Advice about licencing and methodology from my workflow approval needs

[Ngoug]

Hi,

We need to know more about he licencing and methodology of the project below:

Existant: office 365 E3

Needs: Validation process

Constraints:
- Each user is attached to a service, a department or a direction;
- A line manager is invited to validate or refuse his employee's request;
- Once validated, the request is automatically sent to the next validator;
- Denial of the request ends the validation process with a notification for the requester;
- The final validation triggers an email notification to the requestor and to the person who implements the request, with an attached printable document that presents all the validations (name of each validator with the date and time of validation below, and the image of his physical signature);
-A validator must have the possibility to delegate his validation to a user.
-Automatic reminder to the validator without action (validate / refuse) after a time to be defined (configurable)
Options that can be activated and deactivated: Automatically send the validation to the next one if the validator is without action for a defined time
-Archiving (still in office 365):
-It must be possible to trace and find all the elements (control, audit, various checks)
-The final file must be able to be downloaded by the users who participated in the workflow, and by a special actor called an auditor who can download all the files.
-Backup, Restore, Purge
-Save workflows (with data, without data) outside of O365 (online / offline);
-Restore workflows (with data, without data) in O365;
-Purge: empty data from a certain date;

The process:
Entry: Template Word / pdf / Excel / Powerpoint file of the request with signature spaces of the validators
Processing: validation workflow
Output: file bearing the signatures of the various validators under their respective names as well as the date and time of validation.

Having this, I want to know:

1) If Office 365 E3 is enough to achieve this, if no? which other licence is needed

2) from my research, i have to use power app and powr automate, it's another app that must be add? if yes, which?

3) How to insert signatures and other infromations in the template file that is imported at the start of the validation process

Thank in advance for your precious help.

[Rahber]

1) Yes it could be possible using Office365 E3 licenses. You can use Powe Apps and Power Automate with E3 if you are using standard connectors and app is within the context of office365.

2) You would probably need SharePoint or Dataflex for acting as DB

3) you can create world templates and use power automate function to fill those templates with the images. This would not be dynamic rather you need to specify template for all your files.

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Thanks,
Rahber

[Ngoug]

Thanks for your return.

I have a last question concerning these constraints:

-Archiving (still in office 365):
-It must be possible to trace and find all the elements (control, audit, various checks)

-Backup, Restore, Purge
-Save workflows (with data, without data) outside of O365 (online / offline);
-Restore workflows (with data, without data) in O365;
-Purge: empty data from a certain date;

How can I achieve it?

[Ngoug]

Hello

Kindly reminder.