CiviCRM Documents extension
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README.md
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README.md

Document storage in CiviCRM

Functionality

  • Store documents on the contact cart
  • A document can be linked to more than one contact
  • Version management with a document
  • Custom search to find documents

Technical background

There is an entity CRM_Documents_Entity_Document which contains all the information for a document. E.g. the linked contact ID's. Every document contains one or more CRM_Documents_Entity_DocumentVersion for a version of the document. A Document version contains a link to the file which is a civicrm_entity_file item.

Hooks

See available hooks for the documentation of the hooks in this extension

Drupal modules

This extension includes two Drupal modules

  • views_civicrm_documents
  • webform_civicrm_documents

Roadmap

Next beta release

  • Search document by case type
  • Store the user context upon search (e.g. for going back on a edit form)
  • Removing document on a merge of duplicate contacts

Future (dreaming)

  • Add file type icons (such as pdf/doc etc...)
  • Add tagging to to a document
  • Search with tags
  • Add hooks for linking documents to custum entities (e.g. campaigns)
  • Add a connection with ownCloud for interacting with documents
  • Add functionality to work together on a document with the webODF functionality