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Document Management System

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Required Apps Discuss (mail)
Technical Name documents_management
License OPL-1
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Technical Name documents_management
License OPL-1

Introduction

This module delivers a refined document management system for Odoo, offering a structured directory approach, document tagging, version control, and export functionality. Designed to elevate file organization and collaboration, it integrates numbering, tagging, security, and flexible export options. Ideal for teams seeking efficient, searchable, and secure document handling in Odoo.

Key Features

  • Configurable directory (folder) structure for intuitive organization

  • Document tagging and directory tagging to enhance searchability

  • Version control to maintain and manage document revisions

  • Automatic document numbering for orderly tracking

  • Secure access control via user group permissions

  • Export multiple documents or attachments as a zip file

Benefits

  • Simplifies file organization by structuring documents in clear directories

  • Accelerates document retrieval through tagging and version history

  • Supports compliance and audit needs via version control

  • Enhances tracking with sequential document numbering

  • Strengthens data access control through security groups

  • Saves time by allowing bulk export of documents in a zip archive

Compatibility & Technical Details

  • Technical Name: documents_management

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

  • Dependencies: Discuss (mail)

  • Installation steps:

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

    2. Update the module list within Odoo.

    3. Install the module using Odoo’s module 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.