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Odoo Documents

Odoo Documents

Keep business files organized and connect document handling to the work that follows.

Solution overview

A closer look at Odoo Documents.

Structured filing

Arrange files in folders or workspaces with tags and searchable organization.

Controlled sharing

Define access rights and share documents with colleagues or external recipients, including expiration settings.

Document actions

Connect documents to bill processing, task creation, and signature requests using the relevant applications.

PDF handling

Split multi-page PDFs and process documents separately when needed.

A connected workflow

How it works in your business.

A file arrives, is classified and assigned, then moves into the appropriate accounting, project, or signature workflow.

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More module information

Store, view, organize, and manage business files.

Your local technology partner

What Digi Data offers.

Digi Data designs the folder structure, access rules, migration scope, and document actions around how your teams work.

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  • Discovery & implementation planning

    We map your business processes, identify the applications you need, and define an achievable scope.

  • Configuration & data migration

    We configure your workflows and prepare agreed customer, supplier, product, inventory, and accounting data for migration.

  • Training, go-live & ongoing support

    We guide your team through testing and adoption, with implementation and support responsibilities agreed for your project.

  • Integrations & customization

    Where standard functionality does not cover your requirements, we scope integrations and customization separately.

Start a useful conversation

Tell us what you need.

Your current environment

Share the systems, users, locations, and existing products relevant to this solution.

Your business priorities

Tell us what needs to improve, your intended timeline, and any operational constraints.

Your next step

Call our team to discuss suitability, arrange a demonstration where relevant, or prepare a scoped quotation.

See how Odoo Documents fits your business.

Talk to our team