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Customer Document Management

by
Odoo

12.49

v 14.0 Third Party 31
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 460
Technical Name sh_customer_document
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 13.0 18.0 14.0 12.0 15.0 16.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 460
Technical Name sh_customer_document
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 13.0 18.0 14.0 12.0 15.0 16.0 17.0
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Enterprise Community Odoo.sh

Customer Document Management

This module is very useful to manage important documents of the customer. It helps to send email notifications to customers for document expiration. You can send notifications before/after the expiry date as well as when the document expires. We provide a multiple email feature that helps to send email notifications to multiple employees at a time. You can see the document without download using the document smart button. This module allows sending the notification using scheduled action or manually. cheers!

Features


  • Easy to manage documents using tags. New
  • Easy to manage customer's documents.
  • You can send an email notification to the customer for document expiration.
  • You can send multiple employee email notifications at a time.
  • You can send notifications before/after expire the document.
  • You can send notifications at the expiry date of that document.
  • You can see the document without download that document.
  • Easy to send the notification using scheduled action or manually.
  • This module saves your time.

Tick the "Access Customer Document" group.


Now go to the contacts and attach the document.


You can see the document without download using the document smart button.


After press on the document smart button, it opens the document kanban view.


In the document form view tick, the "Expiry Date Notify?" to get expiry date email notification.


You can see the document without download that document.


You can send email notifications to multiple employees using the "Notify Email" option.


You can send the notification manually by modifying scheduled actions.


Manually sends email notifications without scheduled actions.


The email notification form view looks like this, you can see the document from here.


You can send multiple employee emails manually also.


Tick the "Notify Customer" to send document expiry notification to the customer only.


Email notification list view.


Email notification form view, you can also see the document from here.


You have to tick "Expiry Date Notify?" to get an email notification on the expiry date.


Tick/untick "On Expiry Date Notification" to enable/disable email notification on the expiry date.


It sends email notifications based on the configuration.


The email notification form view looks like this.


The email notification kanban view looks like this.

Go to "Tags".


You can create tags from here.


Now press "Document" smart button.


Documents kanban view with tags.


Documents form view with tags.


Documents list view with tags.


You can search documents by tags.


Search result.


Version 14.0.2 | Released on : 16th March 2022

  • New Tags Added In Attachments/Documents.
  • New We have separate "Tags" menu to separate module. which will be free to use. Make sure if you upgrading from this version then you will need a separate module also before the upgrade.

Version 14.0.1 | Released on : 8 March 2021

  • Initial Release.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free support for 90 days.
  • No, we do not provide free updates.

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