Our Most Suggested Products
Document Approval
The Document Approval module enables organizations to streamline and automate their document approval processes within Odoo. It allows users to define structured workflows, configure approval teams, and manage document validation through flexible approval stages, including both parallel and sequential approvals.
Features
Screenshots
Support
Service
Features
Approval Teams Configuration
Team leaders can efficiently create and manage approval teams tailored to various workflows within the organization. Each team can be structured based on roles, departments, or specific responsibilities, ensuring that the right individuals are assigned to the right approval processes.
Approval Flow Customization
Approval workflows can be configured to operate in either serial or parallel modes, depending on organizational requirements. Serial approvals ensure a step-by-step validation process, while parallel approvals allow multiple stakeholders to review documents simultaneously.
Document Packages
Initiators have the ability to group multiple related documents into a single package for approval. This allows for better organization and ensures that all relevant documents are reviewed together as part of a unified process.
Visibility Control
The module provides flexible visibility settings to control who can access and review document packages. Options such as "All Users," "Followers," and "Approvers" allow organizations to define access levels based on roles and involvemen
Approval Status and Notifications
Once all required approvals are completed, the document package is automatically marked as "Approved," providing a clear and reliable status update. This eliminates ambiguity and ensures that documents are finalized only after proper validation.
Screenshot
1.) Approval Teams
Team Leaders have the ability to create and manage multiple approval teams tailored to different workflows.
2.) Approval Flow Configuration with Step Option
Approval flows can be structured using the “Step” option, allowing processes to run either sequentially or in parallel.
3.) Document Packages Creation
Initiators can group one or multiple documents into a single package for approval, making it easier to manage related records together.
4.) Initiating Document Approval with Visibility Control
While starting the approval process, visibility settings allow control over who can access the document package, such as all users, followers, or only approvers.
5.) Sending Documents for Approval
Once the approval request is triggered, the system automatically notifies the designated approvers and moves the document package into the approval stage.
6.) Document Approval Process
During the approval stage, designated approvers can review the document package and take action based on their evaluation. Clear options are provided to approve the document, allowing it to move forward in the workflow.
7.) Document Reject Process
If a document does not meet the required criteria, approvers can reject it and provide a mandatory comment explaining the reason. This ensures that feedback is clearly communicated and properly documented for future reference.
8.) Progress Through Approval Stages
Each approval action moves the document forward in the workflow, either progressing to the next stage or waiting for additional approvals when multiple approvers are involved.
9.) Fully Approved Document
After all required approvals are completed, the document package is marked as “Approved.” Followers receive notifications, keeping all stakeholders informed.
User Guide
