Document Management Portal – Share Documents with Customers on Their Website Account
Your customers already log in to see their orders and invoices – why not their documents too? This module extends your Odoo Document Management System to the website portal, letting customers access the documents you share with them – price lists, contracts, and more – right alongside their orders and invoices. You control who sees what simply by adding them as a follower on the document.
What is a Document Management Portal?
A Document Management System (DMS) is a way to track, manage, and store your documents digitally, cutting down on paper and keeping everything organised in one place. But storing documents internally is only half the picture – often you need to share specific documents with the customers they relate to. This module adds that missing piece: it brings your documents onto the customer’s website portal, so they can view the files you’ve shared with them in the same familiar place they already check their orders, invoices, and project issues.
Why Do You Need It?
Sharing documents with customers by email is messy – files get buried in inboxes, versions get confused, and there’s no single place a customer can go to find the price list or contract you sent months ago. Giving customers self-service access to their documents solves all of that: everything relevant to them sits in their portal, available whenever they need it, without another email to you. Just as importantly, access is precise and secure – a customer only sees a document if you’ve deliberately added them as a follower on it, so nothing is exposed by accident. The result is a more professional customer experience, less back-and-forth for your team, and a tidy, controlled way to distribute the documents your clients need.
When Should You Use This Module?
This module is for any business that already uses a portal for customers and needs to share documents with them – price lists, contracts, agreements, certificates, reports, or any file tied to a specific client. It’s ideal for companies that send the same kinds of documents repeatedly and want a permanent, self-service home for them, and for teams that want document access controlled per customer rather than emailed around. Since it extends the Document Management System and works through the standard Odoo portal, it fits naturally wherever you’re already giving customers online access to their orders and invoices.
How This Module Works in Practice
Setup needs no technical knowledge and no configuration – just install and it’s ready. You manage your documents with all their details in the form view of your Document Management System as usual. To give a customer access, you simply add that user as a follower on the relevant document – and from then on it appears in their website portal. When they log in, they see their documents in a clear list view with all the details they need, and can open any one to view its full information. It’s the same effortless portal experience they already have for orders and invoices, now extended to the documents you share with them.
Product Screenshots
Portal Document List – customers see their shared documents with all the details they need
Portal Document View – open any document to see its full information
Key Benefits at a Glance
Self-service documents: customers access their shared files in the portal, alongside orders and invoices.
Precise access control: a customer sees a document only when you add them as a follower – nothing exposed by accident.
Less email back-and-forth: price lists, contracts, and more live in one permanent, self-service place.
Familiar experience: the same portal list and detail views customers already know from orders and invoices.
Ready out of the box: no technical knowledge or configuration needed – just install and start sharing.
Ready to get started?
Install the module and go live in minutes — or reach out and we’ll tailor it to your exact workflow.
Have a question or need help? Write to us at [email protected]