odoo-addon-sign-oca 16.0.4.0.0

Allow to sign documents inside Odoo CE

This module allows to create documents for signature inside Odoo using OWL.

Table of contents

• Configuration

• Usage

  • Creation of templates

  • Sign role

  • Sign a document from template

  • Sign a pending document

  • Sign from template

• Known issues / Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

There is a wizard (sign.oca.template.generate.multi) that can be used for any model needed. If there is a template without a linked model or linked to a model (res.partner for example) an action will be automatically displayed in the tree and form view (only for users with Sign permissions).

Usage

Creation of templates

• Access Sign / Templates

• Create a new template

• Add a PDF File

• Access the configuration menu

• You can add a field by doing a right click inside a page

• Click on the field in order to delete or edit some configuration of it

• The template is autosaved

Sign role

• Access Sign / Settings / Roles

• Create a new role (Equipment employee for example)

• You can set the Partner type you need (empty, default or expression).

• With the expression option you can set: ${object.field_name.id}

• If you create a sign request from template signer will be auto-create according to roles

Sign a document from template

• Access Sign / Templates

• Press the Sign button from a template

• Fill all the possible partners that will sign the document

• You can link the template to a model (maintenance.equipment for example)

• The signature action will be opened.

• There, you can fill all the data you need.

• Once you finish, press the sign button on the top

• When the last signer signs it, the final file will be generated as a PDF

Sign a pending document

• Go to the pencil icon in the upper right corner (systray) of the sign request to access the pending signatures.

• Press the Sign button from signer request

• The signature action will be opened.

• There, you can fill all the data you need.

• Once you finish, press the sign button on the top

• When the last signer signs it, the final file will be generated as a PDF

Sign from template

• Go to any list view or form view (except sign.oca models), e.g.: Contacts

• Select multiple records (3 for example).

• The “Sign from template” action will be available if there are any sign templates created that are not linked to any model and/or any linked to the corresponding model.

• Select a template.

• Click on the “Generate” button.

• 3 requests will be created (each linked to each selected record) BUT no signer will be set.

• Some extra modules (e.g. maintenance_sign_oca) will automatically set the signers for each request.

Known issues / Roadmap

Tasks

• Ensure that the signature is inalterable. Maybe we might need to use some tools like endevise or pyHanko with a certificate. Signer can be authenticated using OTP.

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

Authors

• Dixmit

Contributors

• Enric Tobella (www.dixmit.com)

• Tecnativa:

  • Víctor Martínez

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.

Current maintainer:

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.