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Sign Basics

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Learn the basics of the Sign app; a solution for businesses that want to go paperless and save time.

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1. Where can the user find pre-designed, reusable documents like NDAs and service agreements in Odoo Sign?
In the main Documents’ dashboard, by clicking “Documents”. In the main Documents’ dashboard, by clicking “Configuration”. In the main Documents’ dashboard, by clicking "Templates”. By clicking the "Upload a PDF" button.
2. What is the term used in Odoo for sending multiple documents for signature in one go?
An envelope. A stack. A bundle. A package.
3. Where can users configure custom fields to use in their signature requests in Odoo Sign?
In the "Documents" dashboard. By clicking "Configuration" > "Edit Field Types". In the main Documents’ dashboard, by clicking "Templates”. By clicking on a field while preparing a document.
4. What authentication methods for signers are mentioned in the "Configuration" tab (though requiring purchased credits)?
Email and password. Fingerprint and facial recognition. Security questions. SMS and the "itsme" app.
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