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  1. APPS
  2. Contacts
  3. Document Request v 18.0
  4. Sales Conditions FAQ

Document Request

by Kaizen Principles http://www.kaizenae.com/
Odoo

$ 46.80

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Discuss (mail)
• Employees (hr)
Community Apps Dependencies Show
Employee Document
Lines of code 1857
Technical Name kaz_document_request
LicenseOPL-1
Websitehttp://www.kaizenae.com/
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Discuss (mail)
• Employees (hr)
Community Apps Dependencies Show
Employee Document
Lines of code 1857
Technical Name kaz_document_request
LicenseOPL-1
Websitehttp://www.kaizenae.com/
Versions 17.0 18.0
  • Description
  • License
  • Overview
  • Features
  • Why Kaizen
+971 56 682 8386

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 seconds no 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 details ensuring 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

Secure, Time-Limited Upload Links

Real-Time Status Tracking

Real-Time Status Tracking

Bulk Multi-File Upload

Bulk Multi-File Upload

Automated Attachment Creation

Automated Attachment Creation

Seamless Form Integration

Seamless Form Integration

Kaizen Principles
Your Partner

We're here to support your growth 24/7. Connect with our experts now.

+971 56 682 8386 Mail Us
Contact Us

All Features

Secure, Time-Limited Upload Links
Secure, Time-Limited Upload Links
Bulk Multi-File Upload
Bulk Multi-File Upload
Automated Attachment Creation
Automated Attachment Creation
Audit Trail & Compliance
Audit Trail & Compliance
Seamless Form Integration
Seamless Form Integration
Kaizen's Top App Recommendations

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Payment Provider: Tamara
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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.

Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Support

Kaizen Document Request

Get instant clarity on every document request track 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 you’re collecting employee credentials or customer paperwork, this module ensures your document workflow is always transparent, compliant, and effortlessly integrated with your existing processes.

Valuation Banner
  • Initiate Document Request Initiate Document Request
  • Configure Document Request Configure Document Request
  • Track Document Requests Track Document Requests
  • Access Your Account Portal Access Your Account Portal
  • Check Your Document Requests Check Your Document Requests
  • View Requested Documents View Requested Documents

Initiate Document Request

Easily trigger a document collection workflow from the employee profile. With a single click on “Request Document”, HR can send a secure, time-limited upload link to the employee’s email, allowing them to submit required files directly no follow-ups or logins needed. The request is tracked in real time, ensuring compliance and reducing manual coordination.

Configure Document Request

Configure Document Request

Choose the required document type, confirm the employee, and set the request expiry date all in one streamlined popup. Once submitted, the system sends a secure upload link to the employee’s email with automatic tracking. This ensures fast, accountable document collection and reduces HR overhead.

Track Document Requests

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

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 control accessible in one centralized dashboard.

Check Your Document Requests

Check Your Document Requests

View all your pending and completed document requests directly from your profile page. With one click on “View Document Request”, you can check which documents HR has requested, see expiry dates, and stay on top of what’s due no need to chase emails or contact HR manually.

View Requested Documents

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 uploads ensuring 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
POS Tamara

Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....

Learn More »
UAE Corporate Tax
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
Stock Report PDF

PDF report to print inventory transactions using different fillters...

Learn More »
Payment Provider: Tamara
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
Module Development
Implementation
Implementation
Customization
Customization
Integrations
Integration
Migration
Migration
Support & Maintenance
Support & Maintenance
Consulting
Consulting
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Try Kaizen Document Request for Odoo today!

+971 56 682 8386
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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