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Internal Approvals · People & HR

Turn approval into a clear, signed decision.

Share a request with the right colleagues, collect their signatures, and see who has approved and who is still to respond. Keep the document, decision and activity history together in Xfatora.

Included in every current package

No separate module fee. Your package user allowance applies; existing and custom agreements retain their terms.

One document for everyone

IA-024

Next-quarter operating plan

Please review the team priorities and delivery dates, then approve the plan.

1 of 2 signatures received
Amina HassanSigned and approved
Omar AliAwaiting signature
Illustrative workflow with fictional data

A decision your team can return to.

When approval is scattered across chats and calls, it is hard to tell who agreed to which version. Bring the review, signature and status around one request.

One document to review

Write the request before sharing it. The content locks when sent, so everyone signs the same document.

Know whose approval is pending

See each colleague’s status and the signature count. The request is approved only when every selected person signs.

Keep the context of the decision

Return to names, signatures, comments and decision times, with an activity history that shows what happened.

From request to decision

Four simple steps to internal approval.

  1. Write the request

    Add a title and enough detail to review. Set an optional due date to give the team a clear target.

  2. Choose colleagues and share

    Select active staff accounts. Each colleague receives an in-app notification. Copy the request link when needed; it requires sign-in and permission.

  3. Review, then sign or reject

    A colleague draws their signature to approve or provides a reason to reject. Each person records their own decision.

  4. Follow the result

    All selected signatures complete the approval. A rejection closes the request. The creator can cancel while it is pending.

For shared decisions in everyday work.

Start with a clear request and a small group. Any staff member can create a request and share it with the colleagues who need to decide.

Management and partners

Put an operating plan or internal decision in front of partners who have staff accounts in your workspace.

Human resources

Collect the responsible colleagues’ approval of a policy or internal procedure written in the request.

Operations and project teams

Record agreement on a scope change or a shift in priorities before the team moves into execution.

Inside the workspace your team already knows.

Find Internal Approvals under Human Resources. It uses your Xfatora staff accounts and in-app notifications. Each person sees requests they created or were assigned to; authorized administrators can view all requests.

Use the approval request to record the decision, then follow through in your other modules. Signing a request does not automatically create a financial transaction or change a project record.

Frequently asked questions

Does an approver need an account?

Yes. The creator selects active staff accounts in the same workspace. A partner needs a staff account within your package user allowance. Opening the request link and signing require sign-in and permission.

Is one approval enough?

Every selected colleague must sign before the request becomes Approved. You can see each person’s status and the number of signatures received while it is pending.

What happens if someone rejects?

A rejection requires a reason and closes the request as Rejected. The reason and earlier decisions stay in the record, and no further decisions can be added to a closed request.

Can the document change after it is shared?

The document locks when shared to preserve the content everyone reviews. If a change is needed, the creator can cancel a pending request and create a new one.

Who can see the document and signatures?

The creator, selected approvers and administrators with permission to view all requests. Copying a request link does not give access to someone without permission.

Does this require an extra subscription?

Internal Approvals is included in every current package at the existing package price, with no separate module fee. Your package user allowance applies. Existing and custom agreements retain their terms.

Included in every current package

Start with a decision your team needs to make.

Bring one internal request and the roles that should approve it. See the complete path from sharing to signature.