Odoo Documents

​The Odoo “Documents” module offers an efficient central repository and organization of all company documents. By structuring folders hierarchically and using tags, findability and access to required documents are significantly improved, saving employees time. In addition, the “Documents” module promotes collaboration within the company by enabling employees to comment on documents, provide feedback, and collaborate in real time. Linking documents to projects, customers, or vendors facilitates task- and project-related collaboration.​

Another advantage of the Odoo “Documents” module is its seamless integration with other Odoo modules such as CRM, project management, or sales. This enables direct access to relevant documents related to specific business processes and allows efficient and consistent data management. Furthermore, the Documents module offers enhanced security and access control. Administrators can define precise permissions to control access to certain documents or folders and ensure the confidentiality of sensitive company information.

Thanks to Odoo’s mobile apps for iOS and Android, users can access their documents from anywhere. This allows employees to access important documents and collaborate while on the go. Thanks to offline synchronization, users can also work with documents when no internet connection is available. As soon as a connection is established, changes are synchronized automatically.

These reasons make the Odoo “Documents” module a valuable addition for companies that want to improve their document management and make their teams’ collaboration more efficient.

Document upload and storage:

Users can upload different types of documents such as PDFs, text files, and images and securely store them in Odoo.​

Folder structure:

Documents can be organized into custom folders to enable a clear structure by projects, departments, or categories.​

Tags and keyword search:

Documents can be tagged to make them easier to identify and categorize. The powerful keyword search allows for fast and precise retrieval of relevant documents.​

Versioning and version control:

The module supports managing different versions of a document and restoring previous versions. This is especially useful for collaboration and change tracking.

Comments and collaboration:

Users can leave comments on specific documents to provide feedback, ask questions, or share information. This promotes collaboration and improves communication among team members.​

Integration with other modules:

The “Documents” module is seamlessly integrated with other Odoo modules such as CRM, Sales, and Project Management. This allows documents to be directly linked to customers, vendors, or projects.​

Access rights and permissions:

Administrators can define precise access rights for documents to ensure the confidentiality of sensitive information and restrict access to authorized users.​

Mobile access:

Users can access and edit their documents via Odoo’s mobile apps. This enables collaboration and access to important documents anytime and anywhere.​

Inventory :  

Through integration with the Inventory module, documents such as delivery slips, stock lists, or goods receipt confirmations can be efficiently managed and linked to the corresponding stock movements.

Project Timesheets: 

By integrating with the Project Timesheets module, users can directly link their timesheets with relevant project documents. This enables accurate tracking of working hours and simplifies invoicing for project-based services.

Helpdesk: 

Combining the “Documents” module with the Helpdesk module allows users to easily access documents such as manuals, support documentation, or FAQs. This enables support staff to quickly access relevant information and handle customer inquiries more efficiently.

Quality Management: 

Through integration with the Quality Management module, users can effectively manage documents such as inspection reports, audit reports, or quality guidelines and link them to the corresponding quality controls.

Kalender: 

The combination of the “Documents” module with the Calendar module allows documents to be linked with appointments, meetings, or events. This enables users to quickly find and access important documents related to specific events.

Website Builder: 

 By integrating with the Website Builder module, documents can be published directly on the company’s website and made accessible to customers or visitors. This simplifies the provision of information and resources to the public.