Odoo Document Module
Odoo helps you better manage documents in your business by allowing you to create, share and organize documents and automate your workflow
Manage documents from one screen
Working with Google Spreadsheets
Flexible document sharing
Manage all your company documents in one place
Document management
Document preview
View documents online without downloading them. Odoo handles most file formats such as PDF, images, and video.
Document links
Create documents as links, for example, a Google Docs file.
Online communication
Discussing documents, delegating tasks to colleagues, and tracking actions to be taken in the document.
Document holder and contact person
Odoo allows you to assign documents to users, customers, and suppliers.
Organization of document management
Document folders
Create structured sets of documents according to a hierarchy by defining a workspace with its own tag and action set.
PDF document splitting
Odoo allows you to split a PDF file with multiple pages into separate documents.
Working with batches of documents
Add tags, preview, or act on document sets simultaneously to work in groups.
Control access to documents
Odoo simply provides access, customizable per folder.
Simplify paperwork
Document tags
Structure your documents in a folder by setting multiple tags.
Tailored filtration
Define your own filters and save your new settings to make document searching faster.
Archiving documents
For more secure document management, archive documents before deleting them.
Collaboration
Sharing a documents folder
Odoo allows you to share folders with external users, allowing them to upload new documents.
Sharing documents
Take the opportunity to share individual documents or lists of documents with your customers or suppliers to make collaboration as easy as possible. Odoo allows you to set a time limit for sharing documents, limiting access time.
Email gateway
Odoo provides the possibility of attaching documents directly from an email message and defining rules to set tags and folders automatically.
Workflow organization
Creating tailored actions
Define automated actions for each folder, contact, or task, such as creating documents, processing invoices, signing, organizing files, etc.
Request for documents
Odoo provides the possibility to create "missing documents" and organize them as documents to remind people to upload these documents.
Lock and unlock function
Provides the ability to lock a file to alert other users that a particular document is being modified.
Document validation process
Odoo helps you automate document validation by setting up tags and actions.
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