Odoo Documents keeps company files in one place, with folders, tags and workflows, and connects to Accounting, Sign and HR. It helps keep files secure with access rights, automated document digitization, and smooth cross-department collaboration.
Online preview is available for the majority of file types, including PDFs, images, spreadsheets, and video files.
Discuss documents in chatter, mention colleagues, and set follow-up activities to keep track of tasks linked to any file.
Upload regular files or create document links directly to Google Docs files, external spreadsheets, and cloud repositories.
Assign user owners, link clients or vendors, and attach documents to core business records including invoices, tasks, and products.
Using hierarchical folders, create organized workspaces tailored to specific teams, with custom tags and automated action buttons.
Make custom filters by tag, owner, or status, save your most-used views, and share filter presets across your team.
Split multi-page PDFs into separate documents in a few clicks to streamline bulk scanning and batch document processing.
Documents must be archived as a safeguard before permanent deletion, preventing accidental loss of critical business records.
Share folders with internal team members and external partners to collaborate on files with or without logging in. Share links can be restricted to view or upload only, protected with expiration dates, and revoked at any time to keep file sharing safe and controlled.
Share curated lists of files with customers or suppliers with clear timestamps and activity logs to support smooth vendor collaboration.
Enable email-based document intake. Send or forward emails to a folder's dedicated email alias to automatically create document records, assign tags, and trigger workflows.
Define automated actions on folders, contacts, or jobs, such as generating draft bills, initiating e-signatures, creating tasks, or moving files to specific subfolders.
Lock files while editing to notify other users that a document is currently checked out, preventing conflicting overwrites.
Generate placeholder requests for missing paperwork and assign them to clients, vendors, or team members with automated upload reminders.
Build custom multi-stage approval and validation workflows using tags and automated actions to ensure compliance before files are finalized.
Convert uploaded specification documents or customer briefs directly into project tasks in a few clicks.
Connect Odoo Documents with Odoo Sign to route NDAs, contracts, and onboarding packets for legal electronic signatures.
Generate vendor bills from uploaded PDFs or scanned images in a few clicks. Odoo's document digitization (OCR) reads vendor names, invoice numbers, dates, line items, and amounts to create draft bills in Odoo Accounting for review.
Centralize employment agreements, certifications, and expense attachments linked directly with Odoo HR and Odoo Payroll.
Track revisions of engineering blueprints, technical drawings, and engineering change orders directly on product records.
Odoo Documents helps keep files secure with access rights, granular user group permissions, and auditable sharing controls:
Restrict access by department, role, or team. Set read-only, write, or workspace administrator permissions so team members see only the files relevant to their job duties.
Generate external share URLs with configurable expiration dates, download restrictions, and optional upload-only permissions for secure customer or vendor document dropboxes.
Prevent accidental file deletions. Odoo requires documents to be archived first, creating an auditable safety buffer that allows administrators to restore misplaced records easily.
Disorganized spreadsheets, scattered email attachments, and lost receipts slow down teams and create compliance risks. As an official Odoo Ready Partner based in Austin, Texas, O2B Technologies helps US businesses set up structured workspaces, document workflows, OCR digitization, and ERP-wide integrations.
Whether you need custom folder hierarchies, automated approval rules, or secure client portals, our certified consultants configure a document management architecture tailored to your business needs. For standard Odoo licensing costs, see odoo.com/pricing.
O2B Technologies offers a wide range of Products to cater to business software needs in every sphere of an organization.
Find answers to common questions about our ERP services
Yes. You can attach diagrams, schematics, and vector drawings directly to existing document records in Odoo, or link them to related products, tasks, and manufacturing bills of materials.
Implementation and setup costs depend on your folder hierarchy, custom workflows, and data migration needs. For standard Odoo user licenses, see odoo.com/pricing.
Yes. Odoo Documents is fully responsive and cloud-accessible from any desktop browser, tablet, or smartphone running iOS or Android.
Implementation timelines depend on the number of folders, workflow rules, user permission groups, and volume of historical files being migrated. Most business setups are deployed in one to two weeks.