Document Management System – Organise, Secure and Share Every Document in Odoo
Standard Odoo has no proper place to store and organise your business documents. This module adds a full document management system: organise files into directories, tag and search them, control who can see what by user or department, track document revisions, and send any document by email in a single click. A paperless, structured home for all your company’s documents.
What Does This Module Do?
This module adds a complete document management system (DMS) to Odoo. A DMS is used to track, manage and store documents digitally so you can cut down on paper, and standard Odoo doesn’t include one. Here you organise documents into directories, just as any DMS does, and share each directory with the right people – either by adding individual users or, now, by assigning a department so everyone in that department gets access automatically. Documents carry full details in a proper form and list view, support tags (with colours) for classification, and can be found fast through dedicated search views that cover tags and descriptions. You can track document revisions to move between newer and older versions, grant access to a single document by adding a user as a follower, and send any document by email in one click. Two access levels – User and Manager – keep control clear.
Why Do You Need It?
As a business grows, so does its pile of documents – contracts, policies, pricelists, procedures, references – and without a proper system they end up scattered across drives, inboxes and paper files where they’re hard to find and easy to lose or leak. Odoo runs the rest of your business, but out of the box it has nowhere to organise these documents properly. This module fills that gap: everything lives in structured directories, classified with tags, and findable in seconds through search – even across thousands of files. Just as importantly, access is controlled, so documents are shared only with the users or departments that should see them, and revision tracking means you always know which version is current. Sending a document to someone becomes a one-click email rather than a download-and-attach chore. The result is less paper, less time wasted searching, tighter control over sensitive files, and a single source of truth for company documents.
When Should You Use This Module?
This module is for any organisation that manages a meaningful volume of documents in Odoo and wants them structured, searchable, secure, and easy to share. It’s ideal for companies moving away from paper and shared drives toward a proper DMS, for teams that need department-based or per-user access control over sensitive files, and for businesses that handle document revisions and need to track versions over time. If your staff waste time hunting for files, struggle to control who sees what, or email documents around manually, this brings order to all of it. It builds on Odoo Employees and Discuss and uses a Document Management Base module. If you also need to share documents with external end users through their website portal – for pricelists, contracts and the like – there’s a companion portal module that adds exactly that.
How This Module Works in Practice
You organise documents into directories and decide who can reach each one – add specific users to a directory’s user list, or set a department on the directory so all its members get access automatically. Within a directory, documents are created with full details, classified with coloured tags, and browsed in list or form view. Need to give one person access to a single file? Add them as a follower on that document. When you have thousands of files, the search views on directories and documents let you find what you need by tag or description in seconds. Revision support lets you move between newer and older versions of a document, and the send-by-mail action lets you email a document straight from its record. Access is governed by two roles: a User can add documents and open the directories and documents they’re given access to, while a Manager can create, edit and delete all documents, directories and tags.
Product Screenshots
Directory List – organise documents into directories, just like any DMS
Directory Form – share a directory by adding users, or by department for automatic access
Documents List – all your documents with the details you need at a glance
Document Form – full detail per document; add a user as follower to grant single-document access
Send by Mail – email any document directly from its record in a single click
Tags List – managers classify documents with tags, each with its own colour
Search – find documents fast by tag or description, even across thousands of files
User Management – User and Manager roles, plus department-based directory access
Key Benefits at a Glance
A real DMS for Odoo: organise all your documents into directories, which standard Odoo can't do.
Share by user or department: add users to a directory, or set a department for automatic access.
Tags and fast search: classify with coloured tags and find documents by tag or description in seconds.
Revisions and send-by-mail: track document versions and email any document in a single click.
Clear access control: User and Manager roles, plus per-document access via followers.
Ready to get started?
Install the module and go live in minutes — or reach out and we’ll tailor it to your exact document workflow.
Have a question or need help? Write to us at [email protected]