Sign
E-signering
Vad den är till för
Manage templates and signature requests through draft, sent, signed, declined and expired, and record the document hash that was signed. The platform cannot yet lock a record, so a signed request is immutable by convention only.
Vad paketet gör och inte gör
Document templates and signature requests with a draft, sent, signed, declined, expired flow. A request names the signer (personal data) and keeps the signature evidence as references. A signed request is immutable by convention only: the platform cannot yet lock a record, so nobody should edit a request once it is signed, and the document_hash records what was signed. Sending and recording a signature need a human approval; agents may only propose them.
Modeller
sign_template
A document that can be sent out for signature
Läsgrupp: sign.user. Skrivgrupp: sign.manager.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
name | text | none | nej | sign.user | i klartext | Template name, for example Employment contract |
description | longtext | none | nej | sign.user | i klartext | What the document is for and who signs it |
body | longtext | none | nej | sign.user | i klartext | The document text, or a reference to where the file is kept |
signer_role | text | none | nej | sign.user | i klartext | Role of the person who signs, for example Customer |
active | bool | none | nej | sign.user | i klartext | Whether new requests can use the template |
sign_request
A request for one person to sign one document
Läsgrupp: sign.user. Skrivgrupp: sign.user.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
template_id | ref → sign_template | none | nej | sign.user | i klartext | The document to sign |
title | text | none | nej | sign.user | i klartext | Subject shown to the signer |
message | longtext | none | nej | sign.user | i klartext | Message shown to the signer in the request |
signer_name | text | internal | ja | sign.user | maskerad | Name of the person who must sign |
signer_email | text | internal | ja | sign.user | maskerad | Email address the request is sent to |
sent_on | date | none | nej | sign.user | i klartext | Day the request was sent (YYYY-MM-DD) |
expires_on | date | none | nej | sign.user | i klartext | Last day the request can be signed (YYYY-MM-DD) |
signed_on | date | none | nej | sign.user | i klartext | Day the document was signed (YYYY-MM-DD) |
signer_ip | text | internal | ja | sign.manager | maskerad | IP address the signature came from (evidence) |
signer_user_agent | text | internal | ja | sign.manager | maskerad | Browser the signature was made with (evidence) |
signature_reference | text | none | nej | sign.manager | i klartext | Where the signature image or certificate is stored |
document_hash | text | none | nej | sign.manager | i klartext | SHA-256 hash (hex) of the signed document, to prove it was not changed afterwards |
state | select (draft, sent, signed, declined, expired) | none | nej | sign.user | i klartext | Request status: draft, sent, signed, declined, expired |
Arbetsflöden
sign_request
| Åtgärd | Flyttar | Vem får köra den | Godkännande |
|---|---|---|---|
sign_request.send | state: draft → sent | sign.user | ja |
sign_request.sign | state: sent → signed | sign.manager | ja |
sign_request.decline | state: sent → declined | sign.user | nej |
sign_request.expire | state: sent → expired | sign.user | nej |
Behörighetsgrupper
Grupper som den här appen använder:
sign.managersign.user
Steg som kräver godkännande
Steg som en agent bara kan föreslå:
sign_request.sendsign_request.sign
Vad agenter kan och inte kan göra
En agent kan läsa, söka, skapa och uppdatera poster i den här appen, och köra de åtgärder som inte kräver godkännande, inom behörighetsgrupperna för sin token.
Den kan bara föreslå de här stegen, och en person måste godkänna dem: sign_request.send, sign_request.sign, sign_template.delete, sign_request.delete.
Personuppgifter maskeras som platshållare: sign_request.signer_name, sign_request.signer_email, sign_request.signer_ip, sign_request.signer_user_agent.
Beroenden
Inga.
Installera
Installera den från appen Customize (Marknadsplats), eller från kommandoraden:
obop modules install-from signKräver en databas och administratörsbehörighet.