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

See the new Odoo user documentation.

See the new Odoo technical documentation.

Searching for documents

You've seen several methods of accessing documents quickly:

  • From attachments to an OpenERP resource,

  • Through FTP access to OpenERP,

  • Using the menu Document Management ‣ Structure of Directories.

But if you don't know where a specific document can be found, OpenERP also has a search tool integrated into its document management. To search for a file use the menu Document Management ‣ Search for a file. You get to a document search screen that lets you search amongst all the attachments and all the documents in the FTP server.

You can search for a file using various different criteria:

  • 文件名,

  • 文件所有者,

  • The title of the resource that the file is attached to,

  • The partner that the document is about,

  • The directory that it's found in,

  • Its creation and modification dates.

Notice here an important advantage for an integrated document management system. Information such as which partner is associated with a document is automatically detected by OpenERP when the document has been stored in a directory. This information is never input by the user – it's detected automatically using the information about the resource when it's being saved as a file.

But your search isn't limited to these few fields. You can also search on the content in the files. Each file is automatically indexed by the system to give you a search engine rather like Google's on the whole set of company documents.

注解

Supported file formats

The OpenERP document management system can index the following file formats:

  • TXT : 文本文档,

  • PDF : PDF文件,

  • SXW : Open Office V1 files,

  • ODT : Open Office V2 files,

  • DOC : 微软公司的word文档后缀名。

The other file formats are properly handled in the document management system but their content is not indexed automatically.

This functionality is very significant. All you need to do is search for a partner name or an order number to automatically get all the documents that are referenced there. And you can use a fragment of text to find the document you need from within that subset.

Integration with emails

使用 Outlook 和 Thunderbird

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Sending an attachment that's in the document management system from Outlook

Working with users' changes

To make the document management system's use as unobtrusive as possible the system's users should easily be able to store all the documents that they produce or receive from their customers and suppliers. So OpenERP supplies dashboards to help system users approve their acceptance of such documents.

So you'll find two dashboards in the menu Dashboards ‣ Document Management. One dashboard is for the document management system manager and one dashboard is for tracking use by different users.

The first lets you track the change of documents by month, by customer and by type of resource. You could also quickly assess the use that's made of the system by the various users.

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Dashboard for the document management system manager

The second dashboard shows you how different employees use the system. You can see the number of files sent by each user and who uses the document management system the least. That tells you something about your user training and whether you need to do something about changing work methods.

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Dashboard for the document management system analyzed by user

版本管理

There's usually a need to keep track of all the important documents that you have printed. For example, when you send an invoice to a customer it's a good idea to store a copy of that invoice internally in paper or electronic form. Then you can reprint it exactly in the same format as when you sent it, even if the company's details have changed in the meantime.

To do this, OpenERP can automatically store as attachments the different reports printed by users. By default, only invoices are saved as attachments, and they're saved when they are printed. That's because they are commonly legally required.

But you can configure the system so that it doesn't matter which type of report is printed - they can all be stored automatically. To activate that functionality on another type of report, modify this in the menu Administration ‣ Configuration ‣ Low Level ‣ Actions ‣ XML Reports.

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修改一个定义的报表

Select the report that you want to change and complete the field Prefix for saving as an attachment. Once you've done that each document print action will automatically be saved as an attachment to the document.

Documents used for company processes

Finally, the document management system is also completely linked to the main system that manages company processes. Then on each node of your management process you could store a procedure. Once the user sees a process view of the relevant document he would be able to click on the directory to get all the documents that might be useful for this phase of the process.

So you could also efficiently store the documents required for each phase of a process.

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Example of a document linked to process management