Move to a paperless approach.
With Odoo Documents, you can easily share, send, categorize, and archive scanned documents. You can also generate business documents like vendor bills, tasks and products sheets for manufacturing
Take advantage of a fully integrated approval, control and validation process, with activities, chatter and action rules to make sure everything gets done by the right person at the right moment.
Using the email gateway, bills are created automatically, from a scanned document or from your vendors email directly.
Seamless work with Sign
Work in batch by requesting approvals, changing folders, tagging and assigning multiple files at once instead of one by one.
与 Odoo 应用集成
Documents is integrated with other Odoo Apps, track versions of plans and worksheets with PLM, create your vendor bills in one click with the help of our AI in Accounting or create tasks from specific documents.
Pick the number of operations you or your employees do each month
How many documents (contracts/NDA) are signed?
How many times people have to search for a document?
How many times people have to request a document?
How many bills are recorded?
How many people are hired?
|Normal exectution time:||90.4 hours|
|Using Odoo Documents:||8.7 hours|
for the example tasks only,
Documents can do more
|Write contract with client info based on template||4 分钟|
|Send the contract to be signed by client||2 分钟|
|Received signed contract & print||5 分钟|
|Find CEO/Manager to sign||5 分钟|
|CEO/Manager interruption||10 分钟|
|Scan signed contract by both parties||5 分钟|
|Send contract to both parties||1 分钟|
|Tot: 33 min|
|Send template to client & manager||1 分钟|
|Manager sign electronically in one click||1 分钟|
|Everyone gets a copy, document is indexed and stored||0 秒|
|Tot: 2 min|
|While recording a payment, accountant is missing a receipt||30 秒|
|Send an email to ask for the receipt, set a todo for the follow up||60 秒|
|2周后， 发送一个提醒以获得收据||30 秒|
|Once bill received, reopen accounting software to record the expense||120 秒|
|Store the receipt in DMS or print it||0 秒|
|Find the payment to reconcile it with the missing receipt||90 秒|
|Tot: 390 sec|
|Send a “missing document” request on Receipt 2018/0021||20 秒|
|Follow ups are automated||0 秒|
|Receipt is processed automatically (AI) and stored at the right place||0 秒|
|Tot: 100 sec|
|Interrupt your current task as you need a logo||60 秒|
|Send an email to designer||65 秒|
|Tot: 225 sec|
|Tot: 30 sec|
|一次验证10个票据 （扫描票据，以邮件发送，等待回复）||22 分钟|
|Store and index bills||3 分钟|
|Tot: 62 min|
|Email gateway process 20 bills for you||0 秒|
|AI 帮您处理所有的账单||0 秒|
|Validation of 50 bills that are pre-recorded||7 分钟|
|一次验证10个票据 （使用自动跟催功能，一键操作）||3 分钟|
|Tot: 12 min|
|向应聘者询问信息 （SSN, 工作开始日期，等）||6 分钟|
|Prepare employment contract, save as PDF, send to applicant||15 分钟|
|Receive signed version by applicant, answer email, print it||5 分钟|
|Go to manager office, interrupt him (2x), request a signature||15 分钟|
|Record contract. Scan document signed by both, send to applicant, upload in DMS||3 分钟|
|Send fully signed contract to payroll company||1 分钟|
|First day: meeting to read company policies, print, scan signed docs||35 分钟|
|Tot: 78 min|
|Click “Send company policies”||10 秒|
|Tot: 75 sec|
With Documents, everything is where you need it, instantly available. Keep track of all your files and never lose one, all of them are organized and stored in the same place, safe and secure.
全面地 集成 于其他 Odoo 的应用功能模块