Key Features of Odoo Documents

Document Storage and Organization:

• Store all business documents in a centralized, cloud-based repository.
• Organize files into folders and subfolders for easy access.
• Use tags and filters to quickly locate specific documents.

Drag-and-Drop Upload:

• Upload files easily by dragging and dropping them into the system.
• Import documents directly from your computer or email.
• Automatically categorize files based on predefined rules.

Document Sharing:

• Share documents with team members or external stakeholders.
• Set access permissions to control who can view, edit, or download files.
• Generate secure, shareable links for external users.

Collaboration Tools:

• Add comments and notes to documents for better collaboration.
• Track document versions and maintain a history of changes.
• Assign documents to specific users or teams for review or approval.

Workflow Automation:

• Automate document-related workflows, such as approvals or reviews.
• Set up triggers and actions to streamline repetitive tasks.
• Link documents to other Odoo modules for seamless integration.

Integration with Other Modules:

• Attach documents to records in CRM, Sales, Projects, Accounting, and more.
• Automatically store invoices, purchase orders, and other files generated by Odoo.
• Link documents to tasks, projects, or customer records for better organization.

Optical Character Recognition (OCR):

• Use OCR technology to extract data from scanned documents, such as invoices or receipts.
• Automate data entry by converting scanned files into editable text.
• Save time and reduce errors in document processing.

Access Control and Security:

• Define user roles and permissions to ensure document security.
• Restrict access to sensitive files based on user roles or groups.
• Maintain an audit trail of document activity for compliance purposes.

E-Signature Integration:

• Request and collect electronic signatures directly within the module.
• Track the status of signed documents in real time.
• Ensure legal compliance with secure and verifiable e-signatures.

Mobile Access:

• Access and manage documents on the go using Odoo's mobile app.
• Upload, share, and review files from a smartphone or tablet.
• Stay connected to your document workflows anytime, anywhere.

Reporting and Analytics:

• Generate reports on document usage, approvals, and workflows.
• Track the status of pending reviews or approvals.
• Use insights to optimize document management processes.

Advantages of Odoo Documents

 

• Centralized Management: Keeps all business documents in one secure location.
• Improved Collaboration: Enhances teamwork with sharing and commenting features.
• Time-Saving: Automates workflows and reduces manual document handling.
• Cost-Effective: Eliminates the need for third-party document management tools.
• Integrated: Works seamlessly with other Odoo modules for a unified experience.
  
  

Who Is It For?

 

• Small and Medium Businesses (SMBs): Ideal for organizing and managing business documents efficiently.
• Large Enterprises: Useful for handling large volumes of documents across departments.
• Service Providers: Perfect for managing contracts, invoices, and client files.
• Project-Based Teams: Great for linking documents to specific tasks or projects.