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Attach a document

dave ellis
on 2/6/13, 4:52 PM 7,513 views

Within 5.x and 6.x you could attach a document to every record. Has this been removed or hidden in any way in 7?

Alan Bell
On 2/6/13, 5:17 PM

below every object you can write to the followers and include an attachment with that post. If you install the knowledge module and in settings-configuration-knowledge you turn on the manage documents checkbox then you get a new knowledge top level menu and from there you can see all the attachments.

Mihalache Ciprian
On 2/7/13, 3:39 AM

One problem with attachment. If you install knowledge module in openerp v7 all attachments are public. They are not placed inside a specific directory even if you attach a Folders per resource to an object.


If I attach a document to on employee in knowledge it will appear with default directory empty. So it is public to anybody to delete or see the content of the attachment.

Do you know how to make attachments go to specific directory by default so I can make restriction on who can edit, delete, read that directory ?

I haven't tested it yet but you may try installing Document Management System document module, this allows you to define directories per resources in menu Knowledge -> Configuration.

Camptocamp SA
on 2/7/13, 7:22 AM

In v7 Knowledge = Document Management System

Mihalache Ciprian
on 2/7/13, 7:23 AM

Document Management System and Knowledge seems to be 2 different modules, the first depends on the second.

Camptocamp SA
on 2/7/13, 7:27 AM

you are right, but the directories per resources doesn't work. By default Document Management System comes with predefined folders like Employees as Folders per resource and resource model hr.employee .

Mihalache Ciprian
on 2/7/13, 7:39 AM

But if you go to human resources -> employees select an employee and attach a file no directory is selected in knowledge page so the attachment is always public.

Mihalache Ciprian
on 2/7/13, 7:40 AM

Spot on thanks all!

dave ellis
on 2/12/13, 4:39 PM

This is a Question, not an Answer. -1

Daniel Reis
on 2/15/13, 7:56 AM

If you cannot upload attachments, try install poppler-utils ((apt-get install poppler-utils)

dave ellis
On 2/6/13, 5:12 PM

Oh ok, so attaching documents is a module not installed by default. To be able to see this module and others, remove the "featured" from the filters at the top right. This will show other modules available for download.

you can attach documents without the knowledge module, just can't manage those attachments in a central place.

Alan Bell
on 2/6/13, 5:38 PM

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Asked: 2/6/13, 4:52 PM
Seen: 7513 times
Last updated: 11/27/16, 1:21 PM