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[IMP] rental: update requesting a signature #20122

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[IMP] rental: update requesting a signature #20122

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18 changes: 9 additions & 9 deletions content/applications/sales/rental/rental_orders/create_rental_order.rst
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Original file line number Diff line number Diff line change
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.. meta::
:description: This page covers creating a rental order in Odoo Rental, from generating a quote
and requesting a customer signature to tracking service tasks and timesheets. It
also explains finalizing and confirming the invoice for payment.
:description: This page covers the rental order workflow in Odoo **Rental**, from creating a
quote and requesting a customer signature to tracking service time and finalizing
the invoice for payment.

=====================
Create a rental order
Expand Down Expand Up @@ -68,11 +68,11 @@ returned on time and in its original condition.
:doc:`Sign <../../../productivity/sign>` app.

If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
dashboard, select the desired rental order. Go to the :icon:`fa-cog` :guilabel:`(Actions)` icon, and
click :icon:`fa-file-text` :guilabel:`Request Signature`.
dashboard, select the desired rental order, then in the chatter section click :guilabel:`Activity`.
In the *Schedule Activity* pop-up window, click :guilabel:`Request Signature`.

In the *Sign Documents* pop-up window, either :ref:`select an existing document template
<sign/request-signatures/template-odoo-record>` or :ref:`create a new one
In the *Schedule Activity* pop-up window, either :ref:`select an existing document template
<sign/request-signatures/template-odoo-record>` or :ref:`upload a new one
<sign/request-signatures/one-off-record>`. After sending the request, a link to the signature
request appears in the record's chatter. The document is accessible to the customer via the customer
portal or email.
Expand All @@ -95,7 +95,7 @@ as needed.

.. tip::
Project templates allow for automated task assignment. When integrated with the **Planning** app,
the system automatically schedules and publishes an employee’s shift if their availability
the system automatically schedules and publishes an employee's shift if their availability
matches the rental period. Priority is given to employees with the relevant :ref:`roles
<planning/planning-roles>` if applicable.

Expand Down Expand Up @@ -169,7 +169,7 @@ Confirm and pay
---------------

If all the details are correct on the invoice draft, either click :guilabel:`Confirm` and click
:guilabel:`Send` to email the invoice to the customer, or click :guilabel:`Print` and then click
:guilabel:`Send` to email the invoice to the customer, or click :guilabel:`Print` and then click
:guilabel:`Pay` if the customer is in person. In the :guilabel:`Pay` pop-up window, select a
:guilabel:`Journal` and click :guilabel:`Create Payment`.

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