Hi,
I am new to Odoo, working on transitioning from multiple other platforms and welcome any suggestions on how to start using Odoo signing with APIs.
We would like to use Odoo sign in similar way that we are using Adobe Enterprise.
Here is a high scope:
- Dynamically prepopulate fields in a PDF template form based on data we currently held in an external system (dynamics 365) and allow the signer1 to update their fields (e.g. make corrections to their phone number or something else)
- We send in a JSON message that will have a structure of Signer1, Signer2, ... Witness, Counter Sign that defines the flow of the document that will be signed.
- JSON will include values of fields that will appear on the form with values.
- For example o Patient (Signer1) - PatientName, Patientemail, PatientPhone, PatientDoB, PatientAddress, ...
- Partner (Signer2) - PartnerName, Partneremail, PartnerPhone, PartnerDoB, PartnerAddress, ...
- Witness (Witness) - WitnessrName, Witnessemail, WitnessPhone, ...
- Patient should only be able to update their fields, Partner should only be able to update their fields.
- SharePointLocation – this is where the signed PDF is put after all.
- ExpiryDate - date that the signing request will expire.
- API call returns a GUID back of this signing request.
- Odoo manages the signing process and sends documents to defined people from the JSON.
- We will need an API to check the status of the request
- send GUID and get an update on the status of the signing process.
- When the signing process is complete send a notification that it has been completed.
- API to call with GUID and get JSON message with the fields filled in on the form.
- API to retrieve signed documents
All tips and hints welcome!