diff --git a/content/applications/finance/sign.rst b/content/applications/finance/sign.rst index a6c1a9d6a..f189cd938 100644 --- a/content/applications/finance/sign.rst +++ b/content/applications/finance/sign.rst @@ -1,5 +1,3 @@ -:show-content: - ==== Sign ==== @@ -11,6 +9,9 @@ filled out with the user's detail if they are logged in. .. seealso:: - `Odoo Sign: product page `_ + - `Odoo Tutorials: Sign `_ + +.. _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. \ No newline at end of file + 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 `. 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 \ No newline at end of file diff --git a/content/applications/finance/sign/field-example.png b/content/applications/finance/sign/field-example.png new file mode 100644 index 000000000..cde0ed6a2 Binary files /dev/null and b/content/applications/finance/sign/field-example.png differ diff --git a/content/applications/finance/sign/tip-placeholder.png b/content/applications/finance/sign/tip-placeholder.png new file mode 100644 index 000000000..d2e88de37 Binary files /dev/null and b/content/applications/finance/sign/tip-placeholder.png differ