Skip to Content

Portal Document Management | Document Management | Portal Document Management System (community Edition)

by
Odoo

$ 23.59

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 2323
Technical Name ais_portal_documents_management
Websitehttps://www.averians.com
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 2323
Technical Name ais_portal_documents_management
Websitehttps://www.averians.com
Versions 18.0 19.0

Portal Document Management | Document Management | Portal Document Management System (community Edition)

This module provides a simple yet powerful way to manage documents using directories (folders), tags, export options, numbering, version control, and security groups. It also enables users to access and organize documents efficiently within the system.

Features.

- User and Manager Group Security

- Folder View Based on Document Modules

- Document Version Control

- User Documents Management

- Document Numbering System

- Tag-Based Filtering

- Portal Documents Management

- Document Sharing

- Upload Documents Through the Portal

- Send Documents via Email

- Export Multiple Documents as ZIP Files

- Personal Document Storage

- Shared Documents Access

- Individual Portal Access for Each User

01

User settings.

Settings -> users & companies -> Users -> Documents

02

User Document View.

Documents -> Documents

View


03

Document Preview.

Documents -> Documents -> Zoom Icon

04

Document Share.

Documents -> Documents -> Share Icon

05

File Categories (Folders).

Documents -> Configurations -> File Categories

06

Lable Groups (Lables).

Documents -> Configurations -> Lables

07

Portal.

Portal -> Documents

Portal -> Documents - List

Get Help From Us!

Email Need Our Service ? Our Products

Portal Document Management | Document Management | Portal Document Management System (community Edition)

  • This module extends the Odoo Approvals module to provide portal users with the ability to create, view, edit and manage their approval requests directly from the customer portal.

Features

  • User and Manager Group Security
  • Folder View Based on Document Modules
  • Document Version Control
  • User Documents Management
  • Document Numbering System
  • Tag-Based Filtering
  • Portal Documents Management
  • Document Sharing
  • Upload Documents Through the Portal
  • Send Documents via Email
  • Export Multiple Documents as ZIP Files
  • Personal Document Storage
  • Shared Documents Access
  • Individual Portal Access for Each User

Installation

  • Copy the ais_portal_approval_request module into the Odoo addons folder
  • Update the Apps List
  • Install the module like any standard Odoo module

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.