Document Management

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Document Management v17

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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.

How It Works? Watch Video

Directory Export As Zip File Video

Kanban & List View Document Previewer Video

Related Modules

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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.
Email sent with attachments downloads links.

Select user or manager.

Go to the document menu.

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.

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.

In the directory form view parent directory files, sub-directory tab & you can add users. You can share that directory using share icon.

Email view looks liske below. You can downlod directory document using 'clcik TO Download' button.

Documents form view. Click on the share icon.

Download document.

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.

Total files kanban view of the main directory.

You can group by directory using parent directory.

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.