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.

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.

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.