Mobile-Optimized Signing Portal & Touchscreen Drawing

1. Overview & Business Value#

External signers do not need a SmartERP user account to sign documents.

1. Mobile Touchscreen Experience#

When the signer opens the secure email link:

1. The document renders in high-resolution vector format in their mobile browser.
2. Clicking the signature field opens a smooth touchscreen canvas supporting finger or stylus drawing.
3. Signers can choose between Draw Signature, Type Name (Stylized Script), or Upload Signature Graphic.

{screenshot:sign-mobile-touch-interface}

2. Prerequisites & Access Permissions#

• Required Modules: smarterp_sign, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

{screenshot:50-mobile-signature-and-public-portal-step1-navigation}

Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:50-mobile-signature-and-public-portal-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#