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.

In 'Documents' go to all documents.

Kanban view of the "All Documents'.

Tree view of the "All Documents'.

Menu and Kanban view of the directories.

Tree view of the directories.

Form view of the directories.

Activity view of the directories.

You can filter the directories using the boolean options, and also view the count of directories.

You can filter document tags using the Boolean options and also view the count of document tags.

You can filter shares using the Boolean options and view the total count of shares.

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' button.

Add details and click on the 'Save' 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.

Click on the 'Eye' icon to view the document.

Click on the 'Download' icon to download the document.
Here, you can see that the document ZIP file has been downloaded.

Click on the 'Share' icon to share the document.
This will open the 'Share Document' popup. Enter the required details and click on the 'Send Email' button.

Select user or manager.

Select the document you want to share, then click on the 'Share' option from the 'Action' menu.

This will open the 'Share Document' popup. Enter the required details and click on the 'Send Email' button.

The email is sent to all the users you selected.

Select the document you want to download, then click on the 'Download as ZIP' option from the 'Action' menu.

Here, you can see that the document ZIP file has been downloaded and is displayed in the Kanban view.

Select the document for which you want to change the directory, then click on the 'Change Directory' option from the 'Action' menu.

After that, the Change Directory wizard will appear. Enter all the required details and click on the 'Apply' button.

Select the document for which you want to change the tags, then click on the 'Change Tags' option from the 'Action' menu.

After that, the Change Tags wizard will appear. Enter all the required details and click on the 'Apply' button.

You can download or share the document from the Kanban view by clicking on the three dots.

You can group by directory using parent directory.

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."

Kanban view for the portal user.

Company-wise document list.

Personal document list.

Click on the 'Eye' icon to view the document.

After that, the document popup will appear. Click on the 'Back to Document' button.

Click on the 'Download' icon to download the document.
Here, you can see that the document ZIP file has been downloaded.

Document Versioning: Easily track and manage different versions of your documents.

View version history and changes made to the document over time.

Easily restore or download previous versions of the document.

OCR Integration: Extract text from scanned documents and image attachments automatically.

Preview of the extracted text using OCR for easy searching.

OCR processing details and text extraction.

Easily search through your documents utilizing the data extracted by OCR.

Generate QR codes and Barcodes to simplify tracking physical documents.

Upload the document or image directly to the file content field to the document records.

Barcode generation for quick scanning and document identification.

To Quickly scan QR codes click on the Scan Documents menu.

Scanning QR codes and Barcodes wizard will open and scan QR code.

System will automatically process the scanned QR code and open the document.

User can see the scan history from the scan history menu.