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Efficient Document Management for Enhanced Team Collaboration

Odoo Document App is built to simplify how your team creates, organizes, and collaborates on documents. It transforms workflows and improves access to essential information. Explore the key features that make this app an essential asset for modern teams.

Key Features

The Document feature ensures teams easily handle files and improves productivity and efficiency.

Key Benefits of Document Feature

Instant Document Preview

The document's contents can be viewed directly without downloading the file, making it easier to have certain insights without disrupting the workflow.

Built-In Chat

Collaborate within documents with our chat function for feedback or updates to stay unified and exclude other platforms from the process.

Easy Linking

Use the Links feature to attach references, files, and web pages for seamless cross-referencing and easy access to related resources.

Owners & Contacts

Manage documentation ownership and prove accountability for documents with contact fields to help speed up communications and task assignments.

Advanced Spreadsheets

Design interactive multimedia spreadsheets with formulas and data tools embedded within your document management system.

The Organize feature streamlines document management, keeping files accessible, structured, and easily retrievable.

Key Benefits of Odoo Document App - Organize Feature

Folders & Tags

Group documents with folders and tags that can be customized by your group, allowing files to be found by anyone in the group.

Resources Tab

Store essential resources like templates and documents for team-wide access in one organized location.

Filter & Search

Search files efficiently using filters, including keywords, tags, dates, and more.

PDF Split & Batch Actions

To speed up the work and divide the large-sized files, PDFs can be split as required, and mass operations like renaming or even changing the location of the files can be performed.

Trash & Access Rights

Restore files from the Trash folder and set up Access Rights to protect document contents and determine who can access or modify them.

Collaborate Seamlessly Across Teams

Our Collaborate feature enhances teamwork, allowing teams to share and access documents easily.

Key Benefits of Odoo Document App Collaborate Feature

Folder Sharing

Store documents in specific folders and share those folders with the relevant teams to ensure everyone is well-informed.

Document Sharing with Permissions

It allows users to securely collaborate by sharing documents with others while providing limited or full access, depending on the user's request.

Email Gateway

Send and retrieve documents directly within an email, making incorporating external communication with your document management system easy.

The Workflow feature brings control and efficiency to document management, simplifying approvals and task handling.

Key Benefits of Odoo Document App Workflow Feature

Custom Actions

Automate recurring tasks and updates with customizable actions, reducing manual work and ensuring document consistency.

Lock & Unlock

Protect documents from accidental edits with lock/unlock options for authorized changes only.

Document Requests

Request specific documents from team members to keep workflows smooth and organized.

Validation Process

Ensure that each document's approval stages are well-structured, measurable, and manageable in quality and compliance.

Our Integrations make document management a central hub, connecting it to essential business applications.

Key Benefits of Odoo Document App Integration Feature

Project Integration

Link documents to specific projects for easy task and file management.

Sign Integration

Collect digital signatures securely within the app, streamlining approvals and documentation.

PLM Integration

Organize product-related documents with Product Lifecycle Management (PLM) for smooth collaboration on design updates.

Invoicing Integration

Connect spreadsheets with invoicing to ensure accurate billing and real-time cost tracking.

Why Choose Odoo Document?

At Greytrix Business Solutions, we implement Odoo Documents to help businesses manage, store, and share files securely and efficiently. With centralized document storage, easy access controls, and seamless integration with other Odoo apps, Odoo Documents streamlines document management across departments. Features like automated workflows, document tagging, and real-time collaboration simplify file organization and reduce paperwork, enabling teams to focus on what matters. By improving document accessibility and collaboration, Odoo Documents empowers businesses to increase productivity, ensure data security, and drive operational efficiency.

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