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Portal Document
Manage and access Odoo documents directly from the website portal with an easy-to-use interface. Users can sort and search documents by name or newest, apply date-based filters, and group documents by directory or creator. Quickly find the required document using the powerful search and filtering options. Portal users can also download documents directly from the website for convenient access anytime.
Features
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Features
Portal Document Access
Allow portal users to access and view available documents directly from the Odoo website portal without needing backend access.
Advanced Search & Sorting
Quickly find documents using the search bar and sort them by Name or Newest for faster document management.
Date-Based Document Filters
Filter documents by different time periods such as Today, This Week, Last Week, This Month, Last Month, This Quarter, This Year, and Last Year.
Document Grouping
Organize and manage portal documents by grouping them based on Directory or Created By, making documents easier to browse and locate.
Easy Document Download
Portal users can download required documents directly from the website portal, providing quick and convenient access to important files.
Screenshot
1.) Directory Visibility & Access Control :
Control document directory visibility and manage access by assigning specific users to the directory.
Visible Directory enabled or assigned users are only able see the documents of the directory in website and download them.
Navigation : Documents → Document Directory
2.) Easy Portal Document Access :
Give portal users direct access to their available documents from the My Account page. Users can easily view, search, and download their documents through a dedicated portal section.
3.) Advanced Document Search & Organization :
Easily manage shared documents using powerful sorting, filtering, grouping, and search options from the portal. Users can quickly find required files, view important document details, and download individual documents or all available documents as a ZIP file.
4.) Document Sorting by Name :
Easily organize portal documents alphabetically using the Name sorting option. This helps users quickly locate specific files in a structured document list, making document management faster and more convenient.
5.) Advanced Date-Based Document Filters :
Quickly filter portal documents by specific time periods such as Today, This Week, Last Week, This Month, Last Month, This Quarter, This Year, and Last Year. This makes it easier for users to find relevant documents based on their creation date.
6.) Group Documents by Directory :
Organize portal documents into clear groups based on their Directory, making related files easier to view and manage. This grouping option provides a structured overview of documents and helps users quickly locate files within their respective directories.
7.) Group Documents by Creator :
Organize portal documents based on the Created By user to quickly identify who created each file. This grouping option provides a clear and structured view of documents, making it easier to track and manage shared files.
8.) Quick Document Search :
Find specific portal documents instantly using the built-in search bar. Simply enter a keyword such as a document name, and the system displays matching files, making document discovery faster and more convenient.
9.) Advanced Document Search :
Quickly find required documents by entering keywords and selecting a search category such as All, Document Name, Directory, Created By, or Tag. Matching documents are displayed with details and can be downloaded individually or together as a ZIP file.
10.) Easy Document Download :
Portal users can download individual documents directly from the document list using the Download button. The Download All ZIP option also allows users to download all available documents together for convenient access.
User Guide
