Compliance Documents
by Kyaw Thurein Thaung https://github.com/ZetriSofu40/odoo-compliance-document-managementCompliance Documents
Control licences, permits, policies, certificates, agreements, and other time-sensitive evidence from one auditable Odoo workspace.
Know what is valid, what is due, and who must act
Replace scattered spreadsheets and calendar notes with a controlled document register, proactive reminders, accountable renewals, and permanent evidence of every reminder cycle.
Central register
Store the holder, document type, authority, number, issue and expiry dates, official file, responsible owner, tags, notes, and company.
Policy-driven reminders
Configure multiple thresholds, activities, email delivery, responsible owners, escalation users, and specific recipients by document type.
Controlled renewals
Move documents through draft, active, renewal, superseded, and cancelled stages while retaining the full renewal chain.
Audit-ready history
Keep immutable reminder logs with expiry snapshots, recipients, thresholds, channels, activities, and queued emails.
Evidence controls
Require document numbers, issue dates, expiry dates, and official attachments before activation according to each policy.
Secure by design
Use Auditor, Officer, and Administrator roles with company-safe record rules and protected operational history.
A simple, accountable lifecycle
Product tour
Screens use isolated demonstration data captured on Odoo 19; layout details may differ slightly in Odoo 15.
Status dashboard
Document ownership, renewal, reminders, and evidence
Configurable reminder policy
Pivot analysis
Installation and compatibility
- Compatible with Odoo 15 Community and Enterprise.
- Uses only standard Contacts and Mail/Discuss dependencies.
- Requires no third-party Python packages.
- Includes optional demonstration records for evaluation databases.
- Install the app, assign Compliance roles, then review document types and reminder recipients.
Purchasers can request installation, configuration, and bug-fix assistance through the Odoo Apps purchase page.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 1631 |
| Technical Name |
compliance_document_management |
| License | OPL-1 |
| Website | https://github.com/ZetriSofu40/odoo-compliance-document-management |
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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