Documents module (GED / ECM)

The HtkDoli Documents module allows you to consult and manage the files linked to your different entities (third parties, commercial proposals, orders, invoices, etc.) directly from the application.

Interface and Features

The module interface is designed to facilitate access to specific documents for each business object.

Consultation and Download

• Document List: Displays documents associated with a specific business object (for example, an invoice or order).
• Advanced Preview: The application uses the internal component `DocumentPreviewSheet` to provide fast and smooth preview of uploaded documents (PDF, images, etc.).

Technical Limitations and Navigation

It is important to note a particularity linked to the Dolibarr REST API:

• No global tree: Unlike the Dolibarr web interface (ECM), there is no global document tree that can be consulted via the API. You can only list documents directly linked to a specific business object (requiring identification of the module concerned, e.g. `invoice`, and the object identifier).
• Module matching: HtkDoli manages many types of business objects for document attachment. Here are the main matches supported:
  • `company` (Third Party)
  • `propale` (Commercial proposals)
  • `order` (Customer orders)
  • `invoice` (Customer invoices)
  • `project` (Projects)
  • `contract` (Contracts)
  • `invoice_supplier` (Supplier invoices)
  • `order_supplier` (Supplier orders)
  • `product` (Products)
  • `expensereport` (Expense reports)

Business Behavior and Dolibarr

The behavior of the Documents module depends on the configuration and permissions defined in your Dolibarr instance.

Rights and Permissions

• Reading and downloading: You must have reading rights on the parent business object (eg: the third party or the invoice) to be able to list and download its attached documents.
• Add / Delete: Adding new documents or deleting them requires specific modification rights on the parent object, as well as global rights on document management if configured in this way in Dolibarr.