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ClientPlus
Automatically enrich third-party records with AI and trusted web sources, then validate every change before applying it. To create a third party, prospect, customer, or supplier record, you only need to enter the name and city. ClientPlus then fills in contact details, SIREN, SIRET, VAT number, and more.
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Diffusions – Document distribution sheets
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Enhanced Document Management
c5450d20180117144342
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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More info...
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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:
- deletion
- download in compressed file format (.zip)
- creating a compressed file
- sending an email with the selected files attached
Installation
- Download the archive file of module (.zip file) from web site DoliStore.com
- Unzip the folder in the root directory of your Dolibarr (/htdocs/)
- Module can then be enabled, set if necessary, and used.
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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 |
If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org