Configuração
Definições
As configurações gerais do Sign, disponíveis via , permitem que você:
add Default Terms & Conditions <sign/configuration/settings-t-and-c> to the signature request email
Manage template access; once enabled, it is possible to restrict access to a template to specific user groups when creating or editing the template <sign/request-signatures/templates>
enable the following additional authentication methods, manage the service, and buy credits:
Aadhaar eSign <sign/security/authentication-aadhaar> (available in India)
itsme® <sign/security/authentication-itsme> (available in the EU, the UK, Norway, and Iceland)
manage authentication via SMS and buy credits <in_app_purchase/credits>
upload a .p12 or .pfx file containing a personal digital certificate, allowing you to add a cryptographic, or digital, signature <sign/security/cryptographic> to a document
Termos e condições padrão
Termos e condições permitem que uma empresa padronize o relacionamento legal com seus clientes, defina obrigações e expectativas, gerencie riscos e proteja seus interesses estabelecendo regras claras para aspectos como responsabilidade civil e resolução de disputas.
Para adicionar termos e condições padrão às solicitações de assinatura:
Go to and enable Sign Default Terms & Conditions.
Choose the desired option:
Terms in Email: This option is selected by default and places the terms and conditions at the bottom of the signature request email. Add your terms and conditions to the text box.
Terms as Web Page: This option displays the terms and conditions on a web page; the link to that page is then added as a link in the signature request email. Click Save, then click Update Terms. Add your terms and conditions to the text box, then click Save. Click Preview to see how the terms and conditions will be displayed.
Na caixa de texto, digite / para abrir a powerbox <essentials/html_editor/commands>, depois use comandos para inserir títulos, listas com marcadores, etc.
Click Save.
Campos
Os campos são adicionados aos documentos <sign/request-signatures/add-fields> para indicar que informações devem ser preenchidas pelos signatários. Vários campos estão disponíveis por padrão. Esses campos podem ser editados e campos adicionais podem ser criados <sign/configuration/create-edit-fields> se necessário.
Criar e editar campos
Para criar ou editar um campo:
Go to .
Click New to create a new field or click on a field to open and edit it.
Complete or edit the following fields:
Field Name: Enter or edit the field name. This is visible in the list of fields in the left panel when a document is being prepared for signature <sign/request-signatures/prepare-document>.
Type: Choose the relevant field type <sign/configuration/field-types> from the dropdown; there are nine possible field types.
Placeholder: Optionally, specify a placeholder text that provides the signer with a hint or example during the signing process <sign/sign-document/signature-request>. If this field is left blank, the Field Name is used as placeholder text.
Tip: Add a tip that will be displayed inside an arrow to the left of the document during the signing process to help the signer understand what action to take (e.g., "Sign here").
For Text fields only, optionally change the default Field Size from Regular Text to Short Text or Long Text.
O tamanho de qualquer campo pode ser modificado manualmente ao adicionar o campo a um documento <sign/request-signatures/add-fields>.
For Text and Multiline Text fields only, optionally use the Linked to field to configure auto-completion <sign/configuration/auto-fill> so the field can be auto-completed during the signing process.
Tipos de campos
Signature: Signers enter their signature either by generating an automatic signature based on their name, drawing it using their mouse, or uploading a local file (usually an image). Each subsequent Signature field in a document reuses the data entered in the first field.
Initial: Signers enter their initials, in a similar way to the Signature field.
Text and Multiline Text: Signers can enter text on a single line or on multiple lines, respectively. These field types can be configured to be auto-completed <sign/configuration/auto-fill> during the signing process.
Checkbox: Signers can tick a box (e.g., to confirm they accept the terms and conditions).
Radio: Signers can select a single option from a series of options (defined when the field is added to the document <sign/request-signatures/add-fields>) by clicking the radio button beside the desired option.
Selection: Signers can select a single option from a series of options (defined when the field is added to the document <sign/request-signatures/add-fields>) via a dropdown menu.
Strikethrough: Signers can reject certain phrases by clicking the strikethrough field, which adds a visible line through the text.
Stamp: Signers can add a company stamp (defined when the field is added to the document <sign/request-signatures/add-fields>).
Configurar campos de preenchimento automático
Para reduzir a necessidade de entrada manual e garantir informações precisas e consistentes, é possível ter certos campos preenchidos automaticamente com dados de seu banco de dados :durante o processo de assinatura <sign/sign-document/signature-request>. Isso é feito vinculando um campo Sign a um campo de um modelo Odoo específico.
Para ativar o preenchimento automático para um campo Sign:
Go to .
Open the relevant field.
From the dropdown beside Linked to select the model, e.g., Contact, that contains the field you want to link to.
Click beside Linked Field, then use the field selector to select the relevant field, e.g., Email.
Marcadores
As tags podem ser usadas para categorizar e organizar documentos e modelos no aplicativo Sign, permitindo que os usuários pesquisem rapidamente e filtrem documentos e modelos com base em critérios específicos.
Para criar uma nova tag:
Go to .
Click New.
On the new line that is added at the bottom of the list of tags, type the Tag Name and select a Color Index for your tag.