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Letters and Certificate Management
Simplify the management of letters and certificates with a powerful document automation tool. Create reusable, customizable templates for various letter types and employee certificates. Instantly generate, review, and send polished documents via email with PDF attachments to ensure professional communication. Improve consistency, accuracy, and compliance in your document workflows. Ideal for HR, admin teams, and business managers looking for efficient and streamlined document management.
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Features
Template Creation with Consistent Layout
Easily create and manage reusable letter and certificate templates. Predefine dynamic fields such as name, title, and date for personalization. Ensure all documents follow a clean, standardized layout for consistency.
Quick Approval, Automated Sending & Time Savings
Review, approve, and send letters or certificates with just one click. Automatically attach PDFs and send them directly via email. Save time by reusing templates instead of starting from scratch every time.
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1.) Letter Template Configuration
Create and manage reusable letter templates with dynamic placeholders. Administrators can define the template name and body content using variables such as partner name, letter title, date, and employee name. These placeholders are automatically replaced with real data when generating letters, ensuring consistent formatting and personalized content every time.
Navigation : Letters → Template
2.) Letter Creation & Preview
Create and manage an individual letter using a predefined template. Select the partner, employee, and date, and instantly preview the rendered letter with all dynamic fields automatically filled. Users can review the content, approve the letter, or proceed to send it via email once finalized.
Navigation : Letters → Letter
3.) Send Email
After approving the letter, users can click Send Email to open the email wizard. This allows them to quickly send the generated letter to the selected partner, ensuring fast and professional communication directly from Odoo.
Navigation : Letters → Letter
4.) Email Wizard Review & Send Letter
The Send Letter email wizard opens, allowing users to review recipients, preview the email body, and attach documents before sending. This step ensures accuracy and gives full control over the final email communication.
Navigation : Letters → Letter → Send Email
5.) Sent Email with Rendered Letter Content
View the successfully sent email containing the generated letter content. The email body displays the rendered letter with personalized details such as recipient name, subject, date, and prepared-by information. This screen allows administrators to track delivery status, recipients, and review the exact content sent to partners or employees for audit and verification purposes.
Navigation : Settings → Emails
6.) Approve Letter
The letter is reviewed and approved using the Approved button. Once approved, the document is locked for changes and becomes ready for sending via email, ensuring proper validation and workflow control.
Navigation : Letters → Letter
7.) Approved Letter
The letter is now in the Approved state, clearly indicated by the status ribbon. Once approved, editing is disabled, ensuring document integrity. The letter is ready to be sent via email or canceled if changes are required.
Navigation : Letters → Letter
8.) Letter Smart Button on Partner
A smart button on the contact form displays the total number of letters linked to the partner. With a single click, users can quickly access all related letters, providing instant visibility into communication history and improving traceability.
Navigation : Contacts → Record
9.) Partner Letters List
Displays all letters associated with a specific partner in a clear list view. Users can easily track, search, and open related letters, ensuring full visibility of partner communication history.
Navigation : Contacts → Record → Letters
User Guide
