16.36

v 17.0 Third Party 10
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Community Apps Dependencies
Lines of code 472
Technical Name sh_task_document
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 18.0 17.0 16.0 12.0 14.0 13.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Community Apps Dependencies
Lines of code 472
Technical Name sh_task_document
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 18.0 17.0 16.0 12.0 14.0 13.0 15.0
logo
Community Enterprise Odoo.sh

Task Document Management

heading

This module is very useful to manage important documents of the task. It helps to send email notifications to customers for document expiration. You can send notifications before/after the expiry date as well as when the document expires. We provide a multiple email feature that helps to send email notifications to multiple customers at a time. You can see the document without download using the document smart button. This module allows sending the notification using scheduled action or manually. cheers!

Hot Features

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Manage Documents By Tags
Manage Task Documents
Email For Document Expiration
See Document Without Download

Features

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  • Easy to manage task documents.
  • You can send an email notification to the customer for document expiration.
  • You can send multiple customers email notifications at a time.
  • You can send notifications before/after expire the document.
  • You can send notifications at the expiry date of that document.
  • You can see the document without download that document.
  • Easy to send the notification using scheduled action or manually.

Tick the 'Access Task Document' & 'Enable Tags In document' group.


Now go to the task and attach the document.


You can see the document without download using the document smart button.


After press on the document smart button, it opens the document kanban view.


In the document form view tick, the 'Expiry Date Notify?' to get expiry date email notification.


You can see the document without download that document.


Go to 'Tags'.


You can create tags from here.


Now press 'Document' smart button.


Documents kanban view with tags.


Documents form view with tags.


Documents kanban view with tags.


You can search documents by tags.


Search result.


You can send email notifications to multiple customers using the 'Notify Email' option.


You can send the notification manually by modifying scheduled actions.


Manually sends email notifications without scheduled actions.


You can send multiple customers emails manually also. The email notification form view looks like this, you can see the document from here.






Tick the 'Notify Customer' to send document expiry notification to the customer only.


Email notification list view.


Email notification form view, you can also see the document from here.


You have to tick 'Expiry Date Notify?' to get an email notification on the expiry date.


Tick/untick 'On Expiry Date Notification' to enable/disable email notification on the expiry date.


It sends email notifications based on the configuration.


The email notification form view looks like this.


The task kanban view looks like this.


Version 17.0.1 | Released on : 8th November 2023

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
  • Yes, you will get free update for lifetime.
  • For version 12 or upper, you will need to purchase the module for each version that you want to use.
  • Yes, we provide free support for 100 days.

Multi-Languages

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We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.

english germany arab spanish Chinese French

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