Odoo Document Management Cloud Sync Guide

Odoo Document Management Cloud Sync Guide for Odoo

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This app helps you store, find, and share your company documents inside Odoo — like a tidy filing cabinet with fast search, clear folders, labels (tags), safe sharing links, and optional cloud backup/sync.

By Akash Soni March 26, 2026

Getting Started: Install & Enable Documents (DMS)

This page is for first-time users and admins who are enabling the Documents (DMS) module in Odoo. It explains the full “from download to visible menu” process in simple steps.

Dashboard (Your daily overview)

Operate within Odoo Documents to manage workspaces, files, and tags aligned with Cloud Sync.

Folders (Your filing cabinet)

Folders help your team keep documents in the right place. You can create subfolders, track how many files are inside, and (if you’re a manager) control who can access a folder.

Files (Upload, preview, versions)

Files are the documents you store in the system: PDFs, images, Excel sheets, Word files, and more. You can upload, download, move, duplicate, add tags, and keep track of versions.

Tags (Label & find faster)

Tags are reusable labels that help you find documents quickly. A file can have many tags, and the same tag can be used on many files.

Search & Filters (Saved Filters / Quick Filters)

Search helps you find a file quickly by typing. Filters help you narrow down results (by date, type, size, owner, tag, or folder). Saved Filters and Quick Filters help you reuse the same “search rules” without setting them up again every time.

Sharing (Secure links)

Sharing lets you send a secure link to a file or folder. You can control what people can do (view, download, or edit), and you can add safety rules like an expiry date, password, or maximum downloads.

File Locks (Avoid overwrites)

File locks are a simple teamwork feature: when a file is locked, it signals “someone is working on this”. Locks reduce accidental overwrites and confusion.

Comments & Activity Log

Comments help your team discuss a document in one place. The Activity Log keeps a reliable history of key actions like uploads, renames, moves, downloads, and lock/unlock events.

Cloud Sync (Drive / Dropbox / OneDrive / Box / S3)

Cloud Sync connects an Odoo folder to a cloud storage provider (Google Drive, Dropbox, OneDrive, Box, or AWS S3). You can sync one way (upload or download) or both ways, and you can run it manually or automatically.

Model Document Settings (Admins)

Model Document Settings let you decide where documents should be stored for business records. Example: each Sales Order or Project can automatically get its own folder under a selected root folder.