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- ERPNext Document Management System (DMS) Pro
Örnek önizlemeA 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.
ERPNext Document Management System (DMS) Pro nedir?
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.
Temel Özellikler
Siparişe özel, sizin için baştan sona
Kendiniz kurmanıza gerek yok — ECOSIRE tarafından geliştirilen, kurulan ve desteklenen çalışır bir uygulama.
- 1
Sipariş verirsiniz
Tek seferlik geliştirme fiyatıyla başlayın. Kapsamı başlangıçta sizinle birlikte belirleriz.
- 2
Geliştirir ve kurarız
ECOSIRE, ERPNext ortamınızda geliştirir, yapılandırır ve kurar.
- 3
Yayına alma + destek
Yaklaşık bir iş haftasında yayına alırsınız; canlıya geçiş sonrası iki hafta destek dahildir. Teslim ettiğimiz koddaki hatalar ücretsiz düzeltilir.
Teknik Özellikler
- ERPNext Uyumluluğu
- —
- Lisans
- Lisansın doğrulanması gerekiyor
- Python Gereksinimi
- Python 3.10+
- Veritabanı
- MariaDB 10.6+
Bu Ürün Hakkında
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.
Ne elde edeceksin
- 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
Bu kimin için
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.
ERPNext Document Management System (DMS) Pro Nasıl Karşılaştırılır
| Kriter | ECOSIRE | Özel Yapı | Rakip | ERPNext Yerleşik |
|---|---|---|---|---|
| Folder structure | Navigable parent/child DocType tree scoped to your taxonomy | Possible, but you design and build the tree yourself | Fixed folder model you adapt to | No user-browsable folder hierarchy — flat attachments |
| Version control | Immutable revisions in a `Document Version` child table | Depends entirely on what you build | Basic versioning if the app offers it | Re-upload overwrites — prior file is lost |
| Access control | Folder-inheritance via `has_permission` hooks on native roles | You implement the permission hooks yourself | Generic sharing, often not folder-inherited | Coarse File permissions, no folder cascade |
| OCR & full-text search | Background OCR + indexed search inside document bodies | Build the OCR pipeline and indexing from scratch | Filename/tag search; OCR rare | No search inside file contents |
| External sharing | Signed, expiring, permission-checked links via token DocType | You design the token and link security yourself | Link sharing varies; often no expiry | Email the raw file manually |
| Fit to your process | Scoped to your taxonomy, roles, retention & languages | Fully bespoke but you own all the effort | Configure within the app's fixed model | Whatever the core File model allows |
| Delivery & support | one working week, staging UAT, training, support window, git handover | Timeline and support depend on your team or contractor | Instant install, limited or forum-only support | Included in ERPNext, no bespoke support |
| Maintainability | Standard Frappe app, full source & git repo, v15/v16 tested | Maintainable only if well-documented internally | Black-box; upgrades depend on the vendor | Maintained by the ERPNext project |
ERPNext Document Management System (DMS) Pro hakkında Sıkça Sorulan Sorular
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.
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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