Advanced Document Management
This advanced Document Management System lets users organize files through directories and
sub-directories with ease. Users can filter documents using 'Visible Directory' and 'My Directory', and
group them by directory, date, or creator for quick access. Powerful search tools and customizable
filters make navigating even large file sets simple.
The module also supports directory and document tags for extra classification, along with previewing and
downloading files directly from each directory. With its smooth interface and intuitive folder-based
structure, it provides a complete, user-friendly document management experience in Odoo.
Related Modules
Key Features
Features
Directory Creation & Organized Folder Structure
Create directories and sub-directories to maintain a clean, structured, and easily navigable document hierarchy.
Secure Document Storage
Store and manage documents safely with controlled access and organized directory-wise storage.
Upload, Preview & Download Documents
Upload files into directories, preview documents instantly, and download them as needed.
Smart Reminders & Notifications
Set reminders on documents, and the system sends automatic email notifications at the scheduled date and time.
Customizable Email Templates
Use flexible and editable email templates to send document-related notifications.
Quick Access to Tags & Directories
Access directory tags, document tags, main directories, and sub-directories instantly from the menu bar.
Advanced Search, Filters & Grouping
Search documents using the global search bar, apply custom filters, and group documents by directory, created date, or created by.
Visible Directory & My Directory Filters
Quickly filter documents based on visibility — view your personal directories or only shared/public directories.
Document Tags & Directory Tags Management
Add, edit, and manage tags for both documents and directories to classify and find files faster.
Share Documents & Directories Easily
Share documents or entire directories with multiple users at once and send share emails automatically.
Activity Tracking & History
Track all activities related to a document — uploads, edits, comments, and updates.
View Related Files (Sub-Directory Files)
Easily view related documents from sub-directories or linked directories for quick navigation between related folders.
Bulk Actions & Multi-Select Management
Perform bulk operations such as mass-select, bulk download, and multiple document actions in one click.
Create Directory from Scheduled Activities
Generate a new directory directly from scheduled activity actions without navigating away.
Version 19.0.1.0.0 | Released on : 26th January 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
In 'Configuration' go to directory tags, list view of the directory tags looks like below.
Click on the 'New' button to create a new directory tag.
Directory tags form view looks like below.
In 'Configuration' go to directory tags, list view of the document tags look like below.
Click on the 'New' button to create a new document tag.
Document tags form view looks like below.
When a ticket is created that time customer will notify via email.
When a ticket is created that time assigned users will notify via email.
Select user or manager.
In 'Documents' go to all documents.
Kanban view of the "All Documents'.
Kanban view of the directories.
Tree view of the directories.
Form view of the directories.
Activity view of the directories.
Select the document you want to share, then click on the "Share" option under "Action."
After that, the "Share Document" popup will appear. Add the details and click on the "Send By Email" button.
The email is sent to all the users you selected.
Form view of the email.
You can group by directory using parent directory.
Directory & Sub-Directory
In 'Documents' go to Document Directory ==> Directory.
Kanban view of the directories.
In 'Document Directories' go to the directory, you can create a directory here. Using files & sub-directory users can see details of particular documents. Search bar used for search directory.
Tree view of the directories.
Click on the "Schedule Activity".
The "Search: Document Directory" wizard will appear. Then,
click on the "View Related Files" button.
After that, you will be redirected to the directories file view.
To create a new directory, click the "New" button in the "Search: Document Directory" wizard.
Add details and click on the "Save & Close" button.
Add details and click on the "Schedule" button.
Here you can see the created directory.
Form view of the directories.
Click on the directory that you want to view.
Add the details such as User, Reminder Due Date, and Notification Type: Bus (Odoo Notification).
The user receives a reminder notification on the scheduled date and time.
In the directories form view, select the Notification Type: Email, and choose the corresponding Email Template
The user receives the reminder email notification on the scheduled date and time.
Form view of the email.
Upload & Manage Files
In the directories form view, click on the "Files" smart button.
Kanban view of the "Files".
In the files form view, attach the document.
In the files form view, add the details such as User, Reminder Due Date, and Notification Type: Bus (Odoo Notification).
The user receives a reminder notification on the scheduled date and time.
In the files form view, select the Notification Type: Email and choose the corresponding Email Template.
The user receives the reminder email notification on the scheduled date and time.
Form view of the email.
In the Kanban view of "All Documents", you can see the attached documents.
The image popup looks like below.
Tree view of the "All Documents'.
Select the document you want to share, then click on the "Share" option under "Action."