IT IS Odoo Alfresco

Document-management with Alfresco and Odoo for Odoo 8 and 9

Odoo Version 8

IT IS Odoo Alfresco

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For Version 8

Odoo Version 10

IT IS Odoo Alfresco

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For Version 10

IT IS Odoo Alfresco für Odoo 9

Odoo CMS - a big picture

Document-management with Odoo and Alfresco

Alfresco provides a modern software for document-management, based on open standards. The IT IS module integrates Alfresco in Odoo for managing your business-critical documents, appointments and tasks smart and easily. Simplify the handling and structure your Tools and document management directly from Odoo. Available for Odoo 8 and 9.

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Features

  • Secure & structured storage system

  • Reduction of data volume

  • Powerfull search functions for document content

  • Store documents directly from Odoo

  • Auto-creation of sites according to your needs

  • Dynamic settings for folder structure according your needs

  • Dynamic configruation for site-creation

  • Auto-archive function by time and document-type

  • Task Management with appointment sync

  • Calendar synchronization Alfresco – Odoo

  • Create calendar entries or project tasks based on Alfresco Workflow-Tasks

  • Sync Sites, Users and Groups from Alfresco

  • See site structure, folders and documents in Odoo

  • Feature-wise installation according your needs

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Upload documents from odoo

With the installation of this module the print option of the menu bar gives you an additional option for uploading documents to your Alfresco library. This gives you the possibility to upload directly from Odoo easily.

The upload-wizard gives you the opportunity to add additional information for your document. You can enter a title and a description for your document which will be transferred to Alfresco. These values are shown in the document properties.

After uploading a document-link is available in Odoo. By click on this link you are redirected to the according document.

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Alfresco document library

In Alfresco you will find your document according to your entries and configuration for site and folder-structure and the report-configuration. The sites in Alfresco are generated automatically based on your settings. In Alfresco you have the full functionality regarding search and management of your documents.

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Manage document versions

If you upload a new version of an existing document you have the possibility to enter a comment regarding your changes in the upload-wizard.

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Version in Alfresco

By clicking on the document link in Odoo you are redirected to the latest version of that document in Alfresco.

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Properties of documents in Alfresco

The entered values from the upload-wizard, are shown on in the document properties in Alfresco.

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Version history in Alfresco

In Alfresco you can see the version history, of course.

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Task management

With our module you can also manage your calendar and tasks and sync with Odoo and your calendar in Alfresco. Tasks from Odoo will be transferred to Alfresco and vice versa. In the new version you can also use workflow-tasks from Alfresco.

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Use Alfresco workflow-tasks

With the new version of IT IS odoo Alfresco, you can create calendar entries and/or project-tasks in Odoo, based on workflow-tasks from Alfresco. The synchronization can be done manually or automated.

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Setup IT IS odoo Alfresco

You can setup your connection for Alfresco and Odoo easily by using the setup wizard.

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Configuration and auto-archive

Our module allows a number of settings and configuration for sites, folders and reports according your requirements. The configuration is also based on the report model.

With the auto-archive functionality, documents are placed in a special archive automatically. This can be configured by time and document-type.