Attachment/Document Extension with Directory and Numbering

by
Odoo

111.78

v 15.0 Third Party 85
Live Preview
Lines of code 376
Technical Name document_directory_extension
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 13.0 v 12.0 v 14.0 v 11.0 v 10.0 v 9.0
You bought this module and need support? Click here!
Lines of code 376
Technical Name document_directory_extension
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 13.0 v 12.0 v 14.0 v 11.0 v 10.0 v 9.0

Attachment / Document Extension with Directory and Numbering

Document Management System (DMS) with Directory and Document Numbering in Odoo

Document Folders / Document Directory in Odoo


Main Features:

  • This module will add the below features to the document/attachment module of Odoo Standard and allow Document Manager to handle/manage all the documents from Documents menu.
  • Allow Document manager to create and manage a directory/folder by model/object.
  • Every directory/folder having separate sequence numbering for attachments/documents. You can see the sequence field on the directory form the below screenshots.
  • App also adds security on directory so only specific groups can access/create documents/attachments under that directory. (Optional if you do not select a group then no security).
  • Note that the Document menu is only available for the Document Manager group. (We have created a new group Document Manager under the Groups list). So for the user who is a document manager you have to assign this new group.
  • This app is totally dedicated and made for Document Manager who can manage documents in Odoo as shown the below screenshots.
  • If there is no directory available for any model/object in the directory list then the attachment/document will follow the DOC/ generic sequence for that attachment/document.
  • Allow you to create a directory based on resource id/record id also. You will have to create a directory by specifying resource id and then the system will be able to attach documents into that directory if go on that record and attach.
  • For more details please watch the video and check below screenshots.

Available Menus:

  • Document
    • Directories
      • Directories
      • Directories Structure
    • All Documents
      • All Documents

Edition Compatibility:


Enterprise Odoo.sh Community

Showing Directories List View

Example - (Invoice Documents) Directory Form View

Open Invoice Documents from the smart button of Documents on the directory form.

Invoice Documents on Invoice Form (Odoo Standard)

Manage Attachments on Invoice Form (Odoo Standard)

Attachments List View (Odoo Standard)

Attachments Form View and Send by Email button

View all Documents from All Documents menu

Internal User (John) can add attachments on invoice form (Odoo Standard)

(Now login with Document Manager - Mitchell Admin) smart button of Documents after add attachment

Documents kanban view after add attachment

Directory Already Exist Warning

if Resource Id and Model Already created with same number of Resource ID and same Model.

Directory by Resource ID / Record ID - Child Directory

Example of Resource ID / Record ID - Directory of Invoice

Attachments Form View and Send by Email button

Open Popup from Send by Email button

Example (Task Documents) - Directory Form View

Open Task Documents from the smart button of Documents on the directory form

Task Documents on Task Form (Odoo Standard)

Manage Attachments on Task Form (Odoo Standard)

Attachments List View (Odoo Standard)

Attachments Form View and Send by Email button

Internal User (John) can add attachments on task form (Odoo Standard)

(Now login with Document Manager - Mitchell Admin) smart button of Documents after add attachment

Documents kanban view after add attachment

Directory Already Exist Warning

if Resource Id and Model Already created with same number of Resource ID and same Model.

Directory by Resource ID / Record ID - Child Directory

Example of Resource ID / Record ID - Directory of Task

Attachments Form View and Send by Email button

Open Popup from Send by Email button

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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