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Document-Attachement Extension with Directory and Numbering

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Required Apps Discuss (mail)
Project (project)
Community Apps Dependencies bi_odoo_document_version
Technical Name bi_document
License OPL-1
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Technical Name bi_document
License OPL-1

Introduction

This module improves document attachment handling in Odoo by introducing structured directories and automatic numbering. It allows businesses to organize attachments by models, apply unique numbering sequences, and manage access efficiently. With its robust foundation, it supports clear document structures and enhances overall efficiency in managing files within Odoo.

Key Features

  • Create structured directories or folders based on business models

  • Assign unique numbering sequences for documents in each directory

  • Apply directory-level access control to manage user permissions

  • View directory hierarchy with intuitive navigation

  • Introduce a dedicated Document Manager role for better rights management

  • Default numbering sequence available for attachments outside defined directories

Benefits

  • Streamlines document storage through organized directory structures

  • Simplifies document tracking with automated numbering

  • Strengthens control with group-based security settings

  • Improves usability with clear hierarchical directory views

  • Ensures transparency of permissions with dedicated management roles

  • Maintains order even when documents are outside predefined directories

Compatibility & Technical Details

  • Technical Name: bi_document

  • License: OPL-1 (Odoo Proprietary License v1.0)

  • Dependencies: Discuss (mail), Project (project), and optional document versioning

  • Installation Steps:

    1. Copy the module folder into your Odoo add-ons path.

    2. Update the module list in Odoo.

    3. Install the module through the Odoo interface.

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.