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dms

Author: MuK IT,Odoo Community Association (OCA)
License: LGPL-3
Branch: 13.0
Repository: ksher-solutions/dms
Dependencies: base, http_routing, mail, web, and web_drop_target
Languages: AspectJ (8, 0.1%), Bourne Shell (6, 0.1%), C (5, 0.1%), C# (8, 0.1%), C++ (6, 0.1%), COBOL (5, 0.1%), CoffeeScript (1, 0.0%), Fortran (0, 0.0%), Go (5, 0.1%), Groovy (1, 0.0%), HTML (396, 5.6%), Java (5, 0.1%), JavaScript (365, 5.2%), Markdown (88, 1.3%), Python (2768, 39.5%), SVG (63, 0.9%), Sass (161, 2.3%), Scheme (3, 0.0%), XML (2769, 39.5%), and reStructuredText (350, 5.0%)
Other branches: 12.0
Other repositories: Change2improve/dms, ERPymes/ERPymes, ForgeFlow/dms, OCA/dms, flectra-hq/flectra, kevinpthorne/flectra, kmee/dms, mausvt/flectra, rameshwordhakal/dms, shawndanger/dms, and tegin/dms

Document Management System

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

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.

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Documents -> Configuration -> Storages.
  2. Create a new document storage. You can choose between two options on Save Type:
    • Database: Store the files on the database as a field
    • Attachment: Store the files as attachments
  3. Afterwards go to Documents -> Directories.
  4. Create a new directory, mark it as root and select the previously created setting.
  5. On the Directory you can also define the access groups 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. In order 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 in order to specify files one by one

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

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.

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • MuK IT

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.