A Document Management for Odoo ERP is designed to streamline and enhance the management of digital documents within the Odoo environment. This system is an integral part of NDev workflow's suite and is tailored to work seamlessly with other Odoo modules, offering a holistic approach to enterprise resource planning.

Differences from basic notes module

• Changes tracking
• History for changes
• Autosave for HTML-field
• Fullscreen preview without chatter
• Group and users access for documents
• Document categories with default settings

Documents kanban view

In NDev Document Management System, the Kanban view organizes documents into a visually intuitive, card-based layout. Each card, representing a document, displays crucial information and can be easily categorized into different columns to signify various stages or types. This view enhances user interaction through drag-and-drop functionality, allowing for efficient management and tracking of document workflows.

Documents List view

List view presents documents in a structured, table-like format, offering a clear and concise overview. This view allows for easy sorting and filtering of documents based on various parameters such as name, date, or status. It is particularly useful for handling large volumes of documents, enabling quick access and efficient organization

Document form

Permissions for groups are applied from categories by default, ensuring that access rights are consistent with the categorization of documents. Additionally, these permissions can be further customized for each individual user, allowing for granular control over document access and management based on specific user roles and requirements.

Changes tracking is a vital feature that monitors and records alterations in key fields such as name, description, content, states, and permissions of documents. This tracking mechanism provides a detailed history of any modifications made, allowing users to view who made the change, when it was made, and what specific changes were implemented. This comprehensive oversight is crucial for maintaining document integrity, ensuring accountability, and facilitating effective collaboration among team members.

Categories

Categories for documents serve as a method of organization, allowing users to classify and group documents based on common characteristics or themes. This categorization enhances the ease of searching and managing documents, facilitating quick access and efficient retrieval based on specific criteria.

Warning

Need additional library html2text for convert html to text must be installed