| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Documents (documents)
• Discuss (mail) |
| Lines of code | 1439 |
| Technical Name |
share_document_portal_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Share Documents to Portal
OMAX INFORMATICS
Overview
This app provides a secure and organized way to share files from your internal Odoo Documents workspace directly with your customers and portal users.
Instead of sending files manually via email or using third-party links, you can simply select documents, assign a Subject Reference, and share them. The portal user receives an email notification and can log in to search, preview, and download the documents directly from their personalized portal dashboard.
Features
- Global "Allow Shared Documents" configuration setting
- User-specific access rights ("Can Access Portal Documents")
- Manage structured Subject References with sequencing (newest first)
- Dedicated "Share to User" button inside the Documents app
- Interactive Document Sharing Wizard with email notification integration
- Centralized backend tracking (List & Form views) of all shared documents
- Customer Portal integration with organized Subject folders
- Advanced Portal Search by Folder or Document Name
- Portal Document Preview and Direct Download capabilities
How It Works
1. Global Settings Integration
Enable Sharing Configurations
Easily enable or disable the entire document sharing functionality globally via the Allow Shared Documents setting in the Documents configuration menu.
2. Portal User Access Control
Can Access Portal Documents
Manage access on a per-user level. The Can Access Portal Documents checkbox on the User form (enabled by default) controls who is allowed to view shared files on portal.
3. Dedicated Configuration Menus
Shared Docs & Subject References
Navigate easily through the newly added configuration menus to manage your Shared Documents and Subject References directly from the Documents app.
4. Subject Reference Management
Organize by Subjects
Create Subject References to logically group shared files. Utilize the Active toggle to hide outdated subjects, and use Sequence routing so your newest/most important subjects always appear first.
5. Share to User Action
Share Directly from Workspace
Select any document(s) directly from your workspace and click the new Share to User button to initiate the sharing process.
6. Comprehensive Sharing Wizard
Configure Your Share Rules
The popup wizard provides complete control over how the documents are dispatched:
- Users: Select the specific portal user(s) who should receive access.
- Subject Reference: Group the files under a specific folder/topic in the portal.
- Shared Documents: Verifies the list of files you are currently sharing.
- Send Email Notification: Check this box to instantly send an email alert to the users.
- Internal Note: Add private context for backend staff. (This note is strictly for internal tracking and is completely hidden from portal users).
7. Backend Tracking (List & Form Views)
Monitor Shared Data
Keep a strict audit trail. Internal users can view all shared documents through dedicated List and Form views, complete with the internal notes and recipient data.
8. Email Notification
Automated Alerts
If configured in the wizard, the system automatically sends a professional email notification to the portal user, informing them that a new documents has been securely shared with them with documents list.
9. Customer Portal Dashboard
My Account Access
Portal users can effortlessly access their files via a new Shared Documents shortcut located directly on their portal homepage.
10. Subject Folder Organization
Clean Portal Navigation
Upon entering, users see a clean list of Subject Folders (sorted by sequence). They can use the powerful portal search bar to filter by Subject or specific File Names or Folder Name.
11. View & Download Documents
Inside the Folder
Inside a Subject, users can view all assigned files and use the quick action buttons to immediately Download the document to their local device.
12. In-Browser Document Preview
Read Without Downloading
Users can click the Document to seamlessly read PDFs, Text Files and view images directly within their web browser.
13. Seamless Pagination
Handle Large Volumes of Files
The portal view includes robust pagination, ensuring that even subjects with hundreds of shared files load quickly and remain easy to navigate.
Release 19.0.1.0
- Module base functionality established.
Free Support
Recommended & Suggested Apps
Get In Touch
OMAX INFORMATICS
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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