| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 1857 |
| Technical Name |
kaz_document_request |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 1857 |
| Technical Name |
kaz_document_request |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
Kaizen Document Request
for Odoo
The Kaizen Document Request module lets your teams collect and organize critical documents from employees and customers in a matter of secondsâno more chasing attachments via email or tracking down paper forms. With one-click, time-limited upload links you control, recipients simply click, upload files, and you instantly see their status right in Odoo. Bulk uploads are handled automatically, and every file is logged against the correct contact record with date and user detailsâensuring full auditability and compliance. By automating the request, reminder and receipt process, you free your HR, Sales and Customer-Success teams to focus on value-adding work instead of manual follow-up, all while maintaining a secure, centralized repository of up-to-date documents.
© 2025 Kaizen Principles
What's New in Kaizen Document Request for Odoo
Secure, Time-Limited Upload Links
Real-Time Status Tracking
Bulk Multi-File Upload
Automated Attachment Creation
Seamless Form Integration
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
Secure, Time-Limited Upload Links
Bulk Multi-File Upload
Automated Attachment Creation
Audit Trail & Compliance
Seamless Form Integration
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Kaizen Document Request
Get instant clarity on every document requestâtrack request status, expiry timelines, and upload progress in real time. Automatically send branded email invitations with secure, expiring links and reminders, and receive bulk uploads straight into Odoo as audit-ready attachments. Whether youâre collecting employee credentials or customer paperwork, this module ensures your document workflow is always transparent, compliant, and effortlessly integrated with your existing processes.
Initiate Document Request
Configure Document Request
Track Document Requests
Access Your Account Portal
Check Your Document Requests
View Requested Documents
Initiate Document Request
Easily trigger a document collection workflow from the employee profile. With a single click on âRequest Documentâ, HR can send a secure, time-limited upload link to the employeeâs email, allowing them to submit required files directlyâno follow-ups or logins needed. The request is tracked in real time, ensuring compliance and reducing manual coordination.
Configure Document Request
Choose the required document type, confirm the employee, and set the request expiry dateâall in one streamlined popup. Once submitted, the system sends a secure upload link to the employeeâs email with automatic tracking. This ensures fast, accountable document collection and reduces HR overhead.
Track Document Requests
Monitor all document requests made for an employee in one clear view. Instantly see the document type, assigned employee, request expiry date, and current status (e.g., Requested or Uploaded). This centralized tracking ensures timely follow-ups, prevents missed submissions, and supports audit-readiness at a glance.
Access Your Account Portal
Welcome to your personal self-service portal. From here, you can view and update your profile, access appraisal feedback, manage your invoices, and configure account security. Everything you need to stay informed and in controlâaccessible in one centralized dashboard.
Check Your Document Requests
View all your pending and completed document requests directly from your profile page. With one click on âView Document Requestâ, you can check which documents HR has requested, see expiry dates, and stay on top of whatâs dueâno need to chase emails or contact HR manually.
View Requested Documents
Easily track all the documents requested from you, including type, expiry date, and current status. This view gives employees full visibility into pending uploadsâensuring nothing is missed and deadlines are met without confusion or back-and-forth.
Why Kaizen
You know us as the makers of the Odoo "Kaizen Document Request for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
Module Development
Implementation
Customization
Integration
Migration
Support & Maintenance
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