| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 917 |
| Technical Name |
kaz_document_approval |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 917 |
| Technical Name |
kaz_document_approval |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
Document Approval Workflow
for Odoo
"Document Approval Workflow by Kaizen Principles helps operations, finance, and legal teams standardize approvals without slowing daily work. Initiators assemble a document package, pick a predefined Approval Team (or ad-hoc approvers), and route it serially or in parallel; approvers receive focused âPendingâ tasks with one-click Approve/Reject and notes. Visibility rules (All Users, Followers, Approvers-only) keep sensitive files restricted, while multi-company record rules ensure users only act within their companies. Every action is tracked in Odooâs chatter with automatic notifications, and optional deadlines with reminders nudge stalled steps. The result is cleaner queues, clear accountability, and an auditable trail delivered inside native Odoo views and workflows, without extra complexity."
© 2025 Kaizen Principles
What's New in Document Approval Workflow for Odoo
Serial or parallel approval route using steps
Predefined Approval Teams or ad-hoc approvers per package
Approver states: To Approve - Pending - Approved/Rejected
Visibility modes: All Users, Followers, Approvers only
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
Multi-step Approvals: Define clear approval steps (01, 02, ...) for documents
Approval Routing: Configure serial or parallel approval flows.
Approval Teams: Utilize predefined teams or add ad-hoc approvers for each package
Approver States: Track the status of each approver (To Approve - Pending - Approved/Rejected).
Notifications: Receive chatter notifications for approval requests, rejections, and cancellations
Visibility Controls: Manage who can view the document package and its contents (All Users, Followers, Approvers only).
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Document Approval Workflow
Gain full control over document sign-offs owners assemble packages, assign approvers, and track every step in real time inside a secure, native Odoo flow. From serial or parallel routing and predefined Approval Teams to one-click Approve/Reject with notes, everything is auto-orchestrated and delivered with a single action, eliminating email chasing and ad-hoc threads. Visibility rules (All Users, Followers, Approvers-only) protect sensitive files, while multi-company rules ensure users act only where theyâre authorized. Every notification, decision, and download is logged in Odoo for a complete audit trail and regulatory compliance. Whether youâre approving contracts, invoices, or HR/legal documents, this module centralizes approvals, shortens cycle times, and raises accountability without adding new menus or complexity.
Assign Document Approval Role
Manage Approval Teams
Configure Approval Team
Prepare Document Package (Draft)
Confirm Send for Approval
Approval In Progress
Approve with Notes
Approval Completed
Approval Cancelled
Reject with Reason
Approval Rejected
Assign Document Approval Role
Set each userâs access for the Document Approval module from Settings - Users - Document Approval. Choose the appropriate role User, Initiator, Team Leader, or Manager to control what they can see and do (view/approve, create packages, manage teams, or administer settings). Apply the least-privilege role needed, especially in multi-company environments, to keep approvals secure and accountable.
Manage Approval Teams
Navigate to Configuration - Approval Teams to view, search, and maintain reusable approval groups. From this list you can create new teams, set the Team Leader, activate/deactivate teams, and open a team to edit its approvers and steps.
Configure Approval Team
Create a reusable team for document approvals. Set the Team Leader, then add Approvers by Step to define the routing (same step = parallel, next step = serial). Save the team and reuse it when creating new document packages to standardize who approves and in what order.
Prepare Document Package (Draft)
Upload the files, set Visibility and Company, choose an Approval Team, and review the Approvers & Steps. When everything looks right, click Send for Approval to start the workflow. Use this draft view to confirm names, attachments, and routing before notifying approvers.
Confirm Send for Approval
Review one last time, then click OK to start the workflow. The package moves from Draft to Approval, first-step approvers switch to Pending, and notifications are sent automatically. Key fields become read-only to preserve the audit trail.
Approval In Progress
The package is now in Approval. First-step approvers are marked Pending and receive notifications. Approvers can Approve or Reject with notes, while the initiator can Remind Approvers or Cancel if needed. All actions are logged in the chatter for a clear audit trail.
Approve with Notes
Enter an optional note and click Approve to record your decision. The package advances to the next step (or completes if youâre the final approver). Your action and note are logged in the chatter for audit visibility.
Approval Completed
All steps are approved and the package is now Approved. The routing is frozen, notes are logged in the chatter, and the record is audit-ready. Only administrators can Force Cancel if an exception arises. You can now attach the approved files to downstream documents or archive for reference.
Approval Cancelled
The package has been Cancelled. All participants are notified and the status change is logged in the chatter for audit. If you need to restart the process after making changes, click Set to Draft to reset approver states and resend.
Reject with Reason
Provide a clear reason in Notes and click Reject to stop the approval at this step. The package moves to Rejected, all participants are notified, and the note is recorded in the chatter. The initiator can later Set to Draft, update documents/approvers, and resend.
Approval Rejected
The package was Rejected at the current step. The approverâs note is logged in the chatter, and the flow is stopped no further steps will run. The initiator can click Set to Draft to revise documents or approvers and resend the package for approval.
Why Kaizen
You know us as the makers of the Odoo "Document Approval Workflow for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
Module Development
Implementation
Customization
Integration
Migration
Support & Maintenance
Consulting
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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