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Sign Basics | Odoo Sign – CBMS Odoo ERP
Odoo Tutorials

Sign Basics | Odoo Sign – CBMS Odoo ERP

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Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn the basics of the Sign app, a solution for businesses that want to go paperless and save time.

Chapters

0:00 Introduction
0:48 Chapter 1: Dashboard overview
1:20 Chapter 2: Prepare the document
4:57 Chapter 3: Send the document
7:06 Chapter 4: Sign a bundle of documents: send an envelope
8:49 Chapter 5: Cancel a signature
9:07 Chapter 6: Templates overview
10:06 Chapter 7: Configuration overview: Sign settings
10:42 Chapter 8: Edit field types
11:30 Chapter 9: Sign the document from the Odoo portal
13:12 Chapter 10: Download the digital certificate
13:55 Chapter 11: Sign from other apps
14:39 Outro

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5 Comments on Sign Basics | Odoo Sign – CBMS Odoo ERP

  1. avatar
    @rogerbrugger says:

    Thanks @Jason Aerts – how can we then make the signed contracts available (on the sign module) to our colleagues for visibility? Is there a way to move them to the documents module?

    On the Sales Order: Is it as well possible to upload your own individual document instaed of a template? And then can t be moved to the documents module?

  2. avatar
    @ubaisalih2987 says:

    thank you very much , is it possible to send it to bulk for example parental consent form, so one document but many sign , each one should write this name and signature ?

  4. avatar
    @goeko says:

    I've no button "Ad signer". What did you activate to get your form.
    It's critical, to see fields that does not exist in my Odoo instance.
    I use v18 SaaS. If you use another version or Thirdparty module you need add this information to this video.
    Most of Odoo videos have this problems. Sometimes the tutorials cannot use to learn something.👎

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