Document Management with Document Numerbing and Tags
| Technical name | document_directory_extension_security |
| License | LGPL-3 |
| Website | http://www.probuse.com |
| Included Dependencies | Attachment/Document Extension with Directory and Numbering |
| Extensions | Document Management System - Customer Portal |
Attachment/Document Extension with Directory, Numbering, Security and Tags
Document / Attachment Tags
Directory / Folder Tags
Document Manager / Document User
Document Management System (DMS) with Tags and Security
This module will add below features to the document / attachment of Odoo.Main Features:
- Every directory/folder having separate sequence numbering for attachments/documents.
- Allow you to create and manage directory tags for directories.
- Allow you to create and manage attachment/document tags for attachments.
- Allow you to set security on the directory form.
- Allow you to configure security on the directory form so only specific groups can access/create documents/attachments inside that directory. (Optional if you do not select a group then no security).
- For more details please check the below screenshots and check the video.
Document Manager can do below listed functions.
- All Directory visible to them and allow them to create new directory/folder and manage it.
- They can see all documents/attachments in the system.
- They can create/add/select/modify Document Tags.
- They can create/add/select/modify Attachment Tags.
Document User can do below listed functions.
- View directory/folder by model/object. Document User can see only directories where he/she is assigned as users on that directory form by Document Manager. So only directories where they are assigned are visible to Document Users.
- Able to access only Directory where they have been assigned.
- If there is no directory available for any model/object then attachment/document will follow the DOC/ generic sequence.
- They can select Document/Attachment Tags.
Employee can do below listed features.
- Employee/Internal User can only see menu Document/My Documents and once an employee clicks it will list only documents where the employee is the owner of that document/attachment. Other attachments will be hidden for them since they are normal employees / normal internal users.
Menus Available:
- Document
- Directories
- Directories
- Directories Structure
- All Documents
- All Documents
- Configuration
- Directory Tags
- Document Tags
- My Documents
- My Documents
Edition Compatibility:
Enterprise Odoo.sh Community
Directory Tags Configuration
Document Tags Configuration
Example - (Purchase Documents) Directory Form View
Open Purchase Documents from the smart button of Documents on the directory form.
Internal User (John) can add attachments on purchase form (Odoo Standard)
(Now login with Document Manager - Mitchell Admin) smart button of Documents after add attachment
Documents kanban view after add attachment
Manage Attachments on Purchase Form (Odoo Standard)
Attachments List View (Odoo Standard)
Attachments Form View
View all Documents from All Documents menu
Directory Already Exist Warning
if Resource Id and Model Already created with same number of Resource ID and same Model.
Attachments Form View and Send by Email button
Open Popup from Send by Email button
My Documents - Employee (John) Login
Example - (Sales Documents) Directory Form View
Open Sales Documents from the smart button of Documents on the directory form.
Internal User (John) can add attachments on sales form (Odoo Standard)
(Now login with Document Manager - Mitchell Admin) smart button of Documents after add attachment
Documents kanban view after add attachment
Manage Attachments on Purchase Form (Odoo Standard)
Attachments List View (Odoo Standard)
Attachments Form View
Directory Already Exist Warning
if Resource Id and Model Already created with same number of Resource ID and same Model.
Attachments Form View and Send by Email button
Open Popup from Send by Email button
My Documents - Employee (John) Login
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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