[IMP] sign: updates for 19.0 #15321

mcsi-odoo · 2025-11-17T08:41:10Z

task-5106515

robodoo · 2025-11-17T08:41:13Z

mcsi-odoo · 2025-12-08T13:14:19Z

@xpl-odoo , @auva-odoo
This PR is a restructuring of the Sign app, and it brings the doc up-to-date for 19.0. BEJO (PO) and SAK (Support) have already reviewed the draft PR at various points and their feedback has been integrated. Thanks in advance to whoever draws the lucky straw to review this one 😃

Edited to add: in the 51 country pages, it's only the link back to the main Odoo Sign page that was updated (due to the restructuring); no other changes to those pages.

auva-odoo

@mcsi-odoo First of all, thank you so much for this PR 🙏
This is massive work and I really want to acknowledge the amount of time, care, and energy you put into it; it really shows!!

I also want to acknowledge upfront that I’ve left… a lot of comments 😅 As usual, please treat these as discussion points rather than strict instructions, and absolutely push back or ask for clarification anywhere.

That being said, I have some general feedback:

In many cases (though not all), users need to configure a feature before they can use it. When that’s the case, it might make more sense for the documentation to reflect that flow (covering the configuration first, then usage).
Small reminder that menu paths always start with the app’s name
Finally, as a general rule, I find that screenshots of menus are not needed, unless the menu is particularly obscure or hard to find (for example, some accounting reports' options).

Again, thank you (seriously!!) for the huge amount of work here. I’m very happy to discuss any of the points above if needed, for whatever reason!

content/applications/productivity/sign/configuration.rst

auva-odoo · 2025-12-12T09:13:51Z

content/applications/productivity/sign/configuration.rst

+ .. tip::
+ When adding a field to a document or document envelope, change the size of the field
+ manually by hovering over the bottom right of the field until the horizontal, vertical or
+ diagonal double arrows appear, then drag the edge of the box until it reaches the desired
+ size.


Since these instructions aren’t performed here (and the information is already included where it belongs), maybe it would be more helpful to rephrase this tip:

Suggested change

.. tip::

When adding a field to a document or document envelope, change the size of the field

manually by hovering over the bottom right of the field until the horizontal, vertical or

diagonal double arrows appear, then drag the edge of the box until it reaches the desired

size.

.. tip::

The size of the field can also be changed manually when :ref:`adding a field to a document <sign/prepare-document/add-fields>` or :ref:`document envelope <sign/prepare-document/create-envelope>`.

auva-odoo · 2025-12-16T13:02:39Z

content/applications/productivity/sign/sign_received_documents.rst

+ <sign/fields/auto-fill>`, e.g., name, email, etc., click :guilabel:`Download` to immediately
+ download a fully signed version, without having to complete the fields manually.
+
+#. Complete and sign the document, then click :guilabel:`Validate & Send Completed Document`.


If you're signing mulitple documents at once (as part of a document envelope I suppose?), you have to click Next Document first (or use the arrows in the top-right corner above the document) to navigate to the next document, fill all the fields on the next document, and then click Validate & send Completed Document.

auva-odoo · 2025-12-16T13:06:32Z

content/applications/productivity/sign/request_signatures.rst

+--------------------------
+
+A document envelope allows you to upload multiple documents at once, or to add additional documents
+after the initial upload, and send them for signing in a single signature request. It is also


Suggested change

after the initial upload, and send them for signing in a single signature request. It is also

after the initial upload, and sign them together or send them for signing in a single signature request. It is also

I'd also add a ref here that links to the relevant section in the sign_received_documents.rst file (once you've added it; see my comment on that file)

content/applications/productivity/sign/request_signatures.rst

auva-odoo · 2025-12-16T14:18:54Z

content/applications/productivity/sign/request_signatures.rst

+
+#. From :menuselection:`Sign --> Documents --> My Documents` or :menuselection:`--> All Documents`,
+ or :menuselection:`Sign --> Templates`, click the :icon:`fa-cog` :guilabel:`(Actions)` icon
+ beside the name of the view, then :menuselection:`Import from Documents`.


I would not mention templates here and instead add a tip in the template section about this.

content/applications/productivity/sign/request_signatures.rst

auva-odoo

(duplicate comment, edited to remove it)

task-5106515

mcsi-odoo · 2025-12-20T12:21:59Z

Thank you for the thorough review, Audrey, as always!! I've incorporated almost all your feedback, and replied to your comments on some points where I didn't fully agree.

Templates: I didn't find a better way to tackle the 'templates' issue, so right now, there is not one single templates section, but still the individual sections within Request a signature > From the Sign app and Request a signature > From an Odoo record.
Outstanding topics like delegation, declining to sign, cancelling a signature request: These are indeed not sufficiently documented here, but I won't be able to do that as part of this PR. When we wrap this one up, I'll create a task listing the various outstanding points to cover.

P.S. If, for whatever reason, you don't get to review this next week, no problem at all. I'm already happy to be bouncing this back (my brain will be thankful!), and if it's possible for you to re-review while this is still fresh in your mind, that's a big bonus 😉 Happy holidays!!

auva-odoo

@mcsi-odoo Thanks for the updates! I didn’t see any replies to comments though (only resolved ones 🙈), I hope I didn't miss anything!

Re templates: after going through the PR again, I still feel like having one bigger section could be helpful, but let’s definitely discuss that after the holidays.

Thanks again for all the changes and no problem at all about creating a separate task for the remaining topics.

auva-odoo · 2025-12-22T07:46:58Z

content/applications/productivity/sign/request_signatures.rst

+.. image:: request_signatures/signature-request-send.png
+ :alt: Configuring a signature request when sending a document for signing


I'd remove this screenshot and the related image file since the more complex parts are shown and explained below now.

auva-odoo · 2025-12-22T07:54:13Z

content/applications/productivity/sign/sign_document.rst

+ .. image:: sign_document/chatter.png
+ :alt: Document and certificate of complete added to a record's chatter
+ :scale: 80%


i'd remove this screenshot and the related image file

auva-odoo · 2025-12-22T08:09:40Z

content/applications/productivity/sign/configuration.rst

+#. From the dropdown beside :guilabel:`Linked to` select the model, e.g., *Contact*, that contains
+ the field you want to link to.
+#. Click beside :guilabel:`Linked Field`, then use the field selector to select the relevant field
+ e.g., Email.


Suggested change

#. From the dropdown beside :guilabel:`Linked to` select the model, e.g., *Contact*, that contains

the field you want to link to.

#. Click beside :guilabel:`Linked Field`, then use the field selector to select the relevant field

e.g., Email.

#. From the dropdown beside :guilabel:`Linked to`, select the model, e.g., *Contact*, that contains

the field you want to link to.

#. Click beside :guilabel:`Linked Field`, then use the field selector to select the relevant field,

e.g., Email.

auva-odoo · 2025-12-22T08:12:14Z

content/applications/productivity/sign/configuration.rst

+- enable the following additional authentication methods, manage the service, and buy credits:
+
+ - :ref:`Aadhaar eSign <sign/security/authentication-aadhaar>` (available in India)
+ - :ref:`itsme® <sign/security/authentication-itsme>` (available in the EU, the UK, Norway and


Suggested change

- :ref:`itsme® <sign/security/authentication-itsme>` (available in the EU, the UK, Norway and

- :ref:`itsme® <sign/security/authentication-itsme>` (available in the EU, the UK, Norway, and

auva-odoo · 2025-12-22T08:16:35Z

content/applications/productivity/sign/request_signatures.rst

+<sign/request-signatures/template>` to streamline the signature request process when the same
+document or document envelope needs to be sent regularly.
+
+Once a document or document envelope has been fully signed, i.e. signed by all signers, the signed


Suggested change

Once a document or document envelope has been fully signed, i.e. signed by all signers, the signed

Once a document or document envelope has been fully signed, i.e., completed and signed by all signers, the signed

auva-odoo · 2025-12-22T09:33:40Z

content/applications/productivity/sign/sign_document.rst

+#. When all required fields have been completed click :guilabel:`Validate & Send Completed
+ Document` at the bottom of the document.
+
+ If there are multiple documents to sign, click :guilabel:`Next` at the bottom of the document,


i'd refer to the document envelope section

auva-odoo · 2025-12-22T09:37:01Z

content/applications/productivity/sign/sign_document.rst

@@ -0,0 +1,199 @@
+===============
+Sign a document


Great job on adding the first section in this file; I thought it was really thorough and helpful! Thank you!

auva-odoo · 2025-12-22T09:45:41Z

content/applications/productivity/sign/sign_document.rst

+
+#. Open the document:
+
+ - From the Sign app: In :menuselection:`Sign --> Documents --> My Documents` or


Suggested change

- From the Sign app: In :menuselection:`Sign --> Documents --> My Documents` or

- From the Sign app: Go to :menuselection:`Sign --> Documents --> My Documents` or

auva-odoo · 2025-12-22T09:51:53Z

content/applications/productivity/sign/sign_document.rst

+ background; these fields are populated as soon as the document is opened.
+
+ .. example::
+ In the example below, the :guilabel:`Name` and :guilabel:`Signature` fields are mandatory


Suggested change

In the example below, the :guilabel:`Name` and :guilabel:`Signature` fields are mandatory

In the example below, the :guilabel:`Name` and :guilabel:`Signature` fields are mandatory,

auva-odoo · 2025-12-22T09:52:16Z

content/applications/productivity/sign/sign_document.rst

+ :ref:`'adopt' your signature and initials <sign/sign-document/initials-signature>` if you
+ are an external user or an internal user signing in Odoo Sign for the first time.
+
+#. When all required fields have been completed click :guilabel:`Validate & Send Completed


Suggested change

#. When all required fields have been completed click :guilabel:`Validate & Send Completed

#. When all required fields have been completed, click :guilabel:`Validate & Send Completed

mcsi-odoo force-pushed the 19.0-sign-various-updates-mcsi branch 2 times, most recently from 580472e to 53ab209 Compare November 19, 2025 07:46

mcsi-odoo force-pushed the 19.0-sign-various-updates-mcsi branch 4 times, most recently from 30e1956 to 57de52a Compare December 8, 2025 12:38

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[IMP] sign: updates for 19.0

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mcsi-odoo force-pushed the 19.0-sign-various-updates-mcsi branch from 57de52a to ea66bdb Compare December 20, 2025 12:14

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[IMP] sign: updates for 19.0 #15321

[IMP] sign: updates for 19.0 #15321

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mcsi-odoo commented Nov 17, 2025

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	after the initial upload, and send them for signing in a single signature request. It is also
	after the initial upload, and sign them together or send them for signing in a single signature request. It is also

		.. image:: request_signatures/signature-request-send.png
		:alt: Configuring a signature request when sending a document for signing

	- :ref:`itsme® <sign/security/authentication-itsme>` (available in the EU, the UK, Norway and
	- :ref:`itsme® <sign/security/authentication-itsme>` (available in the EU, the UK, Norway, and

	Once a document or document envelope has been fully signed, i.e. signed by all signers, the signed
	Once a document or document envelope has been fully signed, i.e., completed and signed by all signers, the signed


		#. Open the document:

		- From the Sign app: In :menuselection:`Sign --> Documents --> My Documents` or

	- From the Sign app: In :menuselection:`Sign --> Documents --> My Documents` or
	- From the Sign app: Go to :menuselection:`Sign --> Documents --> My Documents` or

	In the example below, the :guilabel:`Name` and :guilabel:`Signature` fields are mandatory
	In the example below, the :guilabel:`Name` and :guilabel:`Signature` fields are mandatory,

	#. When all required fields have been completed click :guilabel:`Validate & Send Completed
	#. When all required fields have been completed, click :guilabel:`Validate & Send Completed

[IMP] sign: updates for 19.0 #15321

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[IMP] sign: updates for 19.0 #15321

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