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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
Access invoices, quotes and customer folders from your everyday file explorer. DoliDisk brings Dolibarr into your daily workflow on Mac, Windows and Linux, while respecting each user’s permissions.
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Add attachments by drag and drop directly to native Dolibarr attachment controls, with eight configurable behaviors and no core modification.
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DoliDropFiles improves attachment uploads while preserving Dolibarr's native forms and processing. Files can be dropped into a dedicated area or directly onto the native + button, depending on the administrator's configuration.
Highlights
• Drag and drop at native attachment locations.
• Eight configurable methods.
• Optional combination with native manual file selection controls.
• Original Dolibarr behavior remains available.
• No custom upload endpoint, table, storage, telemetry or core modification.
• Permissions, CSRF token, entity, maximum size and accepted file types remain enforced by Dolibarr.
• French and English interfaces.
Methods
1. Always-visible Drop File area only.
2. Drop File area shown after clicking +.
3. Native + button used as the Drop Zone only.
4. Unchanged native behavior with automatic file picker.
5. Native manual method without automatic file picker.
6. Always-visible Drop File area plus native manual method.
7. Drop File area plus native manual method shown after clicking +.
8. Native + button as Drop Zone plus native manual form shown on click, without automatic file picker.
Compatibility
Dolibarr 17 to 24. Validated on Dolibarr 23.0.2 and 17.0.4. PHP 8.1 minimum.