Document Management

  • Classic Document Management Solutions

    Faced with the need to organize documents, companies have looked at a number of document management solutions that are promoted today, from simple email archiving to complete electronic management systems dedicated to arbitrary documents.

    Unfortunately, these solutions have not always been very useful because they are too little integrated in company's management systems. Most solutions that we have come across, are underused by the employees – often used by some of them but not by all.

  • Document Management

  • Document Management System

    This is a complete document management system.

    • User Authentication
    • Document Indexation:- .pptx and .docx files are not supported in Windows platform.
    • Dashboard for Document that includes:
      • New Files (list)
      • Files by Resource Type (graph)
      • Files by Partner (graph)
      • Files Size by Month (graph)
  • Internal and External Access using FTP

    The first configuration step is to create a directory structure that will be used to classify your document set. You can use the structure automatically proposed by Odoo ERPOnline from the menu Knowledge > Configuration > Document Management > Directories' Structure.

  • Managing Attachments

    As you see, you can connect any directory in the document management system to an Odoo ERPOnline resource. The system then manages its creation and keeps the directory synchronized with the reports generated by Odoo ERPOnline from its own data. You do not have to create or rename these directories because Odoo ERPOnline does all this automatically as it resynchronizes with its own database.

  • Mapping between Odoo ERPOnline Resources and Directories

    Each directory can either have the type Static or Folders per resource. A static directory, as with operating systems, is the classic directory that can contain a set of files. On the other hand, the directories linked to systems resources automatically possess sub-directories for each of the resource types defined in the parent directory.

  • Optimizing Document Management

    All documents produced by Odoo ERPOnline are automatically indexed and classified for maximum efficiency. There is an ultra-rapid access to documents, which are directly available from your email client or the company management software. The user access rights are managed just the same way as those that are available in the company management system. All these features help you to get the best out of Odoo ERPOnline's document management system.

  • Share any Document

    This module adds generic sharing tools to your current Odoo ERPOnline database.

    It specifically adds a 'share' button that is available in the Web client to share any kind of Odoo ERPOnline data with colleagues, customers, friends.

    The system will work by creating new users and groups on the fly, and by combining the appropriate access rights and ir.rules to ensure that the shared users only have access to the data that has been shared with them.

    This is extremely useful for collaborative work, knowledge sharing, synchronization with other companies.

  • Standardizing Structures

    You now have a configuration that enables you to automatically get a directory structure linked to Odoo ERPOnline for each resource, such as for projects and orders. The ideal situation would now be to automatically structure the documents about projects, say for example, you could classify them depending on their type:

  • The Importance of Good Document Management

    Globalization means that workplaces are ever more geographically dispersed. This means that documents are also used more than ever by people in several countries and continents for communicating and collaborating.

    You will see communication problems even between employees in the same office because they do not have easy access to the documents that they need. You find some documents kept by someone in the accounts office, shared directories that serve everybody, some documents in paper form, others in electronic form – quite a free-for-all.

  • The Odoo ERPOnline Solution

    Odoo ERPOnline's management of documents is unique and totally innovative in its integrated approach. Its complete integration with the company's management system solves most of the problems that are encountered when you use independent document management systems:

  • Virtual Files

    The most well-organized companies keep track of all the documents they have sent to customers in their document management system. It is very useful to be able to retrieve every document about a customer or a project. But the work of storing these documents can itself often take up quite a bit of time for staff. Each report must be saved in the document management system as well as be sent by email to the customer.

    That is not the case in Odoo ERPOnline. To automatically make Odoo ERPOnline reports available in the FTP server, Odoo ERPOnline automatically uses virtual files. You can put virtual files into directories that have the special type of linked resource and link the virtual files to Odoo ERPOnline's reports.

ERPOnline được xây dựng & phát triển trên nền tảng phần mềm nguồn mở Odoo (tên cũ là OpenERP) cho phép các Tổ chức, Doanh nghiệp triển khai & ứng dụng phần mềm Hoạch định Nguồn lực Doanh nghiệp (ERP) và Quản lý Quan hệ Khách hàng (CRM) trực tuyến dưới hình thức SaaS (Software as a Service - Phần mềm kiểu Dịch vụ) với chi phí mà mọi tổ chức và doanh nghiệp đều chấp nhận được.
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