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Documents Management - Preview

by
Odoo

140.98

v 18.0 Third Party 6
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 440452
Technical Name windx_documents_management_preview
LicenseLGPL-3
Websitehttps://windx.com.vn
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 440452
Technical Name windx_documents_management_preview
LicenseLGPL-3
Websitehttps://windx.com.vn
Versions 17.0 18.0

MANAGEMENT ATTACHMENT/DOCUMENT WITH DIRECTORY, SECURITY AND TAGS

Smart document and attachment management made easy!
This powerful module enhances Odoo’s document handling by allowing you to organize attachments and documents into custom directories, apply multiple tags, and control access with advanced security settings. Perfect for teams that need structure, visibility, and secure collaboration in managing files across the system.


This module relies on an external Python library called 'magic'. Before you install the module, you need to install this Python package first. You can do this using the command provided below.

OS - Linux sudo apt install libmagic1 pip install python-magic
OS - macOS brew install libmagic pip install python-magic
OS - Windows pip install python-magic-bin

Free 60 Days support


WinDX will provide FREE 60-day support for any doubts, queries, and bug fixing or any types of issues related to this module.
This is applicable from the date of purchase.

Contact us:
  • Whatsapp: 0945027735
  • Facebook: https://www.facebook.com/windxofficial
  • Email: nguyenxuanlinh@windx.com.vn
  • Website: https://windx.com.vn/

FEATURES

  • Organize documents and attachments into directories.
  • Tag documents for easy searching and filtering.
  • Set access rights and security rules per directory.
  • Seamless integration with Odoo records.
  • Clean and intuitive user interface.
  • Boosts efficiency and document traceability.
  • Preview attachments(pdf, images, audio, video, MS Office) and documents without downloading.

Menus

  • Document
    • Directories
    • All Documents
    • My Documents
    • Configuration
      • Directory Tags
      • Document Tags
Guide of app
HOW IT WORKS

Configuration - Directory Tags

Report

Configuration - Document Tags

Report

Directories

arrow Kanban View. Report
arrow Tree View. Report
arrow Directory Details(Form View). Report
arrow Open Documents smart button "Attachments" in Kanban View or Form View. Report

Add Attachments

arrow Internal User (Abigail Peterson) can add attachments on Employee form (Odoo Standard). Report
arrow Login with Document Manager - Mitchell Admin after add attachment. Report

All Documents

Report

My Documents - Employee (Abigail Peterson) Login

Report

Attachments

arrow Kanban View. Report
arrow Form View. Report
arrow Send Email with Attachment. Report

Preview attachments(pdf, images, audio, video, MS Office) and documents without downloading

arrow A button like ( ) will be visible beside all binary fields like shown in the image.
arrow
arrow Allow access to preview the attachments for the normal user.
arrow
arrow
arrow

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  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
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Great module, very helpful and easy to use!
by
linh luong
on 4/28/25, 2:59 AM



Does it support defining custom storage path ?
by
Riyad
on 5/19/25, 7:53 AM

Could you please confirm if this Document Management Module supports defining a custom storage path?

Re: Does it support defining custom storage path ?
by
Win DX JSC
on 5/20/25, 3:25 AM Author

Thank you for your interest in our module. Could you please clarify if you're referring to organizing documents by folders or specifying a custom file system path? Currently, folder-based management isn’t supported out of the box. However, please contact us via email or whatsapp, we are happy to understand your needs and suggest suitable solutions.