Open-source edition
Click2Approve is available as a free, MIT-licensed open-source edition and as a commercial service. The open-source edition provides personal document workflows that you can host on your own infrastructure. Its app header shows a compact Free chip beside the upper-right corner of the brand name, and Docs opens this guide.
The commercial version adds organization workspaces, collaboration tools, and subscription-based usage and retention controls. The other guides in this portal describe the commercial service; use this comparison to check which features apply to the open-source edition.
Feature comparison
| Feature | Open-source | Commercial |
|---|---|---|
| Personal requests and tasks with uploaded files | Included | Included |
| Multiple workflow steps, serial or parallel assignees, and all/any completion rules | Included | Included |
| Approval, signature, confirmation, acknowledgement, review, verification, acceptance, and completion actions | Included | Included |
| Required comments and electronic signatures | Included | Included |
| Request tracking, cancellation, and deletion | Included | Included |
| Profiles, saved signatures, password sign-in, MFA, and passkeys | Included | Included |
| Email and in-app notifications | Included | Included |
| Organization workspaces, employees, roles, and employee assignees | Unavailable | Included |
| Teams and team assignees | Unavailable | Included |
| Delegations | Unavailable | Included |
| Organization workflow templates | Unavailable | Included |
| Discussions and discussion attachments | Unavailable | Included |
| Task response attachments and required response files | Unavailable | Included |
| Request revisions and file comparisons between revisions | Unavailable | Included |
| Receipts, shareable verification links, and file verification | Unavailable | Included |
| API tokens for integrations | Unavailable | Included |
| Subscription plans, token usage reporting, and billing | Unavailable | Included |
| Workspace retention settings and automatic retention cleanup | Unavailable | Included |
Commercial features depend on your workspace, role, participation, and plan limits. See Features and availability for workspace permissions and Plans and billing for subscriptions. Email delivery in a self-hosted installation requires an email provider.
Use the open-source app
- Sign up or sign in with your account.
- Choose New request, upload your files, and configure workflow steps with assignees' email addresses. See Create a request and Configure workflow steps for the shared workflow controls.
- Use Requests to track work you sent and Tasks to complete actions assigned to you. See Complete a task for comments and signatures; response attachments are available in the commercial version.
Organization navigation and commercial tools are hidden in the open-source app. You can manage your profile, saved signature, notification preferences, MFA, and passkeys through the profile menu.
Source and self-hosting
See the open-source repository for source code, the MIT license, Docker setup, and self-hosting instructions. Visit the Click2Approve service for the commercial version.