oca-technical/odoo-bringout-oca-dms-dms/dms/readme/CONFIGURE.rst

To configure this module, you need to:

#. Go to *Documents -> Configuration -> Storages*.
#. Create a new document storage. You can choose between two options on `Save Type`:
    * `Database`: Store the files on the database as a field
    * `Attachment`: Store the files as attachments
#. Next create an administrative access group. Go to *Configuration -> Access Groups*.
    * Create a new group, name it appropriately, and turn on all three permissions (Create, Write and Unlink - Read is implied and always enabled).
    * Add any other top-level administrative users to the group if needed (your user should already be there).
    * You can create other groups in here later for fine grained access control.
#. Afterwards go to *Documents -> Directories*.
#. Create a new directory, mark it as root and select the previously created setting.
    * Select the *Groups* tab and add your administrative group created above.
#. On the Directory you can also add other access groups (created above) that will be able to:
    * read
    * create
    * write
    * delete


Migration
~~~~~~~~~

If you need to modify the storage Save Type you might want to migrate the file data.
In order to achieve it you need to:

#. Go to *Documents -> Configuration -> Storage* and select the storage you want to modify
#. Modify the save type
#. Press the button `Migrate files` if you want to migrate all the files at once
#. Press the button `Manual File Migration` in order to specify files one by one

You can check all the files that still needs to be migrated from all storages
and migrate them manually on *Documents -> Configuration -> Migration*


File Wizard Selection
~~~~~~~~~~~~~~~~~~~~~

There is an action called `action_dms_file_wizard_selector` 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.