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Step-by-step guide, written in French, to run a service company with Dolibarr™ 24: quotes and online signature, contracts, interventions, tickets, projects, time entry and time-based invoicing, WebPortal customer portal, resources, BookCal appointments, e-invoicing and accounting. Illustrated with screenshots, A4 PDF format.
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Extends the 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 (orders, ...) 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 |