Documents
Store, preview, share, and automate your documents—all within one unified platform. Categorize by workspace, tag files, and control access for optimal organization.
Centralized, collaborative, and smart document management
At Dekad Software Solutions, the Documents module eliminates paper chaos. It provides a streamlined digital hub for managing contracts, invoices, marketing assets, and HR files—backed by OCR automation and seamless ERP integration.
Workspace Organization & Tagging
Group documents into dedicated workspaces—like company, personal, or shared—and apply custom tags for quick retrieval.
Preview & Chat Inside Documents
View PDFs, images, videos, spreadsheets inline. Use chatter to collaborate, assign tasks, or add notes without exporting.
Split, Merge & OCR Process
Split PDFs, merge files, and let AI extract data from invoices or bills to auto-create vendor/customer entries.
Digital Document Requests
Send “missing document” requests with reminders to teammates or clients—complete with deadlines and auto follow-ups.
Secure Sharing & Access Control
Share documents or folders with internal users or external guests—set roles, expiration dates, and permissions.
Integration with 80+ Odoo Apps
Link docs to Sales, Purchase, HR, Projects, PLM, Sign, and more—ensuring files are contextually stored and traceable.