{"id":520260,"date":"2026-01-02T08:57:32","date_gmt":"2026-01-02T08:57:32","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=520260"},"modified":"2026-03-24T07:04:27","modified_gmt":"2026-03-24T07:04:27","slug":"odoo-sign-document-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-sign-document-documentation\/","title":{"rendered":"User Manual For Odoo Sign Document"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Introduction<\/h2>\n<\/div><\/div>\n\n\n\n<p><strong><a href=\"https:\/\/store.webkul.com\/odoo-sign-document.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Sign Document<\/a><\/strong> helps businesses send PDF documents for digital signing using email-based secure links. <\/p>\n\n\n\n<p>It allows admins to prepare documents, place sign elements, and share them with customers easily.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Once the document is signed by the customer, the admin automatically receives a confirmation email, ensuring smooth approval handling.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Features<\/h2>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create reusable sign items for multiple documents<\/li>\n\n\n\n<li>Support text, date, signature, and textarea fields<\/li>\n\n\n\n<li>Design reusable sign templates linked to models<\/li>\n\n\n\n<li>Upload PDF documents for digital signing workflows<\/li>\n\n\n\n<li>Drag and place sign elements on PDFs<\/li>\n\n\n\n<li>Resize sign elements to fit document layout<\/li>\n\n\n\n<li>Send documents to customers via secure email links<\/li>\n\n\n\n<li>Allow customers to sign documents without login<\/li>\n\n\n\n<li>Receive admin email notification after document signing<\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Installation<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive a link to download <strong>module&#8217;s zip<\/strong> <strong>file<\/strong>.<\/li>\n\n\n\n<li>Extract the file on your system after download finishes. As a result, you will be able to see a folder named- \u2018<strong>odoo_sign_document\u2019<\/strong>.<\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open Odoo App and click on the Settings menu. Here, click on Activate <strong>Developer Mode<\/strong>.<\/li>\n\n\n\n<li>Then, open Apps menu and click on \u2018<strong>Update Modules List<\/strong>\u2019.<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>odoo_sign_document<\/strong>\u2019<\/li>\n\n\n\n<li>You will be able to see module in the search results. Click on \u2018<strong>Activate<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-wk-block-youtube-video wp-block-wk-block--yt-video components-placeholder wk-block--yt-video wk-block-yt-classic\"><div class=\"wk-block--yt-video-frame\"><div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"mBcTX19jaM8\"><div class=\"components-placeholder__instructions\">mBcTX19jaM8<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Workflow<\/h2>\n<\/div><\/div>\n\n\n\n<p>After installing <strong>Odoo Sign Document<\/strong>, start by creating the sign items that will be used in documents.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">1. <strong>Create Sign Items<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>Navigate to Sign Document, then click Configuration and select Sign Items. <\/p>\n\n\n\n<p>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.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"265\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-sign-items.webp\" alt=\" Create Sign Items\" class=\"wp-image-520261\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-sign-items.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-sign-items-300x71.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-sign-items-250x59.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-sign-items-768x182.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">2. <strong>Upload PDF and Place sign elements<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>Now, go to <strong>Documents<\/strong> and upload a PDF file. Afterwards, uploading, the document preview will open with available sign elements.<\/p>\n\n\n\n<p>Drag the required sign elements onto the PDF, resize them as needed, place them correctly, and then click <strong>Save Template<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/upload-pdf-document.webp\" alt=\"Upload PDF documents\" class=\"wp-image-520262\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/upload-pdf-document.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/upload-pdf-document-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/upload-pdf-document-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/upload-pdf-document-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">3. <strong>Send Document for Signature<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>Click on the uploaded document and then click the <strong>Send<\/strong> button. Afterwards select the contact to whom the document should be sent and confirm by clicking <strong>Send<\/strong>. <\/p>\n\n\n\n<p>Thus, this document is now sent to the customer for signing.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-for-sign.webp\" alt=\"send documents for sign\" class=\"wp-image-520264\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-for-sign.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-for-sign-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-for-sign-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-for-sign-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">4. <strong>Create Contextual Sign Templates<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>You can also create reusable sign templates with contextual actions. Go to <strong>Sign Templates, then click New<\/strong>.<\/p>\n\n\n\n<p>Then select the required model, choose the sign items for the template, and upload a PDF if needed.<\/p>\n\n\n\n<p>After saving, click <strong>Create Contextual Action<\/strong> so that the same template can be sent for different records of the selected model.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"355\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-contextual-sign-templates.webp\" alt=\"sign contextual document\" class=\"wp-image-520268\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-contextual-sign-templates.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-contextual-sign-templates-300x95.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-contextual-sign-templates-250x79.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/create-contextual-sign-templates-768x243.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">5. <strong>Send Document Using Sign Template<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings, then click Users &amp; Companies, then select Companies from the dropdown menu<\/strong> and then select the required company.<br>After that, go to the <strong>Actions<\/strong> menu, choose to send the signed document using the configured company template.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-using-sign-template.webp\" alt=\"send document using sign template\" class=\"wp-image-520270\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-using-sign-template.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-using-sign-template-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-using-sign-template-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/send-document-using-sign-template-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">6. <strong>Admin Receives Signing Confirmation<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>Once the customer completes the signing process, then an <strong>automatic email notification<\/strong> is sent to the admin confirming that the document has been signed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/admin-receives-signing-confirmation.webp\" alt=\"admin receives signing confirmation\" class=\"wp-image-520271\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/admin-receives-signing-confirmation.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/admin-receives-signing-confirmation-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/admin-receives-signing-confirmation-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/01\/admin-receives-signing-confirmation-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Need Help?<\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at support@webkul.com.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 <a href=\"https:\/\/webkul.com\/blog\/odoo-sign-document-documentation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":728,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[1267,590],"class_list":["post-520260","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User manual For Odoo Sign Document<\/title>\n<meta name=\"description\" content=\"Odoo Sign Document helps send PDF documents for digital signing using email links, reusable templates, and sign elements.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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