Document Management v18

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Document Management v18

Community Enterprise Odoo.sh

Document Management

This module simplifies document management by allowing users to create directories and organize documents accordingly. Users can filter documents based on "Visible Directory" and "My Directory" for easy access. 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 the 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

Employee Document Management

Purchase Document Management

Project Document Management

Sales Document Management

Task Document Management

Account Document Management

Customer Document Management

It's easy to create a directory of documents.
You can manage directory-wise documents.
You can easily filter the documents by the 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.
Using a search bar you can search document details easily.
You can easily download the document from the files in the directory.
Users can see related documents from the directory & sub-directory.
You can easily access the directory and document tags from the menu bar.
Easily share a directory with multiple users at once using the "Share" button.
Email sent with attachments downloads links.

Select user or manager.

In 'Documents' go to all documents.

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 '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 the parent directory files, and sub-directory tab & you can add users. You can share that directory using the share icon.

The email view looks like below. You can download directory document using the 'Click TO Download' button.

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

In the directory form view, in the 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.