I am new to Oodo Sign. I have uploaded a template and assigned the appropriate fields. I was hoping that it would be possible to send for signature to multiple non-related, non-dependent recipients. Not seeing that this is possible. When addressing, seems that you can only enter one recipient. Anyone have any insights or info?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Bogføring
- Lager
- PoS
- Project
- MRP
Dette spørgsmål er blevet anmeldt
2
Besvarelser
3454
Visninger
Deepak,
I got this answer form support:
1. You can use the "Share" feature to send the same template to different non-related recipients. Please note that this feature will only be available if there is a single signer configured in the template. Therefore, if there are two or more signers, the sharing option will not be available.
Please watch the following video: https://drive.google.com/file/d/1ElhvSA48bJ2RNjHfNt5ZP-cNW4Zn_4g3/view?usp=sharing
I have similar requirement of signature with multiple employee. Youtube link says its possible.
https://www.youtube.com/watch?v=wa756Z0Nplo
But i was unable to get it to work.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Tilmeld dig| Related Posts | Besvarelser | Visninger | Aktivitet | |
|---|---|---|---|---|
|
0
aug. 25
|
78 | ||
|
1
maj 25
|
2902 | ||
|
1
sep. 23
|
3225 | ||
|
0
jul. 21
|
2168 | ||
|
2
nov. 16
|
2973 |
