| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 2561 |
| Technical Name |
mfx_dms_core |
| License | OPL-1 |
| Website | https://macrofix.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 2561 |
| Technical Name |
mfx_dms_core |
| License | OPL-1 |
| Website | https://macrofix.com/ |
DMS Core - Enterprise Document Management System
Centralized document management with folder hierarchy, metadata framework, lifecycle engine, security model, and more.
Folder hierarchy with unlimited nesting and document counts
Key Features
Folder Hierarchy
Organize documents in an intuitive tree structure with unlimited nesting. Drag and drop support, breadcrumb navigation, and bulk operations.
Document Lifecycle
Track documents through configurable states: Draft, Uploaded, Validated, Active, Expired, and Archived. Automated state transitions with scheduled actions.
Tag System
Flexible tagging with categories and color coding. Quickly filter and organize documents across folders using custom tags.
Metadata Framework
Define custom metadata schemas with typed fields (text, number, date, selection). Apply schemas at folder level for consistent data capture.
Security Model
Fine-grained access control at folder and document level. User groups, permission inheritance, and record rules for compliance.
Attachment Bridge
Seamlessly link DMS documents to any Odoo record. Upload attachments that automatically become managed DMS documents.
Document list with classification, state tracking, tags, and metadata
Document form with lifecycle states, smart buttons, and metadata tabs
Tag management with categories and color coding
Built-in user manual with getting started guides for every module
Modular Architecture
Extend DMS Core with powerful add-on modules
| Module | Description | Price (USD) |
|---|---|---|
| DMS Core | Base DMS engine with folders, documents, metadata, tags, lifecycle | FREE |
| DMS Versioning | Full version control with check-in/check-out and rollback | $74.39 |
| DMS Workflow | Multi-stage document approval workflows | $99.19 |
| DMS Collaboration | Review cycles and team collaboration | $74.39 |
| DMS Audit | Immutable audit trail and compliance reports | $74.39 |
| DMS Retention | Retention policies with expiry and secure deletion | $74.39 |
| DMS Security Advanced | Data classification, encryption, watermarking, legal hold | $99.19 |
| DMS OCR | Smart text extraction from PDFs, images, and text files | $124.00 |
| DMS Search | Full-text search with saved queries | $49.59 |
| DMS Portal | Portal experience for external users | $74.39 |
| DMS API | REST API with webhooks | $124.00 |
| DMS Email Ingestion | Auto-create documents from incoming emails | $74.39 |
| DMS Storage Manager | Storage abstraction layer | $74.39 |
| DMS Storage S3 | Amazon S3 / S3-Compatible storage | $74.39 |
| DMS Storage Google Drive | Google Drive storage backend | $74.39 |
| DMS Storage Local | Local filesystem storage | $49.59 |
| 9 Integration Modules | Sale, Purchase, Accounting, CRM, Project, HR, MRP, Helpdesk, Sign | $49.59 each |
Configuration
- Install DMS Core from the Odoo Apps menu
- Navigate to Documents in the main menu
- Create your first Folder to organize documents
- Upload documents via the Upload button or drag and drop
- Configure settings under Documents > Configuration
- Install additional DMS modules as needed for versioning, workflow, OCR, etc.
Need Help?
For support, feature requests, or custom development needs, reach out to us.
support@macrofix.com | www.macrofix.com
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.
Please log in to comment on this module