What the Agent Configures
Document Templates
- Employment contracts with signature positions for employee and HR
- NDAs with signature, date, and initials fields
- Service agreements with multi-party signatures
- Purchase contracts with vendor and buyer signatures
- Lease agreements with tenant and landlord fields
- Acknowledgment forms (policy acceptance, training completion)
Field Types
| Field | Purpose |
|---|---|
| Signature | Legal signature (drawn or typed) |
| Initials | Brief initials for each page |
| Date | Auto-fill or signer-filled date |
| Text | Free text input (name, title, company) |
| Checkbox | Agreement confirmation checkboxes |
| Selection | Multiple choice options |
Signing Workflows
- Single signer — Document sent to one person for signature
- Sequential — Multiple signers in order (employee → manager → legal)
- Parallel — Multiple signers simultaneously (all board members)
- Mixed — Some sequential, some parallel within the same document
Authentication
- Email verification (signer identity confirmed via email)
- SMS verification (OTP sent to phone number)
- ID verification (upload government ID for high-security documents)
- Access code (shared password for document access)
Compliance Settings
- Audit trail (complete signing activity log)
- Certificate of completion (attached to signed documents)
- Document hash verification (tamper-proof integrity check)
- Retention settings (how long signed documents are stored)
- GDPR-compliant consent checkboxes
Integration Points
- HR — Employment contracts sent for signing during onboarding
- Sales — Quotations and contracts sent with signature request
- Documents — Signed documents auto-filed to Document workspace
- Accounting — Invoice acknowledgment forms
- Fleet — Vehicle assignment agreements
Getting Started
Deploy Odoo with Sign on DeployMonkey. The Sign module is Enterprise-only. Create your document templates, configure signing workflows, and start sending documents for digital signature.