Saving Documents in Odoo from the Subscription Module

In this post, we provide you with detailed, step-by-step instructions on how to save documents in Odoo, both from the perspective of the administrator in the Back-End, and the member in the Front-End.

Back-End (Administrator):

1. Accessing the Subscription Module:
   • Log in to your Odoo account.
   • From the dashboard, select the Subscription module.
2. Find the Associated Project:
   • Use the search bar within the Subscription module to locate the subscription related to the project you are interested in.
   • You can search by customer name, subscription number, or any other relevant identifier..
   • Click on the desired subscription to open the details.
3. Access the Generated Project::
   • Within the subscription, look for a section or tab that refers to projects (this may vary depending on your Odoo configuration).
   • Click on the link or button that directs you to the project generated from the subscription.
4. Navigate to the Projects Module:
   • You will be automatically redirected to the Projects module where the generated project is located..
   • Here, you can access the project and share it in editable format..
5. Invite Subscriber to Upload Documents:
   • Select the share option and send the invitation to the subscriber to upload documents to the project.
   • Send the invitation via the member's email.

Front-End (Member):

1. Select the Projects Button:
   • Log in and select the Projects button on the platform
2. Enter the Project:
   • Open the assigned project from the list of available projects.
3. Create an Activity or Task:
   • Create a new activity or task by selecting the Kanban style, naming it "Task" followed by the month of the task (example: Task08).
   • Go to Task08 to continue.
4. Send a message:
   • Send a message on the corresponding task to keep track of the activity.
5. Upload Documents to the Project:
   • Click the Upload Document or Add File button\attachment icon
   • Select the file from your computer and upload it to the project.
6. Confirm Send:
   • Review the document details, such as name, description, and category..
   • Click Submit to confirm submitting the document to the project.
7. Verification:
   • Make sure the document has been sent correctly and is available. You should see the message that was sent
   • You can return to the Project Documents section to review or download the file at any time.