Odoo 13 Document Management System
Odoo ERP software is a simple way to handle all types of transactions along with saving records in a document form. In Odoo Document management, often referred to as Odoo Document Management Systems (DMS), is the use of a computer system and software to easily share, send, save, store, manage and track electronic documents.
Odoo Document Management System also called a Content Management System. Odoo Document Management System is used to hold business documents like vendor bills, tasks, and product sheets.
In this article, you are going to discuss the “Odoo 13 Document Management System”. Odoo Document Management System is used to reducing lots of paperwork and give formative smooth access to information.
In business, Document Management Software is used to saving time means saving money. An ideal document management system should provide the following features:
>>Create Documents using Templates
>>Link Document to records in System
>>Link to ERP/ CRM system
>>Forward, Move, Share Documents
First of all, you can install the Document module in your instance.
Now you can fill the following required fields like enter the URL or copy text, Share type, Name of the share link, tick the checkbox of allows to, document validity time, workspace then click on the Done button to save all the required fields information.
In Odoo Document modules you have various options like-
Now you can download, share, replace and lock any document or video link. At that time you can add the new tag by clicking on the Add a tag button.
a) Deprecate Documents– Deprecate document means disapproval of documents.
c) Review Documents- When you click on the review button at that time, you can find all the reviews of the sent documents.
d.) Request a signature and sign directly: Now you can send a signature request and sign directly in the documents.
In Odoo Document Management Software, you can easily find files using tags and labels. At the same time, you want to search for a specific file, now you can easily search for it and filter the results.
Whenever you need to add any additional documents is just clicking on the Request Document button. Now you can fill all required fields like name, owner, contact, due date in, activity type, workspace, tag and click on the request button.