Metadata-Version: 2.1
Name: odoo-addon-sign_oca
Version: 15.0.1.1.0.4
Summary: Allow to sign documents inside Odoo CE
Home-page: https://github.com/OCA/sign
Author: Dixmit,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 15.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.8
Requires-Dist: odoo<15.1dev,>=15.0a

========
Sign Oca
========

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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/15.0/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-15-0/sign-15-0-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=15.0
    :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:%2015.0%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/15.0/sign_oca>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
