Attachment / Document Extension with Directory and Numbering

Document Management System (DMS) with Directory and Document Numbering

Document Folders / Document Directory Odoo App

Main Features:

• This app will add the below features to the document/attachment module of Odoo Standard and allow Document Manager to handle/manage all the documents from the documents menu.
• Allow Document Manager to create and manage a directory/folder by model/object as shown.
• Every directory/folder has separate sequence numbering for attachments/documents. You can see the sequence field on the directory form the below screenshots.
• App also adds security to the 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 group's list). So for the user who is a document manager user you have to assign this new group to that user.
• This app is totally dedicated and made for Document Manager who can manage documents in Odoo as shown in 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 the 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 the below screenshots.

Available Menus:

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

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