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Task Document Management
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This module is very useful to manage important documents of the task. It helps to send email notifications to customers for document expiration. You can send notifications before/after the expiry date as well as when the document expires. We provide a multiple email feature that helps to send email notifications to multiple customers at a time. You can see the document without download using the document smart button. This module allows sending the notification using scheduled action or manually. cheers!
Related Modules
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Hot Features
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Features
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- Easy to manage task documents.
- You can send an email notification to the customer for document expiration.
- You can send multiple customers email notifications at a time.
- You can send notifications before/after expire the document.
- You can send notifications at the expiry date of that document.
- You can see the document without download that document.
- Easy to send the notification using scheduled action or manually.
Tick the 'Access Task Document' & 'Enable Tags In document' group.
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Now go to the task and attach the document.
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You can see the document without download using the document smart button.
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After press on the document smart button, it opens the document kanban view.
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In the document form view tick, the 'Expiry Date Notify?' to get expiry date email notification.
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You can see the document without download that document.
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Go to 'Tags'.
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You can create tags from here.
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Now press 'Document' smart button.
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Documents kanban view with tags.
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Documents form view with tags.
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Documents kanban view with tags.
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You can search documents by tags.
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Search result.
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You can send email notifications to multiple customers using the 'Notify Email' option.
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You can send the notification manually by modifying scheduled actions.
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Manually sends email notifications without scheduled actions.
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You can send multiple customers emails manually also. The email notification form view looks like this, you can see the document from here.
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Tick the 'Notify Customer' to send document expiry notification to the customer only.
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Email notification list view.
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Email notification form view, you can also see the document from here.
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You have to tick 'Expiry Date Notify?' to get an email notification on the expiry date.
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Tick/untick 'On Expiry Date Notification' to enable/disable email notification on the expiry date.
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It sends email notifications based on the configuration.
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The email notification form view looks like this.
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The task kanban view looks like this.
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Version 18.0.3 | Released on : 14th February 2025
Version 18.0.2 | Released on : 5th December 2024
Version 18.0.1 | Released on : 16th August 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at [email protected] to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.