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Document Management PREVIEW + FREE 60 days support technical/fix bug (60-day warranty)

by
Odoo

$ 149.00

v 17.0 Third Party 25
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 435052
Technical Name windx_documents_management_preview
LicenseLGPL-3
Websitehttps://windx.com.vn
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 435052
Technical Name windx_documents_management_preview
LicenseLGPL-3
Websitehttps://windx.com.vn
Versions 17.0 18.0
Snow
Background

MANAGEMENT ATTACHMENT/DOCUMENT WITH DIRECTORY, SECURITY AND TAGS

Smart document and attachment management made easy!

OUTSTANDING FEATURES

This powerful module enhances Odoo’s document handling by allowing you to organize attachments and documents into custom directories, apply multiple tags, and control access with advanced security settings. Perfect for teams that need structure, visibility, and secure collaboration in managing files across the system.
Background

Free 60 Days support

WinDX will provide FREE 60-day support for any doubts, queries, and bug fixing or any types of issues related to this module. This is applicable from the date of purchase.

Contact us:

WhatsApp

+84945027735

E-Mail

nguyenxuanlinh@windx.com.vn

Facebook

https://www.facebook.com/windxofficial

Website

https://windx.com.vn/

FEATURES
MENU
HOW IT WORKS
SUPPORT
FAQS
Background

1. Organize documents and attachments into directories

2. Tag documents for easy searching and filtering

3. Set access rights and security rules per directory

4. Seamless integration with Odoo records

5. Clean and intuitive user interface

6. Boosts efficiency and document traceability

7. Preview attachments (pdf, images, audio, video, MS Office) and documents without downloading

1. Configuration - Directory Tags

2. Configuration - Document Tags

3. Directories

Kanban View
Kanban View
Directory Details(Form View)
Open Documents smart button "Attachments" in Kanban View or Form View

4. Add Attachments

Internal User (Abigail Peterson) can add attachments on Employee form (Odoo Standard)
Login with Document Manager - Mitchell Admin after add attachment

5. All Documents

6. My Documents - Employee (Abigail Peterson) Login

7. Attachments

Kanban View
Form View
Send Email with Attachment

8. Preview attachments(pdf, images, audio, video, MS Office) and documents without downloading

A button like ( ) will be visible beside all binary fields like shown in the image
Allow access to preview the attachments for the normal user

User Guide

Watch video tutorial
Click here

Contact us

WhatsApp

+84945027735

E-Mail

nguyenxuanlinh@windx.com.vn

Facebook

https://www.facebook.com/windxofficial

Website

https://windx.com.vn/

General

The document_management_preview module allows users to manage documents and preview their content directly within Odoo without having to share through an external storage or download to local device

The module typically supports previewing common file types such as PDF, images (JPG, PNG, GIF), and Office documents (Word, Excel, PowerPoint), depending on the configuration and installed libraries.

To preview a document, simply navigate to the document record in Odoo and click the "Preview" button or icon. The file will be displayed in a popup.

By default, the module works with documents stored in Odoo's internal storage. Integration with external storage providers may require additional configuration or third-party modules.

SUGGESTED PRODUCTS

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