Odoo Documents

Access your company's document archive directly from your smartphone. Navigate folders, upload files from any source, open them with device apps and share them in one tap — without opening your browser.

Overview

The Documents section in SiltaFlow lets you work with files stored in Odoo directly from your Android device. You can navigate the entire folder structure, upload documents from local storage or cloud services like Google Drive, open files with the apps already installed on the device, share them via email or WhatsApp and generate public sharing links with a single tap.

To access Documents, from SiltaFlow's main screen tap the "Documents" entry in the menu. You need an active connection to the Odoo server (see the Connection and Authentication guide).

At the top of the Documents screen you always see a label indicating whether you are working in <strong>Documents</strong> mode (Odoo with the Documents module active — full features) or <strong>Attachments</strong> mode (older Odoo versions — reduced features). No configuration is needed: detection happens automatically.

Navigate Folders

When you open the Documents section, you see the folders present in your company's Odoo archive. The structure reflects exactly what is configured in the backend: you can enter a folder by tapping it and return to the upper level using the Back arrow at the top of the list.

Inside each folder you find the list of documents. For each one you can see the name and file type. The actions available on each document are shown directly in the row, without the need for hidden menus:

Deleting documents and folders is permanent. There is no trash: the file is removed directly from Odoo. Always verify the document name before confirming.

Example folder structure

Here's how the archive might appear when navigating. The highlighted entry indicates the currently open folder:

/ (radice)
  Contratti/
    Clienti/
      2025/          ← cartella aperta
        Contratto_RossiSrl_2025.pdf
        Contratto_BianchiSpa_2025.docx
        Allegato_Tecnico_v2.pdf
    Fornitori/
  Schede Tecniche/
  Spedizioni e DDT/
  Fatture/
  Ispezioni QC/

Navigation is more convenient when folders have short, clear names. It is recommended not to exceed 3-4 levels of depth to keep the archive easily navigable from a small screen.

Folder Management

With Odoo v17 or higher (and the Documents module active) you can create and delete folders directly from the app, without opening Odoo in the browser.

Creating and deleting folders is available only in Documents mode (Odoo v17 or higher with the Documents module installed). With older Odoo versions the folder structure is not manageable from the app.

Upload Documents

You can upload any file type to the Odoo archive directly from your smartphone. SiltaFlow supports all sources available on the device: internal storage, SD card, Google Drive, OneDrive and any other file management app installed.

How to upload a file

  1. Navigate to the destination folder within the Documents section.
  2. Tap the <strong>+ Upload</strong> button. Android's file picker opens.
  3. Choose the source (local storage, Google Drive, etc.) and select the file to upload.
  4. SiltaFlow uploads the file to Odoo in two phases: first it transfers the file contents, then creates the document in the archive in the folder you selected. When finished, the document appears in the list.

For large files, it is preferable to upload from a Wi-Fi network. Do not close the app during upload: wait for the completion confirmation before navigating elsewhere.

Supported file types

All file types are accepted in upload. In download, SiltaFlow opens the file with the appropriate app already installed on the device. The most common formats are handled automatically:

Format Typical app that opens it
PDF PDF Reader (Adobe, Google PDF Viewer, etc.)
XLSX / ODS / Fogli Odoo Microsoft Excel, Google Sheets, WPS Office
DOCX / ODT Microsoft Word, Google Docs, WPS Writer
PNG / JPG / WebP Photo Gallery, Google Photos
MP4 / MP3 Media player, YouTube Music, VLC
Any other format Compatible app installed on device, or automatic saving to device Download folder

If no app is installed on the device that can open a certain file type, SiltaFlow automatically saves the file to the device's Download folder with a notification. You can then open it later after installing the appropriate app.

Open and Share Documents

Tapping the <strong>Open</strong> button next to a document downloads it from the Odoo archive and passes it to the device app that can open it. If multiple compatible apps are installed, Android shows a menu to choose your preferred one.

Tapping the <strong>Share</strong> button instead opens Android's share panel. From here you can send the document as an attachment via any communication app installed: email, WhatsApp, Telegram, Signal and so on. The file is shared directly — no public link is generated.

Use <strong>Share</strong> to send a file to specific recipients securely. Use <strong>Link</strong> to create a web address accessible to anyone who receives it — useful for delivery notes, instructions or catalogs to share with customers and suppliers.

With Odoo v17 or higher (and the Documents module active), you can generate a public link to a document directly from the app. The link is created by Odoo and automatically copied to the device clipboard: you can paste it in a chat, email or SMS without further steps.

How to generate a public link

  1. Navigate to the document in the archive.
  2. Tap the <strong>Link</strong> icon in the document row.
  3. SiltaFlow generates the link and copies it to the clipboard. A confirmation message appears.
  4. Paste the link in your preferred communication app.

Link duration depends on Odoo settings, not the app. To configure expiration or make a link permanent, access sharing settings in the Odoo backend.

Rename and Move Documents

You can rename a document directly from the app, both with Odoo v17 or higher and with older versions. Find the rename option in the document menu, enter the new name and confirm.

Moving a document from one folder to another is available with Odoo v17 or higher (with the Documents module active). Select the "Move" option in the document menu, choose the destination folder and confirm.

Operation Odoo v17+ with Documents Odoo v14–v16
Folder Navigation Complete, with subfolders Flat list (no folders)
File Upload Available Available
Opening and sharing Available Available
Public Link Available Not available
Create / Delete Folders Available Not available
Rename Document Available Available
Move Document Available Not available
Delete Document Available Available

Use Examples

Here are some typical situations where the Documents section in SiltaFlow is useful in a company:

Consult a technical sheet in the warehouse

A warehouse operator needs to verify the assembly instructions for a product before performing an operation. Opens SiltaFlow, navigates to the "Technical Sheets" folder, taps the corresponding PDF and reads it directly on the screen. Returning to the folders list requires only one tap on the Back arrow.

Upload photos of a quality inspection

A quality manager has taken photos of some defects during an inspection. Opens the "Inspections QC / 2025-04" folder, taps the Upload button, selects the photos from the gallery and uploads them directly to the correct Odoo archive.

Send a delivery note to the carrier

The shipping clerk needs to send the delivery note to the carrier before pickup. Finds the PDF in the "Shipments" folder, taps the Link icon: the sharing link is generated and copied to the clipboard. With one tap they paste it into WhatsApp and send it to the carrier's contact.

Reorganize the archive on the move

A buyer on a business trip needs to organize supplier contracts. With SiltaFlow they create a new "Contracts 2025" folder, move relevant documents from the "To be archived" folder and rename files with the company nomenclature — all without opening the browser.

Tips

Organize folders in Odoo before using the app. A logical structure that is not too deep makes navigation much faster from a small screen.

Install on the device the apps needed for the formats you use in the company (e.g., a CAD app for DWG files, a DXF viewer). SiltaFlow passes the file to the right app: if the app is not installed, the file is saved to the Download folder.

To upload large files, prefer a Wi-Fi connection. Always wait for the completion confirmation before closing the app or changing screens.

For confidential documents, prefer the <strong>Share</strong> button instead of <strong>Link</strong>. Sharing sends the file directly to a recipient without creating a publicly accessible URL.

Requirements

To use the Documents section in SiltaFlow you need: