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105 lines
3.9 KiB
ReStructuredText
105 lines
3.9 KiB
ReStructuredText
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Document Quick Access Folder Auto Classification
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================================================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--ux-lightgray.png?logo=github
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:target: https://github.com/OCA/server-ux/tree/11.0/document_quick_access_folder_auto_classification
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:alt: OCA/server-ux
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/server-ux-11-0/server-ux-11-0-document_quick_access_folder_auto_classification
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/250/11.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module creates a job that scans all files from a folder and attaches them
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to its record. The record is found using the document quick access rules.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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# Create 3 folders on your odoo system. Odoo will use them for Preprocessing,
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Store processed (not required), Store failed (not required)
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# Access your system parameters and edit the parameters in order to match your
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folders
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Usage
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=====
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Users can drop the files on the folder (You may be able to configure your
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scanner to send the files directly).
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Then, they will be able to see the files attached to the expected record.
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If two records matches the rules, it will be attached to both (two QRs).
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If the file matches no rules, it will be attached as a non processed documents.
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Users should be able to assign which record to use
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# Access `Documents to process`
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# Select a non processed document
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# Assign or reject the document. When assigning it, the record will be asked.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-ux/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/server-ux/issues/new?body=module:%20document_quick_access_folder_auto_classification%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Creu Blanca
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Contributors
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~~~~~~~~~~~~
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* Enric Tobella <etobella@creublanca.es>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px
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:target: https://github.com/etobella
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:alt: etobella
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-etobella|
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This module is part of the `OCA/server-ux <https://github.com/OCA/server-ux/tree/11.0/document_quick_access_folder_auto_classification>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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