Productivity

• Documents
  • Configuration
    • Deletion delay
    • File centralization
  • Folders
  • Files
    • URL links
    • Spreadsheets
    • Managing files
    • Splitting and merging PDFs
    • Requesting files
  • Details panel
    • Email aliases
    • Tags
    • Linked records
  • Sharing and access rights
  • Managing files across apps
  • File digitization with AI
• Sign
  • Request a signature
    • One-off documents
      • From the Sign app
      • From an Odoo record
    • Templates
      • Create a template
      • Edit a template
      • Use templates
        • From the Sign app
        • From an Odoo record
      • Manage templates
    • Prepare a document for signing
      • Add fields to a document
      • Document envelopes
      • Add and configure signers
        • Add signers
        • Signer settings
      • Add tags
    • Configure the signature request
      • Signing order
      • Validity dates and reminders
    • Manage signature requests and signed documents
      • Update the tags of a sent or signed document
  • Sign a document
    • Sign a document prepared using Odoo Sign
      • Auto-completed fields
      • Define initials and signature
    • Sign an unprepared .pdf document
    • Enable the Sign option in Documents
  • Security and authentication
    • Signatory hash
    • Certificate of completion
    • Secured identification
      • Unique code via SMS
      • Aadhaar eSign
      • Itsme®
    • Cryptographic signature
      • Obtain or create a digital certificate
      • Upload a digital certificate in Odoo
  • Configuration
    • Settings
      • Default terms and conditions
    • Fields
      • Create and edit fields
        • Field types
        • Configure auto-complete fields
    • Tags
  • Validity of electronic signatures
    • European Union
    • United States of America
    • Other countries
• Spreadsheet
  • Get started
    • Create a new spreadsheet
      • Templates
        • Create a template
        • Use templates
        • Manage and edit templates
    • Upload files
    • Manage spreadsheets
      • Version history
      • Regional settings
      • Convert a spreadsheet into a dashboard
  • Insert and link to Odoo data
    • Data sources
      • Accessing underlying data
    • Insert a list
      • List functions
      • List properties
      • Manage an inserted list
        • Add records/rows to a list
        • Add fields/columns to a list
        • Duplicate a list
        • Delete a list
    • Insert a pivot table
      • Pivot table functions
      • Pivot table properties
      • Manage an inserted pivot table
        • Duplicate a pivot table
        • Delete a pivot table
    • Insert a chart
    • Insert clickable links
      • Insert a clickable link from a cell
      • Insert a clickable link from a chart
    • Insert financial data
  • Work with data
    • Dynamic pivot tables
      • Create a dynamic pivot table
        • Dynamic pivot table functions
      • Manipulate a dynamic pivot table
        • Dimensions
        • Measures
          • Calculated measures
    • Functions
      • Array
      • Database
      • Date
      • Engineering
      • Filter
      • Financial
      • Info
      • Logical
      • Lookup
      • Math
      • Operators
      • Parser
      • Statistical
      • Text
      • Web
      • Odoo-specific functions
        • Array
        • Date
        • Financial
        • Lookup
        • Math
        • Misc
        • Operators
        • Statistical
        • Text
    • Global filters
      • Field matching
      • Create global filters
        • Date
        • Relation
        • Text
        • Yes/No
      • Manage and use global filters
  • Present and visualize data
    • Charts
      • Create a chart
      • Customize charts
        • Configuration
          • Chart types
        • Design
      • Manage charts
    • Conditional formatting
      • Single color
      • Color scale
      • Icon set
      • Data bar
  • Share and collaborate
    • Access and sharing
      • Roles and permissions
      • Share a static spreadsheet
      • Share a dynamic spreadsheet
        • Internal sharing
        • External sharing
    • Comments and chatter
      • Use comments in a spreadsheet
        • Add or react to comments
        • View comments
        • Edit or delete comments
        • Resolve comment threads
      • Use a spreadsheet’s chatter thread
• Dashboards
  • Build and customize dashboards
    • Build a dashboard
      • Preparation
      • Data insertion and manipulation
      • Data visualization
    • Customize a dashboard
      • Open the underlying spreadsheet
        • Duplicate a dashboard
      • Add, edit, or remove dashboard elements
        • Insert new Odoo data
  • My Dashboard
    • Add views
    • Customize layout
  • Use dashboards
    • Filter and sort data
      • Apply filters
      • Sort data
    • Access underlying records
    • Expand, copy or download charts
    • Analyze time-series charts
      • Adjust granularity
      • Zoom in on a time span and scroll
  • Standard dashboards
  • Configuration settings
  • Access rights and sharing
    • Using dashboards
      • Manage access rights to view dashboards
    • Building, customizing and configuring dashboards
    • Sharing a dashboard snapshot
• Knowledge
  • Article creation
    • From scratch
    • From a template
  • Article editing
    • Text editor toolbar
    • Commands
      • Article items
    • Cover pictures
    • Title emoji
    • Views and links from other apps
  • Article management
    • Basic management
    • Structuring
      • Sidebar structure
      • Article structure
    • Sharing
      • Configure access rights
        • General access
        • Show in workspace
      • Invite specific users
      • Generate article URL
    • Removal
      • Delete an article
      • Archive an article
    • Retrieval
      • Access articles from Odoo apps
      • Version history
  • Properties
• Calendar
  • Sync third-party calendars
  • Create activities from chatter
  • Plan an event
  • Coordinate with teams’ availability
  • Share Availabilities
    • Schedule tab
    • Options tab
    • Questions tab
    • Messages tab
      • Outlook Calendar synchronization
        • Microsoft Azure setup
          • Register application
          • Create client secret
        • Configuration in Odoo
        • Sync with Outlook
          • Sync Odoo Calendar and Outlook
        • Troubleshoot sync
          • Reset options
      • Google Calendar synchronization
        • Setup in Google
          • Select (or create) a project
          • Enable Google calendar API
          • OAuth consent screen
          • Authorized domain setup
          • Test users
          • Create credentials
        • Setup in Odoo
        • Sync calendar in Odoo
        • Troubleshoot sync
          • Reset options
        • Google OAuth FAQ
          • Production vs. testing publishing status
          • No test users added
          • Application Type
• Appointments
  • Configuration
    • Resources
      • Resource capacity
  • Appointment type configuration
    • Schedule tab
    • Options tab
    • Questions tab
    • Messages tab
  • Publishing an appointment
    • Create opportunities from appointments
      • Configuration
        • Add questions
      • Viewing the new opportunity
• Discuss
  • Inbox, starred, and history
  • Direct messages
    • Direct message actions
    • Conversation actions
    • User status
    • Leave a direct message conversation
  • Meetings
  • User-specific notification preferences
  • Chat from different applications
    • Use channels for team communication
      • Create a new channel
        • Privacy tab
        • Invite members to a channel
      • Quick search bar
        • Finding channels
      • Linking channel in chatter
    • Configure ICE servers with Twilio
      • Create a Twilio account
      • Locate the Twilio Account SID and Auth Token
      • Connect Twilio to Odoo
      • Define a list of custom ICE servers
    • Chatter
      • Chatter thread
      • Add followers
        • Manage followers
        • Edit follower subscription
      • Log notes
      • Send messages
        • Expand full composer
          • Generate text with AI
        • Edit sent messages
      • Search messages
      • Schedule activities
      • Attach files
      • Integrations
        • WhatsApp
        • Google Translate
          • Translate a chatter message
    • Canned responses
      • Creating canned responses
      • Share responses
      • Use a canned response
• Data Cleaning
  • Install modules
  • Deduplication
    • Merge duplicate records
    • Deduplication rules
      • Modify a deduplication rule
      • Manually run a deduplication rule
  • Recycle records
    • Recycle record rules
      • Manually run a recycle rule
  • Field cleaning
    • Field cleaning rules
      • Manually run a field cleaning rule
  • Merge action manager
• WhatsApp
  • WhatsApp configuration in Meta
    • Create a Meta business account
    • Create a Meta developer app for Odoo
    • Add app details
    • Select the app type
    • Select the business portfolio
    • Add a WhatsApp product to the app
    • WhatsApp API quickstart
      • API Setup
      • Send a test message via terminal
  • WhatsApp configuration in Odoo
    • Configure webhooks
      • Add webhook fields
      • Add a phone number
      • Create a permanent token
  • Go live with the Meta app
  • WhatsApp templates
    • Create WhatsApp templates in Odoo
      • Buttons
      • Placeholders and variables
      • Meta template approval
      • Syncing templates
    • Create WhatsApp templates in Meta
  • Notifications
  • Add users to a chat
  • WhatsApp API FAQ
    • Verification
    • Template errors
      • Duplicate validation error
    • Token errors
      • User error 190
      • User error 100
    • Other
      • WhatsApp template can’t be sent to multiple contacts
      • Check why a WhatsApp message failed to send
    • Other error codes
• Phone
  • About VoIP
  • Configure the Phone app
    • Assign user permissions
    • Connect to a VoIP provider
  • VoIP workflows
    • Odoo Phone with OnSIP
      • Configure OnSIP in Odoo
        • View credentials in OnSIP
        • Add OnSIP credentials
        • Configure user settings
      • Handle incoming calls
      • Troubleshooting
        • Missing parameters
        • Incorrect number
      • OnSIP smartphone app
    • Axivox
      • Odoo Phone with Axivox
        • Configuration
          • View credentials in Axivox
          • Add Axivox credentials
          • Add user credentials
      • Manage users in Axivox
        • Overview
          • Incoming numbers
        • New users
          • General tab
          • Forwardings tab
          • Follow Me tab
          • Keys tab
          • SIP Identifiers tab
          • Permissions tab
        • User groups
      • Voicemails and audio messages
        • Set global language
        • Activate voicemail
        • Voicemail
          • Manually create voicemail
          • Notifications
        • Forwarding to voicemail
        • Audio messages
          • Record audio message
          • Write audio message
        • Music on-hold
      • Dynamic caller ID
        • Default outgoing number
          • Users
          • Advanced options
      • Conference calls
        • Add a virtual conference
        • Incoming numbers
        • Start call in Odoo
      • Dial plan basics
        • Dial plans
          • Dialplan editor (visual editor)
          • Dial plan elements
            • Basic elements
            • Basic routing elements
            • Advanced routing elements
            • Advanced elements
        • Attach to incoming number
          • Basic dial plan scenario
      • Advanced dial plans
        • Advanced elements
        • Basic routing elements
          • Digital receptionist scenario
        • Advanced routing elements
          • Dispatcher scenario
          • Time condition scenario
          • Access list scenario
        • Switches
          • Basic switch
            • Add a switch to dial plan
          • Multi-switch
            • Add a multi-switch to dial plan
      • Call queues
        • Add a queue
        • Agent connection
          • Connect to the queue through Axivox
            • Report
          • Connect to queue on Odoo
    • Odoo Phone with DIDWW
      • Configure credentials in DIDWW
        • Purchase new numbers
        • Enable phone.systems
      • Configure DIDWW in Odoo
        • Add DIDWW credentials
        • Configure user settings
    • Phone widget
      • Navigate the Phone widget
        • Keypad tab
        • Recent tab
        • Contacts tab
        • Activities tab
          • Add a call
      • Make a VoIP call with the Phone widget
        • Transfer a phone call
        • Forward a phone call
      • Send an email through the Phone widget
      • Troubleshooting
        • Missing parameter
        • Incorrect number
        • The websocket connection with the server has been lost
        • Failed to start the user agent
        • Grayed-out Phone widget
        • Cannot connect to the VoIP phone number
    • Devices and integrations
      • Use Odoo Phone on a computer
      • Use Odoo Phone on a mobile device
      • Zoiper Lite
      • Linphone
    • Sales calls with Odoo Phone
      • Make a sales call
      • Work during a call
      • Handle call follow-ups
      • Send a quotation while on a call
      • End the sales call
    • Support calls with Odoo Phone
      • Log into a support queue
      • Call a customer from a support ticket
      • Work during a call
      • Handle call follow-ups
      • End the support call
      • Log out of a support queue
• To-do
  • Creating to-dos
    • Converting to-dos into project tasks
  • Managing the to-do pipeline
    • Scheduling activities
    • Viewing to-dos in the Project app
• AI
  • Ask AI
    • AI button
  • Common requests
    • AI API keys
      • Create API key for ChatGPT
      • Create an API key for Google Gemini
      • Pricing
    • AI agents
      • AI prompts in Odoo
      • Agent structure
        • Topics
          • Tools
        • Sources
        • Uploaded files
        • Gain insights from previewed files
      • Create a new agent
        • Manually reprocessing sources
    • AI document sort
      • Configuration
      • Documents app overview
      • AI auto sort overview
        • Configuring prompts
    • AI fields
      • Adding a new AI field
        • Add via edit properties
      • Computing AI fields
    • AI webpage generator
      • Generating a new webpage
    • AI live chat
      • Connecting an agent to live chat
      • Configuring AI behavior in live chat
        • Agent identity and goals
        • How the agent answers questions
        • How escalation is triggered
          • Lead creation topic
    • AI server actions
      • How AI server actions work
        • AI server action: the manager
        • AI tool: the worker
        • AI server action workflow
      • Use case walkthrough
      • Creating custom AI tools
      • Common issues
        • Why is the Tools field empty?
        • Why did the tool run but nothing happened?
        • Why did the AI choose an unexpected tool?
    • AI in email templates
      • How AI prompts are evaluated in email templates
      • Adding an AI prompt to an email template
      • Example use cases
    • AI voice transcription
      • Transcribe a meeting
    • Write and improve text with AI
      • Writing with AI
      • Improving existing text
      • Best practices for AI-assisted writing