matching conditions within the records set by the :ref:`recycle record's rules <data_cleaning/recylce-rule>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:214
msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Recycle Records`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:-1
msgid "Field Recycle Records dashboard in the Data Cleaning application."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:219
msgid "The :guilabel:`RECYCLE RULES` sidebar lists each of the active recycle record rules."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:221
msgid "By default, the :guilabel:`All` option is selected. Records are displayed with the following columns:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:224
#: ../../content/applications/productivity/data_cleaning.rst:339
msgid ":guilabel:`Record ID`: the ID of the original record."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:225
#: ../../content/applications/productivity/data_cleaning.rst:340
msgid ":guilabel:`Record Name`: the name or title of the original record."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:227
msgid "Select a specific rule in the :guilabel:`RECYCLE RULES` sidebar to filter the records."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:229
msgid "To recycle records, click the :icon:`fa-check` :guilabel:`Validate` button on the row of the record."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:231
msgid "Upon doing so, the record is recycled, depending on how the rule is configured, to be either archived or deleted from the database."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:235
msgid "Discard groupings by clicking the :icon:`fa-times` :guilabel:`Discard` button. Upon doing so, the record is hidden from the list, and is not detected by the recycle rule again in the future."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:238
msgid "View discarded records by selecting the :guilabel:`Discarded` filter from the :ref:`search bar <search/filters>` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:244
msgid "Recycle record rules"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:246
msgid "The *Recycle Records Rules* set the conditions for how records are recycled."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:248
msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:253
msgid "Recycle rules run once a day, by default, as part of a scheduled action cron (*Data Recycle: Clean Records*). However, each rule can be :ref:`run manually <data-cleaning/run-recycle-rule>` anytime."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:257
msgid "By default, no recycle record rules exist. Click the :guilabel:`New` button to create a new rule."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:259
msgid "On the recycle record rule form, first choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:262
msgid "Optionally, configure a :guilabel:`Filter` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:265
msgid "Next, configure the field and time range for how the rule detects the records to recycle:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:267
msgid ":guilabel:`Time Field`: select a field from the model to base the time (:dfn:`Delta`)."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:268
msgid ":guilabel:`Delta`: type the length of time, which must be a whole number (e.g. `7`)."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:269
msgid ":guilabel:`Delta Unit`: select the unit of time (:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`)."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:272
msgid "Then, select a :guilabel:`Recycle Mode`:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:274
msgid ":guilabel:`Manual`: requires each detected record to be manually recycled, and enables the :guilabel:`Notify Users` field."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:276
msgid ":guilabel:`Automatic`: automatically merges recycled groupings, without notifying users."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:278
msgid "Lastly, select a :guilabel:`Recycle Action` to either :guilabel:`Archive` or :guilabel:`Delete` records. If :guilabel:`Delete` is selected, choose whether or not to :guilabel:`Include Archived` records in the rule."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:282
msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually <data-cleaning/run-recycle-rule>` to instantly capture records to recycle."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:286
msgid "A recycle rule can be configured to delete archived leads and opportunities that were last updated a year ago, and with a specific lost reason, by using the following configuration:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:289
msgid ":guilabel:`Model`: :guilabel:`Lead/Opportunity`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:290
msgid ":guilabel:`Filter`:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:292
msgid "`Active` `is` `not set`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:293
msgid "`Lost Reason` `is in` `Too expensive`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:295
msgid ":guilabel:`Time Field`: :guilabel:`Last Updated on (Lead/Opportunity)`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:296
msgid ":guilabel:`Delta`: `1`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:297
msgid ":guilabel:`Delta Unit`: :guilabel:`Years`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:298
msgid ":guilabel:`Recycle Mode`: :guilabel:`Automatic`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:299
msgid ":guilabel:`Recycle Action`: :guilabel:`Delete`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:300
msgid ":guilabel:`Include Archived`: :icon:`fa-check-square`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:0
msgid "Recycle records rule form for a lead/opportunity."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:308
msgid "Manually run a recycle rule"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:310
msgid "To manually run a specific recycle rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`, and select the rule to run."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:313
msgid "Then, on the rule form, click the :guilabel:`Run Now` button on the top-left. Upon doing so, the :icon:`fa-bars` :guilabel:`Records` smart button displays the number of records captured."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:316
msgid "Click the :icon:`fa-bars` :guilabel:`Records` smart button to :ref:`manage these records <data_cleaning/recycle>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:322
msgid "Field cleaning"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:324
msgid "Use the field cleaning feature to maintain consistent formatting of names, phone numbers, IDs and other fields throughout a database."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:327
msgid "The *Field Cleaning Records* dashboard displays formatting changes to data in fields of a record, to follow a convention set by the field cleaning rules."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:330
msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Field Cleaning`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:-1
msgid "Field Cleaning Records dashboard in the Data Cleaning application."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:335
msgid "The :guilabel:`CLEANING RULES` sidebar lists each of the active cleaning rules."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:337
msgid "By default, the :guilabel:`All` rule is selected. Records are listed with the following columns:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:341
msgid ":guilabel:`Field`: the original record's field that contains the value to format."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:342
msgid ":guilabel:`Current`: the current value in the field of the original record."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:343
msgid ":guilabel:`Suggested`: the suggested formatted value in the field of the original record."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:345
msgid "To clean and format records, click the :icon:`fa-check` :guilabel:`Validate` button on the row of the record."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:348
msgid "Upon doing so, the record is formatted and/or cleaned."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:351
msgid "Discard records by clicking the :icon:`fa-times` :guilabel:`Discard` button. Upon doing so, the record is hidden from the list and will not be detected by the field cleaning rule again in the future."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:355
msgid "View discarded records by selecting the :guilabel:`Discarded` filter from the :ref:`search bar <search/filters>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:361
msgid "Field cleaning rules"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:363
msgid "The *Field Cleaning Rules* set the conditions for fields to be cleaned and/or formatted."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:365
msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Field Cleaning`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:370
msgid "The field cleaning rules run once every day, by default, as part of a scheduled action cron (*Data Cleaning: Clean Records*). However, each rule can be :ref:`ran manually <data-cleaning/run-field-cleaning-rule>` anytime."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:374
msgid "By default, a :guilabel:`Contact` rule exists to format and clean up the **Contacts** app records. Select the :guilabel:`Contact` record to make edits, or select the :guilabel:`New` button to create a new rule."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:378
msgid "On the field cleaning rule form, first choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:381
msgid "Next, configure at least one rule by clicking :guilabel:`Add a line` in the :guilabel:`Rules` section."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:384
msgid "Upon doing so, a :guilabel:`Create Rules` popover window appears with the following fields to configure:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:387
msgid "Select a :guilabel:`Field To Clean` from the model to assign to an action."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:388
msgid "Choose one of the following :guilabel:`Action` options:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:390
msgid ":guilabel:`Trim Spaces` reveals the :guilabel:`Trim` field to select the :guilabel:`All Spaces` or :guilabel:`Superfluous Spaces` option. Leading, trailing, and successive spaces are considered superfluous."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:395
msgid "The contact name `Dr. John Doe` can be formatted with the following :guilabel:`Trim` options:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:398
msgid ":guilabel:`All Spaces`: `DR.JohnDoe`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:399
msgid ":guilabel:`Superfluous Spaces`: `DR. John Doe`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:401
msgid ":guilabel:`Set Type Case` reveals the :guilabel:`Case` field to select either :guilabel:`First Letters to Uppercase`, :guilabel:`All Uppercase`, or :guilabel:`All Lowercase`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:405
msgid "The lead/opportunity title `lumber inc, Lorraine douglas` can be formatted with the following :guilabel:`Case` options:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:408
msgid ":guilabel:`First Letters to Uppercase`: `Lumber Inc, Lorraine Douglas`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:409
msgid ":guilabel:`All Uppercase`: `LUMBER INC, LORRAINE DOUGLAS`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:410
msgid ":guilabel:`All Lowercase`: `lumber inc, lorraine douglas`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:412
msgid ":guilabel:`Format Phone` converts the phone number to an international country format."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:415
msgid "Belgium: `061928374` :icon:`fa-long-arrow-right` `+32 61 92 83 74`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:416
msgid "United States: `800 555-0101` :icon:`fa-long-arrow-right` `+1 800-555-0101`"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:418
msgid ":guilabel:`Scrap HTML` converts :abbr:`HTML (HyperText Markup Language)` to plain text."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:422
msgid "HTML text"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:428
msgid "Plain text"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:433
msgid "Once a field and action are selected, click :guilabel:`Save` to close the :guilabel:`Create Rules` popover window."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:436
msgid "Then, select a :guilabel:`Cleaning Mode`:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:438
msgid ":guilabel:`Manual`: requires each detected field to be manually cleaned and enables the :guilabel:`Notify Users` field."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:440
msgid ":guilabel:`Automatic`: automatically cleans fields without notifying users."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:442
msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually <data-cleaning/run-field-cleaning-rule>` to instantly capture fields to clean."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:448
msgid "Manually run a field cleaning rule"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:450
msgid "To manually run a specific field cleaning rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Field Cleaning`, and select the rule to run."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:453
msgid "Then, on the rule form, select the :guilabel:`Clean` button on the top-left. Upon doing so, the :icon:`fa-bars` :guilabel:`Records` smart button displays the number of records captured."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:456
msgid "Click on the :icon:`fa-bars` :guilabel:`Records` smart button to :ref:`manage these records <data_cleaning/field-cleaning>`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:462
msgid "Merge action manager"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:464
msgid "The *Merge Action Manager* enables or disables the *Merge* action available in the *Actions* menu for models in the database."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:467
msgid "Enable :ref:`developer-mode` and navigate to :menuselection:`Data Cleaning app --> Configuration --> Merge Action Manager`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:470
msgid "Models are listed with the following columns:"
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:472
msgid ":guilabel:`Model`: technical name of the model."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:473
msgid ":guilabel:`Model Description`: display name of the model."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:474
msgid ":guilabel:`Type`: whether the model is of the *Base Object* or *Custom Object* type."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:475
msgid ":guilabel:`Transient Model`: the model handles temporary data that does not need to be stored long-term in the database."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:477
msgid ":guilabel:`Can Be Merged`: enables the *Merge* action for the model."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:479
msgid "To view which models are enabled by default, use the :ref:`search bar <search/filters>` to filter models that :guilabel:`Can Be Merged`."
msgstr ""
#: ../../content/applications/productivity/data_cleaning.rst:483
msgid ":doc:`../essentials/contacts/merge`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:6
msgid "Discuss"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:8
msgid "Odoo **Discuss** is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. **Discuss** enables communication through a persistent chat window that works across applications, or through the dedicated *Discuss* dashboard."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:12
msgid "Upon opening the :menuselection:`Discuss app`, the :guilabel:`Discuss` dashboard appears."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:15
msgid "Inbox, starred, and history"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:17
msgid "Upon opening the :menuselection:`Discuss app`, the *Discuss* dashboard appears."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:19
msgid "On the :guilabel:`Discuss` dashboard, unread messages are visible in the :icon:`fa-inbox` :guilabel:`Inbox`. :icon:`fa-star-o` :guilabel:`Starred` is where starred messages are stored. :icon:`fa-history` :guilabel:`History` shows chatter updates for records in the Odoo database the user has been assigned to, or tagged on."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:25
msgid "Direct messages"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:27
msgid "*Direct messages* allow the user to communicate privately with one or multiple team members. To start a new direct message, click the :icon:`fa-plus` icon, next to :guilabel:`Direct Messages` on the :guilabel:`Discuss` dashboard, and enter the name of the desired person in the :guilabel:`Start a conversation` search bar that appears."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:33
msgid "Multiple names can be selected in the :guilabel:`Start a conversation` search bar. Once all of the names have been entered, press :kbd:`Enter`."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:37
msgid "Direct message actions"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:39
msgid "Hover over a direct message in the chat window to see a menu of actions to take on the message."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:41
msgid ":icon:`oi-smile-add` :guilabel:`(Add a Reaction)`: open a drop-down menu of emojis that can be used to react to the direct message."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:43
msgid ":icon:`fa-reply` :guilabel:`(Reply)`: reply to the direct message in a thread."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:44
msgid ":icon:`fa-star-o` :guilabel:`(Mark as Todo)`: add the message to the :guilabel:`Starred` tab."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:45
msgid ":icon:`fa-ellipsis-h` :guilabel:`(Expand)`: reveals more message actions, including:"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:47
msgid ":icon:`fa-thumb-tack` :guilabel:`Pin`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:48
msgid ":icon:`fa-eye-slash` :guilabel:`Mark as Unread`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:49
msgid ":icon:`fa-pencil` :guilabel:`Edit`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:50
msgid ":icon:`fa-trash` :guilabel:`Delete`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:53
msgid "Conversation actions"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:55
msgid "The icons in the top-right corner of a direct message conversation represent different actions the user can take on that conversation."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:58
msgid "Click :icon:`fa-bell` :guilabel:`Notification Settings` to set up notification preferences for the conversation, or click :icon:`fa-phone` :guilabel:`Start a Call` to begin a meeting. See the :ref:`Meetings <discuss/meetings>` section for more information about meetings."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:62
msgid "At the top of the direct message window, click the name of the direct message to change the group name, and choose to add a description in the adjacent :guilabel:`Add a description` field."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of the conversation actions."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:70
msgid "The :guilabel:`Add a description` field is **only** available for group messages with more than two participants."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:74
msgid "User status"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:76
msgid "It is helpful to see what colleagues are up to, and how quickly they can respond to messages, by checking their status. The status is displayed as a circle in the bottom-right corner of a contact's photo in the :icon:`fa-users` :guilabel:`(Members List)`."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:80
msgid "The color of the circle represents the user's status:"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:82
msgid "Green = online"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:83
msgid "Orange = away"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:84
msgid "White = offline"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:85
msgid "Airplane = out of the office"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:88
msgid "Leave a direct message conversation"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:90
msgid "To leave a direct message conversations, click the :icon:`fa-times` :guilabel:`(Leave this channel)` icon next to the conversation name in the :guilabel:`Direct Messages` section of the sidebar."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:94
msgid "Leaving a conversation does **not** delete the direct messages in the conversation. The direct message conversation's history is visible when another direct message with the same person, or group, is created."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:101
msgid "Meetings"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:103
msgid "In **Discuss**, *Meetings* are video calls. To start a meeting from the :guilabel:`Discuss` dashboard, click :guilabel:`Start a meeting` in the top-left corner, and select who to invite to the meeting, via the :guilabel:`Invite People` drop-down window that appears. To start a meeting from a direct message, click the :icon:`fa-phone` :guilabel:`Start a Call` icon in the top-right corner."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of a Meeting in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:111
msgid "Once a meeting has been started, the following buttons can be used:"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:114
msgid "Icon"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:114
#: ../../content/applications/productivity/knowledge/articles_editing.rst:119
#: ../../content/applications/productivity/knowledge/articles_editing.rst:149
#: ../../content/applications/productivity/knowledge/articles_editing.rst:169
#: ../../content/applications/productivity/knowledge/articles_editing.rst:183
#: ../../content/applications/productivity/knowledge/articles_editing.rst:201
#: ../../content/applications/productivity/knowledge/articles_editing.rst:215
#: ../../content/applications/productivity/knowledge/articles_editing.rst:240
msgid "Use"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:116
msgid ":icon:`fa-microphone`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:116
msgid ":guilabel:`Mute`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:118
msgid ":icon:`fa-microphone-slash`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:118
msgid ":guilabel:`Unmute`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:120
msgid ":icon:`fa-headphones`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:120
msgid ":guilabel:`Deafen`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:122
msgid ":icon:`fa-deaf`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:122
msgid ":guilabel:`Undeafen`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:124
msgid ":icon:`fa-video-camera`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:124
msgid ":guilabel:`Turn camera on/off`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:126
msgid ":icon:`fa-hand-paper-o`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:126
msgid ":guilabel:`Raise Hand`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:128
msgid ":icon:`fa-desktop`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:128
msgid ":guilabel:`Share Screen`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:130
msgid ":icon:`fa-arrows-alt`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:130
msgid ":guilabel:`Enter Full Screen`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:136
msgid "User-specific notification preferences"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:138
msgid "Access user-specific preferences for the **Discuss** app by navigating to :menuselection:`Settings app --> Manage Users`, select a user, then click the :guilabel:`Preferences` tab."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of the Preferences tab for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:144
msgid "By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this setting enabled, a notification email is sent by Odoo every time a message is sent from the chatter of a record, a note is sent with an `@` mention (from the chatter of a record), or a notification is sent for a record the user follows."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:149
msgid "By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the **Discuss** app's *Inbox*."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:153
msgid "Chat from different applications"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:155
msgid "The **Discuss** application enables communication across all of Odoo's applications. To view chats and channels, or start a new message, select the speech bubbles that are consistently present in the upper-right corner of the database header."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "Use Discuss across other applications by clicking the speech bubbles."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:163
msgid ":doc:`discuss/team_communication`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:164
#: ../../content/applications/productivity/discuss/team_communication.rst:114
msgid ":doc:`/applications/essentials/activities`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:165
msgid ":doc:`discuss/ice_servers`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:166
msgid ":doc:`discuss/chatter`"
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:3
msgid "Canned responses"
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:5
msgid "*Canned responses* are customizable inputs where a typed shortcut populates a longer response. A user enters a keyword shortcut, which is then automatically replaced by the expanded substitution response. Canned responses save time by allowing users to use shorthand phrases to populate longer messages. This also limits the possibility of errors when typing out longer messages because these are pre-set messages. This maintains consistency throughout customer interactions."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:11
msgid "Canned responses consist of two main components: the *shortcut* and the *substitution*. The shortcut is the keyword or key phrase that is to be replaced. The substitution is the longer message that replaces the shortcut."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:-1
msgid "A live chat conversation using a canned response."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:19
msgid "Canned responses are available :ref:`to use <discuss/use-cases>` in *Live Chat* conversations, the *Discuss* app, and the *Chatter* composer. This includes direct message conversations, channel conversations, and *WhatsApp* messages."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:26
msgid "Creating canned responses"
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:28
msgid "Canned responses are managed through the *Discuss* application. To create a new canned response, or manage the list of existing responses, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:32
msgid "Then, to create a new canned response, click :guilabel:`New` at the top-left of the list. Doing so reveals a new blank line in the list."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:35
msgid "Canned responses consist of two main components, a *shortcut* the user enters, and the *substitution* that replaces the shortcut."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:-1
msgid "A list of canned responses emphasizing the shortcut and substitution fields."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:42
msgid "Type a shortcut command in the :guilabel:`Shortcut` field. Next, click on the :guilabel:`Substitution` field, and type the message that will replace the shortcut."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:46
msgid "Try to connect the shortcut to the topic of the substitution. Not only does this make it easier to use the responses, it prevents the list of responses from becoming disorganized and overwhelming."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:50
msgid "In the :guilabel:`Description` field, add any information that provides context for this response, such as guidelines for when it should or should not be used."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:53
msgid "The :guilabel:`Created by` field automatically populates with the name of the user that creates a new response. This field cannot be edited."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:56
msgid "To :ref:`share <discuss/sharing-responses>` this response with other users, select one or more groups in the :guilabel:`Authorized Group` field that should have access."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:60
msgid "If the :guilabel:`Authorized Group` field is left blank, the response can **only** be used by the user that created it."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:63
msgid "Canned responses created by the database are automatically credited as created by *OdooBot*. They must be assigned to an *authorized group* before they can be used by **any** users. To view the responses created by *OdooBot*, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`. Click into the :guilabel:`Search..` bar, and remove any filters."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:68
msgid "Lastly, the :guilabel:`Last Used` field keeps track of the date and time each response was most recently used. This field cannot be edited."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:74
msgid "Share responses"
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:76
msgid "Canned responses, by default, are made available **only** to the user who creates them. To make a canned response available for others to use, they need to be shared."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:80
msgid "Users with *Administrator* access rights can view and edit canned responses created by other users through the *Discuss* app. However, they are **only** able to use them if they are included in an authorized group that has been designated on that canned responses item line, located on the :guilabel:`Canned Responses` page."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:85
msgid "Access to shared responses is granted on the :ref:`groups <access-rights/groups>` level."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:87
msgid "To view the *Groups* a user is a member of, first enable :ref:`Developer mode <developer-mode>`, then navigate to :menuselection:`Settings app --> Users & Companies --> Users`. Select a user from the list, and click to open their :guilabel:`User Record`. Then, click the :guilabel:`Groups` smart button at the top of the page."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:93
msgid "To view a list of users in a specific group, first enable :doc:`Developer mode <../../general/developer_mode/>`. Next, navigate to :menuselection:`Settings app --> Users & Companies --> Groups`. Select a group from the list, then click to open the :guilabel:`Group Record`. A list of users is included on the :guilabel:`Users` tab."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:98
msgid "After determining what groups should have access to a response, they **must** :ref:`be added <discuss/created-canned-response>` to the :guilabel:`Authorized Groups` field for each canned response."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:103
msgid "The user who created the response can use it, even if they are not a member of one of the *Authorized Groups*."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:109
msgid "Use a canned response"
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:111
msgid "Canned responses can be used in the *Discuss* app, in a *Live Chat* conversation, or on any record that contains a *Chatter* composer. This includes direct message conversations, channel conversations, and *WhatsApp* messages."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:115
msgid "To use a canned response, type a colon (`:`) into a *Chatter* composer or chat window, followed by the shortcut. Then press :kbd:`Enter`. This replaces the shortcut with the substitution, though the response can still be edited before it is sent."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:120
msgid "Typing `:` in the *Chatter* composer, or chat window, on its own generates a drop-down list of available canned responses. A response can be selected from the list, in addition to the use of shortcuts."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:124
msgid "To search through the list of available responses, type `:`, followed by the first few letters of the shortcut."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:0
msgid "A live chat window with a list of all available canned responses."
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:132
msgid ":doc:`Chatter <chatter>`"
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:133
#: ../../content/applications/productivity/discuss/chatter.rst:421
msgid ":doc:`Discuss <../discuss>`"
msgstr ""
#: ../../content/applications/productivity/discuss/canned_responses.rst:134
msgid ":ref:`Commands and Canned Responses <live-chat/canned-responses>`"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:3
msgid "Chatter"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:8
msgid "The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain traceability, and provide accountability among team members. Chatter windows, known as *composers*, are located on almost every record within the database, and allow users to communicate with both internal users and external contacts."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:13
msgid "Chatter composers also enable users to log notes, upload files, and schedule activities."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:16
msgid "Chatter thread"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:18
msgid "A *chatter thread* can be found on most pages in the database, and serves as a record of the updates and edits made to a record. A note is logged in the chatter thread when a change is made. The note includes details of the change, and a time stamp."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:23
msgid "A user, Mitchell Admin, needs to update the email address of a contact. After they save the changes to the contact record, a note is logged in the chatter of the contact record with the following information:"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:27
msgid "The date when the change occurred."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:28
msgid "The email address as it was previously listed."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:29
msgid "The updated email address."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:0
msgid "A close up of a chatter thread with an update to a contact record."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:35
msgid "If a record was created, or edited, via an imported file, or was otherwise updated through an intervention by the system, the chatter thread creates a log note, and credits the change to OdooBot."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "A close up of a chatter thread of an OdooBot created contact record."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:46
msgid "Add followers"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:48
msgid "A *follower* is a user or contact that is added to a record and is notified when the record is updated, based on specific :ref:`follower subscription settings <discuss/edit-subscription>`. Followers can add themselves, or can be added by another user."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:53
msgid "If a user creates, or is assigned to a record, they are automatically added as a follower."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:55
msgid "To follow a record, navigate to any record with a chatter thread. For example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk app --> Tickets --> All Tickets`, and select a ticket from the list to open it."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:59
msgid "At the top-right, above the chatter composer, click :guilabel:`Follow`. Doing this changes the button to read :guilabel:`Following`. Click it again to :guilabel:`Unfollow`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:63
msgid "Manage followers"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:65
msgid "To add another user, or contact, as a follower, click the |user|. This opens a drop-down list of the current followers. Click :guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:69
msgid "Select one or more contacts from the :guilabel:`Recipients` drop-down list. To notify the contacts, tick the :guilabel:`Send Notification` checkbox. Edit the message template as desired, then click :guilabel:`Add Followers`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:73
msgid "To remove followers, click the |user| to open the current followers list. Find the name of the follower to be removed, and click the :icon:`fa-remove` :guilabel:`(remove)` icon."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:79
msgid "Edit follower subscription"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:81
msgid "The updates a follower receives can vary based on their subscription settings. To see the type of updates a follower is subscribed to, and to edit the list, click the |user|. Find the appropriate follower in the list, then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the :guilabel:`Edit Subscription` pop-up window for the follower."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:86
msgid "The list of available subscription settings varies depending on the record type. For example, a follower of a *Helpdesk* ticket may be informed when the ticket is rated. This option would not be available for the followers of a *CRM* opportunity."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:90
msgid "Tick the checkbox for any updates the follower should receive, and clear the checkbox for any updates they should **not** receive. Click :guilabel:`Apply` when finished."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:97
msgid "The Edit Subscription window on a Helpdesk ticket."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:97
msgid "The Edit Subscription options vary depending on the record type. These are the options for a Helpdesk ticket."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:103
msgid "Log notes"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:105
msgid "The chatter function includes the ability to log internal notes on individual records. These notes are only accessible to internal users, and are available on any records that feature a chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:109
msgid "To log an internal note, first navigate to a record. For example, to open a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click :guilabel:`Log note`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:114
msgid "Enter the note in the chatter composer. To tag an internal user, type `@`, and begin typing the name of the person to tag. Then, select a name from the drop-down menu. Depending on their notification settings, the user is notified by email, or through Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:119
msgid "Outside contacts can also be tagged in an internal log note. The contact then receives an email with the contents of the note they were tagged in, including any attachments added directly to the note. If they respond to the email, their response is logged in the chatter, and they are added to the record as a follower."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:124
msgid "Outside contacts are **not** able to log in to view the entire chatter thread, and are only notified of specific updates, based on their :ref:`follower subscription settings <discuss/edit-subscription>`, or when they are tagged directly."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:131
msgid "Send messages"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:133
msgid "Chatter composers can send messages to outside contacts, without having to leave the database, or open a different application. This makes it easy to communicate with potential customers in the *Sales* and *CRM* applications, or vendors in the *Purchase* app."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:137
msgid "To send a message, first navigate to a record. For example, to send a message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click :guilabel:`Send message`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:143
msgid "Press :command:`Ctrl + Enter` to send a message, instead of using the :guilabel:`Send` button."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:145
msgid "If any :ref:`followers <discuss/add-followers>` have been added to the record, they are added as recipients of the message."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:149
msgid ":ref:`Followers <discuss/add-followers>` of a record are added as recipients of a message automatically. If a follower should **not** receive a message, they must be removed as a follower before the message is sent, or a note is logged."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "A chatter composer preparing to send a message to the followers of a CRM opportunity and\n"
"the customer listed on the opportunity record."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:159
msgid "Expand full composer"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:161
msgid "The chatter composer can be expanded to a larger pop-up window, allowing for additional customizations."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:164
msgid "To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon in the bottom-right corner of the composer window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:171
msgid "A chatter composer with emphasis on the expand icon."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:171
msgid "The expand icon in a chatter composer."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:173
msgid "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit the intended :guilabel:`Recipients` of the message, or add additional recipients. The :guilabel:`Subject` field auto-populates based on the title of the record, though it can be edited, if desired."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:177
msgid "To use an :doc:`email template <../../general/companies/email_template/>` for the message, select it from the drop-down menu in the :guilabel:`Load template` field."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:181
msgid "The number and type of templates available vary, based on the record the message is created from."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:183
msgid "Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the message, then click :guilabel:`Send`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "The expanded full chatter composer in the CRM application."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:191
msgid "Edit sent messages"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:193
msgid "Messages can be edited after they are sent, to fix typos, correct mistakes, or add missing information."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:197
msgid "When messages are edited after they have been sent, an updated message is **not** sent to the recipient."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:200
msgid "To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "The edit message option in a chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:207
msgid "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, press :command:`Escape`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:210
msgid "Users with Admin-level access rights can edit any sent messages. Users without Admin rights can **only** edit messages they created."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:216
msgid "Search messages"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:218
msgid "Chatter threads can become long after a while, because of all the information they contain. To make it easier to find a specific entry, users can search the text of messages and notes for specific keywords."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:222
msgid "First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click the :icon:`oi-search` :guilabel:`(search)` icon to open the search bar."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:227
msgid "Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the search bar. Any messages or notes containing the keyword or phrase entered are listed below the search bar, with the keyword highlighted."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:232
msgid "To be taken directly to a particular message in the chatter thread, hover over the upper-right corner of the result to reveal a :guilabel:`Jump` button. Click this button to be directed to that message's location in the thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:240
msgid "Search results in a chatter thread emphasising the search icon and the jump button."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:240
msgid "Search results in a chatter thread. Hover over the upper-right corner of a result to see the **Jump** option. Click it to be taken directly to that message in the chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:246
msgid "Schedule activities"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:248
msgid "*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any database page that contains a chatter thread, Kanban view, list view, or activities view of an application."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:252
msgid "To schedule an activity through a chatter thread, click the :guilabel:`Activities` button, located at the top of the chatter on any record. On the :guilabel:`Schedule Activity` pop-up window that appears, select an :guilabel:`Activity Type` from the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:257
msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:261
msgid "Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule Activity` pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:264
msgid "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the activity to a different user. Otherwise, the user creating the activity is automatically assigned."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:267
msgid "Add any additional information in the optional :guilabel:`Log a note...` field."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:270
msgid "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates based on the configuration settings for the selected :guilabel:`Activity Type`. However, this date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:274
msgid "Lastly, click one of the following buttons:"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:276
msgid ":guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:277
msgid ":guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, it is automatically marked as completed."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:279
msgid ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens a new activity window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:281
msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:283
msgid "Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`, and are color-coded based on their due date."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:286
msgid "**Red** icons indicate an overdue activity."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:287
msgid "**Yellow** icons indicate an activity with a due date scheduled for the current date."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:288
msgid "**Green** icons indicate an activity with a due date scheduled in the future."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "A chatter thread with planned activities with varying due dates."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:295
msgid "Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned activity to see additional details."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:0
msgid "A detailed view of a planned activity."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:302
msgid "After completing an activity, click :guilabel:`Mark Done` under the activity entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, where additional notes about the activity can be entered. After adding any comments to the pop-up window, click: :guilabel:`Done \\& Schedule Next`, :guilabel:`Done`, or :guilabel:`Discard`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:307
msgid "After the activity is marked complete, an entry with the activity type, title, and any other details that were included in the pop-up window are listed in the chatter."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "A chatter thread with a completed activity, included additional details."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:317
msgid "Attach files"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:319
msgid "Files can be added as attachments in the chatter, either to send with messages, or to include with a record."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:323
msgid "After a file has been added to a chatter thread, it can be downloaded by any user with access to the thread. Click the |paperclip| to make the files header visible, if necessary. Then, click the :icon:`fa-download` :guilabel:`(download)` icon the file to download it."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:327
msgid "To attach a file, click the |paperclip| located at the top of the chatter composer of any record that contains a chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:330
msgid "This opens a file explorer pop-up window. Navigate to the desired file, select it, then click :guilabel:`Open` to add it to the record. Alternatively, files can be dragged and dropped directly onto a chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:334
msgid "After files have been added, they are listed in the chatter thread, under a :guilabel:`Files` heading."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:338
msgid "After at least one file has been added to a chatter record, a new button labeled :guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional files, this is the button that **must** be used, instead of the |paperclip| at the top of the chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:343
msgid "After the :guilabel:`Files` section heading appears in the thread, clicking the |paperclip| no longer opens a file explorer pop-up window. Instead, clicking the |paperclip| toggles the :guilabel:`Files` section from visible to invisible in the chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:0
msgid "A chatter thread with a file attached and the Attach files button added."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:354
msgid "Integrations"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:356
msgid "Beyond the standard features, additional integrations can be enabled to work with the chatter feature, specifically *WhatsApp* and *Google Translate*."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:360
msgid "Before the *WhatsApp* and *Google Translate* integrations can be used with the chatter, they **must** be configured. Step-by-step instructions on how to set-up each of these features can be found in the documentation below:"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:364
#: ../../content/applications/productivity/discuss/chatter.rst:424
msgid ":doc:`WhatsApp <../whatsapp>`"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:365
msgid ":doc:`Google Translate <../../general/integrations/google_translate>`"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:368
#: ../../content/applications/productivity/whatsapp.rst:3
msgid "WhatsApp"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:370
msgid "*WhatsApp* is an instant messaging and voice-over-IP app that allows users to send and receive messages, as well as share content."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:374
msgid "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in the Odoo Community edition. To sign up for an Odoo Enterprise edition, click here: `Odoo Free Trial <https://www.odoo.com/trial>`_."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:378
msgid "After *WhatsApp* has been configured and enabled within a database, a :guilabel:`WhatsApp` button is added above the chatter composer on any applicable record. If one or more approved *WhatsApp* templates are found for that model, clicking this button opens a :guilabel:`Send WhatsApp Message` pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:384
msgid "*WhatsApp* templates **must** be approved before they can be used. See :ref:`WhatsApp templates <productivity/whatsapp/templates>` for more information."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "A send WhatsApp message pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:392
msgid "Google Translate"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:394
msgid "*Google Translate* can be used to translate user-generated text in the Odoo chatter."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:396
msgid "To enable *Google Translate* on a database, an *API key* must first :doc:`be created <../../general/integrations/google_translate>` through the `Google API Console <https://console.developers.google.com/>`_."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:400
msgid "After creating the API key, navigate to the :menuselection:`Settings app --> Discuss section` and paste the key in the :guilabel:`Message Translation` field. Click :guilabel:`Save` to save the changes."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:405
msgid "Translate a chatter message"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:407
msgid "To translate a user's text from another language, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the language set in the :doc:`user's preferences <../../general/users/language/>`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "alt text"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:417
msgid "Using the *Google Translate* API **requires** a current billing account with `Google <https://myaccount.google.com/>`_."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:422
msgid ":doc:`Discuss Channels <../discuss/team_communication/>`"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:423
msgid ":doc:`Activities <../../essentials/activities>`"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:3
msgid "Configure ICE servers with Twilio"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:5
msgid "Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and video calls. If one of the call attendees is behind a symmetric NAT, you need to configure an ICE server to establish a connection to the call attendee. To set up an ICE server, first, create a Twilio account for video calls, and then, connect that Twilio account to Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:11
msgid "Create a Twilio account"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:13
msgid "First, go to `Twilio <https://www.twilio.com>`_ and click :guilabel:`Sign up` to create a new Twilio account. Next, enter your name and email address, create a password, and accept Twilio's terms of service. Then, click :guilabel:`Start your free trial`. Verify your email address with Twilio, as per their instructions."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:18
msgid "Next, enter your phone number into Twilio. Then, Twilio will send you an SMS text message containing a verification code. Enter the verification code into Twilio to verify your phone number."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:22
msgid "After that, Twilio redirects to a welcome page. Use the following list to answer Twilio's questions:"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:25
msgid "For :guilabel:`Which Twilio product are you here to use?`, select :guilabel:`Video`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:26
msgid "For :guilabel:`What do you plan to build with Twilio?`, select :guilabel:`Other`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:27
msgid "For :guilabel:`How do you want to build with Twilio?`, select :guilabel:`With no code at all`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:28
msgid "For :guilabel:`What is your goal today?`, select :guilabel:`3rd party integrations`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "The Twilio welcome page."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:34
msgid "If necessary, change the billing country. Finally, click :guilabel:`Get Started with Twilio`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:37
msgid "Locate the Twilio Account SID and Auth Token"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:39
msgid "To locate the Account SID and Auth Token, go to the Twilio account dashboard. Then, click :guilabel:`Develop` on the sidebar. In the :guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "The Twilio Account SID and Auth Token can be found uner the Account Info section."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:49
msgid "Connect Twilio to Odoo"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:51
msgid "Open the Odoo database and go to :menuselection:`Settings --> General Settings --> Discuss`. Check the box next to :guilabel:`Use Twilio ICE servers` and enter the Twilio account's :guilabel:`Account SID` and :guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these changes."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:61
msgid "Define a list of custom ICE servers"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:63
msgid "This step is not required for the Twilio configuration. However, if Twilio is not configured or is not working at any given moment, Odoo will fall back on the custom ICE servers list. The user must define the list of custom ICE servers."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:67
msgid "In :menuselection:`Settings --> General Settings --> Discuss`, click the :guilabel:`ICE Servers` button under :guilabel:`Custom ICE server list`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "The \"ICE Servers\" button in Odoo General Settings."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:74
msgid "Odoo will redirect to the :guilabel:`ICE servers` page. Here you can define your own list of ICE servers."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "The \"ICE servers\" page in Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:82
msgid "For on-premise instances of Odoo, the package `python3-gevent` is necessary for the Discuss module to run calls/video calls on Ubuntu (Linux) servers."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:3
msgid "Use channels for team communication"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:5
msgid "Use channels in the Odoo *Discuss* app to organize discussions between individual teams, departments, projects, or any other group that requires regular communication. With channels, employees can communicate inside dedicated spaces within the Odoo database around specific topics, updates, and latest developments having to do with the organization."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:11
msgid "Public and private channels"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:13
msgid "A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited to it. To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the :guilabel:`➕ (plus)` icon next to the :guilabel:`Channels` heading in the left-side menu. After typing the name of the channel, two selectable options will appear: The first is a channel with a hashtag (`#`) to indicate that it is a public channel; the second option is a channel with a lock icon (`🔒`) next to it, to indicate that it is a private channel. Select the channel type that best fits the communication needs."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of discuss's sidebar and a channel being created in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:26
msgid "A public channel is best used when many employees need to access information (such as company announcements), whereas a private channel could be used whenever information should be limited to specific groups (such as a specific department)."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:31
msgid "Configuration options"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:33
msgid "The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can be modified by clicking on the channel's settings, represented by a :guilabel:`⚙️ (gear)` icon in the left sidebar menu, next to the channel's name."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of a channel's settings form in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:42
msgid "Privacy and Members tabs"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:44
msgid "Changing :guilabel:`Who can follow the group's activities?` controls which groups can have access to the channel."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:48
msgid "Allowing :guilabel:`Everyone` to follow a private channel lets other users view and join it, as they would a public one."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:51
msgid "When choosing :guilabel:`Invited people only`, specify in the :guilabel:`Members` tab which members should be invited. Inviting members can also be done from the *Discuss* app's main dashboard, by selecting the channel, clicking the *add user* icon in the top-right corner of the dashboard, and finally clicking :guilabel:`Invite to Channel` once all the users have been added."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of Discuss' option to invite members in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:60
msgid "When the :guilabel:`Selected group of users` option is selected, it reveals the ability to add an :guilabel:`Authorized Group`, along with the options to :guilabel:`Auto Subscribe Groups` and :guilabel:`Auto Subscribe Departments`."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:64
msgid "The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:70
msgid "Quick search bar"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:72
msgid "Once at least 20 channels, direct messages, or live chat conversations (if *Live Chat* module is installed on the database) are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed. This feature is a convenient way to filter conversations and quickly find relevant communications."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:81
msgid "Finding channels"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:83
msgid "Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left sidebar, to the right of the :guilabel:`CHANNELS` collapsible menu item. Doing so will lead to a mosaic view containing all the public channels available. Users can join or leave channels on this screen by clicking the :guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel boxes."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:88
msgid "There is also the ability to apply filtering criteria and save them for later use. The :guilabel:`Search...` function accepts wildcards by using the underscore character [ `_` ], and specific searches can be saved by using the :menuselection:`Favorites --> Save Current Search` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of a channel being searched through filters in Odoo Discuss"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:98
msgid "Linking channel in chatter"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:100
msgid "Channels can be linked in the chatter (log note) of a record in Odoo. To do so, simply type: `#` and the channel name. Click or press enter on the *channel* name. Upon logging the note a link to the channel will appear. After clicking on the link a chat window with the channel conversation will pop up in the lower right corner of the screen."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:105
msgid "Users are able to contribute to this group channel (either public or member based) by typing messages in window and pressing *enter*."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "Channel linked in chatter with the channel open on the lower right quadrant."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:113
msgid ":doc:`../discuss`"
msgstr ""
#: ../../content/applications/productivity/documents.rst:3
msgid "Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:5
msgid "**Odoo Documents** allows you to store, view, and manage files within Odoo."
msgstr ""
#: ../../content/applications/productivity/documents.rst:8
msgid "`Odoo Documents: product page <https://www.odoo.com/app/documents>`_"
msgstr ""
#: ../../content/applications/productivity/documents.rst:9
msgid "`Odoo Tutorials: Documents basics [video] <https://www.odoo.com/slides/slide/documents-basics-6841?fullscreen=1>`_"
msgstr ""
#: ../../content/applications/productivity/documents.rst:10
msgid "`Odoo Tutorials: Using Documents with your Accounting App [video] <https://www.odoo.com/slides/slide/accounting-integration-and-workflow-actions-6853?fullscreen=1>`_"
msgstr ""
#: ../../content/applications/productivity/documents.rst:13
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17
#: ../../content/applications/productivity/voip/onsip.rst:33
msgid "Configuration"
msgstr ""
#: ../../content/applications/productivity/documents.rst:15
msgid "By going to :menuselection:`Documents --> Configuration --> Settings`, you can enable the centralization of files attached to a specific area of your activity. For example, by ticking :guilabel:`Human Resources`, your HR documents are automatically available in the HR workspace, while documents related to Payroll are automatically available in the Payroll sub-workspace. You can change the default workspace using the dropdown menu and edit its properties by clicking the :icon:`fa-arrow-right` (:guilabel:`Internal link`) icon."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Enable the centralization of files attached to a specific area of your activity."
msgstr ""
#: ../../content/applications/productivity/documents.rst:26
msgid "If you enable the centralization of your accounting files and documents, it is necessary to click on :guilabel:`Journals` and define each journal independently to allow automatic synchronization."
msgstr ""
#: ../../content/applications/productivity/documents.rst:0
msgid "Enable the centralization of files attached to your accounting."
msgstr ""
#: ../../content/applications/productivity/documents.rst:33
msgid "If you select a new workspace, existing documents are not moved. Only newly created documents will be found under the new workspace."
msgstr ""
#: ../../content/applications/productivity/documents.rst:39
msgid "Workspaces"
msgstr ""
#: ../../content/applications/productivity/documents.rst:41
msgid "Workspaces are hierarchical folders having their own set of :ref:`tags <documents/tags>` and :ref:`actions <documents/workflow-actions>`. Default workspaces exist, but you can create your own by going to :menuselection:`Documents --> Configuration --> Workspaces` and clicking :guilabel:`New`. On the new page, fill in the following information:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:46
msgid ":guilabel:`Name`"
msgstr ""
#: ../../content/applications/productivity/documents.rst:47
msgid ":guilabel:`Parent Workspace`: if you want to create a sub-workspace, select its :guilabel:`Parent Workspace`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:50
msgid "Three tabs are available: :ref:`Tags <documents/tags>`, :ref:`Access Rights <documents/access-rights>`, and :ref:`Description <documents/description>`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:56
#: ../../content/applications/productivity/sign.rst:297
msgid "Tags"
msgstr ""
#: ../../content/applications/productivity/documents.rst:58
msgid "Tags are used within workspaces to add a level of differentiation between documents. They are organized per category, and filters can be used to sort them."
msgstr ""
#: ../../content/applications/productivity/documents.rst:61
msgid "From the :guilabel:`Tags` tab, click :guilabel:`Add a line`, create the :guilabel:`Tag Category`, and :guilabel:`Name` your tags."
msgstr ""
#: ../../content/applications/productivity/documents.rst:65
msgid "The tags of a parent workspace apply to the child workspaces automatically;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:66
msgid "Tags can be created and modified by going to :menuselection:`Documents --> Configuration --> Tags`;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:68
msgid "Tags can also be created or edited by clicking the :icon:`fa-gear` (:guilabel:`gear`) icon on the left panel;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:70
msgid "An :ref:`email alias <documents/upload>` can be used to automatically send received documents to a specific workspace based on the tag assigned."
msgstr ""
#: ../../content/applications/productivity/documents.rst:76
msgid "Access rights"
msgstr ""
#: ../../content/applications/productivity/documents.rst:78
msgid "To manage your workspace access rights, go to the :guilabel:`Access Rights` tab. You can add :guilabel:`Write Groups` that can view, create, and edit the workspace's documents. You can also add :guilabel:`Read Groups` that only view the workspace's documents."
msgstr ""
#: ../../content/applications/productivity/documents.rst:83
msgid "Enable :guilabel:`Own Documents Only` to limit :guilabel:`Read Groups` and :guilabel:`Write Groups` to the documents of which they are owner."
msgstr ""
#: ../../content/applications/productivity/documents.rst:91
msgid "You can add descriptive information to your workspace by going to the :guilabel:`Description` tab."
msgstr ""
#: ../../content/applications/productivity/documents.rst:94
msgid "Workspaces can also be created and edited by clicking the :icon:`fa-gear` (:guilabel:`gear`) icon on the left panel."
msgstr ""
#: ../../content/applications/productivity/documents.rst:100
msgid "Documents management"
msgstr ""
#: ../../content/applications/productivity/documents.rst:102
msgid "When selecting or opening a document, the right panel displays different options, including, for example:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:105
msgid ":icon:`fa-download` (:guilabel:`Download`);"
msgstr ""
#: ../../content/applications/productivity/documents.rst:106
msgid ":icon:`fa-share-alt` (:guilabel:`Share this selection`): a share URL is copied to your clipboard;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:107
msgid ":icon:`fa-retweet` (:guilabel:`Replace`): select a new file to replace the existing one. Scroll down to the bottom of the right panel to see the :guilabel:`History` and :guilabel:`restore`, :guilabel:`download`, or :guilabel:`delete` the document;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:110
msgid ":icon:`fa-unlock` (:guilabel:`Lock`);"
msgstr ""
#: ../../content/applications/productivity/documents.rst:111
msgid ":icon:`fa-scissors` (:ref:`Split <documents/split>`);"
msgstr ""
#: ../../content/applications/productivity/documents.rst:112
msgid ":icon:`fa-comments` (:guilabel:`Open chatter`)."
msgstr ""
#: ../../content/applications/productivity/documents.rst:114
msgid "To modify the name of your file, edit the :guilabel:`Name` field. Click the :icon:`fa-trash` (:guilabel:`Move to trash`) icon to delete your document."
msgstr ""
#: ../../content/applications/productivity/documents.rst:118
msgid "Items moved to the trash are kept for 30 days in the :icon:`fa-trash` :guilabel:`Trash` workspace, after which they are permanently deleted."
msgstr ""
#: ../../content/applications/productivity/documents.rst:121
msgid "A :guilabel:`Contact` or an :guilabel:`Owner` can be assigned. You can also modify the related :guilabel:`Workspace` and add :guilabel:`Tags`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:125
msgid "The :guilabel:`Contact` is a person related to the document who only has read :ref:`access rights <documents/access-rights>` to the document, e.g., an existing supplier in your database;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:128
msgid "The creator of a document is automatically assigned as its :guilabel:`Owner` and is granted full access rights to it. To replace the owner of a document, select the required user from the dropdown list in the :guilabel:`Owner` field."
msgstr ""
#: ../../content/applications/productivity/documents.rst:133
msgid "An employee must be a user and the owner of a document to view it in **My Profile**."
msgstr ""
#: ../../content/applications/productivity/documents.rst:135
msgid "Different :ref:`Actions <documents/workflow-actions>` are available at the bottom of the right panel, depending on the workspace where your document is stored."
msgstr ""
#: ../../content/applications/productivity/documents.rst:141
msgid "Split PDF documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:143
msgid "Select the PDF you want to split, and click the :icon:`fa-scissors` (:guilabel:`scissors`) icon. A new view displays all the pages of the document."
msgstr ""
#: ../../content/applications/productivity/documents.rst:146
msgid "By default, all pages are split when you click :guilabel:`Split`. To remove a split between two pages, click the :icon:`fa-scissors` (:guilabel:`scissors`) icon."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "split your documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:153
msgid "To merge documents from your dashboard, select them and click the :icon:`fa-scissors` (:guilabel:`scissors`) icon. Click on the scissors between the two documents and click :guilabel:`Split` to merge the documents."
msgstr ""
#: ../../content/applications/productivity/documents.rst:158
msgid "Additional features"
msgstr ""
#: ../../content/applications/productivity/documents.rst:160
msgid "Select a workspace and click the :guilabel:`New` button to access additional features:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:163
msgid "Upload"
msgstr ""
#: ../../content/applications/productivity/documents.rst:165
msgid "You can upload any file (max 64MB per file on Odoo Online) to your **Documents** app. Select the workspace where you want to upload your file, click the :guilabel:`New` button, then :icon:`fa-upload` :guilabel:`Upload`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:170
msgid "Request"
msgstr ""
#: ../../content/applications/productivity/documents.rst:172
msgid "You can request files and organize them as documents to remind users to download them."
msgstr ""
#: ../../content/applications/productivity/documents.rst:174
msgid "Select the workspace where the file should be stored, click the :guilabel:`New` button, then :icon:`fa-paper-plane-o` :guilabel:`Request`. Add the :guilabel:`Document Name` and select the person you need it from in the :guilabel:`Request To` field. You can also fill in the :guilabel:`Due Date In`, confirm the :guilabel:`Workspace` the document should belong to, and add :guilabel:`Tags` and a :guilabel:`Message`. Then, click :guilabel:`Request`. A placeholder for the missing document is created in the workspace."
msgstr ""
#: ../../content/applications/productivity/documents.rst:181
msgid "When your document is available, click the placeholder to upload it."
msgstr ""
#: ../../content/applications/productivity/documents.rst:183
msgid "You can see all missing documents by going to the **Activity** view and the :guilabel:`Requested Document` column."
msgstr ""
#: ../../content/applications/productivity/documents.rst:187
msgid "From the :guilabel:`Activity` view, you can send a **reminder email** to users from whom you are expecting a document. Go to the :guilabel:`Requested Document` column and click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, and :guilabel:`Document Request: Reminder`. Click on a date to see the details of a specific request. You can update it by clicking on the :icon:`fa-pencil` (:guilabel:`pen`) icon, :guilabel:`Preview` the content of the reminder email, or :guilabel:`Send Now` to send a reminder email."
msgstr ""
#: ../../content/applications/productivity/documents.rst:0
msgid "send a reminder email from the Activity view"
msgstr ""
#: ../../content/applications/productivity/documents.rst:200
msgid "Link"
msgstr ""
#: ../../content/applications/productivity/documents.rst:202
msgid "To add a link to your documents dashboard, click :icon:`fa-link` :guilabel:`Link`, enter the :guilabel:`URL`, and :guilabel:`Name` it."
msgstr ""
#: ../../content/applications/productivity/documents.rst:208
#: ../../content/applications/productivity/spreadsheet.rst:6
msgid "Spreadsheet"
msgstr ""
#: ../../content/applications/productivity/documents.rst:210
msgid "To create a new :doc:`spreadsheet <spreadsheet>`, select the workspace where the file should be stored, click the :guilabel:`New` button, then :guilabel:`Spreadsheet`. You can create a :guilabel:`Blank spreadsheet` or select an :doc:`existing template <spreadsheet/templates>` to use."
msgstr ""
#: ../../content/applications/productivity/documents.rst:215
msgid "Share"
msgstr ""
#: ../../content/applications/productivity/documents.rst:217
msgid "You can make a document or a workspace accessible to anyone by sharing a URL."
msgstr ""
#: ../../content/applications/productivity/documents.rst:220
msgid "Share a document"
msgstr ""
#: ../../content/applications/productivity/documents.rst:222
msgid "To generate a **share link** to a document, select the document and click the :guilabel:`Share` button."
msgstr ""
#: ../../content/applications/productivity/documents.rst:225
msgid "In the pop-up, you can :guilabel:`Name` the share link, set a validity date by filling in the :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."
msgstr ""
#: ../../content/applications/productivity/documents.rst:229
msgid "Click :guilabel:`Copy Link & Close` to copy the URL to your clipboard."
msgstr ""
#: ../../content/applications/productivity/documents.rst:232
msgid "You can also generate a share URL by selecting the document, going to the right panel, and clicking the :icon:`fa-share-alt` (:guilabel:`Share this selection`) icon."
msgstr ""
#: ../../content/applications/productivity/documents.rst:236
msgid "Share a workspace"
msgstr ""
#: ../../content/applications/productivity/documents.rst:238
msgid "You can share a link to a workspace and allow users to :guilabel:`Download` its content or :guilabel:`Download and Upload` files to it."
msgstr ""
#: ../../content/applications/productivity/documents.rst:241
msgid "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 :guilabel:`Share` button."
msgstr ""
#: ../../content/applications/productivity/documents.rst:245
msgid "In the pop-up, a share :guilabel:`URL` you can :guilabel:`Copy` is displayed. You can :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."
msgstr ""
#: ../../content/applications/productivity/documents.rst:251
msgid "The links added to your workspace using the :ref:`Link <documents/add-a-link>` option cannot be shared and are, therefore, excluded."
msgstr ""
#: ../../content/applications/productivity/documents.rst:253
msgid "When tags are applied to a shared workspace, users can exclusively access the documents associated with those tags."
msgstr ""
#: ../../content/applications/productivity/documents.rst:259
msgid "Files upload"
msgstr ""
#: ../../content/applications/productivity/documents.rst:261
msgid "Toggle the :guilabel:`Allow upload` switch to allow users to upload files to your workspace."
msgstr ""
#: ../../content/applications/productivity/documents.rst:263
msgid "Tick the :guilabel:`Upload by Email` checkbox to enable users to upload documents sent by email in the workspace."
msgstr ""
#: ../../content/applications/productivity/documents.rst:266
msgid "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."
msgstr ""
#: ../../content/applications/productivity/documents.rst:270
msgid "You need to have an alias domain set to be able to upload documents by email. If it isn't existing yet, click :guilabel:`Choose or Configure Email Servers` and create an :ref:`alias domain <email-outbound-alias-domain>`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:273
msgid "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."
msgstr ""
#: ../../content/applications/productivity/documents.rst:276
msgid "Enable :guilabel:`Create a new activity` to automatically create an activity when a document is uploaded. Select the :guilabel:`Activity type` from the dropdown list and set the :guilabel:`Due Date In` field. You can also add a :guilabel:`Summary` and a :guilabel:`Responsible` person assigned to the activity."
msgstr ""
#: ../../content/applications/productivity/documents.rst:282
msgid "Go to :menuselection:`Configuration --> Share & Emails` to see and manage your share links. Select a line and click :guilabel:`Delete` to disable the URL. People who have received this link will no longer be able to access the document(s) or workspace."
msgstr ""
#: ../../content/applications/productivity/documents.rst:289
msgid "Workflow actions"
msgstr ""
#: ../../content/applications/productivity/documents.rst:291
msgid "Workflow actions help manage documents and overall business operations. These are automated actions that can be created and customized for each workspace. With a single click you can, for example, create, move, sign, add tags to a document, and process bills."
msgstr ""
#: ../../content/applications/productivity/documents.rst:295
msgid "When a document meets the set criteria, these workflow actions appear on the right panel."
msgstr ""
#: ../../content/applications/productivity/documents.rst:298
msgid "Create workflow actions"
msgstr ""
#: ../../content/applications/productivity/documents.rst:300
msgid "To update an existing workflow action or create a new one, go to :menuselection:`Documents --> Configuration --> Actions` and click :guilabel:`New`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:304
msgid "An action applies to all **sub-workspaces** under the :guilabel:`Related Workspace` you selected."
msgstr ""
#: ../../content/applications/productivity/documents.rst:307
msgid "Set the conditions"
msgstr ""
#: ../../content/applications/productivity/documents.rst:309
msgid "Define the :guilabel:`Action Name` and then set the conditions that trigger the appearance of the action button on the right-side panel when selecting a file."
msgstr ""
#: ../../content/applications/productivity/documents.rst:312
msgid "There are three basic types of conditions you can set:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:314
msgid ":guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does not contain` conditions, meaning the files *must have* or *must not have* the tags set here;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:317
msgid ":guilabel:`Contact`: the files must be associated with the contact set here;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:319
msgid ":guilabel:`Owner`: the files must be associated with the owner set here."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Example of a workflow action's basic condition in Odoo Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:325
msgid "If you do not set any conditions, the action button appears for all files inside the selected workspace."
msgstr ""
#: ../../content/applications/productivity/documents.rst:329
msgid "Advanced condition type: domain"
msgstr ""
#: ../../content/applications/productivity/documents.rst:332
msgid "It is recommended to have some knowledge of Odoo development to configure *Domain* filters properly."
msgstr ""
#: ../../content/applications/productivity/documents.rst:335
msgid "The :ref:`developer mode <developer-mode>` needs to be activated to enable the :guilabel:`Domain` :guilabel:`Condition type`. Once done, click :guilabel:`New Rule`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:338
msgid "To create a rule, you typically select a :guilabel:`field`, an :guilabel:`operator`, and a :guilabel:`value`. For example, if you want to add a workflow action to all the PDF files inside a workspace, set the :guilabel:`field` to *Mime Type*, the :guilabel:`operator` to *contains*, and the pdf :guilabel:`value`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Example of a workflow action's domain condition in Odoo Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:346
msgid "Click the :icon:`fa-plus` (:guilabel:`Add New Rule`) icon and the :icon:`fa-sitemap` (:guilabel:`Add branch`) icon to add conditions and sub-conditions. You can then specify if your rule should match :guilabel:`all` or :guilabel:`any` conditions. You can also edit the rule directly using the :guilabel:`Code editor`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:352
msgid "Configure the actions"
msgstr ""
#: ../../content/applications/productivity/documents.rst:354
msgid "Go to the :guilabel:`Actions` section to set up your action. You can simultaneously:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:356
msgid "**Move to Workspace**: move the file to any workspace;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:357
msgid "**Create**: create one of the following items attached to the file in your database:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:359
msgid "**Link to record**: create a link between a document and a record from a specific model;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:360
msgid "**Product template**: create a product you can edit directly;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:361
msgid "**Task**: create a Project task you can edit directly;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:362
msgid "**Signature PDF template**: create a new Sign template to send out;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:363
msgid "**PDF to sign**: create a Sign template to sign directly;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:364
msgid "**Applicant**: create a new HR application you can edit directly;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:365
msgid "**Vendor bill**: create a vendor bill using OCR and AI to scrape information from the file content;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:367
msgid "**Customer invoice**: create an invoice using OCR and AI to scrape information from the file;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:368
msgid "**Vendor credit note**: create a vendor credit note using OCR and AI to scrape information from the file;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:370
msgid "**Credit note**: create a customer credit note using OCR and AI to scrape information from the file;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:372
msgid "**Miscellaneous Operations**: create an entry in the Miscellaneous Operations journal;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:373
msgid "**Bank Statement**: import a bank statement;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:374
msgid "**Purchase Receipt**: create a vendor receipt;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:375
msgid "**Expense**: create an HR expense."
msgstr ""
#: ../../content/applications/productivity/documents.rst:377
msgid "**Set Contact**: add a contact to the file, or replace an existing contact with a new one;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:378
msgid "**Set Owner**: add an owner to the file, or replace an existing owner with a new one;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:379
msgid "**Set Tags**: add, remove, and replace any number of tags."
msgstr ""
#: ../../content/applications/productivity/documents.rst:381
msgid "To set up activities related to your actions, go to the :guilabel:`Activities` section:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:383
msgid "**Activities - Mark all as Done**: mark all activities linked to the file as done;"
msgstr ""
#: ../../content/applications/productivity/documents.rst:384
msgid "**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."
msgstr ""
#: ../../content/applications/productivity/documents.rst:388
msgid "Digitize documents with AI and optical character recognition (OCR)"
msgstr ""
#: ../../content/applications/productivity/documents.rst:390
msgid "Documents available in the Finance workspace can be digitized. Select the document to digitize, click :guilabel:`Create Vendor Bill`, :guilabel:`Create Customer Invoice`, or :guilabel:`Create Customer Credit Note`, and then click :guilabel:`Send for Digitization`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:395
msgid ":doc:`AI-powered document digitization <../finance/accounting/vendor_bills/invoice_digitization>`"
msgstr ""
#: ../../content/applications/productivity/knowledge.rst:7
#: ../../content/applications/productivity/knowledge/articles_editing.rst:207
msgid "Knowledge"
msgstr ""
#: ../../content/applications/productivity/knowledge.rst:9
msgid "**Odoo Knowledge** is a multipurpose productivity app that allows internal users to enrich their business knowledge base and provide individually or collaboratively gathered information."
msgstr ""
#: ../../content/applications/productivity/knowledge.rst:12
msgid "The pages on which they gather content are called *articles*. They are mainly composed of a title and a body. The latter is an HTML field containing text, images, links to other articles, records from other models, templates, etc."
msgstr ""
#: ../../content/applications/productivity/knowledge.rst:17
msgid "`Knowledge product page <https://www.odoo.com/app/knowledge>`_"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:3
msgid "Articles editing"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:6
msgid "Add and style content"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:8
msgid "To start adding content, click anywhere on the page. Your cursor is automatically set to write the article's first-level header. Once you are done writing the title, press **enter** on your keyboard to move to the next line."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:-1
msgid "knowledge's user interface"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:17
msgid "Click :guilabel:`Untitled` on the left side of the top bar to automatically match your h1 :dfn:`(First-level header)` title and the article's name. To change the name of your article later, you must do it manually. To do so, click the name on the top bar and proceed to the modification."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:25
msgid "Text editor"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:27
msgid "To stylize the text using the text editor, select the text to format."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:29
msgid "Then, you can:"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:31
msgid "Change the style by clicking :guilabel:`Normal`. Doing so opens a dropdown menu with multiple styles to choose from (:guilabel:`Normal, Code, Header 1 → Header 6, Quote`);"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:33
msgid "Format the text. Click :guilabel:`B` to put it in bold, :guilabel:`I` to put it in italic, :guilabel:`U` to underline, and :guilabel:`S` to strikethrough;"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:35
msgid "Change the font color by clicking :guilabel:`A` or the background color by clicking the **pencil** icon:"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:38
msgid "To choose from a predefined theme color, click :guilabel:`Theme` and select the desired color."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:39
msgid "To customize, click :guilabel:`Solid` and define a color using the wheel, by typing its hex code, or its RGBA values."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:41
msgid "To use a gradient, click :guilabel:`Gradient`, choose a predefined gradient or click :guilabel:`Custom` to create a personalized gradient."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:44
msgid "To change the text's size, click the **size number** and select the desired size;"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:45
msgid "Click the **lists** icons to turn the paragraph into an unordered list, an ordered list, or a checklist;"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:47
msgid "Click the **chain** icon to insert or edit an URL link."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:-1
msgid "Text editor's toolbox"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:53
msgid "To format a whole paragraph, type `/` anywhere in the text. Doing so opens the **powerbox**, which allows:"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:56
msgid "Changing a paragraph into lists (unordered, ordered, checklists)."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:57
msgid "Changing a paragraph into a header (1 → 6), normal text, `code`, or *quotes*."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:60
msgid "Cover pictures"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:62
msgid "You can customize your article by adding a cover picture and an icon. Hover above the h1 title and click :guilabel:`Add Cover`. A pop-up window opens to set a cover picture."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:65
msgid "If your database and your Unsplash account are associated, the cover picture is automatically selected based on the article's name. To modify it, hover over the picture to make the buttons appear, click :guilabel:`Change Cover`, and select another image."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:69
msgid "Retrieve images from different sources:"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:71
msgid "Search the **Unsplash** database."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:72
msgid "Enter a picture's **URL**."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:73
msgid "**Upload** an image from a computer."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:75
msgid "To remove the cover, hover over it to make the buttons appear and click :guilabel:`Remove Cover`."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:78
msgid "To associate Unsplash with your database, please refer to :doc:`/applications/general/integrations/unsplash`."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:80
msgid "The articles are responsive, and so are the cover pictures. As a result, the images cannot be repositioned manually to fit a particular screen, as they automatically resize depending on the device."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:85
msgid "Icons"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:87
msgid "To add an icon, hover above the h1 title and click :guilabel:`Add Icon`. Doing this sets a random emoji automatically. To change it, click it and select one from the emoji window. To remove it, proceed equally and click the red-circled :guilabel:`x`."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:92
msgid "The emoji is also displayed before the corresponding article in the side panel hierarchic tree."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:93
msgid "Click the emoji on the side panel to change it without opening the related article."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:98
msgid "Commands"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:100
msgid "To use a command, type `/` and open the **powerbox**. Type the command's name or select from multiple features to insert blocks, images, files, etc. Some of them, such as `/Image` or `/Article` are common to all the apps, but others are inherent to the knowledge app and cannot be found or used in any other application."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:106
msgid "List of commands"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:108
msgid "Commands are divided into multiple categories depending on their use."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:111
msgid "Structure"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:118
#: ../../content/applications/productivity/knowledge/articles_editing.rst:148
#: ../../content/applications/productivity/knowledge/articles_editing.rst:168
#: ../../content/applications/productivity/knowledge/articles_editing.rst:182
#: ../../content/applications/productivity/knowledge/articles_editing.rst:200
#: ../../content/applications/productivity/knowledge/articles_editing.rst:214
#: ../../content/applications/productivity/knowledge/articles_editing.rst:239
msgid "Command"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:120
msgid ":guilabel:`Bulleted list`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:121
msgid "Create a bulleted list."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:122
msgid ":guilabel:`Numbered list`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:123
msgid "Create a list with numbering."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:124
msgid ":guilabel:`Checklist`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:125
msgid "Track tasks with a checklist."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:126
msgid ":guilabel:`Table`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:127
msgid "Insert a table."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:128
msgid ":guilabel:`Separator`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:129
msgid "Insert an horizontal rule separator."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:130
msgid ":guilabel:`Quote`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:131
msgid "Add a blockquote section."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:132
msgid ":guilabel:`Code`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:133
msgid "Add a code section."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:134
msgid ":guilabel:`2 columns`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:135
msgid "Convert into 2 columns."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:136
msgid ":guilabel:`3 columns`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:137
msgid "Convert into 3 columns."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:138
msgid ":guilabel:`4 columns`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:139
msgid "Convert into 4 columns."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:141
msgid "Format"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:150
msgid ":guilabel:`Heading 1`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:151
msgid "Big section heading."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:152
msgid ":guilabel:`Heading 2`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:153
msgid "Medium section heading."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:154
msgid ":guilabel:`Heading 3`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:155
msgid "Small section heading."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:156
msgid ":guilabel:`Switch direction`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:157
msgid "Switch the text's direction."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:158
#: ../../content/applications/productivity/knowledge/properties.rst:34
msgid ":guilabel:`Text`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:159
msgid "Paragraph block."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:161
msgid "Media"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:170
msgid ":guilabel:`Image`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:171
msgid "Insert an image."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:172
msgid ":guilabel:`Article`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:173
msgid "Link an article."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:175
msgid "Navigation"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:184
msgid ":guilabel:`Link`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:185
msgid "Add a link."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:186
msgid ":guilabel:`Button`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:187
msgid "Add a button."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:188
msgid ":guilabel:`Appointment`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:189
msgid "Add a specific appointment."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:190
msgid ":guilabel:`Calendar`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:191
msgid "Schedule an appointment."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:193
msgid "Widget"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:202
msgid ":guilabel:`3 Stars`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:203
msgid "Insert a rating over 3 stars."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:204
msgid ":guilabel:`5 Stars`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:205
msgid "Insert a rating over 5 stars."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:216
msgid ":guilabel:`Table of Content`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:217
msgid "Add a table of content with the article's headings."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:218
msgid ":guilabel:`Index`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:219
msgid "Show the first level of nested articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:220
msgid ":guilabel:`Outline`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:221
msgid "Show all nested articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:222
msgid ":guilabel:`Item Kanban`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:223
msgid "Insert a kanban view of article items."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:224
msgid ":guilabel:`Item List`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:225
msgid "Insert a list view of article items."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:226
msgid ":guilabel:`File`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:227
msgid "Embed a file that can be downloaded."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:228
msgid ":guilabel:`Template`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:229
msgid "Add a template section that can be inserted in messages, terms & conditions, or description in other applications."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:232
msgid "Basic Blocks"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:241
msgid ":guilabel:`Signature`"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:242
msgid "Insert your signature."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:245
msgid "Content from other apps"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:247
msgid "Knowledge allows to retrieve content views from other applications. To do so, go to the targeted app and create the desired view. Then, click :menuselection:`Favorite --> Insert view in article` and select an article. The view is inserted at the bottom of the selected article."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:252
msgid "To retrieve the view below, we created it by going to :menuselection:`Sales --> Graph icon --> Pie Chart icon` and inserted it by clicking :menuselection:`Favorite --> Insert view in article` and selecting the *Sales Playbook* article."
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:0
msgid "article view from the Sales app"
msgstr ""
#: ../../content/applications/productivity/knowledge/articles_editing.rst:261
msgid "Users who do **not** have access to the view will **not** be able to access it in **Knowledge** even though they have access to the article containing the view."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:3
msgid "Articles management"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:5
msgid "Managing articles effectively is key to maximizing the value of your knowledge resources, whether working on a research project, studying for an exam, or building a knowledge database for your business. Knowledge allows you to fully manage your articles, from :ref:`creation <management/create>` to :ref:`removal <management/remove>`, through :ref:`sharing <management/share>` and :ref:`structure <management/structure>`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:11
msgid "You can find most tools to manage articles by clicking the vertical ellipsis button (:guilabel:`⋮`) at the right side of the top bar. From there, you can move, lock, delete, or duplicate an article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Menu with tools for the management of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:18
msgid "Creation, sharing, and removal of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:23
msgid "Creation"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:25
msgid "To create articles, click the :guilabel:`+ New` button on the right side of the top bar or the :guilabel:`+` button next to a category or another article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:29
msgid "Create private articles quickly with the Alt/Option + C keyboard shortcut."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:34
msgid "Sharing"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:36
msgid "You can share articles with internal or external users. To do so, open the share menu by clicking :guilabel:`Share` in the top-right menu of articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:40
msgid "Invite users"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:42
msgid "To share articles with specific users (internal or external, such as a partner or a customer), click :guilabel:`Invite`. This opens a pop-up window in which you can choose the :guilabel:`Permission` :ref:`(i.e, access rights) <management/categories>` and enter the :guilabel:`Recipients`' name or email."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:47
msgid "You can also restrict a specific user from accessing the article by selecting :guilabel:`No access` permission."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "pop-up window to invite users to access a Knowledge article"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:54
msgid "Share online"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:56
msgid "To share articles **online**, activate the :guilabel:`Share to web` button. Doing so generates a URL link anyone can use to view the article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:59
msgid "Additionally, the share menu displays the default permission for internal members along with all the users who have been granted specific permission."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Sharing menu with URL for online sharing and the list of members."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:68
msgid "Removal"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:70
msgid "To remove an article, you can either **delete** it or **archive** it."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:72
msgid "To delete an article, open it and click the vertical ellipsis button :menuselection:`(⋮) --> Delete`. The article is moved to the trash for 30 days before being permanently deleted. To restore it, click :guilabel:`Open the Trash`, select the article, and click :guilabel:`Restore`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:76
msgid "To archive articles, click :guilabel:`Search`, select the article(s), and click :menuselection:`Action --> Archive --> Archive`. Archived articles are hidden from the search menu. To retrieve an archived article, add a custom filter to display them (:menuselection:`Search --> Filters --> Add Custom Filter`, and set :guilabel:`Active` as :guilabel:`is No`). Then, select the article(s) and go to :menuselection:`Action --> Unarchive`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:85
msgid "Structure of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:87
msgid "Articles are organized into a hierarchical structure wherein the article on top is a parent article, and those underneath are called nested articles. This structure allows the grouping of related articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:91
msgid "To establish this hierarchy, create new articles by clicking the :guilabel:`+` button next to the parent-to-be article, or move existing articles by either dragging and dropping them under the parent-to-be or by clicking the vertical ellipsis button (:guilabel:`⋮`), clicking :guilabel:`Move To` on the toolbox and selecting the article to use as a parent."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:99
msgid "Categories"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:101
msgid "Additionally, articles are divided into four categories that can be found on the left sidebar. These categories give articles default **access rights**."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:104
msgid ":guilabel:`Favorites`: You can set any article you can access as a favorite. To do so, click the star-shaped icon (:guilabel:`★`) in the top-right menu of articles. Marking articles as **favorites** is user-specific and does not affect other users."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:107
msgid ":guilabel:`Workspace`: Articles displayed in that category are available to all internal users. These users have the right to read, modify or share these articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:109
msgid ":guilabel:`Shared`: Articles displayed in that category are those you shared with internal users, external users, or shared with you."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:111
msgid ":guilabel:`Private`: Articles displayed in that category are only available to you."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Categories displayed in the left sidebar of Odoo Knowledge"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:3
msgid "Properties"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:5
msgid "Properties are fields containing data and that can be added to articles by any user with **write** access. These fields are shared between all the child articles and article items under the same parent."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:10
msgid "To be able to add properties, an article must be either a **child article** or an **article item**."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:14
msgid "Add property fields"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:16
msgid "Hover above the first-level header to make the buttons appear. Click :menuselection:`⚙ Add Properties --> Field Type`, select the type and add a default value if needed. To make the fields appear in **kanban views**, check :guilabel:`View in Kanban` as well. To validate and close the property creation window, click anywhere."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:-1
msgid "Dropdown of property fields types"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:25
msgid "The different types assess what the field content can be:"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:32
#: ../../content/applications/productivity/knowledge/properties.rst:58
msgid "Types"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:33
#: ../../content/applications/productivity/knowledge/properties.rst:59
msgid "Uses"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:35
msgid "Allows adding any content with no restriction."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:36
msgid ":guilabel:`Checkbox`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:37
msgid "Add a checkbox."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:38
msgid ":guilabel:`Integer`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:39
msgid "Allows adding integer numbers."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:40
msgid ":guilabel:`Decimal`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:41
msgid "Allows adding any number."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:42
msgid ":guilabel:`Date`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:43
msgid "Allows selecting a date."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:44
msgid ":guilabel:`Date & Time`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:45
msgid "Allows selecting a date and time."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:47
msgid "Some **field types** need to be configured:"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:-1
msgid "property configuration form"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:60
msgid ":guilabel:`Selection`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:61
msgid "Add a drop-down selection menu with restricted values that have been set at the property creation."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:64
msgid "To set it up, click :guilabel:`Add a Value` next to the :guilabel:`Values` field. Enter predetermined values and press **enter** to validate; you can enter as many values as needed. Click anywhere to close the property creation window."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:67
msgid ":guilabel:`Tags`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:68
msgid "Allows creating and applying as many tags as needed."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:70
msgid "To set it up, enter your `new_tag` in the :guilabel:`Tags` field, and press **enter** or click :guilabel:`Create \"new_tag\"`. Click anywhere to close the window. Then, add the tags into the property field. To do so, click the property field and choose from the created tags; enter the tags' name and press **enter**; enter a new tag's name and create a new one on the spot."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:75
msgid ":guilabel:`Many2one`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:76
msgid "Choose from a list of records that result from a model's domain. You can only select one result."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:79
#: ../../content/applications/productivity/knowledge/properties.rst:86
msgid "To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` field, select the model. Match all records by clicking :guilabel:`## Record(s)`, or filter the results by clicking :guilabel:`+ Add Filter` and show the records by clicking :guilabel:`## Record(s)`."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:82
msgid ":guilabel:`Many2many`"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:83
msgid "Choose from a list of records that result from a model's domain. You can select as many results as needed."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:91
msgid "Delete property fields"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:93
msgid "To remove a property, click the **pencil** icon next to the targeted property, then click :menuselection:`Delete --> Delete`."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:97
msgid "Once a property field is deleted, you cannot retrieve it."
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:100
msgid "Hide the property panel"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:102
msgid "To hide the property sidebar panel, click the gear :guilabel:`(⚙)` button."
msgstr ""
#: ../../content/applications/productivity/sign.rst:3
msgid "Sign"
msgstr ""
#: ../../content/applications/productivity/sign.rst:5
msgid "**Odoo Sign** allows you to send, sign, and approve documents online, using electronic signatures."
msgstr ""
#: ../../content/applications/productivity/sign.rst:7
msgid "An **electronic signature** shows a person's agreement to the content of a document. Just like a handwritten signature, the electronic one represents a legal bounding by the terms of the signed document."
msgstr ""
#: ../../content/applications/productivity/sign.rst:11
msgid "With Sign, you can upload any PDF file and add fields to it. These fields can be automatically filled in with the user's details present in your database."
msgstr ""
#: ../../content/applications/productivity/sign.rst:15
msgid "`Odoo Sign: product page <https://www.odoo.com/app/sign>`_"
msgstr ""
#: ../../content/applications/productivity/sign.rst:16
msgid "`Odoo Tutorials: Sign [video] <https://www.odoo.com/slides/sign-61>`_"
msgstr ""
#: ../../content/applications/productivity/sign.rst:19
msgid "Validity of electronic signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:21
msgid "Documents signed via the Sign app are valid electronic signatures in the European Union and the United States of America. They also meet the requirements for electronic signatures in most countries. The legal validity of electronic signatures generated by Odoo depends on your country's legislation. Companies doing business abroad should also consider other countries' electronic signature laws."
msgstr ""
#: ../../content/applications/productivity/sign.rst:28
msgid "The below information has no legal value; it is only provided for general informational purposes. As laws governing electronic signatures rapidly evolve, we cannot guarantee that all information is up-to-date. We advise contacting a local attorney for legal advice regarding electronic signature compliance and validity."
msgstr ""
#: ../../content/applications/productivity/sign.rst:34
msgid "European Union"
msgstr ""
#: ../../content/applications/productivity/sign.rst:36
msgid "The `eIDAS regulation <http://data.europa.eu/eli/reg/2014/910/oj>`_ establishes the framework for electronic signatures in the `27 member states of the European Union <https://europa.eu/european-union/about-eu/countries_en>`_. It distinguishes three types of electronic signatures:"
msgstr ""
#: ../../content/applications/productivity/sign.rst:41
msgid "Simple electronic signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:42
msgid "Advanced electronic signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:43
msgid "Qualified electronic signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:45
msgid "Odoo generates the first type, **simple electronic signatures**; these signatures are legally valid in the EU, as stated in the eIDAS regulation."
msgstr ""
#: ../../content/applications/productivity/sign.rst:48
msgid "Electronic signatures may not be automatically recognized as valid. You may need to bring supporting evidence of a signature's validity. While the Sign app provides a simple electronic signature, some supporting evidence is automatically collected during the signature process, such as:"
msgstr ""
#: ../../content/applications/productivity/sign.rst:53
msgid "Email and SMS validation (if enabled)"
msgstr ""
#: ../../content/applications/productivity/sign.rst:54
msgid "Strong identity proof through itsme® (available in Belgium and the Netherlands)"
msgstr ""
#: ../../content/applications/productivity/sign.rst:55
msgid "Timestamped, IP and geographically traceable access logs to the documents and their associated signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:57
msgid "Document traceability and inalterability (any alteration made to a signed document is detected by Odoo with the use of cryptographic proofs)"
msgstr ""
#: ../../content/applications/productivity/sign.rst:61
msgid ":doc:`Documentation for Germany <sign/germany>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:64
msgid "United States of America"
msgstr ""
#: ../../content/applications/productivity/sign.rst:66
msgid "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) <https://www.fdic.gov/regulations/compliance/manual/10/X-3.1.pdf>`_, at the interstate and international levels, and the `UETA (Uniform Electronic Transactions Act) <https://www.uniformlaws.org/committees/community-home/librarydocuments?communitykey=2c04b76c-2b7d-4399-977e-d5876ba7e034&tab=librarydocuments>`_, at the state level, provide the legal framework for electronic signatures. Note that `Illinois <https://www.ilga.gov/legislation/ilcs/ilcs5.asp?ActID=89&>`_ and `New York <https://its.ny.gov/electronic-signatures-and-records-act-esra>`_ have not adopted the UETA, but similar acts instead."
msgstr ""
#: ../../content/applications/productivity/sign.rst:75
msgid "Overall, to be recognized as valid, electronic signatures have to meet five criteria:"
msgstr ""
#: ../../content/applications/productivity/sign.rst:77
msgid "The signer must show a clear **intent to sign**. For example, using a mouse to draw a signature can show intent. The signer must also have the option to opt out of the electronic document."
msgstr ""
#: ../../content/applications/productivity/sign.rst:79
msgid "The signer must first express or imply their **consent to conduct business electronically**."
msgstr ""
#: ../../content/applications/productivity/sign.rst:80
msgid "**The signature must be clearly attributed**. In Odoo, metadata, such as the signer's IP address, is added to the signature, which can be used as supporting evidence."
msgstr ""
#: ../../content/applications/productivity/sign.rst:82
msgid "**The signature must be associated with the signed document**, for example, by keeping a record detailing how the signature was captured."
msgstr ""
#: ../../content/applications/productivity/sign.rst:84
msgid "Electronically signed documents need to be **retained and stored** by all parties involved; for example, by providing the signer either a fully-executed copy or the possibility to download a copy."
msgstr ""
#: ../../content/applications/productivity/sign.rst:89
msgid "Other countries"
msgstr ""
#: ../../content/applications/productivity/sign.rst:91
msgid ":doc:`Algeria <sign/algeria>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:92
msgid ":doc:`Angola <sign/angola>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:93
msgid ":doc:`Argentina <sign/argentina>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:94
msgid ":doc:`Australia <sign/australia>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:95
msgid ":doc:`Azerbaijan <sign/azerbaijan>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:96
msgid ":doc:`Bangladesh <sign/bangladesh>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:97
msgid ":doc:`Brazil <sign/brazil>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:98
msgid ":doc:`Canada <sign/canada>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:99
msgid ":doc:`Chile <sign/chile>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:100
msgid ":doc:`China <sign/china>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:101
msgid ":doc:`Colombia <sign/colombia>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:102
msgid ":doc:`Dominican Republic <sign/dominican_republic>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:103
msgid ":doc:`Ecuador <sign/ecuador>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:104
msgid ":doc:`Egypt <sign/egypt>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:105
msgid ":doc:`Ethiopia <sign/ethiopia>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:106
msgid ":doc:`Guatemala <sign/guatemala>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:107
msgid ":doc:`Hong Kong <sign/hong_kong>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:108
msgid ":doc:`India <sign/india>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:109
msgid ":doc:`Indonesia <sign/indonesia>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:110
msgid ":doc:`Iran <sign/iran>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:111
msgid ":doc:`Iraq <sign/iraq>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:112
msgid ":doc:`Israel <sign/israel>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:113
msgid ":doc:`Japan <sign/japan>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:114
msgid ":doc:`Kazakhstan <sign/kazakhstan>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:115
msgid ":doc:`Kenya <sign/kenya>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:116
msgid ":doc:`Kuwait <sign/kuwait>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:117
msgid ":doc:`Malaysia <sign/malaysia>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:118
msgid ":doc:`Mexico <sign/mexico>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:119
msgid ":doc:`Morocco <sign/morocco>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:120
msgid ":doc:`New Zealand <sign/new_zealand>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:121
msgid ":doc:`Nigeria <sign/nigeria>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:122
msgid ":doc:`Norway <sign/norway>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:123
msgid ":doc:`Oman <sign/oman>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:124
msgid ":doc:`Pakistan <sign/pakistan>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:125
msgid ":doc:`Peru <sign/peru>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:126
msgid ":doc:`Philippines <sign/philippines>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:127
msgid ":doc:`Qatar <sign/qatar>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:128
msgid ":doc:`Russia <sign/russia>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:129
msgid ":doc:`Saudi Arabia <sign/saudi_arabia>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:130
msgid ":doc:`Singapore <sign/singapore>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:131
msgid ":doc:`South Africa <sign/south_africa>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:132
msgid ":doc:`South Korea <sign/south_korea>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:133
msgid ":doc:`Switzerland <sign/switzerland>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:134
msgid ":doc:`Thailand <sign/thailand>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:135
msgid ":doc:`Turkey <sign/turkey>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:136
msgid ":doc:`Ukraine <sign/ukraine>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:137
msgid ":doc:`United Arab Emirates <sign/united_arab_emirates>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:138
msgid ":doc:`United Kingdom <sign/united_kingdom>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:139
msgid ":doc:`Uzbekistan <sign/uzbekistan>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:140
msgid ":doc:`Vietnam <sign/vietnam>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:143
msgid "Send a document to sign"
msgstr ""
#: ../../content/applications/productivity/sign.rst:146
msgid "One-time signature"
msgstr ""
#: ../../content/applications/productivity/sign.rst:148
msgid "You can click :guilabel:`Upload a PDF to sign` from your dashboard for a one-time signature. Select your document, open it, and drag and drop the required :ref:`fields <sign/fields>` in your document. You can modify the :ref:`role <sign/role>` assigned to a field by clicking on it and selecting the one you want."
msgstr ""
#: ../../content/applications/productivity/sign.rst:153
msgid "When ready, click :guilabel:`Send`, and fill in the required fields. Once sent, your document remains available. Go to :menuselection:`Documents --> All Documents` to see your document and the status of the signatures."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "Signature status"
msgstr ""
#: ../../content/applications/productivity/sign.rst:161
msgid "Validity dates and reminders"
msgstr ""
#: ../../content/applications/productivity/sign.rst:163
msgid "You can set **validity dates** on limited-duration agreement documents or send **automatic email reminders** to obtain signatures on time. From your dashboard, click :guilabel:`Send` on your document. On the new page, go to the :guilabel:`Options` section, fill in the :guilabel:`Valid Until` field, toggle the :guilabel:`Reminder` switch, and click the value to edit the default number of days between reminders."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "Set the number of days between reminders"
msgstr ""
#: ../../content/applications/productivity/sign.rst:173
#: ../../content/applications/productivity/spreadsheet/templates.rst:3
msgid "Templates"
msgstr ""
#: ../../content/applications/productivity/sign.rst:175
msgid "You can create document templates when you have to send the same document several times. From your dashboard, click :guilabel:`Upload a PDF template`. Select the document and add the required :ref:`fields <sign/fields>`. You can modify the :ref:`role <sign/role>` of a field by clicking on it and selecting the one you want."
msgstr ""
#: ../../content/applications/productivity/sign.rst:180
msgid "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your template, define a :guilabel:`Signed Document Workspace`, add :guilabel:`Signed Document Tags`, set a :guilabel:`Redirect Link` that will be available in the signature confirmation message received after the signature, or define :guilabel:`Authorized Users` if you want to restrict the use of your template to specific authorized users or groups."
msgstr ""
#: ../../content/applications/productivity/sign.rst:186
msgid "Your templates are visible by default on your dashboard. You can click :guilabel:`Send` to quickly send a document template to a signer or :guilabel:`Sign Now` if you are ready to sign your document immediately."
msgstr ""
#: ../../content/applications/productivity/sign.rst:191
msgid "You can **create a template from a document that was previously sent**. To do so, go to :menuselection:`Documents --> All Documents`. On the document you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) again, then :guilabel:`Restore`. Your document now appears on your dashboard next to your other templates."
msgstr ""
#: ../../content/applications/productivity/sign.rst:200
msgid "Roles"
msgstr ""
#: ../../content/applications/productivity/sign.rst:202
msgid "Each field in a Sign document is related to a role corresponding to a specific person. When a document is being signed, the person assigned to the role must fill in their assigned fields and sign it."
msgstr ""
#: ../../content/applications/productivity/sign.rst:206
msgid "Roles are available by going to :menuselection:`Sign --> Configuration --> Roles`."
msgstr ""
#: ../../content/applications/productivity/sign.rst:208
msgid "It is possible to update existing roles or to create new roles by clicking on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra Authentication Step` to confirm the identity of the signing person, and if the document can be reassigned to another contact, select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` can also be chosen for the role. This color can help understand which roles are responsible for which field when configuring a template."
msgstr ""
#: ../../content/applications/productivity/sign.rst:216
msgid "Secured identification"
msgstr ""
#: ../../content/applications/productivity/sign.rst:218
msgid "As the owner of a document, you may request an :guilabel:`Extra Authentication Step` through :ref:`SMS verification <sign/sms>` or via :ref:`Itsme® <sign/itsme>` (available in Belgium and the Netherlands). Both authentication options require :ref:`credits <iap/buying_credits>`. If you do not have any credits left, the authentication steps will be skipped."
msgstr ""
#: ../../content/applications/productivity/sign.rst:224
msgid ":doc:`In-App Purchase (IAP) <../essentials/in_app_purchase>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:225
msgid ":doc:`SMS pricing and FAQ <../marketing/sms_marketing/pricing_and_faq>`"
msgstr ""
#: ../../content/applications/productivity/sign.rst:230
msgid "SMS verification"
msgstr ""
#: ../../content/applications/productivity/sign.rst:232
msgid "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the :guilabel:`Extra Authentication Step` column for the role, and select :guilabel:`Unique Code Via SMS`."
msgstr ""
#: ../../content/applications/productivity/sign.rst:236
msgid "Before being able to send SMS Text Messages, you need to register your phone number. To do so, go to :menuselection:`Sign --> Configuration --> Settings` and click :guilabel:`Buy credits` under :guilabel:`Authenticate by SMS`."
msgstr ""
#: ../../content/applications/productivity/sign.rst:240
msgid "Go to the document to sign, add the field for which the SMS verification is required, for example, the :guilabel:`Signature` field, and click :guilabel:`Send`. On the new page, select the :guilabel:`customer` and click :guilabel:`Send`."
msgstr ""
#: ../../content/applications/productivity/sign.rst:244
msgid "The person signing the document fills in the :guilabel:`Signature` field, then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed Document`. A :guilabel:`Final Validation` page pops up where to add their phone number. One-time codes are sent by SMS."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "Add a hash to your document"
msgstr ""
#: ../../content/applications/productivity/sign.rst:252
msgid "This feature is enabled by default."
msgstr ""
#: ../../content/applications/productivity/sign.rst:253
msgid "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this validation step is requested for any field assigned to this role."
msgstr ""
#: ../../content/applications/productivity/sign.rst:259
msgid "Itsme®"
msgstr ""
#: ../../content/applications/productivity/sign.rst:261
msgid "Itsme® authentication can be used to allow signatories to provide their identity using itsme®. This feature is only available in **Belgium** and the **Netherlands**."
msgstr ""
#: ../../content/applications/productivity/sign.rst:264
msgid "The feature can be enabled in :guilabel:`Sign Settings` and applies automatically to the :guilabel:`Customer (identified with itsme®)` role. To enable it for other roles, go to :menuselection:`Sign --> Configuration --> Roles`. Click in the :guilabel:`Extra Authentication Step` column for the role, and select :guilabel:`Via itsme®`."
msgstr ""
#: ../../content/applications/productivity/sign.rst:269
msgid "Go to the document that needs to be signed and add the :guilabel:`Signature` field. Switch to any role configured to use the feature, and click :guilabel:`Validate` and :guilabel:`Send`."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "select customer identified with itsme®"
msgstr ""
#: ../../content/applications/productivity/sign.rst:275
msgid "Upon signing the document, the signer completes the :guilabel:`Signature` field and proceeds by clicking on :guilabel:`Validate & Send Completed Document`, triggering a :guilabel:`Final verification` page where authentication via itsme® is required."
msgstr ""
#: ../../content/applications/productivity/sign.rst:280
msgid "Signatory hash"
msgstr ""
#: ../../content/applications/productivity/sign.rst:282
msgid "Each time someone signs a document, a **hash** - a unique digital signature of the operation - is generated to ensure traceability, integrity, and inalterability. This process guarantees that any changes made after a signature is affixed can be easily detected, maintaining the document's authenticity and security throughout its lifecycle."
msgstr ""
#: ../../content/applications/productivity/sign.rst:287
msgid "A visual security frame displaying the beginning of the hash is added to the signatures. Internal users can hide or show it by turning the :guilabel:`Frame` option on or off when signing the document."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "Adding the visual security frame to a signature."
msgstr ""
#: ../../content/applications/productivity/sign.rst:299
msgid "Tags can be used to categorize and organize documents, allowing users to quickly search for and filter documents based on specific criteria."
msgstr ""
#: ../../content/applications/productivity/sign.rst:302
msgid "You can manage tags by going to :menuselection:`Configuration --> Tags`. To create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag Name` and select a :guilabel:`Color Index` for your tag."
msgstr ""
#: ../../content/applications/productivity/sign.rst:306
msgid "To apply a tag to a document, use the dropdown list available in your document."
msgstr ""
#: ../../content/applications/productivity/sign.rst:309
msgid "You can modify the tags of a signed document by going to :menuselection:`Documents --> All Documents`, clicking the vertical ellipsis (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying your :guilabel:`Tags`."
msgstr ""
#: ../../content/applications/productivity/sign.rst:314
msgid "Sign order"
msgstr ""
#: ../../content/applications/productivity/sign.rst:316
msgid "When a document needs to be signed by different parties, the signing order lets you control the order in which your recipients receive it for signature."
msgstr ""
#: ../../content/applications/productivity/sign.rst:319
msgid "After uploading a PDF with at least two signature fields with two different roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing Order` switch and search for the signer's name or email information to add them. You can decide on the signing order by typing **1** or **2** in the first column."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "Toggle the switch to specify the signing order."
msgstr ""
#: ../../content/applications/productivity/sign.rst:327
msgid "Each recipient receives the signature request notification only once the previous recipient has completed their action."
msgstr ""
#: ../../content/applications/productivity/sign.rst:333
msgid "Field types"
msgstr ""
#: ../../content/applications/productivity/sign.rst:335
msgid "Fields are used in a document to indicate what information must be completed by the signers. You can add fields to your document simply by dragging and dropping them for the left column into your document."
msgstr ""
#: ../../content/applications/productivity/sign.rst:339
msgid "Various field types can be used to sign documents (placeholder, autocompletion, etc.). By configuring your own field types, also known as signature item types, the signing process can be even faster for your customers, partners, and employees."
msgstr ""
#: ../../content/applications/productivity/sign.rst:343
msgid "To create and edit field types, go to :menuselection:`Sign --> Configuration --> Settings --> Edit field types`."
msgstr ""
#: ../../content/applications/productivity/sign.rst:346
msgid "You can select an existing field by clicking on it, or you can :guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, select a :guilabel:`Field Type`:"
msgstr ""
#: ../../content/applications/productivity/sign.rst:349
msgid ":guilabel:`Signature`: users are asked to enter their signature either by drawing it, generating an automatic one based on their name, or uploading a local file (usually an image). Each subsequent :guilabel:`Signature` field type then reuses the data entered in the first field."
msgstr ""
#: ../../content/applications/productivity/sign.rst:352
msgid ":guilabel:`Initial`: users are asked to enter their initials, in a similar way to the :guilabel:`Signature` field."
msgstr ""
#: ../../content/applications/productivity/sign.rst:354
msgid ":guilabel:`Text`: users enter text on a single line."
msgstr ""
#: ../../content/applications/productivity/sign.rst:355
msgid ":guilabel:`Multiline Text`: users enter text on multiple lines."
msgstr ""
#: ../../content/applications/productivity/sign.rst:356
msgid ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or consent)."
msgstr ""
#: ../../content/applications/productivity/sign.rst:357
msgid ":guilabel:`Selection`: users choose a single option from a variety of options."
msgstr ""
#: ../../content/applications/productivity/sign.rst:359
msgid "The :guilabel:`Auto-fill Partner Field` setting is used to automatically fill in a field during the signature process. It uses the value of one of the fields on the contact (`res.partner`) model of the person signing the document. To do so, enter the contact model field's technical name."
msgstr ""
#: ../../content/applications/productivity/sign.rst:364
msgid "To know the technical name of a field, enable developer mode and hover your mouse on the question mark next to the field."
msgstr ""
#: ../../content/applications/productivity/sign.rst:368
msgid "Auto-completed values are suggestions and can be modified as required by the person signing the document."
msgstr ""
#: ../../content/applications/productivity/sign.rst:371
msgid "The size of the fields can also be changed by editing the :guilabel:`Default Width` and :guilabel:`Default Height`. Both sizes are defined as a percentage of the full page expressed as a decimal, with 1 equalling the full page's width or height. By default, the width of new fields you create is set to 15% (0.150) of a full page's width, while their height is set to 1.5% (0.015) of a full page's height."
msgstr ""
#: ../../content/applications/productivity/sign.rst:377
msgid "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-hand side of the user's screen during the signing process to help them understand what the step entails (e.g., \"Sign here\" or “Fill in your birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed inside the field before it is completed."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "Tip and placeholder example in Odoo Sign"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:5
msgid "Odoo Sign legality in Algeria"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Algeria."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:11
msgid "Legal framework for electronic signatures in Algeria"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:13
msgid "In Algeria, electronic signatures are regulated under the `Civil Code <https://www.wipo.int/wipolex/en/legislation/details/14774>`_ and the Law 15 04 of Electronic Signature. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:18
#: ../../content/applications/productivity/sign/angola.rst:17
#: ../../content/applications/productivity/sign/argentina.rst:19
#: ../../content/applications/productivity/sign/australia.rst:19
#: ../../content/applications/productivity/sign/azerbaijan.rst:18
#: ../../content/applications/productivity/sign/bangladesh.rst:18
#: ../../content/applications/productivity/sign/brazil.rst:18
#: ../../content/applications/productivity/sign/canada.rst:18
#: ../../content/applications/productivity/sign/chile.rst:21
#: ../../content/applications/productivity/sign/china.rst:17
#: ../../content/applications/productivity/sign/colombia.rst:17
#: ../../content/applications/productivity/sign/dominican_republic.rst:18
#: ../../content/applications/productivity/sign/ecuador.rst:18
#: ../../content/applications/productivity/sign/egypt.rst:17
#: ../../content/applications/productivity/sign/ethiopia.rst:17
#: ../../content/applications/productivity/sign/germany.rst:19
#: ../../content/applications/productivity/sign/guatemala.rst:17
#: ../../content/applications/productivity/sign/hong_kong.rst:17
#: ../../content/applications/productivity/sign/india.rst:20
#: ../../content/applications/productivity/sign/indonesia.rst:21
#: ../../content/applications/productivity/sign/iran.rst:18
#: ../../content/applications/productivity/sign/iraq.rst:18
#: ../../content/applications/productivity/sign/israel.rst:17
#: ../../content/applications/productivity/sign/japan.rst:18
#: ../../content/applications/productivity/sign/kazakhstan.rst:19
#: ../../content/applications/productivity/sign/kenya.rst:17
#: ../../content/applications/productivity/sign/kuwait.rst:18
#: ../../content/applications/productivity/sign/malaysia.rst:18
#: ../../content/applications/productivity/sign/mexico.rst:19
#: ../../content/applications/productivity/sign/morocco.rst:18
#: ../../content/applications/productivity/sign/new_zealand.rst:18
#: ../../content/applications/productivity/sign/nigeria.rst:18
#: ../../content/applications/productivity/sign/norway.rst:19
#: ../../content/applications/productivity/sign/oman.rst:17
#: ../../content/applications/productivity/sign/pakistan.rst:17
#: ../../content/applications/productivity/sign/peru.rst:19
#: ../../content/applications/productivity/sign/philippines.rst:18
#: ../../content/applications/productivity/sign/qatar.rst:18
#: ../../content/applications/productivity/sign/russia.rst:20
#: ../../content/applications/productivity/sign/saudi_arabia.rst:17
#: ../../content/applications/productivity/sign/singapore.rst:17
#: ../../content/applications/productivity/sign/south_africa.rst:18
#: ../../content/applications/productivity/sign/south_korea.rst:18
#: ../../content/applications/productivity/sign/switzerland.rst:18
#: ../../content/applications/productivity/sign/thailand.rst:17
#: ../../content/applications/productivity/sign/turkey.rst:19
#: ../../content/applications/productivity/sign/ukraine.rst:17
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:20
#: ../../content/applications/productivity/sign/united_kingdom.rst:22
#: ../../content/applications/productivity/sign/uzbekistan.rst:18
#: ../../content/applications/productivity/sign/vietnam.rst:19
msgid "**Legal recognition**: electronic signatures are legally equivalent to handwritten signatures if they meet certain criteria."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:20
#: ../../content/applications/productivity/sign/angola.rst:19
#: ../../content/applications/productivity/sign/argentina.rst:21
#: ../../content/applications/productivity/sign/australia.rst:21
#: ../../content/applications/productivity/sign/azerbaijan.rst:20
#: ../../content/applications/productivity/sign/bangladesh.rst:20
#: ../../content/applications/productivity/sign/brazil.rst:20
#: ../../content/applications/productivity/sign/canada.rst:20
#: ../../content/applications/productivity/sign/chile.rst:23
#: ../../content/applications/productivity/sign/china.rst:19
#: ../../content/applications/productivity/sign/colombia.rst:19
#: ../../content/applications/productivity/sign/dominican_republic.rst:20
#: ../../content/applications/productivity/sign/ecuador.rst:20
#: ../../content/applications/productivity/sign/egypt.rst:19
#: ../../content/applications/productivity/sign/ethiopia.rst:19
#: ../../content/applications/productivity/sign/germany.rst:21
#: ../../content/applications/productivity/sign/guatemala.rst:19
#: ../../content/applications/productivity/sign/hong_kong.rst:19
#: ../../content/applications/productivity/sign/india.rst:22
#: ../../content/applications/productivity/sign/indonesia.rst:23
#: ../../content/applications/productivity/sign/iran.rst:20
#: ../../content/applications/productivity/sign/iraq.rst:20
#: ../../content/applications/productivity/sign/israel.rst:19
#: ../../content/applications/productivity/sign/japan.rst:20
#: ../../content/applications/productivity/sign/kazakhstan.rst:21
#: ../../content/applications/productivity/sign/kenya.rst:19
#: ../../content/applications/productivity/sign/kuwait.rst:20
#: ../../content/applications/productivity/sign/malaysia.rst:20
#: ../../content/applications/productivity/sign/mexico.rst:21
#: ../../content/applications/productivity/sign/morocco.rst:20
#: ../../content/applications/productivity/sign/new_zealand.rst:20
#: ../../content/applications/productivity/sign/nigeria.rst:20
#: ../../content/applications/productivity/sign/norway.rst:21
#: ../../content/applications/productivity/sign/oman.rst:19
#: ../../content/applications/productivity/sign/pakistan.rst:19
#: ../../content/applications/productivity/sign/peru.rst:21
#: ../../content/applications/productivity/sign/philippines.rst:20
#: ../../content/applications/productivity/sign/qatar.rst:20
#: ../../content/applications/productivity/sign/russia.rst:22
#: ../../content/applications/productivity/sign/saudi_arabia.rst:19
#: ../../content/applications/productivity/sign/singapore.rst:19
#: ../../content/applications/productivity/sign/south_africa.rst:20
#: ../../content/applications/productivity/sign/south_korea.rst:20
#: ../../content/applications/productivity/sign/switzerland.rst:20
#: ../../content/applications/productivity/sign/thailand.rst:19
#: ../../content/applications/productivity/sign/turkey.rst:21
#: ../../content/applications/productivity/sign/ukraine.rst:19
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:22
#: ../../content/applications/productivity/sign/united_kingdom.rst:24
#: ../../content/applications/productivity/sign/uzbekistan.rst:20
#: ../../content/applications/productivity/sign/vietnam.rst:21
msgid "**Reliability and security**: electronic signatures must be created with a secure method that can reliably identify the signatory and ensure the integrity of the signed document."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:22
#: ../../content/applications/productivity/sign/ecuador.rst:22
#: ../../content/applications/productivity/sign/kazakhstan.rst:23
#: ../../content/applications/productivity/sign/ukraine.rst:21
msgid "**Qualified electronic signature**: digital signature generated using a digital certificate supplied by a qualified provider."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:26
msgid "How Odoo Sign complies with Algerian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Algeria by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:31
#: ../../content/applications/productivity/sign/angola.rst:33
#: ../../content/applications/productivity/sign/argentina.rst:32
#: ../../content/applications/productivity/sign/australia.rst:30
#: ../../content/applications/productivity/sign/azerbaijan.rst:31
#: ../../content/applications/productivity/sign/bangladesh.rst:31
#: ../../content/applications/productivity/sign/brazil.rst:35
#: ../../content/applications/productivity/sign/canada.rst:33
#: ../../content/applications/productivity/sign/chile.rst:34
#: ../../content/applications/productivity/sign/china.rst:30
#: ../../content/applications/productivity/sign/colombia.rst:33
#: ../../content/applications/productivity/sign/dominican_republic.rst:31
#: ../../content/applications/productivity/sign/ecuador.rst:31
#: ../../content/applications/productivity/sign/egypt.rst:30
#: ../../content/applications/productivity/sign/ethiopia.rst:30
#: ../../content/applications/productivity/sign/germany.rst:32
#: ../../content/applications/productivity/sign/guatemala.rst:30
#: ../../content/applications/productivity/sign/hong_kong.rst:30
#: ../../content/applications/productivity/sign/india.rst:34
#: ../../content/applications/productivity/sign/indonesia.rst:36
#: ../../content/applications/productivity/sign/iran.rst:29
#: ../../content/applications/productivity/sign/iraq.rst:34
#: ../../content/applications/productivity/sign/israel.rst:30
#: ../../content/applications/productivity/sign/japan.rst:31
#: ../../content/applications/productivity/sign/kazakhstan.rst:32
#: ../../content/applications/productivity/sign/kenya.rst:30
#: ../../content/applications/productivity/sign/kuwait.rst:29
#: ../../content/applications/productivity/sign/malaysia.rst:32
#: ../../content/applications/productivity/sign/mexico.rst:33
#: ../../content/applications/productivity/sign/morocco.rst:31
#: ../../content/applications/productivity/sign/new_zealand.rst:31
#: ../../content/applications/productivity/sign/nigeria.rst:29
#: ../../content/applications/productivity/sign/norway.rst:32
#: ../../content/applications/productivity/sign/oman.rst:30
#: ../../content/applications/productivity/sign/pakistan.rst:31
#: ../../content/applications/productivity/sign/peru.rst:33
#: ../../content/applications/productivity/sign/philippines.rst:33
#: ../../content/applications/productivity/sign/qatar.rst:31
#: ../../content/applications/productivity/sign/russia.rst:35
#: ../../content/applications/productivity/sign/saudi_arabia.rst:30
#: ../../content/applications/productivity/sign/singapore.rst:28
#: ../../content/applications/productivity/sign/south_africa.rst:31
#: ../../content/applications/productivity/sign/south_korea.rst:33
#: ../../content/applications/productivity/sign/switzerland.rst:31
#: ../../content/applications/productivity/sign/thailand.rst:28
#: ../../content/applications/productivity/sign/turkey.rst:32
#: ../../content/applications/productivity/sign/ukraine.rst:30
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:33
#: ../../content/applications/productivity/sign/united_kingdom.rst:37
#: ../../content/applications/productivity/sign/uzbekistan.rst:31
#: ../../content/applications/productivity/sign/vietnam.rst:33
msgid "**Secure signature creation**: Odoo Sign utilizes advanced cryptographic techniques to ensure the authenticity and integrity of electronic signatures."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:33
#: ../../content/applications/productivity/sign/angola.rst:35
#: ../../content/applications/productivity/sign/argentina.rst:34
#: ../../content/applications/productivity/sign/australia.rst:32
#: ../../content/applications/productivity/sign/azerbaijan.rst:33
#: ../../content/applications/productivity/sign/bangladesh.rst:33
#: ../../content/applications/productivity/sign/brazil.rst:37
#: ../../content/applications/productivity/sign/canada.rst:35
#: ../../content/applications/productivity/sign/chile.rst:36
#: ../../content/applications/productivity/sign/china.rst:32
#: ../../content/applications/productivity/sign/colombia.rst:35
#: ../../content/applications/productivity/sign/dominican_republic.rst:33
#: ../../content/applications/productivity/sign/ecuador.rst:33
#: ../../content/applications/productivity/sign/egypt.rst:32
#: ../../content/applications/productivity/sign/ethiopia.rst:32
#: ../../content/applications/productivity/sign/germany.rst:34
#: ../../content/applications/productivity/sign/guatemala.rst:32
#: ../../content/applications/productivity/sign/hong_kong.rst:32
#: ../../content/applications/productivity/sign/india.rst:36
#: ../../content/applications/productivity/sign/indonesia.rst:38
#: ../../content/applications/productivity/sign/iran.rst:31
#: ../../content/applications/productivity/sign/iraq.rst:36
#: ../../content/applications/productivity/sign/israel.rst:32
#: ../../content/applications/productivity/sign/japan.rst:33
#: ../../content/applications/productivity/sign/kazakhstan.rst:34
#: ../../content/applications/productivity/sign/kenya.rst:32
#: ../../content/applications/productivity/sign/kuwait.rst:31
#: ../../content/applications/productivity/sign/malaysia.rst:34
#: ../../content/applications/productivity/sign/mexico.rst:35
#: ../../content/applications/productivity/sign/morocco.rst:33
#: ../../content/applications/productivity/sign/new_zealand.rst:33
#: ../../content/applications/productivity/sign/nigeria.rst:31
#: ../../content/applications/productivity/sign/norway.rst:34
#: ../../content/applications/productivity/sign/oman.rst:32
#: ../../content/applications/productivity/sign/pakistan.rst:33
#: ../../content/applications/productivity/sign/peru.rst:35
#: ../../content/applications/productivity/sign/philippines.rst:35
#: ../../content/applications/productivity/sign/qatar.rst:33
#: ../../content/applications/productivity/sign/russia.rst:37
#: ../../content/applications/productivity/sign/saudi_arabia.rst:32
#: ../../content/applications/productivity/sign/singapore.rst:30
#: ../../content/applications/productivity/sign/south_africa.rst:33
#: ../../content/applications/productivity/sign/south_korea.rst:35
#: ../../content/applications/productivity/sign/switzerland.rst:33
#: ../../content/applications/productivity/sign/thailand.rst:30
#: ../../content/applications/productivity/sign/turkey.rst:34
#: ../../content/applications/productivity/sign/ukraine.rst:32
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:35
#: ../../content/applications/productivity/sign/united_kingdom.rst:39
#: ../../content/applications/productivity/sign/uzbekistan.rst:33
#: ../../content/applications/productivity/sign/vietnam.rst:35
msgid "**Third-party signature authenticator**: Odoo Online serves as an independent validation mechanism that adds an extra layer of security to the procurement process."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:35
#: ../../content/applications/productivity/sign/angola.rst:37
#: ../../content/applications/productivity/sign/argentina.rst:36
#: ../../content/applications/productivity/sign/australia.rst:34
#: ../../content/applications/productivity/sign/azerbaijan.rst:35
#: ../../content/applications/productivity/sign/bangladesh.rst:35
#: ../../content/applications/productivity/sign/brazil.rst:39
#: ../../content/applications/productivity/sign/canada.rst:37
#: ../../content/applications/productivity/sign/chile.rst:38
#: ../../content/applications/productivity/sign/china.rst:34
#: ../../content/applications/productivity/sign/colombia.rst:37
#: ../../content/applications/productivity/sign/dominican_republic.rst:35
#: ../../content/applications/productivity/sign/ecuador.rst:35
#: ../../content/applications/productivity/sign/egypt.rst:34
#: ../../content/applications/productivity/sign/ethiopia.rst:34
#: ../../content/applications/productivity/sign/germany.rst:36
#: ../../content/applications/productivity/sign/guatemala.rst:34
#: ../../content/applications/productivity/sign/hong_kong.rst:34
#: ../../content/applications/productivity/sign/india.rst:38
#: ../../content/applications/productivity/sign/indonesia.rst:40
#: ../../content/applications/productivity/sign/iran.rst:33
#: ../../content/applications/productivity/sign/iraq.rst:38
#: ../../content/applications/productivity/sign/israel.rst:34
#: ../../content/applications/productivity/sign/japan.rst:35
#: ../../content/applications/productivity/sign/kazakhstan.rst:36
#: ../../content/applications/productivity/sign/kenya.rst:34
#: ../../content/applications/productivity/sign/kuwait.rst:33
#: ../../content/applications/productivity/sign/malaysia.rst:36
#: ../../content/applications/productivity/sign/mexico.rst:37
#: ../../content/applications/productivity/sign/morocco.rst:35
#: ../../content/applications/productivity/sign/new_zealand.rst:35
#: ../../content/applications/productivity/sign/nigeria.rst:33
#: ../../content/applications/productivity/sign/norway.rst:36
#: ../../content/applications/productivity/sign/oman.rst:34
#: ../../content/applications/productivity/sign/pakistan.rst:35
#: ../../content/applications/productivity/sign/peru.rst:37
#: ../../content/applications/productivity/sign/philippines.rst:37
#: ../../content/applications/productivity/sign/qatar.rst:35
#: ../../content/applications/productivity/sign/russia.rst:39
#: ../../content/applications/productivity/sign/saudi_arabia.rst:34
#: ../../content/applications/productivity/sign/singapore.rst:32
#: ../../content/applications/productivity/sign/south_africa.rst:35
#: ../../content/applications/productivity/sign/south_korea.rst:37
#: ../../content/applications/productivity/sign/switzerland.rst:35
#: ../../content/applications/productivity/sign/thailand.rst:32
#: ../../content/applications/productivity/sign/turkey.rst:36
#: ../../content/applications/productivity/sign/ukraine.rst:34
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:37
#: ../../content/applications/productivity/sign/united_kingdom.rst:41
#: ../../content/applications/productivity/sign/uzbekistan.rst:35
#: ../../content/applications/productivity/sign/vietnam.rst:37
msgid "**Audit trails**: detailed audit logs are maintained to provide evidence of the signing process, including timestamps, IP addresses, and identity verification."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:37
#: ../../content/applications/productivity/sign/angola.rst:39
#: ../../content/applications/productivity/sign/argentina.rst:38
#: ../../content/applications/productivity/sign/australia.rst:36
#: ../../content/applications/productivity/sign/azerbaijan.rst:37
#: ../../content/applications/productivity/sign/bangladesh.rst:37
#: ../../content/applications/productivity/sign/brazil.rst:41
#: ../../content/applications/productivity/sign/canada.rst:39
#: ../../content/applications/productivity/sign/chile.rst:40
#: ../../content/applications/productivity/sign/china.rst:36
#: ../../content/applications/productivity/sign/colombia.rst:39
#: ../../content/applications/productivity/sign/dominican_republic.rst:37
#: ../../content/applications/productivity/sign/ecuador.rst:37
#: ../../content/applications/productivity/sign/egypt.rst:36
#: ../../content/applications/productivity/sign/ethiopia.rst:36
#: ../../content/applications/productivity/sign/germany.rst:38
#: ../../content/applications/productivity/sign/guatemala.rst:36
#: ../../content/applications/productivity/sign/hong_kong.rst:36
#: ../../content/applications/productivity/sign/india.rst:40
#: ../../content/applications/productivity/sign/indonesia.rst:42
#: ../../content/applications/productivity/sign/iran.rst:35
#: ../../content/applications/productivity/sign/iraq.rst:40
#: ../../content/applications/productivity/sign/israel.rst:36
#: ../../content/applications/productivity/sign/japan.rst:37
#: ../../content/applications/productivity/sign/kazakhstan.rst:38
#: ../../content/applications/productivity/sign/kenya.rst:36
#: ../../content/applications/productivity/sign/kuwait.rst:35
#: ../../content/applications/productivity/sign/malaysia.rst:38
#: ../../content/applications/productivity/sign/mexico.rst:39
#: ../../content/applications/productivity/sign/morocco.rst:37
#: ../../content/applications/productivity/sign/new_zealand.rst:37
#: ../../content/applications/productivity/sign/nigeria.rst:35
#: ../../content/applications/productivity/sign/norway.rst:38
#: ../../content/applications/productivity/sign/oman.rst:36
#: ../../content/applications/productivity/sign/pakistan.rst:37
#: ../../content/applications/productivity/sign/peru.rst:39
#: ../../content/applications/productivity/sign/philippines.rst:39
#: ../../content/applications/productivity/sign/qatar.rst:37
#: ../../content/applications/productivity/sign/russia.rst:41
#: ../../content/applications/productivity/sign/saudi_arabia.rst:36
#: ../../content/applications/productivity/sign/singapore.rst:34
#: ../../content/applications/productivity/sign/south_africa.rst:37
#: ../../content/applications/productivity/sign/south_korea.rst:39
#: ../../content/applications/productivity/sign/switzerland.rst:37
#: ../../content/applications/productivity/sign/thailand.rst:34
#: ../../content/applications/productivity/sign/turkey.rst:38
#: ../../content/applications/productivity/sign/ukraine.rst:36
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:39
#: ../../content/applications/productivity/sign/united_kingdom.rst:43
#: ../../content/applications/productivity/sign/uzbekistan.rst:37
#: ../../content/applications/productivity/sign/vietnam.rst:39
msgid "**Cryptographic traceability and immutability**: Odoo Sign ensures that any operation is logged securely. An audit log provides full transparency to all parties while preserving private data."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:39
#: ../../content/applications/productivity/sign/angola.rst:41
#: ../../content/applications/productivity/sign/argentina.rst:40
#: ../../content/applications/productivity/sign/australia.rst:38
#: ../../content/applications/productivity/sign/azerbaijan.rst:39
#: ../../content/applications/productivity/sign/bangladesh.rst:39
#: ../../content/applications/productivity/sign/brazil.rst:43
#: ../../content/applications/productivity/sign/canada.rst:41
#: ../../content/applications/productivity/sign/chile.rst:42
#: ../../content/applications/productivity/sign/china.rst:38
#: ../../content/applications/productivity/sign/colombia.rst:41
#: ../../content/applications/productivity/sign/dominican_republic.rst:39
#: ../../content/applications/productivity/sign/ecuador.rst:39
#: ../../content/applications/productivity/sign/egypt.rst:38
#: ../../content/applications/productivity/sign/ethiopia.rst:38
#: ../../content/applications/productivity/sign/germany.rst:40
#: ../../content/applications/productivity/sign/guatemala.rst:38
#: ../../content/applications/productivity/sign/hong_kong.rst:38
#: ../../content/applications/productivity/sign/india.rst:42
#: ../../content/applications/productivity/sign/indonesia.rst:44
#: ../../content/applications/productivity/sign/iran.rst:37
#: ../../content/applications/productivity/sign/iraq.rst:42
#: ../../content/applications/productivity/sign/israel.rst:38
#: ../../content/applications/productivity/sign/japan.rst:39
#: ../../content/applications/productivity/sign/kazakhstan.rst:40
#: ../../content/applications/productivity/sign/kenya.rst:38
#: ../../content/applications/productivity/sign/kuwait.rst:37
#: ../../content/applications/productivity/sign/malaysia.rst:40
#: ../../content/applications/productivity/sign/mexico.rst:41
#: ../../content/applications/productivity/sign/morocco.rst:39
#: ../../content/applications/productivity/sign/new_zealand.rst:39
#: ../../content/applications/productivity/sign/nigeria.rst:37
#: ../../content/applications/productivity/sign/norway.rst:40
#: ../../content/applications/productivity/sign/oman.rst:38
#: ../../content/applications/productivity/sign/pakistan.rst:39
#: ../../content/applications/productivity/sign/peru.rst:41
#: ../../content/applications/productivity/sign/philippines.rst:41
#: ../../content/applications/productivity/sign/qatar.rst:39
#: ../../content/applications/productivity/sign/russia.rst:43
#: ../../content/applications/productivity/sign/saudi_arabia.rst:38
#: ../../content/applications/productivity/sign/singapore.rst:36
#: ../../content/applications/productivity/sign/south_africa.rst:39
#: ../../content/applications/productivity/sign/south_korea.rst:41
#: ../../content/applications/productivity/sign/switzerland.rst:39
#: ../../content/applications/productivity/sign/thailand.rst:36
#: ../../content/applications/productivity/sign/turkey.rst:40
#: ../../content/applications/productivity/sign/ukraine.rst:38
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:41
#: ../../content/applications/productivity/sign/united_kingdom.rst:45
#: ../../content/applications/productivity/sign/uzbekistan.rst:39
#: ../../content/applications/productivity/sign/vietnam.rst:41
msgid "**Multiple authentication means**: authentication by SMS, email, geoIP or handwritten electronic signature."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:43
#: ../../content/applications/productivity/sign/angola.rst:45
#: ../../content/applications/productivity/sign/argentina.rst:44
#: ../../content/applications/productivity/sign/australia.rst:42
#: ../../content/applications/productivity/sign/azerbaijan.rst:43
#: ../../content/applications/productivity/sign/bangladesh.rst:43
#: ../../content/applications/productivity/sign/brazil.rst:47
#: ../../content/applications/productivity/sign/canada.rst:45
#: ../../content/applications/productivity/sign/chile.rst:46
#: ../../content/applications/productivity/sign/china.rst:42
#: ../../content/applications/productivity/sign/colombia.rst:45
#: ../../content/applications/productivity/sign/dominican_republic.rst:43
#: ../../content/applications/productivity/sign/ecuador.rst:43
#: ../../content/applications/productivity/sign/egypt.rst:42
#: ../../content/applications/productivity/sign/ethiopia.rst:42
#: ../../content/applications/productivity/sign/germany.rst:44
#: ../../content/applications/productivity/sign/guatemala.rst:42
#: ../../content/applications/productivity/sign/hong_kong.rst:42
#: ../../content/applications/productivity/sign/india.rst:46
#: ../../content/applications/productivity/sign/indonesia.rst:48
#: ../../content/applications/productivity/sign/iran.rst:41
#: ../../content/applications/productivity/sign/iraq.rst:46
#: ../../content/applications/productivity/sign/israel.rst:42
#: ../../content/applications/productivity/sign/japan.rst:43
#: ../../content/applications/productivity/sign/kazakhstan.rst:44
#: ../../content/applications/productivity/sign/kenya.rst:42
#: ../../content/applications/productivity/sign/kuwait.rst:41
#: ../../content/applications/productivity/sign/malaysia.rst:44
#: ../../content/applications/productivity/sign/mexico.rst:45
#: ../../content/applications/productivity/sign/morocco.rst:43
#: ../../content/applications/productivity/sign/new_zealand.rst:43
#: ../../content/applications/productivity/sign/nigeria.rst:41
#: ../../content/applications/productivity/sign/norway.rst:44
#: ../../content/applications/productivity/sign/oman.rst:42
#: ../../content/applications/productivity/sign/pakistan.rst:43
#: ../../content/applications/productivity/sign/peru.rst:45
#: ../../content/applications/productivity/sign/philippines.rst:45
#: ../../content/applications/productivity/sign/qatar.rst:43
#: ../../content/applications/productivity/sign/russia.rst:47
#: ../../content/applications/productivity/sign/saudi_arabia.rst:42
#: ../../content/applications/productivity/sign/singapore.rst:40
#: ../../content/applications/productivity/sign/south_africa.rst:43
#: ../../content/applications/productivity/sign/south_korea.rst:45
#: ../../content/applications/productivity/sign/switzerland.rst:43
#: ../../content/applications/productivity/sign/thailand.rst:40
#: ../../content/applications/productivity/sign/turkey.rst:44
#: ../../content/applications/productivity/sign/ukraine.rst:42
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:45
#: ../../content/applications/productivity/sign/united_kingdom.rst:49
#: ../../content/applications/productivity/sign/uzbekistan.rst:43
#: ../../content/applications/productivity/sign/vietnam.rst:45
msgid "Types of documents you can sign with Odoo Sign"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:45
#: ../../content/applications/productivity/sign/angola.rst:47
#: ../../content/applications/productivity/sign/argentina.rst:46
#: ../../content/applications/productivity/sign/australia.rst:44
#: ../../content/applications/productivity/sign/azerbaijan.rst:45
#: ../../content/applications/productivity/sign/bangladesh.rst:45
#: ../../content/applications/productivity/sign/brazil.rst:49
#: ../../content/applications/productivity/sign/canada.rst:47
#: ../../content/applications/productivity/sign/chile.rst:48
#: ../../content/applications/productivity/sign/china.rst:44
#: ../../content/applications/productivity/sign/colombia.rst:47
#: ../../content/applications/productivity/sign/dominican_republic.rst:45
#: ../../content/applications/productivity/sign/ecuador.rst:45
#: ../../content/applications/productivity/sign/egypt.rst:44
#: ../../content/applications/productivity/sign/ethiopia.rst:44
#: ../../content/applications/productivity/sign/germany.rst:46
#: ../../content/applications/productivity/sign/guatemala.rst:44
#: ../../content/applications/productivity/sign/hong_kong.rst:44
#: ../../content/applications/productivity/sign/india.rst:48
#: ../../content/applications/productivity/sign/indonesia.rst:50
#: ../../content/applications/productivity/sign/iran.rst:43
#: ../../content/applications/productivity/sign/iraq.rst:48
#: ../../content/applications/productivity/sign/israel.rst:44
#: ../../content/applications/productivity/sign/japan.rst:45
#: ../../content/applications/productivity/sign/kazakhstan.rst:46
#: ../../content/applications/productivity/sign/kenya.rst:44
#: ../../content/applications/productivity/sign/kuwait.rst:43
#: ../../content/applications/productivity/sign/malaysia.rst:46
#: ../../content/applications/productivity/sign/mexico.rst:47
#: ../../content/applications/productivity/sign/morocco.rst:45
#: ../../content/applications/productivity/sign/new_zealand.rst:45
#: ../../content/applications/productivity/sign/nigeria.rst:43
#: ../../content/applications/productivity/sign/norway.rst:46
#: ../../content/applications/productivity/sign/oman.rst:44
#: ../../content/applications/productivity/sign/pakistan.rst:45
#: ../../content/applications/productivity/sign/peru.rst:47
#: ../../content/applications/productivity/sign/philippines.rst:47
#: ../../content/applications/productivity/sign/qatar.rst:45
#: ../../content/applications/productivity/sign/russia.rst:49
#: ../../content/applications/productivity/sign/saudi_arabia.rst:44
#: ../../content/applications/productivity/sign/singapore.rst:42
#: ../../content/applications/productivity/sign/south_africa.rst:45
#: ../../content/applications/productivity/sign/south_korea.rst:47
#: ../../content/applications/productivity/sign/switzerland.rst:45
#: ../../content/applications/productivity/sign/thailand.rst:42
#: ../../content/applications/productivity/sign/turkey.rst:46
#: ../../content/applications/productivity/sign/ukraine.rst:44
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:47
#: ../../content/applications/productivity/sign/united_kingdom.rst:51
#: ../../content/applications/productivity/sign/uzbekistan.rst:45
#: ../../content/applications/productivity/sign/vietnam.rst:47
msgid "Odoo Sign is versatile and can be used for a wide range of documents, including but not limited to:"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:47
#: ../../content/applications/productivity/sign/angola.rst:49
#: ../../content/applications/productivity/sign/argentina.rst:48
#: ../../content/applications/productivity/sign/australia.rst:46
#: ../../content/applications/productivity/sign/azerbaijan.rst:47
#: ../../content/applications/productivity/sign/bangladesh.rst:47
#: ../../content/applications/productivity/sign/brazil.rst:51
#: ../../content/applications/productivity/sign/canada.rst:49
#: ../../content/applications/productivity/sign/chile.rst:50
#: ../../content/applications/productivity/sign/china.rst:46
#: ../../content/applications/productivity/sign/colombia.rst:49
#: ../../content/applications/productivity/sign/dominican_republic.rst:47
#: ../../content/applications/productivity/sign/ecuador.rst:47
#: ../../content/applications/productivity/sign/egypt.rst:46
#: ../../content/applications/productivity/sign/ethiopia.rst:46
#: ../../content/applications/productivity/sign/germany.rst:48
#: ../../content/applications/productivity/sign/guatemala.rst:46
#: ../../content/applications/productivity/sign/hong_kong.rst:46
#: ../../content/applications/productivity/sign/india.rst:50
#: ../../content/applications/productivity/sign/indonesia.rst:52
#: ../../content/applications/productivity/sign/iran.rst:45
#: ../../content/applications/productivity/sign/iraq.rst:50
#: ../../content/applications/productivity/sign/israel.rst:46
#: ../../content/applications/productivity/sign/japan.rst:47
#: ../../content/applications/productivity/sign/kazakhstan.rst:48
#: ../../content/applications/productivity/sign/kenya.rst:46
#: ../../content/applications/productivity/sign/kuwait.rst:45
#: ../../content/applications/productivity/sign/malaysia.rst:48
#: ../../content/applications/productivity/sign/mexico.rst:49
#: ../../content/applications/productivity/sign/morocco.rst:47
#: ../../content/applications/productivity/sign/new_zealand.rst:47
#: ../../content/applications/productivity/sign/nigeria.rst:45
#: ../../content/applications/productivity/sign/norway.rst:48
#: ../../content/applications/productivity/sign/oman.rst:46
#: ../../content/applications/productivity/sign/pakistan.rst:47
#: ../../content/applications/productivity/sign/peru.rst:49
#: ../../content/applications/productivity/sign/philippines.rst:49
#: ../../content/applications/productivity/sign/qatar.rst:47
#: ../../content/applications/productivity/sign/russia.rst:51
#: ../../content/applications/productivity/sign/saudi_arabia.rst:46
#: ../../content/applications/productivity/sign/singapore.rst:44
#: ../../content/applications/productivity/sign/south_africa.rst:47
#: ../../content/applications/productivity/sign/south_korea.rst:49
#: ../../content/applications/productivity/sign/switzerland.rst:47
#: ../../content/applications/productivity/sign/thailand.rst:44
#: ../../content/applications/productivity/sign/turkey.rst:48
#: ../../content/applications/productivity/sign/ukraine.rst:46
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:49
#: ../../content/applications/productivity/sign/united_kingdom.rst:53
#: ../../content/applications/productivity/sign/uzbekistan.rst:47
#: ../../content/applications/productivity/sign/vietnam.rst:49
msgid "**Contracts and agreements**: business contracts, employment agreements, and service contracts."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:48
#: ../../content/applications/productivity/sign/angola.rst:50
#: ../../content/applications/productivity/sign/argentina.rst:49
#: ../../content/applications/productivity/sign/australia.rst:47
#: ../../content/applications/productivity/sign/azerbaijan.rst:48
#: ../../content/applications/productivity/sign/bangladesh.rst:48
#: ../../content/applications/productivity/sign/brazil.rst:52
#: ../../content/applications/productivity/sign/canada.rst:50
#: ../../content/applications/productivity/sign/chile.rst:51
#: ../../content/applications/productivity/sign/china.rst:47
#: ../../content/applications/productivity/sign/colombia.rst:50
#: ../../content/applications/productivity/sign/dominican_republic.rst:48
#: ../../content/applications/productivity/sign/ecuador.rst:48
#: ../../content/applications/productivity/sign/egypt.rst:47
#: ../../content/applications/productivity/sign/ethiopia.rst:47
#: ../../content/applications/productivity/sign/germany.rst:49
#: ../../content/applications/productivity/sign/guatemala.rst:47
#: ../../content/applications/productivity/sign/hong_kong.rst:47
#: ../../content/applications/productivity/sign/india.rst:51
#: ../../content/applications/productivity/sign/indonesia.rst:53
#: ../../content/applications/productivity/sign/iran.rst:46
#: ../../content/applications/productivity/sign/iraq.rst:51
#: ../../content/applications/productivity/sign/israel.rst:47
#: ../../content/applications/productivity/sign/japan.rst:48
#: ../../content/applications/productivity/sign/kazakhstan.rst:49
#: ../../content/applications/productivity/sign/kenya.rst:47
#: ../../content/applications/productivity/sign/kuwait.rst:46
#: ../../content/applications/productivity/sign/malaysia.rst:49
#: ../../content/applications/productivity/sign/mexico.rst:50
#: ../../content/applications/productivity/sign/morocco.rst:48
#: ../../content/applications/productivity/sign/new_zealand.rst:48
#: ../../content/applications/productivity/sign/nigeria.rst:46
#: ../../content/applications/productivity/sign/norway.rst:49
#: ../../content/applications/productivity/sign/oman.rst:47
#: ../../content/applications/productivity/sign/pakistan.rst:48
#: ../../content/applications/productivity/sign/peru.rst:50
#: ../../content/applications/productivity/sign/philippines.rst:50
#: ../../content/applications/productivity/sign/qatar.rst:48
#: ../../content/applications/productivity/sign/russia.rst:52
#: ../../content/applications/productivity/sign/saudi_arabia.rst:47
#: ../../content/applications/productivity/sign/singapore.rst:45
#: ../../content/applications/productivity/sign/south_africa.rst:48
#: ../../content/applications/productivity/sign/south_korea.rst:50
#: ../../content/applications/productivity/sign/switzerland.rst:48
#: ../../content/applications/productivity/sign/thailand.rst:45
#: ../../content/applications/productivity/sign/turkey.rst:49
#: ../../content/applications/productivity/sign/ukraine.rst:47
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:50
#: ../../content/applications/productivity/sign/united_kingdom.rst:54
#: ../../content/applications/productivity/sign/uzbekistan.rst:48
#: ../../content/applications/productivity/sign/vietnam.rst:50
msgid "**Financial documents**: loan agreements, investment documents, and financial reports."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:49
#: ../../content/applications/productivity/sign/angola.rst:51
#: ../../content/applications/productivity/sign/argentina.rst:50
#: ../../content/applications/productivity/sign/australia.rst:48
#: ../../content/applications/productivity/sign/azerbaijan.rst:49
#: ../../content/applications/productivity/sign/bangladesh.rst:49
#: ../../content/applications/productivity/sign/brazil.rst:53
#: ../../content/applications/productivity/sign/canada.rst:51
#: ../../content/applications/productivity/sign/chile.rst:52
#: ../../content/applications/productivity/sign/china.rst:48
#: ../../content/applications/productivity/sign/colombia.rst:51
#: ../../content/applications/productivity/sign/dominican_republic.rst:49
#: ../../content/applications/productivity/sign/ecuador.rst:49
#: ../../content/applications/productivity/sign/egypt.rst:48
#: ../../content/applications/productivity/sign/ethiopia.rst:48
#: ../../content/applications/productivity/sign/germany.rst:50
#: ../../content/applications/productivity/sign/guatemala.rst:48
#: ../../content/applications/productivity/sign/hong_kong.rst:48
#: ../../content/applications/productivity/sign/india.rst:52
#: ../../content/applications/productivity/sign/indonesia.rst:54
#: ../../content/applications/productivity/sign/iran.rst:47
#: ../../content/applications/productivity/sign/iraq.rst:52
#: ../../content/applications/productivity/sign/israel.rst:48
#: ../../content/applications/productivity/sign/japan.rst:49
#: ../../content/applications/productivity/sign/kazakhstan.rst:50
#: ../../content/applications/productivity/sign/kenya.rst:48
#: ../../content/applications/productivity/sign/kuwait.rst:47
#: ../../content/applications/productivity/sign/malaysia.rst:50
#: ../../content/applications/productivity/sign/mexico.rst:51
#: ../../content/applications/productivity/sign/morocco.rst:49
#: ../../content/applications/productivity/sign/new_zealand.rst:49
#: ../../content/applications/productivity/sign/nigeria.rst:47
#: ../../content/applications/productivity/sign/norway.rst:50
#: ../../content/applications/productivity/sign/oman.rst:48
#: ../../content/applications/productivity/sign/pakistan.rst:49
#: ../../content/applications/productivity/sign/peru.rst:51
#: ../../content/applications/productivity/sign/philippines.rst:51
#: ../../content/applications/productivity/sign/qatar.rst:49
#: ../../content/applications/productivity/sign/russia.rst:53
#: ../../content/applications/productivity/sign/saudi_arabia.rst:48
#: ../../content/applications/productivity/sign/singapore.rst:46
#: ../../content/applications/productivity/sign/south_africa.rst:49
#: ../../content/applications/productivity/sign/south_korea.rst:51
#: ../../content/applications/productivity/sign/switzerland.rst:49
#: ../../content/applications/productivity/sign/thailand.rst:46
#: ../../content/applications/productivity/sign/turkey.rst:50
#: ../../content/applications/productivity/sign/ukraine.rst:48
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:51
#: ../../content/applications/productivity/sign/united_kingdom.rst:55
#: ../../content/applications/productivity/sign/uzbekistan.rst:49
#: ../../content/applications/productivity/sign/vietnam.rst:51
msgid "**HR documents**: employee onboarding forms, non-disclosure agreements (NDAs), and performance reviews."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:51
#: ../../content/applications/productivity/sign/angola.rst:53
#: ../../content/applications/productivity/sign/argentina.rst:52
#: ../../content/applications/productivity/sign/australia.rst:50
#: ../../content/applications/productivity/sign/azerbaijan.rst:51
#: ../../content/applications/productivity/sign/bangladesh.rst:51
#: ../../content/applications/productivity/sign/brazil.rst:55
#: ../../content/applications/productivity/sign/canada.rst:53
#: ../../content/applications/productivity/sign/chile.rst:54
#: ../../content/applications/productivity/sign/china.rst:50
#: ../../content/applications/productivity/sign/colombia.rst:53
#: ../../content/applications/productivity/sign/dominican_republic.rst:51
#: ../../content/applications/productivity/sign/ecuador.rst:51
#: ../../content/applications/productivity/sign/egypt.rst:50
#: ../../content/applications/productivity/sign/ethiopia.rst:50
#: ../../content/applications/productivity/sign/germany.rst:52
#: ../../content/applications/productivity/sign/guatemala.rst:50
#: ../../content/applications/productivity/sign/hong_kong.rst:50
#: ../../content/applications/productivity/sign/india.rst:54
#: ../../content/applications/productivity/sign/indonesia.rst:56
#: ../../content/applications/productivity/sign/iran.rst:49
#: ../../content/applications/productivity/sign/iraq.rst:54
#: ../../content/applications/productivity/sign/israel.rst:50
#: ../../content/applications/productivity/sign/japan.rst:51
#: ../../content/applications/productivity/sign/kazakhstan.rst:52
#: ../../content/applications/productivity/sign/kenya.rst:50
#: ../../content/applications/productivity/sign/kuwait.rst:49
#: ../../content/applications/productivity/sign/malaysia.rst:52
#: ../../content/applications/productivity/sign/mexico.rst:53
#: ../../content/applications/productivity/sign/morocco.rst:51
#: ../../content/applications/productivity/sign/new_zealand.rst:51
#: ../../content/applications/productivity/sign/nigeria.rst:49
#: ../../content/applications/productivity/sign/norway.rst:52
#: ../../content/applications/productivity/sign/oman.rst:50
#: ../../content/applications/productivity/sign/pakistan.rst:51
#: ../../content/applications/productivity/sign/peru.rst:53
#: ../../content/applications/productivity/sign/philippines.rst:53
#: ../../content/applications/productivity/sign/qatar.rst:51
#: ../../content/applications/productivity/sign/russia.rst:55
#: ../../content/applications/productivity/sign/saudi_arabia.rst:50
#: ../../content/applications/productivity/sign/singapore.rst:48
#: ../../content/applications/productivity/sign/south_africa.rst:51
#: ../../content/applications/productivity/sign/south_korea.rst:53
#: ../../content/applications/productivity/sign/switzerland.rst:51
#: ../../content/applications/productivity/sign/thailand.rst:48
#: ../../content/applications/productivity/sign/turkey.rst:52
#: ../../content/applications/productivity/sign/ukraine.rst:50
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:53
#: ../../content/applications/productivity/sign/united_kingdom.rst:57
#: ../../content/applications/productivity/sign/uzbekistan.rst:51
#: ../../content/applications/productivity/sign/vietnam.rst:53
msgid "**Commercial transactions**: purchase orders, sales agreements, and supplier contracts."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:54
#: ../../content/applications/productivity/sign/angola.rst:56
#: ../../content/applications/productivity/sign/argentina.rst:55
#: ../../content/applications/productivity/sign/australia.rst:53
#: ../../content/applications/productivity/sign/azerbaijan.rst:54
#: ../../content/applications/productivity/sign/bangladesh.rst:54
#: ../../content/applications/productivity/sign/brazil.rst:58
#: ../../content/applications/productivity/sign/canada.rst:56
#: ../../content/applications/productivity/sign/chile.rst:57
#: ../../content/applications/productivity/sign/china.rst:53
#: ../../content/applications/productivity/sign/colombia.rst:56
#: ../../content/applications/productivity/sign/dominican_republic.rst:54
#: ../../content/applications/productivity/sign/ecuador.rst:54
#: ../../content/applications/productivity/sign/egypt.rst:53
#: ../../content/applications/productivity/sign/ethiopia.rst:53
#: ../../content/applications/productivity/sign/germany.rst:55
#: ../../content/applications/productivity/sign/guatemala.rst:53
#: ../../content/applications/productivity/sign/hong_kong.rst:53
#: ../../content/applications/productivity/sign/india.rst:57
#: ../../content/applications/productivity/sign/indonesia.rst:59
#: ../../content/applications/productivity/sign/iran.rst:52
#: ../../content/applications/productivity/sign/iraq.rst:57
#: ../../content/applications/productivity/sign/israel.rst:53
#: ../../content/applications/productivity/sign/japan.rst:54
#: ../../content/applications/productivity/sign/kazakhstan.rst:55
#: ../../content/applications/productivity/sign/kenya.rst:53
#: ../../content/applications/productivity/sign/kuwait.rst:52
#: ../../content/applications/productivity/sign/malaysia.rst:55
#: ../../content/applications/productivity/sign/mexico.rst:56
#: ../../content/applications/productivity/sign/morocco.rst:54
#: ../../content/applications/productivity/sign/new_zealand.rst:54
#: ../../content/applications/productivity/sign/nigeria.rst:52
#: ../../content/applications/productivity/sign/norway.rst:55
#: ../../content/applications/productivity/sign/oman.rst:53
#: ../../content/applications/productivity/sign/pakistan.rst:54
#: ../../content/applications/productivity/sign/peru.rst:56
#: ../../content/applications/productivity/sign/philippines.rst:56
#: ../../content/applications/productivity/sign/qatar.rst:54
#: ../../content/applications/productivity/sign/russia.rst:58
#: ../../content/applications/productivity/sign/saudi_arabia.rst:53
#: ../../content/applications/productivity/sign/singapore.rst:51
#: ../../content/applications/productivity/sign/south_africa.rst:54
#: ../../content/applications/productivity/sign/south_korea.rst:56
#: ../../content/applications/productivity/sign/switzerland.rst:54
#: ../../content/applications/productivity/sign/thailand.rst:51
#: ../../content/applications/productivity/sign/turkey.rst:55
#: ../../content/applications/productivity/sign/ukraine.rst:53
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:56
#: ../../content/applications/productivity/sign/united_kingdom.rst:60
#: ../../content/applications/productivity/sign/uzbekistan.rst:54
#: ../../content/applications/productivity/sign/vietnam.rst:56
msgid "Potential exceptions"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Algeria:"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:59
#: ../../content/applications/productivity/sign/angola.rst:61
#: ../../content/applications/productivity/sign/argentina.rst:60
#: ../../content/applications/productivity/sign/australia.rst:58
#: ../../content/applications/productivity/sign/azerbaijan.rst:59
#: ../../content/applications/productivity/sign/bangladesh.rst:59
#: ../../content/applications/productivity/sign/brazil.rst:63
#: ../../content/applications/productivity/sign/canada.rst:61
#: ../../content/applications/productivity/sign/chile.rst:62
#: ../../content/applications/productivity/sign/china.rst:58
#: ../../content/applications/productivity/sign/colombia.rst:61
#: ../../content/applications/productivity/sign/dominican_republic.rst:59
#: ../../content/applications/productivity/sign/ecuador.rst:59
#: ../../content/applications/productivity/sign/egypt.rst:58
#: ../../content/applications/productivity/sign/ethiopia.rst:58
#: ../../content/applications/productivity/sign/germany.rst:60
#: ../../content/applications/productivity/sign/guatemala.rst:58
#: ../../content/applications/productivity/sign/hong_kong.rst:58
#: ../../content/applications/productivity/sign/india.rst:62
#: ../../content/applications/productivity/sign/indonesia.rst:64
#: ../../content/applications/productivity/sign/iran.rst:57
#: ../../content/applications/productivity/sign/iraq.rst:62
#: ../../content/applications/productivity/sign/israel.rst:58
#: ../../content/applications/productivity/sign/japan.rst:59
#: ../../content/applications/productivity/sign/kazakhstan.rst:60
#: ../../content/applications/productivity/sign/kenya.rst:58
#: ../../content/applications/productivity/sign/kuwait.rst:57
#: ../../content/applications/productivity/sign/malaysia.rst:60
#: ../../content/applications/productivity/sign/mexico.rst:61
#: ../../content/applications/productivity/sign/morocco.rst:59
#: ../../content/applications/productivity/sign/new_zealand.rst:59
#: ../../content/applications/productivity/sign/nigeria.rst:57
#: ../../content/applications/productivity/sign/norway.rst:60
#: ../../content/applications/productivity/sign/oman.rst:58
#: ../../content/applications/productivity/sign/pakistan.rst:59
#: ../../content/applications/productivity/sign/peru.rst:61
#: ../../content/applications/productivity/sign/philippines.rst:61
#: ../../content/applications/productivity/sign/qatar.rst:59
#: ../../content/applications/productivity/sign/russia.rst:63
#: ../../content/applications/productivity/sign/saudi_arabia.rst:58
#: ../../content/applications/productivity/sign/singapore.rst:56
#: ../../content/applications/productivity/sign/south_africa.rst:59
#: ../../content/applications/productivity/sign/south_korea.rst:61
#: ../../content/applications/productivity/sign/switzerland.rst:59
#: ../../content/applications/productivity/sign/thailand.rst:56
#: ../../content/applications/productivity/sign/turkey.rst:60
#: ../../content/applications/productivity/sign/ukraine.rst:58
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:61
#: ../../content/applications/productivity/sign/united_kingdom.rst:65
#: ../../content/applications/productivity/sign/uzbekistan.rst:59
#: ../../content/applications/productivity/sign/vietnam.rst:61
msgid "**Wills and trusts**: documents related to inheritance, wills, and trusts often require handwritten signatures."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:61
#: ../../content/applications/productivity/sign/angola.rst:63
#: ../../content/applications/productivity/sign/argentina.rst:62
#: ../../content/applications/productivity/sign/australia.rst:60
#: ../../content/applications/productivity/sign/azerbaijan.rst:61
#: ../../content/applications/productivity/sign/bangladesh.rst:61
#: ../../content/applications/productivity/sign/brazil.rst:65
#: ../../content/applications/productivity/sign/canada.rst:63
#: ../../content/applications/productivity/sign/chile.rst:64
#: ../../content/applications/productivity/sign/china.rst:60
#: ../../content/applications/productivity/sign/colombia.rst:63
#: ../../content/applications/productivity/sign/dominican_republic.rst:61
#: ../../content/applications/productivity/sign/ecuador.rst:61
#: ../../content/applications/productivity/sign/egypt.rst:60
#: ../../content/applications/productivity/sign/ethiopia.rst:60
#: ../../content/applications/productivity/sign/germany.rst:62
#: ../../content/applications/productivity/sign/guatemala.rst:60
#: ../../content/applications/productivity/sign/hong_kong.rst:60
#: ../../content/applications/productivity/sign/india.rst:64
#: ../../content/applications/productivity/sign/indonesia.rst:66
#: ../../content/applications/productivity/sign/iran.rst:59
#: ../../content/applications/productivity/sign/iraq.rst:64
#: ../../content/applications/productivity/sign/israel.rst:60
#: ../../content/applications/productivity/sign/japan.rst:61
#: ../../content/applications/productivity/sign/kazakhstan.rst:62
#: ../../content/applications/productivity/sign/kenya.rst:60
#: ../../content/applications/productivity/sign/kuwait.rst:59
#: ../../content/applications/productivity/sign/malaysia.rst:62
#: ../../content/applications/productivity/sign/mexico.rst:63
#: ../../content/applications/productivity/sign/morocco.rst:61
#: ../../content/applications/productivity/sign/new_zealand.rst:61
#: ../../content/applications/productivity/sign/nigeria.rst:59
#: ../../content/applications/productivity/sign/norway.rst:62
#: ../../content/applications/productivity/sign/oman.rst:60
#: ../../content/applications/productivity/sign/pakistan.rst:61
#: ../../content/applications/productivity/sign/peru.rst:63
#: ../../content/applications/productivity/sign/philippines.rst:63
#: ../../content/applications/productivity/sign/qatar.rst:61
#: ../../content/applications/productivity/sign/russia.rst:65
#: ../../content/applications/productivity/sign/saudi_arabia.rst:60
#: ../../content/applications/productivity/sign/singapore.rst:58
#: ../../content/applications/productivity/sign/south_africa.rst:61
#: ../../content/applications/productivity/sign/south_korea.rst:63
#: ../../content/applications/productivity/sign/switzerland.rst:61
#: ../../content/applications/productivity/sign/thailand.rst:58
#: ../../content/applications/productivity/sign/turkey.rst:62
#: ../../content/applications/productivity/sign/ukraine.rst:60
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:63
#: ../../content/applications/productivity/sign/united_kingdom.rst:67
#: ../../content/applications/productivity/sign/uzbekistan.rst:61
#: ../../content/applications/productivity/sign/vietnam.rst:63
msgid "**Real estate transactions**: some property transactions may still require notarized handwritten signatures."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:63
#: ../../content/applications/productivity/sign/angola.rst:65
#: ../../content/applications/productivity/sign/argentina.rst:64
#: ../../content/applications/productivity/sign/australia.rst:62
#: ../../content/applications/productivity/sign/azerbaijan.rst:63
#: ../../content/applications/productivity/sign/bangladesh.rst:63
#: ../../content/applications/productivity/sign/brazil.rst:67
#: ../../content/applications/productivity/sign/canada.rst:65
#: ../../content/applications/productivity/sign/chile.rst:66
#: ../../content/applications/productivity/sign/china.rst:62
#: ../../content/applications/productivity/sign/colombia.rst:65
#: ../../content/applications/productivity/sign/dominican_republic.rst:63
#: ../../content/applications/productivity/sign/ecuador.rst:63
#: ../../content/applications/productivity/sign/egypt.rst:62
#: ../../content/applications/productivity/sign/ethiopia.rst:62
#: ../../content/applications/productivity/sign/germany.rst:64
#: ../../content/applications/productivity/sign/guatemala.rst:62
#: ../../content/applications/productivity/sign/hong_kong.rst:62
#: ../../content/applications/productivity/sign/india.rst:66
#: ../../content/applications/productivity/sign/indonesia.rst:68
#: ../../content/applications/productivity/sign/iran.rst:61
#: ../../content/applications/productivity/sign/iraq.rst:66
#: ../../content/applications/productivity/sign/israel.rst:62
#: ../../content/applications/productivity/sign/japan.rst:63
#: ../../content/applications/productivity/sign/kazakhstan.rst:64
#: ../../content/applications/productivity/sign/kenya.rst:62
#: ../../content/applications/productivity/sign/kuwait.rst:61
#: ../../content/applications/productivity/sign/malaysia.rst:64
#: ../../content/applications/productivity/sign/mexico.rst:65
#: ../../content/applications/productivity/sign/morocco.rst:63
#: ../../content/applications/productivity/sign/new_zealand.rst:63
#: ../../content/applications/productivity/sign/nigeria.rst:61
#: ../../content/applications/productivity/sign/norway.rst:64
#: ../../content/applications/productivity/sign/oman.rst:62
#: ../../content/applications/productivity/sign/pakistan.rst:63
#: ../../content/applications/productivity/sign/peru.rst:65
#: ../../content/applications/productivity/sign/philippines.rst:65
#: ../../content/applications/productivity/sign/qatar.rst:63
#: ../../content/applications/productivity/sign/russia.rst:67
#: ../../content/applications/productivity/sign/saudi_arabia.rst:62
#: ../../content/applications/productivity/sign/singapore.rst:60
#: ../../content/applications/productivity/sign/south_africa.rst:63
#: ../../content/applications/productivity/sign/south_korea.rst:65
#: ../../content/applications/productivity/sign/switzerland.rst:63
#: ../../content/applications/productivity/sign/thailand.rst:60
#: ../../content/applications/productivity/sign/turkey.rst:64
#: ../../content/applications/productivity/sign/ukraine.rst:62
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:65
#: ../../content/applications/productivity/sign/united_kingdom.rst:69
#: ../../content/applications/productivity/sign/uzbekistan.rst:63
#: ../../content/applications/productivity/sign/vietnam.rst:65
msgid "**Government forms**: specific government forms and applications may mandate physical signatures."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:65
#: ../../content/applications/productivity/sign/angola.rst:67
#: ../../content/applications/productivity/sign/argentina.rst:66
#: ../../content/applications/productivity/sign/australia.rst:64
#: ../../content/applications/productivity/sign/azerbaijan.rst:65
#: ../../content/applications/productivity/sign/bangladesh.rst:65
#: ../../content/applications/productivity/sign/brazil.rst:69
#: ../../content/applications/productivity/sign/canada.rst:67
#: ../../content/applications/productivity/sign/chile.rst:68
#: ../../content/applications/productivity/sign/china.rst:64
#: ../../content/applications/productivity/sign/colombia.rst:67
#: ../../content/applications/productivity/sign/dominican_republic.rst:65
#: ../../content/applications/productivity/sign/ecuador.rst:65
#: ../../content/applications/productivity/sign/egypt.rst:64
#: ../../content/applications/productivity/sign/ethiopia.rst:64
#: ../../content/applications/productivity/sign/germany.rst:66
#: ../../content/applications/productivity/sign/guatemala.rst:64
#: ../../content/applications/productivity/sign/hong_kong.rst:64
#: ../../content/applications/productivity/sign/india.rst:68
#: ../../content/applications/productivity/sign/indonesia.rst:70
#: ../../content/applications/productivity/sign/iran.rst:63
#: ../../content/applications/productivity/sign/iraq.rst:68
#: ../../content/applications/productivity/sign/israel.rst:64
#: ../../content/applications/productivity/sign/japan.rst:65
#: ../../content/applications/productivity/sign/kazakhstan.rst:66
#: ../../content/applications/productivity/sign/kenya.rst:64
#: ../../content/applications/productivity/sign/kuwait.rst:63
#: ../../content/applications/productivity/sign/malaysia.rst:66
#: ../../content/applications/productivity/sign/mexico.rst:67
#: ../../content/applications/productivity/sign/morocco.rst:65
#: ../../content/applications/productivity/sign/new_zealand.rst:65
#: ../../content/applications/productivity/sign/nigeria.rst:63
#: ../../content/applications/productivity/sign/norway.rst:66
#: ../../content/applications/productivity/sign/oman.rst:64
#: ../../content/applications/productivity/sign/pakistan.rst:65
#: ../../content/applications/productivity/sign/peru.rst:67
#: ../../content/applications/productivity/sign/philippines.rst:67
#: ../../content/applications/productivity/sign/qatar.rst:65
#: ../../content/applications/productivity/sign/russia.rst:69
#: ../../content/applications/productivity/sign/saudi_arabia.rst:64
#: ../../content/applications/productivity/sign/singapore.rst:62
#: ../../content/applications/productivity/sign/south_africa.rst:65
#: ../../content/applications/productivity/sign/south_korea.rst:67
#: ../../content/applications/productivity/sign/switzerland.rst:65
#: ../../content/applications/productivity/sign/thailand.rst:62
#: ../../content/applications/productivity/sign/turkey.rst:66
#: ../../content/applications/productivity/sign/ukraine.rst:64
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:67
#: ../../content/applications/productivity/sign/united_kingdom.rst:71
#: ../../content/applications/productivity/sign/uzbekistan.rst:65
#: ../../content/applications/productivity/sign/vietnam.rst:67
msgid "Disclaimer"
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Algeria, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/algeria.rst:73
#: ../../content/applications/productivity/sign/angola.rst:75
#: ../../content/applications/productivity/sign/argentina.rst:74
#: ../../content/applications/productivity/sign/azerbaijan.rst:73
#: ../../content/applications/productivity/sign/bangladesh.rst:73
#: ../../content/applications/productivity/sign/chile.rst:76
#: ../../content/applications/productivity/sign/colombia.rst:75
#: ../../content/applications/productivity/sign/dominican_republic.rst:73
#: ../../content/applications/productivity/sign/ecuador.rst:73
#: ../../content/applications/productivity/sign/ethiopia.rst:72
#: ../../content/applications/productivity/sign/germany.rst:74
#: ../../content/applications/productivity/sign/guatemala.rst:72
#: ../../content/applications/productivity/sign/hong_kong.rst:72
#: ../../content/applications/productivity/sign/iran.rst:71
#: ../../content/applications/productivity/sign/iraq.rst:76
#: ../../content/applications/productivity/sign/israel.rst:72
#: ../../content/applications/productivity/sign/kazakhstan.rst:74
#: ../../content/applications/productivity/sign/kenya.rst:72
#: ../../content/applications/productivity/sign/kuwait.rst:71
#: ../../content/applications/productivity/sign/malaysia.rst:74
#: ../../content/applications/productivity/sign/morocco.rst:73
#: ../../content/applications/productivity/sign/new_zealand.rst:73
#: ../../content/applications/productivity/sign/nigeria.rst:71
#: ../../content/applications/productivity/sign/norway.rst:74
#: ../../content/applications/productivity/sign/oman.rst:72
#: ../../content/applications/productivity/sign/pakistan.rst:73
#: ../../content/applications/productivity/sign/peru.rst:75
#: ../../content/applications/productivity/sign/philippines.rst:75
#: ../../content/applications/productivity/sign/qatar.rst:73
#: ../../content/applications/productivity/sign/saudi_arabia.rst:72
#: ../../content/applications/productivity/sign/singapore.rst:70
#: ../../content/applications/productivity/sign/south_africa.rst:73
#: ../../content/applications/productivity/sign/switzerland.rst:73
#: ../../content/applications/productivity/sign/thailand.rst:70
#: ../../content/applications/productivity/sign/turkey.rst:74
#: ../../content/applications/productivity/sign/ukraine.rst:72
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:75
#: ../../content/applications/productivity/sign/uzbekistan.rst:73
#: ../../content/applications/productivity/sign/vietnam.rst:75
msgid "*Last updated: June 21, 2024*"
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:5
msgid "Odoo Sign legality in Angola"
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Angola."
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:11
msgid "Legal framework for electronic signatures in Angola"
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:13
msgid "In Angola, electronic signatures are regulated under the Presidential Decree 312/2018 and Executive Order 74/2019. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:21
msgid "**Certified electronic signature**: digital signature generated using a digital certificate supplied by a qualified provider. In some cases, only the certified electronic signature has legal and juridical validity in Angola. In those cases, simple electronic signatures like the Odoo Signature only work as a proof of the agreement to celebrate the corresponding transaction, which will be submitted to the authority's criteria."
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:28
msgid "How Odoo Sign complies with Angolan regulations"
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Angola by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Angola:"
msgstr ""
#: ../../content/applications/productivity/sign/angola.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Angola, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:5
msgid "Odoo Sign legality in Argentina"
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Argentina."
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:11
msgid "Legal framework for electronic signatures in Argentina"
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:13
msgid "In Argentina, electronic signatures are regulated under the `Digital Signature Law <https://www.argentina.gob.ar/normativa/nacional/70749/actualizacion>`_, and the `Civil and Commercial Code <https://www.wipo.int/wipolex/en/legislation/details/19085>`_. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:23
msgid "**Qualified digital signatures**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Service Providers."
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:27
msgid "How Odoo Sign complies with Argentinian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:29
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Argentina by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:57
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Argentina:"
msgstr ""
#: ../../content/applications/productivity/sign/argentina.rst:68
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Argentina, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:5
msgid "Odoo Sign legality in Australia"
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Australia."
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:11
msgid "Legal framework for electronic signatures in Australia"
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:13
msgid "In Australia, electronic signatures are regulated under the `Electronic Transactions Act (ETA) <https://www.legislation.gov.au/C2004A00553/latest/text>`_, the `Electronic Transactions Regulations (ETR) <https://www.legislation.wa.gov.au/legislation/prod/filestore.nsf/FileURL/mrdoc_23907.pdf/$FILE/Electronic%20Transactions%20Regulations%202012%20-%20%5B00-a0-04%5D.pdf?OpenElement>`_ and local regulations in each state. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:25
msgid "How Odoo Sign complies with Australian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Australia by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Australia:"
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Australia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/australia.rst:72
#: ../../content/applications/productivity/sign/brazil.rst:77
#: ../../content/applications/productivity/sign/canada.rst:75
#: ../../content/applications/productivity/sign/china.rst:72
#: ../../content/applications/productivity/sign/egypt.rst:72
#: ../../content/applications/productivity/sign/india.rst:76
#: ../../content/applications/productivity/sign/indonesia.rst:78
#: ../../content/applications/productivity/sign/japan.rst:73
#: ../../content/applications/productivity/sign/mexico.rst:75
#: ../../content/applications/productivity/sign/russia.rst:77
#: ../../content/applications/productivity/sign/south_korea.rst:75
#: ../../content/applications/productivity/sign/united_kingdom.rst:79
msgid "*Last updated: June 19, 2024*"
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:5
msgid "Odoo Sign legality in Azerbaijan"
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Azerbaijan."
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:11
msgid "Legal framework for electronic signatures in Azerbaijan"
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:13
msgid "In Azerbaijan, electronic signatures are regulated under the `Law on Electronic Digital Signature <https://cis-legislation.com/document.fwx?rgn=144357>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:22
msgid "**Digital signature certificate**: digital signature generated using a digital certificate supplied by a qualified provider."
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:26
msgid "How Odoo Sign complies with Azerbaijani regulations"
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Azerbaijan by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Azerbaijan:"
msgstr ""
#: ../../content/applications/productivity/sign/azerbaijan.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Azerbaijan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:5
msgid "Odoo Sign legality in Bangladesh"
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Bangladesh."
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:11
msgid "Legal framework for electronic signatures in Bangladesh"
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:13
msgid "In Bangladesh, electronic signatures are regulated under the `Information and Communication Technology Act <https://samsn.ifj.org/wp-content/uploads/2015/07/Bangladesh-ICT-Act-2006.pdf>`_. The law recognizes the use of electronic documents and electronic signatures for the execution of contracts and other transactions. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:22
msgid "**Special cases**: some cases require a traditional signature. These requirements can vary on a case-by-case basis, particularly when dealing with public sector entities."
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:26
msgid "How Odoo Sign complies with Bangladeshi regulations"
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Bangladesh by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Bangladesh:"
msgstr ""
#: ../../content/applications/productivity/sign/bangladesh.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Bangladesh, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:5
msgid "Odoo Sign legality in Brazil"
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Brazil."
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:11
msgid "Legal framework for electronic signatures in Brazil"
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:13
msgid "In Brazil, electronic signatures are regulated under the `Brazilian Civil Code <https://webfiles-sc1.blackbaud.com/files/support/helpfiles/npoconnect-qa/content/resources/attachments/brazil-law-civil-code-13.777-2018.pdf>`_ and the Provisional Executive Act 2.200-2 (EA 2200) regulations. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:22
msgid "**Infraestrutura de Chaves Públicas Brasileira (ICP-Brazil)**: Brazil maintains its own public key infrastructure (PKI) for digital certificates called “Infraestrutura de Chaves Públicas Brasileira”. These are digital signature certificates or “seals” that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:30
msgid "How Odoo Sign complies with Brazilian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:32
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Brazil by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:60
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Brazil:"
msgstr ""
#: ../../content/applications/productivity/sign/brazil.rst:71
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Brazil, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:5
msgid "Odoo Sign legality in Canada"
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Canada."
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:11
msgid "Legal framework for electronic signatures in Canada"
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:13
msgid "In Canada, electronic signatures are regulated under the `Personal Information Protection and Electronic Documents Act (PIPEDA) <https://laws-lois.justice.gc.ca/pdf/p-8.6.pdf>`_ and local regulations. The law establishes electronic equivalents to paper-based documents and signatures at the federal level. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:22
msgid "**Secure electronic signature**: the law recognizes digital signature certificates or “seals” that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:28
msgid "How Odoo Sign complies with Canadian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Canada by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Canada:"
msgstr ""
#: ../../content/applications/productivity/sign/canada.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Canada, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:5
msgid "Odoo Sign legality in Chile"
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Chile."
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:11
msgid "Legal framework for electronic signatures in Chile"
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:13
msgid "In Chile, electronic signatures are regulated under the `Law 19.799 on electronic documents, electronic signature and certification services of such signature <https://www.bcn.cl/leychile/navegar?idNorma=196640>`_, `Decree 181/2002 <https://www.bcn.cl/leychile/navegar?idNorma=201668>`_ and `Law No. 21,180, on Digital Transformation of the State <https://www.bcn.cl/leychile/navegar?idNorma=1138479&tipoVersion=0>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:25
#: ../../content/applications/productivity/sign/hong_kong.rst:21
msgid "**Certified electronic signatures**: special electronic signature that incorporates certificates issued by a recognized certification authority."
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:29
msgid "How Odoo Sign complies with Chilean regulations"
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:31
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Chile by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:59
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Chile:"
msgstr ""
#: ../../content/applications/productivity/sign/chile.rst:70
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Chile, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:5
msgid "Odoo Sign legality in China"
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in China."
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:11
msgid "Legal framework for electronic signatures in China"
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:13
msgid "In China, electronic signatures are regulated under the Electronic Signature Law (ESL) of the People's Republic of China, enacted in 2005 and amended in 2015. The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the ESL include:"
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:21
msgid "**Certification Authorities (CAs)**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Authorities (CAs)."
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:25
msgid "How Odoo Sign complies with Chinese regulations"
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of China by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in China:"
msgstr ""
#: ../../content/applications/productivity/sign/china.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of China, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:5
msgid "Odoo Sign legality in Colombia"
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Colombia."
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:11
msgid "Legal framework for electronic signatures in Colombia"
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:13
msgid "In Colombia, electronic signatures are regulated under the `Law 529 of 1999 <https://www.funcionpublica.gov.co/eva/gestornormativo/norma.php?i=4276#:~:text=%E2%80%9CPor%20medio%20de%20la%20cual,y%20se%20dictan%20otras%20disposiciones.%E2%80%9D>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:21
msgid "**Certified electronic signatures**: special electronic signature that incorporates certificates issued by a recognized certification authority. In some cases, only the certified electronic signature has legal and juridical validity in Colombia. In those cases, simple electronic signatures like the Odoo Signature only work as a proof of the agreement to celebrate the corresponding transaction, which will be submitted to the authority's criteria."
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:28
msgid "How Odoo Sign complies with Colombian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Colombia by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Colombia:"
msgstr ""
#: ../../content/applications/productivity/sign/colombia.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Colombia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:5
msgid "Odoo Sign legality in the Dominican Republic"
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in the Dominican Republic."
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:11
msgid "Legal framework for electronic signatures in the Dominican Republic"
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:13
msgid "In the Dominican Republic, electronic signatures are regulated under the `Law 126-02 on Electronic Commerce, Documents and Digital Signatures <https://dgii.gov.do/legislacion/leyesTributarias/Documents/Otras%20Leyes%20de%20Inter%C3%A9s/126-02.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:22
#: ../../content/applications/productivity/sign/kenya.rst:21
#: ../../content/applications/productivity/sign/morocco.rst:22
#: ../../content/applications/productivity/sign/oman.rst:21
msgid "**Certified electronic signature**: digital signature generated using a digital certificate supplied by a qualified provider."
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:26
msgid "How Odoo Sign complies with Dominican regulations"
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of the Dominican Republic by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in the Dominican Republic:"
msgstr ""
#: ../../content/applications/productivity/sign/dominican_republic.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of the Dominican Republic, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/ecuador.rst:5
msgid "Odoo Sign legality in Ecuador"
msgstr ""
#: ../../content/applications/productivity/sign/ecuador.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Ecuador."
msgstr ""
#: ../../content/applications/productivity/sign/ecuador.rst:11
msgid "Legal framework for electronic signatures in Ecuador"
msgstr ""
#: ../../content/applications/productivity/sign/ecuador.rst:13
msgid "In Ecuador, electronic signatures are regulated under the `Law on Electronic Commerce, Electronic Signatures and Data Messages <https://www.wipo.int/wipolex/en/legislation/details/18942>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/ecuador.rst:26
msgid "How Odoo Sign complies with Ecuadoran regulations"
msgstr ""
#: ../../content/applications/productivity/sign/ecuador.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Ecuador by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/ecuador.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Ecuador:"
msgstr ""
#: ../../content/applications/productivity/sign/ecuador.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Ecuador, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:5
msgid "Odoo Sign legality in Egypt"
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Egypt."
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:11
msgid "Legal framework for electronic signatures in Egypt"
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:13
msgid "In Egypt, electronic signatures are regulated under the `E-Signature Law <https://www.itida.gov.eg/English/Documents/4.pdf>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:21
msgid "**Qualified electronic signatures**: law recognizes special digital signatures certified by a qualified authority. In some cases, this type of signature is mandatory."
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:25
msgid "How Odoo Sign complies with Egyptian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Egypt by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Egypt:"
msgstr ""
#: ../../content/applications/productivity/sign/egypt.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Egypt, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:5
msgid "Odoo Sign legality in Ethiopia"
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Ethiopia."
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:11
msgid "Legal framework for electronic signatures in Ethiopia"
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:13
msgid "In Ethiopia, electronic signatures are regulated under the `Electronic Signature Proclamation No. 1072/2018 <http://laws.eag.gov.et/Upload/CassationDecisionsDocument/fce05041-f22e-4930-a225-95748dd53c3e.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:21
msgid "**Certificate electronic signature**: digital signature generated using a digital certificate supplied by a qualified provider."
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:25
msgid "How Odoo Sign complies with Ethiopian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Ethiopia by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Ethiopia:"
msgstr ""
#: ../../content/applications/productivity/sign/ethiopia.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Ethiopia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:5
msgid "Odoo Sign legality in Germany"
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Germany."
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:11
msgid "Legal framework for electronic signatures in Germany"
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:13
msgid "In Germany, electronic signatures are regulated under `eIDAS Regulation No. 910/2014 <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=uriserv%3AOJ.L_.2014.257.01.0073.01.ENG>`_ and the `Trust Services Act <https://www.gesetze-im-internet.de/vdg/BJNR274510017.html>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:23
msgid "**Qualified signature**: there are certain use cases that require a qualified signature issued by a trust service provider."
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:27
msgid "How Odoo Sign complies with German regulations"
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:29
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Germany by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:57
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Germany:"
msgstr ""
#: ../../content/applications/productivity/sign/germany.rst:68
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Germany, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:5
msgid "Odoo Sign legality in Guatemala"
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Guatemala."
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:11
msgid "Legal framework for electronic signatures in Guatemala"
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:13
msgid "In Guatemala, electronic signatures are regulated under the `Electronic Communications and Signatures Law <https://www.rpsc.gob.gt/wp-content/uploads/2021/10/LEY-PARA-EL-RECONOCIMIENTO-DE-LAS-COMUNICACIONES-Y-FIRMAS-ELECTRONICAS-19-11-2020.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:21
msgid "**Certification service providers**: digital signature generated using a digital certificate supplied by a qualified provider."
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:25
msgid "How Odoo Sign complies with Guatemalan regulations"
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Guatemala by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Guatemala:"
msgstr ""
#: ../../content/applications/productivity/sign/guatemala.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Guatemala, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/hong_kong.rst:5
msgid "Odoo Sign legality in Hong Kong"
msgstr ""
#: ../../content/applications/productivity/sign/hong_kong.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Hong Kong."
msgstr ""
#: ../../content/applications/productivity/sign/hong_kong.rst:11
msgid "Legal framework for electronic signatures in Hong Kong"
msgstr ""
#: ../../content/applications/productivity/sign/hong_kong.rst:13
msgid "In Hong Kong, electronic signatures are regulated under the `Electronic Transactions Ordinance <https://www.elegislation.gov.hk/hk/cap553>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/hong_kong.rst:25
msgid "How Odoo Sign complies with Hong Kong regulations"
msgstr ""
#: ../../content/applications/productivity/sign/hong_kong.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Hong Kong by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/hong_kong.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Hong Kong:"
msgstr ""
#: ../../content/applications/productivity/sign/hong_kong.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Hong Kong, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:5
msgid "Odoo Sign legality in India"
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in India."
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:11
msgid "Legal framework for electronic signatures in India"
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:13
msgid "In India, electronic signatures are regulated under the `Information Technology Act (ITA) <https://eprocure.gov.in/cppp/rulesandprocs/kbadqkdlcswfjdelrquehwuxcfmijmuixngudufgbuubgubfugbububjxcgfvsbdihbgfGhdfgFHytyhRtMjk4NzY=>`_, the `Indian Contract Act (ICA) <https://www.indiacode.nic.in/bitstream/123456789/2187/2/A187209.pdf>`_ and the Electronic Signature or Electronic Authentication Technique and Procedure Rules (ESEATPR). The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:24
msgid "**Digital signature certificates**: the law recognizes digital signature certificates that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security."
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:29
msgid "How Odoo Sign complies with Indian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:31
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of India by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:59
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in India:"
msgstr ""
#: ../../content/applications/productivity/sign/india.rst:70
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of India, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:5
msgid "Odoo Sign legality in Indonesia"
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Indonesia."
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:11
msgid "Legal framework for electronic signatures in Indonesia"
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:13
msgid "In Indonesia, electronic signatures are regulated under the `Law of the Republic of Indonesia No. 11 of 2008 on Electronic Information and Transactions <https://www.icnl.org/wp-content/uploads/Indonesia_elec.pdf>`_, Government Regulation No. 71 of 2019 on Organization of Electronic system and Transactions, as well as the Minister of Communications and Informatics (MoCI) Regulation No. 11 of 2018 on Administration of Electronic Certification (\"MoCI Regulation 11 of 2018\"). The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:25
msgid "**Certified e-signatures**: the law recognizes digital signature certificates that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:31
msgid "How Odoo Sign complies with Indonesian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:33
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Indonesia by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:61
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Indonesia:"
msgstr ""
#: ../../content/applications/productivity/sign/indonesia.rst:72
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Indonesia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/iran.rst:5
msgid "Odoo Sign legality in Iran"
msgstr ""
#: ../../content/applications/productivity/sign/iran.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Iran."
msgstr ""
#: ../../content/applications/productivity/sign/iran.rst:11
msgid "Legal framework for electronic signatures in Iran"
msgstr ""
#: ../../content/applications/productivity/sign/iran.rst:13
msgid "In Iran, electronic signatures are regulated under the `Iran Civil Code <https://faolex.fao.org/docs/pdf/ira206827.pdf>`_ and the `Electronic Commerce Act <https://wipolex-res.wipo.int/edocs/lexdocs/laws/en/ir/ir008en.html>`_. The law governs the use of electronic records and signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/iran.rst:24
msgid "How Odoo Sign complies with Iranian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/iran.rst:26
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Iran by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/iran.rst:54
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Iran:"
msgstr ""
#: ../../content/applications/productivity/sign/iran.rst:65
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Iran, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:5
msgid "Odoo Sign legality in Iraq"
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Iraq."
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:11
msgid "Legal framework for electronic signatures in Iraq"
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:13
msgid "In Iraq, electronic signatures are regulated under the `Electronic Signature and Electronic transactions Law No. 78 Of 2012 <https://www.itu.int/en/ITU-T/Workshops-and-Seminars/bsg/201712/Documents/2.Halah%20Al-Rubaye.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:22
msgid "**Certified electronic signatures**: Special electronic signature that incorporates certificates issued by a recognized certification authority. In some cases, only the certified electronic signature has legal and juridical validity in Iraq. In those cases, simple electronic signatures like the Odoo Signature only work as a proof of the agreement of wills to celebrate the corresponding transaction, which will be submitted to the authority's criteria."
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:29
msgid "How Odoo Sign complies with Iraqi regulations"
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:31
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Iraq by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:59
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Iraq:"
msgstr ""
#: ../../content/applications/productivity/sign/iraq.rst:70
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Iraq, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:5
msgid "Odoo Sign legality in Israel"
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Israel."
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:11
msgid "Legal framework for electronic signatures in Israel"
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:13
msgid "In Israel, electronic signatures are regulated under the Electronic Signature Law, and various electronic signature regulations. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:21
msgid "**Certified electronic signature**: the law recognizes electronic signatures supported by digital certificates issued by Certified Providers."
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:25
msgid "How Odoo Sign complies with Israeli regulations"
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Israel by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Israel:"
msgstr ""
#: ../../content/applications/productivity/sign/israel.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Israel, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:5
msgid "Odoo Sign legality in Japan"
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Japan."
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:11
msgid "Legal framework for electronic signatures in Japan"
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:13
msgid "In Japan, electronic signatures are regulated under the `Act on Electronic Signatures and Certification Business (E-signature Act) <https://www.cas.go.jp/jp/seisaku/hourei/data/aescb.pdf>`_ published in the official gazette on May 31, 2000. The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the E-signature Act include:"
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:22
msgid "**Certification Businesses (CBs)**: the law recognizes electronic signatures supported by digital certificates issued by accredited CBs."
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:26
msgid "How Odoo Sign complies with Japanese regulations"
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Japan by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Japan:"
msgstr ""
#: ../../content/applications/productivity/sign/japan.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Japan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/kazakhstan.rst:5
msgid "Odoo Sign legality in Kazakhstan"
msgstr ""
#: ../../content/applications/productivity/sign/kazakhstan.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Kazakhstan."
msgstr ""
#: ../../content/applications/productivity/sign/kazakhstan.rst:11
msgid "Legal framework for electronic signatures in Kazakhstan"
msgstr ""
#: ../../content/applications/productivity/sign/kazakhstan.rst:13
msgid "In Kazakhstan, electronic signatures are regulated under the `Civil Code <https://adilet.zan.kz/eng/docs/K940001000_>`_ and the `Law On Electronic Document and Electronic Digital Signature <https://wipolex-res.wipo.int/edocs/lexdocs/laws/en/kz/kz102en.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/kazakhstan.rst:27
msgid "How Odoo Sign complies with Kazakhstani regulations"
msgstr ""
#: ../../content/applications/productivity/sign/kazakhstan.rst:29
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Kazakhstan by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/kazakhstan.rst:57
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Kazakhstan:"
msgstr ""
#: ../../content/applications/productivity/sign/kazakhstan.rst:68
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Kazakhstan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/kenya.rst:5
msgid "Odoo Sign legality in Kenya"
msgstr ""
#: ../../content/applications/productivity/sign/kenya.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Kenya."
msgstr ""
#: ../../content/applications/productivity/sign/kenya.rst:11
msgid "Legal framework for electronic signatures in Kenya"
msgstr ""
#: ../../content/applications/productivity/sign/kenya.rst:13
msgid "In Kenya, electronic signatures are regulated under the `Information and Communications Act <https://kenyalaw.org/kl/fileadmin/pdfdownloads/Acts/KenyaInformationandCommunicationsAct(No2of1998).pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/kenya.rst:25
msgid "How Odoo Sign complies with Kenyan regulations"
msgstr ""
#: ../../content/applications/productivity/sign/kenya.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Kenya by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/kenya.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Kenya:"
msgstr ""
#: ../../content/applications/productivity/sign/kenya.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Kenya, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/kuwait.rst:5
msgid "Odoo Sign legality in Kuwait"
msgstr ""
#: ../../content/applications/productivity/sign/kuwait.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Kuwait."
msgstr ""
#: ../../content/applications/productivity/sign/kuwait.rst:11
msgid "Legal framework for electronic signatures in Kuwait"
msgstr ""
#: ../../content/applications/productivity/sign/kuwait.rst:13
msgid "In Kuwait, electronic signatures are regulated under the `Law No.20 of 2014 concerning Electronic Transactions and its Implementing Regulations <https://kdipa.gov.kw/wp-content/uploads/2022/08/%D9%82%D8%A7%D9%86%D9%88%D9%86-%D8%A7%D9%84%D9%85%D8%B9%D8%A7%D9%85%D9%84%D8%A7%D8%AA-%D8%A7%D9%84%D8%A7%D9%84%D9%83%D8%AA%D8%B1%D9%88%D9%86%D9%8A%D8%A9-20-%D9%84%D8%B3%D9%86%D8%A9-2014-%D9%85%D8%AA%D8%B1%D8%AC%D9%85-%D8%A8%D8%A7%D9%84%D9%84%D8%BA%D8%A9-%D8%A7%D9%84%D8%A7%D9%86%D8%AC%D9%84%D9%8A%D8%B2%D9%8A%D8%A9.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/kuwait.rst:24
msgid "How Odoo Sign complies with Kuwaiti regulations"
msgstr ""
#: ../../content/applications/productivity/sign/kuwait.rst:26
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Kuwait by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/kuwait.rst:54
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Kuwait:"
msgstr ""
#: ../../content/applications/productivity/sign/kuwait.rst:65
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Kuwait, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:5
msgid "Odoo Sign legality in Malaysia"
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Malaysia."
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:11
msgid "Legal framework for electronic signatures in Malaysia"
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:13
msgid "In Malaysia, electronic signatures are regulated under the `Digital Signature Act 1997 <http://www.commonlii.org/my/legis/consol_act/dsa1997181/>`_ and the `Electronic Commerce Act 2006 <https://aseanconsumer.org/file/post_image/Act%20658%20-%20Electronic%20Commerce%20Act%202006.pdf>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:22
msgid "**Certified digital signatures**: the law governs the use of digital certificates to provide major security and integrity to digital signatures. In some cases, electronic signatures must be certified by an electronic signature certification authority."
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:27
msgid "How Odoo Sign complies with Malaysian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:29
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Malaysia by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:57
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Malaysia:"
msgstr ""
#: ../../content/applications/productivity/sign/malaysia.rst:68
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Malaysia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:5
msgid "Odoo Sign legality in Mexico"
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Mexico."
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:11
msgid "Legal framework for electronic signatures in Mexico"
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:13
msgid "In Mexico, electronic signatures are regulated under the `Mexican Civil Code <https://www.diputados.gob.mx/LeyesBiblio/pdf/CCF.pdf>`_ and the `Commercial Code <http://www.ordenjuridico.gob.mx/Publicaciones/pdf/L222.pdf>`_, as well as the civil codes of each state. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:23
msgid "**NORMA Oficial Mexicana NOM-151-SCFI-2016 (NOM 151)**: establishes the requirements for the conservation of data messages and digitization of documents with full guarantees of integrity. It also establishes the certification and time stamping requirements for certain documents."
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:28
msgid "How Odoo Sign complies with Mexican regulations"
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Mexico by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Mexico:"
msgstr ""
#: ../../content/applications/productivity/sign/mexico.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Mexico, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/morocco.rst:5
msgid "Odoo Sign legality in Morocco"
msgstr ""
#: ../../content/applications/productivity/sign/morocco.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Morocco."
msgstr ""
#: ../../content/applications/productivity/sign/morocco.rst:11
msgid "Legal framework for electronic signatures in Morocco"
msgstr ""
#: ../../content/applications/productivity/sign/morocco.rst:13
msgid "In Morocco, electronic signatures are regulated under the `Law No. 53-05 on Digital Signature <https://tahseen.ae/media/3036/law-on-electronic-exchange-of-legal-data.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/morocco.rst:26
msgid "How Odoo Sign complies with Moroccan regulations"
msgstr ""
#: ../../content/applications/productivity/sign/morocco.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Morocco by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/morocco.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Morocco:"
msgstr ""
#: ../../content/applications/productivity/sign/morocco.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Morocco, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:5
msgid "Odoo Sign legality in New Zealand"
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in New Zealand."
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:11
msgid "Legal framework for electronic signatures in New Zealand"
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:13
msgid "In New Zealand, electronic signatures are regulated under the `Contract and Commercial Law Act <https://www.legislation.govt.nz/act/public/2017/0005/21.0/DLM6844033.html>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:22
msgid "**Special cases**: in New Zealand, there are certain use cases that require a traditional signature and expressly exclude the use of electronic signatures."
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:26
msgid "How Odoo Sign complies with New Zealand regulations"
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of New Zealand by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in New Zealand:"
msgstr ""
#: ../../content/applications/productivity/sign/new_zealand.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of New Zealand, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/nigeria.rst:5
msgid "Odoo Sign legality in Nigeria"
msgstr ""
#: ../../content/applications/productivity/sign/nigeria.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Nigeria."
msgstr ""
#: ../../content/applications/productivity/sign/nigeria.rst:11
msgid "Legal framework for electronic signatures in Nigeria"
msgstr ""
#: ../../content/applications/productivity/sign/nigeria.rst:13
msgid "In Nigeria, electronic signatures are regulated under the `Nigerian Evidence Act <https://www.refworld.org/legal/legislation/natlegbod/2011/en/104226>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/nigeria.rst:24
msgid "How Odoo Sign complies with Nigerian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/nigeria.rst:26
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Nigeria by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/nigeria.rst:54
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Nigeria:"
msgstr ""
#: ../../content/applications/productivity/sign/nigeria.rst:65
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Nigeria, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:5
msgid "Odoo Sign legality in Norway"
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Norway."
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:11
msgid "Legal framework for electronic signatures in Norway"
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:13
msgid "In Norway, electronic signatures are regulated under the Act on electronic trust services that incorporates Electronic Identification and Trust Services for Electronic Transactions in the Internal Market (eIDAS) and Regulation No. 910/2014 of the European Parliament and of the Council. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:23
msgid "**Qualified trust service providers**: the law recognizes electronic signatures supported by digital certificates issued by Qualified Trust Service Providers."
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:27
msgid "How Odoo Sign complies with Norwegian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:29
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Norway by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:57
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Norway:"
msgstr ""
#: ../../content/applications/productivity/sign/norway.rst:68
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Norway, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/oman.rst:5
msgid "Odoo Sign legality in Oman"
msgstr ""
#: ../../content/applications/productivity/sign/oman.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Oman."
msgstr ""
#: ../../content/applications/productivity/sign/oman.rst:11
msgid "Legal framework for electronic signatures in Oman"
msgstr ""
#: ../../content/applications/productivity/sign/oman.rst:13
msgid "In Oman, electronic signatures are regulated under the Electronic Transactions Law. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/oman.rst:25
msgid "How Odoo Sign complies with Omani regulations"
msgstr ""
#: ../../content/applications/productivity/sign/oman.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Oman by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/oman.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Oman:"
msgstr ""
#: ../../content/applications/productivity/sign/oman.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Oman, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:5
msgid "Odoo Sign legality in Pakistan"
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Pakistan."
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:11
msgid "Legal framework for electronic signatures in Pakistan"
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:13
msgid "In Pakistan, electronic signatures are regulated under the `Electronic Transactions Ordinance <https://www.pakistanlaw.com/eto.pdf>`_. The law governs the use of electronic records and signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:21
msgid "**Certified electronic signatures**: special electronic signature that incorporates certificates issued by an accredited certification service provider authorized by the Certification Council as being capable of establishing authenticity and integrity of an electronic document."
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:26
msgid "How Odoo Sign complies with Pakistani regulations"
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Pakistan by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Pakistan:"
msgstr ""
#: ../../content/applications/productivity/sign/pakistan.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Pakistan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:5
msgid "Odoo Sign legality in Peru"
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Peru."
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:11
msgid "Legal framework for electronic signatures in Peru"
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:13
msgid "In Peru, electronic signatures are regulated under the `Peruvian Civil Code, Law 27269 – Law of Digital Signatures and Certificates <https://webfiles-sc1.blackbaud.com/files/support/helpfiles/npoconnect/content/resources/attachments/peru-law-295-civil-code.pdf>`_, `Supreme Decree N° 052-2008-PCM – Regulation of the Law of Digital Signatures and Certificates <https://www.gob.pe/institucion/pcm/normas-legales/292462-052-2008-pcm>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:23
msgid "**Digital signatures generated with the official electronic signature infrastructure**: digital signature generated using a digital certificate supplied by a provider accredited as such by the National Institute for the Defense of Competition and the Protection of Intellectual Property."
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:28
msgid "How Odoo Sign complies with Peruvian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Peru by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Peru:"
msgstr ""
#: ../../content/applications/productivity/sign/peru.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Peru, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:5
msgid "Odoo Sign legality in the Philippines"
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in the Philippines."
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:11
msgid "Legal framework for electronic signatures in the Philippines"
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:13
msgid "In the Philippines, electronic signatures are regulated under the `Republic Act No. 8792 <https://www.bsp.gov.ph/PaymentAndSettlement/RA8792.pdf>`_ and the `Electronic Commerce Act <https://pdf.usaid.gov/pdf_docs/pnacn440.pdf>`_. The law governs the use of electronic records and signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:22
msgid "**Philippine national public key infrastructure system**: the Philippine government operates an official PKI system known as the Philippine National Public Key Infrastructure. This system requires subscribers to adhere to specific obligations regarding the custody and proper use of digital certificates."
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:28
msgid "How Odoo Sign complies with Philippine regulations"
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of the Philippines by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in the Philippines:"
msgstr ""
#: ../../content/applications/productivity/sign/philippines.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of the Philippines, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:5
msgid "Odoo Sign legality in Qatar"
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Qatar."
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:11
msgid "Legal framework for electronic signatures in Qatar"
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:13
msgid "In Qatar, electronic signatures are regulated under the `Electronic Transactions and Commerce Law No. 16 of 2010 <https://cyrilla.org/api/files/158944297524747iagh8c1wf.pdf>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:22
msgid "**Certification authorities**: digital signature generated using a digital certificate supplied by a certified provider."
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:26
msgid "How Odoo Sign complies with Qatari regulations"
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Qatar by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Qatar:"
msgstr ""
#: ../../content/applications/productivity/sign/qatar.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Qatar, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:5
msgid "Odoo Sign legality in Russia"
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Russia."
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:11
msgid "Legal framework for electronic signatures in Russia"
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:13
msgid "In Russia, electronic signatures are regulated under the `Federal Law No. 63-FZ as of 6 April 2011 \"On electronic signature\" <https://afyonluoglu.org/PublicWebFiles/e-imza/int-legislation/Russia-Federal%20Law%20on%20e-Signatures.pdf>`_ and the `Civil Code of the Russian Federation <https://www.wto.org/english/thewto_e/acc_e/rus_e/wtaccrus58_leg_360.pdf>`_. The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:24
msgid "**Qualified electronic signatures**: the law recognizes digital signature certificates that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:30
msgid "How Odoo Sign complies with Russian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:32
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Russia by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:60
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Russia:"
msgstr ""
#: ../../content/applications/productivity/sign/russia.rst:71
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Russia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:5
msgid "Odoo Sign legality in Saudi Arabia"
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Saudi Arabia."
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:11
msgid "Legal framework for electronic signatures in Saudi Arabia"
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:13
msgid "In Saudi Arabia, electronic signatures are regulated under the `Electronic Transactions Law <https://www.mcit.gov.sa/sites/default/files/2021-06/la_003_e_e-transactions_act%20%281%29.pdf>`_ and the Regulation No. 1/1429. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:21
msgid "**Certificate-based digital signatures**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Service Provider."
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:25
msgid "How Odoo Sign complies with Saudi regulations"
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Saudi Arabia by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Saudi Arabia:"
msgstr ""
#: ../../content/applications/productivity/sign/saudi_arabia.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Saudi Arabia, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/singapore.rst:5
msgid "Odoo Sign legality in Singapore"
msgstr ""
#: ../../content/applications/productivity/sign/singapore.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Singapore."
msgstr ""
#: ../../content/applications/productivity/sign/singapore.rst:11
msgid "Legal framework for electronic signatures in Singapore"
msgstr ""
#: ../../content/applications/productivity/sign/singapore.rst:13
msgid "In Singapore, electronic signatures are regulated under the `Electronic Transactions Act <https://www.imda.gov.sg/-/media/imda/files/regulation-licensing-and-consultations/acts-regulations/electronic-transactions-act.pdf>`_. The law recognizes the use of electronic documents and electronic signatures for the execution of contracts and other transactions. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/singapore.rst:23
msgid "How Odoo Sign complies with Singapore regulations"
msgstr ""
#: ../../content/applications/productivity/sign/singapore.rst:25
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Singapore by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/singapore.rst:53
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Singapore:"
msgstr ""
#: ../../content/applications/productivity/sign/singapore.rst:64
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Singapore, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:5
msgid "Odoo Sign legality in South Africa"
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in South Africa."
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:11
msgid "Legal framework for electronic signatures in South Africa"
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:13
msgid "In South Africa, electronic signatures are regulated under the `Electronic Communications and Transactions Act <https://www.gov.za/sites/default/files/gcis_document/201409/a25-02.pdf>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:22
msgid "**Advance electronic signatures**: in some cases, electronic signatures must be certified by an electronic signature certification authority."
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:26
msgid "How Odoo Sign complies with South African regulations"
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of South Africa by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in South Africa:"
msgstr ""
#: ../../content/applications/productivity/sign/south_africa.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of South Africa, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:5
msgid "Odoo Sign legality in South Korea"
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in South Korea."
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:11
msgid "Legal framework for electronic signatures in South Korea"
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:13
msgid "In South Korea, electronic signatures are regulated under the `Digital Signature Act <https://elaw.klri.re.kr/eng_mobile/viewer.do?hseq=61440&type=part&key=28#:~:text=The%20purpose%20of%20this%20Act,infrastructure%20for%20facilitating%20the%20use>`_ and the `Framework Act on Electronic Documents and Transactions of Korea <https://elaw.klri.re.kr/eng_mobile/viewer.do?hseq=61440&type=part&key=28#:~:text=The%20purpose%20of%20this%20Act,infrastructure%20for%20facilitating%20the%20use>`_. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:22
msgid "**Electronic signature certification services**: the law recognizes digital signature certificates or “seals” that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:28
msgid "How Odoo Sign complies with South Korean regulations"
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of South Korea by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in South Korea:"
msgstr ""
#: ../../content/applications/productivity/sign/south_korea.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of South Korea, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:5
msgid "Odoo Sign legality in Switzerland"
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Switzerland."
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:11
msgid "Legal framework for electronic signatures in Switzerland"
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:13
msgid "In Switzerland, electronic signatures are regulated under the `Federal Act on Electronic Signatures <https://www.wipo.int/wipolex/en/legislation/details/20036>`_ and the Swiss Code of Obligations. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:22
msgid "**Qualified electronic signatures**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Service Providers mandatory in some cases."
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:26
msgid "How Odoo Sign complies with Swiss regulations"
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Switzerland by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Switzerland:"
msgstr ""
#: ../../content/applications/productivity/sign/switzerland.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Switzerland, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/thailand.rst:5
msgid "Odoo Sign legality in Thailand"
msgstr ""
#: ../../content/applications/productivity/sign/thailand.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Thailand."
msgstr ""
#: ../../content/applications/productivity/sign/thailand.rst:11
msgid "Legal framework for electronic signatures in Thailand"
msgstr ""
#: ../../content/applications/productivity/sign/thailand.rst:13
msgid "In Thailand, electronic signatures are regulated under the `Electronic Transaction Act B.E. 2544 <https://www.etda.or.th/getattachment/8faa736b-3235-49c8-8b01-d37ff53a9a45/ENG-Version.aspx>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/thailand.rst:23
msgid "How Odoo Sign complies with Thai regulations"
msgstr ""
#: ../../content/applications/productivity/sign/thailand.rst:25
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Thailand by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/thailand.rst:53
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Thailand:"
msgstr ""
#: ../../content/applications/productivity/sign/thailand.rst:64
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Thailand, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:5
msgid "Odoo Sign legality in Turkey"
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Turkey."
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:11
msgid "Legal framework for electronic signatures in Turkey"
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:13
msgid "In Turkey, electronic signatures are regulated under the `Electronic Signature Law No.5070 <https://www.mevzuat.gov.tr/MevzuatMetin/1.5.5070.pdf>`_, `Code of Obligations No. 6098 <https://www.wipo.int/wipolex/en/legislation/details/11084>`_, among other secondary regulations. The law governs transactions performed through electronic means and the use of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:23
msgid "**Electronic certificate service provider**: the law recognizes electronic signatures supported by digital certificates issued by accredited Certification Service Provider."
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:27
msgid "How Odoo Sign complies with Turkish regulations"
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:29
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Turkey by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:57
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Turkey:"
msgstr ""
#: ../../content/applications/productivity/sign/turkey.rst:68
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Turkey, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/ukraine.rst:5
msgid "Odoo Sign legality in Ukraine"
msgstr ""
#: ../../content/applications/productivity/sign/ukraine.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Ukraine."
msgstr ""
#: ../../content/applications/productivity/sign/ukraine.rst:11
msgid "Legal framework for electronic signatures in Ukraine"
msgstr ""
#: ../../content/applications/productivity/sign/ukraine.rst:13
msgid "In Ukraine, electronic signatures are regulated under the Law of Ukraine No. 852-IV \"On Electronic Digital Signature. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/ukraine.rst:25
msgid "How Odoo Sign complies with Ukrainian regulations"
msgstr ""
#: ../../content/applications/productivity/sign/ukraine.rst:27
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Ukraine by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/ukraine.rst:55
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Ukraine:"
msgstr ""
#: ../../content/applications/productivity/sign/ukraine.rst:66
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Ukraine, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:5
msgid "Odoo Sign legality in the United Arab Emirates"
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in the United Arab Emirates."
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:11
msgid "Legal framework for electronic signatures in the United Arab Emirates"
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:13
msgid "In the United Arab Emirates, electronic signatures are regulated under the `Federal Decree by Law No. 46 of 2021 on Electronic Transactions and Trust Services <https://tdra.gov.ae/-/media/About/Others/FEDERAL-DECREELAW-NO-46-OF-2021--English.ashx#:~:text=This%20Decree%2DLaw%20aims%20to,Electronic%20Transactions%20across%20all%20sectors.>`_, `ADGM Electronic Transactions Regulations 202 <https://adgmen.thomsonreuters.com/sites/default/files/net_file_store/ADGM1547_23197_VER2021.pdf>`_, `DIFC Law No. 2 of 2017 <https://www.difc.ae/business/laws-and-regulations/legal-database/difc-laws/electronic-transactions-law-difc-law-no-2-2017>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:24
msgid "**Qualified electronic signature**: the law recognizes electronic signatures supported by digital certificates issued by a qualified trust service provider."
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:28
msgid "How Odoo Sign complies with Emirati regulations"
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of the United Arab Emirates by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in the United Arab Emirates:"
msgstr ""
#: ../../content/applications/productivity/sign/united_arab_emirates.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of the United Arab Emirates, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:5
msgid "Odoo Sign legality in the United Kingdom"
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in the United Kingdom."
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:11
msgid "Legal framework for electronic signatures in the United Kingdom"
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:13
msgid "In the United Kingdom, electronic signatures are regulated under Electronic Communications Act (ECA), and the `UK version <https://ico.org.uk/for-organisations/guide-to-eidas/>`_ of Regulation (EU) No 910/2014 of the European Parliament and of the Council of 23 July 2014 on electronic identification and trust services for electronic transactions in the internal market (eIDAS) as amended by the `Electronic Identification and Trust Services for Electronic Transactions <https://www.legislation.gov.uk/uksi/2019/89/made>`_ (Amendment) (EU Exit) Regulations 2019 (SI 2019/89) (the “UK eIDAS Regulation”). The law provides the foundation for the use and legal recognition of electronic signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:26
msgid "**Digital signature certificates**: the law recognizes digital signature certificates that serve as proof of identity of an individual for a certain purpose that can be used in special cases to provide additional security. These certificates are issued by Certification Authorities and are required by law for the signature of specific acts."
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:32
msgid "How Odoo Sign complies with the United Kingdom regulations"
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:34
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of the United Kingdom by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:62
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in the United Kingdom:"
msgstr ""
#: ../../content/applications/productivity/sign/united_kingdom.rst:73
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of the United Kingdom, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:5
msgid "Odoo Sign legality in Uzbekistan"
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Uzbekistan."
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:11
msgid "Legal framework for electronic signatures in Uzbekistan"
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:13
msgid "In Uzbekistan, electronic signatures are regulated under the `Law On Electronic Digital Signature <https://cis-legislation.com/document.fwx?rgn=144357>`_. The law establishes the legal basis for acknowledging electronic records, contracts, and digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:22
msgid "**Electronic digital signature keys**: digital signature generated using a digital certificate supplied by a qualified provider."
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:26
msgid "How Odoo Sign complies with Uzbekistani regulations"
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:28
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Uzbekistan by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:56
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Uzbekistan:"
msgstr ""
#: ../../content/applications/productivity/sign/uzbekistan.rst:67
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Uzbekistan, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:5
msgid "Odoo Sign legality in Vietnam"
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:7
msgid ":doc:`Odoo Sign <../sign>` is your trusted partner for secure, efficient, and legally compliant electronic signatures in Vietnam."
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:11
msgid "Legal framework for electronic signatures in Vietnam"
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:13
msgid "In Vietnam, electronic signatures are regulated under the `Civil Code No. 91/2015/QH132015 <https://www.wipo.int/wipolex/en/legislation/details/17200>`_, the `Law on E-Transactions No. 51/2005/QH11 <https://www.wto.org/english/thewto_e/acc_e/vnm_e/wtaccvnm43_leg_5.pdf>`_. The law governs transactions performed through electronic means and the use of digital signatures. The key points of the law include:"
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:23
msgid "**Certified electronic signatures**: the law regulates the use of digital certificates that guarantee security and integrity of the signature. In some cases, electronic signatures must be certified by an electronic signature certification service provide"
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:28
msgid "How Odoo Sign complies with Vietnamese regulations"
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:30
msgid "Odoo Sign ensures full compliance with the Electronic Signature Law of Vietnam by incorporating the following features:"
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:58
msgid "While Odoo Sign is broadly applicable, there are certain exceptions where electronic signatures may not be suitable or legally recognized in Vietnam:"
msgstr ""
#: ../../content/applications/productivity/sign/vietnam.rst:69
msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Vietnam, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary."
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:16
msgid "Spreadsheet lets you organize, analyze, and visualize your data in tabular form. Among others, you can:"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:19
msgid ":doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) <spreadsheet/insert>`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:20
msgid ":doc:`Use global filters <spreadsheet/global_filters>`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:21
msgid ":doc:`Use formulas and functions <spreadsheet/functions>`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:22
msgid ":doc:`Create and use templates <spreadsheet/templates>`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:23
msgid "Format data."
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:24
msgid "Sort and filter data."
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:29
msgid "Glossary"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:31
msgid "Some of Spreadsheet's main :abbr:`UI (user interface)` elements are highlighted and defined below."
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:-1
msgid "Spreadsheet main UI elements"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:37
msgid "Menu bar"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:38
msgid "Top bar"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:39
msgid "Formula bar"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:40
msgid "Filters button"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:41
msgid "Row header"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:42
msgid "Column header"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:43
msgid "Cell menu"
msgstr ""
#: ../../content/applications/productivity/spreadsheet.rst:44
msgid "Bottom bar"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:3
msgid "Functions"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:5
msgid "Spreadsheet functions are divided in the following categories:"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:7
msgid ":ref:`Array <functions/array>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:8
msgid ":ref:`Database <functions/database>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:9
msgid ":ref:`Date <functions/date>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:10
msgid ":ref:`Engineering <functions/engineering>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:11
msgid ":ref:`Filter <functions/filter>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:12
msgid ":ref:`Financial <functions/financial>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:13
msgid ":ref:`Info <functions/info>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:14
msgid ":ref:`Logical <functions/logical>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:15
msgid ":ref:`Lookup <functions/lookup>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:16
msgid ":ref:`Math <functions/math>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:17
msgid ":ref:`Misc <functions/misc>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:18
msgid ":ref:`Odoo <functions/odoo>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:19
msgid ":ref:`Operators <functions/operators>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:20
msgid ":ref:`Statistical <functions/statistical>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:21
msgid ":ref:`Text <functions/text>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:22
msgid ":ref:`Web <functions/web>`"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:25
msgid "Formulas containing functions that are not compatible with Excel are replaced by their evaluated result when exporting a spreadsheet."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:31
msgid "Array"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:37
#: ../../content/applications/productivity/spreadsheet/functions.rst:89
#: ../../content/applications/productivity/spreadsheet/functions.rst:125
#: ../../content/applications/productivity/spreadsheet/functions.rst:201
#: ../../content/applications/productivity/spreadsheet/functions.rst:215
#: ../../content/applications/productivity/spreadsheet/functions.rst:231
#: ../../content/applications/productivity/spreadsheet/functions.rst:341
#: ../../content/applications/productivity/spreadsheet/functions.rst:373
#: ../../content/applications/productivity/spreadsheet/functions.rst:405
#: ../../content/applications/productivity/spreadsheet/functions.rst:447
#: ../../content/applications/productivity/spreadsheet/functions.rst:575
#: ../../content/applications/productivity/spreadsheet/functions.rst:589
#: ../../content/applications/productivity/spreadsheet/functions.rst:621
#: ../../content/applications/productivity/spreadsheet/functions.rst:663
#: ../../content/applications/productivity/spreadsheet/functions.rst:783
#: ../../content/applications/productivity/spreadsheet/functions.rst:835
msgid "Name and arguments"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:38
#: ../../content/applications/productivity/spreadsheet/functions.rst:90
#: ../../content/applications/productivity/spreadsheet/functions.rst:126
#: ../../content/applications/productivity/spreadsheet/functions.rst:202
#: ../../content/applications/productivity/spreadsheet/functions.rst:216
#: ../../content/applications/productivity/spreadsheet/functions.rst:232
#: ../../content/applications/productivity/spreadsheet/functions.rst:342
#: ../../content/applications/productivity/spreadsheet/functions.rst:374
#: ../../content/applications/productivity/spreadsheet/functions.rst:406
#: ../../content/applications/productivity/spreadsheet/functions.rst:448
#: ../../content/applications/productivity/spreadsheet/functions.rst:576
#: ../../content/applications/productivity/spreadsheet/functions.rst:590
#: ../../content/applications/productivity/spreadsheet/functions.rst:622
#: ../../content/applications/productivity/spreadsheet/functions.rst:664
#: ../../content/applications/productivity/spreadsheet/functions.rst:784
#: ../../content/applications/productivity/spreadsheet/functions.rst:836
msgid "Description or link"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:39
msgid "ARRAY.CONSTRAIN(input_range, rows, columns)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:40
msgid "Returns a result array constrained to a specific width and height (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:41
msgid "CHOOSECOLS(array, col_num, [col_num2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:42
msgid "`Excel CHOOSECOLS article <https://support.microsoft.com/office/choosecols-function-bf117976-2722-4466-9b9a-1c01ed9aebff>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:43
msgid "CHOOSEROWS(array, row_num, [row_num2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:44
msgid "`Excel CHOOSEROWS article <https://support.microsoft.com/office/chooserows-function-51ace882-9bab-4a44-9625-7274ef7507a3>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:45
msgid "EXPAND(array, rows, [columns], [pad_with])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:46
msgid "`Excel EXPAND article <https://support.microsoft.com/office/expand-function-7433fba5-4ad1-41da-a904-d5d95808bc38>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:47
msgid "FLATTEN(range, [range2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:48
msgid "Flattens all the values from one or more ranges into a single column (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:49
msgid "FREQUENCY(data, classes)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:50
msgid "`Excel FREQUENCY article <https://support.microsoft.com/office/frequency-function-44e3be2b-eca0-42cd-a3f7-fd9ea898fdb9>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:51
msgid "HSTACK(range1, [range2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:52
msgid "`Excel HSTACK article <https://support.microsoft.com/office/hstack-function-98c4ab76-10fe-4b4f-8d5f-af1c125fe8c2>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:53
msgid "MDETERM(square_matrix)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:54
msgid "`Excel MDETERM article <https://support.microsoft.com/office/mdeterm-function-e7bfa857-3834-422b-b871-0ffd03717020>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:55
msgid "MINVERSE(square_matrix)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:56
msgid "`Excel MINVERSE article <https://support.microsoft.com/office/minverse-function-11f55086-adde-4c9f-8eb9-59da2d72efc6>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:57
msgid "MMULT(matrix1, matrix2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:58
msgid "`Excel MMULT article <https://support.microsoft.com/office/mmult-function-40593ed7-a3cd-4b6b-b9a3-e4ad3c7245eb>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:59
msgid "SUMPRODUCT(range1, [range2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:60
msgid "`Excel SUMPRODUCT article <https://support.microsoft.com/office/sumproduct-function-16753e75-9f68-4874-94ac-4d2145a2fd2e>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:61
msgid "SUMX2MY2(array_x, array_y)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:62
msgid "`Excel SUMX2MY2 article <https://support.microsoft.com/office/sumx2my2-function-9e599cc5-5399-48e9-a5e0-e37812dfa3e9>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:63
msgid "SUMX2PY2(array_x, array_y)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:64
msgid "`Excel SUMX2PY2 article <https://support.microsoft.com/office/sumx2py2-function-826b60b4-0aa2-4e5e-81d2-be704d3d786f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:65
msgid "SUMXMY2(array_x, array_y)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:66
msgid "`Excel SUMXMY2 article <https://support.microsoft.com/office/sumxmy2-function-9d144ac1-4d79-43de-b524-e2ecee23b299>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:67
msgid "TOCOL(array, [ignore], [scan_by_column])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:68
msgid "`Excel TOCOL article <https://support.microsoft.com/office/tocol-function-22839d9b-0b55-4fc1-b4e6-2761f8f122ed>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:69
msgid "TOROW(array, [ignore], [scan_by_column])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:70
msgid "`Excel TOROW article <https://support.microsoft.com/office/torow-function-b90d0964-a7d9-44b7-816b-ffa5c2fe2289>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:71
msgid "TRANSPOSE(range)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:72
msgid "`Excel TRANSPOSE article <https://support.microsoft.com/office/transpose-function-ed039415-ed8a-4a81-93e9-4b6dfac76027>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:73
msgid "VSTACK(range1, [range2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:74
msgid "`Excel VSTACK article <https://support.microsoft.com/office/vstack-function-a4b86897-be0f-48fc-adca-fcc10d795a9c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:75
msgid "WRAPCOLS(range, wrap_count, [pad_with])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:76
msgid "`Excel WRAPCOLS article <https://support.microsoft.com/office/wrapcols-function-d038b05a-57b7-4ee0-be94-ded0792511e2>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:77
msgid "WRAPROWS(range, wrap_count, [pad_with])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:78
msgid "`Excel WRAPROWS article <https://support.microsoft.com/office/wraprows-function-796825f3-975a-4cee-9c84-1bbddf60ade0>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:83
msgid "Database"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:91
msgid "DAVERAGE(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:92
msgid "`Excel DAVERAGE article <https://support.microsoft.com/office/daverage-function-a6a2d5ac-4b4b-48cd-a1d8-7b37834e5aee>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:93
msgid "DCOUNT(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:94
msgid "`Excel DCOUNT article <https://support.microsoft.com/office/dcount-function-c1fc7b93-fb0d-4d8d-97db-8d5f076eaeb1>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:95
msgid "DCOUNTA(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:96
msgid "`Excel DCOUNTA article <https://support.microsoft.com/office/dcounta-function-00232a6d-5a66-4a01-a25b-c1653fda1244>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:97
msgid "DGET(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:98
msgid "`Excel DGET article <https://support.microsoft.com/office/dget-function-455568bf-4eef-45f7-90f0-ec250d00892e>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:99
msgid "DMAX(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:100
msgid "`Excel DMAX article <https://support.microsoft.com/office/dmax-function-f4e8209d-8958-4c3d-a1ee-6351665d41c2>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:101
msgid "DMIN(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:102
msgid "`Excel DMIN article <https://support.microsoft.com/office/dmin-function-4ae6f1d9-1f26-40f1-a783-6dc3680192a3>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:103
msgid "DPRODUCT(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:104
msgid "`Excel DPRODUCT article <https://support.microsoft.com/office/dproduct-function-4f96b13e-d49c-47a7-b769-22f6d017cb31>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:105
msgid "DSTDEV(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:106
msgid "`Excel DSTDEV article <https://support.microsoft.com/office/dstdev-function-026b8c73-616d-4b5e-b072-241871c4ab96>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:107
msgid "DSTDEVP(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:108
msgid "`Excel DSTDEVP article <https://support.microsoft.com/office/dstdevp-function-04b78995-da03-4813-bbd9-d74fd0f5d94b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:109
msgid "DSUM(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:110
msgid "`Excel DSUM article <https://support.microsoft.com/office/dsum-function-53181285-0c4b-4f5a-aaa3-529a322be41b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:111
msgid "DVAR(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:112
msgid "`Excel DVAR article <https://support.microsoft.com/office/dvar-function-d6747ca9-99c7-48bb-996e-9d7af00f3ed1>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:113
msgid "DVARP(database, field, criteria)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:114
msgid "`Excel DVARP article <https://support.microsoft.com/office/dvarp-function-eb0ba387-9cb7-45c8-81e9-0394912502fc>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:119
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:46
msgid "Date"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:127
msgid "DATE(year, month, day)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:128
msgid "`Excel DATE article <https://support.microsoft.com/office/date-function-e36c0c8c-4104-49da-ab83-82328b832349>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:129
msgid "DATEDIF(start_date, end_date, unit)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:130
msgid "`Excel DATEDIF article <https://support.microsoft.com/office/datedif-function-25dba1a4-2812-480b-84dd-8b32a451b35c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:131
msgid "DATEVALUE(date_string)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:132
msgid "`Excel DATEVALUE article <https://support.microsoft.com/office/datevalue-function-df8b07d4-7761-4a93-bc33-b7471bbff252>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:133
msgid "DAY(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:134
msgid "`Excel DAY article <https://support.microsoft.com/office/day-function-8a7d1cbb-6c7d-4ba1-8aea-25c134d03101>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:135
msgid "DAYS(end_date, start_date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:136
msgid "`Excel DAYS article <https://support.microsoft.com/office/days-function-57740535-d549-4395-8728-0f07bff0b9df>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:137
msgid "DAYS360(start_date, end_date, [method])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:138
msgid "`Excel DAYS360 article <https://support.microsoft.com/office/days360-function-b9a509fd-49ef-407e-94df-0cbda5718c2a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:139
msgid "EDATE(start_date, months)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:140
msgid "`Excel EDATE article <https://support.microsoft.com/office/edate-function-3c920eb2-6e66-44e7-a1f5-753ae47ee4f5>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:141
msgid "EOMONTH(start_date, months)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:142
msgid "`Excel EOMONTH article <https://support.microsoft.com/office/eomonth-function-7314ffa1-2bc9-4005-9d66-f49db127d628>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:143
msgid "HOUR(time)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:144
msgid "`Excel HOUR article <https://support.microsoft.com/office/hour-function-a3afa879-86cb-4339-b1b5-2dd2d7310ac7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:145
msgid "ISOWEEKNUM(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:146
msgid "`Excel ISOWEEKNUM article <https://support.microsoft.com/office/isoweeknum-function-1c2d0afe-d25b-4ab1-8894-8d0520e90e0e>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:147
msgid "MINUTE(time)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:148
msgid "`Excel MINUTE article <https://support.microsoft.com/office/minute-function-af728df0-05c4-4b07-9eed-a84801a60589>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:149
msgid "MONTH(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:150
msgid "`Excel MONTH article <https://support.microsoft.com/office/month-function-579a2881-199b-48b2-ab90-ddba0eba86e8>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:151
msgid "NETWORKDAYS(start_date, end_date, [holidays])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:152
msgid "`Excel NETWORKDAYS article <https://support.microsoft.com/office/networkdays-function-48e717bf-a7a3-495f-969e-5005e3eb18e7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:153
msgid "NETWORKDAYS.INTL(start_date, end_date, [weekend], [holidays])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:154
msgid "`Excel NETWORKDAYS.INTL article <https://support.microsoft.com/office/networkdays-intl-function-a9b26239-4f20-46a1-9ab8-4e925bfd5e28>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:155
msgid "NOW()"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:156
msgid "`Excel NOW article <https://support.microsoft.com/office/now-function-3337fd29-145a-4347-b2e6-20c904739c46>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:157
msgid "SECOND(time)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:158
msgid "`Excel SECOND article <https://support.microsoft.com/office/second-function-740d1cfc-553c-4099-b668-80eaa24e8af1>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:159
msgid "TIME(hour, minute, second)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:160
msgid "`Excel TIME article <https://support.microsoft.com/office/time-function-9a5aff99-8f7d-4611-845e-747d0b8d5457>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:161
msgid "TIMEVALUE(time_string)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:162
msgid "`Excel TIMEVALUE article <https://support.microsoft.com/office/timevalue-function-0b615c12-33d8-4431-bf3d-f3eb6d186645>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:163
msgid "TODAY()"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:164
msgid "`Excel TODAY article <https://support.microsoft.com/office/today-function-5eb3078d-a82c-4736-8930-2f51a028fdd9>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:165
msgid "WEEKDAY(date, [type])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:166
msgid "`Excel WEEKDAY article <https://support.microsoft.com/office/weekday-function-60e44483-2ed1-439f-8bd0-e404c190949a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:167
msgid "WEEKNUM(date, [type])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:168
msgid "`Excel WEEKNUM article <https://support.microsoft.com/office/weeknum-function-e5c43a03-b4ab-426c-b411-b18c13c75340>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:169
msgid "WORKDAY(start_date, num_days, [holidays])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:170
msgid "`Excel WORKDAY article <https://support.microsoft.com/office/workday-function-f764a5b7-05fc-4494-9486-60d494efbf33>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:171
msgid "WORKDAY.INTL(start_date, num_days, [weekend], [holidays])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:172
msgid "`Excel WORKDAY.INTL article <https://support.microsoft.com/office/workday-intl-function-a378391c-9ba7-4678-8a39-39611a9bf81d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:173
msgid "YEAR(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:174
msgid "`Excel YEAR article <https://support.microsoft.com/office/year-function-c64f017a-1354-490d-981f-578e8ec8d3b9>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:175
msgid "YEARFRAC(start_date, end_date, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:176
msgid "Exact number of years between two dates (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:177
msgid "MONTH.START(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:178
msgid "First day of the month preceding a date (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:179
msgid "MONTH.END(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:180
msgid "Last day of the month following a date (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:181
msgid "QUARTER(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:182
msgid "Quarter of the year a specific date falls in (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:183
msgid "QUARTER.START(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:184
msgid "First day of the quarter of the year a specific date falls in (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:185
msgid "QUARTER.END(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:186
msgid "Last day of the quarter of the year a specific date falls in (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:187
msgid "YEAR.START(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:188
msgid "First day of the year a specific date falls in (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:189
msgid "YEAR.END(date)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:190
msgid "Last day of the year a specific date falls in (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:195
msgid "Engineering"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:203
msgid "DELTA(number1, [number2])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:204
msgid "`Excel DELTA article <https://support.microsoft.com/office/delta-function-2f763672-c959-4e07-ac33-fe03220ba432>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:209
msgid "Filter"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:217
msgid "FILTER(range, condition1, [condition2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:218
msgid "`Excel FILTER article <https://support.microsoft.com/office/filter-function-f4f7cb66-82eb-4767-8f7c-4877ad80c759>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:219
msgid "UNIQUE(range, [by_column], [exactly_once])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:220
msgid "`Excel UNIQUE article <https://support.microsoft.com/office/unique-function-c5ab87fd-30a3-4ce9-9d1a-40204fb85e1e>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:225
msgid "Financial"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:233
msgid "ACCRINTM(issue, maturity, rate, redemption, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:234
msgid "`Excel ACCRINTM article <https://support.microsoft.com/office/accrintm-function-f62f01f9-5754-4cc4-805b-0e70199328a7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:235
msgid "AMORLINC(cost, purchase_date, first_period_end, salvage, period, rate, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:236
msgid "`Excel AMORLINC article <https://support.microsoft.com/office/amorlinc-function-7d417b45-f7f5-4dba-a0a5-3451a81079a8>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:237
msgid "COUPDAYS(settlement, maturity, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:238
msgid "`Excel COUPDAYS article <https://support.microsoft.com/office/coupdays-function-cc64380b-315b-4e7b-950c-b30b0a76f671>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:239
msgid "COUPDAYBS(settlement, maturity, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:240
msgid "`Excel COUPDAYBS article <https://support.microsoft.com/office/coupdaybs-function-eb9a8dfb-2fb2-4c61-8e5d-690b320cf872>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:241
msgid "COUPDAYSNC(settlement, maturity, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:242
msgid "`Excel COUPDAYSNC article <https://support.microsoft.com/office/coupdaysnc-function-5ab3f0b2-029f-4a8b-bb65-47d525eea547>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:243
msgid "COUPNCD(settlement, maturity, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:244
msgid "`Excel COUPNCD article <https://support.microsoft.com/office/coupncd-function-fd962fef-506b-4d9d-8590-16df5393691f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:245
msgid "COUPNUM(settlement, maturity, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:246
msgid "`Excel COUPNUM article <https://support.microsoft.com/office/coupnum-function-a90af57b-de53-4969-9c99-dd6139db2522>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:247
msgid "COUPPCD(settlement, maturity, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:248
msgid "`Excel COUPPCD article <https://support.microsoft.com/office/couppcd-function-2eb50473-6ee9-4052-a206-77a9a385d5b3>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:249
msgid "CUMIPMT(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:250
msgid "`Excel CUMIPMT article <https://support.microsoft.com/office/cumipmt-function-61067bb0-9016-427d-b95b-1a752af0e606>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:251
msgid "CUMPRINC(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:252
msgid "`Excel CUMPRINC article <https://support.microsoft.com/office/cumprinc-function-94a4516d-bd65-41a1-bc16-053a6af4c04d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:253
msgid "DB(cost, salvage, life, period, [month])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:254
msgid "`Excel DB article <https://support.microsoft.com/office/db-function-354e7d28-5f93-4ff1-8a52-eb4ee549d9d7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:255
msgid "DDB(cost, salvage, life, period, [factor])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:256
msgid "`Excel DDB article <https://support.microsoft.com/office/ddb-function-519a7a37-8772-4c96-85c0-ed2c209717a5>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:257
msgid "DISC(settlement, maturity, price, redemption, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:258
msgid "`Excel DISC article <https://support.microsoft.com/office/disc-function-71fce9f3-3f05-4acf-a5a3-eac6ef4daa53>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:259
msgid "DOLLARDE(fractional_price, unit)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:260
msgid "`Excel DOLLARDE article <https://support.microsoft.com/office/dollarde-function-db85aab0-1677-428a-9dfd-a38476693427>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:261
msgid "DOLLARFR(decimal_price, unit)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:262
msgid "`Excel DOLLARFR article <https://support.microsoft.com/office/dollarfr-function-0835d163-3023-4a33-9824-3042c5d4f495>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:263
msgid "DURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:264
msgid "`Excel DURATION article <https://support.microsoft.com/office/duration-function-b254ea57-eadc-4602-a86a-c8e369334038>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:265
msgid "EFFECT(nominal_rate, periods_per_year)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:266
msgid "`Excel EFFECT article <https://support.microsoft.com/office/effect-function-910d4e4c-79e2-4009-95e6-507e04f11bc4>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:267
msgid "FV(rate, number_of_periods, payment_amount, [present_value], [end_or_beginning])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:268
msgid "`Excel FV article <https://support.microsoft.com/office/fv-function-2eef9f44-a084-4c61-bdd8-4fe4bb1b71b3>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:269
msgid "FVSCHEDULE(principal, rate_schedule)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:270
msgid "`Excel FVSCHEDULE article <https://support.microsoft.com/office/fvschedule-function-bec29522-bd87-4082-bab9-a241f3fb251d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:271
msgid "INTRATE(settlement, maturity, investment, redemption, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:272
msgid "`Excel INTRATE article <https://support.microsoft.com/office/intrate-function-5cb34dde-a221-4cb6-b3eb-0b9e55e1316f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:273
msgid "IPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:274
msgid "`Excel IPMT article <https://support.microsoft.com/office/ipmt-function-5cce0ad6-8402-4a41-8d29-61a0b054cb6f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:275
msgid "IRR(cashflow_amounts, [rate_guess])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:276
msgid "`Excel IRR article <https://support.microsoft.com/office/irr-function-64925eaa-9988-495b-b290-3ad0c163c1bc>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:277
msgid "ISPMT(rate, period, number_of_periods, present_value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:278
msgid "`Excel ISPMT article <https://support.microsoft.com/office/ispmt-function-fa58adb6-9d39-4ce0-8f43-75399cea56cc>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:279
msgid "MDURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:280
msgid "`Excel MDURATION article <https://support.microsoft.com/office/mduration-function-b3786a69-4f20-469a-94ad-33e5b90a763c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:281
msgid "MIRR(cashflow_amounts, financing_rate, reinvestment_return_rate)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:282
msgid "`Excel MIRR article <https://support.microsoft.com/office/mirr-function-b020f038-7492-4fb4-93c1-35c345b53524>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:283
msgid "NOMINAL(effective_rate, periods_per_year)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:284
msgid "`Excel NOMINAL article <https://support.microsoft.com/office/nominal-function-7f1ae29b-6b92-435e-b950-ad8b190ddd2b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:285
msgid "NPER(rate, payment_amount, present_value, [future_value], [end_or_beginning])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:286
msgid "`Excel NPER article <https://support.microsoft.com/office/nper-function-240535b5-6653-4d2d-bfcf-b6a38151d815>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:287
msgid "NPV(discount, cashflow1, [cashflow2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:288
msgid "`Excel NPV article <https://support.microsoft.com/office/npv-function-8672cb67-2576-4d07-b67b-ac28acf2a568>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:289
msgid "PDURATION(rate, present_value, future_value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:290
msgid "`Excel PDURATION article <https://support.microsoft.com/office/pduration-function-44f33460-5be5-4c90-b857-22308892adaf>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:291
msgid "PMT(rate, number_of_periods, present_value, [future_value], [end_or_beginning])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:292
msgid "`Excel PMT article <https://support.microsoft.com/office/pmt-function-0214da64-9a63-4996-bc20-214433fa6441>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:293
msgid "PPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:294
msgid "`Excel PPMT article <https://support.microsoft.com/office/ppmt-function-c370d9e3-7749-4ca4-beea-b06c6ac95e1b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:295
msgid "PV(rate, number_of_periods, payment_amount, [future_value], [end_or_beginning])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:296
msgid "`Excel PV article <https://support.microsoft.com/office/pv-function-23879d31-0e02-4321-be01-da16e8168cbd>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:297
msgid "PRICE(settlement, maturity, rate, yield, redemption, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:298
msgid "`Excel PRICE article <https://support.microsoft.com/office/price-function-3ea9deac-8dfa-436f-a7c8-17ea02c21b0a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:299
msgid "PRICEDISC(settlement, maturity, discount, redemption, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:300
msgid "`Excel PRICEDISC article <https://support.microsoft.com/office/pricedisc-function-d06ad7c1-380e-4be7-9fd9-75e3079acfd3>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:301
msgid "PRICEMAT(settlement, maturity, issue, rate, yield, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:302
msgid "`Excel PRICEMAT article <https://support.microsoft.com/office/pricemat-function-52c3b4da-bc7e-476a-989f-a95f675cae77>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:303
msgid "RATE(number_of_periods, payment_per_period, present_value, [future_value], [end_or_beginning], [rate_guess])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:304
msgid "`Excel RATE article <https://support.microsoft.com/office/rate-function-9f665657-4a7e-4bb7-a030-83fc59e748ce>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:305
msgid "RECEIVED(settlement, maturity, investment, discount, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:306
msgid "`Excel RECEIVED article <https://support.microsoft.com/office/received-function-7a3f8b93-6611-4f81-8576-828312c9b5e5>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:307
msgid "RRI(number_of_periods, present_value, future_value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:308
msgid "`Excel RRI article <https://support.microsoft.com/office/rri-function-6f5822d8-7ef1-4233-944c-79e8172930f4>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:309
msgid "SLN(cost, salvage, life)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:310
msgid "`Excel SLN article <https://support.microsoft.com/office/sln-function-cdb666e5-c1c6-40a7-806a-e695edc2f1c8>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:311
msgid "SYD(cost, salvage, life, period)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:312
msgid "`Excel SYD article <https://support.microsoft.com/office/syd-function-069f8106-b60b-4ca2-98e0-2a0f206bdb27>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:313
msgid "TBILLPRICE(settlement, maturity, discount)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:314
msgid "`Excel TBILLPRICE article <https://support.microsoft.com/office/tbillprice-function-eacca992-c29d-425a-9eb8-0513fe6035a2>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:315
msgid "TBILLEQ(settlement, maturity, discount)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:316
msgid "`Excel TBILLEQ article <https://support.microsoft.com/office/tbilleq-function-2ab72d90-9b4d-4efe-9fc2-0f81f2c19c8c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:317
msgid "TBILLYIELD(settlement, maturity, price)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:318
msgid "`Excel TBILLYIELD article <https://support.microsoft.com/office/tbillyield-function-6d381232-f4b0-4cd5-8e97-45b9c03468ba>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:319
msgid "VDB(cost, salvage, life, start, end, [factor], [no_switch])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:320
msgid "`Excel VDB article <https://support.microsoft.com/office/vdb-function-dde4e207-f3fa-488d-91d2-66d55e861d73>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:321
msgid "XIRR(cashflow_amounts, cashflow_dates, [rate_guess])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:322
msgid "`Excel XIRR article <https://support.microsoft.com/office/xirr-function-de1242ec-6477-445b-b11b-a303ad9adc9d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:323
msgid "XNPV(discount, cashflow_amounts, cashflow_dates)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:324
msgid "`Excel XNPV article <https://support.microsoft.com/office/xnpv-function-1b42bbf6-370f-4532-a0eb-d67c16b664b7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:325
msgid "YIELD(settlement, maturity, rate, price, redemption, frequency, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:326
msgid "`Excel YIELD article <https://support.microsoft.com/office/yield-function-f5f5ca43-c4bd-434f-8bd2-ed3c9727a4fe>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:327
msgid "YIELDDISC(settlement, maturity, price, redemption, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:328
msgid "`Excel YIELDDISC article <https://support.microsoft.com/office/yielddisc-function-a9dbdbae-7dae-46de-b995-615faffaaed7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:329
msgid "YIELDMAT(settlement, maturity, issue, rate, price, [day_count_convention])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:330
msgid "`Excel YIELDMAT article <https://support.microsoft.com/office/yieldmat-function-ba7d1809-0d33-4bcb-96c7-6c56ec62ef6f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:335
msgid "Info"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:343
msgid "CELL(info_type, reference)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:344
msgid "`Excel CELL article <https://support.microsoft.com/office/cell-function-51bd39a5-f338-4dbe-a33f-955d67c2b2cf>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:345
msgid "ISERR(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:346
#: ../../content/applications/productivity/spreadsheet/functions.rst:348
#: ../../content/applications/productivity/spreadsheet/functions.rst:350
#: ../../content/applications/productivity/spreadsheet/functions.rst:352
#: ../../content/applications/productivity/spreadsheet/functions.rst:354
#: ../../content/applications/productivity/spreadsheet/functions.rst:356
#: ../../content/applications/productivity/spreadsheet/functions.rst:358
#: ../../content/applications/productivity/spreadsheet/functions.rst:360
msgid "`Excel IS article <https://support.microsoft.com/office/is-functions-0f2d7971-6019-40a0-a171-f2d869135665>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:347
msgid "ISERROR(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:349
msgid "ISLOGICAL(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:351
msgid "ISNA(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:353
msgid "ISNONTEXT(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:355
msgid "ISNUMBER(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:357
msgid "ISTEXT(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:359
msgid "ISBLANK(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:361
msgid "NA()"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:362
msgid "`Excel NA article <https://support.microsoft.com/office/na-function-5469c2d1-a90c-4fb5-9bbc-64bd9bb6b47c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:367
msgid "Logical"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:375
msgid "AND(logical_expression1, [logical_expression2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:376
msgid "`Excel AND article <https://support.microsoft.com/office/and-function-5f19b2e8-e1df-4408-897a-ce285a19e9d9>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:377
msgid "FALSE()"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:378
msgid "`Excel FALSE article <https://support.microsoft.com/office/false-function-2d58dfa5-9c03-4259-bf8f-f0ae14346904>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:379
msgid "IF(logical_expression, value_if_true, [value_if_false])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:380
msgid "`Excel IF article <https://support.microsoft.com/office/if-function-69aed7c9-4e8a-4755-a9bc-aa8bbff73be2>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:381
msgid "IFERROR(value, [value_if_error])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:382
msgid "`Excel IFERROR article <https://support.microsoft.com/office/iferror-function-c526fd07-caeb-47b8-8bb6-63f3e417f611>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:383
msgid "IFNA(value, [value_if_error])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:384
msgid "`Excel IFNA article <https://support.microsoft.com/office/ifna-function-6626c961-a569-42fc-a49d-79b4951fd461>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:385
msgid "IFS(condition1, value1, [condition2, ...], [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:386
msgid "`Excel IFS article <https://support.microsoft.com/office/ifs-function-36329a26-37b2-467c-972b-4a39bd951d45>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:387
msgid "NOT(logical_expression)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:388
msgid "`Excel NOT article <https://support.microsoft.com/office/not-function-9cfc6011-a054-40c7-a140-cd4ba2d87d77>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:389
msgid "OR(logical_expression1, [logical_expression2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:390
msgid "`Excel OR article <https://support.microsoft.com/office/or-function-7d17ad14-8700-4281-b308-00b131e22af0>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:391
msgid "TRUE()"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:392
msgid "`Excel TRUE article <https://support.microsoft.com/office/true-function-7652c6e3-8987-48d0-97cd-ef223246b3fb>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:393
msgid "XOR(logical_expression1, [logical_expression2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:394
msgid "`Excel XOR article <https://support.microsoft.com/office/xor-function-1548d4c2-5e47-4f77-9a92-0533bba14f37>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:399
msgid "Lookup"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:407
msgid "ADDRESS(row, column, [absolute_relative_mode], [use_a1_notation], [sheet])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:408
msgid "`Excel ADDRESS article <https://support.microsoft.com/office/address-function-d0c26c0d-3991-446b-8de4-ab46431d4f89>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:409
msgid "COLUMN([cell_reference])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:410
msgid "`Excel COLUMN article <https://support.microsoft.com/office/column-function-44e8c754-711c-4df3-9da4-47a55042554b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:411
msgid "COLUMNS(range)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:412
msgid "`Excel COLUMNS article <https://support.microsoft.com/office/columns-function-4e8e7b4e-e603-43e8-b177-956088fa48ca>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:413
msgid "HLOOKUP(search_key, range, index, [is_sorted])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:414
msgid "`Excel HLOOKUP article <https://support.microsoft.com/office/hlookup-function-a3034eec-b719-4ba3-bb65-e1ad662ed95f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:415
msgid "INDEX(reference, row, column)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:416
msgid "`Excel INDEX article <https://support.microsoft.com/office/index-function-a5dcf0dd-996d-40a4-a822-b56b061328bd>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:417
msgid "INDIRECT(reference, [use_a1_notation])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:418
msgid "`Excel INDIRECT article <https://support.microsoft.com/office/indirect-function-474b3a3a-8a26-4f44-b491-92b6306fa261>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:419
msgid "LOOKUP(search_key, search_array, [result_range])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:420
msgid "`Excel LOOKUP article <https://support.microsoft.com/office/lookup-function-446d94af-663b-451d-8251-369d5e3864cb>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:421
msgid "MATCH(search_key, range, [search_type])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:422
msgid "`Excel MATCH article <https://support.microsoft.com/office/match-function-e8dffd45-c762-47d6-bf89-533f4a37673a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:423
msgid "PIVOT(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:424
msgid "Get the value from a pivot (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:425
msgid "PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:426
msgid "Get the header of a pivot (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:427
msgid "PIVOT.TABLE(pivot_id, [row_count], [include_total], [include_column_titles])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:428
msgid "Get a pivot table (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:429
msgid "ROW([cell_reference])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:430
msgid "`Excel ROW article <https://support.microsoft.com/office/row-function-3a63b74a-c4d0-4093-b49a-e76eb49a6d8d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:431
msgid "ROWS(range)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:432
msgid "`Excel ROWS article <https://support.microsoft.com/office/rows-function-b592593e-3fc2-47f2-bec1-bda493811597>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:433
msgid "VLOOKUP(search_key, range, index, [is_sorted])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:434
msgid "`Excel VLOOKUP article <https://support.microsoft.com/office/vlookup-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:435
msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:436
msgid "`Excel XLOOKUP article <https://support.microsoft.com/office/xlookup-function-b7fd680e-6d10-43e6-84f9-88eae8bf5929>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:441
msgid "Math"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:449
msgid "ABS(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:450
msgid "`Excel ABS article <https://support.microsoft.com/office/abs-function-3420200f-5628-4e8c-99da-c99d7c87713c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:451
msgid "ACOS(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:452
msgid "`Excel ACOS article <https://support.microsoft.com/office/acos-function-cb73173f-d089-4582-afa1-76e5524b5d5b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:453
msgid "ACOSH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:454
msgid "`Excel ACOSH article <https://support.microsoft.com/office/acosh-function-e3992cc1-103f-4e72-9f04-624b9ef5ebfe>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:455
msgid "ACOT(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:456
msgid "`Excel ACOT article <https://support.microsoft.com/office/acot-function-dc7e5008-fe6b-402e-bdd6-2eea8383d905>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:457
msgid "ACOTH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:458
msgid "`Excel ACOTH article <https://support.microsoft.com/office/acoth-function-cc49480f-f684-4171-9fc5-73e4e852300f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:459
msgid "ASIN(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:460
msgid "`Excel ASIN article <https://support.microsoft.com/office/asin-function-81fb95e5-6d6f-48c4-bc45-58f955c6d347>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:461
msgid "ASINH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:462
msgid "`Excel ASINH article <https://support.microsoft.com/office/asinh-function-4e00475a-067a-43cf-926a-765b0249717c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:463
msgid "ATAN(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:464
msgid "`Excel ATAN article <https://support.microsoft.com/office/atan-function-50746fa8-630a-406b-81d0-4a2aed395543>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:465
msgid "ATAN2(x, y)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:466
msgid "`Excel ATAN2 article <https://support.microsoft.com/office/atan2-function-c04592ab-b9e3-4908-b428-c96b3a565033>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:467
msgid "ATANH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:468
msgid "`Excel ATANH article <https://support.microsoft.com/office/atanh-function-3cd65768-0de7-4f1d-b312-d01c8c930d90>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:469
msgid "CEILING(value, [factor])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:470
msgid "`Excel CEILING article <https://support.microsoft.com/office/ceiling-function-0a5cd7c8-0720-4f0a-bd2c-c943e510899f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:471
msgid "CEILING.MATH(number, [significance], [mode])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:472
msgid "`Excel CEILING.MATH article <https://support.microsoft.com/office/ceiling-math-function-80f95d2f-b499-4eee-9f16-f795a8e306c8>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:473
msgid "CEILING.PRECISE(number, [significance])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:474
msgid "`Excel CEILING.PRECISE article <https://support.microsoft.com/office/ceiling-precise-function-f366a774-527a-4c92-ba49-af0a196e66cb>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:475
msgid "COS(angle)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:476
msgid "`Excel COS article <https://support.microsoft.com/office/cos-function-0fb808a5-95d6-4553-8148-22aebdce5f05>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:477
msgid "COSH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:478
msgid "`Excel COSH article <https://support.microsoft.com/office/cosh-function-e460d426-c471-43e8-9540-a57ff3b70555>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:479
msgid "COT(angle)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:480
msgid "`Excel COT article <https://support.microsoft.com/office/cot-function-c446f34d-6fe4-40dc-84f8-cf59e5f5e31a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:481
msgid "COTH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:482
msgid "`Excel COTH article <https://support.microsoft.com/office/coth-function-2e0b4cb6-0ba0-403e-aed4-deaa71b49df5>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:483
msgid "COUNTBLANK(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:484
msgid "`Excel COUNTBLANK article <https://support.microsoft.com/office/countblank-function-6a92d772-675c-4bee-b346-24af6bd3ac22>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:485
msgid "COUNTIF(range, criterion)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:486
msgid "`Excel COUNTIF article <https://support.microsoft.com/office/countif-function-e0de10c6-f885-4e71-abb4-1f464816df34>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:487
msgid "COUNTIFS(criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:488
msgid "`Excel COUNTIFS article <https://support.microsoft.com/office/countifs-function-dda3dc6e-f74e-4aee-88bc-aa8c2a866842>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:489
msgid "COUNTUNIQUE(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:490
msgid "Counts number of unique values in a range (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:491
msgid "COUNTUNIQUEIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:492
msgid "Counts number of unique values in a range, filtered by a set of criteria (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:493
msgid "CSC(angle)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:494
msgid "`Excel CSC article <https://support.microsoft.com/office/csc-function-07379361-219a-4398-8675-07ddc4f135c1>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:495
msgid "CSCH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:496
msgid "`Excel CSCH article <https://support.microsoft.com/office/csch-function-f58f2c22-eb75-4dd6-84f4-a503527f8eeb>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:497
msgid "DECIMAL(value, base)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:498
msgid "`Excel DECIMAL article <https://support.microsoft.com/office/decimal-function-ee554665-6176-46ef-82de-0a283658da2e>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:499
msgid "DEGREES(angle)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:500
msgid "`Excel DEGREES article <https://support.microsoft.com/office/degrees-function-4d6ec4db-e694-4b94-ace0-1cc3f61f9ba1>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:501
msgid "EXP(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:502
msgid "`Excel EXP article <https://support.microsoft.com/office/exp-function-c578f034-2c45-4c37-bc8c-329660a63abe>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:503
msgid "FLOOR(value, [factor])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:504
msgid "`Excel FLOOR article <https://support.microsoft.com/office/floor-function-14bb497c-24f2-4e04-b327-b0b4de5a8886>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:505
msgid "FLOOR.MATH(number, [significance], [mode])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:506
msgid "`Excel FLOOR.MATH article <https://support.microsoft.com/office/floor-math-function-c302b599-fbdb-4177-ba19-2c2b1249a2f5>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:507
msgid "FLOOR.PRECISE(number, [significance])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:508
msgid "`Excel FLOOR.PRECISE article <https://support.microsoft.com/office/floor-precise-function-f769b468-1452-4617-8dc3-02f842a0702e>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:509
msgid "INT(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:510
msgid "`Excel INT article <https://support.microsoft.com/office/int-function-a6c4af9e-356d-4369-ab6a-cb1fd9d343ef>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:511
msgid "ISEVEN(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:512
msgid "`Excel ISEVEN article <https://support.microsoft.com/office/iseven-function-aa15929a-d77b-4fbb-92f4-2f479af55356>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:513
msgid "ISO.CEILING(number, [significance])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:514
msgid "`Excel ISO.CEILING article <https://support.microsoft.com/office/iso-ceiling-function-e587bb73-6cc2-4113-b664-ff5b09859a83>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:515
msgid "ISODD(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:516
msgid "`Excel ISODD article <https://support.microsoft.com/office/isodd-function-1208a56d-4f10-4f44-a5fc-648cafd6c07a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:517
msgid "LN(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:518
msgid "`Excel LN article <https://support.microsoft.com/office/ln-function-81fe1ed7-dac9-4acd-ba1d-07a142c6118f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:519
msgid "MOD(dividend, divisor)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:520
msgid "`Excel MOD article <https://support.microsoft.com/office/mod-function-9b6cd169-b6ee-406a-a97b-edf2a9dc24f3>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:521
msgid "MUNIT(dimension)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:522
msgid "`Excel MUNIT article <https://support.microsoft.com/office/munit-function-c9fe916a-dc26-4105-997d-ba22799853a3>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:523
msgid "ODD(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:524
msgid "`Excel ODD article <https://support.microsoft.com/office/odd-function-deae64eb-e08a-4c88-8b40-6d0b42575c98>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:525
msgid "PI()"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:526
msgid "`Excel PI article <https://support.microsoft.com/office/pi-function-264199d0-a3ba-46b8-975a-c4a04608989b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:527
msgid "POWER(base, exponent)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:528
msgid "`Excel POWER article <https://support.microsoft.com/office/power-function-d3f2908b-56f4-4c3f-895a-07fb519c362a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:529
msgid "PRODUCT(factor1, [factor2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:530
msgid "`Excel PRODUCT article <https://support.microsoft.com/office/product-function-8e6b5b24-90ee-4650-aeec-80982a0512ce>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:531
msgid "RAND()"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:532
msgid "`Excel RAND article <https://support.microsoft.com/office/rand-function-4cbfa695-8869-4788-8d90-021ea9f5be73>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:533
msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:534
msgid "`Excel RANDARRAY article <https://support.microsoft.com/office/randarray-function-21261e55-3bec-4885-86a6-8b0a47fd4d33>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:535
msgid "RANDBETWEEN(low, high)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:536
msgid "`Excel RANDBETWEEN article <https://support.microsoft.com/office/randbetween-function-4cc7f0d1-87dc-4eb7-987f-a469ab381685>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:537
msgid "ROUND(value, [places])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:538
msgid "`Excel ROUND article <https://support.microsoft.com/office/round-function-c018c5d8-40fb-4053-90b1-b3e7f61a213c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:539
msgid "ROUNDDOWN(value, [places])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:540
msgid "`Excel ROUNDDOWN article <https://support.microsoft.com/office/rounddown-function-2ec94c73-241f-4b01-8c6f-17e6d7968f53>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:541
msgid "ROUNDUP(value, [places])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:542
msgid "`Excel ROUNDUP article <https://support.microsoft.com/office/roundup-function-f8bc9b23-e795-47db-8703-db171d0c42a7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:543
msgid "SEC(angle)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:544
msgid "`Excel SEC article <https://support.microsoft.com/office/sec-function-ff224717-9c87-4170-9b58-d069ced6d5f7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:545
msgid "SECH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:546
msgid "`Excel SECH article <https://support.microsoft.com/office/sech-function-e05a789f-5ff7-4d7f-984a-5edb9b09556f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:547
msgid "SIN(angle)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:548
msgid "`Excel SIN article <https://support.microsoft.com/office/sin-function-cf0e3432-8b9e-483c-bc55-a76651c95602>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:549
msgid "SINH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:550
msgid "`Excel SINH article <https://support.microsoft.com/office/sinh-function-1e4e8b9f-2b65-43fc-ab8a-0a37f4081fa7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:551
msgid "SQRT(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:552
msgid "`Excel SQRT article <https://support.microsoft.com/office/sqrt-function-654975c2-05c4-4831-9a24-2c65e4040fdf>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:553
msgid "SUM(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:554
msgid "`Excel SUM article <https://support.microsoft.com/office/sum-function-043e1c7d-7726-4e80-8f32-07b23e057f89>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:555
msgid "SUMIF(criteria_range, criterion, [sum_range])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:556
msgid "`Excel SUMIF article <https://support.microsoft.com/office/sumif-function-169b8c99-c05c-4483-a712-1697a653039b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:557
msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:558
msgid "`Excel SUMIFS article <https://support.microsoft.com/office/sumifs-function-c9e748f5-7ea7-455d-9406-611cebce642b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:559
msgid "TAN(angle)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:560
msgid "`Excel TAN article <https://support.microsoft.com/office/tan-function-08851a40-179f-4052-b789-d7f699447401>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:561
msgid "TANH(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:562
msgid "`Excel TANH article <https://support.microsoft.com/office/tanh-function-017222f0-a0c3-4f69-9787-b3202295dc6c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:563
msgid "TRUNC(value, [places])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:564
msgid "`Excel TRUNC article <https://support.microsoft.com/office/trunc-function-8b86a64c-3127-43db-ba14-aa5ceb292721>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:569
msgid "Misc"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:577
msgid "FORMAT.LARGE.NUMBER(value, [unit])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:578
msgid "Apply a large number format (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:583
msgid "Odoo"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:591
msgid "ODOO.CREDIT(account_codes, date_range, [offset], [company_id], [include_unposted])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:592
msgid "Get the total credit for the specified account(s) and period (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:593
msgid "ODOO.DEBIT(account_codes, date_range, [offset], [company_id], [include_unposted])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:594
msgid "Get the total debit for the specified account(s) and period (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:595
msgid "ODOO.BALANCE(account_codes, date_range, [offset], [company_id], [include_unposted])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:596
msgid "Get the total balance for the specified account(s) and period (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:597
msgid "ODOO.FISCALYEAR.START(day, [company_id])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:598
msgid "Returns the starting date of the fiscal year encompassing the provided date (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:599
msgid "ODOO.FISCALYEAR.END(day, [company_id])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:600
msgid "Returns the ending date of the fiscal year encompassing the provided date (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:601
msgid "ODOO.ACCOUNT.GROUP(type)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:602
msgid "Returns the account ids of a given group (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:603
msgid "ODOO.CURRENCY.RATE(currency_from, currency_to, [date])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:604
msgid "This function takes in two currency codes as arguments, and returns the exchange rate from the first currency to the second as float (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:605
msgid "ODOO.LIST(list_id, index, field_name)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:606
msgid "Get the value from a list (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:607
msgid "ODOO.LIST.HEADER(list_id, field_name)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:608
msgid "Get the header of a list (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:609
msgid "ODOO.FILTER.VALUE(filter_name)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:610
msgid "Return the current value of a spreadsheet filter (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:615
msgid "Operators"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:623
msgid "ADD(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:624
msgid "Sum of two numbers (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:625
msgid "CONCAT(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:626
msgid "`Excel CONCAT article <https://support.microsoft.com/office/concat-function-9b1a9a3f-94ff-41af-9736-694cbd6b4ca2>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:627
msgid "DIVIDE(dividend, divisor)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:628
msgid "One number divided by another (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:629
msgid "EQ(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:630
msgid "Equal (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:631
msgid "GT(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:632
msgid "Strictly greater than (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:633
msgid "GTE(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:634
msgid "Greater than or equal to (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:635
msgid "LT(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:636
msgid "Less than (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:637
msgid "LTE(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:638
msgid "Less than or equal to (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:639
msgid "MINUS(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:640
msgid "Difference of two numbers (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:641
msgid "MULTIPLY(factor1, factor2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:642
msgid "Product of two numbers (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:643
msgid "NE(value1, value2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:644
msgid "Not equal (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:645
msgid "POW(base, exponent)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:646
msgid "A number raised to a power (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:647
msgid "UMINUS(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:648
msgid "A number with the sign reversed (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:649
msgid "UNARY.PERCENT(percentage)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:650
msgid "Value interpreted as a percentage (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:651
msgid "UPLUS(value)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:652
msgid "A specified number, unchanged (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:657
msgid "Statistical"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:665
msgid "AVEDEV(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:666
msgid "`Excel AVEDEV article <https://support.microsoft.com/office/avedev-function-58fe8d65-2a84-4dc7-8052-f3f87b5c6639>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:667
msgid "AVERAGE(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:668
msgid "`Excel AVERAGE article <https://support.microsoft.com/office/average-function-047bac88-d466-426c-a32b-8f33eb960cf6>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:669
msgid "AVERAGE.WEIGHTED(values, weights, [additional_values, ...], [additional_weights, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:670
msgid "Weighted average (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:671
msgid "AVERAGEA(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:672
msgid "`Excel AVERAGEA article <https://support.microsoft.com/office/averagea-function-f5f84098-d453-4f4c-bbba-3d2c66356091>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:673
msgid "AVERAGEIF(criteria_range, criterion, [average_range])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:674
msgid "`Excel AVERAGEIF article <https://support.microsoft.com/office/averageif-function-faec8e2e-0dec-4308-af69-f5576d8ac642>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:675
msgid "AVERAGEIFS(average_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:676
msgid "`Excel AVERAGEIFS article <https://support.microsoft.com/office/averageifs-function-48910c45-1fc0-4389-a028-f7c5c3001690>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:677
msgid "CORREL(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:678
msgid "`Excel CORREL article <https://support.microsoft.com/office/correl-function-995dcef7-0c0a-4bed-a3fb-239d7b68ca92>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:679
msgid "COUNT(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:680
msgid "`Excel COUNT article <https://support.microsoft.com/office/count-function-a59cd7fc-b623-4d93-87a4-d23bf411294c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:681
msgid "COUNTA(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:682
msgid "`Excel COUNTA article <https://support.microsoft.com/office/counta-function-7dc98875-d5c1-46f1-9a82-53f3219e2509>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:683
msgid "COVAR(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:684
msgid "`Excel COVAR article <https://support.microsoft.com/office/covar-function-50479552-2c03-4daf-bd71-a5ab88b2db03>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:685
msgid "COVARIANCE.P(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:686
msgid "`Excel COVARIANCE.P article <https://support.microsoft.com/office/covariance-p-function-6f0e1e6d-956d-4e4b-9943-cfef0bf9edfc>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:687
msgid "COVARIANCE.S(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:688
msgid "`Excel COVARIANCE.S article <https://support.microsoft.com/office/covariance-s-function-0a539b74-7371-42aa-a18f-1f5320314977>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:689
msgid "FORECAST(x, data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:690
msgid "`Excel FORECAST article <https://support.microsoft.com/office/forecast-and-forecast-linear-functions-50ca49c9-7b40-4892-94e4-7ad38bbeda99>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:691
msgid "GROWTH(known_data_y, [known_data_x], [new_data_x], [b])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:692
msgid "Fits points to exponential growth trend (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:693
msgid "INTERCEPT(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:694
msgid "`Excel INTERCEPT article <https://support.microsoft.com/office/intercept-function-2a9b74e2-9d47-4772-b663-3bca70bf63ef>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:695
msgid "LARGE(data, n)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:696
msgid "`Excel LARGE article <https://support.microsoft.com/office/large-function-3af0af19-1190-42bb-bb8b-01672ec00a64>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:697
msgid "LINEST(data_y, [data_x], [calculate_b], [verbose])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:698
msgid "`Excel LINEST article <https://support.microsoft.com/office/linest-function-84d7d0d9-6e50-4101-977a-fa7abf772b6d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:699
msgid "LOGEST(data_y, [data_x], [calculate_b], [verbose])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:700
msgid "`Excel LOGEST article <https://support.microsoft.com/office/logest-function-f27462d8-3657-4030-866b-a272c1d18b4b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:701
msgid "MATTHEWS(data_x, data_y)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:702
msgid "Compute the Matthews correlation coefficient of a dataset (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:703
msgid "MAX(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:704
msgid "`Excel MAX article <https://support.microsoft.com/office/max-function-e0012414-9ac8-4b34-9a47-73e662c08098>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:705
msgid "MAXA(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:706
msgid "`Excel MAXA article <https://support.microsoft.com/office/maxa-function-814bda1e-3840-4bff-9365-2f59ac2ee62d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:707
msgid "MAXIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:708
msgid "`Excel MAXIFS article <https://support.microsoft.com/office/maxifs-function-dfd611e6-da2c-488a-919b-9b6376b28883>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:709
msgid "MEDIAN(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:710
msgid "`Excel MEDIAN article <https://support.microsoft.com/office/median-function-d0916313-4753-414c-8537-ce85bdd967d2>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:711
msgid "MIN(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:712
msgid "`Excel MIN article <https://support.microsoft.com/office/min-function-61635d12-920f-4ce2-a70f-96f202dcc152>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:713
msgid "MINA(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:714
msgid "`Excel MINA article <https://support.microsoft.com/office/mina-function-245a6f46-7ca5-4dc7-ab49-805341bc31d3>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:715
msgid "MINIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:716
msgid "`Excel MINIFS article <https://support.microsoft.com/office/minifs-function-6ca1ddaa-079b-4e74-80cc-72eef32e6599>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:717
msgid "PEARSON(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:718
msgid "`Excel PEARSON article <https://support.microsoft.com/office/pearson-function-0c3e30fc-e5af-49c4-808a-3ef66e034c18>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:719
msgid "PERCENTILE(data, percentile)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:720
msgid "`Excel PERCENTILE article <https://support.microsoft.com/office/percentile-exc-function-bbaa7204-e9e1-4010-85bf-c31dc5dce4ba>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:721
msgid "PERCENTILE.EXC(data, percentile)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:722
msgid "`Excel PERCENTILE.EXC article <https://support.microsoft.com/office/percentrank-exc-function-d8afee96-b7e2-4a2f-8c01-8fcdedaa6314>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:723
msgid "PERCENTILE.INC(data, percentile)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:724
msgid "`Excel PERCENTILE.INC article <https://support.microsoft.com/office/percentile-inc-function-680f9539-45eb-410b-9a5e-c1355e5fe2ed>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:725
msgid "POLYFIT.COEFFS(data_y, data_x, order, [intercept])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:726
msgid "Compute the coefficients of polynomial regression of the dataset (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:727
msgid "POLYFIT.FORECAST(x, data_y, data_x, order, [intercept])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:728
msgid "Predict value by computing a polynomial regression of the dataset (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:729
msgid "QUARTILE(data, quartile_number)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:730
msgid "`Excel QUARTILE article <https://support.microsoft.com/office/quartile-function-93cf8f62-60cd-4fdb-8a92-8451041e1a2a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:731
msgid "QUARTILE.EXC(data, quartile_number)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:732
msgid "`Excel QUARTILE.EXC article <https://support.microsoft.com/office/quartile-exc-function-5a355b7a-840b-4a01-b0f1-f538c2864cad>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:733
msgid "QUARTILE.INC(data, quartile_number)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:734
msgid "`Excel QUARTILE.INC article <https://support.microsoft.com/office/quartile-inc-function-1bbacc80-5075-42f1-aed6-47d735c4819d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:735
msgid "RANK(value, data, [is_ascending])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:736
msgid "`Excel RANK article <https://support.microsoft.com/office/rank-function-6a2fc49d-1831-4a03-9d8c-c279cf99f723>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:737
msgid "RSQ(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:738
msgid "`Excel RSQ article <https://support.microsoft.com/office/rsq-function-d7161715-250d-4a01-b80d-a8364f2be08f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:739
msgid "SMALL(data, n)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:740
msgid "`Excel SMALL article <https://support.microsoft.com/office/small-function-17da8222-7c82-42b2-961b-14c45384df07>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:741
msgid "SLOPE(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:742
msgid "`Excel SLOPE article <https://support.microsoft.com/office/slope-function-11fb8f97-3117-4813-98aa-61d7e01276b9>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:743
msgid "SPEARMAN(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:744
msgid "Compute the Spearman rank correlation coefficient of a dataset (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:745
msgid "STDEV(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:746
msgid "`Excel STDEV article <https://support.microsoft.com/office/stdev-function-51fecaaa-231e-4bbb-9230-33650a72c9b0>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:747
msgid "STDEV.P(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:748
msgid "`Excel STDEV.P article <https://support.microsoft.com/office/stdev-p-function-6e917c05-31a0-496f-ade7-4f4e7462f285>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:749
msgid "STDEV.S(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:750
msgid "`Excel STDEV.S article <https://support.microsoft.com/office/stdev-s-function-7d69cf97-0c1f-4acf-be27-f3e83904cc23>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:751
msgid "STDEVA(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:752
msgid "`Excel STDEVA article <https://support.microsoft.com/office/stdeva-function-5ff38888-7ea5-48de-9a6d-11ed73b29e9d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:753
msgid "STDEVP(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:754
msgid "`Excel STDEVP article <https://support.microsoft.com/office/stdevp-function-1f7c1c88-1bec-4422-8242-e9f7dc8bb195>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:755
msgid "STDEVPA(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:756
msgid "`Excel STDEVPA article <https://support.microsoft.com/office/stdevpa-function-5578d4d6-455a-4308-9991-d405afe2c28c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:757
msgid "STEYX(data_y, data_x)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:758
msgid "`Excel STEYX article <https://support.microsoft.com/office/steyx-function-6ce74b2c-449d-4a6e-b9ac-f9cef5ba48ab>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:759
msgid "TREND(known_data_y, [known_data_x], [new_data_x], [b])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:760
msgid "Fits points to linear trend derived via least-squares (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:761
msgid "VAR(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:762
msgid "`Excel VAR article <https://support.microsoft.com/office/var-function-1f2b7ab2-954d-4e17-ba2c-9e58b15a7da2>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:763
msgid "VAR.P(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:764
msgid "`Excel VAR.P article <https://support.microsoft.com/office/var-p-function-73d1285c-108c-4843-ba5d-a51f90656f3a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:765
msgid "VAR.S(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:766
msgid "`Excel VAR.S article <https://support.microsoft.com/office/var-s-function-913633de-136b-449d-813e-65a00b2b990b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:767
msgid "VARA(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:768
msgid "`Excel VARA article <https://support.microsoft.com/office/vara-function-3de77469-fa3a-47b4-85fd-81758a1e1d07>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:769
msgid "VARP(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:770
msgid "`Excel VARP article <https://support.microsoft.com/office/varp-function-26a541c4-ecee-464d-a731-bd4c575b1a6b>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:771
msgid "VARPA(value1, [value2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:772
msgid "`Excel VARPA article <https://support.microsoft.com/office/varpa-function-59a62635-4e89-4fad-88ac-ce4dc0513b96>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:777
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:147
#: ../../content/applications/productivity/whatsapp.rst:584
msgid "Text"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:785
msgid "CHAR(table_number)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:786
msgid "`Excel CHAR article <https://support.microsoft.com/office/char-function-bbd249c8-b36e-4a91-8017-1c133f9b837a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:787
msgid "CLEAN(text)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:788
msgid "`Excel CLEAN article <https://support.microsoft.com/office/clean-function-26f3d7c5-475f-4a9c-90e5-4b8ba987ba41>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:789
msgid "CONCATENATE(string1, [string2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:790
msgid "`Excel CONCATENATE article <https://support.microsoft.com/office/concatenate-function-8f8ae884-2ca8-4f7a-b093-75d702bea31d>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:791
msgid "EXACT(string1, string2)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:792
msgid "`Excel EXACT article <https://support.microsoft.com/office/exact-function-d3087698-fc15-4a15-9631-12575cf29926>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:793
msgid "FIND(search_for, text_to_search, [starting_at])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:794
msgid "`Excel FIND article <https://support.microsoft.com/office/find-findb-functions-c7912941-af2a-4bdf-a553-d0d89b0a0628>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:795
msgid "JOIN(delimiter, value_or_array1, [value_or_array2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:796
msgid "Concatenates elements of arrays with delimiter (not compatible with Excel)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:797
msgid "LEFT(text, [number_of_characters])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:798
msgid "`Excel LEFT article <https://support.microsoft.com/office/left-leftb-functions-9203d2d2-7960-479b-84c6-1ea52b99640c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:799
msgid "LEN(text)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:800
msgid "`Excel LEN article <https://support.microsoft.com/office/len-lenb-functions-29236f94-cedc-429d-affd-b5e33d2c67cb>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:801
msgid "LOWER(text)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:802
msgid "`Excel LOWER article <https://support.microsoft.com/office/lower-function-3f21df02-a80c-44b2-afaf-81358f9fdeb4>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:803
msgid "MID(text, starting_at, extract_length)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:804
msgid "`Excel MID article <https://support.microsoft.com/office/mid-midb-functions-d5f9e25c-d7d6-472e-b568-4ecb12433028>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:805
msgid "PROPER(text_to_capitalize)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:806
msgid "`Excel PROPER article <https://support.microsoft.com/office/proper-function-52a5a283-e8b2-49be-8506-b2887b889f94>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:807
msgid "REPLACE(text, position, length, new_text)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:808
msgid "`Excel REPLACE article <https://support.microsoft.com/office/replace-replaceb-functions-8d799074-2425-4a8a-84bc-82472868878a>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:809
msgid "RIGHT(text, [number_of_characters])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:810
msgid "`Excel RIGHT article <https://support.microsoft.com/office/right-rightb-functions-240267ee-9afa-4639-a02b-f19e1786cf2f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:811
msgid "SEARCH(search_for, text_to_search, [starting_at])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:812
msgid "`Excel SEARCH article <https://support.microsoft.com/office/search-searchb-functions-9ab04538-0e55-4719-a72e-b6f54513b495>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:813
msgid "SPLIT(text, delimiter, [split_by_each], [remove_empty_text])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:814
msgid "`Excel TEXTSPLIT article <https://support.microsoft.com/office/textsplit-function-b1ca414e-4c21-4ca0-b1b7-bdecace8a6e7>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:815
msgid "SUBSTITUTE(text_to_search, search_for, replace_with, [occurrence_number])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:816
msgid "`Excel SUBSTITUTE article <https://support.microsoft.com/office/substitute-function-6434944e-a904-4336-a9b0-1e58df3bc332>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:817
msgid "TEXT(number, format)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:818
msgid "`Excel TEXT article <https://support.microsoft.com/office/text-function-20d5ac4d-7b94-49fd-bb38-93d29371225c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:819
msgid "TEXTJOIN(delimiter, ignore_empty, text1, [text2, ...])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:820
msgid "`Excel TEXTJOIN article <https://support.microsoft.com/office/textjoin-function-357b449a-ec91-49d0-80c3-0e8fc845691c>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:821
msgid "TRIM(text)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:822
msgid "`Excel TRIM article <https://support.microsoft.com/office/trim-function-410388fa-c5df-49c6-b16c-9e5630b479f9>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:823
msgid "UPPER(text)"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:824
msgid "`Excel UPPER article <https://support.microsoft.com/office/upper-function-c11f29b3-d1a3-4537-8df6-04d0049963d6>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:829
msgid "Web"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:837
msgid "HYPERLINK(url, [link_label])"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/functions.rst:838
msgid "`Excel HYPERLINK article <https://support.microsoft.com/office/hyperlink-function-333c7ce6-c5ae-4164-9c47-7de9b76f577f>`_"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:3
msgid "Global filters"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:11
msgid "Create dynamic views of :doc:`inserted data <insert>`, by mapping data source fields to *global filters* in the Odoo **Spreadsheets** app."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:15
msgid "The global filters are represented by the |global-filter| icon, and enable data that was inserted via a pivot table, list, or chart to be filtered. Global filters differ from the *sort and filter* feature for cell ranges represented by the :icon:`fa-filter` :guilabel:`(filter)` icon."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:-1
msgid "The global filters menu sidebar on a spreadsheet."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:24
msgid "Add filters"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:26
msgid "Navigate to the :menuselection:`Documents app` and click on the desired spreadsheet, then open the |global-filter| filter menu."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:29
msgid "Create a new filter by selecting one of the buttons under the :guilabel:`Add a new filter...` section:"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:32
msgid ":ref:`Date <spreadsheet/global-filter-date>`: filter dates by matching data source date fields to a time range (e.g., *Month / Quarter*, *Relative Period*, or *From / To*)."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:34
msgid ":ref:`Relation <spreadsheet/global-filter-relation>`: filter records by matching data source fields to fields in a related model (e.g., *Lead/Opportunity*, *Sales Order*, or *Event Registration*)."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:37
msgid ":ref:`Text <spreadsheet/global-filter-text>`: filter text by matching data source text fields to a string of text (e.g., *Restrict values to a range* and/or provide a *Default value*)."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:41
msgid "Only filters that are able to be applied to the fields in the data source are shown."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:48
msgid "The *Date* global filter enables the filtering of data sources by a specific time range, to automatically filter on the current period, or to offset the time range relative to the period."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:51
msgid "With the |global-filter| menu open, select the :guilabel:`Date` button to create a new date filter. The :guilabel:`Filter properties` menu displays the following fields for configuration below."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:54
msgid "First, enter a name for the new date filter in the :guilabel:`Label` field."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:56
msgid "Then, select one of the three period options in the :guilabel:`Time range` field:"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:58
msgid ":guilabel:`Month / Quarter`: enables a drop-down menu of specific months and quarters of a year (i.e., *Q1*, *Q2*, *January*, etc.)."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:60
msgid ":guilabel:`Relative Period`: enables a drop-down menu of specific moving time frames (i.e., *Year to Date*, *Last 7 Days*, *Last 30 Days*, etc.)."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:62
msgid ":guilabel:`From / To`: enables *Date from...* and *Date to...* date selection fields to define a specific time range (e.g., `06/05/2024` to `06/27/2024`)."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:65
msgid "Optionally, set a :guilabel:`Default value` for the :guilabel:`Time range`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:68
msgid "The :guilabel:`Default value` field only appears for :guilabel:`Month / Quarter` or :guilabel:`Relative Period` ranges."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:71
msgid "If the :guilabel:`Month / Quarter` range is selected, tick the :guilabel:`Automatically filter on the current period` checkbox to define the default period of either :guilabel:`Month`, :guilabel:`Quarter`, or :guilabel:`Year`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:75
msgid "Next, configure the :guilabel:`Field matching` for each data source. To do so, expand the section by clicking on the :guilabel:`Field matching` heading, to reveal a list of the data sources in the spreadsheet where each data source has two fields for matching:"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:79
msgid ":guilabel:`Date field`: select a date field from the data source model to apply the time range to."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:80
msgid ":guilabel:`Period offset`: (optionally) select an offset that shifts the time range by a relative period."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:83
msgid "The options available are: :guilabel:`Previous`, :guilabel:`Before Previous`, :guilabel:`Next`, :guilabel:`After Next`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:86
msgid "Lastly, once all the information is entered on the form, click the :guilabel:`Save` button. If any of the data source fields do not match the data type of *date* (or *datetime*), an error is shown stating :guilabel:`Some required fields are not valid`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:91
msgid "Consider a :guilabel:`Period offset` of :guilabel:`Next` when using the :guilabel:`Month / Quarter` range to apply the filter to the *next* period relative to the set time range."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:94
msgid "With this configuration, selecting `January` `2024` as the date, filters data as `February` `2024`; where the selected month is offset to the next month."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0
msgid "A date filter with a period offset of \"Next\" configured."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:104
msgid "Relation"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:106
msgid "The *Relation* global filter enables the filtering of records in data sources by selecting a field from a related model."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:109
msgid "With the |global-filter| menu open, select the :guilabel:`Relation` button to create a new relation filter. The :guilabel:`Filter properties` menu displays the following fields for configuration."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:112
msgid "First, enter a name for the new relation filter in the :guilabel:`Label` field."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:114
msgid "Then, select or search for a model from the :guilabel:`Related model` field."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:116
msgid "Once a model is selected, the :guilabel:`Default value` and :guilabel:`Field matching` fields appear."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:119
msgid "Optionally, set a :guilabel:`Default value` for the :guilabel:`Related model`. The available options are records of the model."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:122
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:160
msgid "Next, configure the :guilabel:`Field matching` for each data source. To do so, expand the section by clicking on the :guilabel:`Field matching` heading, to reveal a list of the data sources in the spreadsheet where each data source has a field for matching."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:126
msgid "Select a field from the data source model from which to apply the relation filter."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:128
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:166
msgid "Lastly, once all the information is entered on the form, click the :guilabel:`Save` button. If any of the data source fields do not match the data type of the related model, an error is shown stating :guilabel:`Some required fields are not valid`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:133
msgid "Consider a *Relation* filter with the :guilabel:`Related model` set as :guilabel:`Contact`. The :guilabel:`Field matching` *CRM* lead (`crm.lead`) pivot data sources are set to :guilabel:`Customer`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:137
msgid "With this configuration, selecting a customer record filters the pivot table to only leads that are related to the selected customer record."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0
msgid "A relation filter with the Contact model configured."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:149
msgid "The *Text* global filter enables the filtering of text by matching data source text fields to a string of text or to a range of predefined values."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:152
msgid "With the |global-filter| menu open, select the :guilabel:`Text` button to create a new text filter. The :guilabel:`Filter properties` menu displays the following fields for configuration."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:155
msgid "First, enter a name for the new text filter in the :guilabel:`Label` field."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:157
msgid "Then, choose whether or not to :guilabel:`Restrict values to a range` by ticking the checkbox. Doing so, reveals a field to input a range within the spreadsheet. Either type in or select the range."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:164
msgid "Select a field from the data source model from which to apply the text filter."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:171
msgid "Consider a text filter with the range `A2:A6` added to the :guilabel:`Restrict values to a range` field. The spreadsheet has five different product names listed as values in the cells of column `A`, rows `2` though `6`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:175
msgid "With the above configuration, a pivot table of products can be filtered by product name by selecting one of the 5 predefined values available in the text filter."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:178
msgid "Furthermore, if the values in the range `A2:A6` are added dynamically– the text filter becomes dynamic as well."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0
msgid "A dynamic text filter with a restricted range."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:186
msgid "Manage filters"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:188
msgid "Open the |global-filter| filter menu by navigating to the :menuselection:`Documents app` and clicking on the desired spreadsheet."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:191
msgid "Existing global filters appear under the :guilabel:`Filters` section. Filters can be used individually, or at the same time."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:195
msgid "The order of existing filters can be changed by hovering over a filter and using the |drag-handle| icon to change the position."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:198
msgid "To reset a filter with set values back to default, click on the :icon:`fa-times` (clear) icon next to the value in the filter."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/global_filters.rst:201
msgid "To edit an existing filter, select the :icon:`fa-cog` :guilabel:`(gear)` icon to open the filter's :guilabel:`Filter properties` menu. From here, edits can be made or the filter can be deleted by clicking the :guilabel:`Remove` button."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:3
msgid "Link Odoo data"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:5
msgid "You can insert and link several elements from your database in your spreadsheets, namely:"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:7
msgid "pivots,"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:8
msgid "graphs,"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:9
msgid "lists, and"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:10
msgid "links to menus (i.e., a clickable link to a view of a specific model)."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:12
msgid "Before inserting :ref:`pivots <reporting/views/pivot>`, :ref:`graphs <reporting/views/graph>`, or lists, ensure they are tailored to your needs, as some elements are more quickly - or only - configurable in their respective view."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:16
msgid "To insert pivots and graphs, click :guilabel:`Insert in spreadsheet` from any pivot or graph view."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:17
msgid "To insert lists, click :menuselection:`Favorites --> Insert list in spreadsheet` from any list view."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:19
msgid "To insert links to menus, click :menuselection:`Favorites --> Link menu in spreadsheet` from any view."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:22
msgid "In the pop-up box, either create a new spreadsheet by selecting :guilabel:`Blank spreadsheet` or insert it in an existing one by selecting it and clicking :guilabel:`Confirm`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:-1
msgid "Inserting a pivot in a spreadsheet"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:30
msgid "By default, new spreadsheets are saved under the :guilabel:`Spreadsheet` workspace of the Documents app."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:36
msgid "Updating data"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:38
msgid "Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any changes made to your database. Reopening the spreadsheet reloads the linked data."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:42
msgid "To update pivots and lists data without reopening a spreadsheet, go to the menu bar and click :menuselection:`Data --> Refresh all data`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:46
msgid "Pivot data"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:48
msgid "Using :guilabel:`Refresh all data` only updates existing pivot cells. If new cells need to be added, go to the menu bar and click :menuselection:`Data --> Re-insert pivot` to fully update the pivot. Alternatively, click :guilabel:`Insert pivot`, select the pivot, and tick :guilabel:`Display missing cells only` to preview first the missing data."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
msgid "Displaying missing cells in a pivot"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/insert.rst:57
msgid "To change which records are :ref:`used by the pivot <search/preconfigured-filters>`, right-click on a pivot cell, select :guilabel:`See pivot properties`, and click :guilabel:`Edit domain`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:5
msgid "Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For example, you could create a template for a monthly budget report or a quarterly sales commission report."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:10
msgid "Templates are available to all users on the database."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:15
msgid "Create a template"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:17
msgid "Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one <documents/documents/spreadsheet>`. From the menu bar, click :menuselection:`File --> Save as template`. Modify the default :guilabel:`Template Name` if needed and click :guilabel:`Confirm`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:23
msgid "Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit the template <spreadsheet/templates/manage>`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:27
msgid "You can also create a template by :ref:`making a copy of an existing template and editing it <spreadsheet/templates/manage>`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:33
msgid "Use templates"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:35
msgid "To create a new spreadsheet using a template, open the Documents app and click :menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:38
msgid "Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:42
msgid "By default, the new spreadsheet inherits the name of the template, which is shown at the top of the screen. To rename the spreadsheet, click the name and edit it."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:48
msgid "Manage and edit templates"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:50
msgid "Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all templates in the database."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:54
msgid "Various actions are possible:"
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:56
msgid "Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to edit it."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:60
msgid "Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` :guilabel:`Edit`, then making the required changes. Modifications are automatically saved."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:64
msgid "Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` :guilabel:`Actions`, then :guilabel:`Delete`."
msgstr ""
#: ../../content/applications/productivity/spreadsheet/templates.rst:68
msgid "Use the download button under the :guilabel:`Spreadsheet file` column to export a template in JSON format. The file can be imported into another database."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:3
msgid "To-do"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:5
msgid "To-do assists you in organizing and managing personal tasks."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:8
msgid "Creating to-dos"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:10
msgid "To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`➕`) next to a stage name. Add a title to your to-do, then click :guilabel:`Add` to save it or :guilabel:`Edit` to access more options."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:14
msgid "If you choose to :guilabel:`Edit` a to-do, you have the option to add :guilabel:`Tags`, :guilabel:`Assignees`, or more information using the Odoo Editor."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:18
msgid "Adding :guilabel:`Assignees` shares the to-do with the users selected."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:19
msgid "Type `/` in the editor box to structure and format your content. You can also add media, links, and widgets."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:23
msgid "You can create a new to-do on the fly from anywhere in Odoo by opening the **command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking :guilabel:`Add a To-Do`, or by clicking the clock button and then :guilabel:`Add a To-Do`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:0
msgid "Adding a to-do on the fly"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:31
msgid "Converting to-dos into project tasks"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:33
msgid "If you use the :doc:`Project app <../services/project>`, you can convert to-dos into project tasks. To do so, open a to-do and click the gear button (:guilabel:`⚙`), then :guilabel:`Convert to Task`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:36
msgid "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and :guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a project task and appears in the selected project."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:-1
msgid "Converting a to-do into a task"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:43
msgid "Managing the to-do pipeline"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:45
msgid "Your assigned **to-dos** are displayed on the app dashboard. You can drag and drop a to-do to move it from one stage to another."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:-1
msgid "Example of a to-do pipeline"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:52
msgid "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to create a new stage."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:54
msgid "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, :guilabel:`Edit`, or :guilabel:`Delete` it."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:0
msgid "Stage settings button"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:61
msgid "Scheduling activities"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:63
msgid "To schedule an activity on a to-do, click the clock button on the app dashboard, then the :guilabel:`+ Schedule an activity` button."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:-1
msgid "Scheduling an activity from the To-do dashboard"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:69
msgid "To create the activity:"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:71
msgid "Select an :guilabel:`Activity Type`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:72
msgid "Select a :guilabel:`Due date`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:73
msgid "Choose who the activity should be :guilabel:`Assigned to`."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:74
msgid "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate description in the :guilabel:`Log a note` box."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:77
msgid "Click :guilabel:`Schedule` to complete the action."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:80
msgid "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not create a to-do task."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:83
msgid "Viewing to-dos in the Project app"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:85
msgid "If you use the :doc:`Project app <../services/project>`, your to-dos also appear as private tasks under the :guilabel:`My Tasks` view."
msgstr ""
#: ../../content/applications/productivity/to_do.rst:-1
msgid "Example of a \"My Tasks\" pipeline in the Project app"
msgstr ""
#: ../../content/applications/productivity/to_do.rst:92
msgid "A padlock icon is visible on your private tasks to quickly identify them among your project tasks."
msgstr ""
#: ../../content/applications/productivity/voip.rst:7
msgid "VoIP (Voice over Internet Protocol)"
msgstr ""
#: ../../content/applications/productivity/voip.rst:10
msgid "For more information, reference the `Odoo eLearning (video tutorials) on VoIP <https://www.odoo.com/slides/voip-voice-over-ip-315>`_"
msgstr ""
#: ../../content/applications/productivity/voip/axivox.rst:5
msgid "Axivox configuration"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:3
msgid "VoIP services in Odoo with Axivox"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:6
#: ../../content/applications/productivity/voip/onsip.rst:20
msgid "Introduction"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:8
msgid "Odoo VoIP (Voice over Internet Protocol) can be set up to work together with `Axivox <https://www.axivox.com/>`_. In that case, a VoIP server is **not** necessary, as the infrastructure is hosted and managed by Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12
msgid "To use this service, `contact Axivox <https://www.axivox.com/en/contact>`_ to open an account. Before doing so, verify that Axivox covers the company's area, along with the areas the company's users wish to call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19
msgid "To configure Axivox in Odoo, go to the :menuselection:`Apps` application, and search for `VoIP`. Then, install the :guilabel:`VoIP` module."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:22
msgid "Next, go to :menuselection:`Settings app --> General Settings --> Integrations section`, and fill out the :guilabel:`VoIP` field:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:25
msgid ":guilabel:`OnSIP Domain`: set the domain created by Axivox for the account (e.g., `yourcompany.axivox.com`)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:27
msgid ":guilabel:`WebSocket`: type in `wss://pabx.axivox.com:3443`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:28
msgid ":guilabel:`VoIP Environment`: set as :guilabel:`Production`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:-1
msgid "Integration of Axivox as VoIP provider in an Odoo database."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:35
msgid "Access the domain on the Axivox administrative panel by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Edit (next to any user) --> SIP Identifiers tab --> Domain`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:40
msgid "Configure VoIP user in Odoo"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:42
msgid "Next, the user is configured in Odoo, which **must** take place for every Axivox/Odoo user using VoIP."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:45
msgid "In Odoo, go to :menuselection:`Settings app --> Users & Companies --> Users`, then open the desired user's form to configure :abbr:`VoIP (Voice over Internet Protocol)`. Under the :guilabel:`Preferences` tab, fill out the :guilabel:`VOIP Configuration` section:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:49
msgid ":guilabel:`VoIP username` / :guilabel:`Extension number`: (Axivox) :guilabel:`SIP username`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:50
msgid ":guilabel:`OnSip Auth Username`: (Axivox) :guilabel:`SIP username`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:51
msgid ":guilabel:`VoIP Secret`: (Axivox) :guilabel:`SIP Password`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:52
msgid ":guilabel:`Call from another device`: option to always transfer phone calls to handset"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:53
msgid ":guilabel:`External device number`: SIP external phone extension"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:54
msgid ":guilabel:`Reject incoming calls`: option to reject all incoming calls"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:55
msgid ":guilabel:`How to place calls on mobile`: method to make calls on a mobile device"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:-1
msgid "Integration of Axivox user in the Odoo user preference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:62
msgid "Access the domain on the Axivox administrative panel by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Edit (next to the user) --> SIP Identifiers tab --> SIP username / SIP password`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:0
msgid "SIP credentials in the Axivox manager."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:71
msgid "When entering the :guilabel:`SIP Password` into the user's :guilabel:`Preferences` tab, this value **must** be typed out manually and **not** pasted in. Pasting in causes a `401 server rejection error`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:3
msgid "Call queues"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:5
msgid "A call queue is a system that organizes and routes incoming calls. When customers call a business, and all of the agents are busy, the call queue lines up the callers in sequential order, based on the time they called in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:9
msgid "The callers then wait on hold to be connected to the next available call center agent."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:11
msgid "Implementing a call queue system reduces stress for employees, and helps build brand trust with customers. Many companies use call queues to set expectations with customers, and to distribute the workload equally amongst employees."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:15
msgid "This document covers the process required to configure call queues (with advanced settings), as well as how to log into a call queue from the Odoo database."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:19
msgid ":ref:`voip/axivox/music_on_hold`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:22
msgid "Add a queue"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:24
msgid "To add a call queue in Axivox, navigate to the `Axivox management console <https://manage.axivox.com>`_. In the left menu, click :guilabel:`Queues`. Next, click :guilabel:`Add a queue`. Doing so reveals a blank :guilabel:`New queue` form with various fields to fill out."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:32
msgid "Once the :guilabel:`New queue` page appears, enter the :guilabel:`Name` of the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:35
msgid "Internal extension"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:37
msgid "Choose an :guilabel:`Internal extension` for the queue. This is a number to be dialed by users of the database to reach the login prompt for the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:41
msgid "Strategy"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:43
msgid "Next, is the :guilabel:`Strategy` field. This field determines the call routing of received calls into this queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:46
msgid "The following choices are available in the :guilabel:`Strategy` drop-down menu:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:48
msgid ":guilabel:`Call all available agents`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:49
msgid ":guilabel:`Calls the agent who has received the call for the longest time`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:50
msgid ":guilabel:`Calls the agent who has received the least call`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:51
msgid ":guilabel:`Call a random agent`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:52
msgid ":guilabel:`Call agents one after the other`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:53
msgid ":guilabel:`Call agents one after the other starting with the first in the list`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:55
msgid "Choose a strategy that best meets the company's needs for customers in the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:58
msgid "Maximum waiting time in seconds"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:60
msgid "In the :guilabel:`Maximum waiting time in seconds` field, determine the longest time a customer waits in the queue before going to a voicemail, or wherever else they are directed to in a dial plan. Enter a time in seconds."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:65
msgid "Maximum duration of ringing at an agent"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:67
msgid "In the :guilabel:`Maximum duration of ringing at an agent` field, determine the longest time an individual agent's line rings before moving on to another agent, or moving to the next step in the dial plan. Enter a time in seconds."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:72
msgid "For more information on dial plans, visit:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:74
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:36
msgid ":doc:`dial_plan_basics`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:75
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:37
msgid ":doc:`dial_plan_advanced`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:78
msgid "Adding agents"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:80
msgid "The final two fields on the :guilabel:`New queue` form revolve around adding agents. Adding :guilabel:`Static agents` and :guilabel:`Dynamic agents` are two pre-configured methods for adding agents onto the call queue during the configuration."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:87
msgid "Static agents"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:89
msgid "When :guilabel:`Static agents` are added, these agents are automatically added to the queue without the need to log in to receive calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:95
msgid "Dynamic agents"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:97
msgid "When :guilabel:`Dynamic agents` are added, these agents have the ability to log into this queue. They are **not** logged-in automatically, and **must** log in to receive calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:100
msgid "Be sure to :guilabel:`Save` the changes, and click :guilabel:`Apply changes` in the upper-right corner to implement the change in production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:104
msgid "Agent connection"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:106
msgid "There are three ways call agents can connect to an Axivox call queue:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:108
msgid "Dynamic agents connect automatically."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:109
msgid "Manager logs in specific agent(s), via the `Axivox management console <https://manage.axivox.com>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:111
msgid "Agent connects to the queue in Odoo, via the *VoIP* widget."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:114
msgid "See the documentation on setting :ref:`voip/axivox/dynamic-agents` in the `Axivox management console <https://manage.axivox.com>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:118
msgid "Connect via Axivox queue"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:120
msgid "After the initial configuration of the call queue is completed, with the changes saved and implemented, a manager can log into the `Axivox management console <https://manage.axivox.com>`_ and connect dynamic agents to the queue manually."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:124
msgid "To connect an agent, click :guilabel:`Queues`, located in the left-hand column. Doing so reveals the :guilabel:`Queues` dashboard, with a few different columns listed:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:127
msgid ":guilabel:`Name`: name of the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:128
msgid ":guilabel:`Extension`: number of the extension to be dialed to reach the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:129
msgid ":guilabel:`Agent Connection`: number to dial to log into the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:130
msgid ":guilabel:`Agent disconnection`: number to dial to log out of the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:131
msgid ":guilabel:`Connected Agents`: name of agent connected to the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:133
msgid "The following buttons are also available on the :guilabel:`Queues` dashboard:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:135
msgid ":guilabel:`Connect an agent`: manually connect an agent to the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:136
msgid ":guilabel:`Report`: run a report on the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:137
msgid ":guilabel:`Delete`: delete the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:138
msgid ":guilabel:`Edit`: make changes to the settings of the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:140
msgid "When agents are connected to the queue, or are live with a customer, they are displayed under the :guilabel:`Connected Agents` column."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:143
msgid "If they are static agents, they **always** show up as connected."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:145
msgid "Connect an agent by clicking the orange button labeled, :guilabel:`Connect an agent`. Then, select the desired agent's name from the drop-down menu, and click :guilabel:`Connect`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:-1
msgid "Call queue with connected agents column highlighted and connect an agent and report buttons\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:154
msgid "For more information on static and dynamic agents, see this documentation:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:156
msgid ":ref:`voip/axivox/static-agents`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:157
msgid ":ref:`voip/axivox/dynamic-agents`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:160
msgid "Report"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:162
msgid "Click :guilabel:`Report` to check on the reporting for a particular queue, in order to see who connected when, and what phone calls came in and out of the queue. This information is showcased on a separate :guilabel:`Queue report` page, when the green :guilabel:`Report` button is clicked."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:166
msgid "Reports can be customized by date in the :guilabel:`Period` field, and specified in the :guilabel:`From` and :guilabel:`to` fields. The information can be organized by :guilabel:`Event type`, and :guilabel:`Call ID`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:170
msgid "When the custom configurations have been entered, click :guilabel:`Apply`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:172
msgid "Each report can be exported to a :abbr:`CSV (comma separated value)` file for further use and analysis, via the :guilabel:`Export to CSV` button."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:175
msgid "When the :guilabel:`Event type` field is clicked, a drop-down menu appears with the following options:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:178
msgid ":guilabel:`The caller quit`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:179
msgid ":guilabel:`An agent is connecting`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:180
msgid ":guilabel:`An agent is disconnecting`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:181
msgid ":guilabel:`The call was terminated (agent hangs up)`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:182
msgid ":guilabel:`The call was terminated (caller hangs up)`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:183
msgid ":guilabel:`The caller is connected to an agent.`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:184
msgid ":guilabel:`Someone is entering the queue`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:185
msgid ":guilabel:`The caller exits the queue (no agent is connected)`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:186
msgid ":guilabel:`The caller exits the queue (timeout)`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:187
msgid ":guilabel:`No one is answering`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:188
msgid ":guilabel:`No one is answering, the caller hangs up`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:189
msgid ":guilabel:`Transfer`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:190
msgid ":guilabel:`Blind Transfer`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:-1
msgid "Event types in the Axivox queue reporting feature."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:196
msgid "There is no limit to how many options can be selected from the :guilabel:`Event type` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:199
msgid "Clicking :guilabel:`Check all` selects all the available options from the drop-down menu, and clicking :guilabel:`Uncheck all` removes all selections from the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:202
msgid "To select an individual :guilabel:`Event type`, click on the desired option in the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:-1
msgid "Axivox queue report with result, event type, and period highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:209
msgid "Connect to queue on Odoo"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:211
msgid "Dynamic agents can connect manually to the Axivox call queue from the Odoo *VoIP* widget, once the *VoIP* app is configured for the individual user in Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:215
msgid ":doc:`axivox_config`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:217
msgid "To access the Odoo *VoIP* widget, click the :guilabel:`☎️ (phone)` icon in the upper-right corner of the screen, from any window within Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:221
msgid "For more information on the Odoo *VoIP* widget, see this documentation: :doc:`../voip_widget`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:223
msgid "For an agent to connect to the call queue, simply dial the :guilabel:`Agent connection` number, and press the green call button :guilabel:`📞 (phone)` icon in the *VoIP* widget. Then, the agent hears a short, two-second message indicating the agent is logged in. The call automatically ends (disconnects)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:228
msgid "To view the connected agents in a call queue, navigate to the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Queues`, located in the left-hand column."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:231
msgid "Then, click the green :guilabel:`Refresh` button at the top of the :guilabel:`Connected agents` column. Any agent (static or dynamic) that is connected to the queue currently, appears in the column next to the queue they are logged into."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:235
msgid "To log out of the queue, open the Odoo *VoIP* widget, dial the :guilabel:`Agent disconnection` number, and press the green call button :guilabel:`📞 (phone)` icon. The agent is disconnected from the queue after a short, two-second message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:239
msgid "To manually log a dynamic agent out of a call queue, navigate to the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Queues`, located in the left-hand column. Then, click the green :guilabel:`Refresh` button at the top of the :guilabel:`Connected agents` column."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:243
msgid "To disconnect an agent manually, click the red :guilabel:`Disconnect` button, and they are immediately disconnected. This can be helpful in situations where agents forget to log out at the end of the day."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:3
msgid "Conference calls"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:5
msgid "Conference calls help employees connect quickly and efficiently, so matters can be discussed in an open forum of sorts. Attendees can be limited, via a sign-in code. That way, confidential matters stay private."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:9
msgid "This document covers the configuration of conference calls in Axivox for use in Odoo *VoIP*."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:12
msgid "Add a virtual conference"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:14
msgid "To add a virtual conference room, navigate to the `Axivox management console <https://manage.axivox.com>`_. After logging in, click on :guilabel:`Conferences` in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:18
msgid "Next, click the green button labeled, :guilabel:`Add a conference`, and a :guilabel:`New conference` form appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:-1
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:-1
msgid "New conference form on Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:25
msgid "From here, fill in the :guilabel:`Name` field, and set an :guilabel:`Internal extension`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:27
msgid "The internal extension is what everyone in the network uses to quickly dial into the conference call, instead of typing in the whole phone number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:31
msgid "Pick a number between three and five digits long, making it easy to remember and dial."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:33
msgid "Next, set the :guilabel:`Access code`, if the conference room requires security. This is a password to get into the conference, once the extension for the conference is dialed. Immediately after dialing the extension, a digital receptionist prompts for the :guilabel:`Access code`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:37
msgid "In the :guilabel:`Administrator extension` field, click the drop-down menu, and select the user's extension that manages the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:40
msgid "Finally, in the :guilabel:`Wait for the administrator to start the conference` field, click the drop-down menu, and select :guilabel:`Yes` or :guilabel:`No`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:43
msgid "Should the selection be :guilabel:`Yes`, then nobody is allowed to utilize the virtual conference room until the administrator is present, and logged into the conference call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:46
msgid "When all fields are filled in, be sure to :guilabel:`Save` the configuration. Then, click :guilabel:`Apply changes` in the upper-right corner to implement the change in production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:49
msgid "Upon doing so, the conference is added, and the Axivox administrator has the option to :guilabel:`Delete` or :guilabel:`Edit` the conference from the Axivox :guilabel:`Conference` main dashboard."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:53
msgid "To invite an Axivox user to a specific conference call, click :guilabel:`Invite` to the right of the desired conference, and proceed to enter the extension or phone number of the invitee in the pop-up window that appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:57
msgid "Once the extension or number is added into the :guilabel:`Please enter the phone number of the person you want to invite` field, click the green :guilabel:`Invite` button, and the recipient immediately receives a phone call, automatically linking them to the conference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:66
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:32
msgid "Incoming numbers"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:68
msgid "To open a conference to a wider audience, an Axivox conference can be linked to *Incoming numbers*."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:70
msgid "To do that, log into the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Incoming numbers` in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:73
msgid "On the :guilabel:`Incoming numbers` dashboard, click :guilabel:`Edit` to the far-right of the :guilabel:`Number` to which the conference should be attached."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:76
msgid "Then, under the first field, labeled, :guilabel:`Destination type for voice call`, click the drop-down menu, and select :guilabel:`Conference`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:79
msgid "Next, in the :guilabel:`Conference` field, click the drop-down menu, and select the specific conference that should be attached to this incoming number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:82
msgid "Now, whenever this incoming number is dialed, the caller is let into the conference, if there is not an :guilabel:`Access code` required. If there *is* an :guilabel:`Access code` required, the caller is then prompted to enter the :guilabel:`Access code` to enter the conference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:87
msgid "Start call in Odoo"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:89
msgid "Anywhere in the Odoo database, open the *VoIP* widget, by clicking the :guilabel:`☎️ (phone)` icon, located in the upper-right corner. Then, dial the specific extension number for the conference, and click the :guilabel:`📞 (phone)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:-1
msgid "Connecting to a conference extension using the Odoo VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:97
msgid "Once the digital receptionist answers, enter the :guilabel:`Access code` (if needed), and press the :guilabel:`# (pound)` icon/key."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:3
msgid "Advanced dial plans"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:5
msgid "Typically, companies have a lot of incoming calls every day, but many do not want their teams to answer calls 24 hours a day, 7 days a week."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:8
msgid "By using Axivox advanced dial plan features, the process can be automated, and routing can be set up for all scenarios. This way, customers are never left waiting, or frustrated, because they cannot get in touch with anyone."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:12
msgid "By utilizing the advanced elements in dial plans, companies can automate call routing for certain days or times, like company holidays. Companies can also allow callers to enter extensions themselves, and get transferred automatically using a digital receptionist. This way, an administrative team does **not** have to be available around the clock."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:17
msgid "There is even the option to route callers, depending on where they are calling from in the world, thus maximizing efficiency."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:21
msgid "For more information on basic dial plans, and how to add elements, visit :doc:`dial_plan_basics`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:24
msgid "Using a browser add-on for spelling may hinder the use of the visual editor in dial plans. Do **not** use a translator with the Axivox management console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:28
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:160
msgid "Advanced elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:30
msgid "In Axivox dial plans (as described in :doc:`dial_plan_basics`), there are two advanced elements that can be used."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:33
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:164
msgid ":guilabel:`Record`: recording feature is enabled (requires plan change, enabled in Axivox settings)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:35
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:166
msgid ":guilabel:`Caller ID`: replace the caller ID by the called number or free text."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:37
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:40
msgid "Next, click on the :guilabel:`Visual Editor` button to the right of the desired dial plan to edit it. Finally, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Visual editor for a dial plan in Axivox, with Add and the dispatcher element highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:48
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:99
msgid "For more information, visit :ref:`voip/axivox/dial_plans`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:51
msgid "The :guilabel:`Record` element records calls that are routed through this element, and requires an additional plan change in Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:54
msgid "To enable recording on Axivox, navigate to :guilabel:`Settings` in the `Axivox management console <https://manage.axivox.com>`_. Then, go to the :guilabel:`Recording` drop-down menu, near the bottom of the page. From there, select :guilabel:`Enabled` from the drop-down menu to enable recording using the :guilabel:`Record` element in a dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:60
msgid "If the :guilabel:`Recording` drop-down menu is unavailable and unable to change, then consult Axivox to enable the feature."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:63
msgid "The :guilabel:`Caller ID` element allows for the replacement of the caller ID downstream, after routing."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:66
msgid "Upon adding the :guilabel:`Caller ID` element to the dial plan, and double-clicking it to configure it, two options appear."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:69
msgid "The first is a :guilabel:`Free text` field, where any text can be input to replace the caller ID. The second option is :guilabel:`Replace the caller ID by the called number`. This option replaces the caller's ID with the :guilabel:`Incoming number`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:74
msgid "A company may want to use the :guilabel:`Caller ID` element to replace the :guilabel:`Incoming number`, so employees, or outside transfers, cannot see the number, and information is kept private."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:79
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:135
msgid "Basic routing elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:81
msgid "Basic routing elements in Axivox dial plans provide extension-based routing. This can be done by adding either a *Menu* to numerically link the dial-by-numbers to an action, or by using a *Digital Receptionist* to automatically route or listen for an extension, based on a key input from the caller."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:86
msgid "The main difference between the two elements is that the *Digital Receptionist* does **not** need to be pre-configured numerically with actions. Instead, it acts as a virtual receptionist."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:89
msgid ":guilabel:`Menu`: add a dial-by-number directory and configured downstream actions (not terminal). For example, a dial-by-numbers function could feature an element, wherein clicking '2' takes the caller to the element linked to '2' on the Menu element in the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:92
msgid ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for extensions."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:94
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_. Next, click on the :guilabel:`Visual Editor` button to the right of the dial plan, to edit the dial plan. Then, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:102
msgid "Digital receptionist scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:104
msgid "The *Digital Receptionist* element is a listen-feature that accurately routes callers through a dial plan, based on the extension they enter, via the key pad."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:107
msgid "Set a *Digital Receptionist* to eliminate the need of a team, or live receptionist, to be on-call all the time. With that element in place, calls now reach their destination, without a real person interjecting."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:111
msgid "After adding the :guilabel:`Digital Receptionist` element to a dial plan, connect the appropriate endpoints, and double-click on the element to set the :guilabel:`Timeout` on the :guilabel:`receptionist` pop-up window that appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:115
msgid "The :guilabel:`Timeout` can be set in `5` second increments, from `5` seconds to `60` seconds."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:118
msgid "The :guilabel:`Digital Receptionist` element **requires** a :guilabel:`Play a file` element on either side of it, to explain what action to take, and when a wrong extension is entered."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:122
msgid "While customizing a dial plan in a :guilabel:`Dialplan Editor` pop-up window, add a :guilabel:`Menu` element, with a :guilabel:`Greeting message` that might read, `Press star to dial an extension`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:126
msgid "Then, on the :guilabel:`Menu` element, for the :guilabel:`* (star)` option, link a :guilabel:`Play a file` element, that plays an :guilabel:`Audio message` saying, 'Enter the extension of the person you are trying to reach'."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:130
msgid "Following the first :guilabel:`Play a file` element, add the :guilabel:`Digital Receptionist` element, followed by another :guilabel:`Play a file` element, which states, 'That is not a valid extension'."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:134
msgid "This last element is in place to close the loop, should the caller not enter a correct extension."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:136
msgid "Finally, this last :guilabel:`Play a file` element is looped back into the :guilabel:`Menu` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:0
msgid "A digital receptionist element highlighted in an example dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:144
msgid "Dial plan elements can be configured by double-clicking them, and selecting different features of the Axivox console to them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:147
msgid "For example, an :guilabel:`Audio message` needs to be made, and then selected in a :guilabel:`Play a file` or :guilabel:`Menu` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:150
msgid "For more information, see this documentation :ref:`voip/axivox/audio_messages`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:153
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:147
msgid "Advanced routing elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:155
msgid "Advanced routing elements route calls automatically as they are received into the incoming number(s). This can be configured using geo-location, whitelisting, or time-based variables. Calls pass through a filter prior to their final destination, and are routed, based on the set variable(s)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:160
msgid "The following are advanced routing elements:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:162
msgid ":guilabel:`Dispatcher`: create a call filter to route traffic, based on the geo-location of the caller ID."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:164
msgid ":guilabel:`Access List`: create a tailored access list, with VIP customer preference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:165
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:154
msgid ":guilabel:`Time Condition`: create time conditions to route incoming traffic around holidays, or other sensitive time-frames."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:169
msgid "Whitelisting is a technical term used to create a list of allowed numbers. Conversely, blacklisting is used to create a list of denied numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:172
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_. Next, click on the :guilabel:`Visual Editor` button to the right of the dial plan, to edit the dial plan. Then, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`. For more information, visit :ref:`voip/axivox/dial_plans`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:179
msgid "Dispatcher scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:181
msgid "A *Dispatcher* element is a dial plan feature that directs calls, based on region or geo-location. In most cases, the :guilabel:`Dispatcher` element in a dial plan is linked to the :guilabel:`Start` element, in order to filter or screen calls as they come into an incoming number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:185
msgid "Double-click the :guilabel:`Dispatcher` element in the :guilabel:`Dialplan Editor` pop-up window to configure it."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:188
msgid "This element checks numbers (routed through this element), according to regular expressions. To add a regular expression, click :guilabel:`Add a line` on the bottom of the :guilabel:`Dispatcher` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:192
msgid "Then, under :guilabel:`Name`, enter a recognizable name to identify this expression. This is the name that appears in the :guilabel:`Dispatcher` element on the dial plan showcased in the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:196
msgid "In the :guilabel:`Regular expression` field, enter the country code, or area code, which Axivox should route for incoming calls. This is especially helpful when a company would like to filter their customers to certain queues, or users based on the customer's geo-location."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:200
msgid "To specify all numbers behind a certain country code, or area code, include `\\d+` after the country code, or country code + area code."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Dispatcher configuration panel, with name, regular expression and add a line highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:208
msgid "`02\\\\d+`: validates the numbers starting with `02`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:209
msgid "`00\\\\d+`: validates all numbers beginning with `00`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:210
msgid "`0052\\\\d+` validates all numbers beginning with `0052` (Mexico country code)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:211
msgid "`001716\\\\d+`: validates all numbers beginning with `001716` (USA country code + Western New York area code)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:215
msgid "A regular expression (shortened to \"regex\" or \"regexp\"), sometimes referred to as a \"rational expression,\" is a sequence of characters that specifies a match pattern in text. In other words, a match is made within the given range of numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:219
msgid "When the desired configurations are complete on the :guilabel:`Dispatcher` pop-up window, be sure to click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:222
msgid "Upon doing so, the :guilabel:`Dispatcher` element appears with different routes available to configure, based on the :guilabel:`Regular Expressions` that were set."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:225
msgid "Attach these routes to any :guilabel:`New element` in the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:227
msgid "By default, there is an :guilabel:`Unknown` path that appears on the :guilabel:`Dispatcher` element after setting at least one :guilabel:`Regular Expression`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:230
msgid "Calls follow this route/path when their number does not match any :guilabel:`Regular Expression` set on the :guilabel:`Dispatcher` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Dial plan with dispatcher element highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:238
msgid "Time condition scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:240
msgid "When a :guilabel:`Time Condition` element is added to a dial plan, it has a simple :guilabel:`True` and :guilabel:`False` routing."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:243
msgid "After adding the :guilabel:`Time Condition` element to a dial plan, double-click it to configure the variables. :guilabel:`Hour/Minute`, :guilabel:`Days of the week`, :guilabel:`Day of the month`, and :guilabel:`Month` can all be configured."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:247
msgid "If the time which the caller contacts the incoming number matches the set time conditions, then the :guilabel:`True` path is followed, otherwise the :guilabel:`False` path is followed."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:251
msgid "For a company that is closed yearly for the American Independence Day holiday (July 4th) the following time conditions should be set:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:254
msgid ":guilabel:`Hour/Minute` - `0:0 to 23:59`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:255
msgid ":guilabel:`Day of the week` - `All to All`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:256
msgid ":guilabel:`Day of the month` - `From 4 to 4`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:257
msgid ":guilabel:`Month` - `July`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:259
msgid "The :guilabel:`Time Condition` element is especially useful for holidays, weekends, and to set working hours. When a caller reaches a destination where they can be helped, either with a real person or voicemail, this reduces wasted time and hangups."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Time condition element set in a dial plan on Axivox. Time condition is highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:268
msgid "To set the :guilabel:`Timezone` that the :guilabel:`Time Condition` operates under, navigate to `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Settings` in the menu on the left. Then, set the :guilabel:`Timezone` using the second field from the bottom, by clicking the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:274
msgid "Access list scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:276
msgid "An *Access List* element in a dial plan allows for the routing of certain numbers, and disallows (denies) other numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:279
msgid "After adding an :guilabel:`Access List` element to a dial plan, it can be configured by double-clicking on the element directly in the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:282
msgid "Two fields appear where regular expressions can based in the :guilabel:`Allow` and :guilabel:`Deny` fields of the :guilabel:`Access List` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:286
msgid "For a very important customer, their number can be set in the :guilabel:`Allow` field, and these callers can be sent directly to management."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:290
msgid "A regular expression (shortened to \"regex\" or \"regexp\"), sometimes also referred to as a \"rational expression,\" is a sequence of characters that specifies a match pattern in text."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Access list element configuration with the allow/deny fields highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:298
msgid "`2\\\\d\\\\d`: validates numbers from `200 to 299`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:299
msgid "`02\\\\d*`: validates all numbers beginning with `02`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:300
msgid "`0017165551212`: validates the number (`0017165551212`)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:302
msgid "After setting the :guilabel:`Allow` and :guilabel:`Deny` fields with regular expressions or numbers, click :guilabel:`Save` on the :guilabel:`Access List` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:305
msgid "Then, on the :guilabel:`Access list` element in the dial plan, three paths (or routes) are available to link to further actions."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:308
msgid "Unknown calls can be routed through the regular menu flow by adding a :guilabel:`Menu` element, and connecting it to the :guilabel:`Unknown` path. :guilabel:`Refused` calls can be routed to the :guilabel:`Hang up` element. Lastly, :guilabel:`Authorized` callers can be sent to a specific extension or queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Access list element highlighted in an example dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:318
msgid "Switches"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:320
msgid "A *Switch* element in Axivox is a simple activated/deactivated route action."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:322
msgid "These can be activated or chosen quickly, allowing for quick routing changes, without altering the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:325
msgid "Alternate routes can be configured, so that in a moments notice, they can be switched to. This could be for new availability, or to adjust traffic flow for any number of reasons."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:328
msgid "Axivox allows for a simple on/off switch, and a multi-switch, which can have several paths to choose from."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:331
msgid ":guilabel:`Switch`: a manual on/off control that can divert traffic, based on whether it is opened (on) or closed (off)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:333
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:156
msgid ":guilabel:`Multi-Switch`: a mechanism to create paths, and turn them on and off, to divert incoming calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:337
msgid "Basic switch"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:339
msgid "A :guilabel:`Switch` can be set in the `Axivox management console <https://manage.axivox.com>`_ by navigating to :guilabel:`Switches` in the left menu. To create a new switch click :guilabel:`Add a switch` from the :guilabel:`Switches` dashboard, configure a :guilabel:`Name` for it, and click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:344
msgid "Then, toggle the desired switch to either :guilabel:`On` or :guilabel:`Off`, from the :guilabel:`State` column on the :guilabel:`Switches` dashboard."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:347
msgid "This :guilabel:`On` / :guilabel:`Off` state automatically routes traffic in a dial plan, in which this switch is set."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:350
msgid "The traffic travels to the :guilabel:`Active` route when :guilabel:`On` is toggled in the switch. The call traffic travels to the :guilabel:`Inactive` route when :guilabel:`Off` is toggled in the switch."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:354
msgid "Changes can be made on the fly, just be sure to click :guilabel:`Apply changes` to implement the them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:358
msgid "Add a switch to dial plan"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:360
msgid "To add a :guilabel:`Switch` to a dial plan, navigate to `Axivox management console <https://manage.axivox.com>`_, and click on :guilabel:`Dial plans` in the left menu. Then, click :guilabel:`Visual Editor` next to the desired dial plan to open the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:365
msgid "Then, from the :guilabel:`New element` drop-down menu, select :guilabel:`Switch`, and then click :guilabel:`Add`. Double-click on the element to further configure the :guilabel:`Switch` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Switch configuration in a dial plan, with inactive and active routes highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:373
msgid "Multi-switch"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:375
msgid "A *Multi-Switch* element in Axivox is a switch where multiple paths can be configured, and switched between."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:378
msgid "To configure and set a :guilabel:`Multi-Switch` element, navigate to `Axivox management console <https://manage.axivox.com>`_. Then, click on the :guilabel:`Switches` menu item in the left menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:381
msgid "Toggle to the :guilabel:`Multi-switch` tab to create, or set, a pre-configured :guilabel:`Multi-Switch` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:384
msgid "To create a new :guilabel:`Multi-Switch`, click :guilabel:`Create new`. Then, enter a :guilabel:`Name` for the element, and then enter the :guilabel:`Available choice`. Enter one :guilabel:`Available choice` per line. Do **not** duplicate any entries."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:388
msgid "Remember to click :guilabel:`Save` when done."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:390
msgid "To select the :guilabel:`State` of the :guilabel:`Multi-Switch`, click the drop-down menu next to the :guilabel:`Multi-Switch` name, under the :guilabel:`Multi-switch` tab on the :guilabel:`Switches` dashboard."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:394
msgid "The :guilabel:`State` chosen is the route that is followed in the dial plan. The :guilabel:`State` can be edited on the fly, just be sure to click :guilabel:`Apply changes`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:398
msgid "Add a multi-switch to dial plan"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:400
msgid "To add a :guilabel:`Multi-Switch` element to a dial plan, navigate to `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Dial plans` in the left menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:403
msgid "Then, select or create a dial plan. Next, click :guilabel:`Visual Editor` on the desired dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:405
msgid "On the :guilabel:`Dialplan Editor` pop-up window that appears, click on the :guilabel:`New element` drop-down menu, and select :guilabel:`Multi-Switch`. Then, click :guilabel:`Add`. Double-click on the element to further configure the :guilabel:`Switch` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Multi-switch configuration in a dial plan, with chosen route highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:3
msgid "Dial plan basics"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:5
msgid "When someone calls a business, they might need to get in contact with customer support, a sales team, or even a person's direct line. The caller might also be in search of some information about the business, such as store hours. Or, they might want to leave a voicemail, so someone from the company can call them back. With dial plans in Axivox, a company can manage how incoming calls like this are handled."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:11
msgid "Using proper call architecture through a dial plan, callers get directed to the right people, or to the right information, in a quick, efficient manner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:14
msgid "This document covers the basic configuration of dial plans in Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:17
msgid "For more information on advanced dial plans, visit :doc:`dial_plan_advanced`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:20
msgid "Using a browser add-on for spelling may hinder the use of the visual editor in dial plans. Do not use a translator with the Axivox management console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:26
msgid "Dial plans"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:28
msgid "Access dial plans by navigating to `Axivox management console <https://manage.axivox.com>`_, and clicking on :guilabel:`Dial plans` from the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:31
msgid "To add a new dial plan from the :guilabel:`Dial plan` page, click the green button labeled, :guilabel:`Add a new dial plan`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:35
msgid "Axivox has no limit to the number of dial plans that can be created. These can be added, and improved upon, at any time. This allows for sandboxes to be created with many different configurations."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
msgid "Dial plan dashboard with the edit features and Add a dial plan button highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:43
msgid "To edit an existing dial plan, choose one of the following options to the right of the saved dial plan:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:46
msgid ":guilabel:`Delete`: this action deletes the attached dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:47
msgid ":guilabel:`Edit`: this action allows the user to edit the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:48
msgid ":guilabel:`Visual Editor`: this action opens a visual editor window, where the dial plan architecture can be viewed and edited."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:50
msgid ":guilabel:`Duplicate`: this action duplicates the dial plan, and puts it at the bottom of the list, with an extension of one number (+1) larger than the original extension."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:54
msgid "Dialplan editor (visual editor)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:56
msgid "When the :guilabel:`Visual Editor` button is clicked for a dial plan on the :guilabel:`Dial plan` page, a pop-up :guilabel:`Dialplan Editor` window appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:59
msgid "This pop-up window is the primary place where the architecture, or structure, of the dial plan is configured. In this window, a :abbr:`GUI (graphical user interface)` appears, where various dial plan elements can be configured and linked together."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
msgid "Visual editor for an example dial plan, with the new element, Add, and Save buttons\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:69
msgid "New dial plans come blank with :guilabel:`New element` options for the user to :guilabel:`Add` and :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:72
msgid "The method for saving in the :guilabel:`Dialplan Editor` is different from saving any other edits in the Axivox management console because the :guilabel:`Save` button **must** be pressed before closing the :menuselection:`Visual editor`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:76
msgid "Then, before these changes can take place on the Axivox platform, the user **must** click :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`Dial plan` page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:79
msgid "From the :guilabel:`Dialplan Editor` pop-up window, users can add a new element to the dial plan. To do that, open the :guilabel:`New element` drop-down menu, and select the desired element. Then, click :guilabel:`Add`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:83
msgid "Doing so adds that element to the visual editor display of the dial plan being modified. This element can be moved where desired amongst the other elements present in the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:86
msgid "Connect elements in the dial plan by clicking and dragging outward from the :guilabel:`(open circle)` icon on the right side of the element. Doing so reveals an :guilabel:`(arrow)` icon. Proceed to drag this :guilabel:`(arrow)` icon to the desired element in the dial plan that it is meant to connect with."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:91
msgid "Connect the :guilabel:`(arrow)` icon to the circle on the left side of the desired element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:93
msgid "Calls displayed in the dial plan flow from left-to-right in the element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:95
msgid "In order to further configure a :guilabel:`New element`, double-click on the element inside the dial plan, to reveal a subsequent pop-up window, wherein additional customizations can be entered."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:98
msgid "Each element has a different configuration pop-up window that appears when double-clicked."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:101
msgid "All elements **must** have a final destination in the dial plan in order to close a loop. This can be accomplished by implementing the :guilabel:`Hang up` element, or looping the element back to a :guilabel:`Menu` element or :guilabel:`Digital Receptionist` element elsewhere in the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:0
msgid "Dial plan, shown with highlight looping open end back to the beginning of the menu\n"
"element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:111
msgid "Once all desired dial plan elements and configurations are complete, remember to click :guilabel:`Save` before exiting the :guilabel:`Dialplan Editor` pop-up window. Then, click :guilabel:`Apply changes` on the :guilabel:`Dial plans` page to ensure they are implemented into Axivox production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:117
msgid "Dial plan elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:119
msgid "The following elements are available in the :guilabel:`New element` drop-down menu, while designing a dial plan in the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:123
msgid "Basic elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:125
msgid "These are the basic elements that are used in simple dial plans in Axivox:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:127
msgid ":guilabel:`Call`: call an extension or queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:128
msgid ":guilabel:`Play a file`: play an audio file or voice greeting."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:129
msgid ":guilabel:`Voicemail`: forward to a voicemail (terminal)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:130
msgid ":guilabel:`Hang up`: hang up the call (terminal)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:131
msgid ":guilabel:`Queue`: attach a call queue with a group of users to answer a call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:132
msgid ":guilabel:`Conference`: add a conference room for a caller to connect to."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:137
msgid "Routing elements change or route the path of a caller, these are some basic routing elements used in Axivox:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:140
msgid ":guilabel:`Menu`: add a dial-by-number directory and configure downstream actions (not terminal)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:141
msgid ":guilabel:`Switch`: attach a manual on/off control that can divert traffic based on whether it is opened (On) or closed (Off)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:143
msgid ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for extensions to connect to."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:149
msgid "These are the more advanced elements that route calls in Axivox:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:151
msgid ":guilabel:`Dispatcher`: create a call filter to route traffic based on the geo-location of the caller ID."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:153
msgid ":guilabel:`Access List`: create a tailored access list with VIP customer preference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:162
msgid "The following are more advanced elements (not routing) in Axivox:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:169
msgid "Dial plan elements can be configured by double-clicking them, and linking different aspects of the Axivox console to them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:173
msgid "Attach to incoming number"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:175
msgid "To attach an existing dial plan to an incoming number, go to `Axivox management console <https://manage.axivox.com>`_ , and click on :guilabel:`Incoming numbers`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:178
msgid "Next, click :guilabel:`Edit` next to the number to which the dial plan should be attached."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:180
msgid "Doing so reveals a separate page wherein that number's dial plan can be modified. To do that, select :guilabel:`Dial plan` from the :guilabel:`Destination type for voice call` field drop-down menu. Then, choose the desired dial plan from the :guilabel:`Dial plan` field that appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:184
msgid "With that in place, that means when that specific number calls in, the configured dial plan is activated, and runs through the prompts to properly route the caller."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:187
msgid "Finally, :guilabel:`Save` the changes, and click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:191
msgid "Basic dial plan scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:193
msgid "The following showcases a basic dial plan scenario for call routing, where additional elements can be added to expand the setup. This basic dial plan scenario includes the following linked elements :menuselection:`Start --> Play a file --> Menu --> (Hang-up, Calls, Queues, Conferences) --> (Voicemail, Hang-up)`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
msgid "Basic dial plan configuration."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:203
msgid "This setup does **not** include any basic or advanced call routing. For more information on call routing, reference this documentation: :doc:`dial_plan_advanced`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:3
msgid "Dynamic caller ID"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:5
msgid "*Caller ID* identifies the caller when they make a phone call. It allows the recipient of the call to see what number the caller is calling from. Caller ID shows users and clients who is calling, so they can choose to pick up or decline the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:9
msgid "Axivox offers a dynamic caller ID option to choose which number is displayed on outgoing calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:11
msgid "International numbers can be purchased to do business transactions internationally, via a phone call, from a number that has an area code or country code of the destination being called. By displaying a local number, this can increase customer engagement."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:15
msgid "Some companies have many employees making calls from a call center. These employees are not always available to receive a return phone call from a prospective customer. In this case, :abbr:`VoIP (Voice over Internet Protocol)` can be configured in such a way that dynamic caller ID shows the main company phone number, so any number of employees in the group can answer the call. This way, a call is never missed."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:24
msgid "Default outgoing number"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:26
msgid "In Axivox a *default number* can be set. This is a company's main number. This means, when anyone from the company (user/employee) calls a number outside the company, the default outgoing number shows up automatically on the caller ID."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:30
msgid "If someone from outside the company tries to call back a user/employee, they are then funneled back through the main line (default number). If there is a dial plan set up, they are prompted to make selections. This is especially helpful in cases where employees change positions frequently, or if they leave the company."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:39
msgid "To access the default number, go to the `Axivox management console <https://manage.axivox.com>`_, and log in. Then, click into :guilabel:`Settings` in the left menu, and navigate to :guilabel:`Default outgoing number`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:43
msgid "From here, change the :guilabel:`Default outgoing number` by clicking the drop-down menu, and making a selection from the incoming phone numbers available on Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:46
msgid "Be sure to :guilabel:`Save` the changes, then click :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`General Settings` page to implement the change."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:49
msgid "The :guilabel:`Default outgoing number` is what shows up by default in the Axivox management portal. However, the outgoing number can also be configured differently at the user level."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:53
msgid "Users"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:55
msgid "To configure the outgoing number at the user level, log in to the `Axivox management console <https://manage.axivox.com>`_. Next, click :guilabel:`Users` from the menu on the left, and then click :guilabel:`Edit` to the right of the user that is to be configured."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:59
msgid "Under :guilabel:`Outgoing number`, click the drop-down menu to select either the :guilabel:`Default outgoing number` (as specified here: :ref:`voip/axivox/dynamic-caller-id-default`), or any of the incoming numbers on the Axivox account."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:63
msgid "Choosing the :guilabel:`Default` selection in the :guilabel:`Outgoing number` drop-down menu ensures this user has the :guilabel:`Default outgoing number` shown on their caller ID when making calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:66
msgid "If a specific number is chosen, and that number is assigned to this user under :guilabel:`Incoming numbers` (in the Axivox console's menu on the left), that means this user has a direct line for customers to reach them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:70
msgid "Once the desired changes are complete, be sure to click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement the change."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:74
msgid "By default, when creating a new user in Axivox, the :guilabel:`Outgoing number` is automatically set to :guilabel:`Default`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:78
msgid "Advanced options"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:80
msgid "To access the :guilabel:`Advanced options`, navigate to the :guilabel:`Settings` option in the menu on the left of the `Axivox management console <https://manage.axivox.com>`_. Then, click :guilabel:`Advanced options` to the right of :guilabel:`Default outgoing number`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:84
msgid "By default, there are not any advanced rules set. To create one, click the green :guilabel:`+ (plus)` icon. Doing so reveals a line with two blank fields. From here, different caller IDs can be set up, depending on what location the user/employee is calling from."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:88
msgid "To create a rule, first set the :guilabel:`Destination prefix` in the first empty field. This is the country code, complete with zero(s) in front of it. Then, in the second empty field, select the phone number that should be used for calling out from that country code."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:93
msgid "Check the box for :guilabel:`Apply advanced rules even for users with a default outgoing number configured` to allow these rules to take precedent over all other outgoing configurations."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:97
msgid "The order of the rules can be modified by dragging-and-dropping them into another order. The first matching rule is applied."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:101
msgid "For example, a company wants all users/employees to utilize the configured number for Great Britain when calling from the `0044` country code (Great Britain)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:104
msgid "To accomplish that, simply type in `0044` into the :guilabel:`Destination prefix` field, and select the number starting with the `+44` country code. Order the rules as necessary, and select the checkbox to supersede all other rules, if needed."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:0
msgid "Advanced options for the default outgoing number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:112
msgid "Once the desired configurations are complete, be sure to click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement the change."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:3
msgid "Manage users in Axivox"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:5
msgid "Managing Axivox :abbr:`VoIP (Voice over Internet Protocol)` users is an important part of setting up :abbr:`VoIP (Voice over Internet Protocol)` in an Odoo database. Each Axivox user has a unique name, phone number and/or extension, and a voicemail. This way, they can be reached in a variety of convenient ways."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:10
msgid "Axivox users are organized in a simple, straightforward way in the Axivox console, so an administrator can manage users quickly and easily."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:14
msgid "This documentation covers how to configure everything through a provider called, Axivox. Depending on the chosen VoIP provider, the processes to manage users may be different."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:18
msgid "Overview"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:20
msgid "Begin at the Axivox management console by navigating to `https://manage.axivox.com <https://manage.axivox.com>`_. Log in with the appropriate administrator credentials."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:24
msgid "Actions in the Axivox management console **must** be double-saved, in order for the changes to take effect. To save any changes, click :guilabel:`Save` in the individualized changes screen. Then, to implement those changes, click the :guilabel:`Apply Changes` button in the upper-right corner of the console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:34
msgid "Incoming numbers are all the numbers a company is paying to use to receive calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:36
msgid "Click on :menuselection:`Incoming numbers` from the menu on the left of the Axivox management console. Doing so reveals the :guilabel:`Incoming numbers` page, where all the incoming numbers are listed, along with their :guilabel:`Destination` and SMS information."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:40
msgid "The :guilabel:`Destination` determines the action that is taken, or the path the caller follows when dialing said numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:43
msgid "To edit the :guilabel:`Destination`, click the :guilabel:`Edit` button to the far-right of the incoming number line to be modified. Then, on the :guilabel:`Edit number` page that appears, the :guilabel:`Destination type for voice call` can be changed."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:47
msgid "The options available in the :guilabel:`Destination type for voice call` drop-down menu are as follows:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:50
msgid ":guilabel:`Not configured`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:51
msgid ":guilabel:`Extension`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:52
msgid ":guilabel:`Dial plan`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:53
msgid ":guilabel:`Voicemail`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:54
msgid ":guilabel:`Hang up`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:55
msgid ":guilabel:`Conference`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:57
msgid "Depending on the selection made in the :guilabel:`Destination type for voice call` drop-down menu, a second, selection-specific drop-down menu is populated with further configuration options. Additionally, more fields are revealed, based on the selection made in the :guilabel:`Destination type for voice call` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:62
msgid "Once the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:66
msgid "New users"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:68
msgid "Every employee using :abbr:`VoIP (Voice over Internet Protocol)` at the company needs an Axivox user account associated with them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:71
msgid "To view existing users in the Axivox management console, click :guilabel:`Users` from the menu on the left of the console. Every user has a :guilabel:`Number`, :guilabel:`Name`, option for a :guilabel:`Voicemail`, and an :guilabel:`Outgoing number` specified."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:75
msgid "To create a new user in the Axivox console, click :guilabel:`Add a user` to reveal a :guilabel:`New user` form. The following tabs are available for configuring the new user:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:78
msgid ":guilabel:`General`: basic information, including the extension of the user, can be set."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:79
msgid ":guilabel:`Forwardings`: internal forwards on 'no answer' or busy signals."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:80
msgid ":guilabel:`Follow Me`: external forward configuration."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:81
msgid ":guilabel:`Keys`: set hot-keys within the :abbr:`VoIP (Voice over Internet Protocol)` system."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:82
msgid ":guilabel:`SIP Identifiers`: :abbr:`SIP (Session Initiation Protocol)` username and password for external configuration."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:84
msgid ":guilabel:`Permissions`: set access rights for users in the Axivox management console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:87
msgid "General tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:89
msgid "Under the :guilabel:`General` tab of the :guilabel:`New user` form, in the :guilabel:`Extension` field, input an extension that is unique to the user. This is the number internal users dial to reach a specific employee."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:93
msgid "In the :guilabel:`Name` field, input the employee name."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:95
msgid "Next, fill out the :guilabel:`Email address of the user` field. A valid email address for the employee should be added here, where the user receives business emails."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:98
msgid "In the :guilabel:`GSM number` field, enter an alternative number at which the user can be reached. Be sure to include the country code."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:102
#: ../../content/applications/productivity/voip/onsip.rst:142
msgid "A country code is a locator code that allows access to the desired country's phone system. The country code is dialed first, prior to the target number. Each country in the world has its own specific country code."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:106
#: ../../content/applications/productivity/voip/onsip.rst:153
msgid "For a list of comprehensive country codes, visit: `https://countrycode.org <https://countrycode.org>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "General tab layout in the Axivox management console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:113
msgid "In the :guilabel:`Voicemail` field, select either :guilabel:`Yes` or :guilabel:`No` from the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:116
msgid "In the :guilabel:`Directory` field, the administrator has the option to leave it blank, by making no changes, or selecting :guilabel:`Default` from the drop-down menu. The :guilabel:`Directory` is used in the *Digital Receptionist* feature element of a dial-plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:120
msgid "At the bottom of the :guilabel:`General` tab, there are two separate options with selection boxes."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:122
msgid "The first option is :guilabel:`This user can receive multiple calls at the same time`. By selecting this option, users are able to receive calls when on another call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:125
msgid "The second option, :guilabel:`This user must log-in to call`, provides the option to make it mandatory for the user to log in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:129
msgid "If a company uses physical VoIP phones on desks, and wants their employees to be able to log in from *any* phone or desk in the office, they would make the selection for :guilabel:`This user must log-in to call`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:133
msgid "Once the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:139
msgid "Forwardings tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:141
msgid "Under the :guilabel:`Forwardings` tab of the :guilabel:`New user` form, a company can decide what happens if someone calls a user, and the call is not answered."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:145
msgid "Forwardings are disabled when the :guilabel:`Follow Me` option is enabled."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:147
msgid "For example, under the :guilabel:`Forwarding on no answer` field, when the button for :guilabel:`Add a destination` is selected, the option to add a specific user or phone number is revealed. After entering the :guilabel:`Destination`, a specific time frame can be selected by sliding the :guilabel:`seconds bar` to the desired ring time."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:152
msgid "Additional :guilabel:`Destinations` can be added on with different ring times."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:155
msgid "Ring times can be staggered, so the call is forwarded to another user after the first user does not pick up the call. The option to :guilabel:`Send to voicemail as a last resort` is available to the administrator, should the :guilabel:`Destinations` not pick up."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:159
msgid "Under the :guilabel:`Forwarding on busy` field, an administrator can :guilabel:`Add a destination`. When clicked, they can then set the :guilabel:`Destination` (user) and time frame. Should the original user's :abbr:`VoIP (Voice over Internet Protocol)` extension, or incoming number, be busy, the call is forwarded to the destination(s)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Manage forwarding calls to different users or phone numbers in the Forwardings tab."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:168
msgid "When the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:172
msgid "Follow Me tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:174
msgid "When the :guilabel:`Follow Me` option is selected, under the :guilabel:`Follow Me` tab of the :guilabel:`New user` form, no :menuselection:`Forwardings` can be made."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:177
msgid "Also, when the :guilabel:`Follow Me` option is selected, the :guilabel:`Add a destination` button can be selected to add users, or a destination phone number, to the original user's account. That way, these added numbers ring when a call is received."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:181
msgid "After entering the :guilabel:`Destination`, a specific time frame can be made by sliding the :guilabel:`seconds bar` to the desired ring time. Additional :guilabel:`Destinations` can be added with different ring times."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:186
msgid "The original user's :abbr:`VoIP (Voice over Internet Protocol)` number does **not** ring with this option selected. Ring times can also be staggered, so the call is forwarded to another user after the first user does not pick up the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Ring destinations like different users or phone numbers from the Follow Me tab."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:195
msgid "The Odoo mobile app, or another :abbr:`SIP (Session Initiation Protocol)` mobile client, allows for simultaneous ringing of the user's extension or incoming number. For more information, visit the :doc:`VoIP Mobile Integrations <../devices_integrations>` documentation."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:199
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:345
msgid "Once all desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:203
msgid "Keys tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:205
msgid "Under the :guilabel:`Keys` tab of the :guilabel:`New user` form, speed dial actions for the user can be configured. Some more advanced options are available, as well."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:208
msgid "The following options are available to set to numerical values `1-20`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:210
msgid "These actions can be set on each number:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:212
msgid ":guilabel:`Not configured`: the default action, which is nothing."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:213
msgid ":guilabel:`BLF (Busy lamp fields)`: this action shows the status of other users' phones connected to the Axivox phone system. This is primarily used on a desk-phone."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:215
msgid ":guilabel:`Quick Call`: this action allows for a speed-dial of an external number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:216
msgid ":guilabel:`Line`: this action allows the user to call another user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:217
msgid ":guilabel:`Switch`: this action allows the user to switch between calls from a desk-phone."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:218
msgid ":guilabel:`Pickup`: this action allows the user to pick up an incoming call from a desk-phone."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Manage user page with Keys tab highlighted and number 2 key drop-down menu selected (with\n"
"highlight)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:225
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:313
msgid "Once all the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:229
msgid "Many of the preceding options have secondary options available, as well, that can be used to link a user, or external phone number. These **must** be filled out in conjunction with the initial action."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:234
msgid "The :guilabel:`Number of keys` field can be changed by entering in the desired numerical value in the :guilabel:`Number of keys` field, located at the top of the :guilabel:`Keys` tab of the :guilabel:`New user` form."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:239
msgid "SIP Identifiers tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:241
msgid "*SIP*, which stands for Session Initiation Protocol telephony, allows one to make and receive calls through an internet connection. The :guilabel:`SIP Identifiers` tab on the :guilabel:`New user` form, contains credentials needed to configure Axivox users in Odoo and/or a different :abbr:`SIP (Session Initiation Protocol)` mobile client."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:247
msgid "See the documentation on configuring Axivox, using the SIP identifiers:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:249
msgid ":doc:`Use VoIP services in Odoo with Axivox <axivox_config>`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:250
msgid ":doc:`Axivox Mobile Integrations <../devices_integrations>`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:252
msgid "Under the :guilabel:`SIP Identifiers` tab, the :guilabel:`SIP username` field represents the user's information that was entered in the :guilabel:`Extension` field, under the :guilabel:`General` tab."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:255
msgid "The :guilabel:`Domain` field is assigned to the company by the Axivox representative."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:257
msgid "The value in the :guilabel:`SIP Password` field is unique for every Axivox user. This value is used to sign into Axivox on Odoo, and for any mobile :abbr:`SIP (Session Initiation Protocol)` clients."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Important credentials used for external configurations of Axivox VoIP."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:264
msgid "The value listed in the :guilabel:`Address of the proxy server` field is typically: `pabx.axivox.com`, but is subject to change by Axivox, so be sure to check the :guilabel:`SIP Identifiers` tab for the most accurate value."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:268
msgid "Once all desired configurations have been made, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:272
msgid "Permissions tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:274
msgid "Under the :guilabel:`Permissions` tab of a :guilabel:`New user` form, a :guilabel:`Username` and :guilabel:`Password` can be entered for the user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:277
msgid "Beneath those fields, the following permissions can be granted to Axivox users for portal access:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:279
msgid ":guilabel:`User portal access`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:280
msgid ":guilabel:`User management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:281
msgid ":guilabel:`Administrator access`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:282
msgid ":guilabel:`Phone management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:283
msgid ":guilabel:`User group management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:284
msgid ":guilabel:`Phone number management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:285
msgid ":guilabel:`Dial plan management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:286
msgid ":guilabel:`Pickup group management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:287
msgid ":guilabel:`Switch management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:288
msgid ":guilabel:`Conference management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:289
msgid ":guilabel:`Queue management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:290
msgid ":guilabel:`Voicemail management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:291
msgid ":guilabel:`Audio messages management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:292
msgid ":guilabel:`Music on hold management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:293
msgid ":guilabel:`Directory management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:294
msgid ":guilabel:`Call list`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:295
msgid ":guilabel:`Connected user list`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:296
msgid ":guilabel:`Global settings`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:297
msgid ":guilabel:`Apply changes button`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:298
msgid ":guilabel:`Invoice download`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:299
msgid ":guilabel:`Invoice details`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:300
msgid ":guilabel:`Blacklist management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:301
msgid ":guilabel:`Conference participant management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:303
msgid "To access credentials for the Axivox user portal, navigate to the top of the :menuselection:`Permissions` tab. Then, copy the :guilabel:`Username`, and enter the correct :guilabel:`Password` for the individual user. There is a minimum of 8 characters for a user password."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:309
msgid "These are the same permissions granted to the Axivox administrator that are listed in the menu on the left in the Axivox management console. Should a selection state :guilabel:`No`, or :guilabel:`No access`, then the menu option does **not** populate for the user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:316
msgid "Upon finishing the setup for a new user, an :ref:`voip/axivox/incoming_number` can be linked."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Manage a user page, with the permissions tab highlighted, along with the first permission\n"
"highlighted indicating a no selection."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:326
msgid "User groups"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:328
msgid "A user group is a grouping of Axivox users that can be linked to a queue for call center capability."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:331
msgid "To begin using user groups, navigate to `https://manage.axivox.com <https://manage.axivox.com>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:333
msgid "Then, log in with the appropriate administrator credentials. From the menu on the left of the Axivox administrative panel, click into :guilabel:`User Groups`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:336
msgid "To add a user group from the :guilabel:`User Groups` page, click :guilabel:`Add a group`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:338
msgid "Next, name the group, by entering text into the :guilabel:`Name` field. Then, add a member to the group by typing the first few letters of the user's name into the :guilabel:`Members` field. The user populates in a drop-down menu below the field. Then, click on the desired user, and they are added to the user group."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:343
msgid "Repeat this process to add more users to the group."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:3
msgid "Voicemails and audio messages"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:7
msgid "Managing voicemail is an important part of any business. A company needs to access their messages with ease, and stay on top of any missed calls. Recording audio messages, like thanking a caller for reaching out, or directing them to the right extension, is also a great way to personalize the business interaction, and set the tone with the customer."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:12
msgid "This document covers the configuration of both voicemail and audio messages in the Axivox administrative portal."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:18
msgid "Set global language"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:20
msgid "To start using voicemails and audio messages with Axivox, the global language should be set in the Axivox admin portal settings. To do that, navigate to `manage.axivox.com <axivox_admin_>`_. After logging into the portal, go to :menuselection:`Settings --> Global language (e.g.: voicemail messages,...)`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:25
msgid "From here, set the language to either: :guilabel:`Francais`, :guilabel:`English`, :guilabel:`Espanol`, or :guilabel:`Deutsch`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:28
msgid "Then, click :guilabel:`Save`, followed by :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`General Settings` page to implement the change into production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:34
msgid "Activate voicemail"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:36
msgid "In order for a user to utilize voicemail in Axivox, the voicemail feature **must** be turned on in the Axivox administrative portal. To begin using voicemail with a user, navigate to `manage.axivox.com <axivox_admin_>`_. Then, log in with the appropriate administrator credentials."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:40
msgid "On the left menu of the Axivox administrative panel, click into :guilabel:`Users`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:42
msgid "Then, click into the specific user the voicemail should be activated for. Under the section marked, :guilabel:`Voicemail`, open the drop-down menu, and click on :guilabel:`Yes`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:45
msgid "Lastly, :guilabel:`Save` the change, then click :guilabel:`Apply changes` in the upper-right corner of the screen."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:49
msgid "Voicemail"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:51
msgid "The next step is to set up the individual voicemail boxes on the Axivox administrative portal. To access the portal, visit `manage.axivox.com <axivox_admin_>`_ and log in. Then, navigate to :menuselection:`Voicemails`, located in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:55
msgid "If the voicemail option was activated in the user profile, using this process :ref:`voip/axivox/activate_voicemail`, then a voicemail is automatically created on the :guilabel:`Voicemails` page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:60
msgid "It should be noted that some of the administrative portal language is in French, as Axivox is a Belgian company. The global language is still set to one of the four options as seen here: :ref:`voip/axivox/global_language`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:65
msgid "Manually create voicemail"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:67
msgid "To manually create a new voicemail box, click :guilabel:`Add a voicemail` on the :guilabel:`Voicemails` page. Or, edit an existing voicemail box, by clicking :guilabel:`Edit` to the far-right of an existing voicemail box on the :guilabel:`Voicemails` page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:72
msgid "Suppose a sales or support team needs a general voicemail box. The voicemail would need to be created manually, and attached to an incoming number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:75
msgid "The new, manually-created voicemail box should be attached to an incoming number, so it can receive messages. To do so, navigate to :menuselection:`Incoming numbers`, located in the menu on the left. Then, click :guilabel:`Edit` to the far-right of the specific number the voicemail should be linked to."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:80
msgid "In the :guilabel:`Destination type for voice call` field, click the drop-down menu, and select :guilabel:`Voicemail`. Then, open the drop-down menu on the next line labeled, :guilabel:`Voicemail`, and select the manually-created voicemail box."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:85
msgid "If an incoming number is capable of receiving SMS/text messages, an additional field, :guilabel:`Destination email address for Incoming SMS`, is present."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:88
msgid "To determine whether an incoming number is capable of receiving SMS/text messages, click :guilabel:`Incoming numbers` from the menu on the left, then check the :guilabel:`SMS compatible` column for the incoming number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:92
msgid "Then, if applicable, in the field labeled, :guilabel:`Destination email address for Incoming SMS`, enter an email to which incoming text messages sent to the incoming number can be received. Some incoming numbers (US +1) in Axivox are capable of receiving text messages from individuals and automated numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:97
msgid "Should this field be left empty, the default destination address is used, instead (as previously set in the beginning of the process for manually creating a voicemail)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:100
msgid "Once all desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the screen to implement the change into production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:104
#: ../../content/applications/productivity/whatsapp.rst:809
msgid "Notifications"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:106
msgid "Now, whenever a voicemail is received on any of the automatically pre-configured or manually-linked voicemail boxes, an email is sent to the user's email address, as listed in the :guilabel:`Voicemails` page, or in the user's Axivox profile."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:110
msgid "This information can be accessed by navigating to :menuselection:`Users` in the left menu, and clicking :guilabel:`Edit` next to the specific user in question."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:116
msgid "Forwarding to voicemail"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:118
msgid "In Axivox, there are also numerous forwarding settings for a user. To access these forwarding settings, go to `manage.axivox.com <axivox_admin_>`_ and log in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:121
msgid "Next, navigate to :menuselection:`Users`, located in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:123
msgid "From there, click into the specific user the forwarding should be added to. Then, open the :guilabel:`Forwardings` tab."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:126
msgid "If the user is busy on another call, or away from the phone, there is an option present in this tab to :guilabel:`Send to voicemail as a last resort`, located in the :guilabel:`Forwarding on no answer` and :guilabel:`Forwarding on busy` fields."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:-1
msgid "Send to voicemail as a last resort options highlighted on the Forwardings tab of the user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:134
msgid "If the :guilabel:`Send to voicemail as a last resort` box is ticked, when the forwarding actions stated in each section are not successful, the caller is routed to the voicemail set on the particular user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:139
msgid "For more information on forwarding and transfers, visit :ref:`voip/axivox/forwardings_tab`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:141
msgid "When all the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the screen to implement the change."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:147
msgid "Audio messages"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:149
msgid "It is possible to add audio messages *before* a customer's call is even taken, to inform them about the waiting time for deliveries, the availability of a product, or any other important promotional messages."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:153
msgid "To record an audio message in Axivox, navigate to `manage.axivox.com <axivox_admin_>`_ and log in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:155
msgid "Next, click on :guilabel:`Audio messages` in the menu on the left. From the :guilabel:`Audio messages` page, click :guilabel:`Add a message`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:158
msgid "Type in a :guilabel:`Name`, and click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:160
msgid "Upon clicking :guilabel:`Save`, the browser redirects back to the main :guilabel:`Audio messages` page, where the newly-created message can be found on the list."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:163
msgid "There are two different ways to make the audio message. The user could either record the message over the phone, or type the message (in text), and select a computer-generated speaker to read the message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:168
msgid "Record audio message"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:170
msgid "To record an audio message over the phone, click the orange button labeled, :guilabel:`Record/Listen`, located to the right of the desired message on the list to record, on the :guilabel:`Audio messages` page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:174
msgid "When clicked, a :guilabel:`Record / listen to a message` pop-up window appears. From here, the message is then recorded, via one of the extensions that is associated with the user. Under :guilabel:`Extension to use for message management` field, click the drop-down menu, and select the extension where Axivox should call to record the message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:179
msgid "Then, click :guilabel:`OK` to begin the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:182
msgid "The user **must** be active in the production database with :abbr:`VoIP (Voice over Internet Protocol)` configured. To configure :abbr:`VoIP (Voice over Internet Protocol)` for a user, see this documentation: :doc:`axivox_config`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:186
msgid "Upon connecting to the Axivox audio recorder management line, a recorded French-speaking operator provides the following options:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:189
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:199
msgid "Press `1` to record a message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:190
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:200
msgid "Press `2` to listen to the current message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:192
msgid "Press either `1` or `2`, depending on whether or not there is already a message present in the system for this particular audio message that requires a review, before recording a new one."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:195
msgid "Record the new audio message after pressing `1`, then press `#` to end the recording."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:197
msgid "The French-speaking operator returns to the line presenting the first set of questions again:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:202
msgid "Press `#` to end the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:205
msgid "Write audio message"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:207
msgid "To type the message, and select a computerized speaker to say the text, navigate to the :menuselection:`Audio messages` in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:210
msgid "From the :guilabel:`Audio messages` page, select the blue button labeled, :guilabel:`Text message`, next to the corresponding audio message :guilabel:`Name` that the message should be attached to."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:213
msgid "Doing so reveals a :guilabel:`Convert text to message` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:215
msgid "From the :guilabel:`Convert to text message` pop-up window, click the drop-down menu next to the field labeled, :guilabel:`Voice`, and select an option for the :guilabel:`Text` to be read in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:218
msgid "After the :guilabel:`Voice` selection has been made, and the message has been written in the :guilabel:`Text` field, click :guilabel:`Generate` to process the audio file."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:221
msgid "The text is read in the same language it is written in the :guilabel:`Text` field. Should the language differ in the :guilabel:`Voice` field, then an accent is used by the computerized speaker."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:224
msgid "Finally, when these steps are complete, click :guilabel:`Save` to save the audio message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:226
msgid "To implement the changes, click :guilabel:`Apply changes` in the upper-right corner of the screen."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:-1
msgid "Convert text to message window with voice, text, generate button and save highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:233
msgid "To set a greeting or audio message in a dial plan element double-click on the element. This could be a :guilabel:`Play a file` element, or a :guilabel:`Menu` element, in which the caller should encounter an urgent message, or a dial-by-number directory."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:237
msgid "For more information on dial plans see this documentation: :doc:`dial_plan_basics` or :doc:`dial_plan_advanced`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:243
msgid "Music on-hold"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:245
msgid "Axivox has the option to add custom hold music to the call whenever a caller is waiting for their call to be answered. To add hold music to the Axivox administrative portal, navigate to the `manage.axivox.com <axivox_admin_>`_, and log in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:249
msgid "Then, click on :guilabel:`Music on hold` from the menu on the left, and a :guilabel:`Change the music on hold` pop-up window appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:252
msgid "On the :guilabel:`Change the music on hold` pop-up window, click the :guilabel:`Choose File` button to select an MP3 (MPEG Audio Layer 3) or WAV (Waveform Audio File Format ) file to be uploaded."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:256
msgid "Only :abbr:`MP3 (MPEG Audio Layer 3)` or :abbr:`WAV (Waveform Audio File Format)` files can be uploaded to the Axivox administrative portal."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:259
msgid "Once the file is selected, the :guilabel:`Progression` bar shows an upload status. When this activity completes, the window can be closed, by clicking :guilabel:`Close`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:262
msgid "When the desired changes are complete, click :guilabel:`Apply changes` in the upper-right corner of the screen."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:3
msgid "Devices and integrations"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:5
msgid ":abbr:`VoIP (Voice over Internet Protocol)` can be used on many different devices, such as a computer, tablet, mobile phone, and many more. This is helpful in that it reduces costs, and employees can work from anywhere in the world, so long as they have a broadband internet connection."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:9
msgid "Odoo *VoIP* is SIP (Session Initiation Protocol) compatible, which means it can be used with *any* :abbr:`SIP (Session Initiation Protocol)` compatible application."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:12
msgid "This document covers the process of setting up Odoo *VoIP* across different devices and integrations."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:15
msgid "Odoo is fully-integrated with all Odoo apps, allowing users to click into any app, and schedule a call as an activity in the chatter."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:19
msgid "For example, in the *CRM* app, a user can click into an opportunity, and click on :guilabel:`Activities` in the chatter."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:22
msgid "Next, they can choose :guilabel:`Call`, and under :guilabel:`Due Date`, they can select a date."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:24
msgid "Once they click :guilabel:`Save`, an activity shows up in the chatter."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:26
msgid "Should the :guilabel:`Due Date` be for today's date, the activity shows up in the :abbr:`VoIP (Voice over Internet Protocol)` widget."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:0
msgid "View of CRM leads and the option to schedule an activity for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:34
msgid "Odoo VoIP (laptop/desktop computer)"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:36
msgid "The Odoo *VoIP* (Voice over Internet Protocol) module and widget can be used from any browser on a laptop or desktop device. Simply click on the :guilabel:`☎️ (phone)` icon in the upper-right corner, while in the Odoo database, and the widget appears."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:41
msgid "To see how to use the :abbr:`VoIP (Voice over Internet Protocol)` widget on a desktop/laptop computer, check out this documentation: :doc:`voip_widget`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:45
msgid "Odoo VoIP (tablet/mobile device)"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:47
msgid "The Odoo *VoIP* app can be used on tablets and mobile phones, through the Odoo Android or Apple IOS applications. Additionally, a mobile web browser can be used to access the database."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:51
msgid "Odoo Android and Apple IOS applications are no longer being maintained by Odoo on the Android and Apple portals. This means Odoo support only handles limited scopes of Odoo Android or Apple IOS support tickets."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:56
msgid "While outgoing calls can be placed using Odoo on a mobile device, be aware that Odoo is **not** a full :abbr:`VoIP (Voice over Internet Protocol)` application, and does **not** ring on incoming calls. If the user needs to be reachable on a mobile device at all times, an app, like Zoiper, should be used. Apps like that stay connected in the background at all times."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:61
msgid "For more information, see this documentation: :ref:`voip/zoiper`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:63
msgid "While in the mobile application on a mobile device/tablet, access the Odoo *VoIP* widget, by tapping on the :guilabel:`☎️ (phone)` icon in the upper-right corner. The widget appears in the lower-left corner."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:67
msgid "When first making a call from the tablet using the mobile application, the user is prompted to :guilabel:`Allow` the database to use the microphone. Click :guilabel:`Allow` when prompted to continue with the call using the microphone."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:71
msgid "This step is **necessary**, whether using the mobile Odoo application or web browser."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Allow the database to access the microphone."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:77
msgid "Odoo then asks how to make the call. The two options are : :guilabel:`VOIP` or :guilabel:`Phone` (should the tablet be enabled for calling). Click the box next to :guilabel:`Remember ?` should this decision be the default moving forward."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Window prompt to choose whether to use VOIP or the devices phone to make the call."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:85
msgid "Here is the layout of what the Odoo *VoIP* app looks like on a mobile device:"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Layout of what the VoIP app looks like on the a mobile device."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:94
msgid "Zoiper Lite"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:96
msgid "*Zoiper Lite* is a free :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session Initiation Protocol)` dialer with voice and video."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:99
msgid "To start using the *Zoiper* app, download it to the device, via the `Zoiper download page <https://www.zoiper.com/en/voip-softphone/download/current>`_."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:102
msgid "A mobile device is the most common installation, and this document covers how to set up on the *Zoiper* IOS application. Screenshots and steps may differ depending on the set up conditions."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:105
msgid "After installing the *Zoiper* application on the mobile phone, open the application, and tap on :guilabel:`Settings`. Navigate to :menuselection:`Accounts`, and tap on the :guilabel:`+ (plus)` icon to add an account."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:109
msgid "If the :abbr:`VoIP (Voice over Internet Protocol)` account is already set up, then click :guilabel:`Yes`. This means an account username and password has already been produced."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Zoiper account setup, shown in the view from a mobile device."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:116
msgid "Next, tap on :guilabel:`Select a provider`. On the screen that populates, tap :guilabel:`Country`, in the upper-right corner, to narrow the providers down to a specific country. Choose the country for the provider that is being configured, then find the :guilabel:`Provider`, and select it."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:121
msgid "If the provider being configured is *Axivox*, then select :guilabel:`Belgium`. Then, choose :guilabel:`Axivox` as the provider."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Zoiper account setup, choosing the provider."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:128
msgid "Under :abbr:`SIP (Session Initiation Protocol)` options, enter the :guilabel:`Account name`, :guilabel:`Domain`, :guilabel:`Username`, and :guilabel:`Password`. All this information varies, based on the account."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:133
msgid "To access this information, via the *Axivox* portal, navigate to :menuselection:`Users --> Choose user --> Edit --> SIP Identifiers tab`. The :guilabel:`SIP username`, :guilabel:`Domain`, :guilabel:`SIP password`, and :guilabel:`Address of the proxy server` are all present in this tab."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:141
msgid "Zoiper Field"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:142
msgid "Axivox Field"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:143
msgid "Account name"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:144
msgid "*Can be anything*"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:145
#: ../../content/applications/productivity/voip/devices_integrations.rst:146
msgid "Domain"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:147
msgid "Username"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:148
msgid "SIP username"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:149
msgid "Password"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:150
msgid "SIP password"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:152
msgid "Once this account information is entered, click the green :guilabel:`Register` button at the top of the screen. Once the registration information is checked, *Zoiper* populates a message, stating :guilabel:`Registration Status: OK`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:156
msgid "At this point, *Zoiper* is now set up to make phone calls using the :abbr:`VoIP (Voice over Internet Protocol)` service."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Zoiper account setup, registration successful."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:164
msgid "Linphone"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:166
msgid "*Linphone* is an open-source :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session Initiation Protocol)` softphone, used for voice, video, messaging (group and individual), as well as conference calls."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:170
msgid "To start using the *Linphone* app, download it to the device, via the `Linphone download page <https://new.linphone.org/technical-corner/linphone?qt-technical_corner=2#qt-technical_corner>`_."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:173
msgid "A mobile device is the most common installation, and this document covers how to set up the *Linphone* IOS application. Screenshots and steps may differ depending on the circumstances."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:176
msgid "To begin configuring *Linphone* for use with a :abbr:`SIP (Session Initiation Protocol)` provider, first open *Linphone*, and an assistant screen appears."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:179
msgid "From this screen, select :guilabel:`Use SIP Account`. Then, on the following screen, enter the :guilabel:`Username`, :guilabel:`Password`, :guilabel:`Domain`, and :guilabel:`Display Name`. Once complete, press :guilabel:`Login`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:183
msgid "At this point, *Linphone* is ready to start making calls, once there is a green button at the top of the application screen that reads, :guilabel:`Connected`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Linphone account setup, registration successful."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:191
msgid "*Linphone* makes a variety of applications for mobile and desktop devices in operating systems, such as Windows, Linux, Apple, and Android. Because *Linphone* is an open-source project, many new updates are released on a regular basis."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:195
msgid "See `Linphone's wiki-documentation page <https://wiki.linphone.org/xwiki/wiki/public/view/Linphone/>`_."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:3
msgid "Use VoIP services in Odoo with OnSIP"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:6
msgid "OnSIP :abbr:`VoIP (voice over internet protocol)` services are only available in the **United States** (US). OnSIP :abbr:`VoIP (voice over internet protocol)` services are widely available in the lower-48, contiguous United States. In Alaska or Hawaii, charges for service can be higher."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:10
msgid "Additionally, a :abbr:`US (United States)` billing address, and :abbr:`US (United States)` credit card are required to use the service."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:13
msgid "Before setting up an account with OnSIP, the business will need to make sure the business telephone numbers are portable to OnSIP."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:16
msgid "OnSIP makes every attempt to work with all telephone service providers. However, certain local or regional guidelines may preclude the company's current provider from releasing the number."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:22
msgid "Odoo *VoIP* can be set up to work together with `OnSIP (Odoo Landing Page) <https://info.onsip.com/odoo/>`_. OnSIP is a VoIP provider. An account is needed with OnSIP in order to use this service."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:26
msgid "Before setting up an account with OnSIP, make sure the company's home area, and the areas that will be called, are covered by OnSIP services."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:29
msgid "After opening an OnSIP account, follow the configuration procedure below to configure it on an Odoo database."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:35
msgid "To configure the Odoo database to connect to OnSIP services, first navigate to the :menuselection:`Apps application` from the main Odoo dashboard. Then, remove the default `Apps` filter from the :guilabel:`Search...` bar, and search for `OnSIP`."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:39
msgid "Next, activate the :guilabel:`VOIP OnSIP` module."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "View of OnSIP app in the app search results."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:46
msgid "Odoo VoIP setting"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:48
msgid "After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings app`, scroll down to the :guilabel:`Integrations` section, and locate the :guilabel:`VoIP` fields. Then, proceed to fill in those three fields with the following information:"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:52
msgid ":guilabel:`OnSIP Domain`: the domain that was assigned when creating an account on `OnSIP <https://www.onsip.com/>`_."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:54
msgid ":guilabel:`WebSocket`: `wss://edge.sip.onsip.com`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:55
msgid ":guilabel:`VoIP Environment`: :guilabel:`Production`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "VoIP configuration settings in Odoo Settings app."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:62
msgid "To access the OnSIP domain, navigate to `OnSIP <https://www.onsip.com/>`_ and log in. Then, click the :guilabel:`Administrators` link in the top-right of the page."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:65
msgid "Next, in the left menu, click :guilabel:`Users`, and then select any user. By default, the selected user opens on the :guilabel:`User Info` tab."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:68
msgid "Click on the :guilabel:`Phone Settings` tab to reveal OnSIP configuration credentials (first column)."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:0
msgid "Domain setting revealed (highlighted) on administrative panel of OnSIP management\n"
"console."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:77
msgid "Odoo user setting"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:79
msgid "Next, the user needs to be set up in Odoo. Every user associated with an OnSIP user **must** also be configured in the Odoo user's settings/preferences."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:82
msgid "To do that, navigate to :menuselection:`Settings app --> Manage Users --> Select the User`."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:84
msgid "On the user form, click :guilabel:`Edit` to configure the user's OnSIP account. Then, click the :guilabel:`Preferences` tab, and scroll to the :guilabel:`VoIP Configuration` section."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:87
msgid "In this section, fill in the fields with OnSIP credentials."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:89
msgid "Fill in the following fields with the associated credentials listed below:"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:91
msgid ":guilabel:`Voip Username` = OnSIP :guilabel:`Username`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:92
msgid ":guilabel:`OnSIP Auth Username` = OnSIP :guilabel:`Auth Username`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:93
msgid ":guilabel:`VoIP Secret` = OnSIP :guilabel:`SIP Password`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:96
msgid "The OnSIP extension can be found in the *User* banner line above the tabs."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:98
msgid "When these steps are complete, navigate away from the user form in Odoo to save the configurations."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:100
msgid "Once saved, Odoo users can make phone calls by clicking the :guilabel:`☎️ (phone)` icon in the top-right corner of Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:104
msgid "Additional setup and troubleshooting steps can be found on `OnSIP's knowledge base <https://support.onsip.com/hc/en-us>`_."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:108
msgid "Incoming calls"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:110
msgid "The Odoo database also receives incoming calls that produce pop-up windows in Odoo. When those call pop-up windows appear, click the green :guilabel:`📞 (phone)` icon to answer the call."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:113
msgid "To ignore the call, click the red :guilabel:`📞 (phone)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "Incoming call shown in the Odoo VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:121
msgid ":doc:`voip_widget`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:124
#: ../../content/applications/productivity/voip/voip_widget.rst:32
msgid "Troubleshooting"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:127
msgid "Missing parameters"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:129
msgid "If a *Missing Parameters* message appears in the Odoo widget, make sure to refresh the Odoo browser window (or tab), and try again."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "Missing parameter message in the Odoo VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:137
msgid "Incorrect number"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:139
msgid "If an *Incorrect Number* message appears in the Odoo widget, make sure to use the international format for the number. This means leading with the international country code."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:146
msgid "For example, `16505555555` (where `1` is the international prefix for the United States)."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "Incorrect number message populated in the Odoo VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:157
msgid "OnSIP on mobile phone"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:159
msgid "In order to make and receive phone calls when the user is not in front of Odoo on their computer, a softphone app on a mobile phone can be used in parallel with Odoo *VoIP*."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:162
msgid "This is useful for convenient, on-the-go calls, and to make sure incoming calls are heard. Any SIP softphone will work."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:166
msgid ":doc:`devices_integrations`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:167
msgid "`OnSIP App Download <https://www.onsip.com/app/download>`_"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:3
msgid "Make, receive, transfer, and forward calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:5
msgid "Calling prospective clients, customers, or colleagues is an essential part of any business. A company also needs to be available when customers call, in order to build trust and make connections."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:9
msgid "This document covers how to make, receive, transfer, and forward calls with Odoo *VoIP*."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:12
msgid "Make calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:14
msgid "Starting on the Odoo dashboard, a call can be made by opening the phone widget in the the upper-right corner, which is represented by a :guilabel:`☎️ (phone)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:17
msgid "Then, a user can click on the :guilabel:`Contacts` tab, and click into any contact in the database to make a call."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:20
msgid "Additionally, one can also use the :guilabel:`Search bar` in the :guilabel:`VOIP` pop-up window to find any desired contact."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "Using the VoIP phone widget to make calls."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:27
msgid "To manually make a call, click the :guilabel:`⌨️ (keyboard)` icon, and proceed to manually key in the desired number. Do not forget to lead with the :guilabel:`+ (plus)` icon, followed by the international country code."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:32
msgid "For the United States of America, the country code and :guilabel:`+ (plus)` icon, would look like this: `+1`. If one were to dial Belgium, the number would be prefixed by `+32`, and for Great Britain it would be `+44`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:36
msgid "After entering the full number, with the required :guilabel:`+ (plus)` icon prefix and country code, click the green :guilabel:`📞 (phone)` icon to start the call. When finished, click the red :guilabel:`📞 (phone)` icon to end the call."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:45
msgid "Receive calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:47
msgid "An incoming call automatically opens the *VoIP* widget, when a user is using the Odoo database. Should the database be open in another tab, a sound plays (the sound **must** be activated on the device)."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:51
msgid "Once back to the tab, the calling screen of the *VoIP* phone widget appears."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:53
msgid "Click the green :guilabel:`📞 (phone)` icon to pick up the call, or the red :guilabel:`📞 (phone)` icon to reject the call."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "Incoming call on the VoIP widget, with the call answer and call reject buttons highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:61
msgid "Add to call queue"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:63
msgid "All the contacts and customers that need to be called can be seen in one place with the Odoo *VoIP* phone widget, under the :guilabel:`Next activities` tab."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "VoIP widget with next activities highlighted, showing tasks below."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:70
msgid "To add a call to the :guilabel:`Next activities` tab, click the green :guilabel:`📞 (phone)` icon, while in kanban view of the *CRM* application."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:73
msgid "To remove them from the call queue, hover over the opportunity that has a call scheduled, and click the red :guilabel:`📞 (phone)` icon that appears with the :guilabel:`- (minus)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:76
msgid "When navigating back to the *VoIP* phone widget, **only** the calls that are scheduled immediately for that day appear in the queue under the :guilabel:`Next Activities` tab of the *VoIP* pop-up widget."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "Adding a call to the next activities tab in the VoIP phone widget."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:84
msgid "The :guilabel:`Next Activities` tab of the *VoIP* phone widget is integrated with the following Odoo apps: *CRM*, *Project*, and *Helpdesk*."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:87
msgid "A call can be added in the chatter of records within those applications."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:89
msgid "To manually add a call, via the chatter, click :guilabel:`Activities` (next to the :guilabel:`🕗 (clock)` icon). Under :guilabel:`Activity Type`, select :guilabel:`Call` from the drop-down menu that appears."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:93
msgid "Next, set a :guilabel:`Due Date`, and add a :guilabel:`Summary`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:95
msgid "Lastly, change the :guilabel:`Assigned to` field to the person that should make the call. Whomever is set in this last field (:guilabel:`Assigned to`) has this call show up in their :guilabel:`Next Activities` call queue in the Odoo *VoIP* phone widget."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:100
msgid "Only calls for the immediate day (today's date) appear in the :guilabel:`Next Activities` tab of the *VoIP* phone widget for that specific user."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:103
msgid "If specified, click :guilabel:`Save` or :guilabel:`Open Calendar` to complete the scheduling of the call."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:107
msgid "Transfer calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:109
msgid "A call can be transferred from one user to another in the Odoo *VoIP* phone widget. However, this can **only** occur after speaking to the caller first. Without picking up the call in the Odoo *VoIP* phone widget, the only way to transfer a call is automatically though the provider console/portal."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:115
msgid "For more information on transfers, visit :ref:`voip/axivox/forwardings_tab`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:117
msgid "To transfer a call within the Odoo *VoIP* phone widget, first, answer the call using the green :guilabel:`📞 (phone)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:120
msgid "Once the incoming call is answered, click the :guilabel:`↔ (left-right arrow)` icon. Then, enter the extension of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route the call to that phone number."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:125
msgid "To find the extension for a user, consult the :abbr:`VoIP (Voice over Internet Protocol)` administrator, or, if the user has *Settings* access rights to *Administration*, navigate to :menuselection:`Settings App --> Manage Users --> Select the user --> Preferences --> VOIP --> VoIP username / Extension number`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:130
msgid "For more information on access rights, visit: :doc:`/applications/general/users/access_rights`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "Transferring a call within the phone widget, with the transfer buttons highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:137
msgid "Forward calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:139
msgid "To forward a call within the Odoo *VoIP* phone widget, first, answer the call using the green :guilabel:`📞 (phone)` icon. Once the incoming call is answered, click the :guilabel:`↔ (left-right arrow)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:143
msgid "Then, enter the full phone number of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route the call to that phone number."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:147
msgid "For more information on forwarding, visit :ref:`voip/axivox/forwardings_tab`."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:3
msgid "VoIP widget"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:5
msgid "The *VoIP* widget is an add-on made available to Odoo users through the *VoIP* module. It is used to incorporate virtual telephony into the database. The widget is the control center for making and managing calls in Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:10
msgid "Phone calls"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:12
msgid "To make phone calls while in the Odoo database, click the :guilabel:`☎️ (phone)` icon, located in the top navigation bar."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:15
msgid "When clicked, a :guilabel:`VOIP` pop-up widget appears in the lower-left corner of the Odoo database. The widget allows users to freely navigate throughout the database, while making and receiving calls."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:19
msgid "When receiving calls in Odoo, the :guilabel:`VOIP` widget rings,and displays a notification. To close the widget, click the :guilabel:`X (close)` icon in the upper-right of the widget's screen."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:23
msgid "The :abbr:`VoIP (Voice over Internet Protocol)` number is the one provided by Axivox. It can be accessed by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Outgoing number` (column)."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:-1
msgid "VoIP call in Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:35
msgid "If a *Missing Parameter* error message appears in the Odoo *VoIP* widget, refresh the Odoo window, and try again."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:0
msgid "\"Missing Parameter\" error message in the Odoo softphone."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:43
msgid "If an *Incorrect Number* error message appears in the Odoo *VoIP* widget, make sure to use the international format, leading with the :guilabel:`+ (plus)` sign, followed by the international country code."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:47
msgid "(E.g., +16506913277, where `+1` is the international prefix for the United States.)"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:0
msgid "\"Incorrect Number\" error message in the Odoo softphone."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:54
msgid "Tabs"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:56
msgid "In all, there are three tabs (:guilabel:`Recent`, :guilabel:`Next Activities`, and :guilabel:`Contacts`) present in the *VoIP* widget, which are used for managing calls and day-to-day activities in Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:61
msgid "Recent"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:63
msgid "Under the :guilabel:`Recent` tab of the *VoIP* widget, the call history for the user is available. This includes incoming and outgoing calls. Any number can be clicked to begin a call."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:67
msgid "Next activities"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:69
msgid "Under the :guilabel:`Next Activities` tab of the *VoIP* widget, a user can see any activities assigned to them, and which ones are due to be completed for the day."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:72
msgid "Click an activity from this tab to perform any actions including: Sending an email, accessing their contact, scheduling another activity, or accessing a linked record (such as a Sales Order, Lead/Opportunity, or Project Task)."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:76
msgid "The user can also mark the activity as complete, edit the details of the activity, or cancel it."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:78
msgid "To call the customer related to a scheduled activity, click the :guilabel:`📞 (phone)` icon, or click the :guilabel:`⌨️ (keyboard)` icon to dial another number for the customer."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:-1
msgid "Activity control center on the VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:85
msgid "Some other icons appear in the *VoIP* widget, categorized by two sections: :guilabel:`Document` and :guilabel:`Activity`."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:88
msgid "Under the :guilabel:`Document` section, from right to left:"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:90
msgid ":guilabel:`✉️ (envelope)` icon: sends an email"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:91
msgid ":guilabel:`👤 (person icon)` icon: redirects to the contact card"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:92
msgid ":guilabel:`📄 (document)` icon: redirects to the attached record in Odoo"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:93
msgid ":guilabel:`🕓 (clock)` icon: schedule an activity"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:95
msgid "Under the :guilabel:`Activity` section, from left to right:"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:97
msgid ":guilabel:`✔️ (checkmark)` icon: mark activity as done"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:98
msgid ":guilabel:`✏️ (pencil)` icon: edit the activity"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:99
msgid ":guilabel:`✖️ (cancel)` icon: cancel the activity"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:102
msgid "Contacts"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:104
msgid "Under the :guilabel:`Contacts` tab of the *VoIP* widget, a user can access a contact in the *Contacts* app."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:107
msgid "Any contact can easily be called by clicking into the contact from the *VoIP* widget's :guilabel:`Contacts` tab."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:110
msgid "A search feature is also available in the upper-right side of the widget, represented by a :guilabel:`🔍 (magnifying glass)` icon."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:5
msgid "**WhatsApp** is an instant messaging and voice-over-IP app that allows users to send messages, make calls, and share content. Businesses can use `WhatsApp Business <https://developers.facebook.com/products/whatsapp/>`_ to communicate with their customers by text, send documents and provide support."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:11
msgid "WhatsApp is an Odoo Enterprise-only application that does not work in Odoo Community edition. To sign up for Odoo Enterprise edition, click here: `Odoo Free Trial <https://www.odoo.com/trial>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:15
msgid "For more information on migrating from Odoo Community version to Odoo Enterprise version see this documentation: :doc:`/administration/on_premise/community_to_enterprise`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:18
msgid "With the **Odoo WhatsApp** app, a company can connect a WhatsApp Business Account (WABA) to an Odoo database, which allows for the following:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:21
msgid "Receive and reply to WhatsApp messages directly from an Odoo database"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:22
msgid "Create new templates with dynamic placeholders/variables"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:23
msgid "Send pre-approved templates that use dynamic variables, such as:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:25
msgid "Quotations from the Sales app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:26
msgid "Receipts and invoices from the Point of Sale app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:27
msgid "Tickets from the Events app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:30
msgid "`Meta Business: create message templates for the WhatsApp Business account <https://www.facebook.com/business/help/2055875911147364>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:32
msgid "`Meta Business: connect a phone number to the WhatsApp Business account <https://www.facebook.com/business/help/456220311516626>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:34
msgid "`Meta Business: change the WhatsApp Business display name <https://www.facebook.com/business/help/378834799515077>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:37
msgid "WhatsApp is a messaging service operated by Meta, which is the parent company of Facebook. WhatsApp is commonly used as a communication tool in many countries and by many businesses. This documentation will cover the integration of a WhatsApp Business Account with Odoo. The company's Meta account is configured in Odoo via an :abbr:`API (Application Programming Interface)` connection."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:43
msgid "The WhatsApp connector supports two flows: company initiated, and customer initiated. A company can initiate a discussion by sending a template to one or more people. Once the template is sent, the recipient can answer in order to trigger a discussion between the sender and the receiver (a *Discuss* chat window will pop up if the customer answers within 15 days)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:48
msgid "If the discussion is initiated by the client (e.g. by sending to the company's public WhatsApp number), then Odoo will open a group chat with all operators responsible for this WhatsApp channel."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:52
msgid "It is recommended to set up multiple WhatsApp accounts for different departments. For example, the help desk team and sales teams can chat on different channels."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:56
msgid "WhatsApp configuration in a Meta"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:58
msgid "A WhatsApp integration with Odoo uses a standard :abbr:`API (Application Programming Interface)` connection, and is configured on Meta in the following steps:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:61
msgid "Create a Meta business account"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:62
msgid "Create a Meta developer account"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:63
msgid "Setup an *app* and WhatsApp *product* on Meta's developer console"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:64
msgid "Test the API connection."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:66
msgid "Once connected, messages are then sent and received through Odoo's *Discuss* application using the WhatsApp :abbr:`API (Application Programming Interface)`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:70
msgid "Meta business account setup"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:72
msgid "To create a Business account with Meta (owner of Facebook) navigate to: `Facebook Business Manager <https://business.facebook.com/overview>`_. Begin by clicking :guilabel:`Create account` and then enter the business name, the administrator's name, and a work email address. Then click :guilabel:`Next`, and a pop-up window will appear prompting to confirm the email address. After confirming, click :guilabel:`Done` to close the window."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:78
msgid "Next, follow the instructions in the email sent by Facebook to confirm the creation of the business account and to complete the setup process."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:82
msgid "`Set up a Meta business account <https://www.facebook.com/business/help/1710077379203657?id=180505742745347>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:86
msgid "If the business account is linked to a personal Facebook account then the administrator must toggle between the personal account to the business account for the remainder of the configuration."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:90
msgid "To toggle to the business account navigate to the `Facebook Developer Console <https://developers.facebook.com>`_ and click on the *account name* in the upper right corner. Under the :guilabel:`Business Accounts` heading, click on the desired business that the WhatsApp configuration should take place in. This will be the account for which Odoo will send and receive WhatsApp messages."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:0
msgid "Toggle between Meta personal and business accounts."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:101
msgid "In order to create a Meta business account, the user must already have a personal Facebook account that has existed for a minimum of one hour prior to setting up the Facebook Business account. Trying to create the business account prior to this time will result in an error."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:106
msgid "App creation"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:108
msgid "On the `Meta for Developers <https://developers.facebook.com>`_ dashboard, sign in with the Meta developer account. If no account is configured yet, link a Facebook account to create a Meta developer account."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:113
msgid "A Facebook *developer* account is different than a Facebook *business* account. While developer accounts are made up of personal Facebook accounts, business accounts are **not** as they represent a business and manage all of the business's assets in Meta, such as apps."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:118
msgid "`Set up the WhatsApp Business Platform <https://www.facebookblueprint.com/student/collection/409587/path/360218>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:121
msgid "Click on :guilabel:`My Apps` in the top right corner after successfully signing in to the Meta developer account. This will redirect the administrator to all the apps the developer has configured in this specific developer account. Click on :guilabel:`Create App` to begin the process of configuring a new Meta application."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:127
msgid "App type"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:129
msgid "On the :menuselection:`Create an app` page, select :guilabel:`Other` under the section labeled, :guilabel:`Looking for something else?`, and then click :guilabel:`Next` to be directed to another page in order to select the app type. Then, click on the first option listed under the :guilabel:`Select an app type` label, titled :guilabel:`Business`. This selection allows for the creation and management of the WhatsApp :abbr:`API (Application Programming Interface)`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:135
msgid "Now, click :guilabel:`Next` to configure the app, as desired. When the app *type* has been configured, the administrator will move onto the app *details* section."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:139
msgid "App details"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:141
msgid "On the :guilabel:`Details` section of the :guilabel:`Create an app` process, enter `Odoo` in the field under the :guilabel:`Add an app name` label."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:145
msgid "The app name can be changed at a later time in the settings, if necessary."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:148
msgid "Trademarks and branded elements may not be used in this text section. These include the Meta group of companies. Do not include the word: `WhatsApp` or the system will flag this in error."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:151
msgid "Next, enter the developer email address in the field under the :guilabel:`App contact email` label."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:153
msgid "Lastly, set the :guilabel:`Business Account - Optional` field to the Meta business account profile, using the drop-down menu. To finish, click :guilabel:`Create app`. This action will create the app and prompts the *Meta Platform Terms* and *Developer Policies* agreements."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:157
msgid "To accept the agreements, enter the Facebook password for security purposes, and click :guilabel:`Submit` to finalize the app creation. The browser will then direct to the :guilabel:`Meta for Developers` dashboard."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:162
msgid "If the Meta business account is prohibited from advertising, claiming an app won't be allowed. To resolve this issue navigate to `<https://business.facebook.com/business>`_ for assistance."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:165
msgid "For more information, see `Meta's documentation on advertising restrictions <https://www.facebook.com/business/help/975570072950669>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:169
msgid "Add a WhatsApp product to the app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:171
msgid "Now that the basic structure of the app has been created, a product will need to be added to the app. Begin by accessing the Meta app dashboard by navigating to `<https://developers.facebook.com/apps>`_, and clicking on the app that is being configured."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:175
msgid "On the next page: since WhatsApp will be used, click :guilabel:`Set up` next to the box containing WhatsApp, located towards the bottom of the page."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:179
msgid "`Meta's WhatsApp developer documentation <https://developers.facebook.com/docs/whatsapp/>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:181
msgid "The page then directs to the configuration page for the :guilabel:`WhatsApp Business Platform API`. Use the drop-down menu to select the Meta business to be configured for the :guilabel:`Select a Meta Business Account` option, and then click :guilabel:`Continue` to confirm the selection."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:186
msgid "When :guilabel:`Continue` is clicked, the administrator agrees to Meta's terms and conditions as linked on the :guilabel:`Meta App Dashboard`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:190
msgid "Once the WhatsApp product is added to the app, Meta will provide a WhatsApp test phone number with 5 test messages."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:194
msgid "Start using the WhatsApp API"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:196
msgid "After finishing the previous WhatsApp product wizard, and clicking :guilabel:`Continue`, the browser should have directed to the WhatsApp :guilabel:`Quickstart` page; this :guilabel:`Quickstart` page is where to begin configuring the WhatsApp API by adding a phone number and then sending an initial test message."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Navigating to the WhatsApp quickstart wizard in Meta for Developer dashboard."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:206
msgid "If the browser isn't on the :guilabel:`Quickstart` page for WhatsApp, navigate to `<https://developers.facebook.com/apps>`_ and click on the app that is being configured, (the app name is `Odoo` if the instructions above were followed)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:210
msgid "Then, in the menu on the left-hand side of the page, click the :guilabel:`v (menu toggle)` icon next to the :guilabel:`WhatsApp` section heading. A small menu will open, containing the following options:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:214
msgid ":guilabel:`Quickstart`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:215
msgid ":guilabel:`API Setup`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:216
msgid ":guilabel:`Configuration`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:218
msgid "Click the :guilabel:`Quickstart` option, and then click :guilabel:`Start using the API`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:221
msgid "API Setup"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:223
msgid "After clicking on :guilabel:`Start using the API`, the page navigates to the :guilabel:`API Setup`. Now that the test number has been created, a test message can be sent to confirm that WhatsApp is working properly. To begin, navigate to the section on the page labeled :guilabel:`Send and receive messages` and click the drop-down menu next to :guilabel:`To`, under :guilabel:`Step 1 Select phone numbers`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:229
msgid "Now, select the only option available: :guilabel:`Manage phone number list`. Follow the steps and add up to five numbers to send the free test messages to. After entering the appropriate country code and phone number, click on :guilabel:`Next`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:234
msgid "Adding a phone number to send to in this step will allow for a successful test to be sent by the terminal. This is critical to ensure the WhatsApp :abbr:`API (Application Programming Interface)` is working."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:238
msgid "A verification code from WhatsApp Business is then sent to the phone number, which needs to be input on the next screen to verify ownership of the number. Enter the verification code and click :guilabel:`Next` to verify the number."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:243
msgid "Send a test message via terminal"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:245
msgid "Next, send a test message via the terminal. Under the section labeled :guilabel:`Step 2 Send messages with the API`, click :guilabel:`Send Message`. A test message will then be sent to the phone number that was set in the previous section."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:249
msgid "Upon successfully receiving the message to the number, move onto the next section to produce and configure webhooks."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:255
msgid "WhatsApp configuration in Odoo"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:257
msgid "The next steps configured in this section are all within the Odoo database. A few different values for a token, phone number, and account IDs all need to be configured in Odoo; these values are necessary in order to create a :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`, which are then used to configure the webhooks (in order to receive messages back into the database)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:262
msgid "In Odoo, navigate to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`. Then click :guilabel:`New` to configure the WhatsApp business account in Odoo."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:265
msgid "In another browser tab, navigate to :menuselection:`https://developers.facebook.com --> My Apps --> WhatsApp --> API Configuration`, and then copy the following values from the Meta developer console into the corresponding fields in Odoo:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:274
msgid "Meta Console"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:275
msgid "Odoo Interface"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:276
msgid "Phone"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:277
msgid ":guilabel:`Phone number ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:278
msgid ":guilabel:`Phone Number ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:279
msgid "Token"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:280
msgid ":guilabel:`Temporary access token`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:281
msgid ":guilabel:`Access Token`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:282
msgid "App ID"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:283
#: ../../content/applications/productivity/whatsapp.rst:284
msgid ":guilabel:`App ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:285
msgid "Account ID"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:286
msgid ":guilabel:`WhatsApp Business Account ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:287
msgid ":guilabel:`Account ID`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:289
msgid "To retrieve the :guilabel:`App Secret`, navigate to the Meta developer console, `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then in the left-side menu, under :guilabel:`App settings`, select :guilabel:`Basic`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:293
msgid "Next, click :guilabel:`Show` next to the field :guilabel:`App secret`, and enter the account password to verify ownership. Copy the :guilabel:`App secret` and then paste that copied value into the :guilabel:`App Secret` field on the Odoo :guilabel:`WhatsApp Business Account` configuration dashboard."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:298
msgid "To complete the setup of the WhatsApp business account in Odoo, click :guilabel:`Test Connection`. A successful message in green will populate in the upper-right corner of the dashboard if the configuration is set correctly."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:303
msgid "Configuring webhooks"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:305
msgid "To configure the webhooks for WhatsApp in Odoo, navigate to `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Next under the :guilabel:`WhatsApp` menu heading on the left side of the screen, click on the :guilabel:`API Setup` menu item. Finally go to the section marked :guilabel:`Step 3: Configure webhooks to receive messages` and click on :guilabel:`Configure webhooks`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:312
msgid "Another way to configure *Webhooks* is to navigate to `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then select :guilabel:`Webhooks` in the left hand menu."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:0
msgid "Manually navigating to the Whatsapp webhooks configuration."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:320
msgid "On the :menuselection:`Webhook configuration` page, click on :guilabel:`Edit`, where both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` values from the Odoo will be added."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:324
msgid "Both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` values were automatically populated after clicking on :guilabel:`Test Connection` in the previous step."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:327
msgid "In a separate browser window, retrieve the necessary values in Odoo by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts` and select the account that is being configured. Locate the values under the section labeled :guilabel:`Receiving Messages`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:332
msgid "Copy and paste the :guilabel:`Callback URL` from Odoo into the :guilabel:`Callback URL` field in Meta. Similarly, copy and paste the :guilabel:`Webhook Verify Token` into the :guilabel:`Verify Token` field on the Meta developer console, as well."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:336
msgid "Finally, click :guilabel:`Verify and save` to record the values in the Meta developer console."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:339
msgid "Webhook fields"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:341
msgid "Now input individual webhook fields into Meta's developer console, under the :guilabel:`Webhook fields` section. Click :guilabel:`Manage` and when the pop-up window appears, check the boxes in the :guilabel:`Subscribe` column for the following *field names*:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:345
msgid "account_update"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:346
msgid "message_template_quality_update"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:347
msgid "message_template_status_update"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:348
msgid "messages"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:349
msgid "template_category_update"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:351
msgid "After making the selections, click :guilabel:`Done`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:353
msgid "The finished :guilabel:`Webhooks` configuration will appear like this in the Meta developer console:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "WhatsApp webhooks set in the Meta developer console."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:360
msgid "The :guilabel:`Webhook fields` will only appear once the subscription is confirmed using the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:364
msgid "`Meta's WhatsApp documentation on setting webhooks <https://developers.facebook.com/docs/whatsapp/cloud-api/guides/set-up-webhooks>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:368
msgid "Add phone number"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:370
msgid "To configure the phone number to use for WhatsApp in Odoo, navigate back to the Meta developer console (`<https://developers.facebook.com/apps>`_) and again select the app that Odoo is being configured in. Under the :guilabel:`WhatsApp` menu heading on the left side of the screen, click on the :guilabel:`API Setup` menu item. From there, go to the section marked: :guilabel:`Step 5: Add a phone number`, and click on :guilabel:`Add phone number`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:376
msgid "In the fields, enter a :guilabel:`Business name` as well as a :guilabel:`Business website or profile page`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:380
msgid "The :guilabel:`Business website or profile page` field can be a social media page's :abbr:`URL (Uniform Resource Locator)`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:383
msgid "Complete filling out the business information by next selecting the country that the company does business in from the drop-down menu in the :guilabel:`Country` section. Add an address if desired, however, this information is optional. After adding the location, click :guilabel:`Next` to continue."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:388
msgid "The following page contains information for the :guilabel:`WhatsApp Business profile`. Complete the following sections, accordingly:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:391
msgid ":guilabel:`WhatsApp Business Profile Display Name`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:392
msgid ":guilabel:`Timezone`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:393
msgid ":guilabel:`Category`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:394
msgid ":guilabel:`Business description` (optional)"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:396
msgid "Once these sections are complete, click :guilabel:`Next`. The page refreshes and then prompts the administrator to :guilabel:`Add a phone number for WhatsApp` in the respective field. Here, enter the phone number to configure in WhatsApp."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:401
msgid "`Migrate an Existing WhatsApp Number to a Business Account <https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/migrate-existing-whatsapp- number-to-a-business-account>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:405
msgid "Next, choose a verification method for the phone number. Select either :guilabel:`Text message` or :guilabel:`Phone call`, and then click :guilabel:`Next` proceed."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:408
msgid "The phone number entered will receive either a text or a phone call by WhatsApp with a code, depending on the verification method chosen. Enter that verification code into the :guilabel:`Verification code` field and click :guilabel:`Next` to finish."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:413
msgid "If a payment method hasn't been added this will be necessary to proceed. `Visit Meta's documentation on how to add a payment method in Meta's Business Manager <https://www.facebook.com/business/help/915454841921082?id=180505742745347>`_. This is part of Meta's fraud detection system, in order to ensure that the account/company are real a payment method is required to proceed."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:420
msgid "`Meta for Developers: Add a Phone Number <https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/add-a-phone-number>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:426
msgid "Permanent token"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:428
msgid "After configuration and testing are complete, a permanent token should be created to replace the :guilabel:`Temporary token`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:432
msgid "`Meta for Developers: System User Access Tokens <https://developers.facebook.com/docs/whatsapp/business-management-api/get-started#system-user- access-tokens>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:436
msgid "Begin by navigating to `<https://business.facebook.com/>`_ and then go to :menuselection:`Business settings --> User --> System Users`. Select an existing system user or create a new system user by clicking on :guilabel:`Add`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:440
msgid "Assets now must be added to the system user and then a permanent token can be generated."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:442
msgid "Click on :guilabel:`Add assets`, and when the pop-up window appears select :guilabel:`Apps` under the :guilabel:`Select asset type`. Then, select the Odoo app and toggle the permissions to *On* under the :guilabel:`Full control` option. Set this new permission setting by clicking :guilabel:`Save Changes`, to which a confirmation window will appear, acknowledging the addition of the asset to the system user. Finish by clicking :guilabel:`Done`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:448
msgid "Next, the permanent token will be generated. Click on :guilabel:`Generate new token`, and a pop-up window will appear asking which app this token should be generated for. Select the :guilabel:`App` that this token is for. Then determine the expiration date of either :guilabel:`60 days` or :guilabel:`Never`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:453
msgid "Finally, when Meta asks which permissions should the system user allow, add all of the following permissions:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:456
msgid "WhatsApp_business_messaging"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:457
msgid "WhatsApp_business_management"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:459
msgid "When permissions are set, click :guilabel:`Generate token`. Copy the token value that populates on the screen that follows."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:462
msgid "With that token value, update the :guilabel:`Access Token` field in the WhatsApp business account in Odoo by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:467
msgid "Go live with the Meta app"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:469
msgid "Finally, to launch the app, the Meta app must be set to :guilabel:`Live` in the Meta developer console. Navigate to `<https://developers.facebook.com/apps>`_ and click on the app that is being configured. In the top menu, toggle the :guilabel:`App Mode` field from :guilabel:`Development` to :guilabel:`Live`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:475
msgid "If the app status is not set to *live*, then the database will only be able to contact the test numbers specified in the developer console."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:479
msgid "A privacy policy URL must be set in order for the app to be set to live. Go to the Meta developer console, `<https://developers.facebook.com/apps>`_ and select the app that Odoo is being configured in. Then, using the menu on the left side of the screen, go to :menuselection:`App Settings --> Basic`. Then, enter the privacy policy hyperlink address under the :guilabel:`Privacy Policy URL` field of the form. Click :guilabel:`Save changes` to apply the privacy policy to the app."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:486
msgid "Once the app has gone live in the Meta developer console, a confirmation email is sent to the administrator."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:492
msgid "WhatsApp templates"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:494
msgid "WhatsApp templates are saved messages that are used repeatedly to send messages from the database. They allow users to send quality communications, without having to compose the same text repeatedly."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:497
msgid "Creating different templates that are tailored to specific situations lets users choose the right message for the right audience. This increases the quality of the message and the overall engagement rate with the customer."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:501
msgid "WhatsApp templates can be created on both the Odoo and Meta consoles. The following process will overview the process for creating templates in Odoo and then afterward in Meta."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:505
msgid "WhatsApp has an approval process that must be completed before the template can be used. :ref:`productivity/whatsapp/approval`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:511
msgid "Creating templates in Odoo"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:513
msgid "To access and create WhatsApp templates, begin by navigating to the :menuselection:`WhatsApp app --> Templates` dashboard."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:516
msgid "At the bottom of an individual template's form, there are three tabs: :guilabel:`Body`, :guilabel:`Buttons`, and :guilabel:`Variables`; these three tabs combined create the WhatsApp template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:520
msgid "The text is entered into the :guilabel:`Body` tab, and dynamic content that is called out in the :guilabel:`Body` tab is specified in the :guilabel:`Variables` tab. Every piece of dynamic content (e.g., placeholders) in the message (body) is specifically called out and specified in the :guilabel:`Variables` tab."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:525
msgid "Templates are prefabricated layouts that allow users to send professional looking messages to customers. These templates are capable of containing dynamic data that will populate in the end message using variables that are set in the template configuration. For example, messages can contain the end user's name, call out specific products, or reference a sales order, to name a few convenient and impactful variables."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:531
msgid "To create a WhatsApp template, go to the :menuselection:`WhatsApp app --> Templates` dashboard and click :guilabel:`New`. On the form, enter a :guilabel:`Name` for the template, and select a :guilabel:`Language`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:536
msgid "In order to complete this next task, administrator access rights are needed to edit the :guilabel:`Applies to` field. See this :doc:`access rights documentation <../general/users/access_rights>` for more information."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:540
msgid "In the :guilabel:`Account` drop-down menu, select the *WhatsApp business account* in Odoo that this template should link to. Next, under the :guilabel:`Applies to` field select the *model* the server action will apply to for this template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:545
msgid "These models can also be accessed in :ref:`developer mode <developer-mode>`. On a contact form (or similar relevant form in Odoo), navigate to the model that will be referenced, and hover over any field name. A box of backend information will reveal itself with the specific Odoo :guilabel:`Model` name in the backend. Search (using the front-end name) for this model in the :guilabel:`Applies to` drop-down menu in the WhatsApp template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:552
msgid "Often when changing the model or :guilabel:`Applies to` field, the :guilabel:`Phone Field` may produce an error The :guilabel:`Phone Field` should always be set to the `Phone` or `Mobile` model."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:556
msgid "To search available fields, type in the front-end name in the :guilabel:`Search...` box. This will find a result from all of the available fields for the model (:guilabel:`Applies to`) that the template is created for."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:561
msgid "In order to find specific fields, multiple levels may need to be navigated in the search results box. Use the :guilabel:`> (right chevron)` and :guilabel:`⬅️ (left arrow)` icons to navigate between the menu levels."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Searching for the phone field in the search bar."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:569
msgid "Change the :guilabel:`Category` to fit either a :guilabel:`Marketing`, :guilabel:`Utility`, or :guilabel:`Authentication` category. In most instances the first two options will be used, unless the user would like to send a password reset or something security related. Set to :guilabel:`Marketing` should there be anything promotional being sent and set to :guilabel:`Utility` should there be general transactional messages being sent (i.e., sales order, event ticket, etc)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:576
msgid "Specifying an incorrect category can cause a flag/rejected status from Meta during the approval process."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:579
msgid "Add any :guilabel:`Users` that are allowed to use this template. In the right-side column, a :guilabel:`Header type` can be configured along with a :guilabel:`Header message`, as well."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:582
msgid "The available :guilabel:`Header types` are as follows:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:585
msgid "Image"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:586
msgid "Video"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:587
msgid "Document"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:588
msgid "Location (variables need to be set)"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:590
msgid "Navigate to the :guilabel:`Body` tab to configure the main message of the template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:592
msgid "When all the necessary changes are made to the template, click on the :guilabel:`Submit for approval` button in the upper-left corner. This will cause the status of the template to change to :guilabel:`Pending`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:596
msgid "The status will remain in :guilabel:`Pending` until a decision has been made by Meta, whereby a confirmation email will then be sent indicating that the template has been approved (or rejected). The templates will then need to be synced from the Odoo database."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:600
msgid "See this section for more information on :ref:`syncing templates <productivity/whatsapp/sync>`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:603
msgid "There are pre-configured demo data templates available in Odoo to use or modify. These templates can be used as-is or modified to suit a specific business need."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:606
msgid "To use these templates, navigate to :menuselection:`WhatsApp app --> Templates` and select a pre-configured template. Click :guilabel:`Submit for Approval` to start the approval process. An email will be sent to the administrator of the Meta account when the template has been approved."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:611
msgid "Buttons"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:613
msgid "Buttons can be added into the message from the :guilabel:`Buttons` tab. Enter the :guilabel:`Type` (either :guilabel:`Visit Website`, :guilabel:`Call Number`, or :guilabel:`Quick Reply`), and then specify the :guilabel:`Button Text`, :guilabel:`Call Number` or :guilabel:`Website URL` (including :guilabel:`Url Type`), depending on the :guilabel:`Type` of button."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:619
msgid "Buttons can also be added on the Meta business console. See Meta's WhatsApp template dashboard by navigating to `<https://business.facebook.com/wa/manage/home>`_. Then go to :menuselection:`Account tools --> Message templates`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:624
msgid "Using placeholders and variables"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:626
msgid "Dynamic variables reference certain fields within the Odoo database to produce unique data in the WhatsApp message when using a template. Dynamic variables are encoded to display fields from within the database, referencing fields from within a model."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:631
msgid "Many companies like to customize their WhatsApp messages with a personalized piece of customer information to grab attention. This can be accomplished in Odoo by referencing a field within a model by setting a dynamic variable. For example, a customer's name can be referenced in the email from the :guilabel:`Customer` field on the :guilabel:`Sales Order` model."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "WhatsApp message with dynamic variables highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:640
msgid "Dynamic variables can be added in to the :guilabel:`Body` by adding :guilabel:`placeholders` in the *text*. To add a placeholder in the *message body* enter the following text `{{1}}`. For the second placeholder enter `{{2}}` and increase incrementally as more placeholders are added to the text."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:645
msgid "*The following is the text from payment receipt template body:*"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:647
msgid "Dear {{1}},"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:0
msgid "Here is your invoice *{{2}}* from *{{3}}* for a total of *{{4}}{{5}}*."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:0
msgid "To review your invoice or pay online: {{6}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:652
msgid "Thank you"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:655
msgid ":ref:`productivity/whatsapp/templates`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:657
msgid "These placeholders must be configured on the :guilabel:`Variables` tab of the template before submitting for approval from Meta. To edit the dynamic variables on a template, first change the :guilabel:`Type` to :guilabel:`Field of Model`. This allows Odoo to reference a field within a model to produce unique data in the message being sent."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:662
msgid "Next, edit the :guilabel:`Field` of the dynamic variables. The :guilabel:`Applies to` field in the template should be edited prior to ensure the correct model and field are referenced."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:665
msgid "To search the available fields, type in the front-end name of the field in the search box. This will find a result from all of the available fields for the model (:guilabel:`Applies to`) that the template is created for. There may be multiple levels that need to be configured."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:670
msgid "The following is an example of the variables set for the above placeholders in the payment receipt noted above:"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:678
msgid "Sample Value"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:679
msgid "Type"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:680
msgid "Field"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:681
msgid "body - {{1}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:682
msgid "Azure Interior"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:683
#: ../../content/applications/productivity/whatsapp.rst:687
#: ../../content/applications/productivity/whatsapp.rst:691
#: ../../content/applications/productivity/whatsapp.rst:695
#: ../../content/applications/productivity/whatsapp.rst:699
msgid "Field of Model"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:684
msgid "`Partner`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:685
msgid "body - {{2}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:686
msgid "INV/2022/00001"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:688
msgid "`Number`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:689
msgid "body - {{3}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:690
msgid "My Company"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:692
msgid "`Company`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:693
msgid "body - {{4}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:694
msgid "$"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:696
msgid "`Currency > Symbol`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:697
msgid "body - {{5}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:698
msgid "4000"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:700
msgid "`Amount`"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:701
msgid "body - {{6}}"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:702
msgid "\\https://.."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:703
msgid "Portal link"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:707
msgid "For example, in the :guilabel:`Body` tab, if the following is typed, \"Hello {{1}},\", then `{{1}}` must be set in the :guilabel:`Variables` tab. For this specific case, the message should greet the customer by name, so the `{{1}}` should be configured to populate the `{{1}}` :guilabel:`Field` with the :guilabel:`Customer` name."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:713
msgid "Customizing WhatsApp templates is out of the scope of Odoo Support."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:718
msgid "Meta template approval"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:720
msgid "After updating the dynamic variables on the template, the template needs to be submitted to Meta for approval again. Click :guilabel:`Submit for Approval` to start the approval process. An email will be sent to the administrator of the Meta account when the template has been approved."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:724
msgid "Following the approval from Meta, sync the templates again in the Odoo database. See this documentation: :ref:`productivity/whatsapp/sync`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:728
msgid "To see the status to Meta's WhatsApp template dashboard by navigating to `<https://business.facebook.com/wa/manage/home>`_. Then go to :menuselection:`Account tools --> Message templates`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:735
msgid "Syncing templates"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:737
msgid "Templates must be synced on the Odoo database once they are approved by the Meta team. To do so, begin by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts` and select the configuration that should be synced. Under the section marked :menuselection:`Sending messages`, towards the bottom, click on :guilabel:`Sync Templates`. Meta will update the templates that are approved so that they can be utilized with various apps in the database."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Syncing Meta WhatsApp templates to the Odoo database, with the 'Sync Templates'\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:749
msgid "A successful message in green appears in the upper-right corner with the number of templates updated."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:753
msgid "Templates can also be synced individually from the template itself. Navigate to the :menuselection:`WhatsApp app --> Templates` dashboard and select the template to sync. Then, click on the :guilabel:`Sync Template` button located in the top menu of the template's form."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:758
msgid "Creating templates in Meta"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:760
msgid "First, navigate to `Meta's WhatsApp template dashboard <https://business.facebook.com/wa/manage/home>`_, and then go to :menuselection:`Account tools --> Message templates`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Account tools highlighted in business manager with the manage templates link highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:768
msgid "To create a WhatsApp template, click on the blue :guilabel:`Create template` button, and then select the :guilabel:`Category`. The options listed include: :guilabel:`Marketing`, :guilabel:`Utility`, and :guilabel:`Authentication`. In most instances the first two options will be used, unless the user would like to send a password reset or something security related."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:773
msgid "Enter the :guilabel:`Name` of the template and then select the :guilabel:`Language` for the template."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:777
msgid "Multiple languages can be selected by typing the language name(s) and selecting the other languages as needed."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Template configuration options listed, with Marketing, Utility, Name and Language\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:785
msgid "After making the appropriate selections, click on :guilabel:`Continue` in the upper-right corner. The page redirects to the :guilabel:`Edit template` page. Here the :guilabel:`Header`, :guilabel:`Body`, :guilabel:`Footer` and :guilabel:`Buttons` are configured. To the right of the template is a preview of what the template will look like in production."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Edit the template using a header, body, footer and buttons."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:794
msgid "When all the necessary changes are made to the template, click on the :guilabel:`Submit` button in the upper-right corner. A confirmation window appears to confirm the language— click :guilabel:`Confirm` to approve and then another window appears stating that the template will be submitted to Meta for review and approval."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:799
msgid "The :guilabel:`Status` of the template will remain in :guilabel:`In review` until a decision has been made by Meta. Once an email confirmation is received approving the template, the templates will need to be synced from within the Odoo database."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:804
msgid "For more information on configuring templates on the Meta developer console visit `Meta's WhatsApp template documentation <https://developers.facebook.com/docs/whatsapp/business-management-api/message-templates/>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:811
msgid "Notifications in WhatsApp are handled similar to a message conversation in Odoo. A pop-up window appears with the received conversation from the customer. By default, notifications are set in the WhatsApp business account configuration in Odoo."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:815
msgid "Notification settings can be adjusted by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts`. From there, select the account and scroll down to the :menuselection:`Control` section where notifications are handled. Under the :guilabel:`Notify users` heading, type in the field which user(s) should be notified for this particular WhatsApp channel."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:821
msgid "Once a conversation is initiated between a user and a customer, notifications to all the users specified in the WhatsApp business account configuration won't occur. Only notifications to the user(s) in the conversation will occur. Should the user not respond within 15 days, the customer's reply after the 15 days will populate once again to all the users specified in the WhatsApp configuration."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:828
msgid "Adding users to chat"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:830
msgid "Users can be added to a WhatsApp chat by expanding the WhatsApp pop-up window. WhatsApp conversations are located in the *Discuss* app. Click on the :guilabel:`👤+ (add user)` icon next to it, and a window appears to invite users to the conversation."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "Adding users to a WhatsApp conversation, with the add user icon highlighted."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:839
msgid "WhatsApp API FAQ"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:842
msgid "Verification"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:844
msgid "As of February 1, 2023, if the Meta app requires advanced level access to permissions, a complete business verification may need to be completed. This includes submitting office business documents to Meta. `See this documentation <https://developers.facebook.com/docs/development/release/business-verification>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:850
msgid "`Meta's WhatsApp access verification documentation <https://developers.facebook.com/docs/development/release/access-verification/>`_."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:854
msgid "Template errors"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:856
msgid "Editing templates can cause tracebacks and errors unless the exact process is followed above, here: (:ref:`productivity/whatsapp/templates`)."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:860
msgid "Duplicate validation error"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:862
msgid "When syncing the templates there may be an instance when there are multiple templates with the same name on Meta's business manager and in Odoo. This causes a duplicate validation error. To correct this issue, rename the duplicate template name on Odoo and sync the templates once again by following the steps here: :ref:`productivity/whatsapp/sync`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "User error populated in Odoo when a duplicate template exists."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:872
msgid "Token errors"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:875
msgid "User error"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:877
msgid "Should the temporary token not be replaced with a permanent token a user error will populate in Odoo when testing the connection after sending fails. To correct this issues see :ref:`productivity/whatsapp/token`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "User error populated in Odoo when token expires."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:886
msgid "System user error 100"
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:888
msgid "Should the system user be an :guilabel:`Employee` when setting up the permanent token, a user error 100 will populate."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:891
msgid "To correct this error, create an :guilabel:`Admin` system user, following the process outlined here: :ref:`productivity/whatsapp/token`."
msgstr ""
#: ../../content/applications/productivity/whatsapp.rst:-1
msgid "User error populated in Odoo when an employee token is generated instead of a Admin user."
msgstr ""
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