1. Overview

Advanced Document Management (technical name: doligedenterprise) turns Dolibarr ERP & CRM into a full enterprise Electronic Document Management System (EDM/GED) comparable 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

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

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.