Odoo Help


How can my Customer upload his documents?

venugopal voraganti
on 8/29/15, 10:50 AM 1,751 views

Hi all. I want to know how can I give access to a customer to upload his documents. Later on, it has to allow me to download the documents. Any idea on this?


Emipro Technologies Pvt. Ltd.

--Emipro Technologies Pvt. Ltd.--
| 6 7 8
Rajkot, India
--Emipro Technologies Pvt. Ltd.--

Being an emerging leader in IT market since 2011, Emipro Technologies Pvt. Ltd. has been providing a wide range of business solutions in Odoo & Magento. We are pleased to have a large pool of contented customers with our meticulous work in the domain of ERP & e-Commerce. A ray of relief & satisfaction to  our customers heart by our successful deployment in their organization, purely represents our success in Odoo platform. Hence, we take pride for being an Odoo partner with a vision of expanding our strategic alliances with our customers to offer them high value-added, trustworthy & cost effective solutions.


Since establishment, our business has span across 11 countries of the world. Our customers are companies of all sizes ranging from start-ups to large enterprises, who realize that they need a professional business solutions to generate revenue streams, establish proper communication channels or streamline business operations. Standing with strong determination of customer satisfaction, observing each minute detail of their business processes, providing proper guidance and moving forth to develop product accordingly adds our value and reliability among our customers. 


We are blessed with efficient, passionate & eclectic young developers who have come across almost all kinds of business profiles, working with full dedication, applying creativity & new features in existing modules and completing customer's projects successfully on predefined target. Our in-depth knowledge while giving business solutions in Odoo allows us to offer following services to our customers :


  • Consulting
  • Installation, Configuration & Customization
  • Training & Support
  • Maintenance
  • Upgradation
  • Documentation
  • Crafting community modules
  • Drafting videos on demand
  • Smart Apps development

We will be :) to welcome you @ www.emiprotechnologies.com to solve any kind of your business needs around Odoo. However we are just an inch away from you by email info@emiprotechnologies.com or a tweet to @EmiproTech

Emipro Technologies Pvt. Ltd.
On 8/31/15, 1:18 AM


1. Give portal access to your customer so they can login into their system.

2. I guess you want to allow them to upload direct documents instead of uploading a document via interface Sales, Invoice, Project, Task etc. If not like that then copy the menu Settings >> Technical >> Database Structure >> Attachments under Messaging menu. So your portal customers can able see that menu. Please define proper data access rules and access rights so customer can't see your inhouse documents.

3. Here in this menu your customers can upload their documents and later you can able to download them.

4. However your customers can already able to upload their documents via Sales, Invoice, Project, Tasks & Issues screen. At any screen there will be area called "Attachments". From there your customer can upload their documents related to particular record. Later, you can see and download those documents from Settings >> Technical >> Database Structure >> Attachments menu. (For this, you have to install Document module )

Let me know still you are confused.

You can direct ask any Odoo related problem via a tweet. Tweet us to @EmiproTech 

hey thanks Emipro for your reply. I will try and let you know.

venugopal voraganti
on 8/31/15, 8:17 AM

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Asked: 8/29/15, 10:50 AM
Seen: 1751 times
Last updated: 8/31/15, 1:19 AM