With Odoo Documents App, You Can Easily Share, Send, Categorize, And Archive Scanned Documents
The Odoo document assists in the time and effort saving process. You can simply do every needed functionality with this App regarding documents sharing, personalization or scanning it. One app and all your work is done !
Make Your Work Paperless: Using Odoo Documents App
Simplify your workflow
Enjoy the benefit of a completely incorporated authorization, control, and approval process, with chatter, action rules and activities to ensure everything gets completed by the correct person at the correct time.
Email gateway
Utilizing the email gateway, bills are developed from a document that is being scanned or straight from your email of the vendor automatically.
Collaborate with your team and clients
Allot documents to your fellow workers, clients, or vendors. Send files and public folders with your customers, and allow them to directly import documents.
Seamless work with Sign
Save your time printing and scanning documents that other people have to sign. Rather, allot them to the correct person, receive them e-signed, and have them share straight back.
Process documents in batch
Function in batch by asking for approvals, modifying folders, tagging and allotting various files at once on the contrary of one by one.
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Integrated with Odoo Apps
Documents incorporated with related Odoo Apps. Follow versions of schemes and worksheets with PLM, build your vendor bills in single click with the assistance of our AI in Accounting or establish tasks from particular documents.
Features Of Odoo Documents App
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Preview
Preview online most file formats such as: videos, PDF and images.
Chat
Talk on documents, build next activities or ping people to follow activities to do on a document.
Links
Load daily files, or build documents as links (such as Google Doc files)
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Owners & Contacts
Allot documents to customers/vendors, users, or Odoo documents ( task, invoices, product.
Folders
Hierarchical folders permits to determine workspace having their own group of tags and actions
Tags
Establish various tags to framework documents each folder
Resources
Documents connected to resources (invoices, tasks) are incorporated in the document management system
Easy filters
Determine your own filters, and secure the frequently utilized ones into preferred filters you can send with other users
Split PDFs
Split various-pages PDFs into numerous documents; extremely beneficial when in batches you scan documents.
Work in Batch
Preview, launch or tag actions on a group of documents right away, to function in batches.
Archive
Capability to archive or eradicate documents. As a security, you have to record a document, prior to deleting it.
Access Rights
Access rights are simply personalized for every folder.
How Kalibroida Will Help You
Kalibroida is the company that offers professional Odoo implementation help to the businesses. We make sure that every business that is collaborating with us must get complete satisfaction. We not only offer the service but even give you complete guidance on what benefits you will get by implementing Odoo as well as how it enhances your business process. So get in touch with us if you wish to experience satisfactory services.
FAQS
Yes, though DMS you can easily lock any document that is meant to be accessed by specific people.
Yes, you can chat.