Document Management with Document Numerbing and Tags
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 250.39
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 672 |
| Technical Name |
document_directory_extension_security |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 18.0 17.0 13.0 16.0 14.0 15.0 11.0 10.0 12.0 |
Attachment/Document Extension with Directory, Numbering, Security and Tags
Document / Attachment Tags
Directory / Folder Tags
Document Manager / Document User
Document Management System (DMS) with Tags and Security
This module will add below features to the document / attachment of Odoo.Main Features:
- Every directory/folder having separate sequence numbering for attachments/documents.
- Allow you to create and manage directory tags for directories.
- Allow you to create and manage attachment/document tags for attachments.
- Allow you to set security on the directory form.
- Allow you to configure security on the directory form so only specific groups can access/create documents/attachments inside that directory. (Optional if you do not select a group then no security).
- For more details please check the below screenshots and check the video.
Document Manager can do below listed functions.
- All Directory visible to them and allow them to create new directory/folder and manage it.
- They can see all documents/attachments in the system.
- They can create/add/select/modify Document Tags.
- They can create/add/select/modify Attachment Tags.
Document User can do below listed functions.
- View directory/folder by model/object. Document User can see only directories where he/she is assigned as users on that directory form by Document Manager. So only directories where they are assigned are visible to Document Users.
- Able to access only Directory where they have been assigned.
- If there is no directory available for any model/object then attachment/document will follow the DOC/ generic sequence.
- They can select Document/Attachment Tags.
Employee can do below listed features.
- Employee/Internal User can only see menu Document/My Documents and once an employee clicks it will list only documents where the employee is the owner of that document/attachment. Other attachments will be hidden for them since they are normal employees / normal internal users.
Menus Available:
- Document
- Directories
- Directories
- Directories Structure
- All Documents
- All Documents
- Configuration
- Directory Tags
- Document Tags
- My Documents
- My Documents
Edition Compatibility:
Enterprise Odoo.sh Community
Directory Tags Configuration
Document Tags Configuration
Example - (Purchase Documents) Directory Form View
Open Purchase Documents from the smart button of Documents on the directory form.
Internal User (John) can add attachments on purchase form (Odoo Standard)
(Now login with Document Manager - Mitchell Admin) smart button of Documents after add attachment
Documents kanban view after add attachment
Manage Attachments on Purchase Form (Odoo Standard)
Attachments List View (Odoo Standard)
Attachments Form View
View all Documents from All Documents menu
Directory Already Exist Warning
if Resource Id and Model Already created with same number of Resource ID and same Model.
Attachments Form View and Send by Email button
Open Popup from Send by Email button
My Documents - Employee (John) Login
Example - (Sales Documents) Directory Form View
Open Sales Documents from the smart button of Documents on the directory form.
Internal User (John) can add attachments on sales form (Odoo Standard)
(Now login with Document Manager - Mitchell Admin) smart button of Documents after add attachment
Documents kanban view after add attachment
Manage Attachments on Purchase Form (Odoo Standard)
Attachments List View (Odoo Standard)
Attachments Form View
Directory Already Exist Warning
if Resource Id and Model Already created with same number of Resource ID and same Model.
Attachments Form View and Send by Email button
Open Popup from Send by Email button
My Documents - Employee (John) Login
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
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module