Book a meeting

Introduction to Odoo Sign

Estimated reading: 3 minutes 172 views

Odoo Sign lets you send, sign and approve documents online using legally recognised electronic signatures. Just like a handwritten signature, an electronic one confirms a person’s agreement to a document’s content, and fields can be pre-filled automatically from data already in Odoo.

How to send a document for signature

  1. From the Sign dashboard, click Upload a PDF to sign.
  2. Open the file and drag fields, such as signature, text or date, into the document.
  3. Assign a role to each field, for example customer or manager.
  4. Click Send, enter the recipient’s details, and send the request.

Track a document’s status any time under Documents > All Documents.

Validity dates and reminders

Add a Valid Until date for agreements with a limited timeframe, and toggle Reminder to have Odoo send automatic email reminders, setting how many days apart they go out.

Using templates for repeated documents

Upload a PDF as a template, add its fields and roles, and configure tags, redirect links after signing, and which users are authorised to send it. A template can then be sent with a single click.

Managing roles

Go to Sign > Configuration > Roles to create or edit roles such as Customer, Manager or Employee, add an extra authentication step, and assign a colour to each role to make templates easier to read.

Secure identification

Enable SMS verification or, in Belgium and the Netherlands, Itsme authentication for stronger identity checks when configuring a role.

Odoo records every action with IP logs, timestamps and a document hash to support the signature’s legal validity.

Signing order

Enable Specify Signing Order when a document needs more than one signer, and number recipients in the order they should receive it; each one is notified only once the previous signer has completed their part.

Field types

Fields that can be dragged into a document include Signature, Initials, Text or Multiline Text, Checkbox and Selection. Fields can be auto-filled from contact data in Odoo, and their size, placeholders and helper text can be adjusted to guide the signer.

Legal validity of Odoo Sign

Odoo generates simple electronic signatures, which are legally valid under the EU’s eIDAS regulation and meet the requirements of the US ESIGN Act and UETA; recognition in other countries varies, so local regulations should always be checked. This information is general guidance only, and a local legal expert should be consulted for compliance in your region.

Frequently asked questions

Can I re-use the same document setup for future signings?

Yes, save it as a template with its fields and roles already configured, then send it with one click whenever needed.

What extra authentication options are available for signers?

SMS verification is available generally, and Itsme authentication is available in Belgium and the Netherlands, both configured on the role.

Need help?

Need help setting up Odoo Sign for your documents? Contact support@thoughtlogik.com or see our Odoo implementation services.

Introduction to Odoo Sign - PreviousSignNext - Introduction to Odoo SignDiscuss

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel