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Document Approval Workflow

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Required Apps Discuss (mail)
Technical Name xf_doc_approval
License OPL-1
Also available in version 17.0 16.0 15.0
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Technical Name xf_doc_approval
License OPL-1
Also available in version v 17.0 v 15.0 v 16.0

Introduction

This module provides a powerful document approval workflow system in Odoo, enabling dynamic and flexible approval of individual documents or entire document packages. It supports both parallel and serial approval routes, team-based or custom flows, and multi-level approval stages. Designed for businesses that require structured, secure, and efficient document governance, this module enhances oversight and ensures clear accountability throughout approval processes.

Key Features

  • Multi-company support for approval workflows

  • Full flexibility: initiators can define custom approval routes or use pre-defined teams

  • Supports both parallel and serial (step-by-step) approval paths

  • Multi-level approval for document packages in a single workflow

  • Approval via button; optional “handwritten signature” sub-module for signed approvals

Benefits

  • Streamlined document governance with clear, multi-stage approval structures

  • Enhanced efficiency through parallel routing and pre-configured approval teams

  • Increased flexibility allowing custom workflows tailored to organizational needs

  • Improved compliance via optional signature capture and audit trails

  • Better user experience through intuitive initiation and approval interfaces

Compatibility & Technical Details

  • Technical Name: xf_doc_approval

  • License: OPL-1 (Odoo Proprietary License v1.0)

  • Required Dependency: Discuss (mail) module

  • Installation Steps:

    1. Copy the module folder into your Odoo add-ons directory.

    2. Update the module list within Odoo.

    3. Install the module through the Odoo module interface.

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.