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v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sign (sign)
Discuss (mail)
Lines of code 136
Technical Name fal_sign_template
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-doc-0042-document-and-sign-6816
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sign (sign)
Discuss (mail)
Lines of code 136
Technical Name fal_sign_template
LicenseOPL-1
Websitehttps://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
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
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 .

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
3.
Go to Sign > All Documents > We are able to access the documents you have uploaded in order to facilitate the signature request.
4.
Open the document and select the "Sign now" option to proceed with signing the file.


OR
We can also go to Sign application > Select "Upload a PDF & Sign" and then upload the document you want to sign
Choose "Sign Template" to choose the template you want to apply to your document, then click "Sign now"
5.

Review the document and confirm the signature. Once validated, the document is officially signed





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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