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[IMP] Documents: updating documentation #8072

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@Donapi Donapi commented Mar 8, 2024

taskid-3778148

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robodoo commented Mar 8, 2024

@Donapi Donapi marked this pull request as ready for review March 8, 2024 10:22
@C3POdoo C3POdoo requested a review from a team March 8, 2024 10:23
@Donapi Donapi force-pushed the 17.0-documents-dopi branch 2 times, most recently from f7d9041 to d794874 Compare March 14, 2024 15:07
@Donapi Donapi requested review from dade-odoo and toaa-odoo and removed request for dade-odoo March 14, 2024 15:27
@toaa-odoo toaa-odoo requested a review from a team March 15, 2024 09:06
@xpl-odoo xpl-odoo requested review from xpl-odoo and removed request for a team March 21, 2024 16:35
@@ -62,6 +62,17 @@ Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a line`,
- Tags can be created and modified by going to :menuselection:`Configuration --> Tags`;
- Tags can also be created or edited by clicking the gear icon :guilabel:`⚙` on the left menu.

An **email alias** can be used to automatically send received documents to a specific workspace
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I think this information should be moved under the "Share" heading. As it is, it's slightly misleading.

Basically, you create a share link for a specific workspace - you can (not necessarily) select a specific tag, or several tags (even from different tag categories). All documents uploaded will be uploaded in that workspace and use the chosen tags. You can also use an email alias to allow a second way of uploading documents. The documents sent to that email address will be uploaded to that workspace and use the selected tags, if any.

Currently, it seems you assign a tag to the document somehow, and it's moved to the workspace based on the tag, but it doesn't work that way.

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xpl-odoo commented May 2, 2024

@robodoo delegate+

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Donapi commented May 3, 2024

@robodoo r+

@robodoo robodoo closed this in de9e726 May 3, 2024
jero-odoo pushed a commit that referenced this pull request May 3, 2024
taskid-3778148

closes #8072

Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
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fw-bot commented May 7, 2024

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5 participants