pdf: odoo- documents · 2019. 10. 8. · odoo documents features ± ͪ «È p revi ew o nl i ne...
TRANSCRIPT
Grow your business online
Save time recording bills, scanning
contracts, approving documents, and
become a paperless company.
ODOO | DOCUMENTS
DMS Reinvented
Integrated Data Technology, Inc. (516) 867-6752 [email protected] www.i-datatech.com
With Odoo Documents, you can easily share, send, categorize, and archivescanned documents. You can also generate business documents like vendorbills, tasks and products sheets for manufacturing
Move to a paperless approach.
Streamline your workflowTake advantage of a fully integrated approval, control and validationprocess, with activities, chatter and action rules to make sure everythinggets done by the right person at the right moment.
Process documents in batchWork in batch by requesting approvals, changing folders, tagging andassigning multiple files at once instead of one by one.
Integrated with Odoo AppsDocuments is integrated with other Odoo Apps, track versions of plansand worksheets with PLM, create your vendor bills in one click with thehelp of our AI in Accounting or create tasks from specific documents.
Email gatewayUsing the email gateway, bills are created automatically, from ascanned document or from your vendors email directly.
Collaborate with your team and clientsAssign documents to your colleagues, customers or vendors. Sharefiles and public folders with your clients, and let them import documentsdirectly.
Seamless work with SignDon’t waste time printing and scanning documents that someone hasto sign, assign them to the right person, get them signed and sendthem back directly.
Odoo Documents Features
Documents
PreviewOnline preview of most file formats: PDF, images, videos.
ChatDiscuss on documents, ping people, or create nextactivities to track activities to do on a document.Links
Upload regular files, or create documents as links (e.g.Google Doc files)
Organize
Documents linked to resources (invoices, tasks) areintegrated in the document management system
Resources
Email GatewayAllow people to create documents by sending an email.Define rules to set tags and folders automaticallyaccording to the email.
Archive
Easy filters
Ability to archive or delete documents. As a protection, youhave to archive a documents, before deleting it.
Define your own filters, and save the most used ones intofavourite filters you can share with other users
Integrated Data Technology, Inc. (516) 867-6752 [email protected] www.i-datatech.com
Work in BatchTag, preview, or launch actions on a set of documents atonce, to work in batches.
Customized ActionsDefine automated actions per folders, contacts and/or tasks:create documents, process bills, sign, organize files, etc.
Access RightsAccess rights are easily customizable per folder.
Share FoldersShare folders to offer an access to external users (with orwithout logins) and allow them to upload new documents
Validation ProcessEasily implement custom validation process with tags andautomated actions.
Ability to create "missing documents" and organize themlike documents, to remind people to upload thesedocuments.
Document Requests
Lock / UnlockAbility to lock a file to warn other users that a specificdocument is being modified
Assign documents to users, customers/vendors or Odoodocuments (invoices, task, product, ...)
Owners & Contacts
Workflows
Split PDFsSplit multi-pages PDFs into several documents; very usefulwhen you scan documents in batches.
Share a list of documents with customers / vendors tocollaborate easily. Set a validity date on shared documents.
Share Documents
Hierarchical folders allows to define workspace havingtheir own set of tags and actions
Folders TagsSet multiple tags to structure documents per folder
Collaborate
Integrations
Project ManagementCreate tasks from documents in just a few clicks. (e.g.specification of a task to be converted).
Electronic SignatureIntegrate Odoo Documents with Odoo Sign to signdocuments, or request signatures in just a few clicks.
Vendor BillsCreate vendor bills from PDF or Images documents injust a click. The Artificial Intelligence engine willprocess bills automatically.
Integrated Data Technology, Inc. (516) 867-6752 [email protected] www.i-datatech.com
PLMIntegrate documents with the PLM to track versions ofplans or worksheet on the product form, or engineeringchange orders.