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Document Approval

Approve or Reject Various Documents.

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Overview

This module helps to approve or reject documents.

Features

Community, Enterprise &Odoo Sh Support.
Approve or Reject Various Documents.
Set Different Team for Approvals.
Signature Approval.

Screenshots

Document Approval Menu.

Record Access: Configuration-> Setting -> Visibility

Approval Team Menu


Form view of Approval Team


Document Approval

Document Approval form view

The approvers in an approval team can be automatically listed down when we select that approval team.'Settings' allows you to adjust which records are visible.

'SEND FOR APPROVAL' Button for sent the request for approval.

Approval Request

Selecting "approvers" as the visibility setting means that only the initiator and approvers can view the document. Clicking the "SEND FOR APPROVAL" button causes the state to change to "WAITING." While the document is being approved by each approver, the status is changed to "APPROVED."The status is changed to "REJECTED" if any one of the approvers rejects.

APPROVE and REJECT Button

The first approver who clicks the "APPROVE" button changes the status to "WAITING." If all approvers give their approval, the status is changed to "APPROVED". The status changes to "REJECTED" if any approver clicks the "REJECT" button.

APPROVE state

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