Document Flow

All documents (89)

18 in progress 5 awaiting you
Document Type Owner Status Current step Links Updated
B2B Agreement — J. Kowalski
DOC‑2026‑0142
 Contracts
AK Anna Kowalska
In progress Manager approval HR 2026-04-17
Purchase request — Monitors ×4
REQ‑2026‑0087
 Requests
PN Piotr Nowak
Awaiting approval Finance review SD FIN 2026-04-18
Leave request — 22 Apr – 3 May
LVE‑2026‑0211
 Requests
MW Marta Wójcik
Approved — HR CAL 2026-04-15
Cost invoice — AWS March 2026
INV‑2026‑0318
 Cost invoices
JZ Jan Zieliński
In progress CFO approval FIN PRJ 2026-04-17
Remote work policy v3
POL‑2026‑0004
 Policies
KB Karol Bąk
Draft — HR 2026-04-14
Business trip — Berlin
TRP‑2026‑0033
 Requests
OG Olga Górska
Rejected Finance rejected FIN 2026-04-12

Approval tasks for you (5)

Document Type Step Deadline Priority Decide
Purchase request — Monitors ×4
REQ‑2026‑0087 · Piotr Nowak
 Requests Finance review Today · 17:00 Urgent
AWS March 2026
INV‑2026‑0318 · Jan Zieliński
 Cost invoices CFO approval Tomorrow · 12:00 Normal
B2B Agreement — J. Kowalski
DOC‑2026‑0142 · Anna Kowalska
 Contracts Manager approval Apr 20 · 17:00 Normal
Leave request — 22 Apr – 3 May
LVE‑2026‑0211 · Marta Wójcik
 Requests HR review Apr 21 · 09:00 Low

Workflow definitions (6)

B2B Agreement

Active

For: Contracts · used 24×

  1. 1Owner
  2. 2Manager
  3. 3Finance

Purchase request

Active

For: Requests · used 38×

  1. 1Owner
  2. 2Manager
  3. 3Finance
  4. 4Board

Cost invoice

Active

For: Cost invoices · used 16×

  1. 1Owner
  2. 2Project lead
  3. 3CFO

Leave request

Active

For: Requests · used 53×

  1. 1Owner
  2. 2Manager
  3. 3HR

Policy publication

Draft

For: Policies · not used yet

  1. 1Author
  2. 2Legal
  3. 3CEO

Business trip

Active

For: Requests · used 12×

  1. 1Owner
  2. 2Manager
  3. 3Finance

All templates (12)

Template Type Version Workflow Last edit State
B2B Services Agreement Contracts v3.2 B2B Agreement 2026-04-02 · Anna Kowalska Active
Purchase request (equipment) Requests v1.4 Purchase request 2026-03-28 · Piotr Nowak Active
Leave request Requests v2.0 Leave request 2026-02-10 · Karol Bąk Active
Remote work policy Policies v3 Policy publication 2026-04-14 · Karol Bąk Draft
Business trip request Requests v1.1 Business trip 2026-01-22 · Olga Górska Active

Template fields (preview: B2B Services Agreement)

Dynamic placeholders replaced when generating a document.
{{employee_name}}→Jan Kowalski
{{position}}→Senior Developer
{{start_date}}→2026-05-01
{{rate}}→18 000 PLN / month
{{notice_period}}→30 days