Document Management System

Beta License: LGPL-3 OCA/dms Translate me on Weblate Try me on Runboat

DMS is a module for creating, managing and viewing document files directly within Odoo. This module is only the basis for an entire ecosystem of apps that extend and seamlessly integrate with the document management system.

This module adds portal functionality for directories and files for allowed users, both portal or internal users. You can get as well a tokenized link from a directory or a file for sharing it with any anonymous user.

Table of contents

Installation

Preview

python-magic library is recommended to be installed for having whole support to get proper file types and file preview.

Configuration

Configuration

To configure this module, you need to:

1. Create a storage

  1. Go to Documents -> Configuration -> Storages.
  2. Create a new document storage. You can choose between three options on Save Type:
    • Database: Store the files on the database as a field
    • Attachment: Store the files as attachments
    • File: Store the files on the file system

2. Create an access group

  1. Next, create an administrative access group. Go to Configuration -> Access Groups.
    • Create a new group, name it appropriately, and turn on all three permissions (Create, Write and Unlink. Read is implied and always enabled).
    • Add any other top-level administrative users to the group if needed (your user should already be there).
    • You can create other groups in here later for fine-grained access control.

3. Create a directory

  1. Afterward, go to Documents -> Directories.
  2. Create a new directory, mark it as root and select the previously created setting.
    • Select the Groups tab and add your administrative group created above. If your directory was already created before the group, you can also add it in the access groups (Configuration -> Access Groups).
  3. In the directory settings, you can also add other access groups (created above) that will be able to:
    • read
    • create
    • write
    • delete

Migration

If you need to modify the storage Save Type you might want to migrate the file data. To achieve it, you need to:

  1. Go to Documents -> Configuration -> Storage and select the storage you want to modify
  2. Modify the save type
  3. Press the button Migrate files if you want to migrate all the files at once
  4. Press the button Manual File Migration to specify files one by one

You can check all the files that still need to be migrated from all storages and migrate them manually on Documents -> Configuration -> Migration

File Wizard Selection

There is an action called action_dms_file_wizard_selector to open a wizard to list files in kanban view. This can be used (example dms_attachment_link module) to add a button in kanban view with the action we need.

Usage

The best way to manage the documents is to switch to the Documents view. Existing documents can be managed there and new documents can be created.

Portal functionality

You can add any portal user to DMS access groups, and then allow that group in directories, so they will see in the portal such directories and their files. Another possibility is to click on “Share” button inside a directory or a file for obtaining a tokenized link for single access to that resource, no matter if logged or not.

Known issues / Roadmap

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • MuK IT
  • Tecnativa

Contributors

Other credits

Some pictures are based on or inspired by:

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/dms project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.