Linking a document to the client before letting them sign it

Question

Hi all,
Is it possible to link a document that needs to be signed by a client, contact or company, first (for example via the document app) and afterwards letting it sign by this client? Can you help me with finding the right workflow in Odoo?
Thanks in advance!

(Odoo v 16.0)

Chris Chang · Answer

There is an attachement function when you sent the document for signature.  We use that to attch supporting documents, brochure, catalog, hope that helps.

Romain Magnan · Answer

Hi, we have the same needs. We would like to prepare some signatures requests (updload docs, set fields, etc..), and when it is the good time for us, send to our client.
Hope we can find a guy who know!

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!