Odoo Document Management

With the support of the Odoo document management module, you can efficiently generate new documents, keep important files and current files, save recorded files, extract data, ensure their security, and handle a number of other operations.

Documents

Documents

Preview: Online preview is available for the majority of file types, including PDFs, images, and movies.

Chat: Discuss papers, ping people, or set up follow-up tasks to keep track of what has to be done with a document.

Links: Upload regular files or create documents as links (e.g. Google Doc files)

Owners & Contacts: Assign users, clients / vendors, or documents to papers (invoices, tasks, products ...)

Organize

Folders: Using hierarchical folders, it is possible to create workspaces with unique tags and activities.

Easy filters: Make your own filters, save the ones you use the most, and let others know which ones you like.

Split PDFs: Multi-page PDFs can be easily divided into multiple documents for bulk scanning.

Archive: A document must be archived as protection before being deleted.

Organize
Share Folders

Share Folders

Collaboration: Share folders with other users so they can edit existing documents and view them (with or without logging in).

Share Documents: Share a list of papers with customers or suppliers to help collaboration. The date on shared documents should be precise.

Gateway for Email: Enable email-based document creation. Create rules to set tags and folders automatically based on emails.

Workflows

Customized Methods: Define automatic activities, such as document production, bill processing, document signing, file categorization, etc., for each folder, contact, and/or job.

Lock/Unlock: Ability to lock a file and unlock it to let other users know that a specific document is being customized

Information Request: It is possible to generate "missing documents" and arrange them similarly to other documents in order to remind users to upload these files.

Validation Processes: With tags and automatic actions, it is simple to design customized validation processes.

Workflows
Integrations

Integrations

Project Management: Tasks from documents can be created with just a few clicks. (For example, the conversion specification for a task.)

Electronic Signature: Simply connect Documents with Sign to gather signatures or electronically sign documents.

Vendor invoices: Generate vendor invoices from PDF or image documents with only one click. The bills will be taken care of automatically by the artificial intelligence engine.

PLM: Track changes to blueprints, spreadsheets, or engineering change orders on the product form by integrating documents with the PLM.

Odoo Document Management System

Odoo Document Management Module

For every organization, managing all the paperwork effectively is the most difficult duty. Any business or individual must have a top-notch, effective online solution to keep their data. You can effectively produce new documents, maintain important files and current files, save recorded files, retrieve documents, guarantee their security, and handle a variety of other tasks with the help of the Odoo document management module.

What is Odoo Document Management System?

Going paperless is best since it would be better for the environment and save a business money on stationery. This platform has designated a distinct document module that will aid users in managing and exchanging papers with coworkers, users, customers, and suppliers in a variety of ways. The Odoo document management module enables users to save movies, URLs, pictures, and documents in a centralized database. So they can access them whenever they need to, even from a distance. The reduction of information loss and misplacement is another benefit of having papers saved in centralized systems. You can arrange all of your company's documents and files in one location with the Odoo document management system.

O2b Technologies has introduced the best Odoo document management system. It facilitates an automatic online document generation process. That will help you to produce/generate single as well as multiple documents at a time as per the set of rules. The Odoo document management module enables companies to reduce risks and maximize productivity. Furthermore, as I was mentioning a set of rules, it means the Odoo document management software allows you to create the "rules" that can be used to generate a document. You can create documents, such as reports, proposals, letters, contracts, statements, quotes, orders, or invoices.

You can develop a paperless, totally digital Odoo Document Management System[1] in your business by adopting the Odoo document management module. With the help of this Odoo document management module, you can quickly email, share, categorize, and archive scanned documents. Business forms like task lists, task sheets, and product sheets for manufacturing are simple to create.

Odoo Document Management System

Features of Odoo Document Management System

Documents

  • Preview Most file formats, including PDFs, pictures, and movies, can be viewed online
  • Chat Talk about papers, ping individuals, or create next tasks to monitor things to accomplish with a document.
  • Links Create documents as links or upload ordinary files (e.g. Google Doc files)
  • Owners & Contacts Assign documents to users, clients/vendors, or documents (invoices, tasks, products ...)
Documents

Organize

  • Folders Hierarchical folders allow for the development of workspaces with custom tags and actions.
  • Simple Filters Create your own filters, store the ones you use the most, and share your favorites with other people.
  • Split PDFs When bulk scanning documents, splitting multi-page PDFs into several documents is quite helpful.
  • Archive You must first archive a document as protection before removing it.
Organize

Collaborate

  • Share Folders Share folders so that outside users can view them (with or without logins) and add new documents.
  • Share Documents To facilitate collaboration, share a list of documents with clients or suppliers. Shared papers should have a correct date set.
  • Email Gateway Enable the creation of documents via email. Create rules to automatically set tags and folders based on emails.
Collaborate

Workflows

  • Customized Actions Define automated actions for each folder, contact, and/or job, such as document creation, bill processing, document signing, file organization, etc.
  • Lock / Unlock Ability to lock a file to notify other users that a certain document is being edited
  • Document Request In order to remind users to upload these papers, it is possible to create "missing documents" and organize them similarly to other documents.
  • Validation Process Custom validation processes are simple to design with tags and automated actions.
Workflows

Integrations

  • Project Management In only a few clicks, create tasks from documents. (For instance, a task's conversion specification).
  • Electronic Signature To electronically sign papers or to obtain signatures, just integrate Documents with Sign.
  • Vendor Bills With only one click, create vendor bills from PDF or picture documents. The engine for artificial intelligence will automatically handle the bills.
  • PLM Integrate documents with the PLM to track revisions of plans, spreadsheets, or engineering change orders on the product form.
Integrations
Meet the Experts

Advantages of OdooDocument Management System

Documents Management

For every organization, managing all the documents effectively is the most difficult task. Any business or individual must have a top-notch, effective digital management solution to keep their data. You can efficiently generate new documents, maintain important files and current files, save recorded files, extract data, ensure their safety, and handle a variety of other tasks with the help of the Odoo document management module. You can arrange all of your company's documents and files in one location with the Odoo document management system.

Documents Management
Request Access for Important Documents

Request Access for Important Documents

Documents in a business setting can be extremely sensitive, so having proper privacy and control over who can access your files is important. Not every file should be made for every member of a team or company. Some are created just for a certain user or group of employees so that they should only have access to them. You have the opportunity to manage requests for access to key documents with the Odoo document management system. With the Odoo documents management module, individuals who require access to the papers can receive authorization from the admin.

Minimizes Missing Documents

When team members can focus their whole attention on completing assigned tasks, productivity and efficiency of work are increased. An organized document access system can help you decrease the time it takes to manage misplaced or lost documents. Users can avoid data loss by storing their data in a centralized source.

Minimizes Missing Documents
Documents Security

Documents Security

Maintaining private data from unauthorized users is important for any business. Business secrets, product information, revenue plans, and business strategies should all be kept private from third parties. Securing documents is necessary because if any of these unauthorized persons gain access to crucial data, it will harm the organization. Data security and safety are ensured by this Odoo document management system by limiting unauthorized access to the files.

Integrate with additional Modules

Integration with other Odoo modules. To create new tasks from documents, you can integrate this module with project management. The electronic signature module will assist you in moving the process along so that you can sign documents. Similarly to these modules, integrating documents with vendor invoices and PLM is simple.

Integrate with additional Modules
Meet the Experts

FAQs

1Does your system allow us to integrate diagrams into existing documents?

Yes, you can integrate or add diagrams to the existing documents. Other than creating documents from scratch, you can also integrate the diagram into the documents that already exist. Our software's composing tools will allow you to do so.

2What will be the total cost of this software?

The total cost of software depends on your requirements.

3Can your document generation software work on all devices?

Yes, it can be accessible on mobile phones, tablets, and laptops.

4What is the time required for implementation?

The standard time is of a week excluding any specific requirements.