Approvals Center

Autor: Ivero

(25 hodnocení)

Comprehensive Approval Management Solution

Approval Center is modern approval management solution for Microsoft 365 that replaces paper and email-based approvals with fully automated approval workflows that allow more efficient management of the business processes. Intuitive UI enables users having no technical skills to create a tailored approval process without writing any code. Approval requests are submitted through a self-service portal and routed to different approvers based on specific business rules. With role-based access (regular user, manager, admin), you can control who has access to which data.

Key features

• Request Templates - allows you to create different request forms (e.g. HR Request, IT Request, Expense Reimbursement Request, etc. ) with specific fields and approval paths.

• Customizable approval form fields - add-in administrators can quickly build approval forms with numerous field types such as Text, Choice, Number, Currency, etc.

• Support both general-purpose and financial approvals - in the request template, you can design spreadsheets which allow cost tracking for specific scenarios (e.g. travel expenses).

• Role-based access control - allows you to set up the level of access that users have to the Approvals Center (regular user, manager, and admin)

• Multi-level approval workflow - approval paths allow an administrator to easily set up multiple approvers (e.g. 1st/2nd line manager or any other person).

• Conditional approvals - approval conditions and thresholds allow you to determine which approvers receive an approval request (based on Total Amount or custom field value).

• Tracking object changes - each object in the add-in has an audit log that allows tracking of change history (e.g. creation, edition, approval, etc.).

• Automatic Email Notifications - built-in email notifications to the requester (when the request is approved or rejected), to the approver(s) (when the request is submitted), and to the manager (when the request is canceled).

• Substitute Approvers - if a Manager is out of the office, Manager or Admin can delegate approval permissions to other users for a specific period of time.

• Reporting and export to Excel - Approvals Centre provides several reports which can be used for management, billing and analytical purposes. Data tables provide options to print or export to CSV/PDF/XLS.

• Attachments - allows you to upload additional files to the requests.

• Integrated list - Sharepoint list can be integrated with numerous other systems via Microsoft Flow, used as a data source for Power BI (reporting services) or displayed on different site via Web Part.

Custom branding - you can custom brand your logo and colors

• Translation-ready for other languages - allows language translation for regular user and manager views (except "Administration").

To discover more about what we offer please open the product page.

Installation Notices

• Trial installation is described in details in this guide

• The user who enters the add-in for the first time after installation automatically become an administrator with the ability to assign admin roles to others

• Approval Center is available as a free, fully-featured 30-day trial version. The trial can be turned into a full version by purchasing an annual subscription or lifetime license. Here is more info:


Have questions or need assistance with our solution? We're here to help! Reach out to our support team at We strive to provide prompt and friendly assistance to ensure you have a seamless experience.

Version released:

- Added the ability to add tooltips to custom form fields

- Added the ability to clone request template

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