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How to set a validity date and a reminder for signatures | Odoo 17

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This question has been flagged
odooSignQuickstartSF-ExpertsOdoo17
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Adam Fadah (adfa)

We send many documents that need signing during the month and we need to be able to send automatic reminders and set a validity date on those contracts to push our customers to sign them on time.


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Adam Fadah (adfa)
Author Best Answer

In Odoo 17 we can accomplish this easily using the following steps:

1. Click Send on the document that you would like to send and sign:



2. Under the Options column you can set your Validity Date and Automatic Reminder:


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