Document Management with Document Numerbing and Tags

by
Odoo

271.82

v 13.0 Third Party 44
Live Preview
Included Dependencies
Lines of code 675
Technical Name document_directory_extension_security
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 14.0 v 10.0 v 11.0 v 12.0
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Included Dependencies
Lines of code 675
Technical Name document_directory_extension_security
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 14.0 v 10.0 v 11.0 v 12.0

Attachment/Document Extension with Directory, Numbering, Security and Tags

Document / Attachment Tags

Directory / Folder Tags

Document Manager / Document User

Document Management System (DMS) with Tags and Security

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


Main Features:

  • Every directory/folder having separate sequence numbering for attachments.
  • Allow you to have Directory tags.
  • Allow you to have attachment/document tags.
  • Security on directories.
  • Security on directory so only specific groups can access/create documents/attachments inside that directory. (Optional if you do not select a group then no security).
  • For more details please check below screenshots and check video.

Document Manager can do below listed functions.

  • All Directory visible to them and allow them to create new directory/folder and manage it.
  • They can see all documents/attachments in the system.
  • They can create/add/select/modify Document Tags.
  • They can create/add/select/modify Attachment Tags.

Document User can do below listed functions.

  • View directory/folder by model/object. Document User can see only directories where he/she is assigned as users on that directory form by Document Manager. So only directories where they are assigned are visible to Document Users.
  • Able to access only Directory where they have been assigned.
  • If there is no directory available for any model/object then attachment/document will follow the DOC/ generic sequence.
  • They can select Document/Attachment Tags.
  • They can select Document/Attachment Tags.

Employee can do below listed features.

  • Employee/Internal User can only see menu Document/My Documents and once an employee clicks it will list only documents where the employee is the owner of that document/attachment. Other attachments will be hidden for them since they are normal employees / normal internal users.

Menus Available:

  • Document
    • Directories
      • Directories
      • Directories Structure
    • All Documents
      • All Documents
    • Configuration
      • Directory Tags
      • Document Tags
    • 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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