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[IMP] sign: secured authentication info added

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closes odoo/documentation#3430

Id: 3084552
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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Donatienne Pirlot
2023-01-27 13:47:56 +00:00
parent 403f54d1df
commit 817ad955af
7 changed files with 67 additions and 2 deletions
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content/applications/finance/sign.rst
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@@ -92,12 +92,75 @@ sign it.
Roles are available by going to :menuselection:`Sign --> Configuration --> Roles`.
It is possible to update existing roles or to create new roles by clicking on :guilabel:`Create`.
Choose a :guilabel:`Role Name`, add an :guilabel:`Extra Authentification Step` to confirm the
identity of the person, and if the document can be reassigned to another contact then you can select
Choose a :guilabel:`Role Name`, add an :guilabel:`Extra Authentication Step` to confirm the
identity of the signing person, and if the document can be reassigned to another contact, select
:guilabel:`Change Authorized` for the role. A :guilabel:`Color` can also be chosen for the role.
This color can help understand which roles are responsible for which field when configuring a
template.
Secured identification
----------------------
As the owner of a document, you may request an :guilabel:`Extra Authentication Step` through an SMS
verification or via Itsme® (available in Belgium and the Netherlands). Both authentication options
require :ref:`credits <iap/buying_credits>`. If you do not have any credits left, the authentication
steps will be skipped.
.. seealso::
- :doc:`In-App Purchase (IAP) <../general/in_app_purchase>`
- :doc:`SMS pricing and FAQ <../marketing/sms_marketing/pricing/pricing_and_faq>`
SMS verification
~~~~~~~~~~~~~~~~
Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the :guilabel:`Extra
Authentication Step` column for the role, and select :guilabel:`Unique Code Via SMS`.
.. image:: sign/sms-verification.png
:align: center
:alt: Add a hash to your document
Go to the document to sign, add the field for which the SMS verification is required, for example
the :guilabel:`Signature` field, and click :guilabel:`Send`. A page pops up, select the customer,
and click :guilabel:`Send`.
The person signing the document fills in the :guilabel:`Signature` field and clicks
:guilabel:`Validate & Send Completed Document`. A :guilabel:`Final Validation` page pops up where to
add their phone number. One-time codes are sent by SMS.
.. image:: sign/final-validation.png
:align: center
:alt: fill in your phone number for final validation
.. note::
- This feature is enabled by default.
- As soon as the :guilabel:`Extra Authentication Step` applies to a role, this validation step is
requested for any field assigned to this role.
Itsme®
~~~~~~
Go to :menuselection:`Sign --> Configuration --> Settings` and enable :guilabel:`Identify with
itsme®`.
Then, go to :menuselection:`Sign --> Configuration --> Roles`. Click in the :guilabel:`Extra
Authentication Step` column for the role, and select :guilabel:`Via itsme®`.
Go to the document that needs to be signed and add the :guilabel:`Signature` field. Switch the role
to :guilabel:`customer (identified with itsme®)`, and click :guilabel:`Validate`, and
:guilabel:`Send`.
.. image:: sign/itsme-identification.png
:align: center
:alt: select customer identified with itsme®
The person signing the document fills in the :guilabel:`Signature` field and clicks
:guilabel:`Validate & Send Completed Document`. A :guilabel:`Final Validation` page pops up, and the
person must authenticate with itsme®.
.. note::
This feature is only available in Belgium and the Netherlands.
.. _sign/field-types:
Field Types