Automate document workflows with a fully customized RPA solution integrated with Odoo Document Management System (DMS). Automatically sync and upload documents from printer-scanner devices directly into Odoo, eliminating manual intervention. Streamline document handling, improve accuracy, and enhance productivity with this tailored solution.

• Automatic Document Sync
  • Real-time synchronization of documents from printer-scanner devices to Odoo DMS.
  • Eliminate the need for manual uploads.
• Custom Printer-Scanner Support
  • Fully customized to integrate with various printer-scanner models.
  • Direct document upload functionality from connected devices.
• Document Categorization
  • Automatic categorization of documents based on predefined rules (e.g., invoice, contract, receipt).
  • Attach documents to relevant records in Odoo modules like Sales, HR, or Accounting.
• Error Handling and Notifications
  • Automatic detection and reporting of sync issues or failed uploads.
  • Email or in-app notifications for troubleshooting.
• Role-Based Access Control
  • Restrict document visibility and access based on user roles.
  • Secure handling of sensitive information.
• Audit Trail and Logs
  • Maintain a complete log of all document uploads and sync activities.
  • Ensure compliance with document management policies.
• File Format Compatibility
  • Support for various file formats, including PDF.
• Bulk Upload Support
  • Automatically process and sync multiple scanned documents at once.
• Integration with Odoo Modules
  • Seamless integration with Odoo Apps like CRM, Project, and Accounting for efficient workflows.
• Cloud and On-Premise Deployment
  • Flexible deployment options to suit business needs.
• Scalable and Customizable
  • Tailored to meet unique business requirements and adapt to growing volumes.