Advanced Document Management with Directory & Auto Numbering Odoo App

Document Directory and Numbering Extension for Attachments Odoo DMS

Enhanced Document Handling: Directory Structure & Numbering in Odoo

Odoo Document Management System with Folder Structure & Auto Numbering

This module enhances Odoo standard attachment system by introducing structured document directories, automated numbering per directory, and record based organization. It allows Document Managers to efficiently manage files from a central Documents menu, with directory specific access control and support for model and resource ID based folder structuring. If no directory is found, documents default to a generic DOC/ sequence. Ideal for teams needing secure, organized, and scalable document management within Odoo.

Main Features:

• This app enhances Odoo standard attachment module by introducing advanced features such as document directories and numbering, enabling Document Managers to efficiently manage all files directly from the Documents menu.
• Document Managers can structure folders by model/object, making document navigation and classification more efficient.
• Each directory or folder maintains its own separate sequence numbering for attachments and documents. The sequence field is visible on the directory form, as shown in the screenshots below.
• Directory specific security can be configured, enabling only designated user groups to access or create documents within a directory. If no group is assigned, access is unrestricted.
• The Document Manager group controls access to the Document menu. This group must be assigned to users who are responsible for managing documents.
• This app is tailored for Document Managers, offering a comprehensive solution to manage documents in Odoo, as illustrated below.
• When no matching directory is found for a model or object, attachments will follow a generic sequence with the prefix 'DOC/'.
• Directories can also be created for individual records by specifying their resource ID. Documents attached while viewing that record will then be automatically organized under the corresponding directory.
• For a detailed walkthrough, please refer to the video and the screenshots below.

Document Manager Menu Access:

• Document
  • Directories
    • Directories
    • Directories Structure
  • All Documents
    • All Documents

Directory List View

Invoice Documents Directory Form View Example

Access invoice documents by clicking the Documents smart button on the directory form

View and Manage Attachments on Invoice Form (Standard Odoo)

Managing Attachments on the Invoice Form (Odoo Standard)

List View of Attachments (Odoo Standard)

Attachments Form View Featuring Send by Email Button

View All Documents from the All Documents Menu

Attachments can be added by internal users (e.g., John) via the standard invoice form in Odoo

Smart Button Visibility After Adding Attachment - Logged in as Document Manager (Mitchell Admin)

Kanban View of Documents After Adding Attachment

Warning: Directory Already Exists

A directory has already been created with the same model and resource ID.

Linked Subdirectory per Resource/Record ID

Example: Directory Linked to Invoice Record (Resource ID)

Attachment Form View with Send by Email Button

Compose Email Popup Opened by Send by Email Button

Form View Example: Directory for Task Documents

Access Task Documents via the Documents Smart Button on the Directory Form

Linked Documents on Task Form (Odoo Standard)

Managing Attachments on the Task Form (Odoo Standard)

List View of Attachments (Odoo Standard)

Odoo Attachment Form with Send by Email Button

Internal users (e.g., John) have permission to attach files to tasks using the standard task form in Odoo

Once the attachment is added, log in as Document Manager (Mitchell Admin) and access it via the Documents smart button.

Kanban View of Uploaded Documents

Warning: Directory Already Created

A directory has already been created for this model and resource ID combination.

Child Directory Associated with Model and Resource ID

Example: Directory Linked to Task Record (Resource ID)

Odoo Attachments Form View with Send by Email Button

Send by Email Button: Open Email Composer

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse