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Productivity · Odoo module

Documents

Collect, organize, share, and automate files next to the business record.

166 features (fields & capabilities counted in the Odoo app family)

Odoo app: Documents. Versions we cover: Odoo 15 → 19 (Enterprise Documents).

Book training on this module All modules

What this module does

Documents is Odoo’s DMS: workspaces, folders, tags, sharing, and workflows that file attachments where the business lives — not in a parallel Drive chaos.

On your database

We train on your Odoo

We design workspaces around your departments and teach people on the folders they will open on Monday morning.

Key flows we open

  • Workspaces and access rights
  • Upload → tag → share
  • Actions and automated filing
  • Link documents to partners, projects, or HR
  • Version-friendly collaboration habits

Who we train

  • Admins on structure and rights.
  • Teams on filing habits that stick.
  • Owners on replacing shadow folders.

Other modules

Same discipline: explain the app, train employees and owners, on your live database.

Finance Accounting Customer invoices, vendor bills, banks, tax, and period close in one ledger.
Supply Purchase From request for quotation to purchase order, receipt, and vendor bill.
Revenue Sales Quotations, orders, delivery promises, and invoicing in one commercial flow.
Operations Inventory Receipts, internal transfers, deliveries, and valuation that Finance can trust.
Growth CRM Leads, opportunities, activities, and a pipeline that actually closes.
People HR & People Employee master data, time off, expenses, and payroll where you run it.
Plant Manufacturing Bills of materials, manufacturing orders, work centers, and shop-floor execution.
Delivery Project Projects, tasks, milestones, timesheets, and delivery profitability.
Retail Point of Sale Fast checkout for shops and restaurants, synced with stock and accounting.
Service Helpdesk Customer tickets, SLAs, priorities, and a service team that closes loops.
Digital Website Public pages, forms, SEO, and a site that lives inside the same Odoo as CRM.
Digital eCommerce Online catalog, cart, checkout, and orders that sync with stock and accounting.
Documents Sign Send documents for electronic signature and keep the signed PDF in Odoo.
Assets Fleet Vehicles, drivers, contracts, fuel, and service costs in one place.
Assets Maintenance Equipment, preventive plans, and corrective requests for plants and facilities.
People Planning Shift and resource schedules for people who work by the hour or by site.
Plant Quality Quality control points on receipts, operations, and finished goods.

Ready to train on your Odoo?

Tell us your version (15–19), modules, and team size. Or ask about the 100 GB domain email pool at $499/year. We create a CRM lead and come back with a clear plan.

Create a training request Email · 100 GB · $499/year