Community

Document Management

The Document Management module provide quick access to create, share and delete.

Explore This Module

Overview Learn More About this module
Features View features of this module
Screenshots View screenshots for this module

Overview

The Document Management module (Version 16) offers a comprehensive range of features, including document upload and storage, lead and task creation, document preview, copy/move functionality, auto deletion, document privacy controls, email sharing, and zip downloads. These features facilitate seamless document handling and collaboration, empowering organizations to enhance productivity and streamline workflows.

Features

Multiple file can convert zip

Trash feature available

Easily to share documents to other users

Able to create different workspace

Document Portal View

Portal document upload access

Upload URL as document

Data Privacy

Screenshots

Document user interface

Workspace

User can categories files using workspace

Favorite option

User can make favorite their document.

Upload, Add url, Create Request

User can upload their document into document management module and able to add file using url.

Upload interface

User can upload their document into document management module, give access to specific users, able to choose workspace and auto delete option

Add url window

User can add file using url.

Create Request

User can request file to other users .

Various filters

User can easily filter files using file type and favorite

Workspace

User can create unlimited workspace

Trash feature

User can easily retrieve files after delete trash facility available

Request feature

User can request document to other users

Incoming Requests

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.

Related Products

Our Services


Odoo Customization
Odoo Implementation
Odoo Support
Hire Odoo Developer
Odoo Integration
Odoo Migration
Odoo Consultancy
Odoo Implementation
Odoo Licensing Consultancy

Our Industries


Trading

Easily procure and sell your products

POS

Easy configuration and convivial experience

Education

A platform for educational management

Manufacturing

Plan, track and schedule your operations

E-commerce & Website

Mobile friendly, awe-inspiring product pages

Service Management

Keep track of services and invoice

Restaurant

Run your bar or restaurant methodically

Hotel Management

An all-inclusive hotel management application

Need Help?