| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 336 |
| Technical Name |
eg_doc_approval |
| License | OPL-1 |
| Website | https://www.inkerp.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Document Approval
The Document Approval module allows organizations to manage and automate the approval process for documents. Users can configure approval teams, create approval workflows, and manage document approval stages with flexible options for parallel or serial approvals. The module ensures that all necessary approvals are obtained before a document is considered finalised.
Highlight Document Approval
Team Leaders can configure approval teams for different workflows
Set up serial or parallel approval steps
Submit multiple documents for approval in one package
Initiators create the approval process; approvers approve or reject documents
Manage who can view documents (All Users, Followers, Approvers)
Automatic notifications sent when documents are approved or rejected
Features
Screenshots
Support
Service
Features
Approval Teams Configuration:
Team Leaders can create and manage approval teams for different workflows.
Approval Flow Customization:
Approval steps can be set as serial or parallel based on the organizationâs needs.
Document Packages:
Initiators can group multiple documents into a package for approval and customize the approval route.
Visibility Control:
Control document visibility with options like "All Users", "Followers", and "Approvers."
Approval Status and Notifications:
Once all approvals are obtained, the document package is marked as "Approved," and followers are notified.
Screenshot
1) Approval Teams:
Users with the "Team Leader" role can create unlimited approval teams for different workflows.
2) Using the "Step" Option for Approval Flows:
Configure approval flows to be either serial or parallel using the "Step" option.
3) Document Packages:
Users with the "Initiator" role can create document packages that contain one or more documents to be approved. Initiators can choose custom or predefined approval routes.
4) Initiating the Document Approval Process:
When initiating a document approval process, the "Visibility" option allows you to specify who can view the document (e.g., All Users, Followers, Approvers). Multi-company support enables you to filter documents by company.
5) Sending Document for Approval:
After clicking "Send for Approval," the system sends notifications to the approvers, and the document package enters the "Approval" stage.
6) Document Approval Process:
When the document is awaiting approval, the approver will see "Approve" and "Reject" buttons. If rejected, a comment is required for the rejection.
7) Progressing through Approval Stages:
Once an approver clicks "Approve," the document moves to the next approval stage, or it waits for approval from other approvers.
8) Document Fully Approved:
Once all approvers have approved the document, the status is marked as "Approved," and followers are notified.
User Guide
Suggested Products
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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