Advanced Document Management System | DMS File Manager | Document Portal & Secure Share Links | Folder Access Control | Document Content Search
by CODEerts https://www.codeerts.com$ 39.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1458 |
| Technical Name |
codeerts_dms |
| License | OPL-1 |
| Website | https://www.codeerts.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1458 |
| Technical Name |
codeerts_dms |
| License | OPL-1 |
| Website | https://www.codeerts.com |
| Versions | 17.0 18.0 19.0 |
Advanced Document Management System
A real document library inside Odoo.
Folders, access control, content search, portal and secure share links.
Organize every file and link in folders, control who can see and edit each one, search inside PDF and Word content, lock sensitive folders with a PIN, and share with customers through the portal or expiring links.
Tree Folders & Sub-folders | PDF / Word Searched Inside | PIN Lockable Folders | Portal Customer Access | v18 Compatible |
What this module does
Advanced Document Management System turns Odoo into a complete document library. Store files or external links in a clean tree of folders and sub-folders, classify them with categories and tags, and keep a full activity history on every document.
Control access folder by folder with read versus read and write membership, search inside the actual content of PDF, Word and text files, seal confidential folders with a 4-digit PIN, and work with customers safely through the portal, expiring share links and document requests.
The document problem every growing team knows
| Files scattered everywhere Contracts, drawings and certificates live in email, shared drives and desktops. Nobody can find the latest version when it matters. | No control over who sees what Sensitive documents sit in folders anyone can open, and there is no clean way to give one team read-only and another full access. | Sharing means insecure attachments Documents go out as email attachments with no expiry and no way to pull them back once sent. |
🗂️ One organized libraryEvery document in folders and sub-folders, as a file or a link, with tags, categories and a full audit history on each one. | 🔐 Access you can trustPer-folder read and write membership on top of User and Manager groups, plus a PIN lock that fully seals a folder. | 🤝 Work with customers safelyExpiring share links, a customer portal and document requests, so files reach the right people without insecure attachments. |
Everything in the box
| 📁 Folders & Sub-folders Organize documents in a clean folder tree with unlimited sub-folders and a full path on every record. | 🔗 File or Link Store an uploaded file or point to an external URL. Both live side by side in the same library. |
| 🔍 Content Search Search inside PDF, Word and text files, not only the name. Find a keyword buried in a contract in seconds. | 🔐 Two-Layer Access Global User and Manager groups, plus per-folder read versus read and write membership for fine control. |
| 🔒 Folder PIN Lock Seal a folder with a 4-digit PIN. Locked folders are fully read-only and cannot be opened until unlocked. | 🌐 Customer Portal Members and contacts see documents shared with them in the Odoo portal, all token protected. |
| 📤 Secure Share Links Generate an expiring, revocable share link for any document and email it to a customer or partner. | 📥 Request a Document Ask a contact to upload a document. They can do it from a link even without an Odoo account. |
| 🕑 Version History Replacing a file snapshots the old one automatically. Restore any earlier version in one click. | 🏷 Tags & Categories Classify documents with colored tags and user-defined categories, then filter by them instantly. |
| 📧 Email to Folder Give a folder its own email alias so anything emailed in becomes a document automatically. | ⭐ Favorites on Top Star the documents you use most. Favorites are pinned to the top of every list and kanban. |
How it works
1 | Build your folder tree Create main folders and sub-folders for your projects, departments or clients. Add documents as uploaded files or external links. |
2 | Set access per folder Decide who can view and who can edit each folder, and lock confidential folders with a 4-digit PIN. |
3 | Find anything fast Filter by folder, category or tag, and search inside the content of PDF, Word and text files, not just their names. |
4 | Share with customers Send an expiring share link, give portal members access, or request a document a contact can upload from a link. |
5 | Keep a full history Every file replacement is versioned and every change is logged in the chatter, so you always know who did what. |
Screenshots
See it in action, from setup to secure sharing.
STEP 1 OF 13 - Documents hub: folder tree, categories and tags
STEP 2 OF 13 - List view: scan the whole library fast
STEP 3 OF 13 - Search inside file content
STEP 4 OF 13 - The document record: file or link, tags, full history
STEP 5 OF 13 - Per-folder access: read versus read and write
STEP 6 OF 13 - Email documents straight into a folder
STEP 7 OF 13 - Lock a folder with a 4-digit PIN
STEP 8 OF 13 - A sealed folder is fully read-only
STEP 9 OF 13 - Automatic version history
STEP 10 OF 13 - Share a document by email with a secure link
STEP 11 OF 13 - Request a document from a customer
STEP 12 OF 13 - Customer portal: the document page
STEP 13 OF 13 - Customer portal: My Documents
Technical information
Version 18.0 |
License OPL-1 |
Editions Community & Enterprise |
Dependencies Mail, Portal |
Technical name: codeerts_dms · PDF and Word content search use the optional pdfminer.six and python-docx libraries; the module installs and runs without them.
Frequently asked questions
Install this module. It adds folders and sub-folders, file or link documents, categories, tags, per-folder access control, content search, a customer portal and secure share links, all inside Odoo Community.
Yes. The search looks inside PDF, Word and text files, not just the document name, so you can find a keyword or a clause the same way recruitment search works on CVs.
Each folder has a read list and a read and write list of users or groups. Read-only members can view documents; read and write members can also add, edit and delete. Leave the lists empty to make a folder open to every Document user.
Set a 4-digit PIN on the folder. While it is locked the whole folder is sealed: no one, not even a Manager, can open, edit, add or delete its documents until the folder is unlocked with the PIN.
Yes. You can send a secure, expiring share link, or request a document from a contact who then uploads it from a link without needing an account.
Use the version selector at the top of this page to pick your Odoo release. It works on both Community and Enterprise.
The team behind this module
About CODEerts
Full-Service Odoo ERP Agency · Solutions That Scale
Every module in our store is built from real client work, tested in production and maintained long-term by a team of Odoo certified consultants. When you need more than an app, we deliver the full solution.
| 🏗️ Implementation Full Odoo roll-outs from requirements to go-live, across any industry and company size. |
🧩 Custom Development Bespoke modules, OWL components and business logic built precisely to your workflow. |
🔄 Migrations Zero-data-loss upgrades from older Odoo versions with full custom module porting. |
Odoo Certified |
6+ Years |
50+ Projects |
10+ Industries |
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