Automated Document Expiry Reminder via Email in Odoo (Enterprise: what to validate before go-live
Automated Document Expiry Reminder via Email in Odoo (Enterprise Edition) | Email Notifications for Expiring Documents in Odoo Enterprise
Odoo Document Expiry Notification System
Odoo Document Expiry Notification System (Enterprise Edition) | Smart Reminders: Automate Document Expiry Emails in Odoo Enterprise
This app enables users to conveniently set the start date and expiry date for each document while uploading or creating it within the Documents module in Odoo.
By capturing these key dates, the system can proactively manage document lifecycles, making it easier to track upcoming expirations and ensure timely actions.
Main Features
Document Date Management: Allows users to create, edit, or upload documents with a start date and end date within the Odoo Enterprise Documents module.
Automatic Synchronization with Attachments: The system automatically synchronizes the document start and end dates with the related attachment.
Configurable Expiry Setup: Enables configuration of expiry settings using a document model based attachment expiry setup.
Manual Date Entry Required: Users must manually set both the start date and end date when creating, editing, or uploading a document. The system does not automatically assign these dates.
UI Note for Odoo v18.0: In Odoo version 18.0, the side panel in the Documents module has been removed. Users can add or modify start and end dates directly from the list view, and view them in the kanban view.
Additional Resources
https://probuseappdemo.com/probuse_apps/document_attachment_expiry_reminder_ent/197
Conclusion
Automated Document Expiry Reminder via Email in Odoo (Enterprise is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.
Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.
Before go-live, test Automated Document Expiry Reminder via Email in Odoo (Enterprise with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Automated Document Expiry Reminder via Email in Odoo (Enterprise is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Get in Touch Today
WhatsApp: +91 960 111 9434 | +91 787 454 3092
Email: contact@probuse.com
Need implementation or customization help? Contact us.
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