Odoo / Apps / Finance / Documents

Effortless Document Management for Small Businesses with Odoo

 
Centralised Storage, Seamless Collaboration, Effortless Retrieval

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Struggling with document chaos? Odoo Documents, the all-in-one document management system, brings order to the madness. Centralise all your files, from contracts to invoices, in a secure, cloud-based location. Collaborate seamlessly with your team - share documents, edit in real-time, and ensure everyone's on the same page. Boost productivity with effortless retrieval using powerful search tools.

Go digital with Odoo Documents and experience a new era of document management efficiency.

  Why choose Odoo Documents ?


Automated document dispatch and digitalization for efficiency.

Seamless integration with Odoo’s 80+ apps for comprehensive management. 

AI-driven data extraction from PDFs and images for accuracy.

Secure file sharing with customizable access rights and expiration dates.

Online signing capabilities to eliminate printing and scanning.

Advanced organisational tools featuring hierarchical folders and tags.


Key Features

Streamline Your Document Management

Efficiently manage all your documents from a single platform and eliminate cumbersome manual processes.

Manage all files from a single online platform.

Handle emails, scans, and files directly within the platform.

Automatic dispatch and digitalization for document handling.

Online preview of various file formats.

Split multi-page PDFs into several documents in one click.

Enhance Collaboration and Security

Securely share and collaborate on documents, ensuring seamless communication and access for all users.

Secure file sharing with customisable access rights and expiration dates.

Assign documents to users, customers, or vendors.

Discuss documents and track activities with chat functionalities.

Share folders and documents with external users.

Email gateway for scanned files to appear automatically in your workspace.

Boost Efficiency with Automation

Streamline your workflow and save time by automating routine tasks with advanced document management processes.

AI-powered data extraction from PDFs and images.

Define automated actions per folder, contact, or task.

Set up personalised validation processes using tags and automated actions.

Interactive calculator to estimate time saved on document-related tasks.

Automate the creation of tasks, expenses, and vendor bills.

Advanced Features for Optimal Organization

Stay organised effortlessly with cutting-edge features designed to streamline document management and enhance user experience.

Categorise documents per workspace with tags for easy tracking.

Define and save custom filters for frequently used searches.

Lock/unlock files to manage document modifications.

Assign multiple tags to structure documents per folder.

Deleted documents are retained in the system's trash for 30 days and can be restored within that period.

You must be having all these questions in mind now , let's connect and talk about it ​

 

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