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agent-z28 committed Oct 15, 2024
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=========================
Add dms field for account
=========================

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Add the Documents tab with the files in the account move form view.

**Table of contents**

.. contents::
:local:

Configuration
=============

#. *Go to Documents > Configuration > File templates* and create a new record.
#. Set a storage, a model (account.move) and the access groups you want.
#. Click on the "Documents" tab icon and a folder hierarchy will be created.
#. You can set here the hierarchy of directories, subdirectories and files you need, this hierarchy will be used as a base when creating a new record (res.partner for example).

Usage
=====

#. Go to the form view of an existing account move and click on the "Documents" tab icon, a hierarchy of
folders and files linked to that record will be created.
#. Create a new account.move. A hierarchy of folders and files linked to that record will be created.


Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/dms/issues>`_.
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
`feedback <https://github.com/OCA/dms/issues/new?body=module:%20hr_dms_field%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`_:

* Víctor Martínez
* Pedro M. Baeza

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px
:target: https://github.com/victoralmau
:alt: victoralmau

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-victoralmau|

This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/16.0/hr_dms_field>`_ project on GitHub.

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

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