Optimizing Document Management¶
All documents produced by OpenERP are automatically indexed and classified for maximum efficiency. There is an ultra-rapid access to documents, which are directly available from your email client or the company management software. The user access rights are managed just the same way as those that are available in the company management system. All these features help you to get the best out of OpenERP's document management system.
You have seen several methods of accessing documents quickly:
Из вложений к ресурсу OpenERP,
Через FTP доступ к OpenERP,
Using the menu Knowledge ‣ Document Management ‣ Directories' Structure.
But if you do not know where a specific document can be found, OpenERP also has a search tool integrated into its document management to simplify your search. To search for a file, use the menu Knowledge ‣ Documents ‣ Documents. You get to a document search view that lets you search amongst all the attachments and all the documents in the FTP server.
Вы можете искать файл, используя различные критерии:
The attachment name,
The attachment type,
Имя файла (filename),
Владелец файла (owner of a file),
The directory that it is found in,
The indexed content.
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 is detected automatically using the information about the resource when it is being saved as a file.
But your search is not 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.
Supported File Formats
The OpenERP document management system can index the following file formats:
TXT : текстовые файлы,
PDF : файлы PDF,
SXW : OpenOffice V1 files,
ODT : OpenOffice V2 files,
DOC : файлы Microsoft Word.
The other file formats are properly handled in the document management system, but their content is not indexed automatically.
Эта функциональность очень важна. Все, что вам требуется, это провести поиск по названию контрагента или номеру заказа, чтобы автоматически получить все документы, которые относятся к запросу. И вы можете использовать фрагмент текста, чтобы найти нужный вам документ внутри подмножества.
Integration with Emails¶
Использование Outlook и Thunderbird¶
OpenERP's document management system is well-integrated with popular email clients like Microsoft Outlook and Mozilla Thunderbird. For this, you can install the required plugins available in OpenERP, usually made available when you install and configure crm. Or you may install outlook or thunderbird module according to your requirement, and take advantage of its compatibility with OpenERP's documents. For more on this, refer ch-commtools.
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 will find two dashboards in the menu Knowledge ‣ Reporting ‣ Dashboard. 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 changes to documents by month, by customer and by type of resource. You could also quickly assess the use that is made of the system by the various users.
Вторая панель аналитики показывает вам, как различные сотрудники используют систему. Показано количество файлов, отправленных каждым пользователем, и кто последним использовал систему управления документами. Это дает вам некоторую информацию об обучении пользователей и позволяет оценить необходимость изменения способов работы.
There is 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 is 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 are saved when they are printed. That is because they are commonly legally required.
But you can configure the system so that it does not 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 ‣ Low Level Objects ‣ Actions ‣ Reports. To be able to access this menu, the user should be added to the group Useability / No One.
Select the report that you want to change and complete the field Save As Attachment Prefix. Once you have done that, each document print action will automatically be saved as an attachment to the document.