Allow to sign documents inside Odoo CE
Project description
This module allows to create documents for signature inside Odoo using OWL.
Table of contents
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
Contributors
Enric Tobella (www.dixmit.com)
-
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.
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Hashes for odoo14_addon_sign_oca-14.0.2.4.5-py3-none-any.whl
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