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.
Features
- 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.
Here you can see the video popup.
The image popup looks like below.
PDF popup looks like below.
Tree view of all documents.
Click on the 'Preview' button to view the document.
Preview of the document.
Click on the 'Preview' button to view the document.
If no attachment is added, this error message will appear.
Click on the 'Preview' button to view the image icon.
Image icon.
Version 19.0.1 | Released on : 11th September 2025
- 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.comto 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.
Discover Our Latest Apps
