Automatically classify files within a .zip file to the corresponding DMS directory(s).
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Upload a .zip file and automatically sort its contents into the right DMS folders using configurable templates. You can preview which files will go where before creating them.
This module adds an automatic filing assistant to the Documents (DMS) app. A manager first creates Classification Templates, found under the DMS configuration menu, where they define a name, a file-name pattern and a folder pattern. The file-name pattern decides which files inside the zip are picked up, and the folder pattern decides which DMS directory they are sent to.
Any DMS user can then open the Auto Classification menu, choose a template and upload a .zip file. Only zip files are accepted; anything else is refused. Pressing Analyze reads the zip, keeps the files whose names match the template pattern, and shows them in a Details list with the target directory, any existing file with the same name, and a status of To classify or Classified. Users can adjust the directory before continuing.
Pressing Classify creates the missing documents in the chosen DMS directories and opens the resulting file list. Files that already exist in the directory, or that have no matching directory, are skipped.
Templates are company-aware: a multi-company rule limits each template to the current companies, and the template list is restricted to DMS managers.
Depends on
Required by other modules
Menus it adds
Models and fields (3)
- wizard.dms.classification · new modelstate, data_file (File), company_id (Company), detail_ids (Details), template_id (Template), data_filename
- dms.classification.template · new modelname, sequence, company_id (Company), filename_pattern, directory_pattern
- wizard.dms.classification.detail · new modelstate, file_id (File), data_file (File content), file_name (File name), full_path (Full path), parent_id (Parent), directory_id (Directory)
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 3 confirmed, 6 with no information of 9 versions.
Sources · Odoo 15.0
Confirmed on 2026-11-03 in branch 15.0 of OCA/dms.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0- Go to Documents / Configuration / Classification Templates and create a new template.
- You can set patterns (regex expressions) for filenames and directories.
Example of filename pattern to use only .txt files: .txt\$ Directory pattern example 1: Documents Directory pattern example 1: Documents / Data
If the pattern doesn't contain path separators (/), the file name will be search across all the subdirectories.
Usage
Source · Odoo 18.0- Go to Documents / Auto Classification and select a template and a .zip file.
- Press the Analyze button
- As many lines will be set as the number of files contained in the .zip file and apply the filename pattern.
- The full path to the file will be displayed in each detail line.
- Press the Classify button
- The files (dms.file) will be created in the corresponding directories.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.