Documents
Document management with Odoo
Bring your company's files together in an organized space. Find the documents you need and define who can view or edit them.
Book a sales consultationFiles organized for everyday work
Folders by process
Group invoices, contracts and supporting documents into folders that match the way your company works.
Tags that help you find files
Organize files with tags and view their information without relying on the file name.
Access permissions
Set view or edit permissions for the folders and files you share.
From receiving a file to making information available
Gather the files
Identify the documents your team uses and upload those that need to be managed in Odoo.
Organize the content
Assign folders and tags that identify the process each file belongs to.
Define access
Decide who needs to view or edit the information before sharing it.
Use it in your operations
View files and, when appropriate, attach them to work records in Odoo.
Explore related modules
Review the sales, accounting and project processes that use documents.
Let's review how you manage your documents
Tell us where you store files, who uses them and how you share them. In the sales consultation, we will review organization, permissions and the scope of the configuration you need.
Book a sales consultation