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Correspondence management: every letter tracked from receipt to reply

A full correspondence register inside Odoo — with approval workflows you design yourself, automatic document reading in Arabic and English, and AI that summarizes, classifies and drafts the reply. Your team approves.

Why correspondence tracking fails in most organizations

An incoming letter arrives by email or on paper, gets logged in a book or a spreadsheet, then is forwarded internally. Two weeks later nobody knows: was it answered? who approved it? where is the signed copy? And when an auditor asks for the full history of one specific letter, the search through inboxes and drawers begins.

The problem is not the absence of a system; it is that the register is separate from the approval, the approval separate from the document, and the document separate from the audit trail. The correspondence system we built brings them into one record inside Odoo.

The register: incoming, outgoing and internal

Each letter is one record carrying its sequence number, direction, parties, classification, priority, responsible department, due date, attachments, and a complete audit trail. Records appear in a Kanban board by direction, with overdue items highlighted.

  • Independent sequence numbering per correspondence type.
  • Links to the external party or internal department, and to the previous letter in the same thread.
  • A party diagram showing who sent, who received and who was copied.
  • Version comparison: which version changed, when, and by whom.

Approval workflows: designed, not coded

No single approval flow fits every organization, so workflows are designed from the interface: create an approval type, add its stages in order, and set for each stage the approver (user or group), which stage starts the flow, which ends it, and which allows rejection.

A real example from the system: an “Outgoing Document Review” flow that starts with a QC check, moves to technical manager review, then to “Finalized & Ready to Send” as the final stage, with a rejection path from the review stage. Every transition is written to the audit trail with the approver's name and timestamp.

AI: it reads and proposes — you approve

Incoming documents are read by OCR supporting Arabic and English, then analyzed by AI which returns a content summary, a type classification, a priority level, the suggested handling department, whether a reply is required, and a suggested response time — each with a confidence score.

For replies, the system drafts a response based on the letter's content and the file's context, presented to you for review and editing before approval. Nothing is sent automatically.

  • Runs locally or through a provider, according to your organization's data policy.
  • Every AI call is written to the audit trail: what was requested, when, and what came back.
  • Automatic creation of correspondence from a designated mailbox, and batch creation from a set of attachments.

Transmittals, signature and the external portal

On dispatch, the system produces an official transmittal frozen with its content and attachments, carrying a digital fingerprint that proves it was not altered afterwards. Electronic signature on outgoing documents is supported.

External parties get their own portal: they view correspondence addressed to them and upload their replies and attachments, without any access to your internal system.

Analytics and governance

A dashboard covering incoming and outgoing volumes, average response time, overdue correspondence, and distribution by department and classification. Fine-grained multi-company permissions define who sees what and who approves what — with meetings and minutes linked to correspondence.

Frequently asked questions

Does the system work fully in Arabic?

Yes. Interface, classifications, reports and printed documents in Arabic with full right-to-left support, and OCR reading that supports both Arabic and English.

Does correspondence data leave the system when AI is used?

That is your decision. AI models can run locally inside your environment with no data leaving it, or through a provider if your policy allows. We settle this in the discovery session, before implementation.

Can approval workflows be changed after go-live?

Yes. Workflows are designed from the interface and need no code changes — add a stage or change an approver whenever you need to.

Can it connect to our existing email?

Yes. A designated mailbox can automatically create incoming correspondence from arriving messages, including their attachments.

Get started

Book a free Odoo ERP discovery session.

Tell us about your business and what you want to improve. We reply within one business day — in Arabic or English — with a clear next step.

What happens next

1We read your message and reply within one business day.
2A free discovery call — in Arabic or English, your choice.
3You get a clear scope and a practical plan. No obligation.