What is Odoo Document Manager?
Odoo Document Manager is a comprehensive document management tool that is part of the Odoo Business Management System. This application allows companies to efficiently manage and organize all their documents, from invoices and contracts to emails and multimedia files.
Reinventing document management
Adopt a paperless approach with Odoo Document Manager
With Odoo Document Management you can easily share, send, categorise and archive scanned documents. You can also generate business documents such as supplier invoices, tasks and product sheets for manufacturing.
Streamline your workflow.
Take advantage of a fully integrated approval, control and validation process, with activities, chatter and action rules to make sure everything gets done by the right person at the right time.
Email portal.
With the e-mail portal, invoices are automatically created from a scanned document or directly from your supplier's e-mail.
Collaborate with your team and customers.
Assign documents to colleagues, customers or suppliers. Share files and public folders with your clients and allow them to import documents directly.
Integration with the Signature application
Don't waste time printing and scanning documents that someone has to sign. Instead, assign them to the right person, have them sign them electronically and send them directly.
Batch processing of documents.
Work in batches and request approvals, change folders, tag and assign multiple files at the same time instead of one by one.
Integration with Odoo applications.
The Documents application integrates with other Odoo applications. Keep track of versions of plans and worksheets with PLM, create your supplier invoices in one click with the help of our AI in Accounting or create tasks from specific documents.
Odoo Document Manager Features
Odoo Document Manager is a key tool to improve your company's efficiency and productivity. This functionality allows companies to efficiently manage and organize all documents and information related to their business activity.
Among the main functionalities of Odoo Document Manager are:
Centralized storage
With this tool, you'll be able to store all your documents in a single place, making it easier to access and manage them. Besides, the system has an unlimited storage capacity, so you won't have to worry about the available space.
Hierarchical organization with Odoo Document Manager
The Document Manager allows you to create a hierarchical structure for your documents, which means that you can classify them in folders and subfolders according to the corresponding subject or area. This will make it easier to search for and locate the necessary files at any time.
Version control
With this feature, you will have full control over the different versions of the same document. This way, you will be able to know what changes have been made in each version and revert to a previous one if necessary.
Restricted access
This document management software has advanced options to configure access permissions to different users or groups within the company. In this way, you can guarantee the confidentiality and security of certain sensitive documents or limit access to certain employees according to their roles within the organization.
Integration with other applications
A great advantage of the Document Manager is its integration with other Odoo system applicationssuch a CRM, Sales or Electronic Invoicing. This will allow a more efficient and agile management of documents related to these areas.
Digitization of documents with Odoo Document Manager
With this functionality, you will be able to digitalize your physical documents and store them in the Document Manager. This way, you will be able to have all the information in digital format and avoid loss or misplacement of important documents.
POS
Easily create and send invoices to Accounting from Point of Sale transactions.
Inventory
Synchronise each transaction with your inventories to keep their valuation up to date.
