Asharaf.KMarch 13, 2023
We have several changes in the Document module. Compared to the previous version of Odoo, where we had a dedicated button to upload documents, this functionality has now been restructured under the "New" button. Using this option, we can upload a document, request a document from a user, link an existing document, utilize a spreadsheet, or upload the document directly into a folder.
We can also request a file from the user.
If a file is missing in the Expense module, you can specify the file name under the Document name, request it from the relevant user, and optionally set the contact details if needed.
You simply select the requesting user, and you can identify the user associated with the contact. Additionally, you can set a due date and activity, and if needed, include a specific message.To link a document, click on "Link" under the "New" option.
Here, you can link a document using a URL by entering the URL and specifying the name. Then, click "Add" to upload or link the document via the URL. Additionally, if you want to create a spreadsheet or select a template, you can choose that option as well.
Next, you have the option to upload a file or create a folder.
The next new feature we can find is the addition of the chatter. By clicking the "Chatter" button, the chatter panel pops up.
In previous versions of Odoo, we had different views, such as campaign view, list view, and activity view. However, in Odoo 18, a new view has been introduced, allowing users to access chat instantly.
Another change is the ability to share documents easily. When you select a specific document, you can share it with others. General access can be set for internal users (users within the company), and their roles can be defined as either Viewer or Editor.
Additionally, general access can be set to allow "anyone with the link" to access the document.
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