Document Management Module Training in Odoo
Course group: Information and Communication Technologies, Computer Use
Objective: Using Odoo’s document management modules at a key user level.
Course Description
- User profile, Odoo views, creating filters, user default settings, dashboard, followers, messages, and activity log.
- Core settings.
- File management, creating and sharing folders. Collecting documents from other modules. Tagging. Compatibility with other modules.
- Templates. Creating and managing articles, hierarchical folder-based structure, assigning permissions, keyword-based search and filtering.
- Document preparation, creating and configuring templates, adding additional fields to documents. Signature tracking.
- Creating spreadsheets and visualising data in the dashboard module.
- Client-specific examples.
Learning Outcomes
Upon completion, the participant:
- Understands the structure and core settings of the modules.
- Can manage documents, add files, create and structure folders, share documents, and assign permissions.
- Can configure automatic document collection from various modules. Can tag documents. Understands the options for linking documents with other modules.
- Can create and manage articles, organise them using a hierarchical folder-based structure, assign access permissions, and use keyword-based search and filtering.
- Can prepare signable documents. Can create and format templates. Can send documents for signing and track signature status.
- Can create spreadsheets, visualise data, and display them in the dashboard module.
Course Details
- Volume: 5 academic hours total, of which 2.5 hours are independent work and practical exercises.
- Language: English
- Duration: up to 1 month
- Price per participant: €300 + VAT
Completion Requirements
Participants who achieve the learning outcomes and successfully pass the assessment receive a certificate. Those who do not participate in the assessment or do not pass receive an attendance confirmation. An attendance confirmation is also issued if the participant discontinues the course — in that case, only the topics attended are listed.