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[IMP] sign: tags, signing orders, reminders, expiration dates

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task-3609727

New features are available in v17:
Modify tags on signed documents.
Send automatic email reminders to people who have yet to sign a document after a set delay.
Signing order available as soon as you have more than one signer
Setting expiration dates on signature requests.

closes odoo/documentation#6947

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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Donatienne (dopi) 2023-12-15 14:25:20 +01:00 committed by Xavier (XPL)
parent 7d5afdda56
commit 054801995e
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content/applications/finance/sign.rst
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@ -100,6 +100,14 @@ and the status of the signatures.
.. image:: sign/signature-status.png
:alt: Signature status
Validity dates and reminders
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
You can set **validity dates** on limited-duration agreement documents or send **automatic email
reminders** to obtain signatures on time. From your dashboard, click :guilabel:`Send` on your
document. On the new page, go to the :guilabel:`Options` section and fill in the :guilabel:`Valid
Until` and :guilabel:`Reminder` fields.
Templates
---------
@ -120,9 +128,10 @@ immediately.
.. tip::
You can **create a template from a document that was previously sent**. To do so, go to
:menuselection:`Documents --> All Documents`. On the document you want to retrieve, click on
⋮, then :guilabel:`Template`. Click on ⋮ again, then :guilabel:`Restore`. Your document now
appears on your dashboard next to your other templates.
:menuselection:`Documents --> All Documents`. On the document you want to retrieve, click on the
the vertical ellipsis (:guilabel:`⋮`), then :guilabel:`Template`. Click on the vertical ellipsis
(:guilabel:`⋮`) again, then :guilabel:`Restore`. Your document now appears on your dashboard next
to your other templates.
.. _sign/role:
@ -226,8 +235,8 @@ document.
Tags
====
Tags can be used to categorize and organize documents, allowing users to search for and filter
documents based on specific criteria quickly.
Tags can be used to categorize and organize documents, allowing users to quickly search for and
filter documents based on specific criteria.
You can manage tags by going to :menuselection:`Configuration --> Tags`. To create a tag, click
:guilabel:`New`. On the new line, add the :guilabel:`Tag Name` and select a :guilabel:`Color Index`
@ -235,23 +244,25 @@ for your tag.
To apply a tag to a document, use the dropdown list available in your document.
.. note::
You can modify the tags of a signed document by going to :menuselection:`Documents --> All
Documents`, clicking the vertical ellipsis (:guilabel:`⋮`) on your document, then
:guilabel:`Details`, and modifying your :guilabel:`Tags`.
Sign order
==========
When a document needs to be signed by different parties, the signing order lets you control the
order in which your recipients receive it for signature.
By going to :menuselection:`Configuration --> Settings`, you can :guilabel:`Enable Signing Order`.
After uploading a PDF with at least two signature fields with two different roles and clicking
:guilabel:`Send`, toggle the :guilabel:`Specify Signing Order` button and search for the signer's
name or email information to add them. You can decide on the signing order by typing **1** or **2**
in the first column.
Each recipient receives the signature request notification only once the previous recipient has
completed their action.
Add at least two :guilabel:`Signature` fields with different roles to your document. Click
:guilabel:`Send`, go to the :guilabel:`Options` tab, and tick the :guilabel:`Specify signing order`
box.
Add the signer's :guilabel:`Name or email` information. You can decide on the :guilabel:`Sign Order`
by typing :guilabel:`1` or :guilabel:`2` in the :guilabel:`Sign Order` column.
.. seealso::
`Odoo Quick Tips: Sign order [video] <https://www.youtube.com/watch?v=2KUq7RPt1cU/>`_