$ 30.40
| Required Apps |
•
Discuss (mail)
• Project (project) |
| Community Apps Dependencies |
bi_odoo_document_version
|
| Technical Name |
bi_document
|
| License | OPL-1 |
| Technical Name |
bi_document
|
| License | OPL-1 |
Introduction
This module improves document attachment handling in Odoo by introducing structured directories and automatic numbering. It allows businesses to organize attachments by models, apply unique numbering sequences, and manage access efficiently. With its robust foundation, it supports clear document structures and enhances overall efficiency in managing files within Odoo.
Key Features
Create structured directories or folders based on business models
Assign unique numbering sequences for documents in each directory
Apply directory-level access control to manage user permissions
View directory hierarchy with intuitive navigation
Introduce a dedicated Document Manager role for better rights management
Default numbering sequence available for attachments outside defined directories
Benefits
Streamlines document storage through organized directory structures
Simplifies document tracking with automated numbering
Strengthens control with group-based security settings
Improves usability with clear hierarchical directory views
Ensures transparency of permissions with dedicated management roles
Maintains order even when documents are outside predefined directories
Compatibility & Technical Details
Technical Name: bi_document
License: OPL-1 (Odoo Proprietary License v1.0)
Dependencies: Discuss (mail), Project (project), and optional document versioning
Installation Steps:
Copy the module folder into your Odoo add-ons path.
Update the module list in Odoo.
Install the module through the Odoo interface.
Attachment and Document Extension with Directory and Numbering in Odoo Apps
Directory Attachment-Document Extension with Numbering and Versioning Odoo apps helps to manage document management system-DMS with Directory setup for document along with automatically generate versioning-numbering on attachment and documents. This Odoo apps only able to access for document manager group and document manager can create different directory for the attachment and documents . Document manager can create directory for each objects/resources and according to that document for those objects and resource record attached inside that directory along with different version/numbers.
Features
Easy creation of the directory
User can create directory of any model easily.
The directory menu is only appear to the manager
The menu directory is only visible to the document manager.
Sequencing and numbering the documents
Sequencing and numbering of every document of the directory.
Warning
Warring on creation of the directory having similar model.
All documents
Will show all documents of the system.
Mail sending
Send mail from the attachments with the attachment.Document User Access
Users with Manager access can create and manage document directory.
Document Directory
Under Documents > Directory > Directories menu user can create and manage directories.
User can also add directory code and add group.
User can access all attached documents from smart button on document directory.
User can see attached documents on task.
Documents Menu
User can see generated sequence and respective directory in the document form view.
Send Document By Mail
User can send document by email by clicking "SEND BY EMAIL" button on document.
Warning will raise when directory exixts with same model.
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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.