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v15
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Johnny Muteba

how is working sms authentication on Sign module?

is it a kind of second level of verification when someone has signed a document?


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Bhavin Patel
Best Answer

In the context of the Odoo Sign module, SMS authentication is not specifically designed as a second level of verification after someone signs a document. The Sign module primarily focuses on electronic document signing and workflow management.

However, Odoo provides an SMS notification feature that can be used to send a verification code or notification to the signatory or relevant parties involved in the signing process. This feature enhances communication and ensures that individuals receive important updates related to document signing.

The SMS authentication process typically involves the following steps:

  1. Configuration: In the Odoo settings, you can set up the SMS gateway integration and configure the necessary credentials (such as API key) to connect with the SMS service provider.

  2. Template Creation: You can create customized SMS templates that include placeholders for dynamic data like the signatory's name, document name, or verification code.

  3. Triggering SMS: When a specific event occurs, such as a document being ready for signature or a document being signed, Odoo can send an SMS notification to the concerned parties. This can be configured based on predefined rules or triggered manually.

  4. SMS Delivery: Odoo interacts with the SMS gateway provider to send the prepared SMS message to the recipient's mobile number.

  5. Recipient Action: The recipient receives the SMS on their mobile device, which may include a verification code or an update regarding the document signing. The recipient can then take the necessary action based on the received information.

While SMS authentication can provide an additional layer of security in certain scenarios, its specific implementation for document signing within the Odoo Sign module would require additional customization or integration with third-party verification services.

It's important to note that the Odoo Sign module itself does not have built-in SMS-based verification or multi-factor authentication functionalities. If you require advanced security measures for document signing, you may need to explore custom development or integrate third-party authentication services with Odoo.

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Cybrosys Techno Solutions Pvt.Ltd
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Hi,

The platform is exclusively designed for sending, signing, and approving documents digitally. The intuitive interface of the module with the drag and drop fields helps you to upload your pdf easily and effectively.
the system helps to make reports like audit reports to all parties at any time or moment. All the documents signed through the Odoo Sign module will be valid electronic signatures under EU Regulation 910/2014 (eIDAS), in and US ESIGN Act. It also supports the need for electronic signatures in almost all countries.

You can specify the required actions for validating a document because the system supports full signature, initials, text, name, email, phone, and company. after signing the document it will be saved in the back end
The end-to-end encrypted feature ensures the safety of the module

Regards

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