Quentin Celis, Odoo Business Analyst, introduces all the new features of Odoo Documents

1. Odoo Documents
Quentin CELIS • Business Analyst
Discover all the new features
EXPERIENCE
2018

2. Introduction
...Dealing with documents1

3. Without Odoo Documents...
● Paper everywhere
● Waste of time
● Documents or folders losses
● Boring administrative work
● Manual data entry
● No easy collaboration
● No easy access
● No structured way to
process documents
● No place to store
documents
● No Integration with your
company processes

4. ● Get rid of paper
Why should you use
Odoo Documents ?
● Manage precious and
valuable informations
● Manage high volume of
documents in many
different formats
● Integration
● Process them fast

5. Concepts &
features2

6. Folders Tags Actions
Share &
Request
Folders :
- “Working spaces” or “working environments”
- Contains documents, tags, actions
Good to know :
- Guidelines and processes
- Visible based on access groups

7. Folders Tags Actions
Share &
Request
Tags :
- Handle documents
- Perform actions
Good to know :
- Tags linked to folders
- Tags available per folder

8. Folders Tags Actions
Share &
Request
Actions :
- Set workflows
- Available depending on type of document and the tag
Good to know :
- Set contact, owner, tags
- Model creation
- Move to folder
- Combined with activities

9. Folders Tags Actions
Share &
Request
Share & Request :
- Share documents
- Request documents
Good to know :
- Quick share vs. normal share
- Download & Upload
- Activities

10. Demonstration3

11. Conclusion4

12. With Odoo Documents...
● Centralize all documents
● Regardless of where you are
● Reduce costs
● Easily share and collaborate
● Manage workflows
● Become Paperless
● Protect your documents
● Increase productivity

13. Integration
Discuss Documents Sign Accounting Tasks PLM

14. Q&A5

15. Thank you.
#odooexperience
2018
EXPERIENCE
2018

16. Thank you.
#odooexperience
2018
EXPERIENCE
2018

17. Thank you.
#odooexperience
2018
EXPERIENCE
2018