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[IMP] sign: update for 16.3
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content/applications/finance/sign.rst

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@@ -161,10 +161,31 @@ person must authenticate with itsme®.
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.. note::
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This feature is only available in Belgium and the Netherlands.
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Signatory hash
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==============
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A :guilabel:`hash` can be added to a document that is shared (attached to an email or printed, for
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example) to indicate that the signature is electronic and that there is some traceability behind
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it. The :guilabel:`hash` corresponds to a unique ID number related to the signed document.
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If you are an :doc:`internal user <../general/users/manage_users>`,
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you can choose to tick or untick the frame option when signing the document. Tick the box to have
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the frame and hash visible.
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.. image:: sign/sign-hash.png
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:align: center
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:alt: Add a hash to your document
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.. note::
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The :guilabel:`hash` is only applicable to the signature field.
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.. _sign/field-types:
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Field Types
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===========
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Configuration
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=============
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Field types
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-----------
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Various field types can be used to sign documents (placeholder, autocompletion, ...). By configuring
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your own field types, also known as signature item types, the signing process can be even faster for
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:align: center
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:alt: Tip and placeholder example in Odoo Sign
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Signatory hash
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==============
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Tags
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----
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A :guilabel:`hash` can be added to a document that is shared (attached to an email or printed, for
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example) to indicate that the signature is electronic and that there is some traceability behind
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it. The :guilabel:`hash` corresponds to a unique ID number related to the signed document.
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Tags can be used to categorize and organize documents, and allow users to easily search for and
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filter documents based on specific criteria.
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If you are an :doc:`internal user <../general/users/manage_users>`,
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you can choose to tick or untick the frame option when signing the document. Tick the box to have
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the frame and hash visible.
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You can manage tags by going to :menuselection:`Configuration --> Tags`. To create a tag, click
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:guilabel:`New`. A line is created. Add the :guilabel:`tag name` and select a
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:guilabel:`Color Index` for your tag.
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.. image:: sign/sign-hash.png
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:align: center
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:alt: Add a hash to your document
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To apply a tag to a document, use the dropdown list available in your document.
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.. note::
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The :guilabel:`hash` is only applicable to the signature field.
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Signing order
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-------------
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By going to :menuselection:`Configuration --> Settings`, you can :guilabel:`Enable Signing Order` to
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allow users to define a signing order, where recipients are only notified when it is their turn to
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sign.
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Expiration and reminders
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------------------------
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It is possible to set a **validity date** to your document or to send **automatic email reminders**
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to people who still need to sign a document after a set delay.
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From your dashboard, click :guilabel:`Send` on the document you want to send. A page pops up. Go to
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the :guilabel:`Options` tab and to the :guilabel:` Expiration & Reminders` section. From there, fill
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in the :guilabel:`Valid Until` field and decide how often reminders are sent out.

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