Your document hub
One single paperless platform. With Odoo document management system, finding your documents is easier than ever before. Enjoy automatic dispatch, digitalization, and automated actions.
Request a file
Ask for a signature
Files sharing and public folders
Print, sign, scan
Make the most of your time. Don't waste time printing and scanning documents when you can just sign online.Safe and secure
Documents integrates seamlessly
with Odoo's 80+ apps.
Organization is the key
Everything is where you need it, instantly available. All documents are categorized per workspace. By assigning tags, you will never lose track of them again. It's time to clear your mind and your desktop.
The art of effective
Share files with expiration dates and communicate with colleagues, customers, and vendors all in one place so that you can access critical information at any time.
Share files and workspace
Use the interactive calculator below to estimate the number of manual document-related tasks you or your employees do each month.
How many documents (contracts/NDA's) are signed?
How many times people have to search for a document?
How many times people have to request a document?
How many bills are recorded?
How many people are hired?
How does this calculator work?
|Ask clients for contract information (address, names, …)||2 min|
|Draft contracts with client info based on templates||4 min|
|Send contracts to be signed by clients||2 min|
|Received signed contracts & print them||5 min|
|Find the CEO or a Manager to sign||5 min|
|CEO/Manager interruption||10 min|
|Scan signed contract by both parties||5 min|
|Send contract to both parties||1 min|
|Tot: 33 min|
|Send template to the Client & the Manager||1 min|
|The client enters their own data and signs||0 sec|
|Manager signs electronically in one click||1 min|
|Everyone gets a copy, document is indexed and stored||0 sec|
|Tot: 2 min|
|While recording a payment, the accountant is missing a receipt||30 sec|
|Send an email to ask for the receipt, set a todo for the follow-up||60 sec|
|2 weeks later, send a reminder to get the receipt||30 sec|
|Employee sends a photo of the receipt by email||60 sec|
|Once the bill is received, reopen accounting software to record the expense||120 sec|
|Store the receipt in DMS or print it||0 sec|
|Find the payment to reconcile it with the missing receipt||90 sec|
|Tot: 390 sec|
|Send a “missing document” request on Receipt 2018/0021||20 sec|
|Follow-ups are automated||0 sec|
|Employee uploads a photo of the bill||60 sec|
|Receipt is processed automatically (AI) and stored at the right place||0 sec|
|Accountant can validate and reconcile receipts in batches||20 sec|
|Tot: 100 sec|
|Interrupt your current task to get a logo you need
|Send an email to your designer||65 sec|
|Designer sends the logo to you||70 sec|
|1 day later: read the reply, download the logo, continue your task||60 sec|
|Tot: 225 sec|
|Locate the file in Odoo Documents||30 sec|
|Tot: 30 sec|
|Record 50 Bills Manually||37 min|
|Request verification/validation for 10 bills (scan, send by email, wait for a reply)||22 min|
|Store and index bills||3 min|
|Tot: 62 min|
|Scan 30 paper bills||2 min|
|Email gateway process 20 bills for you||0 sec|
|AI process all bills for you||0 sec|
|Validation of 50 bills that are pre-recorded||7 min|
|Request verification for 10 bills (in one click, with automated follow-ups)||3 min|
|Tot: 12 min|
|Ask the applicant for information (SSN, first day of work, etc.)||6 min|
|Prepare employment contract, save as PDF, send to the applicant||15 min|
|Receive signed version from the applicant, answer the email, print it||5 min|
|Go to the Manager's office, interrupt him (2x), request a signature||15 min|
|Record the contract.Scan document signed by both, send to applicant, upload in DMS||3 min|
|Send fully signed contract to the payroll company||1 min|
|First day: meeting to read company policies, print, scan signed docs||35 min|
|Tot: 78 min|
|Click "Send Offer" based on a template||20 sec|
|Applicant reviews, enters information and signs the offer||0 sec|
|Manager signs the document||45 sec|
|Click “Send company policies”||10 sec|
|Tot: 75 sec|
All the features
Split multi-pages PDFs into several documents in one click, and treat them separately. Super handy when you deal with batches of documents.
Artificial intelligence (AI Bill)
Capture data from PDFs or images to encode vendor bills automatically.
Send requests, follow-up missing documents and automate reminders.
Automate your work flow
Eliminate manual tasks with automated actions such as the creation of tasks, expenses and vendor bills.
Sign documents, or request signatures in just a few clicks.
Create it from the app or work with all the spreadsheets created in other applications.
Odoo made us more efficient by around 80% to 90% compared to before. Stress levels are also lower, and we have more time to think about other strategies and planning.
Co-founder of Forest BEverage Solutions
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