Attachment Management
Add or modify attachments directly from document apps
Attachment Management
Add or modify attachments directly from document apps
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
On any object within Odoo, you can add an attachment. However, you can only do it from the form view -> button attachment. If you load a document, you cannot easily attach it to an object directly from the Document app.
CLUEDOO'S FUNCTIONS
You can directly attach your loaded document from the Document app by selecting the related object (sales order, invoice, etc.) and then the related record.
MODULE+
Improves the Document app's UI in order to directly work from the app.
CLUEDOO'S RECOMMENDATION
Install on 100% of your database.
OUR FEATURES AS SOLUTIONS
Link a document from the Document app to a record
Move an attachment from a record to another record
HOW TO USE THIS MODULE
1
On a document, we have the edit icon .
2
When we click on the edit icon, it will show a wizard where we can attach the attachment to a record. Then, we can click on "Related Record" to see the record that has the attachment.
3
Now we have an attachment in the record.