Files approval

✔ Approve or reject files/folders.

Warning: The DocuSign integration is no longer part of this app and can be installed with this app.

This app is integrated in the files list (Files app).

Admins can define approval workflows: who can request, who can approve/reject. Users can then request approval. Authorized users will be able to approve or reject.

Settings

After installing the app, in Administration settings, there is a section "Approval workflows" where you define workflows.

Workflow definition:

• A workflow title
• A list of users, groups and circles who can request approval
• A list of users, groups and circles who can approve or reject
• A pending tag: the tag meaning approval was requested and elements can be approved or rejected
• An approved tag: the assigned tag when elements get approved
• A rejected tag: the assigned tag when elements get rejected

A pending tag can only be used in one approval workflow. Workflows can be chained. For example, if the approved tag of a workflow A is used as the pending tag of another workflow B, then once a file is approved by the workflow A, it becomes pending for the B one. For an example of a chain involving a leave request that needs to be approved by a manager and then the department head, there is a screenshot below.

Tag assignment

There are 3 ways to assign a hidden tag to a file/folder:

• Click the "Request approval" button in Files sidebar
• Admins can see and use hidden tags like classic tags. So they can be manually assigned.
• Via the Files Automated Tagging App

Build

Just run:

make dev

or for production:

make build

Screenshots