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Document Management System - Customer/Partner Portal

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$ 60.28

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Required Apps • Website (website)
• Discuss (mail)
• Project (project)
Community Apps Dependencies bi_odoo_document_version
bi_document_directory_extinsion_security
bi_document
Technical Name bi_document_customer_portal
License OPL-1
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Technical Name bi_document_customer_portal
License OPL-1

Introduction

This module enhances customer interactions in Odoo by enabling secure and streamlined document access through the customer portal. It allows managers to assign documents to clients via portal access, empowering customers to download relevant files directly from their account area. Ideal for businesses that require organized document delivery and improved client communication, this module optimizes the portal experience with intuitive document management.

Key Features

  • Enables download of assigned documents via the customer portal

  • Supports document access management through “My Account” portal interface

  • Integrates portal document delivery into Odoo project workflows

  • Leverages modular dependencies for structured document organization

  • Enhances customer usability by centralizing document retrieval

Benefits

  • Improves customer satisfaction by simplifying portal-based document access

  • Strengthens client communication through direct delivery of project-related files

  • Enhances operational efficiency by managing document downloads via portal

  • Reduces manual effort with self-service document retrieval for customers

  • Supports better organization of customer documents within Odoo portal

Compatibility & Technical Details

  • Technical Name: bi_document_customer_portal

  • License: OPL-1 (Odoo Proprietary License v1.0)

  • Required dependencies: Website (website), Discuss (mail), Project (project)

  • Community app dependencies: Document versioning, document directory security extension, core document module

  • Installation steps:

    1. Place the module folder into your Odoo add-ons directory.

    2. Update the module list in Odoo.

    3. Install the module via the Odoo interface.

Partner/Customer Portal- Document Management System Odoo Apps

Website Customer Portal Document Management System Odoo Apps allows you to download documents from Online web Portal with My Account page. This Odoo module Allow downloading the documents assigned by the manager DMS for customer/client in Odoo project management. After installing this odoo apps portal user can able to access his/her assigned document from the webportal under my account page such as invoice, sales order, bill etc. This Odoo module works for both customer and supplier both portal. This odoo module is complete setup for DMS - Document management system which provides DMS for attachment along with document versioning, numbering, directory extension, document tags , document security and document web portal access for document system.

Features

Portal directory view

Directory view on portal,you can see the document from portal view.

Document download from portal

Allow to download the document from portal view.

Share the Document on the portal


My Document on the portal view in My Account


List of Directory


List of Document/Attachments in the Directory


Download the Documents/Attachments


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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on [email protected] or raise a ticket on support. 

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.