Interactive Business Overview Dashboard

Access your centralized Business Overview Dashboard to track key performance indicators (KPIs), analyze document status distribution, review recent signing activity, and monitor ecological green savings contribution in real-time.

• Live KPI Metric Cards: Track total signature requests, items waiting for your signature, sent out documents, and fully completed requests at a single glance.
• Status Distribution: View an interactive, visual pie chart displaying document status allocations across Signed, Sent, Waiting, and Draft states.
• Recent Activity Feed: Review real-time chronological event logs tracking individual document activities, dates, and signers with instant live update options.
• Green Savings contribution: Monitor your environmental impact with exact green analytics measuring paper sheets saved, wood preserved, water conserved, CO2 avoided, energy cleaned, and waste prevented.
• Sustainability Reporting: Download polished, comprehensive ecological saving reports for corporate carbon-neutrality audibility.

Quick Document Upload

Navigate to eSign > Documents > Upload PDF. A secure upload wizard will open, allowing you to select your local PDF document. Once uploaded, the file is automatically loaded into the system, ready for you to place signature fields and send to signers.

Upload & Initialize

Enter a Template Name and click Upload & Design. This will upload your PDF and automatically take you to the Designer interface to start adding signature fields and signers.

Document Designer

Upon clicking Upload & Design, you will be redirected to the interactive Designer interface. Here, you can use the left sidebar to drag and drop signature and text fields onto your PDF, while managing signers and roles from the same panel for a seamless design experience.

Categorize your documents by adding Tags (like HR, Sales, or NDA) directly from the Designer. This ensures your templates stay organized and are easy to find in the dashboard.

When you click the Edit action from the signer menu, this popup opens, allowing you to customize the participant's role details. You can update the signer's name, set secure Authentication methods, and enable Delegation rights to ensure a fully controlled signing process for each participant.

Drag any field type (such as Signature, Initials, or Name) from the sidebar and drop it onto the PDF. Once placed, drag the boundaries to resize and align the fields perfectly within your document's form grids.

Clicking any placed field opens the Field Properties panel. From here, you can customize the field alignment, placeholder text, and assign it to a specific signer role. You can also enforce validation by checking Mandatory field, or use the quick actions at the bottom (highlighted in red) to Duplicate or Delete the field instantly.

Click the Gear (Settings) icon in the top toolbar to open the quick actions menu. From here, you can Preview the document exactly as signers will see it, or open the template's Configuration page.

Click the Send button in the top-left corner to open the Send Wizard popup. From here, you can enter the email subject, customize the body message, and confirm all signer details before officially sending the document out.

Click the green Sign Now button right next to Send to sign the document immediately from within the designer interface. This allows you to apply your own signature instantly without waiting for invitation emails.

The Send Signature Request wizard gives you full control before delivery. Configure these options in a few clicks:

• Signers & Roles: Match each role (e.g., Manager, Client) with the correct contact.
• Signing Order: Turn this toggle on to enforce sequential, step-by-step signing.
• Valid Until: Set a specific deadline/expiration date for the signing link.
• Reminders: Check this box to automatically email signers who have not completed their signature.
• Add certificate on each page: Check this to stamp a secure verification certificate directly onto every PDF page to prevent tampering.
• Include Audit Log: Keep a secure, legally-binding history of all signing activities.
• Subject & Message: Customize the email subject line and body text sent directly to recipients.

Once you click the Send button, a new document record is automatically generated in your centralized eSign Dashboard. This real-time tracking grid provides comprehensive details to track and manage all active, expired, and completed document transactions:

• Date & Time: Displays exactly when each signature request was generated.
• Document Name: Shows the clickable name of the PDF document record.
• Sent By: Visual avatar and name of the Odoo initiator who created the signature request.
• Signers Progress: Real-time fraction indicator showing how many assignees have signed (e.g., 1/2 Signed).
• Progress Bar: Sleek visual indicator showing the completion percentage (from 0% up to 100%).
• Quick Actions: Instantly trigger contextual commands like Download (to retrieve finalized PDFs), Sign Now (to sign immediately), Resend (to resend invitation emails), or Design (to edit templates).

Understanding the Delivery Logic (Signing Order):

• If Signing Order is Enabled: Invitation emails are sent sequentially one-by-one. The next signer only receives their invitation email after the previous signer has signed.
• If Signing Order is Disabled: Invitation emails are dispatched to all signers at once simultaneously.

Clicking the Review & Sign button inside the invitation email securely redirects signers directly to the professional, web-based signing portal. No login or Odoo account is required!

Once the Signer Portal opens, signers can easily view the document, click on their assigned fields (like the highlighted SIGN HERE area), and fill in mandatory values. A helpful notification bar at the bottom guides them to complete all required details to finalize the signature.

Clicking any signature field opens the Adopt Your Signature wizard. Signers can quickly apply their signatures using three flexible methods:

• Type: Type the name and choose from a selection of elegant cursive font styles.
• Draw: Use a touchscreen, mouse, or trackpad to draw a custom signature directly on the screen.
• Upload: Upload an image file of a physical handwritten signature.

Once all mandatory fields are completed, the signature is applied. The bottom status bar shifts to All fields completed. You can now finalize the document, and the purple Finalize & Sign button becomes visible in the top-right toolbar to complete the process.

Once the document is finalized, a secure confirmation popup opens to thank the signer and confirm the successful signature. From here, signers can instantly download a completed, legally-binding copy of the PDF.

After closing the completion popup, the signer is redirected to a comprehensive Document Summary page. Here, they can view key metadata (such as signed date and expiration date), download the finalized PDF, and review a transparent Communication History audit log documenting exact activity timestamps.

Click the Share button in the designer toolbar to open the Share Document Link popup. This instantly generates copyable, secure public signing links for each designated signer. You can easily share these links directly via chat apps, private messages, or messaging channels (like Slack, Teams, or WhatsApp) for immediate signing without relying on email!

When a signer opens the shared public link in their web browser, a secure Ready to Sign? welcome screen opens. The signer simply inputs their Full Name and Email Address, then clicks Start Signing Now to instantly launch the interactive signing portal!

Instantly generate and download the finalized, high-resolution PDF once all parties have signed. eSign Pro perfectly embeds all signatures, text, and initials into the document, seamlessly merges multiple files into a single continuous PDF, and automatically attaches a legally binding Audit Trail Certificate at the end for total compliance.