Odoo Documents centralizes contracts, invoices, HR files, and project records with workflows, sharing, and AI-assisted organization.
Centralized Document Workspace
Teams store files in workspaces with folders, tags, and access rights. Documents can be linked to customers, vendors, projects, and employees.
Approval and Request Workflows
Documents can move through validation steps with assigned owners. Request activities let teams collect files from internal or external users.
AI Sorting and OCR
Odoo 19 improves document handling with AI sorting rules that place uploads in the right workspace and assign the right people automatically.
- Secure workspace and access control.
- Approval and request workflows.
- Links to ERP records and projects.
- AI-assisted sorting and OCR.
Aadyanex sets up Odoo Documents with workspace structure, approval flows, and integrations for finance, HR, and project teams.