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Documents Centralization - Purchase Agreement

Allow documents uploaded in purchase agreements to be automatically centralized into a configured location
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ODOO'S FUNCTION

Odoo does not have the functionality to automatically centralize documents uploaded in purchase agreements into a configured location.


CLUEDOO'S FUNCTION

Cluedoo allows documents uploaded in purchase agreements to be automatically centralized into a configured location, helping users follow and manage them easily.


1. Go to Settings -> Access Documents > Configure the location that you want the uploaded file to be saved. Default Tags can also be set up for better management

2. Go to Purchase Agreements 

You can create a new Purchase Agreements or choose an available Agreements

In a Purchase Agreement, you have 3 ways to upload a file

  • Upload a file in the purchase agreement field
  • Upload a file in chatter
  • Upload a file in lognote






Once the file is uploaded, we can see that it is automatically centralized in the workspace in the Documents app that we set up in Settings.