| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 1375 |
| Technical Name |
zehntech_customer_document_management |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 1375 |
| Technical Name |
zehntech_customer_document_management |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 |
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10:30 AM to 7:30 PM PST) and One time Setup
Customer Document Management App
Centralize and streamline your customer document management directly within Odoo. Customer Document Management Odoo module empowers you to efficiently handle a high volume of customer-related documents through features like:
Bulk document upload, automated expiry management this Odoo app track document expiration dates and configure automated email alerts to relevant users before, on, and after expiry, ensuring timely renewals and compliance. With real-time Analytics Dashboards feature gain clear visibility into the status of your customer documents with intuitive dashboards, allowing you to monitor progress and identify potential bottlenecks. Role-Based access control feature defines granular access permissions based on user roles, ensuring that sensitive customer documents are only accessible to authorized personnel. Customers can be restricted to viewing only their own documents, maintaining data privacy. With Organized Tagging and Categorization feature gives you a flexible system for tagging and categorizing documents, making it quick and easy to search, filter, and retrieve specific information when needed.
Customer Document Management Odoo app enhances efficiency, reduces administrative overhead, improves compliance, and provides a secure and organized repository for all your critical customer documentation within your Odoo environment.
User Manual for Customer Document Management -
https://web.kopyst.com/sharedoc/iruwwn
FEATURES
SCREENSHOTS
SUPPORT
FAQs
ABOUT ZEHNTECHKey Features
Screenshots
Upload and Manage Documents
The Upload and Manage Customer Documents feature is essential for maintaining accurate and organized customer records. This feature allows users to upload documents directly from the Contacts form, set expiry dates, specify notification emails, and assign categories and tags. Customers can digitally sign documents, attach URLs from Google Drive, Dropbox, or OneDrive, and upload files in formats such as PDF, PNG, DOC, DOCX, and Excel.
Track and Filter Documents
The Track and Filter Documents feature offers a centralized list of all customer documents with status indicators like Expired, Expiring Soon, Valid, and Not Expired. Users can filter by categories and tags, and export records for reporting.
Automating Document Expiry Email Notifications
This feature automates email notifications for document expiration, sending reminders at three key stages: a customizable number of days before expiry, on the expiry date, and after the document expires, ensuring timely alerts and seamless document management.
Expiry Reminder with Custom Time
This feature allows administrators to globally configure how many days before and after a document’s expiry email reminders should be sent, along with the exact time of day for sending notifications, ensuring consistent and timely alerts across all documents.
Expiry Status Dashboard with Visual Insights
This interactive dashboard provides a clear visual overview of all documents, showing totals and breaking them down into expired, not expired, and those expiring within the next 7 days—helping users track document status at a glance and take timely action.
Document Status Overview
Quickly view and manage documents by status—Total, Expired, Not Expired, and Expiring Soon (7 Days)—with clickable filters that open detailed document lists for instant access and tracking.
Support
Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
FAQs
Q1. Why Choose the Customer Document Management App?
A - Managing customer documents manually often results in missed deadlines, compliance risks, and disorganization. The Customer Document Management module streamlines document tracking, categorization, and expiration notifications, ensuring timely communication and complete visibility. With features like intelligent tagging, cloud storage document links , and real-time expiry dashboards, it offers a comprehensive solution for efficient and compliant document management.
Q2. How Are Expiry Notifications Sent?
A - Email notifications are sent before expiry (based on customer or global settings), on the expiry date, and after expiry (for follow-ups). Notifications support multiple recipients and can be triggered manually or via scheduled cron jobs.
Q3. I need some customization in this app. Is it possible?
A - Yes, you can customize the module if you need additional features. We can also assist with the customization. Just email us at odoo-support@zehntech.com with your requirements.
Q4. Will I get lifetime updates for this app?
A - Yes, after purchasing the app, you are eligible for lifetime updates. Check the app page for the changelog, and you can download the updated module from the same link as your original download. If you'd like us to send you update notifications, contact us at odoo-support@zehntech.com.
Q5. I have more questions regarding this app. How do I contact you?
A - Feel free to send us an email at odoo-support@zehntech.com with your questions, and we’ll get back to you as soon as possible.
About Zehntech
We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.
Since 2013, Zehntech has been a force in Software Product Development and SaaS Engineering, delivering over 8 products with a 5 million ARR. These products span Utility and Oil & Gas IIOT solutions, E-commerce platforms, and Enterprise web and mobile applications, including Y-incubator-backed startups. Our team, following industry-standard processes, focuses on transforming business challenges into scalable solutions.
Key Competencies:
ERP and CRM : Solutions built for streamlined business processes and customer relationships across the organization.
IT Product Development: Tailored software solutions for unique business needs.
SaaS Engineering: Scalable and secure SaaS solutions designed for optimal performance. AI/ML Product Development: Creating intelligent, data-driven systems.
Web and Mobile Development: Comprehensive end-to-end development services.
Cloud Computing: Robust and scalable cloud solutions.
24/7 Support Services: Round-the-clock support to ensure business continuity.
Our Services
Odoo Customization
Odoo Support & Maintenance
Odoo Integration
Odoo Implementation
Odoo Migration Services
Odoo Theme Development
Odoo Website Development
Odoo Mobile App Development
Get In Touch
Need help?
Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
Customer Document Management
Odoo module for multi-document upload, expiry alerts, analytics dashboards, secure role-based access, and document organization.
Table of contents
Key Features
- Upload and Manage Documents: The Upload and Manage Customer Documents feature is essential for maintaining accurate and organized customer records. This feature allows users to upload documents directly from the Contacts form, set expiry dates, specify notification emails, and assign categories and tags. Customers can digitally sign documents, attach URLs from Google Drive, Dropbox, or OneDrive, and upload files in formats such as PDF, PNG, DOC, DOCX, and Excel.
- Track and Filter Documents: The Track and Filter Documents feature offers a centralized list of all customer documents with status indicators like Expired, Expiring Soon, Valid, and Not Expired. Users can filter by categories and tags, and export records for reporting.
- Automating Document Expiry Email Notifications: This feature automates email notifications for document expiration, sending reminders at three key stages: a customizable number of days before expiry, on the expiry date, and after the document expires, ensuring timely alerts and seamless document management.
- Expiry Reminder with Custom Time: This feature allows administrators to globally configure how many days before and after a document’s expiry email reminders should be sent, along with the exact time of day for sending notifications, ensuring consistent and timely alerts across all documents.
- Expiry Status Dashboard with Visual Insights: This interactive dashboard provides a clear visual overview of all documents, showing totals and breaking them down into expired, not expired, and those expiring within the next 7 days—helping users track document status at a glance and take timely action.
- Document Status Overview: Quickly view and manage documents by status—Total, Expired, Not Expired, and Expiring Soon (7 Days)—with clickable filters that open detailed document lists for instant access and tracking.
Summary
Odoo module for multi-document upload, expiry alerts, analytics dashboards, secure role-based access, and document organization.
Installation
- Download the module from the Odoo App Store or clone the repository.
- Place the module in your Odoo addons directory.
- Update your Odoo instance to include the new module.
- Install the module through the Odoo interface.
How to use this module:
- Navigate to the Customer Document Management app in your Odoo dashboard.
- Upload and Manage Documents: Create and manage customer documents under Contacts > Documents with expiry dates, tags, attachments, and automated email reminders.
- Track and Filter Documents : Track and filter all documents in the tree view by status, tags, and categories using the search bar.
- Automating Document Expiry Email Notifications: Automate document expiry email notifications with templates and attached document URL links.
- Expiry Reminder with Custom Time: Set global expiry reminder timing with custom days before/after and notification time in Document Expiry Notifications settings.
- Expiry Status Dashboard with Visual Insights: Interactive dashboard showing total documents, expiry status, upcoming expiries, and visual insights with clickable charts for detailed overviews.
- Document Status Overview: Get a count of all document statuses—expired, not expired, expiring in 7 days, and total—with clickable stats that open filtered tree views.
Support
Zehntech Technologies
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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