Key Features

• Upload and Manage Documents: The Upload and Manage Customer Documents feature is essential for maintaining accurate and organized customer records. This feature allows users to upload documents directly from the Contacts form, set expiry dates, specify notification emails, and assign categories and tags. Customers can digitally sign documents, attach URLs from Google Drive, Dropbox, or OneDrive, and upload files in formats such as PDF, PNG, DOC, DOCX, and Excel.
• Track and Filter Documents: The Track and Filter Documents feature offers a centralized list of all customer documents with status indicators like Expired, Expiring Soon, Valid, and Not Expired. Users can filter by categories and tags, and export records for reporting.
• Automating Document Expiry Email Notifications: This feature automates email notifications for document expiration, sending reminders at three key stages: a customizable number of days before expiry, on the expiry date, and after the document expires, ensuring timely alerts and seamless document management.
• Expiry Reminder with Custom Time: This feature allows administrators to globally configure how many days before and after a document’s expiry email reminders should be sent, along with the exact time of day for sending notifications, ensuring consistent and timely alerts across all documents.
• Expiry Status Dashboard with Visual Insights: This interactive dashboard provides a clear visual overview of all documents, showing totals and breaking them down into expired, not expired, and those expiring within the next 7 days—helping users track document status at a glance and take timely action.
• Document Status Overview: Quickly view and manage documents by status—Total, Expired, Not Expired, and Expiring Soon (7 Days)—with clickable filters that open detailed document lists for instant access and tracking.

Summary

Odoo module for multi-document upload, expiry alerts, analytics dashboards, secure role-based access, and document organization.

Installation

1. Download the module from the Odoo App Store or clone the repository.
2. Place the module in your Odoo addons directory.
3. Update your Odoo instance to include the new module.
4. Install the module through the Odoo interface.

How to use this module:

1. Navigate to the Customer Document Management app in your Odoo dashboard.
2. Upload and Manage Documents: Create and manage customer documents under Contacts > Documents with expiry dates, tags, attachments, and automated email reminders.
3. Track and Filter Documents : Track and filter all documents in the tree view by status, tags, and categories using the search bar.
4. Automating Document Expiry Email Notifications: Automate document expiry email notifications with templates and attached document URL links.
5. Expiry Reminder with Custom Time: Set global expiry reminder timing with custom days before/after and notification time in Document Expiry Notifications settings.
6. Expiry Status Dashboard with Visual Insights: Interactive dashboard showing total documents, expiry status, upcoming expiries, and visual insights with clickable charts for detailed overviews.
7. Document Status Overview: Get a count of all document statuses—expired, not expired, expiring in 7 days, and total—with clickable stats that open filtered tree views.

Change logs

[1.0.0]

• Added [15-05-2025]- Customer Document Management

Support

Zehntech Technologies