Customer Document Management

by
Odoo

13.55

v 15.0 Third Party 5
Lines of code 413
Technical Name sh_customer_document
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 14.0 v 13.0 v 12.0
You bought this module and need support? Click here!
Lines of code 413
Technical Name sh_customer_document
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 14.0 v 13.0 v 12.0
logo
Community Enterprise Odoo.sh

Customer Document Management

heading

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!

Hot Features

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Manage Customer's Documents
Email For Document Expiration
See Document Without Download

Features

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  • 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.


Version 15.0.1 | Released on : 10 October 2021

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

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