You know what documents you have, where they are and who owns them
Business Plus Documents shows you in advance which documents expire and which are missing — per partner, employee or vehicle — and you request them, with a due date, from the right people, right inside Odoo. Plus classification, ownership, access, retention and GDPR.
Part of the Business Plus package.
Missing documents
See which documents are missing for each partner, employee or vehicle and request them, with a due date, right from Odoo.
Centralised document register
Documents, categories, types, owners, key dates and the related files, all in one place.
Controlled classification
Configurable document categories and types, aligned with the way your organisation works.
Automatic alerts
For expiries, renewals and important deadlines.
Access control
You decide who can view and who can edit each document.
Multiple attachments
Main document, drafts, signed versions, annexes and supporting files, all tied to the same record.
Departmental workspaces
Finance, HR, Legal and other teams manage their own documents without global permissions.
Controlled retention
Define how long each document type must be kept, find the records that have reached their term and delete them automatically.
Integrated with your Odoo processes
Functional packages for HR, accounting, projects, fleet and other areas.
GDPR and document governance
In the advanced packages.
Upload the document and AI fills in its data for you
AI reading extracts the issuer, the dates and the validity from the file and fills in the document metadata in Odoo. You just check and confirm: no typing, no copy errors, more documents registered in the same time.
And when a document is missing, Termi asks for it
Termi, the Business Plus follow-up agent, requests documents, files and signatures from the right people, reminds on time and does not give up until they arrive. Included in the Premium package.
Time
- No more searching through folders, e-mails and separate applications.
- Shared categories, types and rules make processes consistent.
- Documents become structured information you can analyse.
Risk
- Fewer expired or missing documents, through alerts and clear ownership.
- No uncontrolled data hoarding, through clear retention policies.
- Destruction follows a traceable process, not ad-hoc deletions.
Control
- Clear view and edit permissions.
- Departmental administration without losing control.
- GDPR and internal policies across the whole document life cycle.
You know what documents you have. Where they are. Who owns them. Who has access. How long they must be kept — and when they must be destroyed.
Licence · Analysis · Configuration · Training · Go-live — all included. Target: live in 2 days.
Is it a separate program from Odoo?
No. Business Plus Documents is a set of Odoo apps: you work in the same Odoo, with the same menus, users and rights. Your data stays in your Odoo database.