Metadata-Version: 2.1
Name: odoo-addon-crm_sign_oca
Version: 18.0.1.0.1
Requires-Python: >=3.10
Requires-Dist: odoo-addon-sign_oca==18.0.*
Requires-Dist: odoo==18.0.*
Summary: CRM Sign OCA
Home-page: https://github.com/OCA/sign
License: AGPL-3
Author: Dixmit, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

============
Crm Sign Oca
============

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This module links the Sign app with the CRM. In this way, a document can
be sent for signature to the related partners in the CRM model, and the
signed documents will be linked to the corresponding CRM record.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module, you need to:

- Go to Sign and create a sign template
- Go to Sign > Settings > Roles, create a role, set the "Partner
  Selection Policy" to "Expression" and define an expression

Usage
=====

- Once you have configured the sign template for the CRM model as
  explained in CONFIGURE.md, you can go to a CRM record, open it, and
  click the gear button.

- Select the option "Sign from template", choose the configured
  template, and write a message for the signer.

- The signer must log into the system and sign the request.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sign/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sign/issues/new?body=module:%20crm_sign_oca%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Dixmit

Contributors
------------

- `Dixmit <https://dixmit.com>`__:

  - Luis David Rodríguez <luis.rodriguez@dixmit.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/sign <https://github.com/OCA/sign/tree/18.0/crm_sign_oca>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
