About Module
Currently, in odoo, you can't manage the "Documents" at the portal. Using this module you can see all document details from the website portal. You can sort by document by newest and name. We have provided a filter document option so easy to filter the documents by last month, last week, last year, this month, this quarter, today, this week & this year. You can easily group by the documents by directory & created by. Using a search bar you can search documents details easily. You can download the document from the portal.
Videos
Features
- 1) Easy to manage the "Documents" at the portal.
- 2) Easy to sort by the documents by newest and name.
- 3) You can easily group by the documents by directory & created by.
- 4) Easy to filter the documents by last month, last week, last year, this month, this quarter, today, this week & this year at the portal.
- 5) You can download the document from the portal.
- 6) Easy to search document details using the search bar.
- 7) No special configuration required, install it, use it.
- 8) This module saves your important time.
- 9) It reduces human efforts.
Versions
- v12.0
Installations
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder named ‘sh_portal_document’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.
4) Now, open the odoo as Developer Mode.
5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘sh_portal_document’.
7) Click on ‘Install’ to install it.
Workflow
In my account(portal) go to "Documents".
You can sort by documents by newest and name.
You can filter documents using any of the provided custom filter list.
The "Last month" list view of the filter looks like below.
The "Last week" list view of the filter looks like below.
The "Last Year" list view of the filter looks like below.
The "This Month" list view of the filter looks like below.
The "This Quarter" list view of the filter looks like below.
The "Today" list view of the filter looks like below.
You can group documents using any of the provided custom group by list.
The group by directory looks like below.
The group by created by looks like below.
You can download the documents from the portal.
You can search documents by the search bar.
The documents details list view of searched data.
