| Technical Name |
document_management_app
|
| License | OPL-1 |
Introduction
Transform your business into a streamlined, paperless environment with the Document Management System for Odoo. This comprehensive application provides a robust and user-friendly platform to track, manage, and store all your digital documents directly within your ERP. Designed to replace cumbersome paper-based systems, this module offers a complete solution for organizing files into directories, controlling user access, and sharing information securely. With intuitive features and a clear interface, you can easily manage everything from contracts and invoices to internal memos and project files, ensuring that your critical information is always organized, accessible, and secure.
Key Features
Manage a complete document management system with directories and sub-directories.
View and organize documents in a user-friendly Kanban view.
Filter documents and directories by user, visibility, date, and parent directory.
Control user access rights for creating, viewing, and managing documents.
Utilize configurable tags for both documents and directories for better organization.
Export multiple documents or attachments as a single zip file.
Share documents securely with internal and external partners.
Send documents and attachments directly to partners via email.
Manage document revisions and track different versions of a file.
Support for assigning directories to specific departments for streamlined access.
Benefits
Creates a centralized and secure repository for all your business documents.
Improves efficiency by making it easy to find and share important files.
Enhances security with granular control over user access and permissions.
Reduces paper consumption and supports your paperless office goals.
Simplifies collaboration by providing a single source of truth for all documents.
Saves time with powerful filtering, searching, and bulk-action capabilities.
Compatibility & Technical Details
Required Modules: Discuss (mail), Employees (hr)
License: OPL-1
Technical Name: document_management_app
Installation:
Download the module file.
Place the module folder into your Odoo addons directory.
Restart the Odoo server.
Activate developer mode, navigate to the "Apps" menu, and click "Update Apps List".
Locate the module and click "Install" to complete the setup.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.