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Document and Sign

by
Odoo

$ 150.00

In-App Purchases
v 19.0 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 140
Technical Name fal_sign_template
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetdoc0042-document-and-sign-6816
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sign (sign)
• Discuss (mail)
Lines of code 140
Technical Name fal_sign_template
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetdoc0042-document-and-sign-6816
Versions 18.0 19.0


ODOO'S FUNCTION

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'S FUNCTION

CLuedoo extends Odoo’s capabilities by enabling users to:

1️⃣ Reuse field templates from existing PDFs and apply them seamlessly to newly uploaded documents.

2️⃣ Upload document and select the template in Signature Request Activities , eliminating pre-configuration steps and optimizing the signing process for efficiency.

CONFIGURATION


We can create/edit our template by navigating to the Sign application > Templates > 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.

USAGE


1.

Go to Approvals or any module with scheduled activities of your choice > Create a new request or select an existing one > Click on Activity and a Schedule Activity window will appear > Set the Activity Type to Request Signature/Signature > Click Schedule/Save

2.

Click 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

3.

Go to Sign > All Documents. You can access the document(s) to facilitate the signature request.

4.

Open the document and select the "Sign Now" option to proceed with signing the file.

The layout from the existing template is applied to your uploaded document.

OR

You can also go to Documents > Select "Upload a PDF & Sign" and then upload the document of your choice

Choose "Sign Template" to choose the template you want to apply to your document, then click "Confirm".

The layout from the existing template will be applied to your uploaded document.

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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