Odoo Digital Signature is a fast way to send, sign and approve your business documents. With Odoo Sign module available in Enterprise version, you can prepare contracts by dragging and dropping blocks to be completed by the opposition parties, submit signature requests in seconds and track status of sent documents. In this blog deals with the configuration process and uses of Odoo Digital Signature.
Before that, you need to install “Digital Signatures” module.
This module is available only in Odoo 10 enterprise version.
After successful installation, you will find the app named “Documents” in your app list.
Go to Document app and you can see a Button named ‘REQUEST A SIGNATURE’ on the left side of the form.
On clicking button, new button ‘UPLOAD A PDF TEMPLATE’ appears and now you can upload a pdf file from your system.
After uploading the file, it is easy to edit and modify the file with drag and drop feature as shown in an image.
Then go to Settings > Technical > Email > Outgoing Mail servers and click create.
You can test your connection that it’s created successfully or not.
Now after you get success message you need to configure this outgoing server to email template of our “Digital Signature” module.
For that go to Settings > Technical > Email > Templates.
There is a template named as “Document Sign Request”. Open that template and go to “Advanced Settings”.
In that field “Outgoing Mail Server”, search for your outgoing mail server name and save it.
Now, we can send our document to all partners.
After successfully sending that file to partners, they got a mail containing this sent document. After that, they need to sign that document and resend it.
For that, click on “Sign Document Now” button.
Now page will redirect to Odoo document page and from there on clicking signature on the document, you can create the signature.
Adopt and Sign: After adding the signature, by clicking this field your signature is upload to document.
After completing the document automatically “Validate and Send Completed Document” button is available at the end of a document by clicking on it this document is forwarded to the person who is created and also updated status.