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Document Management

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Required Apps Discuss (mail)
Technical Name sh_document_management
License OPL-1
Also available in version 18.0 17.0 16.0
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Technical Name sh_document_management
License OPL-1
Also available in version v 17.0 v 16.0 v 18.0

Introduction

This module elevates document management in Odoo by offering a streamlined directory structure combined with flexible tagging and advanced filtering tools. It allows users to categorize documents into visible and personal directories, customize filters and groupings, and quickly retrieve files using a powerful search bar. Perfect for teams seeking efficient, organized document workflows, this module supports better file visibility and faster access within Odoo.

Key Features

  • Create and manage structured directories for intuitive document organization

  • Tag both directories and documents for improved classification

  • Filter documents by visible directory or personal access

  • Group documents by directory, creation date, or creator, and add custom grouping

  • Search bar functionality for fast, precise document retrieval

  • Navigate easily through related documents, files, and sub-directories via smart directory view

  • No configuration required—install and use immediately

Benefits

  • Enhances document navigation with clear directory structures and smart access

  • Speeds up file discovery through tagging and powerful search tools

  • Tailors document views using customizable filters and groups

  • Supports efficient organization by showing related files and sub-directories in context

  • Allows immediate, hassle-free deployment without additional setup effort

Compatibility & Technical Details

  • Technical Name: sh_document_management

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

  • Required Dependencies: Discuss (mail) module

  • Installation Steps:

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

    2. Update the module list within Odoo.

    3. Install the module via the Odoo 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.