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Document tag management

by
Odoo

$ 149.26

v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Documents (documents)
• Discuss (mail)
Lines of code 587
Technical Name fal_document_tag_management
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/document-tag-management-6743
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Documents (documents)
• Discuss (mail)
Lines of code 587
Technical Name fal_document_tag_management
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/document-tag-management-6743

STORY BEHIND THE FEATURE

ODOO BEHAVIOR

In Odoo 18, tags can be created and assigned to documents for better categorization and organization. However, the tags are not organized into categories, and there is no dedicated filter panel on the left side to easily sort documents by tags.




CLUEDOO BEHAVIOR

Cluedoo brings back the Odoo 16 feature with the following improvements:

✅ Tag Categories: Group related tags for enhanced organization and navigation.

✅ Tag Filter Panel: Provides a left-side panel for quick access and filtering of documents by tags.

✅ Automatic Tag Assignment: Automatically assigns selected tags to uploaded documents when tag filters are active, streamlining the tagging process.


CLUEDOO RECOMMENDATION

Install on 100% of your database.


OUR FEATURES AS SOLUTIONS

Tag Categories, Tag Filters, Automatic Tag Assignment

HOW TO USE THIS MODULE

TAG CATEGORIES
1. Go to Documents > Configuration > Tag Categories > Create a new category and add the tags
2. Navigate to the Tags menu, and you can see a new column for Category has been added
You can select a Category directly in a tag as well
TAG FILTERS
Go to Documents > There is a Tags filter added to the left panel
Select the tags that you want to filter > The files with those tags will show up

Note:
  • In the same category, the logical condition is "or"
  • Between different categories, the logical condition is "and"
AUTOMATIC TAG ASSIGNMENT
Select a/some tag(s) that you want to assign to the new document > Upload the file and it will automatically have the tag(s) 


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.

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