Document Management System is a comprehensive document management solution for Odoo featuring a Windows Explorer-style tree view interface. It includes hierarchical folder navigation, drag-and-drop file operations, multi-cloud sync (Google Drive, Dropbox, OneDrive, Box, AWS S3), advanced search and filtering, tag-based organization, document sharing, file versioning, preview support, role-based access control, and a complete REST API for integrations.

The interface provides a familiar tree navigation experience similar to Windows File Explorer. You can expand and collapse folders, navigate using breadcrumbs, use keyboard shortcuts (arrow keys, Enter, Delete, F2 for rename), and perform right-click context menu actions. The hierarchical folder structure supports unlimited nesting levels, making it easy to organize documents just like you would on your computer.

Yes! The module supports synchronization with Google Drive, Dropbox, OneDrive, Box, and AWS S3. You can configure sync direction (upload, download, or bidirectional), set sync frequency (manual, real-time, hourly, daily), and use OAuth 2.0 authentication for secure access. Each folder can have its own cloud sync configuration, allowing you to sync different folders to different cloud providers.

You can share documents with internal users or external parties by generating secure sharing links. Configure permissions (read-only, read-write), set expiration dates, and control access levels. Documents can be shared via the Odoo portal, allowing external users to access shared documents without full Odoo access. All sharing activities are tracked in audit logs for security compliance.

Yes! The module includes built-in file preview support for images, PDFs, and various document types. You can preview files directly in the browser using modal dialogs without downloading. The preview system supports multiple file formats and provides a seamless viewing experience. For files that cannot be previewed, you can still download them directly.

The system automatically tracks file versions when you upload a new version of an existing file. Each version maintains a complete history, and you can view previous versions, compare versions, and restore any previous version if needed. Version numbers are automatically incremented, and you can see the version history along with who made changes and when.

The module includes powerful search capabilities with full-text search across file names, descriptions, and content. You can filter by file type, date range, owner, folder, tags, and multiple criteria simultaneously. The search provides real-time results as you type, and you can save frequently used search filters for quick access. Tag-based organization allows you to quickly find related documents.

File locking prevents conflicts when multiple users try to edit the same file. When a user locks a file, other users can see who has locked it and when it will be automatically unlocked. Files automatically unlock after a configurable timeout period, and all lock activities are tracked in the lock history. This ensures data integrity and prevents simultaneous editing conflicts in collaborative environments.

The system automatically tracks all file activities including views, downloads, edits, moves, shares, tags, favorites, comments, and more. The activity history provides a complete audit trail with timestamps, user information, and action details. You can filter activities by user, action type, date range, and export the complete audit log to CSV format for compliance reporting. All activity logs are immutable and cannot be deleted, ensuring complete audit compliance.

Yes! Document Management System includes a complete REST API with full CRUD operations for files, folders, tags, and sharing. The API supports file upload/download, bulk operations, advanced search with filtering, authentication via OAuth or API keys, and comprehensive error handling. Perfect for integrating with external systems, mobile apps, automation workflows, or building custom integrations.

The module includes comprehensive security features including role-based access control (RBAC) with configurable user permissions at folder and file levels, secure sharing links with expiration dates, audit trails tracking all file access and modifications, owner management for document ownership control, and access logs for security compliance. Users can only access documents they have permission to view, ensuring data security and privacy.