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DMS

Odoo Documents: All-in-One Document Management System

Digitize, organize, and automate your business files — no more paper, no more chaos.

 

What is Odoo Documents?

Odoo Documents is a modern, paperless document management system (DMS) that allows businesses to centralize and automate how they store, process, and share files. Whether it’s contracts, invoices, spreadsheets, scanned documents, or project specs, everything is easily accessible, structured, and integrated with the rest of your Odoo apps.

 

Key Features of Odoo Document Management System

Smart File Preview

Preview PDFs, images, videos, spreadsheets, and more directly in your browser without downloading.

Collaborate in Context

Comment, tag colleagues, and log activities directly on documents. Keep discussions connected to the content — not scattered across emails.

Link Everything

Create documents from links (e.g., Google Docs) or upload traditional files — all stored and managed centrally.

Ownership & Assignment

Assign documents to users, vendors, or customers. Link them to records like invoices, projects, or tasks to track ownership and action.

Powerful Organizational Tools

Structured Folders & Tags

Create workspaces with custom folder hierarchies. Add tags for quick filtering, cross-referencing, and automation.

Easy Batch Actions

Tag, preview, archive, or apply workflows to multiple documents at once — saving time and effort.

Fast Filters

Save your most-used filters and share them across teams for instant document access.

Split PDFs

Split multi-page PDFs into separate files — ideal for batch-scanned documents or invoice processing.

Collaboration & Access Control

Custom Access Rights Control who sees what. Define permissions per folder, per user, or per group. Share Files & Folders Grant portal access to clients or vendors. Set document expiration dates, allow uploads, and track activity securely.

Real Results: Save Over 90% Time on Document Tasks

 Without Odoo Documents: 45.2 hours/month
 With Odoo Documents: 4.3 hours/month
 Time Saved: 40.9 hours/month

 

    Why Choose Odoo DMS

    One Central Hub
    Stop digging through email threads and desktop folders. All your business documents are organized, accessible, and connected.
    Time-Saving Automation
    Use AI-powered workflows and rules to eliminate repetitive admin work — like archiving, renaming, or tagging.
    Odoo eSign: No Printing
    Forget the scanner. Sign contracts, NDAs, and approvals online and instantly share signed copies.
    Secure & Scalable
    Benefit from enterprise-grade access control, backups, and integration across 80+ Odoo apps.
    What is a Document Management System and why does my business need one?

    A Document Management System (DMS) is a digital solution that helps businesses store, organize, track, and share files from a centralized location. It reduces paperwork, speeds up access to documents, and ensures better compliance and collaboration.

     
     

    With features like tagging, smart filters, and access controls, a DMS allows teams to locate and manage files quickly and securely. It eliminates time wasted on searching, manual archiving, or version conflicts.

     

    Yes, you can share files or folders through secure links, define expiration dates, and even allow uploads from external parties — all while maintaining full control over access and visibility.

     

    Absolutely. With Odoo eSign integration, users can send documents for electronic signature, track signing status, and store signed versions automatically — without printing or scanning.

     

    Each department can have its own folder structure, access rights, and automation rules. With customizable tags and batch processing, teams can manage large volumes of documents with ease.

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