Document Management with Document Numerbing and Tags

by
Odoo

215.66

v 10.0 v 11.0 v 12.0 Third Party 96
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 653
Technical Name document_directory_extension_security
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0 11.0 14.0 15.0 10.0 12.0 13.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 653
Technical Name document_directory_extension_security
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0 11.0 14.0 15.0 10.0 12.0 13.0

Attachment/Document Extension with Directory and Numbering Security & Tags

This module will add below features to document/attachment module of Odoo.

Document Manager can do below listed features.

1. Creation directory/folder by model/object. Document manager can see all directories and attachment without any restriction.
2. Every directory/folder having separate sequence numbering for attachments.
3. Security on directory so only specific group can access/create document/attachment inside that directory. (Optional if you do not select group then no security).
4. Directory view.
7. If there is not directory available for any model/object then attachment/document will follow DOC/ generic sequence.
8. Can create/add/select Document Tags
9. Can create/add/select Directory Tags

Document User can do below listed features.

1. View directory/folder by model/object. Document User can see only directories where he/she assigned as users on that directory form by Document Manager
2. Every directory/folder having separate sequence numbering for attachments.
3. Security on directory so only specific group can access/create document/attachment inside that directory. (Optional if you do not select group then no security).
4. Directory view.
7. If there is not directory available for any model/object then attachment/document will follow DOC/ generic sequence.
8. Can select Document Tags
9. Can select Directory Tags

Employee can do below listed features.

1. Employee can only see this menu Document/My Documents/My Documents and once employee click it will list only document where employee is owner. Other attachment will be hidden for him/her.

Available Menus:

  • Document
  • --Document/Directories
  • ----Document/Directories/Directories
  • ----Document/Directories/Directories Structure
  • --Document/All Documents
  • ----Document/All Documents/All Documents
  • --Document/Configuration
  • ----Document/Configuration/Directory Tags
  • ----Document/Configuration/Document Tags
  • --Document/My Documents
  • ----Document/My Documents/My Documents

Directory Tags Configuration

Document Tags Configuration

Directory Form View

View all Documents using Smart Button on Directory Form View

Attachment on Sale Model By Sales Manager - David

Documents Manager See Attachment on Directory of Sales

Related Directory on Attachment Form View

All System Documents - View by Document Manager

Directory Already Exist Warning

Document/Attachment - Send By Email

My Documents - Employee Login

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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Reply to ObaidUllah
by
Mustufa
on 3/17/18, 5:34 AM Author

Hello ObaidUllah, Thank you for choosing our app and given good and positive feedback. We have kept your point in wishlist for now. Regards, Mustufa Rangwala


Will give a 3-star rating to the app - it still requires a lot of improvement.
by
ObaidUllah
on 1/28/18, 12:04 PM

The app is very well designed and serves the purpose of a document management system. The different options available such as creating directories within directories and assigning document + directory tags are very useful options. However, there are a few options within the app that need improvement or need to be updated such as: - With the "All Documents" option, any user with Admin access is able to view all "System Related" documents which are more than a 100 documents. This creates confusion as they are not of use to the users of the App. The app needs to be updated so these "System Related" documents remain hidden. - The option of "Directory Model" is not clear. The purpose of this option is ambiguous as the app does not allow to create two directories with the same model. - The directory structure is not clearly presented. For e.g. the main page should only show all the "parent" directories. Child directories (further directories created inside parent directories) should only be visible once the user goes inside a parent directory. - The "Directory Structure" tab gives the option of creating a new directory. Again the purpose of the "Directory Structure" tab isn't clear. If the purpose of this tab is to show the structure of the created directories then that should be visible under this tab. I hope the developers update to include further improvements within the app.