Documents
Preview
Instant online preview for most file formats: PDFs, images, videos, and more.
Chat
Discuss documents, tag people, or create follow-up activities to track actions related to a document.
Links
Upload regular files or create document links (e.g., Google Docs) to easily share and access content.
Owners & Contacts
Assign documents or Bridge ERP records like invoices, tasks, and more to users, customers, or vendors for efficient tracking and management.
Spreadsheets
Create new spreadsheets or edit existing ones directly within Odoo for seamless document management and collaboration.
Organize
Folders
Hierarchical folders enable you to organize your workspace with custom tags and actions, streamlining document management and enhancing workflow efficiency.
Tags
Assign multiple tags to organize and categorize documents within folders, making it easier to filter and access the information you need.
Resources
Documents linked to resources (invoices, tasks) are integrated in the document management system
Easy filters
Define your filters and save the most used ones into favorite filters you can share with other users.
Split PDFs
Easily split multi-page PDFs into separate documents, ideal for organizing scanned batches and improving document management efficiency.
Work in Batch
Tag, preview, or execute actions on multiple documents at once, streamlining your workflow and saving time with batch processing.
Trash
Deleted documents are kept in the system's trash for 30 days, allowing you to restore them before they are permanently deleted.
Access Rights
Access rights can be easily customized for each folder, ensuring that only authorized users can view or edit specific documents.
Collaborate
Share Folders
Grant access to external users by providing them with the ability to preview, download, and upload new documents directly from the shared workspace portal, while controlling permissions for security and privacy.
Share Documents
Easily share a list of documents with customers and vendors for seamless collaboration. You can also set a validity date on shared documents to ensure timely access and control over document availability.
Email Gateway
Configure your scanner to send PDFs directly to a specific email address, and watch as the scanned files appear automatically in your workspace. You can also define rules to automatically categorize these files by assigning tags and placing them into appropriate folders based on the email details.
Workflows
Customized Actions
Define automated actions for folders, contacts, and tasks to streamline your workflow. For example, you can automatically create documents, process bills, send for signatures, or organize files based on specific conditions or triggers, ensuring everything is handled efficiently without manual intervention.
Lock / Unlock
Lock a file to notify other users that it is currently being edited. This feature ensures that no one else can modify the document simultaneously, preventing conflicts and maintaining data integrity.
Document Requests
Create "missing documents" to serve as reminders for users to upload specific files. These placeholders can be organized like regular documents and act as a task reminder to ensure important files are uploaded on time.
Validation Process
Easily implement custom validation processes with tags and automated actions.
Integration
Project
Project management - Create tasks from documents. (e.g. specification of a task to be converted).
Sign
Electronic Signature - Integrate Odoo Documents with Bridge ERP Sign to sign documents or request signatures.
Invoicing
Create vendor bills from PDF or Images documents. 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.