文档
预览
Online preview of most file formats: PDF, images, videos.
聊天
评论文件,标签人员或创建下一个活动以跟踪要对文件执行的事务。
链接
Upload regular files, or create documents as links (e.g. Google Doc files)
Owners & Contacts
Assign documents to users, customers/vendors or Odoo documents (invoices, task, product, ...)
组织
文档夹
Hierarchical folders allows to define workspace having their own set of tags and actions
标签
设置多个标签以构建每个文件夹內的文档
资源
Documents linked to resources (invoices, tasks) are integrated in the document management system
简易过滤
定义您的个人过滤器,将最常用的过滤器并与其他用户共享的过滤器中
拆分PDF
将多页PDF拆分为多个文档;在批量扫描文件时非常有用。
Work in Batch
马上对同一组文档进行标记,预览或启动操作,以分批工作。
归档
此处可以对文档进行存档或删除。为了保险起见,请先存档文档,再进行删除
访问权限
针对每个文件夹均可以轻松定义访问权限
合作
分享文档夹
共享文件夹予外来的用户(已登录或沒有登录者),并允许他们上载新文件
分享文件
与客户/供应商共享并同时协作多个文档。在已共享的文档上设置有效日期。
电子邮件网关
Allow people to create documents by sending an email. Define rules to set tags and folders automatically according to the email.
Workflows
Customized Actions
Define automated actions per folders, contacts and/or tasks: create documents, process bills, sign, organize files, etc.
锁定/解锁
可以锁定一个文档,来提示其他用户,这个文档正在被修改
请求文档
可以创建“丢失文档”类型,并把它们按照文件的方式来管理,以便提醒用户上传这类文档
Validation Process
简易使用标签和自动操作实现自定义验证流程。
集成
项目管理
Create tasks from documents in just a few clicks. (e.g. specification of a task to be converted).
电子签名
Integrate Odoo Documents with Odoo Sign to sign documents, or request signatures in just a few clicks.
Vendor Bills
Create vendor bills from PDF or Images documents in just a click. The Artificial Intelligence engine will process bills automatically.
PLM
Integrate documents with the PLM to track versions of plans or worksheet on the product form, or engineering change orders.