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Document Management System (DMS) - Partner Tags

by
Odoo

$ 517.92

v 17.0 Third Party 1
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Website (website)
• Discuss (mail)
Community Apps Dependencies
Lines of code 1029
Technical Name document_directory_myaccount_portal_extend
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Website (website)
• Discuss (mail)
Community Apps Dependencies
Lines of code 1029
Technical Name document_directory_myaccount_portal_extend
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 16.0 17.0 18.0

Document Management System (DMS) - Partner Tags

Document Partners fetch based on Partner Categories (Tags) Odoo App

Partner Tags on Documents and Attachments to Auto Fill Partners using Tags/Categories of Partners/Contacts

This application allows users to associate attachments/documents with multiple partner categories (tags), providing a flexible way to manage the share on portal partners feature. It allows you to set categories/tags on attachments/documents, which will then fetch partners in the partners field, even in the future. If you create a new partner under those categories, that new partner/contact will automatically appear here.


Main Features:

  • This application allows users to select partner categories for attachments/documents, automatically including partners based on assigned tags.
  • If the categories (tags) of an attachment are modified, the system will update the partners to reflect these changes, ensuring that attachments always have the correct associated partners.
  • When a new partner is created or an existing partner's categories are updated, the system automatically associates or dissociates the partner with the relevant attachments based on the assigned categories.
  • Even if categories change, manually added partners on attachments are preserved unless explicitly removed.
  • When a partner category is deleted, the system automatically removes any partners associated with that category from the relevant attachments.
  • Please watch the video for more details and review the screenshots below.

Edition Compatibility:


Enterprise Odoo.sh Community

Introduced a Partner Tags Field in the Attachment/Document Form View.

By choosing the Partner Tags, the associated partners linked to that tag will be automatically included.

List of Partners Associated with Partner Tag. (Odoo Standard)

By choosing the another Partner Tags, the associated partners linked to that tag will be automatically included.

Choose Partner Manually

Eliminating the Partner Tag will result in the removal of all associated partners.

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

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

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  • Odoo Support

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  • Odoo Customization

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  • Odoo Migration

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  • Odoo Training

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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,
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