We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at
[email protected]
. We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at
[email protected]
.
$ 13.94
| Required Apps |
•
Discuss (mail)
|
| Technical Name |
sh_document_management
|
| License | OPL-1 |
| Also available in version | 18.0 17.0 16.0 |
Introduction
This module elevates document management in Odoo by offering a streamlined directory structure combined with flexible tagging and advanced filtering tools. It allows users to categorize documents into visible and personal directories, customize filters and groupings, and quickly retrieve files using a powerful search bar. Perfect for teams seeking efficient, organized document workflows, this module supports better file visibility and faster access within Odoo.
Key Features
Create and manage structured directories for intuitive document organization
Tag both directories and documents for improved classification
Filter documents by visible directory or personal access
Group documents by directory, creation date, or creator, and add custom grouping
Search bar functionality for fast, precise document retrieval
Navigate easily through related documents, files, and sub-directories via smart directory view
No configuration required—install and use immediately
Benefits
Enhances document navigation with clear directory structures and smart access
Speeds up file discovery through tagging and powerful search tools
Tailors document views using customizable filters and groups
Supports efficient organization by showing related files and sub-directories in context
Allows immediate, hassle-free deployment without additional setup effort
Compatibility & Technical Details
Technical Name: sh_document_management
License: OPL-1 (Odoo Proprietary License v1.0)
Required Dependencies: Discuss (mail) module
Installation Steps:
Copy the module folder into your Odoo add-ons directory.
Update the module list within Odoo.
Install the module via the Odoo module interface.
Community
Enterprise
Odoo.sh
Document Management
This module helps to manage documents easily in odoo. You can create the directory and manage directory wise documents. Users can filter the documents by visible directory & my directory. You can easily group by the documents by directory, custom date & created by. You can easily add custom filters/groups of documents. From the menu bar, the user can see directory tags & document tags. Using a search bar you can search documents details easily. You can download the document from the files in directory. You can see related documents from the sub-directory.
Features
- Easy to create the directory of documents.
- You can manage directory wise documents.
- Easy to filter the documents by visible directory & my directory.
- Easy to group by the documents by directory, custom date & created by.
- You can easily add custom filters/groups of documents.
- Using a search bar you can search documents details easily.
- Easy to download the document from the files in directory.
- Users can see related documents from the directory & sub-directory.
- Easy to see directory tags & document tags from the menu bar.
- You can share a directory with more than one user at once using the 'Share' button.
- Email sent with attachments downloads links.
Select user or manager.
Go to the document menu.
In 'Documents' go to all documents.
In 'Configuration' go to directory tags, list view of the directory tags look like below.
Directory tags form view look like below.
In 'Configuration' go to directory tags, list view of the document tags look like below.
Document tags form view look like below.
In the directory form view parent directory files, sub-directory, directory tags & you can select a visible directory or not.
In 'Document Directory' go to the directory, you can create a directory here. Using files & sub-directory users can see details of particular documents. Search bar used for search directory.
In the directory form view parent directory files, sub-directory tab & you can add users. You can share that directory using share icon.
Email view looks liske below. You can downlod directory document using 'clcik TO Download' button.
Documents form view. Click on the share icon.
Download document.
In the directory form view, in files, you can download your attachment.
In the directory form view, in sub-directory, you can see related files from the "View Related Files" button.
Total files kanban view of the main directory.
You can group by directory using parent directory.
Kanban view of all documents.
When you click on the document icon, a document popup will appear, allowing you to preview the document.
Click on icons.
Here you can see the video popup.
The image popup looks like below.
PDF popup looks like below.
Tree view of all documents.
Click on the 'Preview' button to view the document.
Preview of the document.
Click on the 'Preview' button to view the document.
If no attachment is added, this error message will appear.
Click on the 'Preview' button to view the image icon.
Image icon.
Version 17.0.7 | Released on : 20 th February 2025
Fixed
Minor Bug Fixed.
Version 17.0.6 | Released on : 21 st June 2024
Fixed
Minor Bug Fixed.
Version 17.0.5 | Released on : 12 th June 2024
New
Kanban & List View Document Previewer Added.
Version 17.0.4 | Released on : 5 th Jun 2024
Fixed
Minor Bug Fixed.
Version 17.0.3 | Released on : 25 th May 2024
Fixed
Minor Bug Fixed.
Version 17.0.2 | Released on : 26 th February 2024
Fixed
Minor Bug Fixed.
Version 17.0.1 | Released on : 4 th December 2023
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at [email protected] to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.
Multi-Languages
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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.