One Repository for Every Document

Folders, security, expiry tracking, portal sharing and a compliance-grade audit log — all inside one Odoo module, replacing the scattered mix of email, shared drives and ad-hoc attachments most teams rely on today.

The problem

Odoo's native attachments are orphaned files hanging off individual records — no folder hierarchy, no expiry tracking, no versioning, and no access control beyond basic record rules. Contracts, certifications and compliance records end up scattered across email, shared drives and ad-hoc uploads, so nobody can answer "which certifications expire next month" or prove an audit trail when a regulator asks.

The solution

A real directory tree with group-level security, document lifecycle and expiry in the same record, selective portal sharing with password and watermark controls, and an immutable audit log — auto-filed across Sales, Purchase, Project, HR and Contacts with a single smart button on every record.

Capabilities

Everything a repository needs

Every capability below is implemented in the module.

01

Hierarchical Directory Tree

Unlimited nested folders with storage and document counts rolled up the tree, auto-numbered sequences per directory, and cycle-safe reorganization.

02

Lifecycle & Approval Workflow

Draft, Under Review, Approved, Active, Expiring Soon, Expired and Archived states with reviewer assignment, deadlines and one-click Approve, Reject or Request Changes.

03

Expiry Tracking & Notifications

Issue and expiry dates with a configurable lead time, automatic before/on/after email alerts, recurring reminders for overdue documents, and a one-click Renew action.

04

Group-Based Access Control

Viewer, User and Administrator roles, folder-level group permissions that inherit down the tree, per-document overrides, and multi-company isolation.

05

Versioning & Restore

Every revision is kept with who/when metadata and a change note, and any version can be restored in one click — itself logged to the audit trail.

06

Immutable Compliance Audit Log

Every create, write, download, share, delete, state and permission change is logged with user, IP address and timestamp, plus a filterable compliance report.

07

Selective, Watermarked Share Links

Cherry-pick individual documents or folders and share them via password-protected, expiring, view-only, watermarked links with download tracking.

08

File Request Workflow

Ask an internal or external contact for a document with a due date and instructions, and track it from draft through sent, received and done.

09

Automatic Folders Across Core Apps

A Documents smart button and an auto-created folder appear on Sales Orders, Purchase Orders, Projects, Employees and Contacts — no per-app add-on needed.

Workflow

How it works

1

File & Classify

Upload one file or a whole batch into a directory; categories and tags seed the default classification and access groups automatically.

2

Track & Control

Set issue and expiry dates, lock sensitive files or apply a legal hold, and let folder and document group permissions decide who can see what.

3

Review & Share

Route a document through review and approval, then share it internally or with a partner via a password-protected, watermarked, expiring link.

4

Audit & Report

Every action is timestamped to an immutable log; pull a compliance report or check the dashboard at any time.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

It builds a structured repository on top of Odoo — a Documents smart button and an auto-created folder appear directly on Sales, Purchase, Project, HR and Contacts records, so existing records gain a real folder tree instead of a flat attachment list.

Get the app

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 Management System

A folder hierarchy with group-based access, approval lifecycle, expiry notifications and versioning — plus watermarked share links and an immutable compliance audit log.

Buy on Odoo App Store