Document Management Odoo

Blog Post

Home
Blogs
Document Management v16

Community Enterprise Odoo.sh

Document Management

This module helps to manage documents easily in odoo. You can create the directory and manage directory wise documents. Users can filter the documents by visible directory & my directory. You can easily group by the documents by directory, custom date & created by. You can easily add custom filters/groups of documents. From the menu bar, the user can see directory tags & document tags. Using a search bar you can search documents details easily. You can download the document from the files in directory. You can see related documents from the sub-directory.

Directory Export As Zip File Video

Kanban & List View Document Previewer Video

Related Modules

Employee Document Management

Purchase Document Management

Project Document Management

Sales Document Management

Task Document Management

Account Document Management

Customer Document Management

Easy to create the directory of documents.
You can manage directory wise documents.
Easy to filter the documents by visible directory & my directory.
Easy to group by the documents by directory, custom date & created by.
You can easily add custom filters/groups of documents.
Using a search bar you can search documents details easily.
Easy to download the document from the files in directory.
Users can see related documents from the directory & sub-directory.
Easy to see directory tags & document tags from the menu bar.
You can share a directory with more than one user at once using the "Share" button. New
Email sent with attachments downloads links. New

Select user or manager.

In "Documents" go to all documents.

In "Configuration" go to directory tags, list view of the directory tags look like below.

Directory tags form view look like below.

In "Configuration" go to directory tags, list view of the document tags look like below.

Document tags form view look like below.

Document form view, you can change the directory and document tags from here.

In the directory form view parent directory files, sub-directory, directory tags & you can select a visible directory or not.

In "Document Directory" 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.

You can filter the directory using my directory & visible directory, You can add custom filter in the directory.

You can group by directory using created by, partner & created date, You can add custom group in the directory.

The group by created by looks like below.

You can group by directory using parent directory.

You can group by directory using custom day.

You can see all directory from the search bar, no matter it visible or not.

In the directory form view, in files, you can download your attachment.

In the directory form view, in sub-directory, you can see related files from the "View Related Files" button.

In the directory form view, You can see total files from the smart button from the top-right screen.

Total files kanban view of the main directory.

In the directory form view, You can see total sub-directories from the smart button from the top-right screen.

Total sub-directories kanban view of the main directory.

From the directory kanban view, you can see files using the below button of the directory.

Total files kanban view of the main directory.

From the directory kanban view, you can see sub-directories using the below button of the directory.

Total sub-directories kanban view of the main directory.

From the directory tree view, you can see the related files using the "View Related Files" button.

Total files kanban view of the main directory.

V16.0.7

Kanban view of all documents.
When you click on the document icon, a document popup will appear, allowing you to preview the document.
Click on icons.