ALEXANDER
KOLTSOV
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Automation · Case study

Collaborative Document Management and Approval Inside ERP

An international trading environment needed controlled collaboration on contracts, customs documents, invoices, packing lists, certificates of origin, laboratory reports, logistics documents, powers of attorney, and product certificates.

The starting point

Business challenge

Documents moved between employees and counterparties through separate files and communication channels. Editing, comments, approval status, revision history, and final versions were difficult to control consistently, while operational records lived in ERP.

Alexander’s role

Work and solution

Alexander designed a commercial document-management solution combining Odoo Documents with ONLYOFFICE. The architecture covered document upload, editing directly from ERP, collaborative work, comments, revision history, sequential approval, final approval, centralised storage, permissions, and links between documents and business records. He also evaluated the multi-client service architecture and commercial delivery model.

What changed

Project result

Operational records and their supporting documents could be managed in one controlled workspace with visible ownership, versions, comments, and approval stages.

Business effect

What the work made possible

Reduced time spent locating and reconciling document versions, lowered the risk of acting on outdated or unapproved files, improved auditability, and created a repeatable document-control model for complex international trade operations.

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