Third party documents Dolibarr

🌟 Third party documents Dolibarr

The “Third-Party Documents” module for Dolibarr centralizes, on a single screen, all files attached to a customer, supplier, or prospect. There is no need to navigate between commercial proposals, orders, invoices, projects, or interventions to find a plan, a signed quote, or an Excel sheet: everything is grouped by third party and organized by document type.

In the menu Third Parties > Third-Party Documents, you select the type of third party (customers, suppliers, prospects, etc.) and, if needed, a period or a year. On the left, a folder-like tree structure shows the different Dolibarr objects with the number of attached files:
Products and services, commercial proposals, contracts, customer orders, invoices, supplier orders, supplier invoices, projects, tasks, interventions, expense reports, leave, bank accounts, cheque deposit slips, applications, users, attachments, and more. By clicking a node (for example Supplier Orders > PO2102-0001), the module immediately displays all documents linked to that order for the selected third party.

On the right side of the screen you see the list of documents with title, date, and file icon. You can switch between a list view and a thumbnail view to quickly preview the content: PDFs, images (plans, diagrams), Excel files, office documents, videos, etc. A click on the icon opens or downloads the file, depending on your Dolibarr permissions.

In practice, this module provides:

• A 360° view of documents per third party (a complete customer or supplier file in one click).

• Automatic organization by document type (quotes, orders, invoices, projects, expense reports, interventions, etc.).

• Significant time savings for searching and viewing files without leaving the third-party record.

• Better document traceability for sales, purchasing, accounting, and project teams.

“Third-Party Documents” thus turns Dolibarr into a real electronic customer/supplier file, easy to use and fully integrated into the standard ERP workflow.

Installation

• Download the module archive (.zip) from DoliStore.com
• Go to "Home > Setup > Modules > Deploy an external module" and submit the zip
• The module or theme is then available and can be activated

Why choose our modules

• Compatible with recent Dolibarr versions
• Module languages:
• Free support and bug fixes included
• Free access to module updates for one year

Support & Assistance

If you encounter a problem, please provide the following information:

• Module and Dolibarr version
• Steps to reproduce the issue (screenshots or video if possible)