Smart Document Management with Numbering, Tagging & Access Control for Odoo. Organize, tag, and auto-number every document across your Odoo environment with centralized directory management, intelligent tagging, role-based access control, and duplicate prevention.
Organized Documents: Tags & Auto Numbering transforms Odoo into a structured document management system. Create model-linked directories with automatic numbering sequences, apply dual-layer tagging, enforce role-based access, and share documents via email — all without leaving Odoo.
Separate management of Directory Tags (folder categories like "Invoices," "Contracts," "HR") and Document Tags (file labels like "Vendor," "Approved," "Draft") for multi-dimensional organization.
Why it matters: Dual-layer tagging lets teams filter and locate documents from two angles — eliminating the single-folder limitation that causes filing confusion.
Create directories linked directly to Odoo models (CRM, Sales, Purchase, Invoicing, Calendar, Contacts) with customizable access permissions and automatic numbering sequences.
Why it matters: Model-linked directories ensure every document is contextually associated with the right business process.
Each directory generates sequential, auto-incremented document numbers following your defined naming conventions and prefix patterns.
Why it matters: Consistent numbering eliminates manual reference tracking, prevents duplicates, and creates an audit-ready document trail.
Filter and organize directories by Year, Quarter, Month, Week, or Day based on creation date for improved navigation and period-based retrieval.
Why it matters: Financial teams closing monthly books or auditors reviewing quarterly records can instantly access the exact time window they need.
The system automatically blocks duplicate directories for the same Odoo model, maintaining data consistency and preventing fragmentation.
Why it matters: Duplicate directories cause confusion, split search results, and create version control nightmares. Automated prevention keeps your system clean.
Send document attachments directly via email with auto-populated subject lines and recipients — all from within the document management interface.
Why it matters: Sharing documents without downloading, switching apps, and re-uploading saves minutes per transaction.
Assign Document Manager or Document Officer roles with granular permissions controlling who can create, edit, view, or delete documents and directories.
Why it matters: Sensitive contracts, HR records, and financial documents require restricted access without IT intervention for every permission change.
Choose your Odoo version and explore interactive documentation
Install, configure, and organize — your document management system is ready in minutes.
Purchase and download from the Odoo App Store. Install via Apps menu. The module automatically configures dependencies including CRM, Purchase, Sales, Calendar, Contacts, Discuss, and Invoicing.
Navigate to Document Management configuration. Create Directory Tags (folder categories like "Finance," "HR," "Legal") and Document Tags (file labels like "Approved," "Pending," "Confidential").
Create directories linked to your active Odoo models. Define numbering sequences and prefixes. Assign users as Document Managers or Document Officers based on responsibilities.
Upload documents into structured directories, apply tags for multi-dimensional filtering, use time-based grouping for navigation, and share via built-in email functionality.
Get Organized Documents: Tags & Auto Numbering for just $99.56 — a single investment that delivers permanent document management capabilities across your entire Odoo environment.
