Documents: Document Management (DMS)
Keep every file of your company in folders with access rights, versions and sharing in Odoo Community.
Documents adds a document management app to Odoo Community. Files and links live in folders and subfolders that decide who can see and who can edit them, tags with categories filter them, and PDFs and images are previewed in the form. Attachments of invoices, orders, employees or tickets are filed automatically by rules, customers upload requested files through a page without an account, and folders are shared by a link that expires. Free connectors add signing with eSign and approval before validation.
Features
Folders with access rights
Subfolders follow their parent; choose who sees a folder and who edits it. Rights also hold in search, reports and the API.
Versions, locking and validation
A new file becomes the current version and older ones can be restored. Lock a document while you work on it, validate the final one.
Automatic filing from any record
Rules file attachments of contacts, invoices, orders or tickets into a folder with tags, including files from email and printed reports.
Document requests
Ask a contact for a file: they get an email with an upload page, a reminder before the deadline, and the file lands in the right folder.
Share links and portal
Share a folder or selected documents with a link that expires, with ZIP download and optional upload. Customers see their documents in the portal.
Retention and connectors
Archive or delete documents after N days per folder. Free connectors send PDFs for signature with eSign and require an approval before validation.
Works well with
$200
eSign: Electronic Signature
Send PDFs for signature from Odoo Community, with KEP included.
Details
$99
Approvals: Approval Workflows
Require approval before any document is confirmed.
Details
$99
Helpdesk: Support Tickets and SLA
A full helpdesk for Odoo Community: tickets, SLA, portal and ratings.
DetailsWe build any Odoo module to order
An integration with your bank or delivery service, a report, a workflow, a portal for your customers: describe the task and we will propose a solution, a price and a deadline.