In today’s digital-driven era, every business person should embrace a digital system to track the company’s confidential documents. It is not a compulsion but it is a requirement to keep up with other emerging organizations.
There are many document systems available the market you can choose from to manage your documents. Some of them offer unique features and functionalities that make it easy for you to control the documents in a systematic manner.
At present, Odoo is a highly recommended business management ERP software as compared to other ERP systems. That's a different matter that they share some analogies in their systems but when it comes to providing the users with additional features and functionalities Odoo stands alone.
Odoo has a variety of modules that are packed with bizarre features. Document module in Odoo is the ideal choice for the precise management of your key documents.
In this blog, we are going to shed light on the various configuration options available in the Odoo 15 Document module. Let’s discuss.
There is a configuration tab in the Odoo Document module. Click on that tab to get different menus such as Settings, Workspaces, Tags, Shares & Emails, and Spreadsheet Templates as shown in the image given below.
We are going to discuss these options one after another.
The Settings window has different options, which can be found under the File Centralization tab. You will find options like Human Resources, Product, Spreadsheet, Projects, Recruitment, and Accounting.
You can activate these options to use its functionalities. These options are particularly developed with a view to centralizing your documents that are closely linked to other departments of your company.
You can activate the Human Resources option to centralize the employees’ key documents such as payslips, job contracts, and some other important aspects. You are also provided with options to specify Workspace and Default tags. You need to check the box, which is given near the option to activate the particular option.
The second option is Product that you can activate for centralizing important product files. Here, you have options available for both Workspace and Default Tags as shown in the image given below.
The Settings window has another option is Project. You can activate it to centralize files related to projects and tasks. Moreover, you can also understand the Workspace and Default Tags by using the drop-down menu.
It is also easy to centralize your spreadsheets with the help of this module. You can specify the workspace directly from the Settings menu. If it was already configured then go to the drop-down menu and select it. Apart from this, you can also follow another way to define a Workspace. For that, you need to click on the external link menu icon to define a new Workspace. After selecting it, you can fill the creation form as highlighted below.
It gets easier for you to configure a new Workspace with the support of this creation form.
In addition, you can enable the Recruitment option to integrate the files that are attached to job applications and job positions. In the same way, you can centralize accounting filters and documents by activating the Accounting option. Additionally, you can sync journals and then form workspaces as shown below.
Here, you can find the Workspace menu under the configuration tab that helps you create and configure workspaces. After clicking on the workspaces menu, you are taken to the Workspace window as shown in the image given below.
With the Workspaces window, you can get an overview of your defined Workspaces in advance. You will spot the details in the window such as Workspace Name, Tag Categories, Company, Write Groups, and Read Groups. You can use each preconfigured Workspace data for deep analysis.
You can click on the Edit button to make necessary changes to the data. Furthermore, you are allowed to duplicate the record or delete the record as shown below.
It is easy for you to view the options like Filters, Group By, Favorite, Search Tab. By using these tabs, you can easily customize filters by applying conditions as per your company's demands. On top of that, it is straightforward to add custom groups as well. For that, you just need to click on the Group By Tab. The Parent Workspace option allows you to classify your workspaces depending upon their parent workspaces.
After clicking on the Favorite tab, you will get options such as Save current search, Import records, Link menu in spreadsheet, Insert list in spreadsheet, and Add to my dashboard options as shown in the screenshot given below.
Additionally, you can export all the data onto an excel sheet with the help of the Export All menu. Now, click on the Create button to create a new workspace as displayed in the image given below.