Sign

Last updated: November 18, 2019

Sign


With Odoo sign module, one can easily send, sign and approve documents online. From uploading your PDF to drag & drop of fields, the module has its own special wing of offerings. Odoo Sign is a fast and convenient mode to get signed and approve the documents.

One can complete the signature requests in seconds and track status of sent documents.

To start with, install the Odoo sign app.

So right away entering into the application you have a view of all of our templates, that we have already uploaded.

To upload a new template, click the button UPLOAD A PDF TEMPLATE.

In order to check out all the signatures that we already requested for, go to Sign> Signatures.

Here currently we don’t have any. However to request the signature, you can click on REQUEST A SIGNATURE button.

You will be navigated to a list of templates created. You can select your desired template and send a request via clicking the button SEND A REQUEST.

Right away you get a preview of that pdf document.

Here one can also add certain fields.For instance if you want certain initials in this document, you can simply select the initials field and drag and drop to the exact location where oyu need the initials.

You can see here the responsible is the customer. One can either add the initials to this page alone via clicking the ADD ONCE option and initials to all pages via clicking the option ADD ON ALL PAGES.

If you are required of the signature for this document, you can select SIGNATURE from top,

Drag and drop it to the exact location where you need the signature.

You can select here whether the field is mandatory or not.

And VALIDATE.

Like same way we added initials and signatures, one can add many elements to the documents.

And once you are done with all the requirements, click SEND button.

You can see a mail template requesting signature. You can add here the employee and the customer whose signature is required and also the messages.

Click SEND button to send the mail.

Once again you get to the preview of the document with signatures waiting from the employee and the customer. Via clicking the RESEND button, one can send the email to the particular person.

One can access the very same ffrom the Kanban view of the Signature Dashboard.

Via simply clicking it you again get back to its preview.

Via clicking the three dots, you can access to more info of it.

From the preview page itself, one can sign the document. For that click the SIGN NOW button.

CLICK TO START.

And proceed.

Click ADOPT AND SIGN.

You can see the initials done in the document.

Configuring Roles

Before requesting signature on your documents, it is very necessary to configure the roles i.e. whose signature you need in the document. For that go to Sign > Configuration> Roles.

Upon clicking CREATE button you can create new roles in the company.

Isn’t it that simple. CLICK save to mark the changes.

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

London

Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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