How to use agreement_legal module on V12 ?

[newtratip]

I try to play agreement_legal module following README but I didn't understand in some point

To configure this module:

• Go to Agreement > Configuration > Templates
• Create a new template with sections and clauses and their respective content
• Go to Agreement > Configuration > Stages
• Create and reorder stages to match your process

To use this module:

• Go to Agreement > Agreements
• Create a new agreement
• Select a template
• Follow the process to get the required approval
• Send the invitation to the customer to review and sign the agreement
• Define Field using widget domain but having partial_use option true:
• For Ex:
• <field name="field_domain" widget="domain" nolabel="1"
• options="{'model': 'agreement.recital',
• 'partial_use': True}"/>

My question

• How can I select template on agreement ?
• What is really objective of Dashboard > Agreements and Operations > Agreement menu
• What is Renewal Types and Increase Types on configuration menu ?

[marylla]

@newtratip These are very good questions that I asked myself as well.

I am using the template as template by copying it. Not very elegant for sure but I couldn't find another solution yet. Therefore, I also needed to make the "code" (Reference) field not readonly anymore because when copying the template the code was set to "AG001 (Copy)" and I could not change the code anymore.

And unfortunately, I could not find an answer to your other questions. Maybe @ygol can help here?

[github-actions[bot]]

There hasn't been any activity on this issue in the past 6 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days. If you want this issue to never become stale, please ask a PSC member to apply the "no stale" label.