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Document Management with Document numbering,Security and Tags in Odoo

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

Introduction

This extension enhances document management in Odoo with advanced features like automated numbering, robust access control, and flexible tagging. It enables structured document directories with unique sequences, document and directory tagging, and configurable security on folders. Designed for organizations that require organized, secure, and searchable document storage, this module streamlines workflow and ensures only authorized users can access or create documents.

Key Features

  • Automated sequence numbering for each directory to ensure organized document tracking

  • Directory tagging to classify folders and improve discoverability

  • Document tagging for enhanced search and categorization

  • Configurable folder-level security to restrict document access to specific user groups

  • Directory creation per business object for clean document structure

  • Smart-button access to attached documents directly from directory views

  • “My Documents” view for employees to access only their own attachments efficiently

Benefits

  • Improved organization through automatic numbering within document directories

  • Enhanced document searchability using tags for both directories and documents

  • Increased data protection with group-based access control on folders

  • Streamlined user experience through direct access to relevant documents via smart buttons

  • Confidentiality maintained by restricting access to only appropriate users or groups

  • Simple self-service for employees to locate their own documents quickly

Compatibility & Technical Details

  • Technical Name: bi_document_directory_extinsion_security

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

  • Required dependencies: core Discuss (mail) and Project modules

  • Installation steps:

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

    2. Update the modules 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.