Odoo Document Send by Email

Send Documents to Partners Directly From the Odoo Documents Module

Sharing documents with clients, vendors, or internal teams usually means downloading a file, opening an email client, attaching the document, and sending it — all outside of Odoo. The Odoo Document Send by Email module removes every one of those steps by letting users select any document from the Odoo Documents module and send it to a partner via email in just a few clicks, without ever leaving the system.

Why Does Your Business Need to Send Documents by Email From Odoo?

Every time a document leaves Odoo through a manual download and re-send, the communication trail breaks. There's no record in the partner's chatter, no clear history of what was shared and when, and no connection between the document and the partner relationship in the system. The Odoo Document Send by Email module keeps that trail intact — the sent email is automatically logged in the partner's chatter, creating a transparent, searchable history of every document shared with that contact.

Key Features of Odoo Document Send by Email

Send Documents Directly From the Odoo Documents Module

Users can select any document from the Odoo Documents module and send it via email to a partner without downloading it first, completing the Odoo send documents via email workflow entirely inside Odoo.

Email Documents to Partners Instantly

The Odoo partner document email function delivers the selected file to the partner's inbox with minimal interaction, making document sharing fast and frictionless.

Attach Multiple Documents in a Single Email

Send multiple files to a partner in one action using the attach documents email Odoo feature, avoiding multiple separate sends for related materials.

Automatic Chatter Logging

The Odoo document chatter logging feature records the sent email automatically in the partner's chatter, giving the team a complete, timestamped history of document communications.

Seamless Odoo Workflow Integration

The Odoo document email integration works within the existing Documents and partner workflow, adding email functionality without changing how staff already use the system.

Easy Access From the Partner Document Section

Documents linked to a partner can be sent directly from that partner's document section, making the Odoo partner communication module feel like a natural extension of the existing interface.

Simple, User-Friendly Interface

The Odoo email document module is designed for everyday use — straightforward enough that any team member can send documents without training.

Benefits of Odoo Document Send by Email

Saves Time on Document Sharing

The Odoo send documents via email workflow eliminates the download-attach-send cycle, cutting the time spent on routine document sharing dramatically.

Maintains a Complete Communication History

Automatic Odoo document chatter logging means every document sent to a partner is recorded, making audits, follow-ups, and dispute resolution much simpler.

Reduces Manual Errors

Sending directly from Odoo's document library means staff always share the correct, current version of a file rather than an outdated local copy.

Improves Team Transparency

When sent documents are logged in the partner chatter through the Odoo document history tracking feature, the whole team can see what's been shared and when.

Boosts Productivity

Combining the Odoo document management email workflow into a single in-system action frees staff from administrative overhead and keeps them focused on higher-value work.

How Odoo Document Send by Email Works

Step 1: Install the Module

Add Odoo Document Send by Email to your Odoo instance.

Step 2: Open the Documents Module

Navigate to the Odoo Documents module and locate the file you want to share.

Step 3: Select the Document and Choose Send by Email

Select the document — or multiple documents for the Odoo send multiple documents email feature — and trigger the Send by Email action.

Step 4: Choose the Partner and Compose the Email

Select the partner from your Odoo contacts, add any message needed, and confirm the send.

Step 5: Email Sent and Logged Automatically

The Odoo file sharing via email action completes and the sent email is automatically recorded in the partner's chatter for future reference.

Frequently Asked Questions

What does Odoo Document Send by Email actually do?

It lets users send documents from the Odoo Documents module directly to a partner via email, with the sent communication automatically logged in the partner's chatter.

Can I send more than one document in a single email?

Yes, the Odoo send multiple documents email feature supports attaching multiple files to a single email send.

Where is the sent email recorded?

The Odoo document chatter logging feature records the sent email automatically in the relevant partner's chatter inside Odoo.

Do I need to download the document first?

No, the Odoo send documents via email workflow sends the file directly from the Documents module without requiring a local download.

Does this integrate with the standard Odoo Documents module?

Yes, the Odoo document email integration works within the existing Documents module and partner interface without disrupting standard workflows.

What types of documents can be sent?

Any document stored in the Odoo Documents module — PDFs, images, Word files, spreadsheets, and other supported file types.

Can the recipient be any partner in Odoo?

Yes, any partner record in Odoo can be selected as the recipient when using the Odoo partner document email feature.

Does this require any developer configuration?

No, the Odoo email document module is ready to use after installation, with no custom code or additional configuration required.

Modules Similar to Odoo Document Send by Email

Odoo Document Send by Email pairs naturally with other CodersFort modules focused on document handling, file sharing, and communication workflows.

For attaching documents to outgoing emails from any Odoo record rather than the Documents module specifically, Odoo Mail Attachments adds native attachment support to the Odoo mail composer. For sharing a direct link to a document instead of emailing it, Odoo Share Attachments generates a copyable URL from any record attachment.

For uploading files to a record faster before sending them, Odoo Attachment Drag and Drop lets staff drop files onto any form view instantly. And for reviewing all documents attached to a partner or record before selecting which to send, Attachment Viewer provides a built-in file browser for documents and images.

Together, these modules build a more complete, connected document communication workflow inside Odoo.

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