diff --git a/content/applications/finance/sign.rst b/content/applications/finance/sign.rst index 32a365493..8bd5e580d 100644 --- a/content/applications/finance/sign.rst +++ b/content/applications/finance/sign.rst @@ -92,12 +92,75 @@ sign it. Roles are available by going to :menuselection:`Sign --> Configuration --> Roles`. It is possible to update existing roles or to create new roles by clicking on :guilabel:`Create`. -Choose a :guilabel:`Role Name`, add an :guilabel:`Extra Authentification Step` to confirm the -identity of the person, and if the document can be reassigned to another contact then you can select +Choose a :guilabel:`Role Name`, add an :guilabel:`Extra Authentication Step` to confirm the +identity of the signing person, and if the document can be reassigned to another contact, select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` can also be chosen for the role. This color can help understand which roles are responsible for which field when configuring a template. +Secured identification +---------------------- + +As the owner of a document, you may request an :guilabel:`Extra Authentication Step` through an SMS +verification or via Itsme® (available in Belgium and the Netherlands). Both authentication options +require :ref:`credits `. If you do not have any credits left, the authentication +steps will be skipped. + +.. seealso:: + - :doc:`In-App Purchase (IAP) <../general/in_app_purchase>` + - :doc:`SMS pricing and FAQ <../marketing/sms_marketing/pricing/pricing_and_faq>` + +SMS verification +~~~~~~~~~~~~~~~~ + +Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the :guilabel:`Extra +Authentication Step` column for the role, and select :guilabel:`Unique Code Via SMS`. + +.. image:: sign/sms-verification.png + :align: center + :alt: Add a hash to your document + +Go to the document to sign, add the field for which the SMS verification is required, for example +the :guilabel:`Signature` field, and click :guilabel:`Send`. A page pops up, select the customer, +and click :guilabel:`Send`. + +The person signing the document fills in the :guilabel:`Signature` field and clicks +:guilabel:`Validate & Send Completed Document`. A :guilabel:`Final Validation` page pops up where to +add their phone number. One-time codes are sent by SMS. + +.. image:: sign/final-validation.png + :align: center + :alt: fill in your phone number for final validation + +.. note:: + - This feature is enabled by default. + - As soon as the :guilabel:`Extra Authentication Step` applies to a role, this validation step is + requested for any field assigned to this role. + +Itsme® +~~~~~~ + +Go to :menuselection:`Sign --> Configuration --> Settings` and enable :guilabel:`Identify with +itsme®`. + +Then, go to :menuselection:`Sign --> Configuration --> Roles`. Click in the :guilabel:`Extra +Authentication Step` column for the role, and select :guilabel:`Via itsme®`. + +Go to the document that needs to be signed and add the :guilabel:`Signature` field. Switch the role +to :guilabel:`customer (identified with itsme®)`, and click :guilabel:`Validate`, and +:guilabel:`Send`. + +.. image:: sign/itsme-identification.png + :align: center + :alt: select customer identified with itsme® + +The person signing the document fills in the :guilabel:`Signature` field and clicks +:guilabel:`Validate & Send Completed Document`. A :guilabel:`Final Validation` page pops up, and the +person must authenticate with itsme®. + +.. note:: + This feature is only available in Belgium and the Netherlands. + .. _sign/field-types: Field Types diff --git a/content/applications/finance/sign/edit-field-types.png b/content/applications/finance/sign/edit-field-types.png index 99fc12597..90babe68a 100644 Binary files a/content/applications/finance/sign/edit-field-types.png and b/content/applications/finance/sign/edit-field-types.png differ diff --git a/content/applications/finance/sign/final-validation.png b/content/applications/finance/sign/final-validation.png new file mode 100644 index 000000000..9aab7f276 Binary files /dev/null and b/content/applications/finance/sign/final-validation.png differ diff --git a/content/applications/finance/sign/itsme-identification.png b/content/applications/finance/sign/itsme-identification.png new file mode 100644 index 000000000..d1437bfd6 Binary files /dev/null and b/content/applications/finance/sign/itsme-identification.png differ diff --git a/content/applications/finance/sign/sign-hash.png b/content/applications/finance/sign/sign-hash.png index 07066598a..4a9dc3b08 100644 Binary files a/content/applications/finance/sign/sign-hash.png and b/content/applications/finance/sign/sign-hash.png differ diff --git a/content/applications/finance/sign/sms-verification.png b/content/applications/finance/sign/sms-verification.png new file mode 100644 index 000000000..542f92c60 Binary files /dev/null and b/content/applications/finance/sign/sms-verification.png differ diff --git a/content/applications/general/in_app_purchase.rst b/content/applications/general/in_app_purchase.rst index 8249e150d..f286f99e5 100644 --- a/content/applications/general/in_app_purchase.rst +++ b/content/applications/general/in_app_purchase.rst @@ -5,6 +5,8 @@ In-App Purchase (IAP) In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you to send SMS Text Messages or to send Invoices by post directly from my database. +.. _iap/buying_credits: + Buying Credits ==============