Configuration

To configure this module, you need to:

• Go to Sign and create a sign template

• Go to Sign > Settings > Roles, create a role, set the “Partner Selection Policy” to “Expression” and define an expression

Usage

• Once you have configured the sign template for the CRM model as explained in CONFIGURE.md, you can go to a CRM record, open it, and click the gear button.

• Select the option “Sign from template”, choose the configured template, and write a message for the signer.

• The signer must log into the system and sign the request.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sign project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.