32.72

v 15.0 Third Party 90
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 1457
Technical Name sh_document_management
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 13.0 16.0 15.0 14.0 17.0 11.0 12.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 1457
Technical Name sh_document_management
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 13.0 16.0 15.0 14.0 17.0 11.0 12.0
logo
Community Enterprise Odoo.sh

Document Management

heading

This module helps to manage documents easily in odoo. You can create the directory and manage directory wise documents. Users can filter the documents by visible directory & my directory. You can easily group by the documents by directory, custom date & created by. You can easily add custom filters/groups of documents. From the menu bar, the user can see directory tags & document tags. Using a search bar you can search documents details easily. You can download the document from the files in directory. You can see related documents from the sub-directory.

Features

heading
  • Easy to create the directory of documents.
  • You can manage directory wise documents.
  • Easy to filter the documents by visible directory & my directory.
  • Easy to group by the documents by directory, custom date & created by.
  • You can easily add custom filters/groups of documents.
  • Using a search bar you can search documents details easily.
  • Easy to download the document from the files in directory.
  • Users can see related documents from the directory & sub-directory.
  • Easy to see directory tags & document tags from the menu bar.
  • You can share a directory with more than one user at once using the "Share" button. New
  • Email sent with attachments downloads links. New

Select user or manager.


In "Documents" go to all documents.


Document form view, you can change the directory and document tags from here.


In "Document Directory" go to the directory, you can create a directory here. Using files & sub-directory users can see details of particular documents. Search bar used for search directory.


You can filter the directory using my directory & visible directory, You can add custom filter in the directory.


You can group by directory using created by, partner & created date, You can add custom group in the directory.


The group by created by looks like below.


You can group by directory using parent directory.


You can group by directory using custom day.


In the directory form view parent directory files, sub-directory, directory tags & you can select a visible directory or not.


You can see all directory from the search bar, no matter it visible or not.


In the directory form view, in files, you can download your attachment.


In the directory form view, in sub-directory, you can see related files from the "View Related Files" button.


In the directory form view, You can see total files from the smart button from the top-right screen.


Total files kanban view of the main directory.


In the directory form view, You can see total sub-directories from the smart button from the top-right screen.


Total sub-directories kanban view of the main directory.


From the directory kanban view, you can see files using the below button of the directory.


Total files kanban view of the main directory.


From the directory kanban view, you can see sub-directories using the below button of the directory.


Total sub-directories kanban view of the main directory.


From the directory tree view, you can see the related files using the "View Related Files" button.


Total files kanban view of the main directory.


In "Configuration" go to directory tags, list view of the directory tags look like below.


Directory tags form view look like below.


In "Configuration" go to directory tags, list view of the document tags look like below.


Document tags form view look like below.


V15.0.9

heading

Kanban view of all documents.
When you click on the document icon, a document popup will appear, allowing you to preview the document.
Click on icons.


Here you can see the video popup.


The image popup looks like below.


PDF popup looks like below.


Tree view of all documents.
Click on the 'Preview' button to view the document.


Preview of the document.


Click on the 'Preview' button to view the document.


If no attachment is added, this error message will appear.


Click on the 'Preview' button to view the image icon.


Image icon.


V15.0.5

heading

In the Directories form view, select the users you want to send the email and then click on the share icon.


Open that email, you will find the names of the users you previously selected in the Directories.
Click on the 'Click to Download' option.


Check your download folder, where you will find the downloaded zip file.


Extract the contents of the zip file and view the attachments.


To share documents with specific users, access the all document form view, select the desired users, and click on the share icon.


Open that email, you will find the names of the users you previously selected in all documents.
Click on the 'Click to Download' option.


Check your download folder, where you will find the downloaded zip file.


Extract the contents of the zip file and view the attachments.


Version 15.0.9 | Released on : 12thJune 2024

New Kanban & List View Document Previewer Added.

Version 15.0.8 | Released on : 5thJun 2024

Fixed Minor Bug Fixed.

Version 15.0.7 | Released on : 25thMay 2024

Fixed Minor Bug Fixed.

Version 15.0.6 | Released on : 27thApril 2024

Fixed Minor Bug Fixed.

Version 15.0.5 | Released on : 17thAugust 2023

New On Click Share Button, Send Email To Multiple Users.
New Email With Related Attachments Download Link.

Version 15.0.4 | Released on : 6thDecember 2022

New Users Can See Own Directories & Documents.

Version 15.0.3 | Released on : 22ndNovember 2022

Fixed Spanish Translation Issue Fixed.

Version 15.0.2 | Released on : 19thMay 2022

New Whole Directory Export As Zip File.

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.
  • No, This app is not compatible with Odoo's Multi-Company/Multi-Website 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

heading
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

You May Also Like

heading

Most Demanded Apps

heading
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
Hola!
by
Ernesto Castro
on 11/21/22, 7:42 PM Confirmed Purchase

Hola he adquirido este módulo y me gustaría saber como darle permisos de acceso a mis usuarios por Directorios, y como puedo hacer para cambiar el idioma a Español. Gracias

Re: Hola!
by
Softhealer Technologies
on 11/21/22, 11:44 PM Author
Hola,
Espero que estés bien !

Póngase en contacto con nosotros en support@softhealer.com

Gracias...



by
fernan@covantia.com
on 1/19/22, 11:04 PM

Hello:

         I was trying to buy this and other Softhealer modules, however, I get a 500 internal error for all the ones I tried. I tried in 3 different browsers with the same result. Let me know if this maybe an issue with the Odoo system or your links to the modules. 

Thanks | Fernan

Re:
by
Softhealer Technologies
on 1/21/22, 12:59 PM Author

Hello,

Issue Resolved. Pls try again.

Thank you.