Ocerra offers an advanced approval workflow module with every subscription plan. It is very flexible: you can customise it and have as many workflows as you need.
To help you get started with the approval process, we pre-setup a basic approval workflow in your Ocerra account and wrote step-by-step guides.
If you would like to customise it or create other custom workflows, you will have to follow our knowledgebase approval setup guide.
Please note: Every company has a unique set of approval workflows and processes. If you would like help with this task, please let us know, we can assign a person who can set it up for you. Such custom work is paid on an hourly basis. Please get in touch, so we can discuss it further.