Community
Enterprise
Odoo.sh
Document Approval
Approve or Reject Various Documents
Approve or Reject Various Documents
Approve or reject various documents
Set different team for approvals
Set various steps for approving
Available in Odoo 16.0
Community, Enterprise & Odoo sh.
If it needed we can approve it by adding signature
Simple way to manage the documents
Click on the document management app -> Click create we can see the option to add documents,approving teams , approval methods,approval status etc
By clicking SENT FOR APPROVAL,approvals goes into waiting state
Setting method as button and click APPROVE button we can see the wizard for the approvals
By clicking the APPROVE button from the wizard by adding notes we can see the document has been approved
Go to Configuration -> Approval Team we can see the Approval Teams
Click create we can set up Approval Team and Approval Steps
From the approvals form view set method as Signature and click the APPROVE button
By clicking the approve button we can see a wizard with signature option put the signature and approve
By clicking the approve button we can see the document has been approved with signature
By clicking the REJECT button from the document approvals we can see the wizard for the document rejection.By clicking REJECT button from the wizard we can see the document has been set to rejected state
Go to Document Approval -> Approve/Reject Reason click on the Document Reject Reason menu
Go to Document Approval -> Approve/Reject Reason click on the Document Approval Description menu
Go to Document Approval -> Approve/Reject Reason click on the Document Signature Approval Description menu
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