Document Management System for Portal Users

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Extension of Document management where Internal/portal User can manage documents Document

Edition: Odoo Enterprise

App Description Page

Document Management System for Portal Users

Document Management System (DMS) is an effective way to track, manage and store documents that helps a business to mitigate risk of document loss or tampering. File Management system/record management system facilitates a company in the process of document management.

It is a powerful web based document management system that enables you to keep and manage all of your files safely and efficiently, centralising your documents, allowing you to access and share them anytime. User have rights for the upload, delete, download and share Documents.

Key Features

Here portal users can do following things.
    Hierarchy of Folder
    1 Level Hierarchy of Tags
    Documents upload functionality - manually and drag & drop
    Can upload URL
    Can download documents
    Can Archive Documents
    Manage Logs and historical data
    Compact icons
    Can able to Write Comment with Documents
    Manage folders as per user rights
    Share Folders from one user to another user
    Can restrict sharing child folder only not share with parent hierarchy folders
    Enter multiple email addresses while sharing folder using Comma(,) separation
    Meaningful Warning messages
    Easy to use

Compact Icons

For better user experience compact icons are used. This highlighted icons can be used for several Operations like Download, Archive and Comment as well.

Create Folder

Portal users have rights to create new folder with parent child functionality and maintain hierarchy for folders.

Share Folder

Users are able to share folder with another internal/portal users.

Portal users are able to share folder with Internal users or other Portal users using Email address, if want to share folder with multiple portal users then use comma(,) separation between 2 email addresses.

After sharing folders respected portal user will be able to see shared folders by their login.

Create Tag

Portal users are able to create a new tag to categorize folders and bifurcate by tags. Also maintain hirarchy by parent child functionality.

Upload Document

Users are able to upload new Media, text, document or other file formats, also use drag & drop features to upload document on specific folder.

Select Destination
Drag and Drop


Like documents users can upload URL with title URL will be mentioned as document file description.

Download Documents

Users able to download single and as well multiple documents at same time.

A single document will be downloaded separately and multiple documents will be downloaded in zip file format.

Delete Documents

Users are able to delete single as well as multiple documents at the same time.

Manage Logs and Historical Data

Users can manage their logs with accurate information and easily check it whenever needed.

For example, weekly, monthly, quarterly, yearly etc.

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