This document introduces Odoo Documents, a feature that allows companies to digitize and manage their documents. Without Odoo Documents, companies struggle with paper documents everywhere, wasted time, lost documents and folders, and lack of organization and collaboration. Odoo Documents offers a centralized place to store all documents regardless of location. It allows users to easily share, collaborate on, and process documents using folders, tags, and workflow actions. The integration with other Odoo apps further improves productivity by connecting documents to tasks, accounting, and other business processes.

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