Uploading and Organising
Keep documents organised by workspace and tag for fast retrieval.
Upload a document
Click Upload in the top left to upload one or more files. Alternatively, drag and drop files directly onto the Documents view. After uploading, assign the document to a workspace, add tags, and link it to an Odoo record (customer, employee, project) if relevant.
Workspaces and permissions
Create workspaces for each functional area: HR Documents, Finance, Sales Contracts, Quality Certificates, Legal. For each workspace, set read and write access by job position or individual user. Sensitive workspaces like HR or Finance should be restricted to relevant staff only.
Share documents externally
Click Share on any document to generate a secure link. Configure: expiry date, download or upload permission, and email notification when accessed. Send the link to a customer, vendor, or auditor. They access the document directly — no Odoo account needed. The share activity log records every access.