文档¶
通过**Odoo 说明文档**，您可以在 Odoo 中存储、查看和管理文件。
文件夹和文件分为多个部分，可通过左侧的树形结构进入。可使用以下部分：
所有：显示用户可以访问的所有文件夹和文件。
公司：包含整个公司共享的文件夹和文件。访问权限由为文件夹和文件定义的 访问权限 决定。
我的驱动器：用户的个人工作区，用于组织和访问他们拥有或上传的文件和文件夹。
与我共享：包括与用户共享的文件，但不属于用户可访问的母文件夹。
最近：显示用户有权查看或编辑的最近修改的文件。
垃圾：存储 已删除的文件和文件夹。
点击树状结构中的某个部分以查看其内容。选择一个文件夹以打开它， 管理 并访问其文件。
点击文件打开它，并 采取行动。要关闭文件，请按 Esc 或点击 ）图标。您还可以拖放文件或文件夹，将其移动到另一个文件夹或部分。
小技巧
使用 搜索栏 快速查找特定项目。
The chatter tracks changes to folders and files and allows communication with internal users and external contacts. Open the Details panel to access it.
参见
配置¶
删除延迟¶
默认情况下，移至垃圾桶的项目会保留 30 天，然后才会被永久删除。要调整延迟时间，请访问 并编辑 删除延迟（天数） 字段。
文件集中¶
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.
小技巧
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.
注解
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.
文件夹¶
您可以在 :icon:`fa building` 公司 或 我的驱动器 部分提供的文件夹中整理文件。
要创建文件夹，请在树中选择所需的部分，点击 新建，然后选择 文件夹。在弹出窗口中输入文件夹的 名称，然后点击 保存。要创建子文件夹，请先选择母文件夹，然后按照相同步骤操作。
注解
某些文件夹和子文件夹会根据 文件集中设置 自动创建。
要管理文件夹或子文件夹，请选择该文件夹并点击树上方的 ）图标。菜单中有以下选项：
下载：将文件夹下载为 .zip 文件，包括文件和子文件夹。
重命名：修改文件夹名称。
添加星级： 将文件夹标记为收藏夹，以便快速访问。此设置针对特定用户，不会影响其他用户的工作区。然后，您可以使用 星级筛选项 快速导航到您收藏的文件夹。
信息和标签： 查看文件夹的 详情 和沟通栏。
移至垃圾箱：将文件夹及其内容移至 垃圾箱。
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.
Automations: Create automation rules.
重要
Setting up automation rules requires activating 工作室, 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.
小技巧
Switch to the list view to:
manage multiple folders at once.
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.
文件¶
To upload a file, select the desired folder in the tree, click New, and select Upload.
小技巧
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 links¶
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.
电子表格¶
To create a spreadsheet, click New and select Spreadsheet.
Managing files¶
Several buttons are available in the top bar when opening a file:
the Actions menu, which includes the options described below
Download
The following options are available in the Actions menu:
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.
Rename
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.
Lock: Protect the file from any modifications.
Copy Links: Copy the file’s URL for sharing. Access is controlled based on the file’s access rights.
Split PDF: Split a PDF file.
小技巧
You can use folder-specific email aliases to automatically save files sent to the alias into the corresponding folder.
Switch to the list view to:
manage multiple files at once.
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.
Splitting and merging PDFs¶
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.
To merge PDF files, follow these steps:
Navigate to the folder containing the files you want to merge.
Hold down Ctrl and click the relevant files.
Click the Actions button and select Merge PDFs.
If needed, click Add file to browse and select a PDF file from your computer.
Click the (scissors) icon between the files.
Click Split to merge them.
注解
The original PDFs are replaced by the merged version.
小技巧
Press Shift + S to add or remove all splits between pages.
To delete a specific page, select the page, then click Delete.
Requesting files¶
Request files from users as a reminder for them to upload specific files. To do so, follow these steps:
Click New and select Request.
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.
Click Request.
A placeholder for the missing file is created in the selected folder. Once the file is available, click the placeholder to upload it.
小技巧
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:
Upload a file using the (upload) button;
Edit the activity using the (edit) button;
Cancel the activity using the (cancel) button;
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.
Details panel¶
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.
小技巧
Alternatively, for folders, you can also click the (Info & Tags) button in the upper-right corner next to the view icons.
The details panel allows the following:
Change the file’s folder or the folder’s name.
View the file’s or folder’s size and the folder’s item count.
Change the file’s or folder’s owner and contact. By default, the person who creates a file or folder is set as its owner and granted full access rights to it. To change it, select the required user from the dropdown list. The contact is a person who only has Viewer access rights to the file or folder, e.g., an existing supplier in the database.
Access the chatter.
To close the details panel, click the (remove) button in the upper-right corner.
注解
To view a file from their user profile, a user must be set as the contact and have at least Viewer access.
电子邮件别名¶
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.
Select the folder where files should be saved.
Click the (Info & Tags) in the upper-right corner next to the view icons.
In the details panel, enter the desired email alias.
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.
注解
Emails sent to the alias without attachments are converted into files, using the email subject as the file name.
参见
Linked records¶
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.
注解
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.
Sharing and access rights¶
注解
You can only share folders and files and edit their access rights if you have editing rights.
Access rights can be set on:
folders: Select the folder, click the (gear) icon, and select Share.
files: Open the file and click Share in the top bar.
小技巧
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.
注解
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.
小技巧
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.
注解
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.
Managing files across apps¶
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).
File digitization with AI¶
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.