Signer Roles, Approval Order & Multi-Party Signoff

1. Overview & Business Value#

Enterprise agreements frequently require multi-party sequential sign-off (e.g., Vendor $\rightarrow$ Procurement Manager $\rightarrow$ Chief Executive Officer).

1. Sequential Routing Logic#

When Sequential Signing Order is enabled:

• Step 1: Document is routed to Signer 1.
• Step 2: Upon completion by Signer 1, the system automatically emails Signer 2 with the partially executed PDF.
• Step 3: Once all parties have signed, all participants and CC recipients receive the fully certified document and tamper-evident audit report.

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:45-signer-roles-and-sequential-routing-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:45-signer-roles-and-sequential-routing-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#