In standard Odoo behavior, when users send emails from records such as Sales Orders, Invoices, Helpdesk Tickets, or Projects, they are typically limited to manually uploading new attachments. Existing documents already stored in Odoo—such as PDFs, images, or files stored in the Documents module—cannot be easily reused in outgoing emails without downloading and re-uploading them.
The Enhance Odoo Email with Record-Based Attachments SME resolves this limitation by allowing users to select and attach files that already exist within the system when composing an email.
With this enhancement:
- Users can browse and select attachments already linked to the current record (e.g., Sales Order, Invoice, Ticket).
- Documents stored in the Documents module or previously uploaded attachments can be reused.
- Selected files are automatically attached to the email without duplication.
- The original file remains linked to its source record, ensuring traceability and consistency.
This functionality integrates seamlessly into Odoo’s existing email composer. When sending a message—either from the chatter or via a dedicated email action—users are presented with an option to include existing attachments. No additional training or workflow changes are required.
The feature improves efficiency, reduces storage redundancy, and ensures that recipients always receive the correct and most up-to-date documents associated with a record.
Key Benefits
- Time Savings: No need to download and re-upload files.
- Data Consistency: Ensures the same document version is shared.
- Reduced Storage Duplication: Avoids creating multiple copies of the same file.
- Improved User Experience: Streamlined email composition workflow.
- Better Traceability: Maintains clear links between emails and records.
Example Use Case
A sales user is emailing a customer about an open Sales Order and wants to include:
- The quotation PDF
- A product specification document already stored in Odoo
Instead of downloading both files and attaching them manually, the user simply selects the existing attachments directly from the email composer. The email is sent with the correct documents attached in seconds.
Similarly, a helpdesk agent can quickly send troubleshooting documents or invoices that are already linked to a ticket without duplicating files.
Conclusion
The Enhance Odoo Email with Record-Based Attachments feature significantly improves Odoo’s email usability by allowing direct reuse of existing documents. By removing unnecessary steps and ensuring accurate document sharing, this SME enhances productivity, reduces errors, and provides a smoother communication experience for users across all departments.
Enhance Odoo Email with Record-Based Attachments