Document Management System with Tags, Directories, and Access Control

Document & Attachment Manager with Folder Structure, Tags, and Access Control

Attachment and Document Extension with Folder Hierarchy and Tagging System

Document Manager with Custom Directories, Tags, and Sequence Codes

Document Management System (DMS) with Tags and Security

This module enhances document and attachment management in Odoo by introducing structured directory level organization, tagging, and security controls. Each directory or folder maintains its own independent sequence numbering for documents and attachments, ensuring organized and traceable file management. Users can create and assign custom tags to both directories and individual attachments for easier classification and retrieval. Additionally, the module provides configurable security settings at the directory level allowing administrators to restrict access or document creation to specific user groups. If no groups are selected, the directory remains accessible to all users by default.

• Each directory or folder maintains its own independent sequence numbering for attachments and documents.
• Allows you to create and manage tags specifically for directories.
• Provides the ability to create and manage tags used for organizing attachments and documents.
• Allows you to configure security settings directly on the directory form.
• Enables group specific security settings on the directory form to control who can access or create documents and attachments within that directory. If no group is assigned, access is unrestricted.
• For more details, please refer to the screenshots and video below.

The Document Manager has access to the following features:

• All directories are visible to them, and they are allowed to create, manage, and organize new directories or folders.
• They have access to view all documents and attachments across the system.
• They can create, add, select, and modify directory tags.
• They can create, add, select, and modify attachment tags.

The Document User is allowed to perform the following actions:

• Users can view directories or folders organized by model or object, but only those to which they have been explicitly assigned by the Document Manager are visible and accessible.
• Access is restricted to directories they are assigned to other directories remain hidden.
• If no directory exists for a given model or object, attachments and documents will use the default “DOC/” generic sequence.
• Users can select and apply existing document and attachment tags; however, they cannot create new tags or modify existing ones.

Employees can perform the following actions:

• Employees/Internal Users can only access the Documents : My Documents menu.
• Users will only see documents or attachments they own within this view.
• All other documents and attachments remain hidden, as they do not have access to system-wide documents.
• This restriction ensures that normal employees or internal users can only manage and view their own files.

Document Management Menus:

• Document
• Directories
• Directories
• Directories Structure
• All Documents
• All Documents
• Configuration
• Directory Tags
• Document Tags
• My Documents
• My Documents

Directory Tags Configuration

Document Tags Configuration

Sample Directory Configuration: Purchase Documents

Access Purchase Documents directly via the Documents smart button on the directory form.

Odoo standard functionality allows Internal Users like John to add attachments on the Purchase form.

Log in as Document Manager (Mitchell Admin) and click the Documents smart button to view attachments

Attachment displayed in the Documents Kanban view

Managing Attachments on the Purchase Form (Odoo Standard)

List View of Attachments (Odoo Standard)

Form View of Attachment (Odoo Standard)

All Documents Can Be Viewed from the All Documents Menu

Directory Creation Warning: Directory Already Exists

A directory cannot be created if another one with the same Resource ID and Model already exists.

Attachment Form View with Send by Email Button

Click Send by Email to Open the Email Composer

Logged in as John (Employee) Viewing My Documents

Sales Documents Directory Form View Example

Open Sales Documents using the Documents smart button on the directory form.

Odoo Standard allows Internal Users like John to upload attachments directly on the Sales form.

Switch to Document Manager (Mitchell Admin), then use the Documents smart button to open the associated attachment.

Attachment Reflected in Documents Kanban View

Attachment Management on Sales Order Form (Odoo Standard)

List View of Attachments in Odoo (Standard Feature)

Form View of Attachment Records in Odoo

Warning: Directory with Same Name Already Exists

Check whether a directory with the same Resource ID and Model already exists before creating a new one.

Attachment Form View with Send by Email Button

Send by Email Button Opens Mail Composer Dialog

My Documents View : Logged in as Employee (John)

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