Document Management with Document Numerbing and Tags

Attachment/Document Extension with Directory, Numbering, Security and Tags

Document / Attachment Tags

Directory / Folder Tags

Document Manager / Document User

Document Management System (DMS) with Tags and Security

2 Modules Downloadable

This module will add below features to the document / attachment of Odoo.

Main Features:

• Every directory/folder having separate sequence numbering for attachments/documents.
• Allow you to create and manage directory tags for directories.
• Allow you to create and manage attachment/document tags for attachments.
• Allow you to set security on the directory form.
• Allow you to configure security on the directory form so only specific groups can access/create documents/attachments inside that directory. (Optional if you do not select a group then no security).
• For more details please check the below screenshots and check the video.

Document Manager can do below listed functions.

• All Directory visible to them and allow them to create new directory/folder and manage it.
• They can see all documents/attachments in the system.
• They can create/add/select/modify Document Tags.
• They can create/add/select/modify Attachment Tags.

Document User can do below listed functions.

• View directory/folder by model/object. Document User can see only directories where he/she is assigned as users on that directory form by Document Manager. So only directories where they are assigned are visible to Document Users.
• Able to access only Directory where they have been assigned.
• If there is no directory available for any model/object then attachment/document will follow the DOC/ generic sequence.
• They can select Document/Attachment Tags.

Employee can do below listed features.

• Employee/Internal User can only see menu Document/My Documents and once an employee clicks it will list only documents where the employee is the owner of that document/attachment. Other attachments will be hidden for them since they are normal employees / normal internal users.

Menus Available:

• Document
  • Directories
    • Directories
    • Directories Structure
  • All Documents
    • All Documents
  • Configuration
    • Directory Tags
    • Document Tags
  • My Documents
    • My Documents