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Document Management System

by
Bringsvor Consulting AS, Torvald Bringsvor
- 10/01/2024 21:54:55
Hi

The Documents app from Odoo seems great in presentations, but I think there is something I am missing...

Our customer wants to have one workspace for everything related to a customer project, from the time it is created as a lead to the paid invoice, including sales ordes, delivery orders, drawings/other documentation. As you can see some of this is generated outside of Odoo, that must be handled manually, but how can I configure Odoo to create a workspace when a lead is created for example? Seems invoices are supported somehow, but can't find much information on how to use this app.


Torvald Baade Bringsvor
Bringsvor Consulting AS - Developer, consultant, allrounder

Tel (+47) 4548 2848