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Document Transfer Centralisation

by
Odoo

$ 100.00

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Documents (documents)
• Inventory (stock)
• Discuss (mail)
Lines of code 204
Technical Name fal_documents_transfer
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-doc-0040-document-transfer-centralisation-6238
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Documents (documents)
• Inventory (stock)
• Discuss (mail)
Lines of code 204
Technical Name fal_documents_transfer
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-doc-0040-document-transfer-centralisation-6238
Versions 18.0 19.0

STORY BEHIND THE FEATURES

ODOO BEHAVIOUR

Odoo allows you to centralize documents attached to the Product / Project / HR / Accounting apps.




MODULE +

Cluedoo extends this feature and lets you centralize and synchronize all your documents in Transfer.

With this extension, you can fully manage your document in one place.

CLUEDOO RECOMMENDATION

Install on 100% of your database.

​ ​ ​ ​ ​ ​ ​ ​ ​ ​​HOW TO USE THIS MODULE

STEP 1

Go to Settings > Choose Documents on navigation panel tab on the left side - Scroll down to File Centralisation > Checkbox Transfer > Choose Workspace and Operation Type > Save

Note: Operation Type here is the default operation type when creating a new transfer directly from the Documents app

STEP 2

Go to a transfer > Upload an attachment in its log note


STEP 3

Go to the Documents app > Choose the Workspace that you set up before > The attachment is synchronized to the workspace

File removal is also synchronized.


STEP 4
Upload a new attachment directly in the Documents app > Select it > Actions > Create a Transfer

It will automatically create a transfer with the file attached and the same Operation Type that you set before
From v18 , you will need to choose Actions on Select > Create a Transfer > Choose the attachment that you want to add to a new transfer > Click Create a Transfer smart button 


Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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