|Author:||MuK IT, Tecnativa, Odoo Community Association (OCA)|
|Dependencies:||base, http_routing, mail, mail_preview_base, portal, web, and web_drop_target|
|Other branches:||12.0, 13.0, and 14.0|
|Other repositories:||Change2improve/dms, ERPymes/ERPymes, ForgeFlow/dms, flectra-hq/flectra, kevinpthorne/flectra, kmee/dms, ksher-solutions/dms, mausvt/flectra, rameshwordhakal/dms, shawndanger/dms, and tegin/dms|
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
mail_preview_base is required for DMS but it is recommended to install all
the other mail_preview modules from social OCA repository
in order to improve the preview of files.
python-magic library is recommended to be installed for having whole support
to get proper file types and file preview.
To configure this module, you need to:
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:
You can check all the files that still needs to be migrated from all storages and migrate them manually on Documents -> Configuration -> Migration
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.
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.
dms.storagerecords, if your module extends this model to another storage backend that needs using secrets, remember to forbid access to the secrets fields by other means. It would be nice to be able to remove that rule at some point.
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.
Some pictures are based on or inspired by:
This module is maintained by the OCA.
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.