Odoo Documents, every file filed once.
Odoo Documents keeps bills, contracts, employee files and project papers in folders linked to the records they belong to, with access set per department. We implement it for Gulf companies moving off shared drives and email attachments, starting with finance and HR where auditors and ministries ask for files most.
What Odoo Documents does
The standard 20 Enterprise feature set we configure, train on and support.
Folders and tags
Folders per department or company with tags for document type, period and status, and access rights set per folder, user group or single document.
Centralized attachments
Bills, payslips, employee files, signed contracts and project files from other Odoo apps land in the matching folder once centralization is enabled for that app.
Workflow actions
Actions on folders and tags create a vendor bill, an expense, a project task or a signature request from a file, then move it to the next stage.
OCR and digitization
Scanned bills and receipts sent to a folder email alias are read by OCR, which fills the vendor, dates, amounts and taxes on a draft bill for review.
Sharing and requests
Share links with expiry dates for outside parties, upload links for files you are waiting on, and document requests assigned to an employee with a due date.
PDF tools and spreadsheets
Split PDFs page by page into separate documents, keep previous versions when a file is replaced, and build Odoo spreadsheets with live data beside the source files.
Configured for Kuwait, the GCC and Egypt
The local rules we set up and keep current for Odoo Documents, so the system matches the regulator and the way people here work.
Why an Official Odoo Partner matters- Retention for tax auditsSaudi VAT rules require records for at least six years and UAE tax law at least five, so finance folders keep the source file for every posted entry.
- Employee and residency filesHR folders for civil ID, iqama or Emirates ID, passport and work permit copies, with access limited to HR and renewal activities scheduled before expiry.
- Company licensesFolders for commercial registrations, trade licenses and municipality permits in each country, tagged by expiry year so renewals are visible in one place.
- Arabic file names and searchArabic folder names, tags and file names with a right-to-left interface, so staff file and search documents in the language they work in.
What IT Horizon adds on top of Odoo Documents
Modules and services we built from real Gulf implementations, written to Odoo guidelines so they upgrade with the platform.
ITH Document Control
A cancelled invoice keeps its cancellation document and the customer acknowledgement of the stamped invoice, so the audit trail for each sale stays complete.
ITH Workflow
Approval chains on contracts and vendor bills with ordered steps, deadlines and escalation, and a printed approval sheet showing who signed each step.
Migration and training
We map your shared drive to Odoo folders and tags, import the files in bulk and train each department as an Official Odoo Learning Partner.
Works with
Odoo apps share one database, so Documents exchanges data with these apps without connectors.
Questions, answered.
Yes. We map your current folder structure to Odoo folders and tags, import the files in bulk and link finance and HR files to their records where the file names allow it. Most clients archive older folders and migrate only the last few years.
Access is set per folder and can be narrowed per document, so HR files stay with HR and board papers stay with directors. Outside parties see only what you share through a link, and each link can expire on a date you choose.
Yes. Files dropped into the finance folder or sent to its email alias become draft vendor bills, and OCR fills the vendor, invoice number, dates, amounts and taxes. An accountant checks and posts each bill, so nothing reaches the ledger unreviewed. OCR runs on prepaid credits.
Yes. Any PDF in Documents can become a signature request in Odoo Sign: place the fields, add the signers and send. The signed copy with its certificate of completion comes back to the same folder.
Yes, finance is where most clients start. Bills, receipts, bank statements and audit requests sit in folders linked to the entries they support, so an auditor opens the source file from the journal item instead of asking for a copy.
Put every file next to its transaction.
Tell us where your documents live today and which departments share them, and we will propose a folder and access structure.