Online preview of most file formats: PDF, images, videos.
Discuss documents, ping people, or create the following activities to track activities to do on a document.
Upload regular files, or create documents as links (e.g. Google Doc files)
Owners & Contacts
Assign documents or Odoo records such as invoices, tasks, etc. to users, customers, or vendors.
Create new spreadsheets or work on existing ones.
Hierarchical folders allow to define workspace with their own tags and actions.
Set multiple tags to structure documents per folder.
Documents linked to resources (invoices, tasks) are integrated in the document management system
Define your filters and save the most used ones into favorite filters you can share with other users.
Split multi-pages PDFs into several documents; very useful when you scan documents in batches.
Work in Batch
Tag, preview, or launch actions on a set of documents simultaneously to work in batches.
Deleted documents remain in the system's trash for 30 days and can be restored before permanent deletion.
Access rights are easily customizable per folder.
To grant access to external users and allow them to preview, download, and upload new documents from the shared workspace portal.
Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.
Configure your scanner to send PDFs to a specific email address. Scanned files appear automatically in your workspace. Define rules to set tags and folders automatically according to the email.
Define automated actions per folders, contacts, and/or tasks: create documents, process bills, sign, organize files, etc.
Lock / Unlock
Ability to lock a file to warn other users that a specific document is being modified.
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Easily implement custom validation processes with tags and automated actions.
Project management - Create tasks from documents. (e.g. specification of a task to be converted).
Electronic Signature - Integrate Odoo Documents with Odoo Sign to sign documents or request signatures.
Create vendor bills from PDF or Images documents. The Artificial Intelligence engine will process bills automatically.
Integrate documents with the PLM to track versions of plans or worksheet on the product form, or engineering change orders.