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OE Document: Contact Document Links

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Odoo

$ 30.18

v 12.0 Third Party
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Lines of code 2291
Technical Name oe_contact_doc_links
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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 2291
Technical Name oe_contact_doc_links
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: contacts, document links, attachment management, AI document summary, smart button, compliance, CRM, onboarding, OE AI, Odoo 12, customer files, contract tracking, document automation, AI tooltip, quick upload, PDF filter, image filter, my uploads, last document date, grouped counts, mimetype filters
Odoo Engineering

OE Document: Contact Document Links

Accelerate every customer interaction with instant document access, AI snapshots, and OE AI analysis queues inside the contact form.

Try It Out Contact Us

Key Features & Capabilities

Everything you need for professional operations

AI-Powered Document Tooltip

Hover over the Documents stat button to see attachment counts, total size, and trending file types - no extra clicks needed.

Instant Document Drawer

Open every file linked to a contact with a single stat button, no custom menus or dashboards required.

Automatic Customer Detection

Uploads from chatter, email gateways, or the Documents app inherit the active customer automatically.

AI Snapshot Tooltip

See attachment counts, total size, and trending file types from the contact form without opening another view.

Last Upload Timeline

Track the most recent document date so onboarding and compliance teams instantly know who is up to date.

OE AI Job Launcher

Queue OE AI or custom AI routines directly from the contact header with properly scoped context.

Email & Portal Capture

Attachments arriving from customer emails or portal uploads automatically stay tied to the originating contact.

Security Guardrails

Company-scoped rules keep documents from leaking across subsidiaries while preserving shared resources.

Performance Optimized

Grouped analytics deliver instant counts without N+1 queries or heavy server load.

Documents App Friendly

Launches the native ir.attachment action so it works seamlessly with Odoo Documents, Studio, and portal flows.

What's Included

Core Features

  • Contact smart button filtered to customer documents
  • AI tooltip summarizing counts, size, and top file types
  • Last document timestamp with automatic compute

Additional Components

  • OE AI job launcher wired to oe_ai_job_base
  • Customer-aware attachment extension with auto company assignment
  • Company-scoped record rule securing shared documents

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_contact_doc_links" -> Click Install
  2. Configure permissions: Ensure users can read attachments (Settings -> Users & Companies -> Access Rights)
  3. Initial configuration: No extra setup required-open any contact to see the Documents stat button

Basic Usage

  1. Uploading files: Add attachments from the contact form or chatter-partner_id is auto-assigned
  2. Viewing documents: Click the Documents stat button to open ir.attachment filtered to the contact
  3. Using key features: Hover over the stat button to view AI-generated counts, file types, and storage
  4. Launching AI jobs: Use the AI Analysis button in the form header to queue a OE AI review

Tips & Best Practices

  • Upload documents from CRM kanban or chatter to keep partner_id aligned automatically
  • Monitor the Last Document Date field to trigger renewal reminders
  • Reuse the tooltip insights during calls to confirm required paperwork
  • Combine with Documents tags or Studio fields for deeper categorization

Important Notes

Requires oe_ai_job_base (already included). Works with standard attachments or the Documents app. Verify users have attachment access for their company.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: Odoo 12.0 through 19.0 Community and Enterprise. oe_ai_job_base ships alongside this module so AI analytics work out of the box.

Q: Do I need the Documents app installed?

A: No. oe_contact_doc_links works with standard attachments. If you add Documents, the same smart button opens the workspace automatically.

Q: How do AI analysis jobs work?

A: Use the AI Analysis button on the contact header. The module creates a OE AI-ready ai.job with model, record ID, and parameters so your worker can summarize documents instantly.

Launch Demo Instance

Explore OE Document: Contact Document Links in a live environment

Try It Now

Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE Document: Contact Document Links today and experience the difference quality makes.

Launch Demo Get in Touch

© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

Odoo Proprietary License v1.0

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from the authors, typically via Odoo Apps, or if you have received a written
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