About the Solution:

The "Correspondence Documents" solution is a comprehensive communication tool designed to streamline incoming and outgoing correspondences. The solution is built to meet the specific needs of businesses and organizations, providing a flexible, intuitive, and efficient approach to managing communication. The solution offers a centralized platform to create, track, display, and archive correspondences in an organized and efficient manner.

It also includes a range of powerful features that allow for easy collaboration and communication between different departments and teams. It also has an approval feature (Workflow Engine), which enables organizations to apply specific policies to document workflow processes without needing actual coding.

Menus

• Dashboard: The Dashboard menu provides a quick and easy way to access critical correspondence information and reports. Users can view the status of their correspondences and monitor progress.

• Inbound: The Inbound menu allows users to create and record incoming correspondences. Users can upload documents, add attachments, refer the record to team members, and track the status of each correspondence. The incoming menu provides a simple and intuitive interface to record and track incoming correspondences.

• Outbound: The Outbound menu allows users to create and record outgoing correspondences. Users can select recipients, add attachments, and track the status of each correspondence. The outgoing menu provides a simple and intuitive interface to record and track outgoing correspondences.

• Internal Communication: The Internal Communication menu allows users to communicate and collaborate within the organization. Users can send messages, share files, and add attachments. The internal communication menu provides a seamless way to collaborate and communicate with team members across departments.

• Archive: The Archive menu allows users to store and search all types of correspondences. Users can easily search for correspondences based on various criteria, such as date, sender, recipient, subject, and more. The Archive menu provides a powerful and flexible way to manage archived correspondences.

• Settings: The Settings menu allows administrators to customize the solution to meet their organization’s specific needs. Administrators can set up user roles and make configurations.

Created Menus

• Correspondence

• Dashboard

• Inbound

• Outbound

• Internal

• Archive

• Settings

• Tags
• Document Action
• Outbound Methods
• Contacts
• Entity Type

Reports

Document Label (Watermark)

Key Features

• Collaborative: Allows easy collaboration and communication between different departments and teams.

• Security of confidential correspondences: Users can set up user roles and access rights to ensure that only authorized personnel can access sensitive information.

• Highly flexible: The Solution is highly flexible and can be customized to meet the specific needs of any organization.

• Integration with other apps: Can be integrated with other systems, and users can track and search for records by different criteria and dimensions.

Demonstration

FAQs

• Is it compatible with Odoo Enterprise?

• Yes, it works with both Odoo Enterprise and Community.

• Need customization?

• Please email odoo@open-inside.com or submit a ticket via the Odoo store itself.

• Provided support?

• We provide free support for 60 days if a customer reports an issue through our support channels and recognizes that the problem arises due to our Odoo Apps. Please refer to the support terms and conditions carefully: www.open-inside.com/support-policy