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ODOO 

DOCUMENTS



SIMPLIFY FILE MANAGEMENT WITH ODOO DOCUMENTS

Odoo Documents gives you one secure, central place to store, organise, and manage all your business files. From contracts and invoices to HR records and project documents,  everything is connected directly to your ERP workflows


80%


Faster Document Retrieval

Tagged folders and smart search eliminate time wasted hunting for files.

100%


Reduction in Manual Admin

Automated approvals and workflows replace email-based processes.

0


Centralised File Control

All documents live in one ERP system instead of scattered tools.

1


Audit-Ready Document History

Every change, approval, and access action is fully traceable.

 

CUSTOMISED FOR YOU

Who Should Use Odoo Documents


Odoo Documents is built for teams that need structure, control, and visibility over business files.

It’s ideal for businesses that: 

 Store files across shared drives, email, and third-party tools

 Manage contracts, invoices, or HR documents manually

 Need better access control and version tracking

 Want documents linked directly to ERP workflows

 Require audit trails and compliance-ready records

With Odoo Documents, files become part of your processes — not an afterthought.



“We moved from QuickBooks and spreadsheets to Odoo Accounting and haven’t looked back. Everything is real-time, connected, and automated.”

 

Operations Director, Retail Client


ERP Record Linking

Attach documents to employees, invoices, projects, CRM records, and more.

Role-Based Permissions

Control who can view, edit, or approve documents by role or team.

Full Version History & Activity Logs

Track changes, uploads, approvals, and access in one timeline.

Centralised Document Storage

Store all business files in one ERP-native document system.

Smart Tags & Folder Structure

Organise documents quickly using tags, categories, and folders.

Automated Approval Workflows

Route documents for review, approval, or signature automatically.

KEY BENEFITS

Key Features of the Odoo Documents App


  

WHY

Why Businesses Choose Odoo Documents


One Source of Truth

All documents live in a single, central ERP system.


Fully Integrated

Documents connect directly to HR, Finance, CRM, Projects, and Sales.


Secure by Design

Permissions, versioning, and audit logs protect sensitive files.


Automated Workflows

Approvals and document routing happen without manual follow-ups.


Scales with the Business

Document management grows seamlessly as teams and processes expand.

ODOO DOCUMENTS

Frequently Asked Questions


Yes — documents can be attached to records across all core Odoo modules.

Yes — approval workflows can be fully automated.

Absolutely — with role-based permissions and full audit logs.

In most cases, no — Odoo Documents replaces disconnected storage systems.


TAKE CONTROL OF YOUR DOCUMENTS WITH ODOO

See how Odoo Documents can centralise files, automate approvals, and bring full visibility to your workflows, all inside your ERP.


BOOK A FREE DISCOVERY CALL


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