Essentials
Náhľad
Online ukážka väčšiny formátov súborov: PDF, obrázky, videá.
Správy
Discuss documents, ping people, or create the following activities to track activities to do on a document.
Odkazy
Nahrajte bežné súbory alebo vytvárajte dokumenty ako odkazy (napr. súbory dokumentov Google).
Majitelia & kontakty
Assign documents or Odoo records such as invoices, tasks, etc. to users, customers, or vendors.
Tabuľky
Create new spreadsheets or work on existing ones.
Organizujte
Zložky
Hierarchical folders allow to define workspace with their own tags and actions.
Tagy
Set multiple tags to structure documents per folder.
Zdroje
Dokumenty spojené so zdrojmi (faktúry, úlohy) sú integrované do systému správy dokumentov
Jednoduché filtre
Define your filters and save the most used ones into favorite filters you can share with other users.
Rozdeľte súbory PDF
Rozdeľte viacstránkové súbory PDF na niekoľko dokumentov; veľmi užitočné pri skenovaní dokumentov v dávkach.
Práca v dávke
Tag, preview, or launch actions on a set of documents simultaneously to work in batches.
Trash
Deleted documents remain in the system's trash for 30 days and can be restored before permanent deletion.
Prístupové práva
Prístupové práva ľahko nastaviteľné na priečinok.
Spolupráca
Zdieľajte priečinky
To grant access to external users and allow them to preview, download, and upload new documents from the shared workspace portal.
Zdieľajte dokumenty
Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.
E-mailová brána
Configure your scanner to send PDFs to a specific email address. Scanned files appear automatically in your workspace. Define rules to set tags and folders automatically according to the email.
Pracovné postupy
Prispôsobené akcie
Define automated actions per folders, contacts, and/or tasks: create documents, process bills, sign, organize files, etc.
Zamknúť / Odomknúť
Ability to lock a file to warn other users that a specific document is being modified.
Žiadosti o dokument
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Proces validácie
Easily implement custom validation processes with tags and automated actions.
