We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 465 |
| Technical Name |
sh_customer_document |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 13.0 12.0 15.0 16.0 14.0 |
Community
Enterprise
Odoo.sh
Customer Document Management
This module is very useful to manage important documents of the customer. It helps to send email notifications to customers for document expiration. You can send notifications before/after the expiry date as well as when the document expires. We provide a multiple email feature that helps to send email notifications to multiple employees at a time. You can see the document without download using the document smart button. This module allows sending the notification using scheduled action or manually. cheers!
Hot Features
Manage Documents By Tags 
Manage Customer's Documents
Email For Document Expiration
See Document Without Download
Features
- Easy to manage customer's documents.
- You can send an email notification to the customer for document expiration.
- You can send multiple employee email notifications at a time.
- You can send notifications before/after expire the document.
- You can send notifications at the expiry date of that document.
- You can see the document without download that document.
- Easy to send the notification using scheduled action or manually.
- This module saves your time.
Tick the "Access Customer Document" group.
Now go to the contacts and attach the document.
You can see the document without download using the document smart button.
After press on the document smart button, it opens the document kanban view.
In the document form view tick, the "Expiry Date Notify?" to get expiry date email notification.
You can see the document without download that document.
You can send email notifications to multiple employees using the "Notify Email" option.
You can send the notification manually by modifying scheduled actions.
Manually sends email notifications without scheduled actions.
The email notification form view looks like this, you can see the document from here.
You can send multiple employee emails manually also.
Tick the "Notify Customer" to send document expiry notification to the customer only.
Email notification list view.
Email notification form view, you can also see the document from here.
You have to tick "Expiry Date Notify?" to get an email notification on the expiry date.
Tick/untick "On Expiry Date Notification" to enable/disable email notification on the expiry date.
It sends email notifications based on the configuration.
The email notification form view looks like this.
The email notification kanban view looks like this.
Go to "Tags".
You can create tags from here.
Now press "Document" smart button.
Documents kanban view with tags.
Documents form view with tags.
Documents list view with tags.
You can search documents by tags.
Search result.
Version 15.0.2 | Released on : 16th March 2022
New
Tags Added In Attachments/Documents.
New
We have separate "Tags" menu to separate module. which will be free to use. Make sure if you upgrading from this version then you will need a separate module also before the upgrade.
Version 15.0.1 | Released on : 10 October 2021
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Yes, This app is compatible with Odoo's Multi-Company Feature.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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