Documents - Project
by Viindoo
| Lines of Code | 238 |
| Technical name | viin_document_project |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_document_project |
| Read description for | v 14.0 v 15.0 v 16.0 v 17.0 |
| Required Apps | Project (project) Discuss (mail) |
| Included Dependencies | Viindoo Base Documents Management Multilingual Tracking Token Expiration |
Demo video: Documents - Project
What it does
This is the bridge module between Document Management System and Project.
Key Features
Create data and demo data for workspaces, teams, tags, actions, and auto-generate rules on the Documents app to help users reduce initial configuration work.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_project.
- Press Install.
Instruction
Check the default data
1. Master data.
After installing the module, the Viindoo Documents management app will auto-create the data to help you link with the Project app.
To check these data, navigate to Documents app > Master Data and check the following menus:
- Workspaces.
- Teams.
- Tag Categories.
You can create suitable Tags that belong to these tag categories.
2. Document Generation Rules.
To see the Document generation rule, navigate to Documents > Configuration > Document Generation Rule, and find the Project and Task rules.
- Project.
- Task.
How it works
1. Upload the document onto the system.
Navigate to Projects > Task, and select the project-related document. At the chatter section, press the Pin icon and press Add attachments to attach documents in image, pdf, docs, etc format. You can see more details at Upload documents from the chatter section.
2. Check the documents.
After attaching the documents to the task, go to the Documents app, and select the Project workspace, you will find the attached documents here. Select a document, and the right side of the document will show the corresponding actions. To learn detail on how to use actions for the document, refer to the Document approval article.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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