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How to edit a document before sending in OpenSign™?

OpenSign™ lets you polish your PDF before you send it out—whether you’re signing it yourself, requesting signatures, or saving it as a template. You get four core editing controls right in the preview:

page controls

  • Add Pages
    In the left-side panel, users will see an "Add" button. Clicking it allows users to select and merge new documents into the current one.

  • Delete Page
    An option is available to delete any unwanted page from the document.

  • Reorder Pages
    Users can reorder pages by clicking the "Reorder" button, which opens a popup displaying all pages. Use the Up and Down arrows to change the order. Click Save to apply the new page order.

OpenSign_Widgets

  • Zoom In / Zoom Out
    Controls are available to zoom in or zoom out of the document view.

  • Rotate Page
    Options are provided to rotate pages in both clockwise and counterclockwise directions.

Prefill widgets​

Simply select the Prefill by Owner option from the right-side panel to view all available prefill widgets. Choose the desired widget and drag it into your document. The Prefill Widgets feature allows document creators to enter specific information in advance before sending a document for signatures. This helps ensure that essential details — such as names, dates, emails, images, checkboxes, radio buttons, or custom text — are already filled in when recipients receive the document. Prefilled data remains locked and cannot be modified by signers.

Prfill

🛠️ How It Works

  1. Add Widgets to the Document

    • Open the right-side panel, select Prefill Widgets, then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document.

  2. Enter Prefill Value

    • Provide the default value (e.g., "Company: OpenSign Labs", Date: 30/09/2025).
    • For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled.

📋 Supported Widgets for Prefill

  • Text Field – Names, job titles, company names, contract IDs
  • Date Field – Default signing date or contract start date
  • Dropdown – Preselect an option
  • Radio Button – Prefill with a selected choice
  • Checkbox – Prefill as checked or unchecked
  • Image – Insert a default image (e.g., logo or stamp)

Add Widgets for Signers​

Select the desired signer from the right-side panel, then drag and drop the widget onto the document.

📘 Learn more about adding widgets for signers.