XF DocSign Campaigns - Electronic Signature and Agreement

by
Odoo

42.29

v 10.0 v 11.0 v 12.0 Third Party 2
Lines of code 911
Technical Name xf_doc_sign
LicenseOPL-1
Websitehttps://xfanis.ru
Also available in version v 14.0 v 13.0 v 12.0 v 10.0
You bought this module and need support? Click here!
Lines of code 911
Technical Name xf_doc_sign
LicenseOPL-1
Websitehttps://xfanis.ru
Also available in version v 14.0 v 13.0 v 12.0 v 10.0

XF DocSign Campaigns

Electronic Signature and Agreement module. Create, manage and run document signing campaigns using Odoo.

Key Features:

  • Electronic Signature and Agreement system in Odoo.
  • You can attach any type of document as attachment or as link.
  • You can add document using built-in visual editor.
  • One document can contain multiple language version and user can select most suitable one to read and sign.
  • You can send document to sign for company staff or other internal users, if they have account in your system.

How it works:

After installing the module, DocSign Manager can add new documents and send them to sign.

For example, 3 document with different source are added as demo data.

Documents List


The document managing form looks like that:

Document Lang Versions: you can add version for each installed language in your system

Document Form 1

Form to add Lang Version looks like that: It is built-in visual editor:

Document Form - Visual Editor

Required Users: Users which are requested to read and sign the document

Document Form 2

User Signs: In that tab you will see list of users signed the document with timestamp.

Document Form 3

After running DocSign Campaign you can send request to read and sign the document. To do it click the "Send Request" button and select users:

DocSign - Sending Request

Each selected user will receive email message with request to read and sign the document:

Request to sign document


The document signing process for users looks like in screenshots below:

The list of documents that user is requested to sign:

List of documents to read and sign

The form of the document through the eyes of the user: Start (The checkbox is unable to mark)

Document Form - Start

If document has multiple language version, user can select most suitable one by clicking the button "Language Version"

Document Language Versions

The form of the document after finishing to read (The document is fully scrolled and user can mark the checkbox):

Document Form - End

After ticking the checkbox the "Sign" button appears:

Document Form - Sign Button

After clicking on the button it will be considered that the user has signed the document:

Document Signed

User can see the list of own signed document:

Signed Documents List


If you want to add document as attachment or link, the process is similar. Instead of a field for adding text, you will see a field for linking or uploading a document.

Document as File

Document as Link

The user will see more simple form and should download document to read and after reading tick the checkbox and click the "Sign" button:

Document as File

Document as Link


Contact me for Support, Customization, Implementation:
Email: dev@xfanis.ru
Telegram: https://t.me/xfanis
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