7f3b2a1edd
This commit is part of a larger work to improve the documentation's structure. The toctree structure used to add levels to create categories and make the structure visually more understandable. With the new version of the documentation, plenty of these categories are now redundant. This commit improves the structure of the "Sign" app: - it removes a useless "overview" category - it adds a brief explanation at the "app" level, including links to relevant docs task-2535899
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:show-content:
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====
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Sign
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====
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**Odoo Sign** allows you to send, sign and approve documents online.
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You can upload any PDF file and add drag-and-dropping fields on it. These fields are automatically
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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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Validity of electronic signatures
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=================================
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The legal validity of electronic signatures generated by Odoo depends on the legislation of your
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country. Companies doing business abroad should consider electronic signature laws of other
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countries as well.
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In the European Union
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---------------------
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The `eIDAS regulation <http://data.europa.eu/eli/reg/2014/910/oj>`_ establishes the framework for
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electronic signatures in all `27 member states of the European Union
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<https://europa.eu/european-union/about-eu/countries_en>`_.
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It distinguishes three types of electronic signatures:
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#. Electronic signatures
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#. Advanced electronic signatures
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#. Qualified electronic signatures
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Odoo generates the first type, regular electronic signatures, and these signatures can produce legal
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effects in the EU, as the regulation states that “an electronic signature shall not be denied legal
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effect and admissibility as evidence in legal proceedings solely on the grounds that it is in an
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electronic form or that it does not meet the requirements for qualified electronic signatures.”
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Note that electronic signatures may not be automatically recognized as valid. You may need to bring
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supporting evidence of a signature’s validity.
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In the United States of America
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-------------------------------
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The `ESIGN Act (Electronic Signatures in Global and National Commerce Act)
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<https://www.fdic.gov/regulations/compliance/manual/10/X-3.1.pdf>`_, at the interstate and
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international levels, and the `UETA (Uniform Electronic Transactions Act)
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<https://www.uniformlaws.org/committees/community-home/librarydocuments?communitykey=2c04b76c-2b7d-4399-977e-d5876ba7e034&tab=librarydocuments>`_,
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at the state level, provide the legal framework for electronic signatures. Note that `Illinois
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<https://www.ilga.gov/legislation/ilcs/ilcs5.asp?ActID=89&>`_ and `New York
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<https://its.ny.gov/electronic-signatures-and-records-act-esra>`_ have not adopted the UETA, but
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similar acts instead.
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Overall, to be recognized as valid, electronic signatures have to meet five criteria:
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#. A signer must show a clear intent to sign. For example, using a mouse to draw a signature can
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show intent. The signer must also have the option to opt-out of electronically signing a
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document.
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#. A signer must first express or imply their consent to conduct business electronically.
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#. The signature must be clearly attributed. In Odoo, metadata, such as the signer’s IP address, is
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added to the signature, which can be used as supporting evidence.
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#. The signature must be associated with the document being signed, for example, by keeping a record
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detailing how the signature was captured.
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#. Electronically signed documents need to be retained and available for later reference by all
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parties involved, for example, by providing the signer either a fully-executed copy or the option
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to download a copy.
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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. |