DoliGED Advanced Document Management - Dolibarr

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1. Overview Advanced Document Management (technical name: doligedenterprise) turns Dolibarr ERP & CRM into a full enterprise Electronic Document Management System (EDM/GED) compara ble to Alfresco, OpenKM, Nuxeo, M-Files, SharePoint, LogicalDOC and OpenText, while remaining 100% integrated with Dolibarr. It reuses and enriches the native file-upload interfaces of every Dolibarr module without breaking them, and manages the complete document lifecycle: capture, classification, indexing/OCR, metadata, versioning, workflow, validation, electronic signature, instant search, retention & archiving, secure sharing, full traceability, decision reporting and a complete REST API. It is built to the official Dolibarr development standards: DolibarrModules descriptor, CommonObject business objects, hooks, triggers, fine-grained permissions, REST API, official language system, multi-company support, and security best practices (CSRF, XSS, SQL-injection protection, auditing). 2. Objectives · Manage all documents of the company from a single, unified EDM. · Centralize every file in one document repository. · Organize documents into folders and unlimited sub-folders. · Automatically index documents and extract text (OCR). · Guarantee complete traceability of every action. · Manage versions, validations and documentary workflows. · Manage electronic signatures. · Provide instant full-text search. · Apply retention and archiving policies. · Ensure documentary security. 3. Modern Dashboard A brand-new dashboard inspired by SharePoint, Alfresco and Microsoft 365 — not the classic Dolibarr layout. Colour charter: dark blue, light blue, white, very light grey, green, orange for alerts and red for expirations. It offers modern widgets, interactive cards, animated charts, light and dark mode, fullscreen and a responsive layout. Key Performance Indicators (20+): · Total documents, created today, created this month. · Validated, pending, rejected, archived and deleted (trash) documents. · Number of versions and total storage size. · Expired documents and documents expiring soon. · Signed documents, shared documents, active users. · Downloads, uploads and average validation time. Charts & analytics: · Document evolution over 12 months (animated bars). · Documents by category, by user, by module and by type. · Storage usage, monthly and daily activity, archived and expired documents, documentary heatmap. · Workflow kanban across the six documentary stages. 4. Native Dolibarr Integration The module enriches every native file-upload interface of Dolibarr through a hook on the formfile widget. Documents remain visible in the native interfaces while gaining the advanced EDM features. The following modules automatically benefit from the EDM: · Third parties, Contacts, Products, Services, Suppliers. · Quotes, Orders, Invoices, Payments. · Stocks, Warehouses, Shipments, Receptions. · Contracts, Interventions, Projects, Agenda, Bank, Accounting. · HR, Leave requests, Expense reports, Manufacturing, TakePOS. · Members, Donations, Multi-company and every compatible external module. 5. Document Management & Library Feature Description Folders & sub-folders Unlimited folder tree with per-folder document counts. Move / Copy / Rename Full folder and document organization. Archiving & Trash Soft-delete recycle bin with restore, plus archiving. Restore / Duplicate Recover deleted documents; duplicate existing ones. Favorites Mark documents as favorites for quick access. Recent & Popular Quick views of recent and most-downloaded documents. 6. Advanced Upload A professional upload experience: · Drag & drop, multi-upload and batch upload. · Progress bar and automatic resume. · Compression, duplicate detection and antivirus interface. · Preview and automatic conversion. Supported file types: PDF, DOCX, XLSX, PPTX, ODT, ODS, images, audio, video, ZIP, XML, JSON, CSV, DWG, DXF, PSD, AI, SVG and every format allowed by Dolibarr. 7. OCR & Indexing · Automatic and manual OCR (Tesseract / cloud OCR interface). · Full-text search inside document content. · Metadata extraction and automatic indexation. 8. Metadata Standard metadata fields: author, department, project, client, supplier, contract, date, category, tags, reference, type and confidentiality. Custom, user-defined metadata fields are also supported (text, number, date and list types). 9. Version Control · Complete version history. · Version comparison and restoration. · Major and minor versions. · Change log per version. 10. Documentary Workflow A graphical workflow engine with a visual Workflow Designer covering the six stages: Draft, Review, Validation, Signature, Publication and Archive. Workflows can be standard, sequential or parallel. 11. Validation · Simple validation and multi-validator validation. · Sequential and parallel validation. · Rejection and correction requests. · Decision tracking and average validation time. 12. Electronic Signature · Graphic and digital signature. · Timestamp and certificate. · QR code for verification. · Signer identity and IP logging. 13. Advanced Search · Full-text and OCR search. · Multi-criteria and boolean search. · Search by tags, author, date, client and project. 14. Fine-Grained Permissions Extremely fine permissions on documents: · View, Download, Edit, Move, Archive, Delete, Validate, Sign, Share. Permissions can be granted by user, group, role, department and company through the native Dolibarr permission management. 15. Retention & Archiving · Automatic and manual archiving. · Legal hold (retention). · Automatic deletion and expiry alerts. · Daily scheduled job (cron) applying retention policies. 16. Document Sharing · Internal and external sharing. · Secure links with expiry. · Password protection and download limits. 17. Notifications · Dolibarr notifications and emails. · Alerts, reminders and workflow notifications. 18. Reporting & Exports Decision reports: created, validated, archived and expired documents; active users; documentary activity; history; statistics; audit; performance; storage; OCR; downloads and uploads. Exports to CSV, JSON and XML (and print), with PDF/Excel/Word-ready output. 19. REST API Endpoint Function GET /documents List documents (with sqlfilters). GET /documents/{id} Retrieve one document. GET /search Full-text search. POST /documents Create / register a document. PUT /documents/{id} Update a document. DELETE /documents/{id} Delete a document. GET /documents/{id}/versions Version history. POST /documents/{id}/validate Request validation. POST /documents/{id}/archive Archive a document. POST /documents/{id}/share Create a secure share link. 20. Settings Full configuration: storage, OCR, security, antivirus, signature, workflow, archiving, notifications, API and indexation. Two dedicated buttons are provided: Create demonstration data and Remove demonstration data (the latter removes only the demo data, identified by an import key). 21. Demonstration Data On first activation the module can generate a rich, FK-coherent demonstration dataset: several hundred documents, categories, folders, tags, workflows, validations, versions, signatures, shares, retention policies, a complete audit history, fictitious users, native projects and companies, and documents linked to Dolibarr modules — so dashboards, KPIs, charts and reports are immediately meaningful. 22. Internationalization Fully translated into French, English, Spanish, Italian and German using the official Dolibarr language system (398 keys per language). 23. Security · CSRF protection (tokens on every sensitive action). · XSS protection (escaped output). · SQL-injection protection (parameterized, escaped queries). · Complete logging and audit trail. · Encryption option for sensitive information. · Advanced permission management and multi-company isolation. 24. Technical Quality · Official Dolibarr development standards and modern object-oriented architecture. · Documented, maintainable PHP code with copyright headers. · Use of official hooks, triggers and APIs. · Compatibility with the latest stable Dolibarr versions (16+). · Optimized performance (pagination, lazy loading, indexed queries). · Responsive interface for desktop, tablet and smartphone. 25. Copyright Editor: DoliResources — Copyright © 2026 DoliResources — https://www.doliresources.com. All source files, PHP headers, administration pages and documentation credit DoliResources as the official editor. License: GNU GPL v3 or later. Show more