Configuration

1. Go to Documents / Configuration / Classification Templates and create or edit a template.
2. You can set a model to which it is linked (res.partner for example).
3. You can define the details to indicate which field is referenced by the defined filename pattern.

Full example from res.partner:

Filename pattern: ([0-9]{8}[A-Z]).*.pdf Details: VAT (field) and 0 (index) Directory Pattern example 1: {0} > This will attempt to add the files to the directory linked to the partner with the VAT name. Directory Pattern example 2: {0} / Misc > This will attempt to add the files to the “Misc” subdirectory linked to the partner with the VAT name.

Usage

1. Go to Documents / Auto Classification and select a template and a .zip file.
2. Press the Analyze button
3. As many lines will be set as the number of files contained in the .zip file and apply the filename pattern.
4. The record to which they are related (res.partner for example) will be show on the lines.
5. Press the Classify button
6. The files (dms.file) will be created in the corresponding directories.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

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

Credits

Maintainers

This module is maintained by the OCA.

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.

Current maintainer:

This module is part of the OCA/dms project on GitHub.

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