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A true Swiss-army knife for customizing your documents (the light version only supports orders, invoices, and proposals). The module’s administration panel lets you manage your own branding as well as a wide range of configuration options.
Finanzsituation zentralisiert pro Kunde das genehmigte Kreditlimit und den tatsächlichen Außenstand. Die Liste markiert Überschreitungen (visuelle Warnung), erlaubt die Aktualisierung von Kreditlimiten inline oder als Massenaktion, bietet Suche und Seitennummerierung und wendet eine konfigurierbare Toleranz an (bis 10 % des Limits, gedeckelt).
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Extends the functionality of Ecm module. As Ecm, permits upload of the manual documents, but all documents can be classified in category and associated with tags. Every automatic document is stored in the database and properly classified. It includes a search engine, which allows filters on the database of documents, and the possibility of massive operations on groups of documents
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Enhanced Document Management |
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Author: O.P.G. |
Module version: 2.9.3 |
Functionality
The "Enhanced Documents Management" module extends the functionality of the standard "Documents" module.
As in the standard module, this module allows the upload of manual documents, but, in addition, these documents, like any other document that is automatically generated by Dolibarr, can be classified into categories and associated with one or more tags.
Each automatic document (orders, invoices, ...) is also, at the time of its creation, stored in the database and appropriately classified.
A powerful search engine allows a complete series of query and search functions on the document database.
Finally, the following massive operations are present on the selected documents:
Installation
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Demo On line demo |
User documentation
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Through the API it is possible to share documents with external platforms |