Document Approval Workflow

by
Odoo

23.20

v 12.0 Third Party 5
Lines of code 902
Technical Name xf_doc_approval
LicenseOPL-1
Websitehttps://xfanis.dev
Also available in version v 13.0 v 14.0
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Lines of code 902
Technical Name xf_doc_approval
LicenseOPL-1
Websitehttps://xfanis.dev
Also available in version v 13.0 v 14.0

Document Approval Workflow

Improve your document management and approval process!
Dynamic, Customizable and Flexible approval system for documents and document packages.

Key Features:

  • Multi Company features of Odoo System are supported
  • Any user can initiate unlimited approval process for documents
  • Pre-defined team of approvers or custom flow specified by the initiator
  • Parallel or serial (step-by-step) approval route for documents
  • Multi-level approval workflow for document packages
  • Documents approval by button or by "handwritten" signature (additional sub-module)

Approval Teams:

Users with role "Team Leader" can create unlimited approval teams for similar workflows:

Approval Teams

Using the "step" option you can configure parallel or serial approval flows.

Approval Team Form


Document Packages:

Documents

Users with role "Initiator" can initiate document approval process. Each document package can contain one or more documents to approve.
Initiator can build own approval route or use pre-defined approval team (with customization option).
The "Visibility" option helps to display documents only for allowed users. Available options are: All Users, Followers, Approvers
If you use multi-company feature you can select company. Documents are displayed according company settings.

Document Package Form

After click to "Send for Approval" the system sends notification for approvers and document package goes to the "Approval" stage.

Document Approval


Document Approval Process:

When document is waiting approval from particular user, the user sees the "Approve" and "Reject" buttons

Document Approve/Reject Buttons

After click to the "Approve" or "Reject" buttons popup window appears. For rejection user's comments are required:

Approval Wizard

Rejection Wizard

If approver rejects document package, initiator receives notification and can reset document to draft to make corrections.

If approver approves document package, the document goes to next approval stage or will wait for approval from other approvers.

Approved by User

Current approvers have the "Pending" status if the "Approvers" tab.

Approved by User

When document package is fully approved the status becomes as "Approved" and all followers receive notification about that.

Fully Approved Documents

Handwritten Signature Functionality

If you want to integrate handwritten signature functionality please install this sub-module:

Document Approval [Draw Sign]

Contact me for Support, Customization, Implementation:
Email: odoo@xfanis.dev
Telegram: https://t.me/xfanis
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