We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French /
Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple
languages, so possible translations may not be accurate. We welcome suggestions to make the translations
more accurate at support@softhealer.com.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 2508 |
| Technical Name |
sh_document_management_adv |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 2508 |
| Technical Name |
sh_document_management_adv |
| License | OPL-1 |
| Website | https://www.softhealer.com |
Days Free Support
365
Custom Apps
1350+
top seller of odoo marketplace
Happy Customer
8987+
Year Of Experience
10+
countries
50+
Talented healers
100+
Industries Served
45+
Odoo Community Implementation
200+
Best partner Nominee
2024
Branches
Demo
support@softhealer.com
Support
support@softhealer.com
Customization
sales@softhealer.com
Community
Enterprise
Odoo.sh
Advanced Document Management
This advanced Document Management System lets users organize files through directories and
sub-directories with ease. Users can filter documents using âVisible Directoryâ and âMy Directory,â and
group them by directory, date, or creator for quick access. Powerful search tools and customizable
filters make navigating even large file sets simple.
The module also supports directory and document tags for extra classification, along with previewing and
downloading files directly from each directory. With its smooth interface and intuitive folder-based
structure, it provides a complete, user-friendly document management experience in Odoo.
Related Modules
Key Features
Features
Directory Creation & Organized Folder Structure
Create directories and sub-directories to maintain a clean, structured, and easily navigable document hierarchy.
Secure Document Storage
Store and manage documents safely with controlled access and organized directory-wise storage.
Upload, Preview & Download Documents
Upload files into directories, preview documents instantly, and download them as needed.
Smart Reminders & Notifications
Set reminders on documents, and the system sends automatic email notifications at the scheduled date and time.
Customizable Email Templates
Use flexible and editable email templates to send document-related notifications.
Quick Access to Tags & Directories
Access directory tags, document tags, main directories, and sub-directories instantly from the menu bar.
Advanced Search, Filters & Grouping
Search documents using the global search bar, apply custom filters, and group documents by directory, created date, or created by.
Visible Directory & My Directory Filters
Quickly filter documents based on visibility â view your personal directories or only shared/public directories.
Document Tags & Directory Tags Management
Add, edit, and manage tags for both documents and directories to classify and find files faster.
Share Documents & Directories Easily
Share documents or entire directories with multiple users at once and send share emails automatically.
Activity Tracking & History
Track all activities related to a document â uploads, edits, comments, and updates.
View Related Files (Sub-Directory Files)
Easily view related documents from sub-directories or linked directories for quick navigation between related folders.
Bulk Actions & Multi-Select Management
Perform bulk operations such as mass-select, bulk download, and multiple document actions in one click.
Create Directory from Scheduled Activities
Generate a new directory directly from scheduled activity actions without navigating away.
Version 18.0.1.0.0 | Released on : 31st December 2025
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
In 'Configuration' go to directory tags, list view of the directory tags looks like below.
Click on the 'New' button to create a new directory tag.
Directory tags form view looks like below.
In 'Configuration' go to directory tags, list view of the document tags look like below.
Click on the 'New' button to create a new document tag.
Document tags form view looks like below.
When a ticket is created that time customer will notify via email.
When a ticket is created that time assigned users will notify via email.
Select user or manager.
In 'Documents' go to all documents.
Kanban view of the "All Documents'.
Kanban view of the directories.
Tree view of the directories.
Form view of the directories.
Activity view of the directories.
Select the document you want to share, then click on the "Share" option under "Action."
After that, the "Share Document" popup will appear. Add the details and click on the "Send By Email" button.
The email is sent to all the users you selected.
Form view of the email.
You can group by directory using parent directory.
Directory & Sub-Directory
In 'Documents' go to Document Directory ==> Directory.
Kanban view of the directories.
In 'Document Directories' go to the directory, you can create a directory here. Using files & sub-directory users can see details of particular documents. Search bar used for search directory.
Tree view of the directories.
Click on the "Schedule Activity".
The "Search: Document Directory" wizard will appear. Then,
click on the "View Related Files" button.
After that, you will be redirected to the directories file view.
To create a new directory, click the "New" button in the "Search: Document Directory" wizard.
Add details and click on the "Save & Close" button.
Add details and click on the "Schedule" button.
Here you can see the created directory.
Form view of the directories.
Click on the directory that you want to view.
Add the details such as User, Reminder Due Date, and Notification Type: Bus (Odoo Notification).
The user receives a reminder notification on the scheduled date and time.
In the directories form view, select the Notification Type: Email, and choose the corresponding Email Template
The user receives the reminder email notification on the scheduled date and time.
Form view of the email.
â Upload & Manage Files
In the directories form view, click on the "Files" smart button.
Kanban view of the "Files".
In the files form view, attach the document.
In the files form view, add the details such as User, Reminder Due Date, and Notification Type: Bus (Odoo Notification).
The user receives a reminder notification on the scheduled date and time.
In the files form view, select the Notification Type: Email and choose the corresponding Email Template.
The user receives the reminder email notification on the scheduled date and time.
Form view of the email.
In the Kanban view of "All Documents", you can see the attached documents.
The image popup looks like below.
Tree view of the "All Documents'.
Select the document you want to share, then click on the "Share" option under "Action."
Multi-Languages
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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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