Odoo Advanced Document Management System

Odoo Advanced Document Management System

Odoo Advanced Document Management System

The Odoo Advanced Document Management System module provides an easy-to-use yet powerful way to organize, secure, and manage documents in Odoo. With advanced tools like OCR conversion, version control, secure sharing, and e-signatures, businesses can simplify document workflows and ensure compliance.

This module helps you efficiently manage folders, track document versions, sign and share documents securely, and streamline collaboration within your organization.

Key Features of Odoo Advanced Document Management System

  • User and Manager Group Security – Manage access levels with complete control.
  • Folder View – Organize and browse documents in a structured folder layout.
  • Document Versions – Maintain multiple versions of the same document.
  • Document Version Numbering – Keep track of updates with version numbering.
  • Document Signatures – Digitally sign and approve documents.
  • OCR Conversion – Convert scanned images and PDFs into editable, searchable text.
  • Document Image Editing – Modify document images directly within the system.
  • Tag Filters – Search and filter documents quickly using tags.
  • Document Duplication – Create and manage duplicates easily.
  • Document Sharing – Share securely with internal and external users.
  • Send by Email – Send documents instantly via email.
  • Bulk Export – Export multiple documents into a single ZIP file.

Installation Guide Of Odoo Advanced Document Management System

  1. Copy the documents_tools module to your Odoo addons folder.
  2. Install the module like any other Odoo app.
  3. Start managing your documents seamlessly with CFIS Document Tools.

 

Looking to enhance your document workflows in Odoo? Explore our powerful range of solutions designed to simplify document handling. With the Odoo View Microsoft Documents module, you can open and manage Word, Excel, and PowerPoint files directly within Odoo. Our Odoo Document Request Manager helps streamline approvals and requests for better collaboration.

The Odoo Document Send by Email tool makes it easy to share documents securely with just one click. For complete functionality, the Odoo Document Management System brings advanced features like version control, OCR, e-signatures, and tagging to optimize your business document processes.

 

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