Efficient Document Management for Enhanced Team Collaboration
Odoo Document App is built to simplify how your team creates, organizes, and collaborates on documents. It transforms workflows and improves access to essential information. Explore the key features that make this app an essential asset for modern teams.
Key Features of Odoo Document App
Key Benefits of Document Feature
Instant Document Preview
The document's contents can be viewed directly without downloading the file, making it easier to have certain insights without disrupting the workflow.
Built-In Chat
Collaborate within documents with our chat function for feedback or updates to stay unified and exclude other platforms from the process.
Easy Linking
Use the Links feature to attach references, files, and web pages for seamless cross-referencing and easy access to related resources.
Owners & Contacts
Manage documentation ownership and prove accountability for documents with contact fields to help speed up communications and task assignments.
Advanced Spreadsheets
Design interactive multimedia spreadsheets with formulas and data tools embedded within your document management system.
The Organize feature streamlines document management, keeping files accessible, structured, and easily retrievable.
Key Benefits of Odoo Document App - Organize Feature
Folders & Tags
Group documents with folders and tags that can be customized by your group, allowing files to be found by anyone in the group.
Resources Tab
Store essential resources like templates and documents for team-wide access in one organized location.
Filter & Search
Search files efficiently using filters, including keywords, tags, dates, and more.
PDF Split & Batch Actions
To speed up the work and divide the large-sized files, PDFs can be split as required, and mass operations like renaming or even changing the location of the files can be performed.
Trash & Access Rights
Restore files from the Trash folder and set up Access Rights to protect document contents and determine who can access or modify them.
Collaborate Seamlessly Across Teams
Key Benefits of Odoo Document App Collaborate Feature
Folder Sharing
Store documents in specific folders and share those folders with the relevant teams to ensure everyone is well-informed.
Document Sharing with Permissions
It allows users to securely collaborate by sharing documents with others while providing limited or full access, depending on the user's request.
Email Gateway
Send and retrieve documents directly within an email, making incorporating external communication with your document management system easy.
Key Benefits of Odoo Document App Workflow Feature
Custom Actions
Automate recurring tasks and updates with customizable actions, reducing manual work and ensuring document consistency.
Lock & Unlock
Protect documents from accidental edits with lock/unlock options for authorized changes only.
Document Requests
Request specific documents from team members to keep workflows smooth and organized.
Validation Process
Ensure that each document's approval stages are well-structured, measurable, and manageable in quality and compliance.
Key Benefits of Odoo Document App Integration Feature
Project Integration
Link documents to specific projects for easy task and file management.
Sign Integration
Collect digital signatures securely within the app, streamlining approvals and documentation.
PLM Integration
Organize product-related documents with Product Lifecycle Management (PLM) for smooth collaboration on design updates.
Invoicing Integration
Connect spreadsheets with invoicing to ensure accurate billing and real-time cost tracking.
Why Choose Odoo Document?
At Greytrix Business Solutions, we implement Odoo Expenses to help businesses gain full control over their spending and streamline the reimbursement process. With automated approvals, real-time tracking, and seamless integration with Odoo Accounting, Odoo Expenses simplifies expense management, making managing costs easier, improving transparency, and enhancing operational efficiency.
