Metadata-Version: 2.1
Name: odoo-addon-sign_oca
Version: 17.0.1.2.2.3
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Allow to sign documents inside Odoo CE
Home-page: https://github.com/OCA/sign
License: AGPL-3
Author: Dixmit,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

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

.. 
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! source digest: sha256:f4bfbc59125a6c326fba0b5eecc39b39fc0e17450abb30912a85612ab0bce34e
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/license-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/17.0/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-17-0/sign-17-0-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=17.0
    :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:%2017.0%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

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/17.0/sign_oca>`_ project on GitHub.

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