An Introduction To Odoo eSignature Module

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An Introduction To Odoo eSignature Module
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• The signature module is used to get signed and
  approve the documents online. Using this module,
  you can upload your PDF and drag drop the
  required fields, you can complete the signature
  requests in seconds and track the status of sent
  documents.
• Sign The landing page for this module. On this
  page, you can see the signed documents according
  to their current state (Sent, Fully Signed,
  canceled).
• Template for Sign This Page showing the already
  uploaded documents for which signature is
  required. Three buttons are there
• Send a Request You will be navigated to a list
  of templates created. You can select any template
  and send a request via clicking the button SEND A
  REQUEST.
• Sign Now By clicking on Sign now you can perform
  an action immediately.

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Upload a PDF Template

• You can upload a new template, click the button
  UPLOAD A PDF TEMPLATE then drag drop your
  required field on it.
• After drag drop the required fields you can
  select here whether the field is mandatory or not
  VALIDATE.
• You can check a mail template requesting a
  signature. Here, You can add the employee and the
  customer whose signature is required and also the
  messages. Click the SEND button to send the mail.
  Via clicking the three dots, you can access more
  info on it.
• From the preview page, you can sign the document.
  For that click the SIGN NOW button.
• CLICK TO START proceed. Click ADOPT AND SIGN
  You can see the initials done in the document.
• Sign Roles You can Add sign Roles by clicking on
  the Create button.

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• We are an ERP software development company that
  specializes in Odoo ERP application development.
  We have successfully completed several full-scale
  Odoo ERP projects for cross-industry business use
  cases. For more information, contact us at
  erp_at_oodlestechnologies.com.
• The Odoo eSignature module is used to get signed
  and approve the documents online. Heres a brief
  overview of Odoo eSignature module and its use
  cases.