Documents Management
by Viindoo
| Lines of Code | 7008 |
| Technical name | viin_document |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/19.0/viin_document |
| Read description for | v 14.0 v 15.0 v 16.0 v 17.0 v 18.0 |
| Required Apps | Discuss (mail) |
| Included Dependencies | Viindoo Base Multilingual Tracking Token Expiration |
| Extensions | Documents - Project Documents - HR Documents - Accounting Documents - Sale Documents - Purchase Documents - MRP Documents - Inventory |
Documents Management
Store documents in different folders via versatile integration with other modules in Viindoo, supports search, share and schedule activities for each document
When a business grows, the amount of documents not only increases in quantity but also in complexity. The Document Management module helps solve this problem with a comprehensive solution, from storage, sharing, approval to access control.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Store documents in different folders via versatile integration with other modules in Viindoo, supports search, share and schedule activities for each document
Benefits
Reduce the time spent searching and processing documents.
Limit the risk of data leakage through clear permissions.
Eliminate the need to use paper documents and physical storage space.
Viindoo Documents Management App
Access rights
Document Generation Rule
Giao dien chung
See Documents Management in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Documents Management?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Changes log
We continuously improve this module. Recent updates from the official Viindoo repository:
- 2026-03-23 Improved More short-circuit to avoid redundant execution.
- 2025-08-05 Improved Add focus and open workspace after create.
- 2025-06-16 Fixed Hide download button if only have type url.
- 2026-01-21 Fixed Button Request to sign does not display.
- 2025-12-20 Improved Performance when search attachments.
- 2025-11-17 Fixed Leader can access own team's workspace.
Works Great With These Modules
Extend Documents Management with complementary Viindoo apps:
Documents - Accounting
Accounting Documents
Module viin_document_accountFreight & Document Integration
Freight Documents
Module viin_document_freightDocuments - HR
Bridge module connecting Document Management and Employees modules, creating workspace, team, tag, action and auto-generate document rules for Employees module
Module viin_document_hrDocuments - MRP
Bridge module connecting Document Management and MRP modules, creating workspaces, teams, tags, actions and auto-generate document rules for MRP
Module viin_document_mrpDocuments - Project
Bridge module connecting Document Management and Project modules, supporting data creation for workspace, team, tag, action, auto-generate document rules
Module viin_document_projectDocuments - Purchase
Bridge module connecting Document Management and Purchase, supporting data creation for workspace, team, tag, action, auto-generate document rules
Module viin_document_purchaseWho Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Businesses of medium and large size
Businesses of medium and large size want to optimize their document management processes.
Departments of administration and law
Departments of administration and law need to store and access documents securely.
Technology companies are
Technology companies are looking for integration solutions with existing systems.
Industries with high compliance requirements (such as finance, healthcare, manufacturing) need to manage documents securely and transparently.
Installation
- Navigate to Apps.
- Search with keyword viin_document.
- Press Install.
Instruction
Instruction video: Documents Management
After installation, the Documents Management App will be shown in the main menu of system.
1. Access rights
Go to Main menu > Setting > Users & Companies > Users, select the user account to set up access rights. There are 3 access rights:
- Set it blank: By default, the users are not able to manipulate documents in the Document Application, but you can add appropriate rights for them to each document folder according to the instructions in the following article Create and authorize document workspaces.
- Officer: The users can access all and upload documents with this right.
- Administrator: The user has full access to the Documents app.
2. General setting
You set up the information as the following guideline:
- Step 1: Go to Documents > Configuration.
- Unique Document Name: Activate this feature if the new folder's name is unique.
- Actions: The actions to insert/replace the corresponding tags.
- Teams: It is used to set up the rights to access the documents to be attached to the app's interfaces, however, the users do not have the rights to use this app. For example, the salesman can view the Delivery Slip.
- Document Generation Rule: This feature will help you to be able to automatically create a file and manage it. Otherwise, it can support auto-create the workspace to contain the file as the setting up rule. You can view the demo data from the other apps related documents management in software to setting up proactively. For example, viin_document_stock for inventory documents management, viin_document_account for accounting documents management, v.v
- Step 2: Go to Documents app > Master data.
- Tags: All files and URL links in the Documents Management App can be categorized and arranged by tags and tag categories.
- Workspaces: It is used to contain all documents attached in the detailed interface.
3. Operation.
Step 1: Upload documents on the system.
Step 2: Share documents.
Step 3: Document approval.
Step 4: Search document.
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.
