Portal Document Management System | Portal Documents | Documents Portal Management | Document Management System | Documents Management System

by
Odoo

19.14

v 12.0 Third Party 74
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 3037
Technical Name documents_portal_management
LicenseSee License tab
Websitehttps://www.cfis.store
Versions 17.0 12.0 13.0 16.0 15.0 14.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 3037
Technical Name documents_portal_management
LicenseSee License tab
Websitehttps://www.cfis.store
Versions 17.0 12.0 13.0 16.0 15.0 14.0

Portal Document Management System (community Edition)

CFIS

This module provide simple and very useful functionality to manage documents with directory (folders), tags, export, numbering, versions and security groups. also, the user access the Doucments from Portal and they can upload documents to specifi portal folder.

Features

- User Group and Manager Group Security

- Folder View Based on Document modules

- Document versions

- Document numbering

- Filter by tags

- Document Share

- Document Send by Email

- Export Multiple Documents to Zip

- User Documents

- Personal Documents

- Shared Documents

- Portal Documents

- Portal Access for Each Users

- Upload Documents from Portal

Installation

- Copy documents_portal_management module to addons folder

- Install the module normally like other modules.

1. User settings (Documents Manager & Documents User)

Settings -> users & companies -> Users -> Documents

1. User Document View

Documents -> User Documents

Documents -> Documents

2. Document Preview

Documents -> Documents

Documents -> Documents -> Eye Icon

3. Document Share

Documents -> Documents

Documents -> Documents -> Eye Icon

4. Folder (Directory)

Documents -> Configuration -> Folders

4. Portla Access

Portal -> Documents

Portal -> Documents - List

Portal -> Documents - Upload Portal Documents

Features

Help and Support

Email Contact Us Request Customization

Portal Document Management System

  • This module provide simple and very useful functionality to manage documents with directory

(folders), tags, export, numbering, versions and security groups. also, the user access the Doucments from Portal and they can upload documents to specifi portal folder.

Features

  • User Group and Manager Group Security
  • Folder View Based on Document modules
  • Document versions
  • Document numbering
  • Filter by tags
  • Document Share
  • Document Send by Email
  • Export Multiple Documents to Zip
  • User Documents
  • Personal Documents
  • Shared Documents
  • Portal Documents
  • Portal Access for Each Users
  • Upload Documents from Portal

Installation

  • Copy documents_portal_management module to addons folder
  • Install the module normally like other modules.
Odoo Proprietary License v1.0

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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).

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