========
Sign Oca
========
..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:297f904cb2e2273d630030c864bbf2d18b227dab6d57066b4cfedfaa94720e63
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsign-lightgray.png?logo=github
:target: https://github.com/OCA/sign/tree/18.0/sign_oca
:alt: OCA/sign
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/sign-18-0/sign-18-0-sign_oca
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/sign&target_branch=18.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module allows to create documents for signature inside Odoo using
OWL.
**Table of contents**
.. contents::
:local:
Configuration
=============
There is a wizard (sign.oca.template.generate.multi) that can be used
for any model needed. If there is a template without a linked model or
linked to a model (res.partner for example) an action will be
automatically displayed in the tree and form view (only for users with
Sign permissions).
Usage
=====
Creation of templates
---------------------
- Access Sign / Templates
- Create a new template
- Add a PDF File
- Access the configuration menu
- You can add a field by doing a right click inside a page
- Click on the field in order to delete or edit some configuration of it
- The template is autosaved
Sign role
---------
- Access Sign / Settings / Roles
- Create a new role (Equipment employee for example)
- You can set the Partner type you need (empty, default or expression).
- With the expression option you can set: ${object.field_name.id}
- If you create a sign request from template signer will be auto-create
according to roles
Sign a document from template
-----------------------------
- Access Sign / Templates
- Press the Sign button from a template
- Fill all the possible partners that will sign the document
- You can link the template to a model (maintenance.equipment for
example)
- The signature action will be opened.
- There, you can fill all the data you need.
- Once you finish, press the sign button on the top
- When the last signer signs it, the final file will be generated as a
PDF
Sign a pending document
-----------------------
- Go to the pencil icon in the upper right corner (systray) of the sign
request to access the pending signatures.
- Press the Sign button from signer request
- The signature action will be opened.
- There, you can fill all the data you need.
- Once you finish, press the sign button on the top
- When the last signer signs it, the final file will be generated as a
PDF
Sign from template
------------------
- Go to any list view or form view (except sign.oca models), e.g.:
Contacts
- Select multiple records (3 for example).
- The "Sign from template" action will be available if there are any
sign templates created that are not linked to any model and/or any
linked to the corresponding model.
- Select a template.
- Click on the "Generate" button.
- 3 requests will be created (each linked to each selected record) BUT
no signer will be set.
- Some extra modules (e.g. maintenance_sign_oca) will automatically set
the signers for each request.
Known issues / Roadmap
======================
Tasks
-----
- Ensure that the signature is inalterable. Maybe we might need to use
some tools like endevise or pyHanko with a certificate. Signer can be
authenticated using OTP.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/sign/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sign/issues/new?body=module:%20sign_oca%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Dixmit
Contributors
------------
- Enric Tobella (`www.dixmit.com <http://www.dixmit.com>`__)
- `Tecnativa <https://www.tecnativa.com>`__:
- Víctor Martínez
- `Kencove <https://www.kencove.com>`__:
- Mohamed Alkobrosli
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px
:target: https://github.com/etobella
:alt: etobella
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-etobella|
This module is part of the `OCA/sign <https://github.com/OCA/sign/tree/18.0/sign_oca>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "========\nSign Oca\n========\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:297f904cb2e2273d630030c864bbf2d18b227dab6d57066b4cfedfaa94720e63\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsign-lightgray.png?logo=github\n :target: https://github.com/OCA/sign/tree/18.0/sign_oca\n :alt: OCA/sign\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/sign-18-0/sign-18-0-sign_oca\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/sign&target_branch=18.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module allows to create documents for signature inside Odoo using\nOWL.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nThere is a wizard (sign.oca.template.generate.multi) that can be used\nfor any model needed. If there is a template without a linked model or\nlinked to a model (res.partner for example) an action will be\nautomatically displayed in the tree and form view (only for users with\nSign permissions).\n\nUsage\n=====\n\nCreation of templates\n---------------------\n\n- Access Sign / Templates\n- Create a new template\n- Add a PDF File\n- Access the configuration menu\n- You can add a field by doing a right click inside a page\n- Click on the field in order to delete or edit some configuration of it\n- The template is autosaved\n\nSign role\n---------\n\n- Access Sign / Settings / Roles\n- Create a new role (Equipment employee for example)\n- You can set the Partner type you need (empty, default or expression).\n- With the expression option you can set: ${object.field_name.id}\n- If you create a sign request from template signer will be auto-create\n according to roles\n\nSign a document from template\n-----------------------------\n\n- Access Sign / Templates\n- Press the Sign button from a template\n- Fill all the possible partners that will sign the document\n- You can link the template to a model (maintenance.equipment for\n example)\n- The signature action will be opened.\n- There, you can fill all the data you need.\n- Once you finish, press the sign button on the top\n- When the last signer signs it, the final file will be generated as a\n PDF\n\nSign a pending document\n-----------------------\n\n- Go to the pencil icon in the upper right corner (systray) of the sign\n request to access the pending signatures.\n- Press the Sign button from signer request\n- The signature action will be opened.\n- There, you can fill all the data you need.\n- Once you finish, press the sign button on the top\n- When the last signer signs it, the final file will be generated as a\n PDF\n\nSign from template\n------------------\n\n- Go to any list view or form view (except sign.oca models), e.g.:\n Contacts\n- Select multiple records (3 for example).\n- The \"Sign from template\" action will be available if there are any\n sign templates created that are not linked to any model and/or any\n linked to the corresponding model.\n- Select a template.\n- Click on the \"Generate\" button.\n- 3 requests will be created (each linked to each selected record) BUT\n no signer will be set.\n- Some extra modules (e.g. maintenance_sign_oca) will automatically set\n the signers for each request.\n\nKnown issues / Roadmap\n======================\n\nTasks\n-----\n\n- Ensure that the signature is inalterable. Maybe we might need to use\n some tools like endevise or pyHanko with a certificate. Signer can be\n authenticated using OTP.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/sign/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/sign/issues/new?body=module:%20sign_oca%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Dixmit\n\nContributors\n------------\n\n- Enric Tobella (`www.dixmit.com <http://www.dixmit.com>`__)\n\n- `Tecnativa <https://www.tecnativa.com>`__:\n\n - V\u00edctor Mart\u00ednez\n\n- `Kencove <https://www.kencove.com>`__:\n\n - Mohamed Alkobrosli\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px\n :target: https://github.com/etobella\n :alt: etobella\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-etobella| \n\nThis module is part of the `OCA/sign <https://github.com/OCA/sign/tree/18.0/sign_oca>`_ project on GitHub.\n\nYou are welcome to contribute. 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