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

Question

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?

Ray Carnes (ray) · Accepted Answer

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.

Related Posts	Replies	Zobrazenia
How to set automated action? email automated	2 máj 16	11350
Use content from mail generated initiative to fill it's details email automated Leads	3 okt 25	3080
Send automated Email to customers Solved email automated automatic_email	1 sep 25	2025
Automate sending sign request thru email not working email automated signature	0 feb 25	1940
Send e-mail by the module. Odoo 12 module email automated	2 jún 19	9557

This question has been flagged

Enjoying the discussion? Don't just read, join in!