Portal Document Management: Backend + Portal

by
Odoo

80.09

v 14.0 Third Party 36
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Discuss (mail)
Lines of code 823
Technical Name portal_documents_management
LicenseSee License tab
Websitehttp://www.odooitnow.com/
Versions 15.0 13.0 14.0 12.0 11.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Discuss (mail)
Lines of code 823
Technical Name portal_documents_management
LicenseSee License tab
Websitehttp://www.odooitnow.com/
Versions 15.0 13.0 14.0 12.0 11.0

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

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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Share personal documents with portal users
by
Ronald Verstappen
on 5/3/23, 8:24 AM

hi, i found your app and i was wondering if it is posible to share personal documents with portal users?

Re: Share personal documents with portal users
by
Odoo It now
on 5/4/23, 1:19 AM Author

Hello Ronald Verstappen,

I hope you are doing well.

To answer your question, yes, sharing personal documents with portal users is possible. It will be confidential between the document manager (Who has backend access) and the portal user.

I hope this will be fine with you. We value your trust and total customer satisfaction in our business.

Do not hesitate to contact us with more questions or concerns.

Always happy to hear from you.

Thank you.

Regards,
Odoo IT Now


by
mirka@simplehw.eu
on 9/6/21, 12:20 AM

I need to share documents only to a subgroup of users lets call them "qualified customers".

Is it doable ?  

Thanks

Pavel Sodomka

Re:
by
Odoo It now
on 9/6/21, 10:40 AM Author

Hello Mirka,

We hope you are doing well.

In response to you question, yes it is doable. We can do required customisations to achieve your requirement.

You can directly contact us via email / Skype (info@odooitnow.com) for more questions or concerns.

We hope this will be fine with you. Let us know if there is anything else you need.

Thank you.


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