Bulk Signature Campaigns, Mail Merge & Expiry Reminders

1. Overview & Business Value#

For annual company policy renewals, employee handbook updates, or seasonal supplier renewals, SmartERP Sign supports bulk signature campaigns.

1. CSV Mail Merge Execution#

1. Navigate to Sign → Tools → Bulk Send Campaign.
2. Select the base template (e.g., Annual_Employee_Code_of_Conduct_2026).
3. Upload an Excel/CSV file containing recipient names, emails, and custom merged variables.
4. Click Launch Campaign. The system generates individual unique signing links for all recipients.

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.

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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:60-bulk-send-and-automated-reminders-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#