User Manual For Odoo Sign Document
Introduction
Odoo Sign Document helps businesses send PDF documents for digital signing using email-based secure links.
It allows admins to prepare documents, place sign elements, and share them with customers easily.
Odoo Sign Document removes manual paperwork by offering a simple signing workflow. Customers can sign documents online without logging in, making the process fast and convenient.
Once the document is signed by the customer, the admin automatically receives a confirmation email, ensuring smooth approval handling.
Features
- Create reusable sign items for multiple documents
- Support text, date, signature, and textarea fields
- Design reusable sign templates linked to models
- Upload PDF documents for digital signing workflows
- Drag and place sign elements on PDFs
- Resize sign elements to fit document layout
- Send documents to customers via secure email links
- Allow customers to sign documents without login
- Receive admin email notification after document signing
Installation
- Once you purchase the App from Webkul store, you will receive a link to download module’s zip file.
- Extract the file on your system after download finishes. As a result, you will be able to see a folder named- ‘odoo_sign_document’.
- Copy and paste this folder inside your Odoo Add-Ons path.
- Now, open Odoo App and click on the Settings menu. Here, click on Activate Developer Mode.
- Then, open Apps menu and click on ‘Update Modules List’.
- In the search bar, remove all the filters and search ‘odoo_sign_document’
- You will be able to see module in the search results. Click on ‘Activate’ to install it.
Workflow
After installing Odoo Sign Document, start by creating the sign items that will be used in documents.
1. Create Sign Items
Navigate to Sign Document, then click Configuration and select Sign Items.
To create a new sign item, click on New, enter a name, select a field type, enable the Required option if needed, and add an icon code for visual representation.
2. Upload PDF and Place sign elements
Now, go to Documents and upload a PDF file. Afterwards, uploading, the document preview will open with available sign elements.
Drag the required sign elements onto the PDF, resize them as needed, place them correctly, and then click Save Template.
3. Send Document for Signature
Click on the uploaded document and then click the Send button. Afterwards select the contact to whom the document should be sent and confirm by clicking Send.
Thus, this document is now sent to the customer for signing.
4. Create Contextual Sign Templates
You can also create reusable sign templates with contextual actions. Go to Sign Templates, then click New.
Then select the required model, choose the sign items for the template, and upload a PDF if needed.
After saving, click Create Contextual Action so that the same template can be sent for different records of the selected model.
5. Send Document Using Sign Template
- Go to Settings, then click Users & Companies, then select Companies from the dropdown menu and then select the required company.
After that, go to the Actions menu, choose to send the signed document using the configured company template.
6. Admin Receives Signing Confirmation
Once the customer completes the signing process, then an automatic email notification is sent to the admin confirming that the document has been signed.
Need Help?
Hope you find guide helpful! Please feel free to share your feedback in the comments below.
If you still have any issues/queries, please create a ticket at the UV Desk.
I hope this helps. In case of any further queries, contact us at support@webkul.com.
Thanks for paying attention!!