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 Odoo Documents for SMEs - SL Software Solutions

Organise, Share, Approve, and Manage Business Documents in One Place


Move from Scattered Files to a More Organised Digital Document Workflow

Odoo Documents helps your business manage files, contracts, bills, receipts, forms, and supporting documents in one central system.


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Connected Business Environment

What You Can Manage with Odoo Applications

Odoo Documents helps your business centralise and manage important files in a more structured way.

Upload Files

Manage Approvals

Apply Tags


Share Files

Request Missing Documents

 

Organise Documents by Workspace

Sign Documents

Problems & Challenges

Many SMEs still manage documents manually or across too many different places. As the business grows, this can create delays, confusion, and missing information.

6. Paperwork slows down digitalisation

Even when the business uses software, manual documents can still create bottlenecks.

5. Access control is not well managed

Sensitive documents may be shared too widely, while important files may not be accessible to the right people.

4. No clear document ownership

Teams may not know who uploaded a file, who needs to review it, or which version is the latest.

3. Approval processes take too long

Documents may need to be printed, signed, scanned, emailed, and followed up manually.

2. Missing documents delay accounting and approvals

The accounts or admin team may need to keep asking staff, customers, or suppliers for missing files.

1. Documents are scattered everywhere

Files may be stored in email, WhatsApp, staff laptops, shared folders, paper files, or personal drives.




Tailored Implementation

Making Odoo Work Better for Your Business

At SL Software Solutions Sdn Bhd, we help your business implement Odoo Documents as part of a more organised digital workflow.

Understand

We begin by understanding how your team currently handles documents, including supplier bills, customer contracts, receipts, HR files, project files, approval documents, and internal records. From there, we identify where documents are being lost, duplicated, delayed, or handled manually.

Recommend

We then help recommend the right Odoo setup based on your business needs. This may include document workspaces, tags, access rights, approval flow, document request process, e-signature workflow, and integration with Accounting, Sales, Purchase, HR, Project, or other Odoo apps.

Configure

Our team helps configure the system, train your users, and support your team after implementation. The goal is to make document management practical, structured, and easier for your staff to follow.

Key Odoo Features

Discover the built-in capabilities that streamline your tasks.

Central Document HubWorkspaces and TagsAccess RightsDocument SharingMissing Document RequestsOnline Signature RequestAutomated ActionsPDF SplittingMore

Central Document Hub

Stores business documents in one organised digital platform.

Your team can reduce scattered files and find important documents more easily.

Odoo Documents Malaysia digital document management system

 

Workspaces and Tags

Organises documents by department, process, category, or business purpose using workspaces and tags.

Files become easier to search, filter, and manage across teams.

 

 

Access Rights

Controls who can view, edit, share, or manage specific documents and workspaces.

Sensitive information can be better protected while still giving access to the right users.
SME document management system with access control

 

Document Sharing

Allows files or folders to be shared with colleagues, customers, vendors, or external parties.

Your team can collaborate more easily without sending multiple file versions manually..

 Odoo Documents dashboard for paperless office workflow

 

Missing Document Requests

Lets users request missing documents and follow up more systematically.

Helps reduce delays caused by missing receipts, bills, forms, or supporting documents.

 

Online Signature Request

Allows your team to request signatures for documents digitally.

Reduces the need to print, sign, scan, and email documents manually.
Digital contract signing and document sharing using Odoo


Automated Actions

Can trigger actions such as creating tasks, expenses, or vendor bills based on document workflow.

Helps reduce repetitive manual work and improves process consistency.
Digital filing and document approval system in Malaysia

 

PDF Splitting

Allows multi-page PDFs to be split into separate documents.

Useful when handling batches of scanned documents, bills, receipts, or forms.

 

More

AI Bill Processing

Helps capture information from PDF or image files to support vendor bill processing.

Reduces manual data entry and helps the accounts team process documents faster.

Integration with Odoo Apps

Connects documents with Odoo apps such as Accounting, Sign, Project, Employees, and more.

Documents are not only stored, but also connected to real business processes.



Before vs After Using Odoo


Experience the operational upgrade when moving to an integrated management suite.

BEFORE ODOO

 Documents are scattered across email, folders, paper files, and WhatsApp

 Staff spend too much time searching for files

 Missing receipts, bills, or contracts delay work

 Approvals and signatures depend on manual follow-up

 Sensitive files are difficult to control properly

AFTER ODOO

 Documents are stored and organised in one system

 Files are easier to search, share, and manage

 Missing documents can be requested more systematically

 Signature and approval workflows become more efficient

 Access rights help improve document control

Who Is This Application Suitable For?

1. SMEs still using paper files or scattered folders

Suitable for companies that want to move toward a more digital document process.

2. Accounting and finance teams

Helps manage supplier bills, receipts, payment documents, supporting files, and approval records.

3. HR and admin teams

Useful for employee documents, forms, contracts, policy files, and internal records.

4. Sales and customer service teams

Helps manage customer contracts, quotations, signed documents, and supporting files.

5. Project-based businesses

Useful for organising project files, drawings, service records, reports, and customer documents.

6. Management teams that need better document control

Helps improve visibility, access rights, approval tracking, and file organisation.

Related Odoo Applications

Odoo works as a modular system. Start with Documents, and expand seamlessly into operational departments.

Project

Helps monitor project cost, progress, workload, and performance.

Learn more

Purchase

Useful for supplier spending, purchase trends, and procurement control.

Learn more

Inventory

Helps review stock movement, product availability, stock value, and inventory planning.

Learn more

Our Process


Discovery

We learn about your business, industry, current process, and key challenges.

Analysis

We review your workflow and identify improvement areas, system needs, and possible risks.

Recommendation

We propose the right Odoo modules, structure, and implementation direction based on your business requirements.

Planning

We help you prepare for implementation, optimization, or system enhancement.

Ongoing Advisory

As your business grows, we continue to provide guidance for improvement and scalability.

Why Choose SL Software? 

Practical Training

We focus on real usage, not theory.

Simple & Clear Explanation

We make complex processes easy to understand.

Tailored to Your Business

Training is based on your workflow.

Ongoing Support

We help your team even after training ends.

Frequently Asked Questions



Ready to Organise Your Business Documents Better?

Talk to SL Software Solutions and let us help you plan a practical document management workflow using Odoo Documents. We will review your current filing process, identify improvement areas, and recommend a setup that helps your team work faster and stay organised.


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