Approval of documents
The approval module is a significant help to ensure a clear circulation of any company documents and to ensure their efficient approval process. It can be used, for example, for approving offers, contracts, orders, etc. For more complex implementations, we recommend using the application module, which allows for multiple rounds of approval, adding forms in the next round and other more complex actions.
What you can use the approval module for
- It simplifies and speeds up administrative matters related to approvals within the company, eliminating the complicated handling of paper documents.
- The application administrator creates individual types of documents for your company - contracts, quotations, orders and assigns rights to users who can enter them - assistants, accountants - and users who can approve them (managers).
- Within the module, it is also possible to set up a 2-round approval process - after the document is approved by the 1st level approver, the superior approver is informed of this fact and can confirm or reject the approval.
- The document then goes through the process of insertion, approval/rejection in electronic form within the intranet and is still registered in the system with notes on the individual steps.
- With workflow, you can handle any approval processes for different types of documents in a multi-level hierarchy according to your company structure and your requirements.
Electronic document approval is a key tool that will accelerate the circulation of corporate documents and reduce administrative burden.
- Fast approval process – setting up to two rounds of approval per document can save you up to 30 % of time on manual checks.
- Flexible access rights – define who can approve or comment on specific items, ensuring the proper decision hierarchy.
- Easy integration with other modules – connect to CRM, accounting or inventory for automatic generation of offers, contracts or orders.
- Comprehensive audit trail – every step is recorded, giving you full control over change and approval history.
This module is ideal for companies that need a fast and transparent document flow without investing in separate systems. Try electronic approval and see the immediate benefits—reduced administrative time, increased accuracy, and better collaboration across departments.
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