Moved to Gitlab

See https://lab.civicrm.org/extensions/documents

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