Document Management with Document Numerbing and Tags

by
Odoo

222.39

v 14.0 Third Party 74
Live Preview
Included Dependencies
Lines of code 681
Technical Name document_directory_extension_security
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 13.0 v 10.0 v 15.0 v 12.0
You bought this module and need support? Click here!
Included Dependencies
Lines of code 681
Technical Name document_directory_extension_security
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 13.0 v 10.0 v 15.0 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/documents.
  • Allow you to create and manage directory tags for directories.
  • Allow you to create and manage attachment/document tags for attachments.
  • Allow you to set security on the directory form.
  • Allow you to configure security on the directory form 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 the below screenshots and check the 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.

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

Edition Compatibility:


Enterprise Odoo.sh Community

Directory Tags Configuration

Document Tags Configuration

Example - (Purchase Documents) Directory Form View

Open Purchase Documents from the smart button of Documents on the directory form.

Internal User (John) can add attachments on purchase form (Odoo Standard)

(Now login with Document Manager - Mitchell Admin) smart button of Documents after add attachment

Documents kanban view after add attachment

Manage Attachments on Purchase Form (Odoo Standard)

Attachments List View (Odoo Standard)

Attachments Form View

View all Documents from All Documents menu

Directory Already Exist Warning

if Resource Id and Model Already created with same number of Resource ID and same Model.

Attachments Form View and Send by Email button

Open Popup from Send by Email button

My Documents - Employee (John) Login

Example - (Sales Documents) Directory Form View

Open Sales Documents from the smart button of Documents on the directory form.

Internal User (John) can add attachments on sales form (Odoo Standard)

(Now login with Document Manager - Mitchell Admin) smart button of Documents after add attachment

Documents kanban view after add attachment

Manage Attachments on Purchase Form (Odoo Standard)

Attachments List View (Odoo Standard)

Attachments Form View

Directory Already Exist Warning

if Resource Id and Model Already created with same number of Resource ID and same Model.

Attachments Form View and Send by Email button

Open Popup from Send by Email button

My Documents - Employee (John) 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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Excellent Support!
by
manishagrawal.in@gmail.com
on 3/23/21, 2:21 AM

The support team was very kind and helpful and overall it was quite quick.

Appreciate the team!

Re: Excellent Support!
by
Mustufa
on 3/23/21, 2:31 AM Author

Hello Manish,

Thank you for your feedback.

Regards,

Mustufa Rangwala

Probuse Team


by
Michele Radogna
on 4/12/21, 10:00 AM

Qual è la differenza tra directory e directory structure? Quando si usa la funzione "raggruppa per directory" è possibile vedere solo il folder radice?

Re:
by
Mustufa
on 4/12/21, 10:06 AM Author

Hi,

Please send your question in the English language to our email contact@probuse.com so we can check and reply.

Thanks,

Probuse Team


italian Toolbar
by
Michele Radogna
on 4/6/21, 5:37 AM

Is there an Italian version of this tool?

Re: italian Toolbar
by
Mustufa
on 4/6/21, 10:12 AM Author

Hi,

At the moment app is available in English only. But you can do translation by adding pot and po files i18n folder which you have to create. So translation you will have to handle into your language. For any further questions you can contact us by email. 

Thanks,

Mustufa Rangwala 


by
HARSHAD KADER
on 4/5/21, 4:19 AM

I am hgetting this error when i try to access: https://apps.odoo.com/apps/support/81178


You are currently logged in with account **********@gmail.com. This account has not purchased module document_directory_extension_security for Odoo 14.0. Please log out of this account then login on the account with which you made the purchase and retry.

Re:
by
Mustufa
on 4/5/21, 5:07 AM Author

Hello,

You can open tickets without any issue if you have bought the module. So if you have any trouble login then you can contact the odoo support team. You can read https://apps.odoo.com/apps/faq for more details and contact the odoo support team about why you can not access your login.

Regards,

Probuse Team



by
HARSHAD KADER
on 4/5/21, 2:48 AM

Hello. I am unable to see the Configuration after installing this module.

could you please assist ?

Re:
by
Mustufa
on 4/5/21, 3:09 AM Author

Hello,

You can activate configuration by settings up the document manager group on your user form. For any further questions you can contact us using https://apps.odoo.com/apps/support/81178 

Have a nice week ahead.

Regards,

Probuse Team


by
HARSHAD KADER
on 3/23/21, 11:18 PM

Hello. I have purchased the module and after installing, i am unable to find this in odoo ..

Re:
by
Mustufa
on 3/24/21, 12:09 AM Author

Hello,

You have to ticket the document manager group then it will be visible as a menu. For any further questions you can contact us using odoo support channel https://apps.odoo.com/apps/support/81178 

Check this video too https://youtu.be/Q9P82N570Tc 

Regards,

Mustufa Rangwal


document deadlines
by
Michele Radogna
on 3/23/21, 11:22 AM

Can I manage document deadlines with this tool? can i have a trial period?

Re: document deadlines
by
Mustufa
on 3/24/21, 12:08 AM Author

Hi,

No, the deadline documents feature is not available in our app. For the demo, you can send an email to contact@probuse.com if we have a demo server for this app we'll give you.

Thank you,

Mustufa Ranwgala