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.
DocumentsDocumentsConfigurationSKFolders
Finance
HR
Purchase
Legal
Quality
DocumentsDocumentsConfigurationSKSee it working
The screens your team will use every day.
Bills arrive by email or upload, land in the Finance folder, and become a draft vendor bill with one click.
Personnel files in their own folder, each shared only with the people who should see it.
DocumentsDocumentsConfigurationSKFolders
Finance
HR
Purchase
Legal
Quality
DocumentsDocumentsConfigurationSKWhat you get
The end of the shared folder.
- 01
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.
- 02
Routed for approval
Incoming documents can be split, tagged, and sent to the right person, so a bill is validated instead of piling up.
- 03
Access you control
Workspaces are shared per team or per customer, so a portal link replaces attaching the same file to six emails.
- 04
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.
One database
Documents is connected to the rest.
Same records, same stock, same books — nothing to sync, export or re-enter.
Part of the setup for ManufacturingTrade & DistributionHealthcareTravel
How you pay
Own it, or we host it.
One fixed fee
For the whole implementation, quoted after the demo.
No per-user cost
No per-user fees, own or hosted.
No lock-in
Own it: every key handed over. If we host it, a full export of your data at no charge.
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.
Message us on WhatsApp. Bring last month’s purchase bills and we will route, file, and post them against their orders.
Message us on WhatsAppor call +91 96259 10902 · book a demo