Documents

Odoo Documents is the app used to store, view and manage files inside Odoo, instead of relying on separate file storage tools. It suits businesses that want files linked to the records and folders they belong to, with proper access control.

What Documents does

Files and folders are organised into sections: All, Company, My Drive, Shared with me, Recent and Trash. Selecting a section or folder shows its contents, and files can be opened, moved by drag and drop, or managed with the chatter, which tracks changes and supports communication with internal users and external contacts.

Main capabilities

• Company, personal and shared sections for organising files by ownership and access.
• Access rights controlling who can view or manage a folder’s files.
• File centralisation, which automatically files documents from other apps, such as HR or Payroll, into dedicated folders.
• A configurable deletion delay before trashed files are permanently removed.

Documents also works alongside the Sign app for signing files stored in Odoo.

Frequently asked questions

How long do deleted files stay in the trash?

By default 30 days, though this can be changed under Documents > Configuration > Settings in the Deletion delay field.

Can files from other apps appear automatically in Documents?

Yes, enabling file centralisation for an app, such as Human Resources, automatically organises its files into a dedicated folder.

Need help?

Need help organising Odoo Documents for your business? Contact support@thoughtlogik.com or see our Odoo implementation services.