diff --git a/content/applications/finance/sign.rst b/content/applications/finance/sign.rst index 7d5793996..d27b60fa8 100644 --- a/content/applications/finance/sign.rst +++ b/content/applications/finance/sign.rst @@ -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] `_