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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
Prepare your Dolibarr data for the transition to the NAF 2025 classification, effective January 1, 2027. The NAF Code Transition module analyzes the NAF/APE codes for your French companies, automatically converts unique matches, and guides you through cases requiring a manual selection.
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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 |