This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.

The OpenERP solution

OpenERP's management of documents is unique and totally innovative in its integrated approach. Its complete integration with the company's management system solves most of the problems that are encountered when you use independent document management systems:

  • Login and the management of access rights is integrated with that of OpenERP for controlling access to different document types,

  • Ultra-rapid access to documents, which are directly accessible through your email client or through the company management software,

  • Automatic assignment of meta-information comes directly from information contained in your Open ERP login registration,

  • Document workflow which automatically follow OpenERP's documentation process provide complete synchronization between the systems,

  • 文件的分类是由OpenERP自身,由此产生的结构是系统之间的同步,

  • 以最高效率生产的所有文件的自动指数和OpenERP分类。

如何开始

This section is about how to get started with the document management system from its installation to advanced use with FTP access.

安装

To install OpenERP's document management system you just need is to install the document and board_document modules through Administration ‣ Modules Management ‣ Modules ‣ Uninstalled modules. After installing the module the system automatically proposes that you configure the document management system.

/doc_static/5.0/_images/document_config.png

文件管理的配置画面

Once the module has been installed you'll see a new entry in the main menu called Document Management.

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The document management menu