Odoo · Documents
Files attached to the thing they belong to.
A document hub where a bill sits on its vendor and a contract on its customer, with approval workflows instead of a shared drive.
What you get
The end of the shared folder.
Filed against the record
A purchase bill lives on the purchase order, a contract on the customer, so finding it does not mean guessing a folder name.
Routed for approval
Incoming documents can be split, tagged, and sent to the right person, so a bill is validated instead of piling up.
Access you control
Workspaces are shared per team or per customer, so a portal link replaces attaching the same file to six emails.
Turned into a transaction
A scanned vendor bill can become a draft entry in accounting, so the document and the posting are the same piece of work.
Questions
Documents questions we get first.
Can we move our existing files in?
Yes. Existing folders can be imported into workspaces, though it is worth agreeing a structure first rather than copying the mess across.
Can customers upload documents to us?
Yes. A shared workspace or portal link lets a customer or vendor upload directly, and it lands where it belongs.
Does it replace Google Drive?
For business documents tied to records, yes. For general team files, many businesses keep both, and that is a reasonable choice.
File one month of vendor bills.
Book a free demo. Bring last month’s purchase bills and we will route, file, and post them against their orders.