[ADD] Sign: section on Field Types
Task #: 2585411
closes odoo/documentation#1511
X-original-commit: 7ca24b13ef
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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:show-content:
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====
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Sign
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====
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@ -11,6 +9,9 @@ filled out with the user's detail if they are logged in.
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.. seealso::
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- `Odoo Sign: product page <https://www.odoo.com/app/sign>`_
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- `Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
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.. _sign/validity:
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Validity of electronic signatures
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=================================
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@ -68,6 +69,53 @@ Overall, to be recognized as valid, electronic signatures have to meet five crit
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.. note::
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The information provided here does not constitute legal advice; it is provided for general
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informational purposes only. As laws governing electronic signatures evolve rapidly, we cannot
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guarantee that the information is up to date. We advise you to should contact a local attorney to
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obtain legal advice.
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informational purposes only. As laws governing electronic signatures rapidly evolve, we cannot
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guarantee whether all information is up to date or not. We advise contacting a local attorney for
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legal advice regarding electronic signature compliance and validity.
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.. _sign/field-types:
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Field Types
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===========
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By configuring your own *Field Types*, also known as *Signature Item Types*, you can make the
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signing process even faster for your customers, partners, and employees.
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To create and customize fields, activate the :ref:`developer mode <developer-mode>`. Then head to
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:menuselection:`Documents --> Configuration --> Field Types` and click on *Create*.
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After giving your new field a name, select one of the six *Types* available:
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- **Signature**: users are prompted to enter their signature either by drawing it, automatically
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generating one based on their name, or uploading a local file (usually an image). Each subsequent
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*Signature* field then reuses the data entered in the first field.
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- **Initial**: users are prompted to enter their initials, in a similar way to the *Signature*
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field.
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- **Text**: users enter text on a single line.
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- **Multiline Text**: users enter text on multiple lines.
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- **Checkbox**: users can tick a box (e.g.,to mark their approval or consent).
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- **Selection**: users choose a single option from a variety of options.
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Next, you have the option to auto-complete fields for users based on their Odoo profile information
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by using *Automatic Partner Field*. To this end, the *Name*, *Email*, *Phone*, and *Company* fields
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are preconfigured in your database.
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.. note::
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Users can freely edit auto-completed fields.
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.. image:: sign/field-example.png
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:align: center
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:alt: Company field example in Odoo Sign
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You can then change the size of the field by editing the *Default Width* and *Default Height*. Both
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sizes are defined as a percentage of the full-page expressed as a decimal, with 1 equalling the
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full-page's width or height. By default, the width of new fields you create is set to 15% (0.150)
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of a full-page's width, while their height is set to 1.5% (0.015) of a full-page's height.
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Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side of the user's screen
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during the signing process. You can also use a *Placeholder* text to be displayed inside the field
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before it is completed.
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.. image:: sign/tip-placeholder.png
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:align: center
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:alt: Tip and placeholder example in Odoo Sign
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content/applications/finance/sign/field-example.png
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content/applications/finance/sign/tip-placeholder.png
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