[ADD] Sign: section on Field Types

Task #: 2585411

closes odoo/documentation#1510

X-original-commit: 7ca24b13ef
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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Xavier (xpl) 2021-06-29 14:57:25 +00:00 committed by Xavier
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====
Sign
====
@ -11,6 +9,9 @@ filled out with the user's detail if they are logged in.
.. seealso::
- `Odoo Sign: product page <https://www.odoo.com/app/sign>`_
- `Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
.. _sign/validity:
Validity of electronic signatures
=================================
@ -68,6 +69,53 @@ Overall, to be recognized as valid, electronic signatures have to meet five crit
.. note::
The information provided here does not constitute legal advice; it is provided for general
informational purposes only. As laws governing electronic signatures evolve rapidly, we cannot
guarantee that the information is up to date. We advise you to should contact a local attorney to
obtain legal advice.
informational purposes only. As laws governing electronic signatures rapidly evolve, we cannot
guarantee whether all information is up to date or not. We advise contacting a local attorney for
legal advice regarding electronic signature compliance and validity.
.. _sign/field-types:
Field Types
===========
By configuring your own *Field Types*, also known as *Signature Item Types*, you can make the
signing process even faster for your customers, partners, and employees.
To create and customize fields, activate the :ref:`developer mode <developer-mode>`. Then head to
:menuselection:`Documents --> Configuration --> Field Types` and click on *Create*.
After giving your new field a name, select one of the six *Types* available:
- **Signature**: users are prompted to enter their signature either by drawing it, automatically
generating one based on their name, or uploading a local file (usually an image). Each subsequent
*Signature* field then reuses the data entered in the first field.
- **Initial**: users are prompted to enter their initials, in a similar way to the *Signature*
field.
- **Text**: users enter text on a single line.
- **Multiline Text**: users enter text on multiple lines.
- **Checkbox**: users can tick a box (e.g.,to mark their approval or consent).
- **Selection**: users choose a single option from a variety of options.
Next, you have the option to auto-complete fields for users based on their Odoo profile information
by using *Automatic Partner Field*. To this end, the *Name*, *Email*, *Phone*, and *Company* fields
are preconfigured in your database.
.. note::
Users can freely edit auto-completed fields.
.. image:: sign/field-example.png
:align: center
:alt: Company field example in Odoo Sign
You can then change the size of the field by editing the *Default Width* and *Default Height*. Both
sizes are defined as a percentage of the full-page expressed as a decimal, with 1 equalling the
full-page's width or height. By default, the width of new fields you create is set to 15% (0.150)
of a full-page's width, while their height is set to 1.5% (0.015) of a full-page's height.
Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side of the user's screen
during the signing process. You can also use a *Placeholder* text to be displayed inside the field
before it is completed.
.. image:: sign/tip-placeholder.png
:align: center
:alt: Tip and placeholder example in Odoo Sign

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