Odoo module
Odoo DMS (the Documents app) makes document management part of your ERP: every document sits in one searchable workspace tied to its business process.
Invoices, contracts, HR records, project files and compliance certificates live in one digital hub. Create workspaces for Finance, HR, Legal, Projects and Sales, and tag, categorise and filter instantly. No hunting through email for the signed contract.
Odoo Sign works directly with DMS: define signing sequences and roles, set reminders and track completion. Recipients sign from any device without an Odoo login, and each signature is logged with a cryptographic trail, optional SMS verification and geolocation.
Describe sorting rules in natural language, for example file insurance documents in Legal and assign review to the compliance manager, and Odoo files incoming documents accordingly. Emails to a designated address create documents automatically.
The recognition engine extracts data from uploaded documents and triggers actions: a vendor invoice PDF becomes an accounting entry and a purchase order PDF creates a record. Rules can route documents, create tasks or start approvals.
Accounting: a vendor bill PDF becomes a draft journal entry linked to the original. HR: contracts, ID proofs and certificates with expiry reminders. Projects: files attached to tasks. Every action is logged for ISO, GDPR or internal audit.
Document workspaces follow your organisation.
Approval workflows follow your real sign-off process.
Retention policies follow Indian regulatory requirements.
For pharma, healthcare and financial services: mandatory review stages, expiry alerts and audit trails.
Yes. Odoo has progressively added AI such as smart lead scoring, website content generation, predictive analytics, automated data extraction and intelligent suggestions across modules, expanding with each version.
Yes. Odoo Studio, available in Enterprise, lets you create forms, reports, print formats and dashboards by drag and drop, automate actions, add fields and design workflows without code.
Yes. Odoo Enterprise manages several subsidiaries or branches from one database with inter-company transactions, consolidated reporting, multi-currency accounting and company-specific settings.
Related
The other services in this section, and related pages from TCB Infotech.
Free consultation. We tell you if Odoo is not the right fit.
