문서¶
**Odoo 문서**로 Odoo 내에서 파일을 저장, 열람, 관리할 수 있습니다.
Folders and documents are organized into sections accessible from the tree on the left. The following sections are available:
All: displays all folders and files the user has access to.
Company: contains folders and files shared across the company. Access is determined by the access rights defined for the folder and file.
My Drive: the user’s personal workspace for organizing and accessing files and folders they own or have uploaded.
Shared with me: includes files that have been shared with the user but are not part of any parent folder they have access to.
Recent: shows recently modified files the user has permission to view or edit.
휴지통: 삭제된 파일 및 폴더 가 저장됩니다.
Click a section in the tree to view its contents. Select a folder to open it, manage it, and access its files.
파일을 클릭하여 열고 가능한 작업 수행 을 클릭합니다. 파일을 닫으려면 Esc 키를 누르거나 (닫기) 아이콘을 클릭합니다. 파일이나 폴더를 끌어다 놓아서 다른 폴더나 섹션으로 옮기는 것도 가능합니다.
팁
특정한 항목을 빠르게 찾으려면 검색창 을 활용해 보세요.
The chatter tracks changes to folders and files and allows communication with internal users and external contacts. Open the Details panel to access it.
더 보기
환경설정¶
삭제 대기¶
By default, items moved to the trash remain there for 30 days before being permanently deleted. To adjust this delay, go to and edit the Deletion delay (days) field.
파일 중앙 집중화¶
File centralization allows for automatically organizing all files associated with a specific app into dedicated folders. It is enabled by default for each app upon installation. To disable file centralization, modify the default folder, or configure the tags to be added to the app-specific files, go to , and edit the relevant setting under the File Centralization section.
팁
File centralization cannot be disabled for Accounting documents. A sub-folder is automatically created for each journal type (e.g., Sales, Purchase, Bank, etc.), and the journal name is added as a tag on each document. Click Journals to edit the list of journals to synchronize and define their corresponding folders and tags.
For Human Resources files, a sub-folder is automatically created for each employee, and specific tags are added to the files based on the document type (e.g., Contracts, Payslips, etc.). You can also create additional Employee Subfolders automatically by entering the desired folder names, separated by commas.
참고
Changing the folder or tags only affects new files; existing files remain unchanged.
When file centralization is enabled for an app, deleting a record in that app moves its attachments to the trash in the Documents app.
폴더¶
You can organize files in folders available in the Company or My Drive sections.
To create a folder, select the desired section in the tree, click New, and select Folder. In the pop-up, enter the folder’s Name and click Save. To create a sub-folder, select the parent folder first, then follow the same steps.
참고
Some folders and sub-folders are created automatically based on the file centralization settings.
To manage a folder or sub-folder, select it and click the (Actions) icon above the tree. The following options are available in the menu:
Download: Download the folder as a .zip file, including its files and sub-folders.
이름 바꾸기: 폴더명을 수정합니다.
Add star: Mark a folder as a favorite for quicker access. This setting is user-specific and does not affect other users’ workspaces. You can then use the Starred filter to navigate to your favorite folders quickly.
Info & Tags: View the folder’s details and chatter.
Move to trash: Move the folder and its content to the trash.
Actions on Select: Define the server actions that are available (as buttons) for the files in the folder. Click an action to add or remove it. Click Add Custom Action to create a new one.
자동화: 자동화 규칙 을 생성합니다.
중요
Setting up automation rules requires activating 스튜디오, which may impact your pricing plan.
AI Auto-sort: Use Odoo AI to automatically organize the files in the folder and trigger actions based on the provided AI prompt. Add the corresponding actions for your prompt in the lower section of the popup. This option requires the Odoo AI app to be installed.
팁
목록 보기 모드로 전환하기:
여러 개의 폴더를 동시에 관리합니다.
Export or Insert in spreadsheet one or multiple folders.
quickly execute actions such as Share, Download, Rename, etc. Hover over a folder line and click the corresponding icon at the end of the line to perform the desired action.
파일¶
To upload a file, select the desired folder in the tree, click New, and select Upload.
팁
On Odoo Online databases, each uploaded file must not exceed 64MB.
You can also drag and drop a file from your computer to the desired folder within the Documents app.
URL 링크¶
To add a link to a URL (e.g., a video) and make it accessible from a folder, click New and select Link. Enter the URL, add a Name, and select the appropriate Folder.
스프레드시트¶
스프레드시트를 만들려면 신규 를 클릭한 후 스프레드시트 를 선택하세요.
더 보기
파일 관리¶
Several buttons are available in the top bar when opening a file:
활동 메뉴에 아래에 설명된 옵션이 포함되어 있는 모습
다운로드
다음 옵션을 활동 메뉴에서 사용할 수 있습니다.
Duplicate: Create a copy of the file. In the popup, select or create the destination folder, then click Duplicate in destination folder’s name.
Move to Trash: Move the file to the trash.
이름 바꾸기
Info & tags: View the file’s details and chatter.
Move: Move the file to another folder. In the popup, select or create the destination folder, then click Move to destination folder’s name.
Create shortcut: A shortcut is a pointer to a file, allowing access from multiple folders without duplicating the file. In the popup, select or create the destination folder, then click Create a shortcut in destination folder’s name.
Manage versions: View all versions of the file in upload order, download a specific version, or upload a new one as needed.
잠금: 파일 편집을 방지합니다.
Copy Links: Copy the file’s URL for sharing. Access is controlled based on the file’s access rights.
PDF 분할: PDF 파일을 분할합니다.
팁
You can use folder-specific email aliases to automatically save files sent to the alias into the corresponding folder.
목록 보기 모드로 전환하기:
여러 개의 파일을 동시에 관리합니다.
Export or Insert in spreadsheet one or multiple files.
quickly perform actions such as Share, Download, Rename, etc. Hover over a file line and click the corresponding icon at the end of the line to perform the desired action.
PDF 분할 및 병합¶
To divide a PDF into individual or groups of pages, open the PDF, click the Actions button, and select Split PDF. Click the (scissors) icon between pages to remove a split if needed, then click Split to confirm.
PDF 파일을 병합하려면 다음과 같이 진행합니다:
Navigate to the folder containing the files you want to merge.
Ctrl 키를 누른 상태에서 관련된 파일을 클릭합니다.
활동 버튼을 클릭한 후 PDF 병합 을 선택합니다.
If needed, click Add file to browse and select a PDF file from your computer.
파일 사이에 있는 (가위) 아이콘을 클릭합니다.
분할 을 클릭하여 병합하세요.
참고
PDF 원본은 병합된 버전으로 대체됩니다.
팁
Press Shift + S to add or remove all splits between pages.
To delete a specific page, select the page, then click Delete.
파일 재요청¶
Request files from users as a reminder for them to upload specific files. To do so, follow these steps:
새로 만들기 를 클릭한 후 요청 을 선택하세요.
Enter a Document Name and select the person you’re requesting it from in the Request To field.
If needed, set a Due Date In, edit the Folder where the file should be added, add Tags, and write a Message.
요청 을 클릭합니다.
A placeholder for the missing file is created in the selected folder. Once the file is available, click the placeholder to upload it.
팁
You can also request a document from the list of scheduled activities.
To see the list of all requested files, switch to the Activity view of the Documents app and go to the Requested Document column. Click a requested file’s date to view its details. You can then:
(업로드) 버튼으로 파일을 업로드합니다;
(편집) 버튼으로 활동을 편집합니다;
(취소) 버튼으로 활동을 취소합니다;
Send a reminder email. Click Preview to preview the content of the reminder email if needed, then Send Now.
To send a reminder email for all requested files, click the (ellipsis) icon in the Requested Document column and select Document Request: Reminder.
세부 패널¶
To view a folder’s or file’s information and tags, select the folder or file, then click the icon (for folders) or Actions button (for files) and select Info & Tags.
팁
Alternatively, for folders, you can also click the (Info & Tags) button in the upper-right corner next to the view icons.
세부 정보 패널에서 진행 가능한 작업:
파일 폴더나 폴더 이름을 변경합니다.
View the file’s or folder’s size and the folder’s item count.
파일 또는 폴더의 소유자 및 연락처를 변경합니다. 기본적으로 파일이나 폴더를 생성한 사람이 소유자로 설정되어 있으며 해당 파일에 대한 모든 액세스 권한이 부여됩니다. 변경하려면 드롭다운 목록에서 원하는 사용자를 선택합니다. 연락처는 파일이나 폴더에 대해 보기 액세스 권한 만 가지고 있으며, 예를 들면 데이터베이스의 기존 공급업체가 이에 해당합니다.
메시지창 에 액세스합니다.
To close the details panel, click the (remove) button in the upper-right corner.
참고
To view a file from their user profile, a user must be set as the contact and have at least Viewer access.
이메일 별칭¶
You can use an email alias to automatically save files sent to the email alias into a specific folder. To set up an email alias for a folder, follow these steps:
Make sure a custom alias domain is configured in the General Settings.
파일을 저장할 폴더를 선택합니다.
Click the (Info & Tags) in the upper-right corner next to the view icons.
세부 정보 패널에 이메일 별칭을 입력합니다.
Optionally, specify an Activity type and assignee to create an activity when a file is received via the alias.
Optionally, select the Tags to automatically apply to the files created through the alias.
참고
Emails sent to the alias without attachments are converted into files, using the email subject as the file name.
더 보기
연결된 레코드¶
To link the file to a specific record, select the appropriate model from the Linked to dropdown menu (identifiable by its placeholder No linked model), then select the desired record.
참고
If file centralization is enabled for a specific app, adding a file to the Documents app by uploading an attachment automatically adds the corresponding record in the Linked to field of the file.
공유 및 접근 권한¶
참고
You can only share folders and files and edit their access rights if you have editing rights.
다음에 접근 권한을 설정할 수 있습니다:
folders: Select the folder, click the (gear) icon, and select Share.
files: Open the file and click Share in the top bar.
팁
Switch to the list view to share or manage the access rights of multiple filers or folders at once.
To grant access to specific users or contacts, follow these steps:
In the (Invite people) field, select the users or contacts you want to grant access to from the dropdown menu or enter their email address.
참고
Access through link must be enabled first before granting access to external contacts.
Set the Role field to Viewer or Editor.
If desired, toggle the Notify switch off to avoid sending a notification email.
Click Share to grant access (with or without a notification) or Copy Links to copy the sharing link to the clipboard.
팁
To remove a permission or set an expiration date for it, hover the mouse over the relevant contact and click the (remove) or (calendar) button, respectively.
To configure General access for Internal users or Access through link, select Viewer, Editor, or None (to completely restrict access). For Access through link, you can also specify whether the folder or file should be Discoverable (i.e., accessible through browsing). Click Save to apply the changes, then Copy Links to copy the sharing link to the clipboard.
참고
Each folder and file URL includes the access rights assigned to it. When you share a link to a folder, recipients are directed to a dedicated portal where they can view the files in that folder, excluding any with restricted access.
Portal users can access folders and files they have permission to view or edit through the customer portal by clicking the Documents card.
여러 앱 간에 파일 관리하기¶
You can save files to or attach existing files in the Documents app from any record.
To save an attachment to the Documents app, hover over an attachment in the record’s chatter and click the (Add to Documents) icon.
To attach a file to a record from the record’s chatter, click the Add from Documents icon, select the desired file, and click Add from Documents to add the raw file, or Paste Link(s) to insert a link to the file (and preserve the document’s access rights).
To insert a file from Documents into the Odoo rich-text editor, type
/file, then select the desired file, and click Add from Documents to add the raw file, or Paste Link(s) to insert a link to the file (and preserve the document’s access rights).
AI 기반 파일 디지털화¶
Files available in the Finance folder can be digitized. Select the file, click Create Vendor Bill, Create Customer Invoice, or Create Customer Credit Note, then click Send for Digitization.
더 보기
AI 기반의 문서 디지털 변환 <../finance/accounting/vendor_bills/invoice_digitization`