• Odoo 19.0 Enterprise (requires documents module)
• Python 3.10+
• Required Odoo modules: foundation (PraetorX Foundation), documents, mail
• Python packages: pypdf, pytesseract, python-docx, openpyxl
• System binary: tesseract (Tesseract OCR engine)
• At least one AI provider configured in Foundation (e.g., OpenAI, Azure)

Requires Enterprise. The documents module is Enterprise-only. Vault works on Enterprise and Odoo.sh.

1. Install Tesseract OCR on your server: apt install tesseract-ocr tesseract-ocr-deu
2. Install Python dependencies: pip install pypdf pytesseract python-docx openpyxl
3. Install Foundation from the Odoo Apps menu (free, required dependency)
4. Install Vault from the Odoo Apps menu

1. Navigate to Settings → Foundation → AI Providers
2. Add your provider (OpenAI, Azure, etc.) and verify the connection
3. Navigate to Documents → Settings and select the Classification Provider under Vault Intelligence
4. Optionally configure a separate OCR AI Provider (must support vision) for AI-based OCR

1. Navigate to Documents → Configuration → Vault → Template Sets
2. Select a template set (e.g., GmbH, Private, Real Estate)
3. Click Apply to Company and select the target company
4. The wizard creates classifications, retention policies, confidentiality levels, folder structures, and routing rules

Clearance — Internal: Access to Internal classified documents.

Clearance — Confidential: Access to Confidential documents (implies Internal).

Clearance — Restricted: Access to Restricted documents (implies Confidential).

Classification Manager: Manage classifications, approve access requests (implies Restricted clearance).

Administrator: Full Vault access — all configuration, processing, budgets (implies Documents Manager).

• Documents → Vault Dashboard — Aggregated metrics overview
• Documents → Vault → Review Queue — Low-confidence classifications awaiting human review
• Documents → Vault → Confidentiality → Classification Levels / Access Requests
• Documents → Configuration → Vault → Classifications / Folder Routing
• Documents → Settings — Vault Intelligence configuration (providers, thresholds, OCR, budgets)

No. Vault depends on the documents module which is Enterprise-only. You need Odoo 19 Enterprise or an Odoo.sh subscription.

Vault uses Foundation’s AI provider system. Any provider configured in Foundation works — OpenAI (GPT-4o, GPT-4o-mini), Azure OpenAI, and others. For Vision-based OCR, the provider must support image input.

If “Fallback to Free Methods” is enabled (default), processing continues with Tesseract OCR instead of AI Vision. Classification and routing pause until the budget resets. Administrators receive activity notifications at configurable thresholds.

Every routing decision is tracked. When a user moves a document to a different folder after AI routing, this is recorded as a correction. Successful routings become positive few-shot examples; corrections become negative examples. A weekly cron analyzes folder-level correction rates and generates improvement suggestions (e.g., better folder descriptions).

Yes. You can disable auto-classification and AI routing in Settings. Vault still provides manual document classification, retention policy management, ISO 27001 confidentiality levels, the destruction audit log, and company template sets — all without any AI provider.

No. Retention enforcement starts in dry-run mode. The daily cron logs state changes and sends notifications, but does not modify documents. You must explicitly disable dry-run in Settings to activate live retention state transitions.

All core models (classifications, retention policies, budgets, queue items, destruction logs) are scoped to the user’s company via record rules. Folder chatter notifications that would leak document names across companies are suppressed. The Change Company wizard re-maps classifications and retention policies when transferring documents between companies.