[ADD] rental: add customer signature page
closes odoo/documentation#16798
X-original-commit: d9c1bec84c
Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
@@ -224,43 +224,12 @@ To request a signature, open the **Rental** app and select the desired rental or
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.. image:: products/request-signature.png
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:alt: The Request Signature option in the Odoo Rental application.
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A :guilabel:`Sign Documents` pop-up window displays. Select the desired document from the
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:guilabel:`Template` drop-down menu.
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In the *Sign Documents* pop-up window, either :ref:`select an existing document template
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<sign/templates/use-odoo-record>` or :ref:`create a new one
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<sign/request-signatures/one-off-record>`.
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.. image:: products/sign-documents-popup.png
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:alt: The Sign Documents pop-up window that appears in the Odoo Rental application.
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Doing so reveals a *New Signature Request* pop-up window. Confirm the information in the *New
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Signature Request* pop-up window, then click :guilabel:`Send` to initiate the signing process.
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.. image:: products/new-signature-request-form.png
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:alt: The New Signature Request pop-up window that appears in the Odoo Rental application.
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.. tip::
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If the agreement is configured to require a signature from the rental company, a :guilabel:`Sign
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Now` button displays on the pop-up window. The user can add a signature via the **Sign** app
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integration before sending it to the customer.
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A link to the signature request will appear in the chatter. The document is accessible to the
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customer via the customer portal or email.
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Signing a document from an email link
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-------------------------------------
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When the customer clicks :guilabel:`Sign document`, the document displays in a new webpage. The
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customer uses the :guilabel:`Click to start` button to begin the process. The app guides the
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customer to the required signature locations and allows them to create electronic signatures to
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complete the form.
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.. image:: products/adopt-signature-popup.png
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:alt: The adopt your signature pop-up window that appears in the Odoo Rental application.
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Once the document has been signed and completed, click :guilabel:`Validate & Send Completed
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Document` at the bottom of the document. The signed document can be downloaded for record-keeping
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purposes, if necessary.
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.. image:: products/validate-send-doc-button.png
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:alt: The validate and send completed document button in the Odoo Rental application.
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After sending the request, a link to the signature request appears in the record's chatter. The
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document is accessible to the customer via the customer portal or email.
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.. seealso::
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`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
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@@ -250,69 +250,30 @@ email the quotation to the customer. When the customer approves the quotation, c
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.. _rental/service_products/customer-signature:
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Request a customer signature
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============================
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Before the date of the service, Odoo can request that the customer sign a service agreement. Service
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agreements detail the business relationship and mutual duties. These agreements protect both the
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provider and the customer by creating clear, enforceable guidelines.
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Odoo has the ability to request the customer sign a rental agreement, outlining the arrangement
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between the company and customer, *before* they pick up the rental products. Such documents can
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ensure everything is returned on-time and in its original condition.
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.. note::
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The customer signature can be requested during any stage of the order. This feature also requires
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the :doc:`Sign <../../productivity/sign>` app.
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Requesting a signature can be done during any stage of the order. This feature also requires the
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:doc:`Sign <../../productivity/sign>` app.
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To request a signature, open the **Rental** app and select the desired rental order. Click the
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:icon:`fa-cog` :guilabel:`(Actions)` icon, then click :guilabel:`Request Signature`.
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If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
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dashboard, select the desired rental order. To go the :icon:`fa-cog` :guilabel:`(Actions)` icon, and
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click :guilabel:`Request Signature`.
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.. image:: service_products/request-signature.png
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:alt: The Action drop-down menu for requesting a signature in the Rental app.
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.. image:: products/request-signature.png
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:alt: The Request Signature option in the Odoo Rental application.
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A *New Signature Request* pop-up window displays. Select the desired document from the
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:guilabel:`Template` drop-down menu.
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A *Sign Documents* pop-up window displays. Either :ref:`select an existing document template
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<sign/templates/use-odoo-record>` or :ref:`create a new one
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<sign/request-signatures/one-off-record>`.
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.. image:: service_products/new-signature-request.png
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:alt: Sample of the New Signature Request pop-up window in the Rental app.
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Doing so reveals another *New Signature Request* pop-up window. Confirm the information in the *New
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Signature Request* pop-up window, then click :guilabel:`Send` to initiate the signing process.
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.. image:: service_products/new-signature-request-message.png
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:alt: Sample of the New Signature Request message in the Rental app.
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A link to the signature request will appear in the chatter of the rental order. The document is
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accessible to the customer via the customer portal or email.
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.. tip::
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If the agreement is configured to require a signature from the rental company, a :guilabel:`Sign
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Now` button displays on the pop-up window. The user can add a signature via the **Sign** app
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integration before sending it to the customer.
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A link to the signature request will appear in the :doc:`../../productivity/discuss/chatter`. The
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After sending the request, a link to the signature request appears in the record's chatter. The
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document is accessible to the customer via the customer portal or email.
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.. _rental/service_products/sign-with-email:
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Signing a document from an email link
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-------------------------------------
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When a customer clicks :guilabel:`Sign document`, a separate page is then revealed, showcasing the
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document to be signed. The customer begins the process by clicking :guilabel:`Click to start`.
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The app guides the signer to the required signature locations and allows them to create electronic
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signatures to complete the form.
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.. image:: service_products/adopt-signature-popup.png
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:alt: Sample of a customer signature with the Auto option chosen.
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Once the document has been signed and completed, click :guilabel:`Validate & Send Completed
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Document` at the bottom of the document. The signed document can be downloaded for record-keeping
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purposes, if necessary.
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.. image:: service_products/validate-send-doc-button.png
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:alt: Sample of a signed document with the Validate & Send Completed Document button.
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.. seealso::
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`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_.
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`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
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Managing the project created from the rental order
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==================================================
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