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Documents

Store, preview, share, and automate your documents—all within one unified platform. Categorize by workspace, tag files, and control access for optimal organization.

Overview

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.

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Workspace Organization & Tagging
Workspace Organization & Tagging

Group documents into dedicated workspaces—like company, personal, or shared—and apply custom tags for quick retrieval.

Preview & Chat Inside Documents
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, 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
Digital Document Requests

Send “missing document” requests with reminders to teammates or clients—complete with deadlines and auto follow-ups.

Secure Sharing & Access Control
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
Integration with 80+ Odoo Apps

Link docs to Sales, Purchase, HR, Projects, PLM, Sign, and more—ensuring files are contextually stored and traceable.

Everything you need

Erase File Friction

Replace scattered docs, email attachments, and local folders with a unified, searchable document hub.

Automated & Enhanced workflows

OCR, automated processing, and reminders reduce manual tasks, streamline approvals, and free up time.

Collaborate Securely

Shared workspaces, chat, and access controls empower teams to work together confidently and compliantly.

Traceable & Regulatory-ready

Audit-friendly version control, logs, and controlled sharing ensure compliance and data security.

Grow without Limits

From small shared folders to complex, multi-workspace setups, the solution scales as your business expands.

Implementation Support by Dekad

We configure spaces, access rules, integrations, automations, and train your team to maximize usage and compliance.