We would like to send, depending on the type of appointment, one or more of: Patient Registration Medical History Consent to Treat HIPAA Notice of Privacy Practices Financial Responsibility Agreement Insurance Information Form The idea would be that someone confirming an appointment would then receive an email asking them to sign the relevant documents?

Can Odoo automatically send Documents to be signed after an Appointment is created?

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

All apps

علامات التصنيف (عرض الكل)

1 الرد

266 أدوات العرض

We would like to send, depending on the type of appointment, one or more of:

The idea would be that someone confirming an appointment would then receive an email asking them to sign the relevant documents?

أفضل إجابة

Yes.

First, upload each of the Documents needing to be signed as Sign Templates.

The SHARE button gives you a URL that is used to sign a copy.

Create an Email Template for each Appointment Type that contains the link(s) of the Documents needing to be signed.

Create an Automation Rule for each Appointment Type that sends one of the Templates.

أنشئ حساباً اليوم لتستمتع بالخصائص الحصرية، وتفاعل مع مجتمعنا الرائع!

تسجيل

المنشورات ذات الصلة	الردود	أدوات العرض
How to set automated action? email automated	2 مايو 16	11179
Send automated Email to customers تم الحل email automated automatic_email	1 سبتمبر 25	1776
Automate sending sign request thru email not working email automated signature	0 فبراير 25	1686
Use content from mail generated initiative to fill it's details email automated Leads	2 فبراير 23	2787
Send e-mail by the module. Odoo 12 module email automated	2 يونيو 19	9382