Metadata-Version: 2.1
Name: odoo12-addon-dms
Version: 12.0.1.0.1
Summary: Document Management System for Odoo
Home-page: http://github.com/OCA/dms
Author: MuK IT,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: LGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Requires-Python: >=3.5
Requires-Dist: odoo12-addon-web-drop-target
Requires-Dist: odoo12-addon-web-view-searchpanel
Requires-Dist: odoo (<12.1dev,>=12.0a)

==========================
Document Management System
==========================

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    :alt: OCA/dms
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DMS is a module for creating, managing and viewing document files directly
within Odoo.
This module is only the basis for an entire ecosystem of apps that extend and
seamlessly integrate with the document management system.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module, you need to:

#. Go to *Documents -> Configuration -> Storages*.
#. Create a new document storage. You can choose between two options on `Save Type`:
    * `Database`: Store the files on the database as a field
    * `Attachment`: Store the files as attachments
#. Afterwards go to *Documents -> Directories*.
#. Create a new directory, mark it as root and select the previously created setting.
#. On the Directory you can also define the access groups that will be able to:
    * read
    * create
    * write
    * delete


Migration
~~~~~~~~~

If you need to modify the storage Save Type you might want to migrate the file data.
In order to achieve it you need to:

#. Go to *Documents -> Configuration -> Storage* and select the storage you want to modify
#. Modify the save type
#. Press the button `Migrate files` if you want to migrate all the files at once
#. Press the button `Manual File Migration` in order to specify files one by one

You can check all the files that still needs to be migrated from all storages
and migrate them manually on *Documents -> Configuration -> Migration*

Usage
=====

The best way to manage the documents is to switch to the Documents view.
Existing documents can be managed there and new documents can be created.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/dms/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/dms/issues/new?body=module:%20dms%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* MuK IT

Contributors
~~~~~~~~~~~~

* Mathias Markl <mathias.markl@mukit.at>
* Enric Tobella <etobella@creublanca.es>
* Antoni Romera
* Gelu Boros <gelu.boros@rgbconsulting.com>

Other credits
~~~~~~~~~~~~~

Some pictures are based on or inspired by:

* `Roundicons <https://www.flaticon.com/authors/roundicons>`_
* `Smashicons <https://www.flaticon.com/authors/smashicons>`_

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/12.0/dms>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.


