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Compliance & documents · Odoo

Document Wallet

Track document expiry dates and renewal reminders.

In preparation

Built from the founder’s earlier production work and now being packaged as a product. No live demo or screenshots yet: we confirm fit, platform version and compatibility with you before anything else.

Documents

  • Trade licenceExpires in 12 days
  • Vehicle insuranceValid
  • Fire safety certificateExpired

Reminder sent to the owner

Concept illustration · sample data · not a screenshot
The problem

Licences, insurance policies and official documents expire quietly — and the cost of missing a renewal is usually much higher than tracking it.

Who it’s for

  • Companies managing licences, permits and insurance
  • HR teams tracking employee documents
  • Multi-branch businesses

What it does

  • Central storage for files and attachments
  • Expiry dates for licences, insurance and documents
  • Automatic reminders before expiry
  • Clear view of what is valid, expiring or expired
Workflow

How it works

  1. 01Upload the document and its expiry date
  2. 02The system tracks validity
  3. 03Reminders go out before expiry
  4. 04Renewed document replaces the old one
Getting started

Implementation package (quoted separately)

  • Installation on your instance (after a compatibility check)
  • Document types and reminder rules setup
  • Short walkthrough

Pricing

Module, implementation package, optional customization and optional support — each quoted separately.

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