Productivity¶ Documents Configuration Workspaces Tags Access rights Description Documents management Split PDF documents Additional features Request Add a link Share New spreadsheet Workflow actions Create workflow actions Set the conditions Advanced condition type: domain Configure the actions Digitize documents with AI and optical character recognition (OCR) Sign Validity of electronic signatures European Union United States of America Send a document to sign One-time signature Validity dates and reminders Templates Roles Secured identification SMS verification Itsme® Signatory hash Tags Sign order Field types Spreadsheet Link Odoo data Updating data Pivot data Functions Array Database Date Engineering Filter Financial Info Logical Lookup Math Misc Odoo Operators Statistical Text Web Templates Default templates Accounting: budget reports CRM: pipeline revenue reports Sales: sales commission Save a spreadsheet as a template Manage and edit templates Glossary Knowledge Articles editing Add and style content Text editor Cover pictures Icons Commands List of commands Content from other apps Articles management Creation, sharing, and removal of articles Creation Sharing Invite users Share online Removal Structure of articles Categories Properties Add property fields Delete property fields Hide the property panel Calendar Outlook Calendar synchronization Microsoft Azure setup Register application Create client secret Configuration in Odoo Sync with Outlook Sync Odoo Calendar and Outlook Troubleshoot sync Reset options Synchronize Google calendar with Odoo Setup in Google Select (or create) a project Enable Google calendar API OAuth consent screen Create credentials Setup in Odoo Sync calendar in Odoo Troubleshoot sync Reset options Google OAuth FAQ Production vs. testing publishing status No test users added Application Type Discuss Choose notifications preference Start chatting Mentions in the chat and on the chatter User status Use channels for team communication Public and private channels Configuration options Privacy and Members tabs Quick search bar Finding channels Linking channel in chatter Configure ICE servers with Twilio Create a Twilio account Locate the Twilio Account SID and Auth Token Connect Twilio to Odoo Define a list of custom ICE servers Chatter Chatter thread Add followers Manage followers Edit follower subscription Log notes Send messages Expand full composer Edit sent messages Search messages Schedule activities Attach files Integrations WhatsApp Google Translate Translate a chatter message WhatsApp WhatsApp configuration in a Meta Meta business account setup App creation App type App details Add a WhatsApp product to the app Start using the WhatsApp API API Setup Send a test message via terminal WhatsApp configuration in Odoo Configuring webhooks Webhook fields Add phone number Permanent token Go live with the Meta app WhatsApp templates Creating templates in Odoo Buttons Using placeholders and variables Meta template approval Syncing templates Creating templates in Meta Notifications Adding users to chat WhatsApp API FAQ Verification Template errors Duplicate validation error Token errors User error System user error 100 VoIP (Voice over Internet Protocol) Use VoIP services in Odoo with OnSIP Introduction Configuration Odoo VoIP setting Odoo user setting Incoming calls Troubleshooting Missing parameters Incorrect number OnSIP on mobile phone Axivox configuration VoIP services in Odoo with Axivox Introduction Configuration Configure VoIP user in Odoo Manage users in Axivox Overview Incoming numbers New users General tab Forwardings tab Follow Me tab Keys tab SIP Identifiers tab Permissions tab User groups Voicemails and audio messages Set global language Activate voicemail Voicemail Manually create voicemail Notifications Forwarding to voicemail Audio messages Record audio message Write audio message Music on-hold Dynamic caller ID Default outgoing number Users Advanced options Conference calls Add a virtual conference Incoming numbers Start call in Odoo Dial plan basics Dial plans Dialplan editor (visual editor) Dial plan elements Basic elements Basic routing elements Advanced routing elements Advanced elements Attach to incoming number Basic dial plan scenario Advanced dial plans Advanced elements Basic routing elements Digital receptionist scenario Advanced routing elements Dispatcher scenario Time condition scenario Access list scenario Switches Basic switch Add a switch to dial plan Multi-switch Add a multi-switch to dial plan Call queues Add a queue Name Internal extension Strategy Maximum waiting time in seconds Maximum duration of ringing at an agent Adding agents Static agents Dynamic agents Agent connection Connect via Axivox queue Report Connect to queue on Odoo VoIP widget Phone calls Troubleshooting Tabs Recent Next activities Contacts Devices and integrations Odoo VoIP (laptop/desktop computer) Odoo VoIP (tablet/mobile device) Zoiper Lite Linphone Make, receive, transfer, and forward calls Make calls Receive calls Add to call queue Transfer calls Forward calls To-do Creating to-dos Converting to-dos into project tasks Managing the to-do pipeline Scheduling activities Viewing to-dos in the Project app
