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Custom Document Model

236.00 295.00

Required Apps
  • oi_workflow
  • oi_base
  • oi_fields_selection
  • oi_web_selection_field_dynamic
Technical Name
oi_workflow_doc
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The Model Workflow App is a powerful tool designed to automate and streamline document processes. By integrating with existing modules like HR and communication tools, this app allows businesses to define, manage, and monitor custom workflows for documents, ensuring consistency, compliance, and efficiency. Whether it's employee onboarding, contract approvals, or any other document-centric process, this app provides the flexibility to tailor workflows to specific business needs.

  • Custom Workflow Definition: Design and implement tailored workflows for various document processes.

  • HR Module Integration: Seamlessly integrates with the HR module for processes like employee onboarding.

  • Communication Integration: Utilizes Discuss module for notifications and updates.

  • Multi-Level Approvals: Supports multi-step approval processes with configurable conditions.

  • Audit Trail: Maintains a comprehensive log of all actions and approvals for compliance and review.

  • User-Friendly Interface: Intuitive design for easy setup and management of workflows.

  • Customizable Templates: Create and use templates for consistent document formatting.

  • Automated Notifications: Set up automatic reminders and alerts for pending actions.

  • Access Control: Define user roles and permissions to control access to sensitive documents.

  • Reporting Tools: Generate reports to analyze workflow efficiency and bottlenecks.

  • Enhanced Efficiency: Automates repetitive tasks, reducing manual effort and errors.

  • Improved Compliance: Ensures standardized processes that adhere to company policies.

  • Better Visibility: Provides clear insights into document statuses and workflow progress.

  • Scalability: Easily adapts to growing business needs and complex workflows.

  • Cost Savings: Reduces the time and resources spent on manual document handling.

  • Increased Accountability: Tracks all actions and approvals for transparency and accountability.

  • Seamless Integration: Works harmoniously with other modules for a cohesive experience.

  • User Empowerment: Empowers users to manage and monitor their tasks effectively.

  • Customizable Workflows: Tailor workflows to fit specific departmental or organizational requirements.

  • Real-Time Updates: Keeps all stakeholders informed with timely notifications and alerts.

"Form Generation Redefined"

This module provides a seamless document creator/form generator solution for organizations.

If your organization offers different services, then you are dealing with various forms and documents!

Creating and generating various forms for different services in the system can be challenging for system administrators and HR managers. The process becomes even more complicated when you want to create specific workflows for each document.

We have a significant solution to your needs!

The “Custom Document Model” is Openinside’s specially designed module that helps you to generate any form with any workflow in the system just with a few clicks. This module offers several options for creating forms, and for defining how your form is to be generated. With the help of this module, you can make modifiable documents/forms with fillable fields. “Custom Document Model” provides a complete, fully customizable, and highly configurable form generator solution to transform your paper forms into digital forms where almost no real coding is required to design any complicated forms and workflows.

Menus

  • Services

    • Dashboard

    • Configuration

Reports

Odoo standard module report.

Key Features

  • Great discretion to create and generate forms.

  • Ability to define various customizable fillable fields, views, access rights, etc.

  • Fully integrated with other Odoo applications.

  • Managing complicated workflow approvals based on organization policies.

  • High flexibility to track forms by different criteria and dimensions.

  • Multilevel configurable approval and rejection notification.

Demonstration

Overview

How this module works

Wide range of attribute configuration