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Signer Signing Flow

This guide explains how signers complete a document in OpenSign and how features such as Duplicate Widget Name, Auto Sign, and the Image Widget work during the signing process.

Duplicate Widget Name

The Duplicate Widget Name feature helps signers complete documents more efficiently by automatically populating widgets that share the same name.

How it works​

When multiple widgets of the same type have the same widget name, OpenSign treats them as linked fields.

After the signer fills in one of these widgets, the entered value is automatically copied to all other widgets with the same widget name.

Example​

  • Three Text widgets named address
  • Four Email widgets named company_email

When the signer enters a value in the first widget, all remaining widgets with the same name are automatically updated.

Note: This feature does not apply to Signature, Stamp, or Initials widgets. These widgets use the Auto Sign feature instead. When clicked Auto Sign, completing the first Signature, Stamp, or Initials widget automatically fills all remaining matching widgets.

Supported Widgets​

Duplicate Widget Name is supported for the following widget types:

  • Name
  • Job Title
  • Company
  • Email
  • Text

Important: Widgets are linked only when both the widget type and the widget name are identical.

Unsupported Widgets​

Duplicate Widget Name is not supported for the following widget types:

  • Number
  • Date
  • Checkbox
  • Radio Button
  • Dropdown
  • Cells
  • Attachment

Although you can assign the same widget name to these widgets while creating a document, they behave independently during the signing process.

Example​

Suppose a document contains two Date widgets with the same widget name, agreement_date.

When the signer selects a date in the first Date widget, the selected value is not copied to the second Date widget. Each Date widget must be completed individually.

The same behavior applies to all unsupported widget types listed above.

Auto Sign

The Auto Sign feature allows signers to complete Signature, Stamp, or Initials only once. After the first widget is completed, OpenSign automatically fills all other matching widgets where Auto Sign is enabled.

This reduces repetitive actions and speeds up the signing process.

Signature Widget​

When Auto Sign is enabled:

  1. Click the first Signature widget.
  2. Create the signature by:
    • Drawing
    • Typing
    • Uploading
    • Selecting a previously saved signature (if available)
  3. Click Auto Sign.
  4. OpenSign automatically fills all remaining Signature widgets that have Auto Sign enabled.

The signer only needs to sign once.

Stamp Widget​

When Auto Sign is enabled:

  1. Click the first Stamp widget.
  2. Upload a stamp or select a previously saved stamp (if available).
  3. Click Auto Sign.
  4. All remaining Stamp widgets with Auto Sign enabled are automatically completed.

Initials Widget​

When Auto Sign is enabled:

  1. Click the first Initials widget.
  2. Create the initials by:
    • Drawing
    • Typing
    • Uploading
    • Selecting previously saved initials (if available)
  3. Click Auto Sign.
  4. OpenSign automatically fills all remaining Initials widgets that have Auto Sign enabled.

Image Widget

The Image widget allows signers to upload an image during the signing process.

Common use cases include:

  • Company logo
  • Passport photo
  • Profile picture
  • Supporting document image
  • Identity verification image

How it works​

  1. Click the Image widget.
  2. Select an image from your device.
  3. Upload the image.
  4. Click Auto Sign.

If multiple Image widgets have the same widget name, clicking Auto Sign automatically fills all Image widgets with that same name using the uploaded image.

Image widgets with different widget names are not linked and will not be updated.

Note: Image widgets are linked only when both the widget type and widget name are identical.