========
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: sha256:38873cb09c4477473cf9c43098ba99fda79398ebbb53efc5af9095e0685f1a19
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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/14.0/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-14-0/sign-14-0-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=14.0
: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:%2014.0%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)
* `Tecnativa <https://www.tecnativa.com>`_:
* Víctor Martínez
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/14.0/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: sha256:38873cb09c4477473cf9c43098ba99fda79398ebbb53efc5af9095e0685f1a19\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/14.0/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-14-0/sign-14-0-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=14.0\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 OWL.\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 for any model needed.\nIf there is a template without a linked model or linked to a model (res.partner for example)\nan action will be automatically displayed in the tree and form view (only for users\nwith Sign 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 according to roles\n\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 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 PDF\n\n\nSign a pending document\n~~~~~~~~~~~~~~~~~~~~~~~\n\n* Go to the pencil icon in the upper right corner (systray) of the sign 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 PDF\n\nSign from template\n~~~~~~~~~~~~~~~~~~\n\n* Go to any list view or form view (except sign.oca models), e.g.: Contacts\n* Select multiple records (3 for example).\n* The \"Sign from template\" action will be available if there are any sign templates\n created that are not linked to any model and/or any 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 no signer will be set.\n* Some extra modules (e.g. maintenance_sign_oca) will automatically set the signers for each request.\n\nKnown issues / Roadmap\n======================\n\nTasks\n~~~~~\n\n* Ensure that the signature is inalterable.\n Maybe we might need to use some tools like endevise or pyHanko with a certificate.\n Signer can be 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:%2014.0%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)\n\n\n* `Tecnativa <https://www.tecnativa.com>`_:\n\n * V\u00edctor Mart\u00ednez\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/14.0/sign_oca>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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