<h1 class="title">Document Management System</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/dms/tree/12.0/dms"><img alt="OCA/dms" src="https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/dms-12-0/dms-12-0-dms"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/292/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>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.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a><ul> <li><a class="reference internal" href="#migration" id="id2">Migration</a></li> </ul> </li> <li><a class="reference internal" href="#usage" id="id3">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li> <li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure this module, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Documents -&gt; Configuration -&gt; Storages</em>.</li> <li><dl class="first docutils"> <dt>Create a new document storage. You can choose between two options on <cite>Save Type</cite>:</dt> <dd><ul class="first last"> <li><cite>Database</cite>: Store the files on the database as a field</li> <li><cite>Attachment</cite>: Store the files as attachments</li> </ul> </dd> </dl> </li> <li>Afterwards go to <em>Documents -&gt; Directories</em>.</li> <li>Create a new directory, mark it as root and select the previously created setting.</li> <li><dl class="first docutils"> <dt>On the Directory you can also define the access groups that will be able to:</dt> <dd><ul class="first last"> <li>read</li> <li>create</li> <li>write</li> <li>delete</li> </ul> </dd> </dl> </li> </ol> <a name="migration"></a> <h3><a class="toc-backref" href="#id2">Migration</a></h3> <p>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:</p> <ol class="arabic simple"> <li>Go to <em>Documents -&gt; Configuration -&gt; Storage</em> and select the storage you want to modify</li> <li>Modify the save type</li> <li>Press the button <cite>Migrate files</cite> if you want to migrate all the files at once</li> <li>Press the button <cite>Manual File Migration</cite> in order to specify files one by one</li> </ol> <p>You can check all the files that still needs to be migrated from all storages and migrate them manually on <em>Documents -&gt; Configuration -&gt; Migration</em></p> <a name="usage"></a> <h2><a class="toc-backref" href="#id3">Usage</a></h2> <p>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.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/dms/issues">GitHub Issues</a>. 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 <a class="reference external" href="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**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>MuK IT</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li>Mathias Markl &lt;<a class="reference external" href="mailto:mathias.markl&#64;mukit.at">mathias.markl&#64;mukit.at</a>&gt;</li> <li>Enric Tobella &lt;<a class="reference external" href="mailto:etobella&#64;creublanca.es">etobella&#64;creublanca.es</a>&gt;</li> <li>Antoni Romera</li> <li>Gelu Boros &lt;<a class="reference external" href="mailto:gelu.boros&#64;rgbconsulting.com">gelu.boros&#64;rgbconsulting.com</a>&gt;</li> </ul> <a name="other-credits"></a> <h3><a class="toc-backref" href="#id8">Other credits</a></h3> <p>Some pictures are based on or inspired by:</p> <ul class="simple"> <li><a class="reference external" href="https://www.flaticon.com/authors/roundicons">Roundicons</a></li> <li><a class="reference external" href="https://www.flaticon.com/authors/smashicons">Smashicons</a></li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id9">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/dms/tree/12.0/dms">OCA/dms</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>