Unleash the power of data with Odoo's Spreadsheet App, designed for seamless collaboration and advanced analytics. From budgeting to project tracking, enjoy intuitive features, real-time updates, and powerful integrations that simplify complex data management and empower your team to work smarter.
The content can be analyzed without downloading files and can be viewed quickly. This means that through the Preview feature, team members can open spreadsheets, text documents, and files in the blink of an eye, thereby improving productivity.
Communication becomes critical in efficient relationships between partners. The odoo system allows users to consult through the chat feature inside each document. This will enable users to give feedback and recent information and work with the text without entering other applications or using individual emails.
The Links feature helps to link documents, references, files, or even web pages relevant to a specific document. Having all the resources in the network interlinked helps the team to locate the necessary information and cross-check their activities efficiently.
Owners & Contacts help track document responsibility. Provide each document's specific team member name and contact information to ensure accountability and identify a communication point. This feature supports smooth handovers and easy follow-ups, especially for collaborative or time-sensitive documents.
Embedded Spreadsheets distinguish our solution from pure document management system offerings. Users will be able to collaborate with other users on realistic and fully functional spreadsheets integrated into the document management system. Built-in formulas, customizable tables, and data analytics tools make managing data a breeze for budgeting, reporting, or project tracking.
Keep documents neatly categorized with Folders for efficient organization. Ensure there are specific folders for certain projects, departments, and kinds of documents, making document location easy. Folders make document management intuitive and help teams locate files in seconds.
Improve searchability with fully adjustable tags that categorize documents based on specific keywords or in certain categories. Tags make it easier to sort documents according to the folder a person is working on and group them in various folders so that other team members do not have to spend too long searching for particular documents.
Use the Resources tab to keep goals and objectives in one organized spot. This feature caters to general document management, where you can access common documents, templates, and any important resources your team usually requires in one place.
The odoo software Easy Filter feature allow users to search for a document by keywords, tags, dates, or file type. This specific filtering feature is particularly sophisticated and reduces members' time looking for information.
Split PDFs allow one to split large documents easily due to the different available options. This lets you capture and save individual pages or sections as a separate document, making it easy to disseminate only the necessary page without dealing with other extraneous pages.
Work in Batch feature of Odoo spreadsheet app is one of the most efficient ways for users to work on many documents at once without repeating the same work. These templates are perfect for renaming, tagging, moving, or deleting many files in a single operation for better productivity.
Mistakes happen, so we offer a Trash feature. Deleted files are temporarily stored in Trash, allowing team members to restore documents if needed. This safeguard ensures that important data isn’t lost permanently due to accidental deletion.
Control document access with Access Rights to ensure data security. Assign specific permissions to users or groups, allowing view-only, editing, or admin access. This feature safeguards sensitive information and promotes responsible data handling.
Use Share Folders to grant the entire team read-only access to documents. Some features enable one to share whole folders of things with relevant team members, so all the necessary tools are already available. Group extensions help simplify projects by simplifying where files and resources are stored and located.
Share Documents of Odoo business software can be shared with a specific individual or group—internal or external. Some documents require read-only access, and some papers may call for editing access within the project. This feature is perfect for simultaneous commenting, review, and input sharing while maintaining cohesiveness without exposing the information.
Email Gateway is another key feature that lets you stay connected with friends and relatives. You can forward important files directly into the document management system from your email or share documents directly from the app with external contacts. This feature offsets the integration of the essential files into your flow, no matter the platform, for steady and continuous work.
Design your work processes according to your team's needs using Customized Actions. Identify concrete behaviors that diminish manual work, send alerts, or change a document's status. This aids in making the flow more standardized and cutting down on the amount of manual work that must be done while guaranteeing that each document is set to follow the correct channel.
Ensure document security with the Lock / Unlock feature in Odoo business software, which only allows some individuals to make changes. Some of the benefits of locking include minimizing and preventing any unintentional alterations of the documents, as well as control, accuracy, and accountability. Security measures enable only authorized team members to unlock the documents, ensuring proper control over sensitive files.
Document requests can be created to maintain the flow of processes. With this feature, team members can request specific attachments from their co-workers at the right time and ensure they have the required documents in their possession. Document requests save time and increase efficiency; they provide a means of tackling requests without further follow-ups.
Ensure you have a valid, structured Validation Process to enhance the flow of document approvals. Before moving forward, set up custom approval stages to ensure each document meets quality and compliance standards. This feature makes work transparent and accountable and keeps track of approvals, making the workflow easy and auditable.
The integration feature shares functionality between your Odoo spreadsheet solution and necessary business applications. Documents can be linked to tasks using Project Integration to ensure organization and smooth execution of tasks. Digital approvals can be executed safely within the app through Sign Integration; Product Lifecycle Management Integration consolidates and organizes product-related documents. Invoicing Integration links costs back to consumption to improve pricing precision and offer real-time billing. The above integration makes your spreadsheet solution a center of all project management, approvals, product life cycle, and financial processes, thereby improving work efficiency throughout your organization.
At Greytrix Business Solutions, we implement Odoo Spreadsheet to help businesses manage and analyze their data more efficiently. With its seamless integration across Odoo apps, real-time collaboration, and advanced formula support, Odoo Spreadsheet enhances your ability to make data-driven decisions. It allows teams to work together on live documents, automate calculations, and create insightful reports while maintaining complete control over business data. Odoo Spreadsheet empowers businesses to boost productivity and streamline their processes by simplifying data management and improving operational efficiency.
