| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 1326 |
| Technical Name |
kx_documents |
| License | LGPL-3 |
| Website | https://koderxpert.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 | 1326 |
| Technical Name |
kx_documents |
| License | LGPL-3 |
| Website | https://koderxpert.com |
| Versions | 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Document Reminder
The Document Reminder module for Odoo helps users manage and keep track of important document expiration dates. Users can easily upload documents, set when they expire, and get automatic reminders 10 and 5 days before the expiration date.This feature ensures that documents are renewed on time, helping to avoid any issues with expired documents.
Explore This Module
Overview
In this module, you will be able to use document reminder.
Features
Available in Odoo 16.0 Community and Enterprise.
This feature allows users to store their critical documents securely within the Odoo environment. The uploaded documents are associated with the user who uploaded them, ensuring easy access and management. Users can set an expiration date for each document during the upload process.
To prevent missing important deadlines, this feature automatically tracks the expiration dates of uploaded documents. The system sends an email reminder to the user 5 to 10 days before the document is set to expire, giving ample time to take necessary action.
Security is paramount, and this feature ensures that each document is accessible only by the user who uploaded it. This helps maintain privacy and ensures that sensitive documents are protected from unauthorized access.
This feature allows users to customize their reminder settings. Users can choose to receive alerts 5 or 10 days before a documentâs expiration date, providing flexibility to suit their needs.
Screenshots
Add Document Of Any Customer
This screenshot displays a part of the settings in a contact module, specifically where you can manage customer contacts. The 'Documents' section is for adding customer document details.
Add Expiry Date For Documents
This screenshot shows the settings in a contact module where you can manage customer contacts. The 'Documents' section allows you to add document expiry dates and set notifications for a certain number of days before they expire.
Send Document Reminder Email
This screenshot shows the settings in a contact module where you can manage customer contacts. The 'Documents' section allows you to set up email notifications to be sent a specified number of days before a document expires.
Show All Document List
This screenshot shows all the created documents.
Show Dashboard For All Details
This screenshot displays all the details for the dashboard page.
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