Categorized Document Sharing – Smart document sharing across modules

Description :

Categorized Document Sharing enhances Dolibarr ERP CRM with an advanced document management system based on configurable categories.

The module allows documents (ID, proof of address, income documents, etc.) to be categorized and automatically made accessible across multiple related modules such as third parties, projects, or commercial proposals.

It prevents file duplication and significantly improves document organization and accessibility across the entire ERP.

Main features :

• Creation of custom document categories
• Simple configuration interface
• Association of categories with different Dolibarr modules
• Automatic sharing of documents across linked modules
• Access to documents from the "Attachments" tab
• Centralization of client documents
• Reduction of duplicate files

Example of use :

A company manages client files requiring administrative documents :

• A category "IDENTITY DOCUMENTS" is defined
• It is linked to the Third Parties module and shared with commercial proposals
• An identity document is added to the third party record
• When creating a related commercial proposal, the document is automatically visible in the "Attachments" tab

Result: all important documents are accessible without duplication or manual search.

Keywords :
documents, sharing, categories, files, third parties, project, DMS, document management, dolibarr