Upload customer documents directly from Contacts, track expiry dates with automated email reminders, and monitor compliance through real-time status dashboards — all inside your existing Odoo environment. No custom development. No third-party integrations.
Customer Document Management is a free Odoo module that lets you upload, organize, and track customer-related documents directly from the Contacts form. It replaces scattered spreadsheets, shared folders, and manual expiry tracking with a centralized document lifecycle system built into Odoo — complete with automated email alerts, status dashboards, digital signatures, and cloud link support.
Attach documents to any customer or vendor contact record directly from the Contacts form. Each upload supports expiry dates, categories, tags, and optional digital signatures.
Why it matters: documents live where they belong — on the customer record — eliminating the need for external file storage or cross-referencing.
Every uploaded document can carry an expiry date. The system automatically tracks each document's lifecycle and assigns real-time status indicators: Expired, Expiring Soon, Valid, or Not Expired.
Why it matters: teams can instantly see which documents require action without opening individual records or checking spreadsheets.
The module sends automated email reminders at three stages: a configurable number of days before expiry, on the expiry date itself, and after the document has expired.
Why it matters: critical documents like contracts, licenses, and certifications never expire unnoticed — the system does the tracking for you.
Administrators can globally configure how many days before and after expiry notifications are sent, set a specific time of day for delivery, and assign multiple email recipients.
Why it matters: notification behavior adapts to your organization's workflow rather than forcing a one-size-fits-all approach.
A visual dashboard displays total documents broken down by expired, not expired, and expiring within 7 days. Clickable segments let you drill into specific document sets.
Why it matters: compliance officers and managers get an at-a-glance view of the entire document portfolio without running reports.
Documents can be assigned categories (e.g., Contract, License, Certificate) and tags for granular classification. The centralized document list supports filtering by both.
Why it matters: finding specific documents across hundreds of customer records takes seconds, not minutes.
Documents can include digital signatures directly within Odoo, adding a layer of authenticity and approval tracking.
Why it matters: signature workflows stay inside the same system where documents are stored — no external e-signature tools needed for basic approvals.
Instead of uploading a file, users can attach a URL from Google Drive, Dropbox, or OneDrive. The link is stored on the contact record alongside uploaded documents.
Why it matters: teams that already use cloud storage can integrate those documents into Odoo without duplicating files.
Supports PDF, PNG, DOC, DOCX, and Excel file formats for direct upload.
Why it matters: all common business document types are covered, from contracts and invoices to images of identification documents.
A dedicated list view displays all documents across all contacts with status indicators, enabling quick filtering by category, tag, or status — plus export functionality for audit and reporting.
Why it matters: compliance audits and document reviews can be completed from a single view without navigating individual customer records.
Choose your Odoo version and explore interactive documentation
No development environment. No custom code. No consultant required for standard setup.
Search for zehntech_customer_document_management in your Odoo Apps menu and click Install. Compatible with Odoo 16, 17, 18, and 19 on both Community and Enterprise editions. Requires the Contacts and Discuss modules.
Navigate to the module's configuration panel. Set the global notification timing — define how many days before expiry, on expiry day, and days after expiry reminders should be sent. Specify the notification time and assign email recipients.
Open any contact record and navigate to the document section. Upload files (PDF, PNG, DOC, DOCX, Excel) or add cloud URLs. Assign expiry dates, categories, tags, and optional digital signatures to each document.
Access the expiry status dashboard to view your document portfolio at a glance — total, expired, not expired, and expiring soon. Use the centralized document list for detailed filtering, searching, and exporting.
One-Time Purchase. No Subscription. No Recurring Fees.
Your team already runs on Odoo — Customer Document Management adds the document lifecycle layer that native Odoo doesn't provide. In under 10 minutes, every customer document is tracked, every expiry is monitored, and every alert is automated — all from the contact record you already use daily.
