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Finance

Documents

✳︎ Document management with workflows

A shared document space with tags, workspaces and approval workflows. Incoming supplier invoices can be scanned, recognized and turned into accounting entries directly from the document inbox - paper stops at the scanner.

INBOX TO WORKSPACES
SCANNER INBOXWORKSPACESEVERY FILE FINDS ITS WORKSPACE AND ITS WORKFLOW
TAGS + RIGHTSOCR INSIDE
Paper stops at the scanner

Documents are where processes go to hide: the supplier invoice in one inbox, the signed contract in another, the certificate on a desk. Odoo Documents gives them one home with workspaces, tags and access rights, and then puts them to work: a scanned supplier invoice is recognized by OCR and becomes a draft accounting entry straight from the inbox.

Documents move themselves - people only decide.

Approval and validation workflows move files without email chains, and document requests chase missing paperwork automatically: the system politely asks the vendor for the certificate so you do not have to.

FIG.01 - VALIDATION FLOW
FILE UPLOADEDAPPROVER NOTIFIEDVALIDATED ✓ ENTRY DRAFTEDDOCUMENTS MOVE THEMSELVES - PEOPLE ONLY DECIDE
Technical drawing · document workflow
How it works
the loop runs itself
STEP 01Paper stops at the scanner
STEP 02OCR recognizes the invoice
STEP 03Approval workflow runs
STEP 04Draft entry ready in accounting
1 inbox
scans, emails and uploads land in shared workspaces
OCR
supplier invoices become draft accounting entries
0 chains
approval workflows replace forward-forward-forward email
Auto
document requests chase missing files by themselves
Key capabilities
Spec sheet · 4 functions
Workspaces with tags and access rights
OCR: scanned invoices become draft entries
Approval and validation workflows
Requests: chase missing documents automatically
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
We design your workspaces, tags and access rights, and wire the scanner inbox to accounting.
STEP 2Integrate
Recognized invoices become draft entries in Accounting: the paper trail becomes a data trail.
STEP 3Train✳︎
Your team learns Documents in the training step of our 7-step journey, with your processes documented in your own Knowledge base.
Good to know

Odoo Documents: one module, one shared database, zero double entry.

Odoo Documents is one of the standard applications of the Odoo platform, part of the Finance family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting: information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose it to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Documents for: workspaces with tags and access rights; ocr: scanned invoices become draft entries; approval and validation workflows; requests: chase missing documents automatically. Because the module is part of the platform, every action leaves a clean trail for reporting: managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Documents for companies in Switzerland, France, Germany, the EU and Armenia, including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Documents working on your own processes: on a free demo.
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