{"id":1678,"date":"2019-06-04T11:27:28","date_gmt":"2019-06-04T05:57:28","guid":{"rendered":"http:\/\/blog.tenthplanet.in\/?p=1678"},"modified":"2026-03-03T10:14:22","modified_gmt":"2026-03-03T10:14:22","slug":"handle-the-documents-maintained-in-an-organization-using-odoo-erp","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/blogs\/handle-the-documents-maintained-in-an-organization-using-odoo-erp\/","title":{"rendered":"Handle the Documents maintained in an Organization using Odoo ERP"},"content":{"rendered":"<p>Odoo ERP provides a module to manage all the documents associated with an Organization. This makes the work easier, and also it makes sure that the documents are safe.<\/p>\n<p>Also, sub documents or child documents can be created under one parent document. By this, different departments can maintain different documents under their department name. Hence, this can be used for a whole Organization or for a particular team also.<\/p>\n<p>A bulk of documents can also be imported directly in the form of Excel sheets.<\/p>\n<h3>Document creation in Odoo<\/h3>\n<p>A document can be handled by all the <a href=\"https:\/\/tenthplanet.in\/odoo\/product\/modules\/employee-management\/\">Employees<\/a> or a particular team. The child or the parent documents can be added, and the corresponding Employee\u2019s name will also be stored for further reference.<\/p>\n<p>In <a href=\"https:\/\/tenthplanet.in\/odoo\/\">Odoo<\/a>, a document is created by entering the name, content of the document and any extra description if necessary.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1679\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Mangement_img1.png\" alt=\"\" width=\"1077\" height=\"656\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Mangement_img1.png 1077w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Mangement_img1-300x183.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Mangement_img1-1024x624.png 1024w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Mangement_img1-768x468.png 768w\" sizes=\"auto, (max-width: 1077px) 100vw, 1077px\" \/><\/p>\n<p>A child document can be mapped to the parent document by again entering the document details, such as:<\/p>\n<ul>\n<li>Name<\/li>\n<li>Description<\/li>\n<li>Content<\/li>\n<li>Parent document<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1680\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img2.png\" alt=\"\" width=\"1075\" height=\"190\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img2.png 1075w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img2-300x53.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img2-1024x181.png 1024w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img2-768x136.png 768w\" sizes=\"auto, (max-width: 1075px) 100vw, 1075px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1681\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img3.png\" alt=\"\" width=\"1066\" height=\"798\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img3.png 1066w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img3-300x225.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img3-1024x767.png 1024w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img3-768x575.png 768w\" sizes=\"auto, (max-width: 1066px) 100vw, 1066px\" \/><\/p>\n<p>The child document can be added one below the other and the Child Count will be updated accordingly. Also, the following details will also be updated:<\/p>\n<ul>\n<li><strong>Created By<\/strong> : the user who created the child document.<\/li>\n<li><strong>Created On<\/strong> : the date on which the document was created.<\/li>\n<li><strong>Last updated by<\/strong> : the employee who updated the document recently.<\/li>\n<li><strong>Last updated on<\/strong> : the date on which the document was lastly updated.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1682\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img4.png\" alt=\"\" width=\"1064\" height=\"183\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img4.png 1064w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img4-300x52.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img4-1024x176.png 1024w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img4-768x132.png 768w\" sizes=\"auto, (max-width: 1064px) 100vw, 1064px\" \/><\/p>\n<p>Hence, by this, clear information of which Employee updated on what date is stored.<\/p>\n<p>Once this mapping is done, the file attachments can be done. Click on the Attachments tab at the top of the screen and add the document accordingly.<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1683\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img5.png\" alt=\"\" width=\"301\" height=\"157\" \/><br \/>\nViewing the Documents<\/h3>\n<p>The document can be marked in different colors for a differentiation between the documents. The documents can be viewed in Kanban and List view.<\/p>\n<p>In the Kanban view of the documents, the documents are displayed based on the Month that the document was created.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1684\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img6.png\" alt=\"\" width=\"1002\" height=\"225\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img6.png 1002w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img6-300x67.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img6-768x172.png 768w\" sizes=\"auto, (max-width: 1002px) 100vw, 1002px\" \/><\/p>\n<p>The number of child documents for that parent document is also displayed in the form of numbers.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1685\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img8.png\" alt=\"\" width=\"331\" height=\"248\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img8.png 331w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img8-300x225.png 300w\" sizes=\"auto, (max-width: 331px) 100vw, 331px\" \/><\/p>\n<p>The documents can be grouped and filtered according to the Parent, Child, etc.,<\/p>\n<h3>Import Documents<\/h3>\n<p>A bulk of documents can be imported in the form of Excel sheets.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1686\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img11.png\" alt=\"\" width=\"1201\" height=\"549\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img11.png 1201w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img11-300x137.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img11-1024x468.png 1024w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img11-768x351.png 768w\" sizes=\"auto, (max-width: 1201px) 100vw, 1201px\" \/><\/p>\n<p>The Excel sheet has to be mapped according to the parent documents and the field in the document.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1687\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img13.png\" alt=\"\" width=\"833\" height=\"337\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img13.png 833w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img13-300x121.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/06\/Odoo_Document_Management_img13-768x311.png 768w\" sizes=\"auto, (max-width: 833px) 100vw, 833px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo ERP provides a module to manage all the documents associated with an Organization<\/p>\n","protected":false},"author":23,"featured_media":1806,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[23,121,122],"class_list":["post-1678","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-odoo","tag-odoo","tag-odoo-document-management","tag-odoo-documentation"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/1678","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/comments?post=1678"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/1678\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media\/1806"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media?parent=1678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/categories?post=1678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/tags?post=1678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}