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ERPNext Document Management System (DMS) Pro — A build-to-order document management app for ERPNext v15/v16 with folder hiera — 1/1Beispielhafte Vorschau

A build-to-order document management app for ERPNext v15/v16 with folder hierarchies,

true version control, granular role-based permissions, OCR-backed full-text search, and secure external sharing.

ECOSIRE scopes, builds, installs, and supports it for your bench.

Was ist ERPNext Document Management System (DMS) Pro?

A build-to-order document management app for ERPNext v15/v16 with folder hierarchies, true version control, granular role-based permissions, OCR-backed full-text search, and secure external sharing. ECOSIRE scopes, builds, installs, and supports it for your bench. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Hauptfunktionen

Documents and folders modeled as first-class Frappe DocTypes with a parent/child tree for true nested folder navigation
Immutable version control via a `Document Version` child table — re-uploads create a new revision instead of overwriting the prior file
Folder-inheritance permissions implemented in `permission_query_conditions` and `has_permission` hooks so parent-folder access cascades to children
Role-profile and User-Permission driven access control built on Frappe's native permission engine, keeping the standard audit trail intact
OCR text extraction over scanned images and image-only PDFs, enqueued as a background job on the document `doc_event`
Full-text search across extracted document bodies, filenames, tags, and metadata — not just the filename
Secure external sharing through signed, expiring links backed by a token DocType and a whitelisted method — no ERPNext account required for the recipient
`frappe.enqueue` background workers and scheduler events for OCR, re-indexing, and retention sweeps so uploads never block the UI
Whitelisted REST API methods to create, fetch, version, and search documents programmatically from portals or other systems
Client Scripts for in-form upload, revision compare, and drag-and-drop, plus Server Scripts / hooks for validation on write
Document lifecycle states (Draft, Under Review, Approved, Archived) with workflow transitions and per-state permissions
Configurable retention and auto-archive rules enforced by a scheduled job, with an explicit hold flag to prevent premature deletion
Metadata, tags, and custom fields per document type so you can filter and report inside ERPNext's List and Report views
Audit logging of every view, download, version, and share action for compliance reporting
Built and tested against Frappe/ERPNext v15 and v16, packaged as a standard installable app on your bench

Auf Bestellung gebaut, komplett für Sie erledigt

Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.

  1. 1

    Sie bestellen

    Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.

  2. 2

    Wir bauen & installieren

    ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem ERPNext.

  3. 3

    Go-live + Support

    Sie gehen in etwa einer Arbeitswoche live, mit zwei Wochen Go-live-Support. Fehler im von uns gelieferten Code beheben wir kostenlos.

Technische Spezifikationen

ERPNext-Kompatibilität
—
Lizenz
Lizenz muss bestätigt werden
Python-Anforderung
Python 3.10+
Datenbank
MariaDB 10.6+

Über dieses Produkt

Teams running ERPNext usually manage documents through the built-in File DocType and the attach/attach_image fields hanging off records. That is fine for a scanned invoice on a Purchase Invoice, but it breaks down the moment you need a real document library: there is no folder hierarchy your users can navigate, no version history when someone re-uploads a revised contract, no way to grant "read-only to Finance, edit to Legal" on a specific folder, and no full-text search inside the PDFs and scanned images themselves. ERPNext File permissions are coarse, sharing a document with an outside auditor means emailing the file, and once a filename is reused you have quietly lost the prior revision. This is where ERPNext native runs out of road for organizations that treat documents as controlled records.

ECOSIRE builds ERPNext DMS Pro as a proper Frappe app (its own module, DocTypes, and hooks.py) installed onto your bench, not a bolt-on outside the framework. We model documents and folders as first-class DocTypes with a parent/child tree so users get a familiar folder structure, and every upload becomes an immutable version pinned to a Document Version child table rather than overwriting the previous file. Access control is enforced with Frappe's native permission engine — role profiles, User Permissions, and document-level share — extended with folder-inheritance logic in server-side permission_query_conditions and has_permission hooks so a permission set on a parent folder cascades to everything beneath it. Nothing bypasses the framework's own security model, which keeps your audit trail and role-based reporting intact.

Full-text and OCR search is where the app earns its keep. On upload, a doc_event on the Document DocType enqueues a background job (via frappe.enqueue / scheduler events) that extracts text from native PDFs and runs OCR over scanned images and image-only PDFs, then indexes the extracted content so users can search inside document bodies — not just filenames and tags. Secure external sharing is handled through signed, expiring links backed by a whitelisted method and a token DocType, so you can send an auditor or client a time-limited, permission-checked URL without creating an ERPNext user account or attaching the raw file to an email. Everything is reachable over the Frappe REST API and whitelisted methods, so your other systems and portals can push, fetch, and search documents programmatically.

Because this is build-to-order, we scope the exact folder taxonomy, roles, retention rules, OCR languages, and integrations to your operation before writing code — we do not ship a generic download. After a short scoping call we confirm the specification, build the app against Frappe/ERPNext v15 or v16, and run it on a staging site for UAT before touching production. Typical delivery is one working week from confirmed scope, depending on how many custom DocTypes, sharing rules, and integrations you need. You receive the installable source, a git repository handover, technical and user documentation, a training session, and a post-go-live support window — so your team owns and can extend the app long after we install it.

Was Sie bekommen

  • Installable source code for your version — a standard Frappe app packaged for `bench get-app` / `bench install-app`
  • Installation and configuration on your bench (staging first, then production) including scheduler and background-worker setup
  • Technical documentation: DocType schemas, hooks, whitelisted API methods, permission model, and OCR pipeline
  • User guide plus a live training session for administrators and end users
  • UAT on a staging site with a documented test plan and a rollback plan before production cutover
  • Post-go-live support window for defect fixes and configuration questions
  • Git repository handover with full commit history so your team can maintain and extend the app
  • Configured role profiles, folder taxonomy, and sharing rules matching the scope agreed on the call

Für wen das ist

ERPNext System Administrator

Owns the bench and the site. Needs a document library that installs as a proper Frappe app, respects the native permission engine and role profiles, runs OCR on background workers without slowing the site, and hands over cleanly as a git repo they can maintain across v15/v16 upgrades.

Compliance & Quality Manager

Responsible for controlled documents, retention, and audit readiness. Needs enforced version history, document lifecycle states, per-folder access, retention/hold rules, and a full audit log of who viewed, downloaded, or shared each revision.

Finance / Legal / Operations Lead

Manages contracts, invoices, and policies inside ERPNext. Needs folder-based organization, the ability to search inside scanned PDFs, granular read/edit access per team, and secure time-limited links to share documents with auditors or clients without creating user accounts.

Head of IT / Digital Transformation

Consolidating tools onto ERPNext instead of a separate DMS. Needs REST API access so portals and other systems integrate with the document store, a scoped build matched to their taxonomy, and a supported delivery with training rather than an unsupported marketplace download.

Wie ERPNext Document Management System (DMS) Pro im Vergleich abschneidet

KriteriumECOSIREBenutzerdefinierter BuildKonkurrentERPNext nativ
Folder structureNavigable parent/child DocType tree scoped to your taxonomyPossible, but you design and build the tree yourselfFixed folder model you adapt toNo user-browsable folder hierarchy — flat attachments
Version controlImmutable revisions in a `Document Version` child tableDepends entirely on what you buildBasic versioning if the app offers itRe-upload overwrites — prior file is lost
Access controlFolder-inheritance via `has_permission` hooks on native rolesYou implement the permission hooks yourselfGeneric sharing, often not folder-inheritedCoarse File permissions, no folder cascade
OCR & full-text searchBackground OCR + indexed search inside document bodiesBuild the OCR pipeline and indexing from scratchFilename/tag search; OCR rareNo search inside file contents
External sharingSigned, expiring, permission-checked links via token DocTypeYou design the token and link security yourselfLink sharing varies; often no expiryEmail the raw file manually
Fit to your processScoped to your taxonomy, roles, retention & languagesFully bespoke but you own all the effortConfigure within the app's fixed modelWhatever the core File model allows
Delivery & supportone working week, staging UAT, training, support window, git handoverTimeline and support depend on your team or contractorInstant install, limited or forum-only supportIncluded in ERPNext, no bespoke support
MaintainabilityStandard Frappe app, full source & git repo, v15/v16 testedMaintainable only if well-documented internallyBlack-box; upgrades depend on the vendorMaintained by the ERPNext project

Häufig gestellte Fragen zu ERPNext Document Management System (DMS) Pro

How long does delivery take?

This is a build-to-order app, not an instant download. After a short scoping call we confirm the specification, then typical delivery is one working week from confirmed scope. The exact timeline depends on how many custom DocTypes, permission rules, OCR languages, and integrations you need. We build against your Frappe/ERPNext version and run UAT on a staging site before any production cutover.

Which Frappe and ERPNext versions are supported?

We build and test against Frappe/ERPNext v15 and v16. Tell us your exact bench version during scoping and we target that release, including the correct handling of the File DocType, permission hooks, and background-worker configuration for your version.

How does it differ from the File attachments already in ERPNext?

ERPNext's native File DocType gives you flat attachments on records with coarse permissions, no folder hierarchy your users can browse, no enforced version history, and no search inside the document contents. DMS Pro adds a navigable folder tree, immutable versioning, folder-inheritance permissions, OCR full-text search, lifecycle states, and secure expiring external links — all built on the framework rather than replacing it.

How does the OCR and full-text search work?

On upload, a doc event enqueues a background job via `frappe.enqueue` that extracts text from native PDFs and runs OCR over scanned images and image-only PDFs. The extracted text is indexed so users can search inside document bodies. Because it runs on background workers and scheduler events, large uploads never block the UI. We configure the OCR languages you need during scoping.

What about updates and support after go-live?

Every build includes a post-go-live support window for defect fixes and configuration questions. Because you receive the full source and the git repository, your team can maintain and extend the app themselves. We can also provide a separate ongoing support or enhancement retainer, and we test compatibility when you plan a Frappe/ERPNext version upgrade.

Can other systems push and pull documents programmatically?

Yes. The app exposes whitelisted methods over the Frappe REST API to create, version, fetch, and search documents. Portals, custom apps, or third-party systems can integrate directly, with the same permission checks applied as in the UI. We scope the specific endpoints you need as part of the build.

Do you install it, or do we?

We install and configure it for you — staging first for UAT, then production — including scheduler and background-worker setup. You also get the installable source and git handover, so your own team can reinstall or deploy to additional sites later.

Angebot anfordern

ERPNext Document Management System (DMS) Pro

A build-to-order document management app for ERPNext v15/v16 with folder hierarchies, true version control, granular role-based permissions, OCR-backed full-text search, and secure external sharing. ECOSIRE scopes, builds, installs, and supports it for your bench.

  • Documents and folders modeled as first-class Frappe DocTypes with a parent/child tree for true nested folder navigation
  • Immutable version control via a `Document Version` child table — re-uploads create a new revision instead of overwriting the prior file
  • Folder-inheritance permissions implemented in `permission_query_conditions` and `has_permission` hooks so parent-folder access cascades to children
  • Role-profile and User-Permission driven access control built on Frappe's native permission engine, keeping the standard audit trail intact

Angebot anfordern

Beschreiben Sie Ihre Anforderungen an ERPNext Document Management System (DMS) Pro, und wir senden Ihnen Preise, Lizenzoptionen und ein maßgeschneidertes Angebot – in der Regel innerhalb eines Werktags.

Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.