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Portal Document

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Required Apps Discuss (mail)
Community Apps Dependencies sh_document_management
Technical Name sh_portal_document
License OPL-1
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Technical Name sh_portal_document
License OPL-1

Introduction

This module adds streamlined portal document management to your system, empowering portal users with direct, secure access to documents. It offers enhanced convenience by enabling users to easily view, search, filter, group, and download documents directly within the portal interface. Designed for seamless integration, this portal document solution boosts user satisfaction and simplifies document workflows.

Key Features

  • Allows portal users to view all document details securely within the portal

  • Enables sorting of documents by newest or name for quick navigation

  • Offers filtering options such as today, this week, last month, this quarter, this year, and more

  • Supports grouping of documents by directory and created by for intuitive organization

  • Includes a search bar to quickly locate specific documents

  • Allows portal users to download documents directly from the portal view

Benefits

  • Enhances user experience with easy portal document access and efficient browsing

  • Saves time by offering intuitive sorting, filtering, grouping, and search tools

  • Improves productivity through organized document management in the portal

  • Strengthens user autonomy, enabling self-service document retrieval

  • Streamlines workflows by centralizing document operations within the portal

Compatibility & Technical Details

  • Technical Name: sh_portal_document

  • Required Modules: Discuss (mail)

  • Dependencies: sh_document_management module

  • License: OPL-1 (Odoo Proprietary License)

  • Installation Steps:

    1. Install the Discuss module.

    2. Install the sh_document_management dependency.

    3. Install this sh_portal_document module.

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Community Enterprise Odoo.sh

Portal Document

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Currently, in odoo, you can't manage the "Documents" at the portal. Using this module you can see all document details from the website portal. You can sort by document by newest and name. We have provided a filter document option so easy to filter the documents by last month, last week, last year, this month, this quarter, today, this week & this year. You can easily group by the documents by directory & created by. Using a search bar you can search documents details easily. You can download the document from the portal.

Hot Features

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Manage Document at Portal
Download Documents From Portal
Search Documents Quickly

Features

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  • Easy to manage the "Documents" at the portal.
  • Easy to sort by the documents by newest and name.
  • You can easily group by the documents by directory & created by.
  • Easy to filter the documents by last month, last week, last year, this month, this quarter, today, this week & this year at the portal.
  • You can download the document from the portal.
  • Easy to search document details using the search bar.

In my account(portal) go to "Documents".


You can sort by documents by newest and name.


You can filter documents using any of the provided custom filter list.


The "Last month" list view of the filter looks like below.


The "Last week" list view of the filter looks like below.


The "Last Year" list view of the filter looks like below.


The "This Month" list view of the filter looks like below.


The "This Quarter" list view of the filter looks like below.


The "Today" list view of the filter looks like below.


You can group documents using any of the provided custom group by list.


The group by directory looks like below.


The group by created by looks like below.


You can download the documents from the portal.


You can search documents by the search bar.


The documents details list view of searched data.


Version 16.0.1 | Released on : 28 th October 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas).
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on [email protected] . We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on [email protected] .

english germany arab spanish Chinese French

Most Demanded Apps

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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.