Website Sign Sending By Priorityby Nilesh Sheliya
Note: This module requires Odoo Enterprise Edition.
Digital Signature in Odoo by Priority
eSign for Odoo is an extraordinary concept to facilitate the paperless working in an office. It helps in reducing cost, save time as you don’t need to go to each and every person to get a signature and even reduces manual errors as everything is automated. Apart from all these benefits, it also ensures security of the document as it is sent to the right person.
Odoo, by default provides an out of the box eSign app which sends the document to each and every person listed on it at the same time. This might not be a desirable situation for processes where the document needs a signature in a flow of authority.
Let’s take example of Sales Department, if Sale Order is to be shipped, a signature of Sales manager and Warehouse manager is required. If the document is sent to both at the same time, Warehouse manager will sign it not know if the Sale manager has authorised it or not. Logically, Sales Manager should sign it first and then only it should go to the warehouse manager. This procedure ensures that everything runs in sync.
Odoo, by default does not provide this feature. We have made this app to bridge the gap between that problem. eSign for Odoo based on Priority is an app that assign priorities to the signature that are required first. It will send signature request to the next person only when it completed by person with higher priority and verified by the admin.
This app will helps you assign sequences/stages to the signature based on your requirement and it will send the request to next person once the previous one is completed. This is highly useful in manufacturing units where production needs to be approved based on the authority. For example, a new production batch might need to be first approved by the CEO for the Production manager to start the production and then by the Wareshouse manager to dispatch the required raw materials. There can be multiple cases like this based on the requirements of your business.
Odoo eSign based on priorites will help you manage your business and documents in a flexible way. This app is built-on the default esign app to ensure easy UX and faster turnaround. Get this app now and go over the limitation of default eSign app of Odo and start managing your documents the way you always wanted to.
- Example Documents with signature approval
Here is an example of the document which is sent for signature approval.
- Set priority/sequence and authorized person
You will get an option to set priority in which you want the signature. You will be able to assign the priority in ascending order. 1 being the person whom you want to send first. You will be able to assign the authorized person to whom you want to send the email to.
- Display the sequential diagram for confirmation
Once user finalized the sequence, user will get the confirmation in a graphical format. It will help user make sure you have assigned the correct sequence.
- Mail sent to first authorized person.
As soon as user hit the send button, mail will be sent to the first authorized priority person, once signed, it will be sent to others subsequently.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.