Best document management system

Become an eco-friendly, paperless company.

Upload regular files, or create documents as links (e.g. Google Doc files)

Assign documents to users, customers/vendors or Odoo documents (invoices, task, product, ...)

Documents linked to resources (invoices, tasks) are integrated in the document management system

Define your own filters, and save the most used ones into favourite filters you can share with other users

Split multi-pages PDFs into several documents; very useful when you scan documents in batches.

Define automated actions per folders, contacts and/or tasks: create documents, process bills, sign, organize files, etc.

Share a list of documents with customers / vendors to collaborate easily. Set a validity date on shared documents.

Ability to lock a file to warn other users that a specific document is being modified

Spreadsheets

Spreadsheets are one of the most widely used tools in any industry, and now you can take advantage of its numerous functionalities within Odoo.