Managing documents across various records can be time-consuming, especially when the same document needs to be attached to multiple records. The Multi Record Document feature allows businesses to attach a single document to multiple records at once, streamlining the document management process. This feature ensures that important files, such as contracts or policies, can be easily attached to related records, saving time and reducing repetitive actions.
This feature improves operational efficiency by reducing the need for manual document handling and ensures that all relevant records are consistently updated with the necessary documents.
Functionality at a glance:
- Allows businesses to attach a single document to multiple records at once.
- Improves document management efficiency by reducing repetitive actions in document handling.
- Ensures that all related records are consistently updated with important documents.
- Simplifies the process of managing documents across various records, such as contracts, policies, or agreements.
- Integrates seamlessly with Odoo’s document and record management systems.
This feature is particularly useful for businesses that handle large volumes of documents across multiple departments, such as legal firms, HR teams, or compliance-based organizations.
Example Use Case:
An HR department can use the Multi Record Document feature to attach company-wide policies or employee agreements to all relevant employee records simultaneously. This ensures that the same document is accessible across multiple records without the need to attach it individually, saving time and reducing errors in document management.
In summary, the Multi Record Document feature helps businesses improve document management efficiency by allowing users to attach and manage documents across multiple records simultaneously, ensuring consistency and saving time in document handling.
Multi Record Document (F1912)