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Hello,

I’m building an app using Odoo Studio (Odoo Online version).

At a certain step in my process, I need to ask the client to send me some documents (e.g., invoice, ID, etc.).

I already created a binary field in my custom model to store the document, and I can manually upload it if the client sends it by email.

Now I would like to go further and:

Send the client an email with a link, so they can upload the document themselves into the record — without having a portal account or logging in.

Here are the constraints:

  • I’m using Odoo Online, so I don’t have access to backend code (Python or controllers).
  • I only use Odoo Studio, automated actions, and possibly the Website or Email Marketing modules if they can help.
  • My goal is to give the client access to a simple upload form (linked to their record) just by clicking a link.

Is this possible without custom code? Or do I need to move to Odoo.sh or On-Premise to build a custom controller for this?

Thank you in advance for any suggestions or workarounds.

Let me know if you want to add any specific details (e.g., what model you're working on, how the client is identified, etc.) before posting.

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