The Document Management module provide quick access to create, share and delete.
Document Management
Key Highlights
Easily to share documents to other users.
Document Portal View
Portal document upload access.
Upload URL as document.
Upload URL as document.
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Document user interface.
User can categories files using workspace
User can make favorite their document.
User can upload their document into document management module and able to add file using url.
User can upload their document into document management module, give access to specific users, able to choose workspace and auto delete option.
User can add file using url.
User can request file to other users.
User can easily filter files using file type and favorite.
User can create unlimited workspace.
User can easily retrieve files after delete trash facility available.
Users can access these additional options from the dropdown. (You can visible lead and task options based on the installed modules.).
User can request document to other users.
The user can specify the number of days for files to remain in the trash.
The user can view the document that was requested.
By using the "Accept" button, the user can accept the request.
By clicking that button you will get a popup window like this to upload the document.
After accepting the request the state will change to accepted.
From their customer account, the user can view the requested document as follows.
The user can choose to accept or refuse the document request right there.
The user can download the document request right there.
Trash feature available – easily manage and restore deleted documents when needed.
Upload URL as document – add external links directly as documents for easy access.
Document Portal View – organize and browse your files in a clear, user-friendly portal.
Easily share documents with other users – secure and seamless collaboration.
The Trash feature allows you to temporarily store deleted documents before permanently removing them. You can restore documents from Trash if needed.
Yes. The module lets you upload a URL as a document, so you can keep external resources and references organized alongside your files.
The Document Portal View provides a user-friendly interface where users can browse, organize, and access documents more efficiently.
You can easily share documents with specific users or groups, ensuring secure access and smooth collaboration inside Odoo.
Latest Release 18.0.1.0.0
26th Aug, 2025- Initial Commit
