@@ -161,10 +161,31 @@ person must authenticate with itsme®.
161161.. note ::
162162 This feature is only available in Belgium and the Netherlands.
163163
164+ Signatory hash
165+ ==============
166+
167+ A :guilabel: `hash ` can be added to a document that is shared (attached to an email or printed, for
168+ example) to indicate that the signature is electronic and that there is some traceability behind
169+ it. The :guilabel: `hash ` corresponds to a unique ID number related to the signed document.
170+
171+ If you are an :doc: `internal user <../general/users/manage_users >`,
172+ you can choose to tick or untick the frame option when signing the document. Tick the box to have
173+ the frame and hash visible.
174+
175+ .. image :: sign/sign-hash.png
176+ :align: center
177+ :alt: Add a hash to your document
178+
179+ .. note ::
180+ The :guilabel: `hash ` is only applicable to the signature field.
181+
164182.. _sign/field-types :
165183
166- Field Types
167- ===========
184+ Configuration
185+ =============
186+
187+ Field types
188+ -----------
168189
169190Various field types can be used to sign documents (placeholder, autocompletion, ...). By configuring
170191your own field types, also known as signature item types, the signing process can be even faster for
@@ -213,20 +234,31 @@ the field before it is completed.
213234 :align: center
214235 :alt: Tip and placeholder example in Odoo Sign
215236
216- Signatory hash
217- ==============
237+ Tags
238+ ----
218239
219- A :guilabel: `hash ` can be added to a document that is shared (attached to an email or printed, for
220- example) to indicate that the signature is electronic and that there is some traceability behind
221- it. The :guilabel: `hash ` corresponds to a unique ID number related to the signed document.
240+ Tags can be used to categorize and organize documents, and allow users to easily search for and
241+ filter documents based on specific criteria.
222242
223- If you are an :doc: ` internal user < ../general/users/manage_users >`,
224- you can choose to tick or untick the frame option when signing the document. Tick the box to have
225- the frame and hash visible .
243+ You can manage tags by going to :menuselection: ` Configuration --> Tags `. To create a tag, click
244+ :guilabel: ` New `. A line is created. Add the :guilabel: ` tag name ` and select a
245+ :guilabel: ` Color Index ` for your tag .
226246
227- .. image :: sign/sign-hash.png
228- :align: center
229- :alt: Add a hash to your document
247+ To apply a tag to a document, use the dropdown list available in your document.
230248
231- .. note ::
232- The :guilabel: `hash ` is only applicable to the signature field.
249+ Signing order
250+ -------------
251+
252+ By going to :menuselection: `Configuration --> Settings `, you can :guilabel: `Enable Signing Order ` to
253+ allow users to define a signing order, where recipients are only notified when it is their turn to
254+ sign.
255+
256+ Expiration and reminders
257+ ------------------------
258+
259+ It is possible to set a **validity date ** to your document or to send **automatic email reminders **
260+ to people who still need to sign a document after a set delay.
261+
262+ From your dashboard, click :guilabel: `Send ` on the document you want to send. A page pops up. Go to
263+ the :guilabel: `Options ` tab and to the :guilabel: ` Expiration & Reminders` section. From there, fill
264+ in the :guilabel: `Valid Until ` field and decide how often reminders are sent out.
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