— Document Control

Every file lives inside the record that created it.

Contracts, invoices, and HR files governed by the same system running your operations—no parallel folders, no version guesswork, no access ambiguity.

/ What We Deliver

Structured control, not just storage.

Permission tiers and immutable audit trails mean you can prove who accessed a document and when—without building custom tooling or relying on folder naming conventions.

ERP-Native File Linking

Version Control and Audit Trails

Role-Based Access Permissions

Every document attaches directly to the Odoo record that generated it—purchase order, invoice, employee file. No external drive, no broken reference.

Each revision is timestamped and attributed. Compliance reviews pull a complete access history without manual reconstruction or email archaeology.

Finance sees finance documents. HR files stay with HR. Permissions are set at the record level and enforced by the same system managing your workflows.

Medium shot of two professionals at a conference table reviewing documents on a laptop screen under accurate office daylight, structured meeting environment, neutral walls, no casual clothing
Medium shot of two professionals at a conference table reviewing documents on a laptop screen under accurate office daylight, structured meeting environment, neutral walls, no casual clothing
Defined Migration Path

A clear handover, not an open-ended engagement.

Moving from shared drives to a governed DMS is a scoped project: we audit your existing file structure, map it to Odoo's document model, migrate with zero data loss, and hand over with user training complete.

Single-vendor accountability means one point of contact from migration kickoff through post-go-live support—no handoffs between an implementation firm and a separate DMS consultant.

Know exactly where your documents stand.

A document audit maps your current file sprawl against a governed DMS structure. You leave with a clear gap analysis and a migration plan with defined milestones.