Configuration

1. Go to Documents > Configuration > Embedded DMS templates and create a new record.
2. Set a storage, a model (res.partner for example) and the access groups you want.
3. You can also use expressions in “Directory format name”, for example: {{object.name}}
4. Click on the “Documents” tab icon and a folder hierarchy will be created.
5. You can set here the hierarchy of directories, subdirectories and files you need, this hierarchy will be used as a base when creating a new record (res.partner for example).

Usage

#. Go to the form view of an existing partner and click on the “DMS” tab icon, a hierarchy of folders and files linked to that record will be created. #. Create a new partner. A hierarchy of folders and files linked to that record will be created.

Known issues / Roadmap

• Add drag & drop compatibility to the dms_tree mode
• Multiple selection support (e.g. cut several files and paste to another folder).

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.

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.