Quick Start: Creating and Sending a Document for Digital Signature

1. Overview & Business Value#

Send your first document for digital signature in four simple steps.

1. Uploading Document#

1. Open Sign → Upload a PDF to Sign.
2. Select your contract PDF (e.g., B2B_Service_Agreement_2026.pdf).

2. Placing Signature Fields#

1. Drag a Signature field and drop it onto the signature line.
2. Drag a Signer Name, Date, and Company Title field.
3. Assign each field to Customer (Signer 1).

{screenshot:sign-quickstart-field-placement}

3. Dispatching Request#

Click Send, enter the recipient's name and email address, add an optional personal message, and click Dispatch Request.

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:30-quick-start-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:30-quick-start-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#