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Is there the possibility of being able to import a balance sheet in a spreadsheet in the documents module, and that this information is updated dynamically?
That all the changes that are made directly in the billing module --> reports, can update all those changes in the documents module, with the option to "update all data"?
And my last question is...
In the same documents module, is there a possibility that only a specific user can edit any file that is uploaded to the documents module?

I tried to lock the files and put an owner from the menu that Odoo offers, but in the case of aspreadsheet, even though I activate the enter odoo with another user, that same spreadsheet can still be edited even though the spreadsheet is locked....


How I can avoid this?


In odoo 15 enterprise

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Best Answer

You can save to documents as XLSX or PDF format


Specify the access rights for each workspace, then the concerned person can only view or edit that document


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