diff --git a/content/applications/sales/rental/products.rst b/content/applications/sales/rental/products.rst index 53b63b89c4..6ba35265f0 100644 --- a/content/applications/sales/rental/products.rst +++ b/content/applications/sales/rental/products.rst @@ -224,43 +224,12 @@ To request a signature, open the **Rental** app and select the desired rental or .. image:: products/request-signature.png :alt: The Request Signature option in the Odoo Rental application. -A :guilabel:`Sign Documents` pop-up window displays. Select the desired document from the -:guilabel:`Template` drop-down menu. +In the *Sign Documents* pop-up window, either :ref:`select an existing document template +` or :ref:`create a new one +`. -.. image:: products/sign-documents-popup.png - :alt: The Sign Documents pop-up window that appears in the Odoo Rental application. - -Doing so reveals a *New Signature Request* pop-up window. Confirm the information in the *New -Signature Request* pop-up window, then click :guilabel:`Send` to initiate the signing process. - -.. image:: products/new-signature-request-form.png - :alt: The New Signature Request pop-up window that appears in the Odoo Rental application. - -.. tip:: - If the agreement is configured to require a signature from the rental company, a :guilabel:`Sign - Now` button displays on the pop-up window. The user can add a signature via the **Sign** app - integration before sending it to the customer. - -A link to the signature request will appear in the chatter. The document is accessible to the -customer via the customer portal or email. - -Signing a document from an email link -------------------------------------- - -When the customer clicks :guilabel:`Sign document`, the document displays in a new webpage. The -customer uses the :guilabel:`Click to start` button to begin the process. The app guides the -customer to the required signature locations and allows them to create electronic signatures to -complete the form. - -.. image:: products/adopt-signature-popup.png - :alt: The adopt your signature pop-up window that appears in the Odoo Rental application. - -Once the document has been signed and completed, click :guilabel:`Validate & Send Completed -Document` at the bottom of the document. The signed document can be downloaded for record-keeping -purposes, if necessary. - -.. image:: products/validate-send-doc-button.png - :alt: The validate and send completed document button in the Odoo Rental application. +After sending the request, a link to the signature request appears in the record's chatter. The +document is accessible to the customer via the customer portal or email. .. seealso:: `Odoo Tutorials: Sign `_ diff --git a/content/applications/sales/rental/products/adopt-signature-popup.png b/content/applications/sales/rental/products/adopt-signature-popup.png deleted file mode 100644 index 6325909609..0000000000 Binary files a/content/applications/sales/rental/products/adopt-signature-popup.png and /dev/null differ diff --git a/content/applications/sales/rental/products/new-signature-request-form.png b/content/applications/sales/rental/products/new-signature-request-form.png deleted file mode 100644 index dc07ae6044..0000000000 Binary files a/content/applications/sales/rental/products/new-signature-request-form.png and /dev/null differ diff --git a/content/applications/sales/rental/products/sign-documents-popup.png b/content/applications/sales/rental/products/sign-documents-popup.png deleted file mode 100644 index 2cb7d7cadb..0000000000 Binary files a/content/applications/sales/rental/products/sign-documents-popup.png and /dev/null differ diff --git a/content/applications/sales/rental/products/validate-send-doc-button.png b/content/applications/sales/rental/products/validate-send-doc-button.png deleted file mode 100644 index 54bf2275b7..0000000000 Binary files a/content/applications/sales/rental/products/validate-send-doc-button.png and /dev/null differ diff --git a/content/applications/sales/rental/service_products.rst b/content/applications/sales/rental/service_products.rst index 9c780f649b..f14249f8d2 100644 --- a/content/applications/sales/rental/service_products.rst +++ b/content/applications/sales/rental/service_products.rst @@ -250,69 +250,30 @@ email the quotation to the customer. When the customer approves the quotation, c .. _rental/service_products/customer-signature: -Request a customer signature -============================ - -Before the date of the service, Odoo can request that the customer sign a service agreement. Service -agreements detail the business relationship and mutual duties. These agreements protect both the -provider and the customer by creating clear, enforceable guidelines. +Odoo has the ability to request the customer sign a rental agreement, outlining the arrangement +between the company and customer, *before* they pick up the rental products. Such documents can +ensure everything is returned on-time and in its original condition. .. note:: - The customer signature can be requested during any stage of the order. This feature also requires - the :doc:`Sign <../../productivity/sign>` app. + Requesting a signature can be done during any stage of the order. This feature also requires the + :doc:`Sign <../../productivity/sign>` app. -To request a signature, open the **Rental** app and select the desired rental order. Click the -:icon:`fa-cog` :guilabel:`(Actions)` icon, then click :guilabel:`Request Signature`. +If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders` +dashboard, select the desired rental order. To go the :icon:`fa-cog` :guilabel:`(Actions)` icon, and +click :guilabel:`Request Signature`. -.. image:: service_products/request-signature.png - :alt: The Action drop-down menu for requesting a signature in the Rental app. +.. image:: products/request-signature.png + :alt: The Request Signature option in the Odoo Rental application. -A *New Signature Request* pop-up window displays. Select the desired document from the -:guilabel:`Template` drop-down menu. +A *Sign Documents* pop-up window displays. Either :ref:`select an existing document template +` or :ref:`create a new one +`. -.. image:: service_products/new-signature-request.png - :alt: Sample of the New Signature Request pop-up window in the Rental app. - -Doing so reveals another *New Signature Request* pop-up window. Confirm the information in the *New -Signature Request* pop-up window, then click :guilabel:`Send` to initiate the signing process. - -.. image:: service_products/new-signature-request-message.png - :alt: Sample of the New Signature Request message in the Rental app. - -A link to the signature request will appear in the chatter of the rental order. The document is -accessible to the customer via the customer portal or email. - -.. tip:: - If the agreement is configured to require a signature from the rental company, a :guilabel:`Sign - Now` button displays on the pop-up window. The user can add a signature via the **Sign** app - integration before sending it to the customer. - -A link to the signature request will appear in the :doc:`../../productivity/discuss/chatter`. The +After sending the request, a link to the signature request appears in the record's chatter. The document is accessible to the customer via the customer portal or email. -.. _rental/service_products/sign-with-email: - -Signing a document from an email link -------------------------------------- - -When a customer clicks :guilabel:`Sign document`, a separate page is then revealed, showcasing the -document to be signed. The customer begins the process by clicking :guilabel:`Click to start`. - -The app guides the signer to the required signature locations and allows them to create electronic -signatures to complete the form. - -.. image:: service_products/adopt-signature-popup.png - :alt: Sample of a customer signature with the Auto option chosen. - -Once the document has been signed and completed, click :guilabel:`Validate & Send Completed -Document` at the bottom of the document. The signed document can be downloaded for record-keeping -purposes, if necessary. - -.. image:: service_products/validate-send-doc-button.png - :alt: Sample of a signed document with the Validate & Send Completed Document button. - .. seealso:: - `Odoo Tutorials: Sign `_. + `Odoo Tutorials: Sign `_ Managing the project created from the rental order ================================================== diff --git a/content/applications/sales/rental/service_products/adopt-signature-popup.png b/content/applications/sales/rental/service_products/adopt-signature-popup.png deleted file mode 100644 index 6325909609..0000000000 Binary files a/content/applications/sales/rental/service_products/adopt-signature-popup.png and /dev/null differ diff --git a/content/applications/sales/rental/service_products/new-signature-request-message.png b/content/applications/sales/rental/service_products/new-signature-request-message.png deleted file mode 100644 index 6dbe5d7d4a..0000000000 Binary files a/content/applications/sales/rental/service_products/new-signature-request-message.png and /dev/null differ diff --git a/content/applications/sales/rental/service_products/new-signature-request.png b/content/applications/sales/rental/service_products/new-signature-request.png deleted file mode 100644 index 2cb7d7cadb..0000000000 Binary files a/content/applications/sales/rental/service_products/new-signature-request.png and /dev/null differ diff --git a/content/applications/sales/rental/service_products/validate-send-doc-button.png b/content/applications/sales/rental/service_products/validate-send-doc-button.png deleted file mode 100644 index 54bf2275b7..0000000000 Binary files a/content/applications/sales/rental/service_products/validate-send-doc-button.png and /dev/null differ