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Document Version / Attachment Version
The Document & Attachment Version Control app helps you keep your files organized by automatically managing multiple versions of the same document. When you upload a file with the same name and type, the system saves it as a new version instead of overwriting the original. This way, every update is preserved and can be accessed whenever needed. To make navigation simple, the app provides two smart buttons, Previous Version and Next Version, so you can quickly move back and forth through a document’s history. With this streamlined process, your team can maintain accuracy, ensure traceability, and confidently manage documents without the risk of losing important information.
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Features
Automatic Document Versioning
Every time a file with the same name and type is uploaded, the system creates a new version instead of overwriting. This ensures a complete, secure document history without losing critical data.
Full Version History & Easy Navigation
All revisions are safely stored and audit-ready. Users can quickly move between Previous and Next versions with smart buttons, making it simple to review, compare, and trace changes.
Secure & Traceable File Management
Maintain organized, compliant, and audit-ready attachments. Each file version includes metadata such as version number, creator, upload date, and linked business document.
Model-Specific Versioning Rules
Apply version control only to relevant records such as invoices, sales orders, or contracts. Exclude non-critical documents to keep file storage efficient and focused where it matters most.
Multi-Company Support with Odoo Integration
Configure versioning rules separately for each company. The app is fully integrated with Odoo attachments, ensuring smooth collaboration across departments without disrupting existing workflows.
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1.) Attachment Access from Invoice Form
Manage invoice-related documents directly from the customer invoice form. With the attachment button, you can upload, view, and track all file versions linked to the invoice, ensuring accurate and organized financial documentation.
Navigation : Invoicing → Invoices → Attachment
2.) Upload Files as Invoice Attachments
Easily upload supporting documents such as images, text files, or PDFs to invoices. Every new upload is automatically versioned, preventing overwrites and ensuring a complete document history in Odoo.
3.) Manage and View Invoice Attachments
Once uploaded, attachments appear directly under the invoice record. Users can preview files, add more attachments, and keep all related documents securely linked to the invoice for easy access and version control.
4.) Automatic Versioning of Duplicate File Uploads
When a file with the same name and type is uploaded, the system automatically creates a new version instead of overwriting the original. This ensures full document history, traceability, and secure attachment management.
5.) Enable Developer Mode for Advanced Configuration
Activate Developer Mode in Odoo to unlock technical features, including configuration options for document versioning and attachment restrictions. This mode provides access to advanced menus under the Technical settings.
Navigation : Settings → General Settings → Developer Tools
6.) Access Attachments via Developer Mode
In Developer Mode, you can quickly access and manage attachments directly from the Debug menu. This option allows technical users to review file versions, metadata, and related records for better control and troubleshooting.
Navigation : Invoice → Debug Menu (Bug Icon) → Attachments
7.) Manage Document Versions in Attachments
The Attachments view displays all related files with their version history, file size, creator, and creation date. This helps users track updates, compare document versions, and maintain a clear audit trail for better document control.
8.) Attachment Version Details & Navigation
The Attachment Form View provides complete details about a selected file, including its type, linked resource, and version history. With built-in navigation controls, users can seamlessly move between different document versions:
Previous Version: Displays the older revision of the document.
Next Version: Displays the newer revision created from the current file.
9.) Attachment Version with No Next Version
When a document is on its latest version, the Next Version button is hidden automatically, since there is no newer revision to display. In this state, only the Previous Version button is available, allowing users to navigate back to earlier revisions.
10.) Attachment Version with No Previous Version
When a document is on its first version (v1.0), the Previous Version button is hidden, since there is no earlier revision to display. In this state, only the Next Version button is available, allowing users to move forward to newer revisions.
11.) Attachment Version Restriction Configuration
The Attachment Version Restriction Config menu gives administrators full control over automatic document versioning in Odoo. With this feature, you can define restricted models to exclude certain records such as invoices, sales orders, or contracts from version control. This ensures versioning is applied only where it adds value, helping companies maintain flexibility, avoid unnecessary file versions, and streamline document management for greater efficiency.
Navigation : Settings → Technical → Document Versioning → Document Version Restriction
12.) Company-Specific Restricted Models for Versioning
This configuration is company-specific, meaning each company can maintain its own restriction rules. Only one record can be assigned per company, ensuring precise control. If a user attempts to create multiple records for the same company, the system will display a warning message.
By adding models in the Restricted Model for Versioning list, administrators can prevent automatic document versioning on selected records such as journal entries, accounts, partners, or products. This allows businesses to exclude non-critical documents from version control, keeping versioning focused on essential files and reducing unnecessary file growth.
13.) Attachment Management with Automatic Version Tracking
The Attachments menu provides a centralized view of all files uploaded in the system, along with their version history. When users upload a file with the same name and extension, the system automatically creates a new version (v1.0, v2.0, v3.0, etc.) instead of overwriting the existing document. This ensures a complete and traceable document history. Each attachment record displays its linked model (such as invoices or products), version number, upload date, and related business document. This feature helps users easily identify the latest file, maintain audit-ready records, and ensure document accuracy across all departments.
Navigation : Settings → Technical → Document Versioning → Attachments
User Guide
