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Document Management DMS

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Document Management DMS - Documents for Odoo Community

Hierarchical folders, file versioning, tags and folder-level access control - an Enterprise "Documents"-style DMS for Community

Organise every file your business produces into a clean, secure, versioned document repository inside Odoo - no external service required.

The problem & who it's for

Odoo's Documents app is part of Enterprise, so Community users scatter contracts, invoices and files across shared drives with no versioning and no access control. Document Management DMS brings a proper document management system to Odoo Community: hierarchical folders, file versioning with restore, tags and folder-level permissions - ideal for finance, HR, legal and operations teams that need their documents organised and secured inside Odoo.

Key features

Hierarchical folders

Build unlimited nested folder trees. Each folder shows its full path, depth, file count and recursive storage size including sub-folders - and moves are guarded so cycles are detected and blocked.

Full version history

Every time you upload a new version of a file, the previous content is archived with a version number, author and timestamp. Browse the history and restore any prior version in one click.

Tags & fast search

Categorised, colour-coded tags classify documents across folders. Filter and group the kanban browser by tag, folder, owner or file type to find anything instantly.

Granular access control

Folder-level read and write groups, an owner and a "shared with" list are enforced by record rules: users only ever see the folders and files they are permitted to, with optional inheritance from the parent folder.

Kanban file browser

A kanban card browser shows each file's type, size, tags and owner. Download, move between folders, or open the version history straight from the card.

Storage accounting

Per-folder direct and recursive size totals - in bytes and human-readable form - give you a clear picture of where storage is being used across the tree.

Link to any record

Attach a document to any record in your database via a generic reference, so files stay connected to the partner, order or project they belong to.

Quick-share & chatter

Share a folder with another user in one action, and keep a full activity log in the chatter. DMS Managers have full oversight of the repository.

How it works

  1. Create your folder tree and set read/write groups, an owner and inheritance per folder.
  2. Upload files into folders, tag them, and link them to other records if needed.
  3. Upload a new version whenever a file changes - the old one is archived automatically.
  4. Browse, filter and search the kanban by tag, folder, owner or type.
  5. Restore, move, download or share files in a click; record rules keep everyone in their lane.

Why this module

The Documents app is an Enterprise feature, and external DMS services mean another subscription and your files leaving Odoo. Document Management DMS keeps everything inside Odoo Community, backed by Odoo's native attachment storage, depending only on base and mail - folders, versioning and access control without an external service.

Screenshots

Document Management DMS — file kanban browser in Odoo

Kanban file browser with tags, version badges and owner avatars.

Document Management DMS — file form with version history in Odoo

File form: current version, tags and a full versioning trail in the chatter.

Document Management DMS — folder hierarchy in Odoo

Hierarchical folders with per-folder file counts and total size.

Document Management DMS — tag configuration in Odoo

Colour-coded tags grouped into categories for fast classification.

Technical

Update date: 2026-07-02