Document and Sign
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-doc-0042-document-and-sign-6816
Odoo
$ 148.68
In-App PurchasesAvailability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sign (sign)
• Discuss (mail) |
Lines of code | 136 |
Technical Name |
fal_sign_template |
License | OPL-1 |
Website | https://www.cluedoo.com/shop/lic-clu-set-doc-0042-document-and-sign-6816 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sign (sign)
• Discuss (mail) |
Lines of code | 136 |
Technical Name |
fal_sign_template |
License | OPL-1 |
Website | https://www.cluedoo.com/shop/lic-clu-set-doc-0042-document-and-sign-6816 |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
By default, in Odoo,
users are unable to upload documents and dynamically apply predefined templates.
Moreover, there is no upload option, as well as template selection, included in the
Signature Request Activities
.
CLUEDOO BEHAVIOR
CLuedoo extends Odoo’s capabilities by enabling users to:
- Reuse field templates from existing PDFs and apply them seamlessly to newly uploaded documents.
-
Upload document
and
select
the template in
Signature Request Activities
, eliminating pre-configuration steps and optimizing the signing process for efficiency.
CLUEDOO RECOMMENDATION
Install on 100% of your database.
OUR FEATURES AS SOLUTIONS
Reuse templates and upload button in Signature Request Activities
HOW TO USE THIS MODULE?
1.
Go to
Sales
> Create a new Sales Order or select an existing one > Click on
Activities
and a
Schedule Activity
window will appear > Set the Activity Type to
Request Signature
> Click
Schedule
|
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2.
Choose
Request Signature
and set the sign template > Upload the document you need signed >
Sign Now/ Send
If the
Sign Now
option is selected, proceed directly to step 4 to sign immediately
|
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We can create/edit our template by navigating to the
Sign application
>
selecting the option to
upload a PDF template
and
customizing
it as needed
.
|
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We can also upload a document first and subsequently
apply the layout from a different template
to our template by using the
"Sign Template"
button
|
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3.
Go to
Sign
>
All Documents
> We are able to access the documents you have uploaded in order to facilitate the signature request.
|
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4.
Open the document and select the
"Sign now"
option to proceed with signing the file.
|
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OR
We can also go to Sign application > Select
"Upload a PDF & Sign"
and then upload the document you want to sign
|
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Choose
"Sign Template"
to choose the template you want to apply to your document, then click
"Sign now"
|
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5.
Review the document and confirm the signature. Once validated, the document is officially signed |
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|
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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.
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