611 lines
21 KiB
HTML
Executable File
611 lines
21 KiB
HTML
Executable File
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<title>Document Management System</title>
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/*
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:Author: David Goodger (goodger@python.org)
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:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
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</style>
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</head>
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<body>
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<div class="document" id="document-management-system">
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<h1 class="title">Document Management System</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:966c4331ff7c75b1ea8cb1d065c878d81250957cd305a5d6422def133e2a7d63
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/dms/tree/17.0/dms"><img alt="OCA/dms" src="https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/dms-17-0/dms-17-0-dms"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>DMS is a module for creating, managing and viewing document files
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directly within Odoo. This module is only the basis for an entire
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ecosystem of apps that extend and seamlessly integrate with the document
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management system.</p>
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<p>This module adds portal functionality for directories and files for
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allowed users, both portal or internal users. You can get as well a
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tokenized link from a directory or a file for sharing it with any
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anonymous user.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a><ul>
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<li><a class="reference internal" href="#preview" id="toc-entry-2">Preview</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#configuration" id="toc-entry-3">Configuration</a></li>
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<li><a class="reference internal" href="#configuration-1" id="toc-entry-4">Configuration</a><ul>
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<li><a class="reference internal" href="#create-a-storage" id="toc-entry-5">1. Create a storage</a></li>
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<li><a class="reference internal" href="#create-an-access-group" id="toc-entry-6">2. Create an access group</a></li>
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<li><a class="reference internal" href="#create-a-directory" id="toc-entry-7">3. Create a directory</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#migration" id="toc-entry-8">Migration</a></li>
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<li><a class="reference internal" href="#file-wizard-selection" id="toc-entry-9">File Wizard Selection</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-10">Usage</a><ul>
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<li><a class="reference internal" href="#portal-functionality" id="toc-entry-11">Portal functionality</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-12">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-13">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-14">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-15">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-16">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="toc-entry-17">Other credits</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-18">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
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<div class="section" id="preview">
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<h2><a class="toc-backref" href="#toc-entry-2">Preview</a></h2>
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<p><tt class="docutils literal"><span class="pre">python-magic</span></tt> library is recommended to be installed for having whole
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support to get proper file types and file preview.</p>
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</div>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-3">Configuration</a></h1>
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</div>
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<div class="section" id="configuration-1">
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<h1><a class="toc-backref" href="#toc-entry-4">Configuration</a></h1>
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<p>To configure this module, you need to:</p>
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<div class="section" id="create-a-storage">
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<h2><a class="toc-backref" href="#toc-entry-5">1. Create a storage</a></h2>
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<ol class="arabic simple">
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<li>Go to <em>Documents -> Configuration -> Storages</em>.</li>
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<li>Create a new document storage. You can choose between three options
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on <tt class="docutils literal">Save Type</tt>:<ul>
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<li><tt class="docutils literal">Database</tt>: Store the files on the database as a field</li>
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<li><tt class="docutils literal">Attachment</tt>: Store the files as attachments</li>
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<li><tt class="docutils literal">File</tt>: Store the files on the file system</li>
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</ul>
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</li>
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</ol>
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</div>
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<div class="section" id="create-an-access-group">
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<h2><a class="toc-backref" href="#toc-entry-6">2. Create an access group</a></h2>
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<ol class="arabic simple">
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<li>Next, create an administrative access group. Go to <em>Configuration ->
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Access Groups</em>.<ul>
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<li>Create a new group, name it appropriately, and turn on all three
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permissions (Create, Write and Unlink. Read is implied and always
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enabled).</li>
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<li>Add any other top-level administrative users to the group if needed
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(your user should already be there).</li>
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<li>You can create other groups in here later for fine-grained access
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control.</li>
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</ul>
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</li>
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</ol>
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</div>
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|
<div class="section" id="create-a-directory">
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<h2><a class="toc-backref" href="#toc-entry-7">3. Create a directory</a></h2>
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<ol class="arabic simple">
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<li>Afterward, go to <em>Documents -> Directories</em>.</li>
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<li>Create a new directory, mark it as root and select the previously
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created setting.<ul>
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<li>Select the <em>Groups</em> tab and add your administrative group created
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above. If your directory was already created before the group, you
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can also add it in the access groups (<em>Configuration -> Access
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Groups</em>).</li>
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</ul>
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</li>
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<li>In the directory settings, you can also add other access groups
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(created above) that will be able to:<ul>
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<li>read</li>
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<li>create</li>
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<li>write</li>
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<li>delete</li>
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</ul>
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</li>
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</ol>
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</div>
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</div>
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<div class="section" id="migration">
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<h1><a class="toc-backref" href="#toc-entry-8">Migration</a></h1>
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<p>If you need to modify the storage <tt class="docutils literal">Save Type</tt> you might want to
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migrate the file data. To achieve it, you need to:</p>
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|
<ol class="arabic simple">
|
|
<li>Go to <em>Documents -> Configuration -> Storage</em> and select the storage
|
|
you want to modify</li>
|
|
<li>Modify the save type</li>
|
|
<li>Press the button Migrate files if you want to migrate all the files
|
|
at once</li>
|
|
<li>Press the button Manual File Migration to specify files one by one</li>
|
|
</ol>
|
|
<p>You can check all the files that still need to be migrated from all
|
|
storages and migrate them manually on <em>Documents -> Configuration ->
|
|
Migration</em></p>
|
|
</div>
|
|
<div class="section" id="file-wizard-selection">
|
|
<h1><a class="toc-backref" href="#toc-entry-9">File Wizard Selection</a></h1>
|
|
<p>There is an action called <tt class="docutils literal">action_dms_file_wizard_selector</tt> to open a
|
|
wizard to list files in kanban view. This can be used (example
|
|
dms_attachment_link module) to add a button in kanban view with the
|
|
action we need.</p>
|
|
</div>
|
|
<div class="section" id="usage">
|
|
<h1><a class="toc-backref" href="#toc-entry-10">Usage</a></h1>
|
|
<p>The best way to manage the documents is to switch to the Documents view.
|
|
Existing documents can be managed there and new documents can be
|
|
created.</p>
|
|
<div class="section" id="portal-functionality">
|
|
<h2><a class="toc-backref" href="#toc-entry-11">Portal functionality</a></h2>
|
|
<p>You can add any portal user to DMS access groups, and then allow that
|
|
group in directories, so they will see in the portal such directories
|
|
and their files. Another possibility is to click on “Share” button
|
|
inside a directory or a file for obtaining a tokenized link for single
|
|
access to that resource, no matter if logged or not.</p>
|
|
</div>
|
|
</div>
|
|
<div class="section" id="known-issues-roadmap">
|
|
<h1><a class="toc-backref" href="#toc-entry-12">Known issues / Roadmap</a></h1>
|
|
<ul class="simple">
|
|
<li>Files preview in portal</li>
|
|
<li>Allow to download folder in portal and create zip file with all
|
|
content</li>
|
|
<li>Save in cache own_root directories and update in every
|
|
create/write/unlink function</li>
|
|
<li>Add a migration procedure for converting an storage to attachment one
|
|
for populating existing records with attachments as folders</li>
|
|
<li>Add a link from attachment view in chatter to linked documents</li>
|
|
<li>If Inherit permissions from related record (the
|
|
inherit_access_from_parent_record field from storage) is changed when
|
|
directories already exist, inconsistencies may occur because groups
|
|
defined in the directories and subdirectories will still exist, all
|
|
groups in these directories should be removed before changing.</li>
|
|
<li>Since portal users can read <tt class="docutils literal">dms.storage</tt> records, if your module
|
|
extends this model to another storage backend that needs using
|
|
secrets, remember to forbid access to the secrets fields by other
|
|
means. It would be nice to be able to remove that rule at some point.</li>
|
|
<li>Searchpanel in files: Highlight items (shading) without records when
|
|
filtering something (by name for example).</li>
|
|
<li>Accessing the clipboard (for example copy share link of
|
|
file/directory) is limited to secure connections. It also happens in
|
|
any part of Odoo.</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="bug-tracker">
|
|
<h1><a class="toc-backref" href="#toc-entry-13">Bug Tracker</a></h1>
|
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/dms/issues">GitHub Issues</a>.
|
|
In case of trouble, please check there if your issue has already been reported.
|
|
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
|
<a class="reference external" href="https://github.com/OCA/dms/issues/new?body=module:%20dms%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
|
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
|
</div>
|
|
<div class="section" id="credits">
|
|
<h1><a class="toc-backref" href="#toc-entry-14">Credits</a></h1>
|
|
<div class="section" id="authors">
|
|
<h2><a class="toc-backref" href="#toc-entry-15">Authors</a></h2>
|
|
<ul class="simple">
|
|
<li>MuK IT</li>
|
|
<li>Tecnativa</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="contributors">
|
|
<h2><a class="toc-backref" href="#toc-entry-16">Contributors</a></h2>
|
|
<ul class="simple">
|
|
<li>Mathias Markl <<a class="reference external" href="mailto:mathias.markl@mukit.at">mathias.markl@mukit.at</a>></li>
|
|
<li>Enric Tobella <<a class="reference external" href="mailto:etobella@creublanca.es">etobella@creublanca.es</a>></li>
|
|
<li>Antoni Romera</li>
|
|
<li>Gelu Boros <<a class="reference external" href="mailto:gelu.boros@rgbconsulting.com">gelu.boros@rgbconsulting.com</a>></li>
|
|
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
|
|
<li>Víctor Martínez</li>
|
|
<li>Pedro M. Baeza</li>
|
|
<li>Jairo Llopis</li>
|
|
</ul>
|
|
</li>
|
|
<li><a class="reference external" href="https://www.elegosoft.com">Elego</a>:<ul>
|
|
<li>Yu Weng <<a class="reference external" href="mailto:yweng@elegosoft.com">yweng@elegosoft.com</a>></li>
|
|
<li>Philip Witte <<a class="reference external" href="mailto:phillip.witte@elegosoft.com">phillip.witte@elegosoft.com</a>></li>
|
|
<li>Khanh Bui <<a class="reference external" href="mailto:khanh.bui@mail.elegosoft.com">khanh.bui@mail.elegosoft.com</a>></li>
|
|
</ul>
|
|
</li>
|
|
<li><a class="reference external" href="https://www.subteno.com">Subteno</a>:<ul>
|
|
<li>Timothée Vannier <<a class="reference external" href="mailto:tva@subteno.com">tva@subteno.com</a>></li>
|
|
</ul>
|
|
</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="other-credits">
|
|
<h2><a class="toc-backref" href="#toc-entry-17">Other credits</a></h2>
|
|
<p>Some pictures are based on or inspired by:</p>
|
|
<ul class="simple">
|
|
<li><a class="reference external" href="https://www.flaticon.com/authors/roundicons">Roundicons</a></li>
|
|
<li><a class="reference external" href="https://www.flaticon.com/authors/smashicons">Smashicons</a></li>
|
|
<li><a class="reference external" href="https://github.com/EmojiTwo/emojitwo">EmojiOne</a> : Portal DMS icon</li>
|
|
<li><a class="reference external" href="https://github.com/primer/octicons/">GitHub Octicons</a> : The main
|
|
DMS icon</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="maintainers">
|
|
<h2><a class="toc-backref" href="#toc-entry-18">Maintainers</a></h2>
|
|
<p>This module is maintained by the OCA.</p>
|
|
<a class="reference external image-reference" href="https://odoo-community.org">
|
|
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
|
</a>
|
|
<p>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.</p>
|
|
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/dms/tree/17.0/dms">OCA/dms</a> project on GitHub.</p>
|
|
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
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|
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