Key Features

• Easy Configuration (Directories and Document Tags): Admins and managers can create and manage Directory and Document Tags to organize files and folders. These tags enhance filtering, searching, and document access, ensuring a structured and efficient system.
• Document Directories Management: This feature lets admins manage document directories linked to models like CRM or Sales. They can set names, tags, and access rights. Users manage documents only. Sync and smart buttons ensure efficiency.
• Grouping of Directories by Year, Quarter, Month, Week, and Day: This feature lets users group document directories by creation date—Year, Quarter, Month, Week, or Day—making navigation easier. It helps track documents over time and improves folder organization.
• Duplicate Directory Validation: The system blocks duplicate directories for the same Model to maintain consistency and avoid confusion. Users receive an error if the Model already exists, ensuring unique, properly linked directories.
• Send Attachments via Email: This feature lets users email documents directly from the attachment form. Clicking "Send by Email" opens a pre-filled message with the file attached. It simplifies sharing, ensuring fast, efficient communication.
• Access Rights Management: This feature allows admins to manage user access in the Document module through Odoo’s User Configuration. Roles define permissions—Users access assigned documents; Managers handle all documents but can't assign roles.

Summary

Effortlessly manage documents across all Odoo modules with an efficiency Document Management System. Organize files with directories and tags, leverage automatic document numbering for streamlined tracking, and enhance collaboration through role-based access and direct email sharing of attachments. Document Management with Document Numerbing and Tags Odoo App prevents duplicates and ensure real-time information updates.

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 Organized Documents: Tags & Auto Numbering module in your Odoo dashboard.
2. Create a Document Directory: Go to the Document menu, click on the "New" button to create a new directory. Fill in the directory details like name, model, and parent directory..
3. Organize Documents: Attach documents (PDFs, images, etc.) to the created directory. The documents will be automatically linked and visible in the Document Management App.
4. Tag Documents: Assign Directory Tags and Document Tags to categorize and easily search documents.
5. Group Directories: Group your directories by Year, Quarter, Month, Week, or Day based on the creation date for better organization.
6. Manage Attachments in Other Modules: When you attach a document in modules like Sales, Purchase, or CRM, the document will be automatically linked to the Document Management System.
7. Send Document by Email: From the attachment form, click on "Send by Email" to email the document. The email will auto-fill the document name as the subject and attach the document automatically.
8. Prevent Duplicate Directories: The system ensures that no duplicate directories can be created for the same Model and Resource ID.

Change logs

[1.0.0]

• Added [28-05-2025]- Organized Documents: Tags & Auto Numbering

Support

Zehntech Technologies