Add quick labels chapter
Signed-off-by: Roberto Rosario <roberto.rosario.gonzalez@gmail.com>
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docs/chapters/quick_labels.rst
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56
docs/chapters/quick_labels.rst
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************
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Quick labels
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************
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Quick labels are predetermined filenames that allow the quick renaming of
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documents as they are uploaded or after they have been uploaded.
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Quick labels are added and associated to a document type.
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Example of quick label: Invoice, Receipt from X store, Purchase order.
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It is possible to preserve the file extension when using quick labels.
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Extensions are required for some operating system to be able to detect the
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correct file type to access the content.
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For example if a document file is named "file0001.pdf" and the quick label
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"Receipt from X store" is applied, the resulting document label will be
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"Receipt from X store.pdf".
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Creating quick labels
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=====================
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Since quick labels are associated with document types, creating quick labels
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must be done from the document type view.
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#. Go to the :menuselection:`System --> Setup --> Document types` menu.
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#. In the document type list, click on the :guilabel:`Quick labels` button of
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the document type for which you wish to create a quick label.
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#. In the view titled "Quick labels for document type: <your document type>",
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from the :guilabel:`Actions` dropdown select :guilabel:`Add quick label to document type`.
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#. At the quick label creation form enter the desired label and press :guilabel:`Save`.
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Using quick labels during upload
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================================
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#. Use the new document upload wizard from :menuselection:`Documents --> New document`.
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#. Select a document type and navigate to the penultimate step, where you have
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the option to drag and drop files to upload.
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#. Select a an option from the :guilabel:`Quick document rename` dropdown.
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#. Optionally select the :guilabel:`Preserve extension` checkbox to keep the file
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extension.
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#. Upload your documents.
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Using quick labels for existing documents
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=========================================
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#. Navigate to the document preview view of the document to rename. Make sure
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quick labels for the document type of the document select have been created.
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#. From the :guilabel:`Actions` dropdown select :guilabel:`Edit Properties`.
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#. Select a an option from the :guilabel:`Quick document rename` dropdown.
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#. Optionally select the :guilabel:`Preserve extension` checkbox to keep the file
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extension.
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#. Press :guilabel:`Save` to rename the document.
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@@ -8,3 +8,4 @@ Advanced topics
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.. include:: ../chapters/metadata.rst
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.. include:: ../chapters/transformations.rst
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.. include:: ../chapters/versioning.rst
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.. include:: ../chapters/quick_labels.rst
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