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There is a wizard (sign.oca.template.generate.multi) that can be used | ||
for any model needed. If there is a template without a linked model or | ||
linked to a model (res.partner for example) an action will be | ||
automatically displayed in the tree and form view (only for users with | ||
Sign permissions). |
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- Enric Tobella (www.dixmit.com) | ||
- [Tecnativa](https://www.tecnativa.com): | ||
- Víctor Martínez |
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3 changes: 2 additions & 1 deletion
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sign_oca/readme/DESCRIPTION.rst → sign_oca/readme/DESCRIPTION.md
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This module allows to create documents for signature inside Odoo using OWL. | ||
This module allows to create documents for signature inside Odoo using | ||
OWL. |
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## Tasks | ||
|
||
- Ensure that the signature is inalterable. Maybe we might need to use | ||
some tools like endevise or pyHanko with a certificate. Signer can be | ||
authenticated using OTP. |
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## Creation of templates | ||
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||
- Access Sign / Templates | ||
- Create a new template | ||
- Add a PDF File | ||
- Access the configuration menu | ||
- You can add a field by doing a right click inside a page | ||
- Click on the field in order to delete or edit some configuration of it | ||
- The template is autosaved | ||
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## Sign role | ||
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- Access Sign / Settings / Roles | ||
- Create a new role (Equipment employee for example) | ||
- You can set the Partner type you need (empty, default or expression). | ||
- With the expression option you can set: \${object.field_name.id} | ||
- If you create a sign request from template signer will be auto-create | ||
according to roles | ||
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## Sign a document from template | ||
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- Access Sign / Templates | ||
- Press the Sign button from a template | ||
- Fill all the possible partners that will sign the document | ||
- You can link the template to a model (maintenance.equipment for | ||
example) | ||
- The signature action will be opened. | ||
- There, you can fill all the data you need. | ||
- Once you finish, press the sign button on the top | ||
- When the last signer signs it, the final file will be generated as a | ||
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## Sign a pending document | ||
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- Go to the pencil icon in the upper right corner (systray) of the sign | ||
request to access the pending signatures. | ||
- Press the Sign button from signer request | ||
- The signature action will be opened. | ||
- There, you can fill all the data you need. | ||
- Once you finish, press the sign button on the top | ||
- When the last signer signs it, the final file will be generated as a | ||
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## Sign from template | ||
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- Go to any list view or form view (except sign.oca models), e.g.: | ||
Contacts | ||
- Select multiple records (3 for example). | ||
- The "Sign from template" action will be available if there are any | ||
sign templates created that are not linked to any model and/or any | ||
linked to the corresponding model. | ||
- Select a template. | ||
- Click on the "Generate" button. | ||
- 3 requests will be created (each linked to each selected record) BUT | ||
no signer will be set. | ||
- Some extra modules (e.g. maintenance_sign_oca) will automatically set | ||
the signers for each request. |
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