SBS Document Management
One App for Your Complete Document Management Needs
Manage business documents, secure workspaces, requests, approvals, portal collaboration, protected sharing, and company-specific cloud storage directly in Odoo 19.
Developed by Star Bit Solutions
info@starbitsolutions.comA Complete Document Repository Inside Odoo
Control the complete document lifecycle without moving between disconnected applications.
Secure Workspaces
Create company workspaces, control owners and permitted users, and organize file or URL documents with tags and metadata.
Requests & Approvals
Request documents, receive portal uploads, approve or reject submissions, reuse request templates, and print approved records.
Protected Sharing
Generate expiring token-based links with user restrictions, download permission control, revocation, and password-protected files.
Cloud Connectors
Browse, synchronize, upload, download, rename, and delete files through Amazon S3, Dropbox, and Google Drive.
Portal Collaboration
Give approved portal users a secure place to browse documents, answer requests, submit files, and download permitted content.
Complete File Lifecycle
Preview, copy, move, archive, restore, download ZIP bundles, use Trash, and automatically remove expired Trash records.
Every Document Process in One App
Business document control
Store document details and attachments against employees, contacts, sales orders, and purchase orders with group-protected smart buttons.
Workspaces and tags
Organize uploaded files and URL documents in internal or restricted company workspaces with owners, selected users, tags, and metadata.
Preview and file actions
Preview supported files, download individual documents or ZIP bundles, copy or move records, archive files, and manage soft-deleted documents in Trash.
Password protection
Lock sensitive documents with salted PBKDF2 password hashes and require successful unlocking before preview, download, sharing, editing, or deletion.
Secure sharing and email
Create token-protected share links with expiration, optional authenticated-user restrictions, download control, revocation, and direct email composition.
Requests and approvals
Request documents from assigned users, accept uploads or rejection reasons, create reusable approval templates, and print approved requests with the company layout.
Customer portal
Let permitted portal contacts browse and download their documents, upload into approved workspaces, answer requests, and submit template requests.
Cloud storage dashboard
Browse, synchronize, upload, download, rename, and delete files in Amazon S3, Dropbox, and Google Drive through company-specific connections.
Google Drive OAuth
Connect one administrator-managed Google account per company and synchronize every existing file below the configured Drive folder.
Expiry automation
Calculate notification dates, schedule one-time activities for responsible users, and automatically remove repository files after their configured Trash retention period.
CRM and Project handoff
When CRM or Project is available, create a lead or task from a document and copy its attachment to the new business record.
Multi-company security
Isolate business documents, workspaces, requests, shares, templates, and cloud accounts by allowed company and explicit user permissions.
Optional Cloud Requirements
The module installs and upgrades without cloud SDKs. Install only the packages needed by the connectors you use:
boto3 dropbox google-api-python-client google-auth google-auth-oauthlib
Excel analysis requires xlsxwriter. Missing optional connector libraries produce a clear configuration message when that connector is used.
Core Module Screens
Business Document Form
Document List
Document Analysis
Related-record Smart Buttons
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Purchase (purchase) • Invoicing (account) |
| Lines of code | 5951 |
| Technical Name |
sbs_document_management |
| License | AGPL-3 |
| Website | https://starbitsolutions.com |
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