[IMP] sign: tags, signing orders, reminders, expiration dates
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#7398
X-original-commit: 054801995e
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
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@ -100,6 +100,14 @@ and the status of the signatures.
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.. image:: sign/signature-status.png
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:alt: Signature status
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Validity dates and reminders
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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You can set **validity dates** on limited-duration agreement documents or send **automatic email
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reminders** to obtain signatures on time. From your dashboard, click :guilabel:`Send` on your
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document. On the new page, go to the :guilabel:`Options` section and fill in the :guilabel:`Valid
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Until` and :guilabel:`Reminder` fields.
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Templates
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---------
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@ -120,9 +128,10 @@ immediately.
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.. tip::
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You can **create a template from a document that was previously sent**. To do so, go to
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:menuselection:`Documents --> All Documents`. On the document you want to retrieve, click on
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⋮, then :guilabel:`Template`. Click on ⋮ again, then :guilabel:`Restore`. Your document now
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appears on your dashboard next to your other templates.
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:menuselection:`Documents --> All Documents`. On the document you want to retrieve, click on the
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the vertical ellipsis (:guilabel:`⋮`), then :guilabel:`Template`. Click on the vertical ellipsis
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(:guilabel:`⋮`) again, then :guilabel:`Restore`. Your document now appears on your dashboard next
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to your other templates.
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.. _sign/role:
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@ -226,8 +235,8 @@ document.
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Tags
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====
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Tags can be used to categorize and organize documents, allowing users to search for and filter
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documents based on specific criteria quickly.
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Tags can be used to categorize and organize documents, allowing users to quickly search for and
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filter documents based on specific criteria.
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You can manage tags by going to :menuselection:`Configuration --> Tags`. To create a tag, click
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:guilabel:`New`. On the new line, add the :guilabel:`Tag Name` and select a :guilabel:`Color Index`
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@ -235,23 +244,25 @@ for your tag.
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To apply a tag to a document, use the dropdown list available in your document.
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.. note::
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You can modify the tags of a signed document by going to :menuselection:`Documents --> All
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Documents`, clicking the vertical ellipsis (:guilabel:`⋮`) on your document, then
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:guilabel:`Details`, and modifying your :guilabel:`Tags`.
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Sign order
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==========
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When a document needs to be signed by different parties, the signing order lets you control the
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order in which your recipients receive it for signature.
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By going to :menuselection:`Configuration --> Settings`, you can :guilabel:`Enable Signing Order`.
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After uploading a PDF with at least two signature fields with two different roles and clicking
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:guilabel:`Send`, toggle the :guilabel:`Specify Signing Order` button and search for the signer's
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name or email information to add them. You can decide on the signing order by typing **1** or **2**
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in the first column.
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Each recipient receives the signature request notification only once the previous recipient has
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completed their action.
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Add at least two :guilabel:`Signature` fields with different roles to your document. Click
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:guilabel:`Send`, go to the :guilabel:`Options` tab, and tick the :guilabel:`Specify signing order`
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box.
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Add the signer's :guilabel:`Name or email` information. You can decide on the :guilabel:`Sign Order`
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by typing :guilabel:`1` or :guilabel:`2` in the :guilabel:`Sign Order` column.
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.. seealso::
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`Odoo Quick Tips: Sign order [video] <https://www.youtube.com/watch?v=2KUq7RPt1cU/>`_
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