$ 1469.92
In-App PurchasesDocument Control & Correspondence Workflow
Dynamic approvals, visual workflows, OCR readiness, dashboard insights, and portal access
The Correspondence Workflow module transforms Odoo into a complete document control and correspondence management platform. Track incoming and outgoing documents, automate approval cycles, assign activities, monitor deadlines, generate reports, and visualize each workflow from submission to final decision.
Built for real operations such as engineering firms, contractors, consultants, government entities, project-driven companies, and administrative departments that need better control over document lifecycle, approval routing, and accountability.
Why Choose This Module?
This is not just a mail register or simple approval addon. It is a full document workflow solution designed to improve visibility, consistency, and control across your organization.
Dynamic Workflow Engine
Configure approval types, multiple stages, transitions, rejection paths, and responsible users or groups.
Visual Workflow Diagrams
Instantly understand the current document stage and all available next actions through live visualization.
Actionable Operations
Automate activities, track overdue items, follow chatter updates, and keep teams aligned on pending actions.
Enterprise Use Cases
Suitable for document-heavy environments like project correspondence, engineering submittals, and formal approvals.
Key Features
- Dynamic Approval Types: Create unlimited workflow templates for different correspondence scenarios.
- Configurable Stages: Assign specific users or groups to each workflow stage.
- Branching Logic: Support approval and rejection paths with flexible stage transitions.
- Visual Diagrams: View the full workflow structure and document position in real time.
- Activity Integration: Automatically generate to-do activities for responsible approvers.
- Due Date Tracking: Monitor deadlines and highlight overdue documents.
- Portal Support: Extend document visibility and controlled access through the portal.
- OCR Ready: Prepared for document text extraction and smarter document processing workflows.
Intuitive Workflow Visualization
Never lose track of a document again. The live workflow diagram clearly highlights the current stage and all possible next paths, making it easy for managers, coordinators, and approvers to understand the process instantly.
Kanban Excellence
The modern Kanban view gives teams a high-level operational view of all correspondence records.
- Direction Icons: Quickly identify incoming, outgoing, and internal correspondence.
- Status Alerts: Easily spot delayed or overdue items.
- Actionable Cards: View related activities and responsible users at a glance.
- Better Productivity: Reduce follow-up time and improve team responsiveness.
Designed for Real-World Document Control
This module is especially valuable for companies that deal with high volumes of official documents, transmittals, submittals, letters, approvals, and project communication.
Engineering Firms
Manage technical submittals, reviews, revisions, and approval cycles with clarity.
Construction Companies
Track project correspondence, approvals, and deadlines across teams and stakeholders.
Government & Admin
Control official inward and outward communications with auditability and accountability.
Project Organizations
Centralize project-related document history, comments, approvals, and reporting in one place.
Configuration Guide
- Go to Correspondence â Configuration â Approval Types.
- Create a new workflow type for your business process.
- Define stages, approval paths, and optional rejection paths.
- Assign users or groups responsible for each stage.
- Create a correspondence record and select the appropriate approval type.
- Submit the document for approval and let the workflow guide the process automatically.
Technical Requirements
This module requires additional Python packages to be installed on the server before use.
sudo /usr/bin/python3 -m pip install hijridate pymupdf
Main dependencies: mail, contacts, hr, sign, tw_base, tw_project, tw_workflow, and tw_notification_log.
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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