[IMP] on-premise: remove too many users upsell alert block

task-4343506

X-original-commit: b923389182

content/administration/on_premise.rst

@@ -61,8 +61,8 @@ To resolve the issue:
   your **network and firewall settings** allow the Odoo server to open outgoing connections
   towards:
 
-  - Odoo 18.0 and above: `services.odoo.com` on port `443` (or `80`)
-  - Odoo 17.0 and below: `services.openerp.com` on port `443` (or `80`)
+  - Odoo 18.0 and above: `services.odoo.com` on port `80`
+  - Odoo 17.0 and below: `services.openerp.com` on port `80`
 
   These ports must be kept open even after registering a database, as the update notification runs
   once a week.
@@ -85,12 +85,6 @@ To resolve the issue, either:
   displayed in the message to validate the upsell quotation and pay for the extra users.
 - :ref:`Deactivate users <users/deactivate>` and **reject** the upsell quotation.
 
-.. important::
-   If you are on a monthly subscription plan, the database will automatically update to reflect the
-   added user(s). If you are on a yearly or multi-year plan, an expiration banner will appear in the
-   database. You can create the upsell quotation by clicking the banner to update the subscription
-   or `send a support ticket <https://www.odoo.com/help>`_ to resolve the issue.
-
 Once your database has the correct number of users, the expiration message disappears automatically
 after a few days, when the next verification occurs.
 

content/applications/finance/fiscal_localizations.rst

@@ -4,128 +4,163 @@
 Fiscal localizations
 ====================
 
+Fiscal localizations are country-specific modules that allow you to be compliant with a country's
+fiscal requirements. Most of these modules are related to the :ref:`Accounting
+<fiscal_localizations/accounting>` or :ref:`Payroll <fiscal_localizations/payroll>` app, but they
+can also be necessary for other apps such as Point of Sale, eCommerce, etc., depending on a
+country's fiscal requirements.
+
 .. _fiscal_localizations/packages:
 
-Fiscal localization packages
-============================
+Configuration
+=============
 
-**Fiscal Localization Packages** are country-specific modules that install pre-configured taxes,
-fiscal positions, chart of accounts, and legal statements on your database. Some additional
-features, such as the configuration of specific certificates, are also added to your Accounting app,
-following your fiscal administration requirements.
+Odoo should automatically install the required fiscal localization modules based on the company's
+country when the related app is installed. Refer to the :ref:`list of countries
+<fiscal_localizations/countries-list>` to view the currently supported countries and access their
+specific documentation.
 
 .. note::
-   Odoo continuously adds new localizations and improves the existing packages.
+   Each company in a multi-company environment can use different fiscal localization modules.
 
-Configuration
--------------
+.. _fiscal_localizations/accounting:
 
-Odoo automatically installs the appropriate package for your company, according to the country
-selected at the creation of the database.
+Accounting
+----------
 
-.. important::
-   As long as you haven't posted any entry, you can still select another package.
+Verify the right package of modules is installed by going to :menuselection:`Accounting -->
+Configuration --> Settings` and checking the :guilabel:`Package` field under the :guilabel:`Fiscal
+Localization` section. Select another one if necessary.
 
-To select a fiscal localization package for your company, go to :menuselection:`Accounting -->
-Configuration --> Settings --> Fiscal Localization`, select the appropriate package from the list
-and save.
+.. warning::
+   Selecting another package is only possible if no entry has been posted.
 
-.. image:: fiscal_localizations/package-selection.png
-   :alt: Select your country's fiscal localization package in Odoo Accounting.
+These packages require fine-tuning the chart of accounts, activating the taxes to be used,
+configuring the country-specific statements and certifications, and sometimes more.
 
-Use
----
+.. _fiscal_localizations/payroll:
 
-These packages require you to fine-tune your chart of accounts according to your needs, activate the
-taxes you use, and configure your country-specific statements and certifications.
+Payroll
+-------
 
-.. seealso::
-   - :doc:`accounting/get_started/chart_of_accounts`
-   - :doc:`accounting/taxes`
+Localization settings can be accessed by going to :menuselection:`Payroll --> Configuration -->
+Settings` and searching for the country's **Localization** section.
 
 .. _fiscal_localizations/countries-list:
 
-List of supported countries
-===========================
+List of countries
+=================
 
-Odoo Accounting can be used in many countries out of the box by installing the appropriate module.
-Here is a list of all :ref:`fiscal localization package <fiscal_localizations/packages>` that are
-available on Odoo.
+Fiscal localization modules are available for the countries listed below.
 
-- Algeria - Accounting
-- :doc:`Argentina - Accounting <fiscal_localizations/argentina>`
-- :doc:`Australian - Accounting <fiscal_localizations/australia>`
-- :doc:`Austria - Accounting <fiscal_localizations/austria>`
-- :doc:`Belgium - Accounting <fiscal_localizations/belgium>`
-- Bolivia - Accounting
-- :doc:`Brazilian - Accounting <fiscal_localizations/brazil>`
-- :doc:`Canada - Accounting <fiscal_localizations/canada>`
-- :doc:`Chile - Accounting <fiscal_localizations/chile>`
-- China - Accounting
-- :doc:`Colombia - Accounting <fiscal_localizations/colombia>`
-- Costa Rica - Accounting
-- Croatia - Accounting (RRIF 2012)
-- Czech - Accounting
-- Denmark - Accounting
-- Dominican Republic - Accounting
-- :doc:`Ecuadorian - Accounting <fiscal_localizations/ecuador>`
-- :doc:`Egypt - Accounting <fiscal_localizations/egypt>`
-- Ethiopia - Accounting
-- Finnish Localization
-- :doc:`France - Accounting <fiscal_localizations/france>`
-- Generic - Accounting
+.. note::
+   New countries are frequently added to this list and Odoo keeps expanding and improving existing
+   localizations and the related documentation.
+
+- Algeria
+- :doc:`Argentina <fiscal_localizations/argentina>`
+- :doc:`Australia <fiscal_localizations/australia>`
+- :doc:`Austria <fiscal_localizations/austria>`
+- Bangladesh
+- :doc:`Belgium <fiscal_localizations/belgium>`
+- Benin
+- Bolivia
+- :doc:`Brazil <fiscal_localizations/brazil>`
+- Burkina Faso
+- Bulgaria
+- Cameroon
+- :doc:`Canada <fiscal_localizations/canada>`
+- Central African Republic
+- Chad
+- :doc:`Chile <fiscal_localizations/chile>`
+- China
+- :doc:`Colombia <fiscal_localizations/colombia>`
+- Comoros
+- Congo
+- Costa Rica
+- Croatia
+- Cyprus
+- Czech Republic
+- Democratic Republic of the Congo
+- Denmark
+- Dominican Republic
+- :doc:`Ecuador <fiscal_localizations/ecuador>`
+- :doc:`Egypt <fiscal_localizations/egypt>`
+- Equatorial Guinea
+- Estonia
+- Ethiopia
+- Finland
+- :doc:`France <fiscal_localizations/france>`
+- Gabon
 - :doc:`Germany <fiscal_localizations/germany>`
+- Guinea
+- Greece
+- Guatemala
+- Guinea-Bissau
+- Honduras
+- :doc:`Hong Kong <fiscal_localizations/hong_kong>`
+- Hungary
+- :doc:`India <fiscal_localizations/india>`
+- :doc:`Indonesia <fiscal_localizations/indonesia>`
+- :doc:`Italy <fiscal_localizations/italy>`
+- Ivory Coast
+- Japan
+- Jordan
+- Kazakhstan
+- :doc:`Kenya <fiscal_localizations/kenya>`
+- Kuwait
+- Latvia
+- Lithuania
+- :doc:`Luxembourg <fiscal_localizations/luxembourg>`
+- Mali
+- Malta
+- Mauritius
+- :doc:`Malaysia <fiscal_localizations/malaysia>`
+- :doc:`Mexico <fiscal_localizations/mexico>`
+- Mongolia
+- Morocco
+- Mozambique
+- :doc:`Netherlands <fiscal_localizations/netherlands>`
+- :doc:`New Zealand <fiscal_localizations/new_zealand>`
+- Niger
+- Nigeria
+- Norway
+- Pakistan
+- Panama
+- :doc:`Peru <fiscal_localizations/peru>`
+- :doc:`Philippines <fiscal_localizations/philippines>`
+- Poland
+- Portugal
+- Qatar
+- :doc:`Romania <fiscal_localizations/romania>`
+- Rwanda
+- :doc:`Saudi Arabia <fiscal_localizations/saudi_arabia>`
+- Senegal
+- Serbia
+- :doc:`Singapore <fiscal_localizations/singapore>`
+- Slovakia
+- Slovenia
+- South Africa
+- :doc:`Spain <fiscal_localizations/spain>`
+- Sweden
+- :doc:`Switzerland <fiscal_localizations/switzerland>`
+- Taiwan
+- Tanzania
+- :doc:`Thailand <fiscal_localizations/thailand>`
+- Tunisia
+- Türkiye
+- Uganda
+- Ukraine
+- :doc:`United Arab Emirates <fiscal_localizations/united_arab_emirates>`
+- :doc:`United Kingdom <fiscal_localizations/united_kingdom>`
+- :doc:`United States of America <fiscal_localizations/united_states>`
+- :doc:`Uruguay <fiscal_localizations/uruguay>`
+- Venezuela
+- :doc:`Vietnam <fiscal_localizations/vietnam>`
+- Zambia
 
-  - Germany SKR03 - Accounting
-  - Germany SKR04 - Accounting
-
-- Greece - Accounting
-- Guatemala - Accounting
-- Honduras - Accounting
-- :doc:`Hong Kong - Accounting <fiscal_localizations/hong_kong>`
-- Hungarian - Accounting
-- :doc:`Indian - Accounting <fiscal_localizations/india>`
-- :doc:`Indonesian - Accounting <fiscal_localizations/indonesia>`
-- Ireland - Accounting
-- Israel - Accounting
-- :doc:`Italy - Accounting <fiscal_localizations/italy>`
-- Japan - Accounting
-- :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
-- Lithuania - Accounting
-- :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
-- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
-- Maroc - Accounting
-- :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
-- Mongolia - Accounting
-- :doc:`Netherlands - Accounting <fiscal_localizations/netherlands>`
-- :doc:`New Zealand - Accounting <fiscal_localizations/new_zealand>`
-- Norway - Accounting
-- OHADA - Accounting
-- Pakistan - Accounting
-- Panama - Accounting
-- :doc:`Peru - Accounting <fiscal_localizations/peru>`
-- :doc:`Philippines - Accounting <fiscal_localizations/philippines>`
-- Poland - Accounting
-- Portugal - Accounting
-- :doc:`Romania - Accounting <fiscal_localizations/romania>`
-- :doc:`Saudi Arabia - Accounting <fiscal_localizations/saudi_arabia>`
-- :doc:`Singapore - Accounting <fiscal_localizations/singapore>`
-- Slovak - Accounting
-- Slovenian - Accounting
-- South Africa - Accounting
-- :doc:`Spain - Accounting (PGCE 2008) <fiscal_localizations/spain>`
-- Sweden - Accounting
-- :doc:`Switzerland - Accounting <fiscal_localizations/switzerland>`
-- Taiwan - Accounting
-- :doc:`Thailand - Accounting <fiscal_localizations/thailand>`
-- Turkey - Accounting
-- :doc:`United Arab Emirates - Accounting <fiscal_localizations/united_arab_emirates>`
-- :doc:`UK - Accounting <fiscal_localizations/united_kingdom>`
-- Ukraine - Accounting
-- :doc:`United States - Accounting <fiscal_localizations/united_states>`
-- :doc:`Uruguay - Accounting <fiscal_localizations/uruguay>`
-- Venezuela - Accounting
-- :doc:`Vietnam - Accounting <fiscal_localizations/vietnam>`
+.. seealso::
+   :doc:`Employment Hero Payroll documentation <fiscal_localizations/employment_hero>`
 
 .. toctree::
    :titlesonly:

content/applications/finance/fiscal_localizations/brazil.rst

@@ -24,6 +24,17 @@ with AvaTax.
 The localization also includes taxes and a chart of accounts template that can be modified if
 needed.
 
+.. seealso::
+   Links to helpful resources for the Brazilian localization, including onboarding materials and
+   videos:
+
+   - `Onboarding checklist for new users
+     <https://docs.google.com/document/d/e/2PACX-1vSNYTYVnR_BzvQKL3kn5YdVzPjjHc-WHw_U3udk5tz_dJXo69woj9QrTMinH_siyOX2rLGjvspvc8AF/pub>`_.
+   - `YouTube playlist - Brazil (Localization)
+     <https://youtube.com/playlist?list=PL1-aSABtP6ADqexw4YNCbKPmpFggajxlX&si=RgmZR3Jco3223Np4>`_.
+   - `YouTube playlist - Tutoriais Odoo em Português
+     <https://youtube.com/playlist?list=PL1-aSABtP6ACGOW2UREePGjHQ2Bgdy-UZ&si=j6tiI36eB7BoKVQB>`_.
+
 Configuration
 =============
 

content/applications/finance/fiscal_localizations/india.rst

@@ -25,6 +25,9 @@ localization:
    * - :guilabel:`Indian E-waybill`
      - `l10n_in_edi_ewaybill`
      - :ref:`Indian E-way bill integration <india/e-waybill>`
+   * - :guilabel:`Indian - Check GST Number Status`
+     - `l10n_in_gstin_status`
+     - :ref:`Indian Check GST Number Status <india/gstin_status>`
    * - :guilabel:`Indian - GSTR India eFiling`
      - `l10n_in_reports_gstr`
      - :ref:`Indian GST Return filing <india/gstr>`
@@ -348,6 +351,26 @@ fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Th
      the government portal. You can click :guilabel:`Process Now` if you want to process the invoice
      immediately.
 
+.. _india/gstin_status:
+
+Indian Check GSTIN Status
+=========================
+
+The :guilabel:`Indian - Check GST Number Status` module allows you to verify the status of a
+:abbr:`GSTIN (Goods and Services Tax Identification Number)` directly from Odoo.
+
+To verify the status of a contact's GST number, access the customer's/vendor's form and click
+:guilabel:`Check GSTIN Status` next to the :guilabel:`GSTIN` field.
+
+To verify the status of a GST number entered on an invoice/bill, access the invoice/bill and click
+the :icon:`fa-refresh` (:guilabel:`refresh`) button next to the :guilabel:`GST Status` field.
+
+.. image:: india/gstin-status-invoice.png
+   :alt: Check GSTIN status of an invoice
+
+A notification is displayed to confirm the status update and the GSTIN status and verification date
+are logged in the contact's chatter.
+
 .. _india/gstr:
 
 Indian GST Return filing

content/applications/hr/payroll.rst

@@ -29,6 +29,8 @@ The accounting section of the configuration menu relates to three options:
   created from all the accounting entries from the same period. This disables the generation of
   single payments.
 
+.. _payroll-localizations:
+
 Localizations
 -------------
 

content/applications/productivity/discuss.rst

@@ -1,105 +1,169 @@
 :show-content:
-:show-toc:
+:hide-page-toc:
 
 =======
 Discuss
 =======
 
-Odoo *Discuss* is an internal communication app that allows users to connect through messages,
-notes, and file sharing, either through a persistent chat window that works across applications, or
-through the dedicated *Discuss* dashboard.
+Odoo **Discuss** is an internal communication app that allows users to connect through messages,
+notes, file sharing, and video calls. **Discuss** enables communication through a persistent chat
+window that works across applications, or through the dedicated *Discuss* dashboard.
 
-.. _discuss_app/notification_preferences:
+Upon opening the :menuselection:`Discuss app`, the :guilabel:`Discuss` dashboard appears.
 
-Choose notifications preference
-===============================
+Inbox, starred, and history
+===========================
 
-Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app
---> Users --> User --> Preferences tab`.
+Upon opening the :menuselection:`Discuss app`, the *Discuss* dashboard appears.
 
-.. image:: discuss/preferences-user.png
-   :alt: View of the Preferences tab for Odoo Discuss.
+On the :guilabel:`Discuss` dashboard, unread messages are visible in the :icon:`fa-inbox`
+:guilabel:`Inbox`. :icon:`fa-star-o` :guilabel:`Starred` is where starred messages are stored.
+:icon:`fa-history` :guilabel:`History` shows chatter updates for records in the Odoo database the
+user has been assigned to, or tagged on.
 
-By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
-setting enabled, a notification email will be sent by Odoo every time a message is sent from the
-chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record
-that the user follows. Something that triggers a notification is changing of the stage (if an email\
-is configured to be sent, for example if the task is set to :guilabel:`Done`).
+Direct messages
+===============
 
-By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's
-*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking
-:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional
-actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the
-message by selecting :guilabel:`Pin` or even mark the message as unread by selecting
-:guilabel:`Marked as unread`.
-
-.. image:: discuss/reactions-discuss.png
-   :alt: View of an inbox message and its action options in Odoo Discuss.
-
-Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page,
-while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`.
-
-.. image:: discuss/starred-messages.png
-   :alt: View of messages marked as todo in Odoo Discuss.
-
-Start chatting
-==============
-
-The first time a user logs in to their account, OdooBot sends a message asking for permission to
-send desktop notifications for chats. If accepted, the user will receive push notifications on their
-desktop for the messages they receive, regardless of where the user is in Odoo.
-
-.. image:: discuss/odoobot-push.png
-   :alt: View of the messages under the messaging menu emphasizing the request for push
-         notifications for Odoo Discuss.
+*Direct messages* allow the user to communicate privately with one or multiple team members. To
+start a new direct message, click the :icon:`fa-plus` icon, next to :guilabel:`Direct Messages` on
+the :guilabel:`Discuss` dashboard, and enter the name of the desired person in the :guilabel:`Start
+a conversation` search bar that appears.
 
 .. tip::
-   To stop receiving desktop notifications, reset the notifications settings of the browser.
+   Multiple names can be selected in the :guilabel:`Start a conversation` search bar. Once all of
+   the names have been entered, press :kbd:`Enter`.
 
-To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon
-next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard.
+Direct message actions
+----------------------
 
-.. image:: discuss/channels-direct-messages.png
-   :height: 400
-   :alt: View of Discuss's panel emphasizing the titles channels and direct messages in Odoo
-         Discuss.
+Hover over a direct message in the chat window to see a menu of actions to take on the message.
 
-A company can also easily create :doc:`public and private channels <discuss/team_communication>`.
+- :icon:`oi-smile-add` :guilabel:`(Add a Reaction)`: open a drop-down menu of emojis that can be
+  used to react to the direct message.
+- :icon:`fa-reply` :guilabel:`(Reply)`: reply to the direct message in a thread.
+- :icon:`fa-star-o` :guilabel:`(Mark as Todo)`: add the message to the :guilabel:`Starred` tab.
+- :icon:`fa-ellipsis-h` :guilabel:`(Expand)`: reveals more message actions, including:
 
-Mentions in the chat and on the chatter
----------------------------------------
+  - :icon:`fa-thumb-tack` :guilabel:`Pin`
+  - :icon:`fa-eye-slash` :guilabel:`Mark as Unread`
+  - :icon:`fa-pencil` :guilabel:`Edit`
+  - :icon:`fa-trash` :guilabel:`Delete`
 
-To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type
-`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending
-on their communication settings.
+Conversation actions
+--------------------
 
-.. image:: discuss/chat-windows.png
-   :alt: View of a couple of chat window messages for Odoo Discuss.
+The icons in the top-right corner of a direct message conversation represent different actions the
+user can take on that conversation.
 
-.. tip::
-   When a user is mentioned, the search list (list of names) suggests values first based on the
-   task's followers, and secondly on employees. If the record being searched does not match with
-   either a follower or employee, the scope of the search becomes all partners.
+Click :icon:`fa-bell` :guilabel:`Notification Settings` to set up notification preferences for the
+conversation, or click :icon:`fa-phone` :guilabel:`Start a Call` to begin a meeting. See the
+:ref:`Meetings <discuss/meetings>` section for more information about meetings.
+
+At the top of the direct message window, click the name of the direct message to change the group
+name, and choose to add a description in the adjacent :guilabel:`Add a description` field.
+
+.. image:: discuss/conversation-actions.png
+   :alt: View of the conversation actions.
+
+
+.. note::
+   The :guilabel:`Add a description` field is **only** available for group messages with more than
+   two participants.
 
 User status
 -----------
 
-It is helpful to see what colleagues are up to and how quickly they can respond to messages by
-checking their *status*. The status is shown on the left side of a contact's name on the
-:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*.
+It is helpful to see what colleagues are up to, and how quickly they can respond to messages, by
+checking their status. The status is displayed as a circle in the bottom-right corner of a contact's
+photo in the :icon:`fa-users` :guilabel:`(Members List)`.
+
+The color of the circle represents the user's status:
 
 - Green = online
 - Orange = away
 - White = offline
 - Airplane = out of the office
 
-.. image:: discuss/status.png
-   :height: 300
-   :alt: View of the contacts' status for Odoo Discuss.
+Leave a direct message conversation
+-----------------------------------
+
+To leave a direct message conversations, click the :icon:`fa-times` :guilabel:`(Leave this channel)`
+icon next to the conversation name in the :guilabel:`Direct Messages` section of the sidebar.
+
+.. note::
+   Leaving a conversation does **not** delete the direct messages in the conversation. The direct
+   message conversation's history is visible when another direct message with the same person, or
+   group, is created.
+
+.. _discuss/meetings:
+
+Meetings
+========
+
+In **Discuss**, *Meetings* are video calls. To start a meeting from the :guilabel:`Discuss`
+dashboard, click :guilabel:`Start a meeting` in the top-left corner, and select who to invite to the
+meeting, via the :guilabel:`Invite People` drop-down window that appears. To start a meeting from a
+direct message, click the :icon:`fa-phone` :guilabel:`Start a Call` icon in the top-right corner.
+
+.. image:: discuss/meeting.png
+   :alt: View of a Meeting in Odoo Discuss.
+
+Once a meeting has been started, the following buttons can be used:
+
++-----------------------------+--------------------------------+
+| Icon                        | Use                            |
++=============================+================================+
+| :icon:`fa-microphone`       | :guilabel:`Mute`               |
++-----------------------------+--------------------------------+
+| :icon:`fa-microphone-slash` | :guilabel:`Unmute`             |
++-----------------------------+--------------------------------+
+| :icon:`fa-headphones`       | :guilabel:`Deafen`             |
++-----------------------------+--------------------------------+
+| :icon:`fa-deaf`             | :guilabel:`Undeafen`           |
++-----------------------------+--------------------------------+
+| :icon:`fa-video-camera`     | :guilabel:`Turn camera on/off` |
++-----------------------------+--------------------------------+
+| :icon:`fa-hand-paper-o`     | :guilabel:`Raise Hand`         |
++-----------------------------+--------------------------------+
+| :icon:`fa-desktop`          | :guilabel:`Share Screen`       |
++-----------------------------+--------------------------------+
+| :icon:`fa-arrows-alt`       | :guilabel:`Enter Full Screen`  |
++-----------------------------+--------------------------------+
+
+.. _discuss_app/notification_preferences:
+
+User-specific notification preferences
+======================================
+
+Access user-specific preferences for the **Discuss** app by navigating to :menuselection:`Settings
+app --> Manage Users`, select a user, then click the :guilabel:`Preferences` tab.
+
+.. image:: discuss/preferences-user.png
+   :alt: View of the Preferences tab for Odoo Discuss.
+
+By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
+setting enabled, a notification email is sent by Odoo every time a message is sent from the chatter
+of a record, a note is sent with an `@` mention (from the chatter of a record), or a notification is
+sent for a record the user follows.
+
+By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the **Discuss** app's
+*Inbox*.
+
+Chat from different applications
+================================
+
+The **Discuss** application enables communication across all of Odoo's applications. To view chats
+and channels, or start a new message, select the speech bubbles that are consistently present in the
+upper-right corner of the database header.
+
+.. image:: discuss/discuss-in-other-apps.png
+   :alt: Use Discuss across other applications by clicking the speech bubbles.
 
 .. seealso::
    - :doc:`discuss/team_communication`
    - :doc:`/applications/essentials/activities`
+   - :doc:`discuss/ice_servers`
+   - :doc:`discuss/chatter`
 
 .. toctree::
    :titlesonly:

content/applications/productivity/voip/axivox/axivox_config.rst

@@ -6,7 +6,7 @@ Introduction
 ============
 
 Odoo VoIP (Voice over Internet Protocol) can be set up to work together with `Axivox
-<https://www.axivox.com/>`_. In that case, an Asterisk server is **not** necessary, as the
+<https://www.axivox.com/>`_. In that case, a VoIP server is **not** necessary, as the
 infrastructure is hosted and managed by Axivox.
 
 To use this service, `contact Axivox <https://www.axivox.com/en/contact>`_ to open an account.
@@ -20,7 +20,7 @@ To configure Axivox in Odoo, go to the :menuselection:`Apps` application, and se
 Then, install the :guilabel:`VoIP` module.
 
 Next, go to :menuselection:`Settings app --> General Settings --> Integrations section`, and fill
-out the :guilabel:`Asterisk (VoIP)` field:
+out the :guilabel:`VoIP` field:
 
 - :guilabel:`OnSIP Domain`: set the domain created by Axivox for the account (e.g.,
   `yourcompany.axivox.com`)

content/applications/productivity/voip/onsip.rst

@@ -46,15 +46,15 @@ Odoo VoIP setting
 -----------------
 
 After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings app`, scroll down to
-the :guilabel:`Integrations` section, and locate the :guilabel:`Asterisk (VoIP)` fields. Then,
-proceed to fill in those three fields with the following information:
+the :guilabel:`Integrations` section, and locate the :guilabel:`VoIP` fields. Then, proceed to fill
+in those three fields with the following information:
 
 - :guilabel:`OnSIP Domain`: the domain that was assigned when creating an account on `OnSIP
   <https://www.onsip.com/>`_.
 - :guilabel:`WebSocket`: `wss://edge.sip.onsip.com`
 - :guilabel:`VoIP Environment`: :guilabel:`Production`
 
-.. image:: onsip/asterisk-setting.png
+.. image:: onsip/voip-setting.png
    :align: center
    :alt: VoIP configuration settings in Odoo Settings app.
 

content/applications/sales/sales/send_quotations/pdf_quote_builder.rst

@@ -7,8 +7,8 @@ customized PDF file for quotes, showcasing the company and products, with variou
 design elements, instead of just showing the price and total.
 
 The PDF Quote Builder groups header pages, product descriptions, the price(s), and footer pages to
-create a detailed quote. It can also inject dynamic texts in the PDF to personalize the offer for
-the customer.
+create a detailed quote. It can also inject dynamic texts or custom notes in the PDF to personalize
+the offer for the customer.
 
 Having a customized PDF in quotes provides a heightened conclusion to the shopping experience for
 customers, and adds an elegant level of professionalism to a company.
@@ -30,28 +30,45 @@ To do that, navigate to :menuselection:`Sales app --> Configuration --> Settings
 :guilabel:`Settings` page, scroll to the :guilabel:`Quotations & Orders` section, and locate the
 :guilabel:`PDF Quote builder` feature.
 
-.. image:: pdf_quote_builder/pdf-quote-builder-feature.png
-   :align: center
-   :alt: The PDF Quote Builder feature located on the Settings page of the Sales application.
+Add PDF as Header/Footer
+========================
 
-Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be uploaded. To upload
-either, click the :guilabel:`Upload your file` button, or the :guilabel:`✏️ (pencil)` icon to the
-right of the desired field, and proceed to locate, select, and upload the desired PDF file.
+In Odoo *Sales*, it's possible to add a custom PDF that can be used either as a header or a footer.
+When the PDF quote builder is activated in a quotation, you can then select as many headers and
+footers as you wish to use, these PDF will then also be inserted in the final PDF.
+
+To add a custom PDF as header or footer, start by navigating to
+:menuselection:`Sales app --> Configuration --> Headers/Footers`. From this page, either click
+:guilabel:`New` or :guilabel:`Upload`.
+
+Clicking :guilabel:`Upload` instantly provides the opportunity to upload the desired document. Then,
+the document can be further configured on the document card, or by clicking the three dots icon in
+the top right corner of the document card, and then clicking :guilabel:`Edit`.
+
+Clicking :guilabel:`New` reveals a blank documents form, in which the desired PDF can be uploaded
+via the :guilabel:`Upload your file` button on the form, located in the :guilabel:`File Content`
+field.
+
+Various information and configurations related to the uploaded document can be modified here.
+
+The first field on the documents form is for the :guilabel:`Name` of the document, and it is
+grayed-out (not clickable) until a document is uploaded. Once a PDF has been uploaded, the
+:guilabel:`Name` field is auto-populated with the name of the PDF, and it can then be edited.
+
+Then, in the :guilabel:`Document Type` field, click the drop-down menu, and select either:
+:guilabel:`Header`, or :guilabel:`Footer` to define whether these files would be selectable to be at
+the beginning or at the end of your quote.
+
+Under this, in the :guilabel:`Quotation Templates` section, you can restrict this PDF to some  quotation
+templates only.
 
 .. note::
-   Headers and footers can also be added directly in a quotation template, so it's possible to have
-   different variations per template.
+   Alternatively, you can also navigate to
+   :menuselection:`Sales app --> Configuration --> Quotation Templates`, select a template and
+   directly :guilabel:`Add` or :guilabel:`Upload` a PDF to it in the :guilabel:`Quote Builder` tab.
 
-Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and replaces the blank field
-with an :guilabel:`Upload your file` button.
-
-Once the desired PDF file(s) are uploaded in the appropriate fields in the :guilabel:`PDF Quote
-builder` section of the *Sales* :guilabel:`Settings` page, be sure to click :guilabel:`Save`.
-
-The files uploaded here will be the default PDF used for all quotes.
-
-.. note::
-   Values set in the PDF Quote Builder settings are company-specific.
+Lastly, beside the :guilabel:`File Content` field, you have the possibility to
+:guilabel:`Configure dynamic fields`.
 
 Dynamic text in PDFs
 ====================
@@ -65,7 +82,10 @@ automatically fills those values in with information related to the quote.
 Dynamic text values
 -------------------
 
-Below are common dynamic text values used in custom PDFs, and what they represent:
+Below are common dynamic text values used in custom PDFs that are already mapped to the correct
+fields, and what they represent.
+
+For headers and footers PDF:
 
 - :guilabel:`name`: Sales Order Reference
 - :guilabel:`partner_id__name`: Customer Name
@@ -76,12 +96,8 @@ Below are common dynamic text values used in custom PDFs, and what they represen
 - :guilabel:`validity_date`: Expiration Date
 - :guilabel:`client_order_ref`: Customer Reference
 
-.. note::
-   Double underscore notation for :guilabel:`partner_id__name` and :guilabel:`user_id__name` values
-   are used in place of the typically used `.` symbol because the library currently does not support
-   the `.` symbol.
 
-Product-specific dynamic text values are as follows:
+For product PDF:
 
 - :guilabel:`description`: Product Description
 - :guilabel:`quantity`: Quantity
@@ -93,6 +109,13 @@ Product-specific dynamic text values are as follows:
 - :guilabel:`tax_excl_price`: Tax Excluded Price
 - :guilabel:`tax_incl_price`: Tax Included Price
 
+After uploading a PDF, you can then :guilabel:`Configure dynamic fields`. This will allow you to map
+any field name found in your PDF to the field you want to show by writing down any existing path.
+Headers and footers starts from the current :guilabel:`sale_order` model, whereas product document
+follows their path from their :guilabel:`sale_order_line`.
+Leaving that path empty allows you to fill a custom notes, directly from the specific quote that
+requires it.
+
 .. example::
    When a PDF is built, it's best practice to use common dynamic text values (:guilabel:`name` and
    :guilabel:`partner_id_name`). When uploaded into the database, Odoo auto-populates those fields
@@ -106,11 +129,20 @@ Product-specific dynamic text values are as follows:
       :alt: PDF quote being built using common dynamic placeholders.
 
 Once the PDF file(s) are complete, save them to the computer's hard drive, and proceed to upload
-them to Odoo via :menuselection:`Sales app --> Configuration --> Settings --> PDF Quote builder`.
+them to Odoo via :menuselection:`Sales app --> Configuration --> Headers/Footers`.
 
-Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer pages` field.
+.. example::
+   When uploading PDF containing the form field :guilabel:`invoice_partner_country`, which is an
+   information available in the sales order, configure the :guilabel:`path` of the
+   :guilabel:`Form Field Name` to:
+   - :guilabel:`partner_invoice_id.country_id.name` for a header or footer document
+   - :guilabel:`order_id.partner_invoice_id.country_id.name` for a product document
+   fills the form with the invoice partner country's name when the PDF is built.
 
-Once the upload(s) are complete, click :guilabel:`Save`.
+.. example::
+   When uploading any PDF containing the form field :guilabel:`custom_note`, leaving the
+   :guilabel:`path` empty allows the seller to write down any note where that form field is in that
+   document and shown when the PDF is built.
 
 Add PDF to product
 ==================
@@ -188,6 +220,11 @@ quote`.
        :align: center
        :alt: Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales.
 
+Beside the :guilabel:`File Content` field, you have the possibility to
+:guilabel:`Configure dynamic fields`. When doing so, remember that the starting model is the
+:guilabel:`sale_order_line`, unlike for headers and footers that start from the
+:guilabel:`sale_order`.
+
 Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to :guilabel:`Show on product
 page` on the front-end (in the online store).
 
@@ -205,6 +242,13 @@ page` on the front-end (in the online store).
 PDF quote
 =========
 
+On a :guilabel:`Sales Order`, in the :guilabel:`Quote Builder` tab, select any document you want to
+be merged within the final PDF. If this document has custom fields, you'll then be able to write
+same notes to fill the PDF.
+
+You can add as many headers, product documents and footers you want to customize your quote to the
+needs of your customers.
+
 Once a quote with a pre-configured PDF has been confirmed, Odoo provides the option to print the
 confirmed quote to check for errors, or to keep for records.
 

content/developer/reference/frontend/javascript_reference.rst

@@ -1202,8 +1202,6 @@ Many2many (`many2many`)
 Many2many Binary File (`many2many_binary`)
     This widget helps the user to upload or delete one or more files at the same time.
 
-    An image preview is available for files with the MIME type "image".
-
     Note that this widget is specific to the model `ir.attachment`.
 
     - Supported field types: `many2many`
@@ -1214,8 +1212,6 @@ Many2many Binary File (`many2many_binary`)
 
         (cf: ``accept`` attribute on `<input type="file" />`)
 
-    - `reverse_order`: set to `true` to add new files at the top of the list (default: `false`, new files are added at the bottom).
-
 Many2many Tags (`many2many_tags`)
     Display a `many2many` field as a list of tags.