Odoo eSign Pro Module Timestamps: How to Sign Documents Electronically
[0:00] Introduction to E-Sign Module Overview of the e-sign module and its purpose for sending documents to multiple signers for online signing. [0:30] Uploading and Creating Templates Demonstration of uploading a PDF document, naming the template, and automatic template creation. [1:30] Adding and Configuring Signers Instructions on adding signer roles, assigning contacts, setting authentication methods, and delegate options. [3:00] Customizing Document Fields How to add signature, name, selection, and other custom fields to the PDF for each signer. [5:00] Sending and Sharing Documents Options for sending documents via email, sharing links, setting expiration dates, and reminder configurations. [7:00] Managing Templates and Documents Editing templates, viewing documents in list and kanban views, stopping sharing, and using tags and custom fields. [9:00] Signing Process from Signer’s Perspective Walkthrough of the email received by signers, signing options, finalizing signatures, and downloading signed documents. [12:00] Tracking Signing Progress and Signing Order Viewing signing status, enabling signing order for sequential signing, and managing multiple documents. [14:00] Dashboard and Environmental Impact Overview of the dashboard showing signing statistics, recent activities, and green savings from paperless signing.
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