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Document Attachment Expiry Reminder Enterprise

by
Odoo

209.50

v 15.0 Third Party 2
This module requires Odoo Enterprise Edition.
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Documents (documents)
Discuss (mail)
Community Apps Dependencies
Lines of code 344
Technical Name document_attachment_expiry_reminder_ent
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 13.0 14.0 15.0 16.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Documents (documents)
Discuss (mail)
Community Apps Dependencies
Lines of code 344
Technical Name document_attachment_expiry_reminder_ent
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 13.0 14.0 15.0 16.0 18.0

Document Expiry Reminder Email Notification

Reminder Email Notification for Documents Expiry

Odoo Documents Expiry Reminder Based on Dates

Only for Odoo Enterprise Edition

This app allows your users to configure document start date and end date of expiry while uploading/creating that document in *Documents* menu of Odoo.

Main Features:

  • Allow your users to create/edit/upload documents with a start and end date under Odoo enterprise *Documents* menu.
  • System automatically synchronizes document start date and end date on attachment related to that document.
  • Allow you to create a document model attachments expiry setup configuration.
  • Note that for every document you are creating in the Odoo Documents menu, you will have to set the start date and end date manually. So start date and end date must be set up by the user when they create/edit/upload any document. (System does not set start date and end date manually on the uploaded document).
  • For more details, please check below screenshots and watch the video. You can also check https://apps.odoo.com/apps/modules/15.0/document_attachment_expiry_reminder/ which is dependant app for details about expiry emails notifications.

Edition Compatibility:


Enterprise Odoo.sh

Example with Contracts Menu on Employees (Odoo Standard)

Add Attachments

Note: Add a your attachments in chatter using odoo standard flow or using maange attachments of odoo standard.

Manage Attachments Menu (Odoo Standard)

Attachment Form View (Odoo Standard)

Note: Manually Enter here attachment expiry setup details. Attachment expiry configuration & expiry reminders responsibles auto set if you model configation create under attachments expiry setup.

Documents Menu (Odoo Standard)

Document Kanban View (Odoo Standard)

Note: While uploading/created documents from Documents menu here, you can set start and end date of expiry here as shown in below screnshot with highlighted part.

Creating/Uploading Document from Documents Meu (Odoo Standard).

Documents Menu (Odoo Standard)

Upload Button (Odoo Standard Out of box)

Document Kanban View (Odoo Standard)

Note: Upload your new document and set manually start date and end date.

Same Start date and End Date will Appear on Attachments Form View after setting up Start and End date on document side.

Email Form View

Send Email To:floyd.steward34@example.com

Send Email To: douglas.fletcher51@example.com

Send Email To:addison.olson28@example.com

Send Email To: nicole.ford75@example.com

Send Email To: colleen.diaz83@example.com

Send Email To: brandon.freeman55@example.com

Configuration

Attachments Expiry Setup Menu

Contract Record Form View

Document Record Form View

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.

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