$ 60.28
| Required Apps |
•
Website (website)
• Discuss (mail) • Project (project) |
| Community Apps Dependencies |
bi_odoo_document_version
bi_document_directory_extinsion_security bi_document |
| Technical Name |
bi_document_customer_portal
|
| License | OPL-1 |
| Technical Name |
bi_document_customer_portal
|
| License | OPL-1 |
Introduction
This module enhances customer interactions in Odoo by enabling secure and streamlined document access through the customer portal. It allows managers to assign documents to clients via portal access, empowering customers to download relevant files directly from their account area. Ideal for businesses that require organized document delivery and improved client communication, this module optimizes the portal experience with intuitive document management.
Key Features
Enables download of assigned documents via the customer portal
Supports document access management through “My Account” portal interface
Integrates portal document delivery into Odoo project workflows
Leverages modular dependencies for structured document organization
Enhances customer usability by centralizing document retrieval
Benefits
Improves customer satisfaction by simplifying portal-based document access
Strengthens client communication through direct delivery of project-related files
Enhances operational efficiency by managing document downloads via portal
Reduces manual effort with self-service document retrieval for customers
Supports better organization of customer documents within Odoo portal
Compatibility & Technical Details
Technical Name: bi_document_customer_portal
License: OPL-1 (Odoo Proprietary License v1.0)
Required dependencies: Website (website), Discuss (mail), Project (project)
Community app dependencies: Document versioning, document directory security extension, core document module
Installation steps:
Place the module folder into your Odoo add-ons directory.
Update the module list in Odoo.
Install the module via 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.