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Document Management System (DMS) & File Portal for Odoo — Odoo document hub with folder ACLs, version control, OCR search & p — 1/1Örnek önizleme

Odoo document hub with folder ACLs, version control, OCR search & portal file sharing

— a Community alternative to Enterprise Documents.

Document Management System (DMS) & File Portal for Odoo nedir?

Odoo document hub with folder ACLs, version control, OCR search & portal file sharing — a Community alternative to Enterprise Documents. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Temel Özellikler

Folder / workspace hierarchy modeled as dms.folder records with unlimited nesting, each folder carrying its own owner, tags, and retention policy
Per-folder access control combining ir.model.access.csv group rights with ir.rule record rules — read/write/create/unlink granted at the folder level, inherited by child folders
Full version history: every save creates an immutable dms.version record with author, timestamp, size, and change note; roll back to any prior revision in one click
Check-in / check-out locking so two users can't clobber each other's edits — a locked file shows the holder and lock time; @api.depends compute exposes lock state in the list and kanban views
OCR text extraction (Tesseract-based) on PDFs and images, indexed for full-text search across file contents, not just filenames
Search that spans filename, tags, folder path, author, and OCR body text, with Odoo's standard filter/group-by and saved favorite searches
Customer & vendor portal file sharing built on Odoo's native portal controllers + QWeb templates — external users see only folders shared with them, with granular view/download/upload permission
Drag-and-drop multi-file upload from the web client, with client-side chunking for large files and automatic MIME/type detection
Email-to-folder ingestion: dedicated mail aliases (e.g. contracts@yourco.com) route attachments straight into the target folder via Odoo's mail gateway
Smart tagging with a controlled tag taxonomy plus optional automated actions that auto-tag or auto-file documents based on source, partner, or filename pattern
Deep record linking — attach and browse documents directly from any Contact, Sales Order, Purchase Order, Project, or custom model, so files live where the work happens
Storage-aware architecture using ir.attachment so files honor your existing filestore, database storage, or S3 attachment backend without duplication
QWeb PDF reports for audit trails: who accessed, edited, or downloaded a file and when, exportable for compliance reviews
Automated retention & archiving via scheduled actions (ir.cron) that flag or archive documents past their retention date
XML-RPC / JSON-RPC exposure so external systems can push, pull, or query documents programmatically against the same models
Activity & chatter on every document — assign review tasks, log notes, and @-mention colleagues using Odoo's standard mail.thread

Siparişe özel, sizin için baştan sona

Kendiniz kurmanıza gerek yok — ECOSIRE tarafından geliştirilen, kurulan ve desteklenen çalışır bir uygulama.

  1. 1

    Sipariş verirsiniz

    Tek seferlik geliştirme fiyatıyla başlayın. Kapsamı başlangıçta sizinle birlikte belirleriz.

  2. 2

    Geliştirir ve kurarız

    ECOSIRE, Odoo ortamınızda geliştirir, yapılandırır ve kurar.

  3. 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

Odoo Uyumluluğu
Odoo 17, Odoo 18, Odoo 19
Sürümler
Enterprise ve Community
Lisans
Lisansın doğrulanması gerekiyor
Python Gereksinimi
Python 3.10+
Veritabanı
PostgreSQL 12+

Bu Ürün Hakkında

Your documents are scattered — contracts in email, drawings on someone's desktop, signed POs in a shared drive nobody trusts. Odoo Enterprise "Documents" solves part of this but costs an Enterprise subscription per user and still doesn't give you true version locking or a clean customer/vendor file portal. This is a build-to-order Document Management System that ECOSIRE designs, codes, and installs directly inside your Odoo — a purpose-built Community-compatible alternative that lives natively alongside Sales, Purchase, Projects, and Contacts.

This is not an existing apps.odoo.com download you install yourself. After purchase, our Odoo engineers scope your folder taxonomy, security model, and portal requirements, then build a tailored module — typically delivered in one working week — and install it on your Community or Enterprise instance (Odoo 17, 18, or 19).

Under the hood it's real Odoo, not a bolted-on iframe. Documents and folders are proper models.Model records (dms.folder, dms.file, dms.version) with @api.depends computed fields for storage size, version count, and lock status. Access is enforced two ways: coarse group access via ir.model.access.csv, and fine-grained per-folder visibility via ir.rule record rules — so a vendor sees only their folder, and Finance never sees HR contracts. Files store as ir.attachment (respecting your existing filestore or S3 backend), version history is immutable, and OCR text is indexed for full-text search. The customer/vendor portal reuses Odoo's native portal framework (QWeb templates + controllers) so external users log in to the same clean portal they already use for invoices.

Because we build it to your process, you decide the folder hierarchy, the naming rules, the retention policy, the email-ingestion aliases, and which record types auto-file (e.g., attach a signed quotation PDF straight into the customer's folder). You own the source code and can extend it with your own team or ours.

Delivered with training, admin documentation, and a support window — so your team actually adopts it instead of drifting back to the shared drive.

Ne elde edeceksin

  • Complete, tailored Odoo module source code (models, views, security, controllers, QWeb templates) with a clean __manifest__.py declaring dependencies and version pinned to your Odoo release
  • Installation and configuration on your Odoo 17, 18, or 19 instance (Community or Enterprise), including filestore/S3 wiring and mail-alias setup
  • Your custom folder taxonomy, tag catalog, and access-control matrix configured to your org chart and department boundaries
  • Configured customer/vendor portal — branded, permission-scoped, and tested with a real external test account
  • ir.model.access.csv + ir.rule security model documented so you know exactly who can see and do what
  • Admin & end-user documentation (PDF) plus a folder-structure and permissions reference specific to your build
  • Live training session(s) for admins and key users, recorded for future onboarding
  • Post-go-live support window for bug fixes, adjustments, and questions (duration per package tier), plus a paid maintenance/extension option thereafter

Bu kimin için

Operations / Office Manager tired of the shared drive

Runs a small-to-mid company where contracts, POs, and signed docs live in a chaotic network folder or Google Drive with no version control and no audit trail. Wants one governed hub inside the ERP the team already uses, so nothing gets lost or overwritten.

Odoo Community admin who won't pay for Enterprise Documents

Runs Odoo Community and needs real document management — folders, ACLs, versioning, OCR search — without upgrading every user to an Enterprise subscription just to get the Documents app. Wants a Community-native module they own outright.

Compliance / Quality lead needing an audit trail

Operates in a regulated or ISO-audited environment and must prove who accessed, changed, or approved each document. Needs immutable version history, retention policies, and exportable access reports tied to the ERP records they already track.

Client-facing project or account manager

Shares deliverables, drawings, and reports with external customers and vendors, and is tired of email attachments and expiring links. Wants clients and suppliers to self-serve files through a secure portal scoped to only their own folders.

Document Management System (DMS) & File Portal for Odoo Nasıl Karşılaştırılır

KriterECOSIREÖzel YapıRakipOdoo Yerleşik
Folder hierarchy with per-folder access rulesUnlimited nesting with ir.rule record rules per folder, built to your org chartPossible but you design and test the security model yourselfOften flat or fixed structure; ACLs vary by app qualityDahil değil
File version history + check-in/check-out lockingImmutable dms.version records plus explicit lock/unlock with holder trackingMust be built and tested from scratchKısmi destekDahil değil
OCR full-text search inside documentsTesseract OCR extraction indexed for content search across all filesRequires integrating and indexing an OCR pipeline yourselfKısmi destekDahil değil
Customer & vendor portal file sharingNative Odoo portal, permission-scoped per external user, brandedYou build portal controllers and QWeb templates yourselfKısmi destekDahil değil
Runs on Odoo Community without Enterprise subscriptionDahilDahilKısmi destekDahil değil
Email-to-folder ingestion + automated auto-filingMail aliases and automated actions configured to your workflowRequires custom mail-gateway and automation workKısmi destekDahil değil
Tailored to your taxonomy, retention & integrationsScoped and built to your exact process during the engagementDahilDahil değilDahil değil
Support window, training & documentation includedAdmin/user docs, live training, and a post-go-live support windowDahil değilKısmi destekDahil değil
You own and can extend the source codeFull module source handed over, extend with any Odoo developerDahilKısmi destekDahil değil

Document Management System (DMS) & File Portal hakkında Sıkça Sorulan Sorular

Is this an instant download from the Odoo App Store?

No. This is a build-to-order module. After purchase, our Odoo engineers scope your folder structure, security model, and portal needs, then build a module tailored to your instance and install it for you. It is not a pre-packaged apps.odoo.com download, and there is no instant-download link.

How long does delivery take, and what's the lead time?

Typical delivery is one working week from the kickoff/scoping call. Timeline depends on the complexity of your folder taxonomy, how many external portal roles you need, and any deep integrations (e.g., auto-filing signed sales orders). We confirm a firm timeline after the scoping call, and simple builds can land at the fast end of that range.

What support and updates are included after go-live?

Every build includes a post-launch support window (length varies by package) covering bug fixes, permission adjustments, and questions. After that window you can move to a paid maintenance plan for ongoing updates, Odoo version upgrades, and new features. Because you own the source code, you can also maintain or extend it with your own developers.

Does it work on Odoo Community, or do I need Enterprise?

It works on both. The module is designed as a Community-compatible alternative to Enterprise Documents — you get folders, ACLs, version control, OCR search, and portal sharing without an Enterprise subscription. We support Odoo 17, 18, and 19 on Community or Enterprise, and pin the __manifest__.py to your exact version.

How is access control actually enforced?

Two layers. Coarse group-level rights come from ir.model.access.csv (who can read/write/create/delete document records at all), and fine-grained per-folder visibility comes from ir.rule record rules — so a vendor sees only their own folder and Finance never sees HR contracts. We document the full matrix so you know exactly who can see and do what.

Can it handle OCR search and large files?

Yes. Uploaded PDFs and images are run through OCR (Tesseract-based) and the extracted text is indexed, so you can search inside document contents, not just filenames. Files are stored as ir.attachment, so they respect your existing filestore, database, or S3 backend, and large uploads are chunked from the browser.

Can external systems push or pull documents automatically?

Yes. Because everything is built on standard Odoo models, you can create, read, and query documents over XML-RPC or JSON-RPC. We can also wire email-to-folder ingestion and automated actions so incoming attachments and specific record events file themselves without manual work.

Teklif isteyin

Document Management System (DMS) & File Portal

Odoo document hub with folder ACLs, version control, OCR search & portal file sharing — a Community alternative to Enterprise Documents.

  • Folder / workspace hierarchy modeled as dms.folder records with unlimited nesting, each folder carrying its own owner, tags, and retention policy
  • Per-folder access control combining ir.model.access.csv group rights with ir.rule record rules — read/write/create/unlink granted at the folder level, inherited by child folders
  • Full version history: every save creates an immutable dms.version record with author, timestamp, size, and change note; roll back to any prior revision in one click
  • Check-in / check-out locking so two users can't clobber each other's edits — a locked file shows the holder and lock time; @api.depends compute exposes lock state in the list and kanban views

Teklif isteyin

Document Management System (DMS) & File Portal ihtiyaçlarınızı bize anlatın; fiyatları, lisans seçeneklerini ve size özel bir teklifi genellikle bir iş günü içinde gönderelim.

Şimdi ödeme yok. Bu, ekibimize bir teklif talebi gönderir — fiyat ve sonraki adımlarla e-posta ile dönüş yapacağız.