| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Employees (hr) |
| Lines of code | 1051 |
| Technical Name |
correspondence_document |
| License | OPL-1 |
| Versions | 18.0 19.0 |
Correspondence Management
A complete official document and correspondence management solution designed especially for organizations. No complex workflows, no extra buttons, no heavy custom logic — just clean, lightweight document tracking that integrates perfectly with existing views and reports.
Key Features
- Smart Buttons on Employee Form
5 powerful smart buttons directly on the employee card for instant access:- All Related Documents – shows every document linked to the employee (company, responsible, sender, recipient, follower)
- My Responsible – lists documents where the employee is responsible (with count)
- Received by Me – shows documents where the employee is recipient (with count)
- Regulations – filtered documents of type "Regulation" (with count)
- Directives / Orders – filtered documents of type "Directive" (with count)
- Quick Filters Submenu
Dedicated submenu under Correspondence with 5 ready-to-use quick filters:- My Responsible Documents – instantly filters documents where you are responsible
- Received by Me – shows only documents addressed to you
- Overdue Documents – highlights documents past due date (not done/cancelled)
- Regulations – shows all documents classified as "Regulation"
- Directives / Orders – shows all documents classified as "Directive/Order"
- Dashboard Overview
A clean, at-a-glance dashboard showing the current status of all correspondence documents:- Real-time overview of document states (Draft, To Approve, Approved, Sent, Received, Done, Cancel) in a pie chart
- Breakdown by responsible users (bar chart) – quickly see workload distribution across the team
- Filtered views for "My Responsible" documents by default
- Easy switching between graph and list views for deeper analysis
Perfect for managers to monitor overall document flow and team performance without digging into lists.
- Single model for all document types
Incoming, outgoing, internal memos, directives/orders, regulations, meeting minutes, etc. - Automatic numbering with custom prefixes
e.g., IN/2026/00001, OUT/2026/00001 - Fully customizable document types
Code + name, unlimited user-added types – all automatically numbered - Multi-company support
Per-company sequences possible - Email notifications with QWeb templates
Sent to recipients on creation/share + direct link to document - Workflow with state transitions
Draft → To Approve → Approved → Sent → Received → Done → Cancel - Chatter, activities, attachments, due dates, priorities, tags
Full collaboration, tracking and rich description - Strict access control
Restricted by company, responsible user, sender, recipient, and followers - Unlimited attachments with controlled download
Attachment count visible, download restricted to authorized users only - Automatic overdue reminders
Daily cron checks due dates and creates activities/notifications for responsible users
Lightweight. Practical. Built for real office needs. No unnecessary complexity.
Value This Module Delivers
Operational Efficiency
Replaces fragmented Excel processes with centralized, automated tracking.
Error Reduction
Prevents duplicate numbers, lost documents, and manual entry mistakes.
Accountability & Compliance
Full audit trail, role-based access, due dates, and archiving support.
Scalability
Designed for small teams and multi-company enterprises alike.
Screenshots
Document List View
Document Form with Workflow Buttons
Document Kanban
Type List View
Type Form
PDF Report
Email Wizard
Received Email
Scheduled Action
Smart Buttons on Employee Form
Quick Filters Submenu
Dashboard – State Distribution
Document status overview – Draft, Approved, Sent, Received, etc.
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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