Document Quick Access Folder Auto Classification

Auto classification of Documents after reading a QR

Technical Name:
document_quick_access_folder_auto_classification
Version:
11.0
License:
Author:
Creu Blanca
  • Odoo Version

Document Quick Access Folder Auto Classification

Beta License: AGPL-3 OCA/server-ux Translate me on Weblate Try me on Runbot

This module creates a job that scans all files from a folder and attaches them to its record. The record is found using the document quick access rules.

Table of contents

Configuration

# Create 3 folders on your odoo system. Odoo will use them for Preprocessing,
Store processed (not required), Store failed (not required)
# Access your system parameters and edit the parameters in order to match your
folders

Usage

Users can drop the files on the folder (You may be able to configure your scanner to send the files directly). Then, they will be able to see the files attached to the expected record. If two records matches the rules, it will be attached to both (two QRs).

If the file matches no rules, it will be attached as a non processed documents. Users should be able to assign which record to use

# Access Documents to process # Select a non processed document # Assign or reject the document. When assigning it, the record will be asked.

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 smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Creu Blanca

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

etobella

This module is part of the OCA/server-ux project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.