Overview

Odoo Document Management solution integrates seamlessly into businesses, allowing for the secure storage, sharing, and management of digital files. It enables users to upload documents, organize them with ease, and automate workflows for enhanced collaboration. The platform supports a range of industries, offering flexible configurations to match unique business needs.

Features and Capabilities

• Centralized Document Storage: Store all files in one unified repository, allowing easy access from any device.
• Customizable Folder Structures: Create a folder hierarchy that aligns with your business workflows, making it easier to categorize documents.
• Built-in OCR: Automatically extract and convert text from scanned documents or images into editable and searchable content, enhancing document accessibility.
• Collaborative Features: Collaborate in real-time, allowing multiple users to edit and comment on documents simultaneously, fostering team interaction.
• Secure Sharing: Control document access by assigning specific permissions, ensuring only authorized users can view or edit sensitive content.
• Automated Workflows: Set up automated actions for document approval, routing, and processing, which reduces manual effort and increases efficiency.
• Integration with Odoo Apps: Sync documents with other Odoo modules (such as sales, CRM, and accounting) to enhance operational efficiency and keep data consistent.
• Real-time Notifications: Get instant updates whenever documents are uploaded, modified, or require attention, keeping everyone in the loop.
• PDF Editing and Annotation: Edit and annotate PDF documents directly within the system, making document review and feedback much easier.
• Full Version History: Track every change made to a document with version control. You can view, compare, or restore prior versions as necessary.