Portal Document Management: Backend + Portal

by
Odoo

90.94

v 14.0 Third Party 18
Required Apps Website (website)
Lines of code 816
Technical Name portal_documents_management
LicenseSee License tab
Websitehttp://www.odooitnow.com/
Also available in version v 13.0 v 11.0 v 12.0
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Required Apps Website (website)
Lines of code 816
Technical Name portal_documents_management
LicenseSee License tab
Websitehttp://www.odooitnow.com/
Also available in version v 13.0 v 11.0 v 12.0

Portal Document Management: Backend + Portal

Upload/Download documents from Portal and can share to only selected users are allowed to view and download.

Documents Access Rights

Only users have access of Document Management will see the Document feature in backend.

My Documents

List of all documents including Shared and Personal with count.

List of Personal Documents

User can upload all types of personal documents for future reference and use.

List of Shared Documents

An organization can share documents to either all or selected users.

Directories

List of all directories including personal and shared. User's personal documents will attached with Personal directory and Shared directory will have shared documents. We can also create new directories and subdirectories.

Personal Documents Directory

All personal documents uploaded by user itself

Shared Documents Directory

Having all the shared documents either personal or public

Sub Directory

Document Design

List of all Shared Documents

List out all the Shared Documents together

List of all Personal Documents

List out all the Personal Documents together

All Documents

All Documents including Personal and Shared

Directory Tags

Using tag we can differentiate and search Directories

Document Tags

Using tag we can differentiate and search Documents

Get In Touch

Odoo Proprietary License v1.0
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Three questions
by
JORGE APARICI
on 5/7/21, 11:47 AM

Hi. I have 3 questions to do:

• Is this module working on Odoo 14 Enterprise?
• The module Documents is needed or attachments without it?
• Does it let share documents to users or to customers with access to portal? Can you share documents for only one customer or you share documents to every customer logged?

Thank you

Re: Three questions
by
Odoo It now
on 5/10/21, 11:47 PM Author

Hello Jorge,

We hope you are doing well.

We are very excited to give all the answers to your questions.

• Is this module working on Odoo 14 Enterprise?
    Yes, this extension is available for Odoo version 14.0. You can download it from (https://apps.odoo.com/apps/modules/14.0/portal_documents_management).

• The module Documents is needed or attachments without it?
    We are really sorry to do not understand this question. Please give us more details on this.

• Does it let share documents to users or to customers with access to portal? Can you share documents for only one customer or you share documents to every customer logged?

    Yes, this will share documents to only users those are having at least portal access. We can share the documents with all users as well as selected users too. Only you start to share the file, you will found the option to share only selected OR all users.

We hope the above response will help you to find the answers, if not, please do not hesitate to contact us for more information.

We value your trust in our business and give you total customer satisfaction.

We look forward to a working relationship in the future.

Thanks,
Odoo IT now