Odoo1 min read
Odoo for Professional Services Firms
How consultancies, agencies and IT service firms run on Odoo: CRM to project handoff, timesheets, resource planning, retainers, billing and utilisation reporting.
ERP platform · Odoo
Odoo Documents: every file filed against the record it belongs to
Shared drives and email attachments make documents hard to find and harder to control. Odoo Documents stores files in workspaces linked to customers, vendors, employees and projects, with actions that turn a scanned bill into a draft invoice.
Overview
The short version
We set up workspaces, tags, access rules and actions so documents are filed once, found fast and processed without retyping.
ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.
01
What we configure
Start with the documents that cost the most time: vendor bills, contracts and HR files.
Workspaces and tags
Folders for finance, HR, legal and operations, with tags that make search reliable.
Bill digitisation
Scanned or emailed vendor bills turned into draft bills with OCR, ready for review.
Actions
One-click actions to create a bill, attach to a record, request a signature or move a file.
Access control
Workspace permissions so payroll and contracts are visible only to the right people.
Odoo Sign
Contracts, offers and approvals signed electronically and filed automatically.
02
Inbound email and scanning
Each workspace can have its own email alias, so suppliers send bills straight into finance and nobody forwards attachments by hand. Office scanners can send to the same alias.
OCR uses Odoo's in-app purchase credits. We estimate your monthly volume so the cost is known before go-live.
Process
How we deliver it
- 01
Document audit
Which documents, how many and who needs them.
- 02
Structure
Workspaces, tags and access rules.
- 03
Actions
Bill, contract and HR workflows.
- 04
Migration
Existing files imported and tagged.
- 05
Training
Finance, HR and managers.
Related
Related Odoo services and topics
Integrations
Insights
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FAQ
Frequently asked questions
Can Odoo Documents replace Google Drive or SharePoint?
For documents tied to ERP records, such as bills, contracts and employee files, yes. General team files often stay in Drive or SharePoint, which is fine.
Is OCR included?
Bill digitisation uses paid in-app credits from Odoo. Pricing depends on volume.
Is Documents an Enterprise app?
Documents and Sign have been Enterprise apps. Confirm availability for your version.
Comparisons
Weighing Odoo against alternatives?
Odoo vs SAPIntegrated, extensible suite for SMB and mid-market versus the deepest enterprise ERP ecosystem on the market.Odoo vs Dynamics 365An all-in-one suite versus Microsoft's ERP ecosystem with deep Office, Teams and Power Platform integration.Odoo vs NetSuiteFlexible, lower-cost suite versus a mature cloud-only ERP with strong financials and multi-entity support.
Next step
Still retyping supplier bills?
Tell us your document volumes and we will plan an Odoo Documents setup.