Give every document a home and a number
Hierarchical directories, automatic per-directory reference numbers, secure-by-default access and a customer portal — everything a Document Manager needs to stop hunting through thousands of unorganized attachments.
The problem
Odoo stores every upload as a plain attachment with no folder, no naming convention and no automatic reference. As files pile into the thousands, finding the right one becomes guesswork, duplicates proliferate, and there is no reliable way to say “document DOC/2026/00042” and have everyone find the exact same file.
The solution
Document Directory Numbering gives every file a home and a reference. Directories mirror your business objects, each one issues its own sequential number with a live preview, and a fallback sequence catches anything that does not fit — so every document is filed, numbered and secured by default.
Everything a Document Manager needs
Every capability below is implemented in the module.
Hierarchical Directories
Nest directories by business object — Customer, Project, Year — so files live exactly where the team expects to find them.
Per-Directory Auto Numbering
Each directory owns its own sequence with a configurable prefix, padding and start number, plus a live reference preview while you configure it.
Generic Fallback Sequence
A document that does not match a specific directory still gets a unique reference from a generic DOC/ sequence, so nothing is ever left unnumbered.
Document Versioning
Superseding a file creates a new version that keeps the same reference lineage, with a banner linking back to the prior version.
Secure-by-Default Access
Every directory is restricted by default; only Document Managers and the groups you explicitly authorize can see it — no silent open-to-everyone default.
Document Manager Role & Menu
A dedicated Document Manager group and a single centralized Documents menu bring directories, documents and tags under one roof.
Tagging & Filtering
Color-coded tags managed from one editable list let you categorize and filter documents across every directory.
Customer & Supplier Portal
Publish a directory and the assigned partner gets a dedicated Documents area on their My Account page with a one-click download.
List & Kanban with State Tracking
Draft, filed and archived states with full chatter tracking, visible across list and kanban views for both directories and documents.
How it works
Configure a directory
Set the business object, numbering prefix and padding, and grant the groups allowed to see it.
Upload & file
Drop a document into the directory and it receives its reference number automatically.
Track versions & tags
Supersede a file to create a new version, and tag documents to keep them easy to find.
Share via portal
Publish the directory so the assigned customer or supplier can find and download their files.
Frequently asked
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Each directory owns its own sequence with a configurable prefix, padding and starting number, and shows a live preview of the next reference as you configure it. Any document that does not belong to a specific directory still receives a unique reference from a generic DOC/ fallback sequence, so nothing is ever left unnumbered.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Document Directory Numbering
Hierarchical directories with per-directory automatic reference numbers and versioning, secure by default — so a document reference points everyone at exactly the same file.
Buy on Odoo App Store