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Clicking this button will open the document in the signing interface, allowing you to review and apply your signature.']}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"action-buttons",children:"Action buttons"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"View Document"}),': By clicking "View" under the "Signers" column, you can get more details about the document, including the list of individuals who have already signed or are expected to sign it.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Download Document"}),': The "Download" link in the "File" column provides a quick way to save the document to your local device, ensuring you have a copy for your records.']}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"signing-a-document",children:"Signing a Document"}),"\n",(0,t.jsx)(n.p,{children:"To sign a document:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Click the ",(0,t.jsx)(n.strong,{children:"SIGN"})," button next to the document you wish to sign."]}),"\n",(0,t.jsx)(n.li,{children:"Review the document carefully within the OpenSign interface."}),"\n",(0,t.jsx)(n.li,{children:"Apply your signature following the prompts."}),"\n",(0,t.jsx)(n.li,{children:'Once signed, the document will move from the "Need Your Sign" section to the "Completed" section, indicating that the signing process is finished.'}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,o.a)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(u,{...e})}):u(e)}},11151:(e,n,i)=>{i.d(n,{Z:()=>l,a:()=>r});var t=i(67294);const o={},s=t.createContext(o);function r(e){const n=t.useContext(s);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function l(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:r(e.components),t.createElement(s.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/0c0943c7.8bf8d5ee.js b/assets/js/0c0943c7.8bf8d5ee.js new file mode 100644 index 000000000..4af1a3255 --- /dev/null +++ b/assets/js/0c0943c7.8bf8d5ee.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[9914],{64742:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>r,default:()=>h,frontMatter:()=>s,metadata:()=>l,toc:()=>c});var t=i(85893),o=i(11151);const s={sidebar_position:1,title:"Need your sign"},r="Need your sign report",l={id:"help/Reports/need-your-sign",title:"Need your sign",description:'The "Need your sign" feature in OpenSign is designed to simplify the process of managing documents that require your signature. 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This guide will walk you through the various elements of the "Need your sign" report, helping you to efficiently navigate and complete your pending signing tasks.'}),"\n",(0,t.jsx)(n.h2,{id:"accessing-the-need-your-sign-report",children:'Accessing the "Need your sign" report'}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Login to OpenSign"}),": Start by logging into your OpenSign account."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:'Navigate to "Need your sign"'}),': Once logged in, you will find a navigation panel on the left side of your screen. Under the "Reports" section, click on "Need your sign" to view all documents that require your signature.']}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"understanding-the-need-your-sign-report",children:'Understanding the "Need your sign" report'}),"\n",(0,t.jsx)(n.p,{children:'Upon clicking "Need your sign," you will be presented with a list of documents awaiting your signature. Here\'s a breakdown of the key elements within this interface:'}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Sr.No"}),": This column provides a serial number for each document in the list, allowing for easy identification and reference."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Title"}),': The "Title" column displays the name of the document.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note"}),": This section includes any notes or instructions related to the document."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Folder"}),": The folder column shows where the document is stored within OpenSign Drive. This helps in organizing and finding documents later on."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"File"}),': In this column, a "Download" link is provided, allowing you to download the document directly to your device for offline review or record-keeping.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Owner"}),": The owner column indicates who owns or initiated the document."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Signers"}),': The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Sign"}),': The "SIGN" button is prominently displayed next to each document. Clicking this button will open the document in the signing interface, allowing you to review and apply your signature.']}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"action-buttons",children:"Action buttons"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"View Document"}),': By clicking "View" under the "Signers" column, you can get more details about the document, including the list of individuals who have already signed or are expected to sign it.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Download Document"}),': The "Download" link in the "File" column provides a quick way to save the document to your local device, ensuring you have a copy for your records.']}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"signing-a-document",children:"Signing a Document"}),"\n",(0,t.jsx)(n.p,{children:"To sign a document:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Click the ",(0,t.jsx)(n.strong,{children:"SIGN"})," button next to the document you wish to sign."]}),"\n",(0,t.jsx)(n.li,{children:"Review the document carefully within the OpenSign interface."}),"\n",(0,t.jsx)(n.li,{children:"Apply your signature following the prompts."}),"\n",(0,t.jsx)(n.li,{children:'Once signed, the document will move from the "Need your sign" section to the "Completed" section, indicating that the signing process is finished.'}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,o.a)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(u,{...e})}):u(e)}},11151:(e,n,i)=>{i.d(n,{Z:()=>l,a:()=>r});var t=i(67294);const o={},s=t.createContext(o);function r(e){const n=t.useContext(s);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function l(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:r(e.components),t.createElement(s.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/489b8a4d.0b4d353c.js b/assets/js/489b8a4d.0b4d353c.js deleted file mode 100644 index a6b1a6e99..000000000 --- a/assets/js/489b8a4d.0b4d353c.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[8781],{44907:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>d,contentTitle:()=>r,default:()=>h,frontMatter:()=>i,metadata:()=>c,toc:()=>l});var s=t(85893),o=t(11151);const i={title:"Self-host OpenSign\u2122 with Docker on Linux/MacOS/Windows"},r=void 0,c={id:"self-host/docker/run-locally",title:"Self-host OpenSign\u2122 with Docker on Linux/MacOS/Windows",description:"Steps to run OpenSign\u2122 with docker on Linux/MacOS/Windows:",source:"@site/docs/self-host/docker/run-locally.md",sourceDirName:"self-host/docker",slug:"/self-host/docker/run-locally",permalink:"/docs/self-host/docker/run-locally",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/self-host/docker/run-locally.md",tags:[],version:"current",frontMatter:{title:"Self-host OpenSign\u2122 with Docker on Linux/MacOS/Windows"},sidebar:"selfhostSidebar",previous:{title:"Docker",permalink:"/docs/category/docker"},next:{title:"OpenSign\u2122 Self-Hosted 'Upgrade Deployment' Guide Using Docker on Linux, macOS, or Windows",permalink:"/docs/self-host/docker/upgrade-deployment"}},d={},l=[{value:"Steps to run OpenSign\u2122 with docker on Linux/MacOS/Windows:",id:"steps-to-run-opensign-with-docker-on-linuxmacoswindows",level:2},{value:"Step 1. Download and Install Docker:",id:"step-1-download-and-install-docker",level:3},{value:"Step 2. Open the terminal and execute the below commands as per your operating system.",id:"step-2-open-the-terminal-and-execute-the-below-commands-as-per-your-operating-system",level:3},{value:"Running on a custom domain",id:"running-on-a-custom-domain",level:3},{value:"Running locally",id:"running-locally",level:3},{value:"Information About ENV variables which are used to setup OpenSign\u2122 with Docker on Localhost",id:"information-about-env-variables-which-are-used-to-setup-opensign-with-docker-on-localhost",level:2}];function a(e){const n={a:"a",code:"code",h1:"h1",h2:"h2",h3:"h3",li:"li",p:"p",pre:"pre",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,o.a)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"steps-to-run-opensign-with-docker-on-linuxmacoswindows",children:"Steps to run OpenSign\u2122 with docker on Linux/MacOS/Windows:"}),"\n",(0,s.jsxs)(n.h3,{id:"step-1-download-and-install-docker",children:["Step 1. Download and Install ",(0,s.jsx)(n.a,{href:"https://www.docker.com/products/docker-desktop/",children:"Docker"}),":"]}),"\n",(0,s.jsx)(n.p,{children:"Follow the official Docker installation guide based on your operating system."}),"\n",(0,s.jsx)(n.p,{children:"Create a Docker Hub account if you don't already have one"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Important:"})," Don't forget to verify your Docker Hub account via the email verification link. If you skip this step, the deployment might fail due to unauthorized access errors when pulling Docker images."]}),"\n",(0,s.jsx)(n.h3,{id:"step-2-open-the-terminal-and-execute-the-below-commands-as-per-your-operating-system",children:"Step 2. Open the terminal and execute the below commands as per your operating system."}),"\n",(0,s.jsx)(n.p,{children:"Make sure Docker is running in the background before proceeding."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Warning:"})," The commands below should only be used when installing OpenSign for the first time. You may loose your settings as this will overwrite .env & caddy files."]}),"\n",(0,s.jsx)(n.h3,{id:"running-on-a-custom-domain",children:"Running on a custom domain"}),"\n",(0,s.jsx)(n.p,{children:"Command for linux/MacOS"}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"export HOST_URL=https://opensign.yourdomain.com && curl --remote-name-all https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev && mv .env.local_dev .env.prod && docker compose up --force-recreate\n"})}),"\n",(0,s.jsxs)(n.p,{children:["Command for Windows (",(0,s.jsx)(n.strong,{children:"Powershell"}),")"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:'$env:HOST_URL="https://opensign.yourdomain.com"; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml -OutFile docker-compose.yml; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile -OutFile Caddyfile; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev -OutFile .env.local_dev; Rename-Item -Path .env.local_dev -NewName .env.prod; docker compose up --force-recreate\n'})}),"\n",(0,s.jsxs)(n.p,{children:["Command for Windows (",(0,s.jsx)(n.strong,{children:"CMD/Terminal"}),")"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"set HOST_URL=https://opensign.yourdomain.com && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev && rename .env.local_dev .env.prod && docker compose up --force-recreate\n"})}),"\n",(0,s.jsx)(n.p,{children:"Copy the command above, paste it into the terminal, and press Enter to pull and start the containers automatically."}),"\n",(0,s.jsx)(n.p,{children:"Make sure to replace the host URL with your subdomain where OpenSign will be accessible."}),"\n",(0,s.jsx)(n.p,{children:"You will also need to point the subdomain to the server executing these commands by adding the correct A record to your DNS settings."}),"\n",(0,s.jsx)(n.h3,{id:"running-locally",children:"Running locally"}),"\n",(0,s.jsxs)(n.p,{children:["If instead want to run locally try out below commands and once the deployment is successful, the application will be accessible at ",(0,s.jsx)(n.a,{href:"https://localhost:3001",children:"https://localhost:3001"}),". You will need to accept Chrome's insecure certificate warning. Follow the steps in the screenshots to proceed."]}),"\n",(0,s.jsx)(n.p,{children:"Command for linux/MacOS (localhost)"}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"curl --remote-name-all https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev && mv .env.local_dev .env.prod && docker compose up --force-recreate\n"})}),"\n",(0,s.jsxs)(n.p,{children:["Command for Windows (",(0,s.jsx)(n.strong,{children:"Powershell"}),") (localhost)"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml -OutFile docker-compose.yml; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile -OutFile Caddyfile; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev -OutFile .env.local_dev; Rename-Item -Path .env.local_dev -NewName .env.prod; docker compose up --force-recreate\n"})}),"\n",(0,s.jsxs)(n.p,{children:["Command for Windows (",(0,s.jsx)(n.strong,{children:"CMD/Terminal"}),") (localhost)"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev && rename .env.local_dev .env.prod && docker compose up --force-recreate\n"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"700",alt:"localhost",src:"https://github.com/user-attachments/assets/f5de1882-64d0-44ea-86e3-3a7c8405272c"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"700",alt:"proceedtolocalhost",src:"https://github.com/user-attachments/assets/33f975b9-4a9a-431e-a869-72e38f3b6754"})}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Note:"})," If you wish to incorporate our latest features into your Docker container, follow the ",(0,s.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/self-host/docker/upgrade-deployment",children:"Upgrade Deployment"})," steps."]}),"\n",(0,s.jsx)(n.h2,{id:"information-about-env-variables-which-are-used-to-setup-opensign-with-docker-on-localhost",children:"Information About ENV variables which are used to setup OpenSign\u2122 with Docker on Localhost"}),"\n",(0,s.jsx)(n.p,{children:"To set up OpenSign\u2122 locally using Docker, the following prerequisites are required:"}),"\n",(0,s.jsx)(n.p,{children:'Add below Environment Varaibles to the ".env.prod" file that is automatically created in order to personalize your installation:'}),"\n",(0,s.jsxs)(n.table,{children:[(0,s.jsx)(n.thead,{children:(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.th,{children:"Environment Varibale"}),(0,s.jsx)(n.th,{children:"Value"}),(0,s.jsx)(n.th,{children:"Description"})]})}),(0,s.jsxs)(n.tbody,{children:[(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"PUBLIC_URL"}),(0,s.jsxs)(n.td,{children:[(0,s.jsx)(n.a,{href:"https://localhost:3001",children:"https://localhost:3001"})," or ",(0,s.jsx)(n.a,{href:"https://opensign.yourdomain.com",children:"https://opensign.yourdomain.com"})]}),(0,s.jsx)(n.td,{children:"Set it to the URL form where the app home page will be accessed"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"APP_ID"}),(0,s.jsx)(n.td,{children:"opensign"}),(0,s.jsx)(n.td,{children:"A 12 character long random app identifier. The value of this should be same as REACT_APP_APPID which is a variable used by Frontend React App."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MASTER_KEY"}),(0,s.jsx)(n.td,{children:"XnAadwKxxByMr"}),(0,s.jsx)(n.td,{children:"A 12 character long random secret key that allows access to all the data. It is used in Parse dashboard config to view all the data in the database."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MONGODB_URI"}),(0,s.jsx)(n.td,{children:"mongodb://mongo-container:27017/OpenSignDB"}),(0,s.jsx)(n.td,{children:"Mongodb URI to connect to"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"PARSE_MOUNT"}),(0,s.jsx)(n.td,{children:"/app"}),(0,s.jsx)(n.td,{children:"Path on which APIs should be mounted. Do not change this. This variable shall be removed & value hardcoded in the source code in coming versions."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SERVER_URL"}),(0,s.jsx)(n.td,{children:(0,s.jsx)(n.a,{href:"http://localhost:8080/app",children:"http://localhost:8080/app"})}),(0,s.jsx)(n.td,{children:"Set it to the URL from where APIs will be accessible to the NodeJS functions, for local development it should be localhost:8080/app"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_SPACE"}),(0,s.jsx)(n.td,{children:"DOSPACENAME"}),(0,s.jsx)(n.td,{children:"Digital ocean space name or AWS S3 bucket name for uploading documents"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_ENDPOINT"}),(0,s.jsx)(n.td,{children:"ams3.digitaloceanspaces.com"}),(0,s.jsx)(n.td,{children:"Digital ocean spaces endpoint or AWS S3 endpoint for uploading documents"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_BASEURL"}),(0,s.jsx)(n.td,{children:(0,s.jsx)(n.a,{href:"https://dospace.ams3.digitaloceanspaces.com",children:"https://dospace.ams3.digitaloceanspaces.com"})}),(0,s.jsx)(n.td,{children:"Digital ocean baseurl or AWS S3 base URL"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_ACCESS_KEY_ID"}),(0,s.jsx)(n.td,{children:"YOUR_S3_ACCESS_ID"}),(0,s.jsx)(n.td,{children:"Digital ocean spaces access key ID or AWS s3 Access key ID for uploading the docs"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_SECRET_ACCESS_KEY"}),(0,s.jsx)(n.td,{children:"YOUR_S3_ACCESS_KEY"}),(0,s.jsx)(n.td,{children:"Digital ocean spaces secret access key or AWS s3 secret access key for uploading the docs"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_REGION"}),(0,s.jsx)(n.td,{children:"YOUR_S3_REGION"}),(0,s.jsx)(n.td,{children:"Digital ocean spaces region or AWS s3 region"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"USE_LOCAL"}),(0,s.jsx)(n.td,{children:"true"}),(0,s.jsx)(n.td,{children:"If this is set to true, local file storage will be used to save files, and DO credentials will be ignored."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MAILGUN_API_KEY"}),(0,s.jsx)(n.td,{children:"YOUR_MAILGUNAPI_KEY"}),(0,s.jsx)(n.td,{children:"Mailgun API Key"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MAILGUN_DOMAIN"}),(0,s.jsx)(n.td,{children:"YOUR_MAILGUNAPI_DOMAIN"}),(0,s.jsx)(n.td,{children:"Mailgun API Domain"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MAILGUN_SENDER"}),(0,s.jsx)(n.td,{children:"-"}),(0,s.jsx)(n.td,{children:"Mailgun Sender Mail ID"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_ENABLE"}),(0,s.jsx)(n.td,{children:"false"}),(0,s.jsx)(n.td,{children:"If this is set to true, emails will be sent through SMTP, and Mailgun credentials will be ignored."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_HOST"}),(0,s.jsx)(n.td,{children:"smtp.yourhost.com"}),(0,s.jsx)(n.td,{children:"Provide smtp host"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_PORT"}),(0,s.jsx)(n.td,{children:"443"}),(0,s.jsx)(n.td,{children:"Provide smtp port number"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_USER_EMAIL"}),(0,s.jsx)(n.td,{children:(0,s.jsx)(n.a,{href:"mailto:mailer@yourdomain.com",children:"mailer@yourdomain.com"})}),(0,s.jsx)(n.td,{children:"Provide user email of smtp"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_PASS"}),(0,s.jsx)(n.td,{children:"password"}),(0,s.jsx)(n.td,{children:"Provide smtp password"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"PFX_BASE64"}),(0,s.jsx)(n.td,{children:"-"}),(0,s.jsx)(n.td,{children:"Base64 encoded PFX or p12 document signing certificate file. You can generate base64 encoded self sign certificate using the passphrase."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"PASS_PHRASE"}),(0,s.jsx)(n.td,{children:"opensign"}),(0,s.jsx)(n.td,{children:"Pass phrase of PFX or p12 document signing certificate file."})]})]})]}),"\n",(0,s.jsx)(n.h1,{id:"steps-to-generate-self-sign-certificate",children:"Steps to Generate Self Sign Certificate"}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"# execute below command and use passphrase 'opensign'\nopenssl genrsa -des3 -out ./local_dev.key 2048\nopenssl req -key ./local_dev.key -new -x509 -days 365 -out ./local_dev.crt\nopenssl pkcs12 -inkey ./local_dev.key -in ./local_dev.crt -export -out ./local_dev.pfx\nopenssl base64 -in ./local_dev.pfx -out ./base64_pfx\n"})}),"\n",(0,s.jsxs)(n.p,{children:["Please note that when signing a document using a certificate generated through this process, it won\u2019t be recognized as valid by Adobe Acrobat. To get the green tick on your signed documents, you'll need to purchase a document signing certificate (a p12 certificate in pfx format) from an ",(0,s.jsx)(n.a,{href:"https://helpx.adobe.com/in/acrobat/kb/approved-trust-list1.html",children:"AATL-approved Certificate Authority"}),"."]}),"\n",(0,s.jsx)(n.h1,{id:"cors-configuration",children:"CORS Configuration"}),"\n",(0,s.jsxs)(n.p,{children:["As document storage is delegated to S3-compatible services that reside in a different host than the OpenSign one, document operations (loading, storing, deleting) are subject to ",(0,s.jsx)(n.a,{href:"https://en.wikipedia.org/wiki/Cross-origin_resource_sharing",children:"Cross-Origin Resource Sharing"})," restriction policies; as a consequence, OpenSign app may fail with (browser console) errors like the following:"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"Access to fetch at 'https://foo.nyc3.digitaloceanspaces.com/exported_file_4627_0000-00-00T00%3A45%3A43.344Z.pdf'\nfrom origin 'http://localhost:3000' has been blocked by CORS policy: No 'Access-Control-Allow-Origin' header\nis present on the requested resource. If an opaque response serves your needs, set the request's mode to\n'no-cors' to fetch the resource with CORS disabled.\n"})}),"\n",(0,s.jsx)(n.p,{children:"In order to address this, your document storage system must be instructed to accept requests from other hosts; below the relevant documentation links:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.a,{href:"https://docs.digitalocean.com/products/spaces/how-to/configure-cors/",children:"How to Configure CORS on DigitalOcean Spaces"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.a,{href:"https://docs.aws.amazon.com/AmazonS3/latest/userguide/enabling-cors-examples.html",children:"Configuring cross-origin resource sharing on AWS S3"})}),"\n"]})]})}function h(e={}){const{wrapper:n}={...(0,o.a)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(a,{...e})}):a(e)}},11151:(e,n,t)=>{t.d(n,{Z:()=>c,a:()=>r});var s=t(67294);const o={},i=s.createContext(o);function r(e){const n=s.useContext(i);return s.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function c(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:r(e.components),s.createElement(i.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/489b8a4d.c9a9ba10.js b/assets/js/489b8a4d.c9a9ba10.js new file mode 100644 index 000000000..7825330a2 --- /dev/null +++ b/assets/js/489b8a4d.c9a9ba10.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[8781],{44907:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>d,contentTitle:()=>r,default:()=>h,frontMatter:()=>i,metadata:()=>c,toc:()=>l});var s=t(85893),o=t(11151);const i={title:"Self-host OpenSign\u2122 with Docker on Linux/MacOS/Windows"},r=void 0,c={id:"self-host/docker/run-locally",title:"Self-host OpenSign\u2122 with Docker on Linux/MacOS/Windows",description:"Steps to run OpenSign\u2122 with docker on Linux/MacOS/Windows:",source:"@site/docs/self-host/docker/run-locally.md",sourceDirName:"self-host/docker",slug:"/self-host/docker/run-locally",permalink:"/docs/self-host/docker/run-locally",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/self-host/docker/run-locally.md",tags:[],version:"current",frontMatter:{title:"Self-host OpenSign\u2122 with Docker on Linux/MacOS/Windows"},sidebar:"selfhostSidebar",previous:{title:"Docker",permalink:"/docs/category/docker"},next:{title:"OpenSign\u2122 Self-Hosted 'Upgrade Deployment' Guide Using Docker on Linux, macOS, or Windows",permalink:"/docs/self-host/docker/upgrade-deployment"}},d={},l=[{value:"Steps to run OpenSign\u2122 with docker on Linux/MacOS/Windows:",id:"steps-to-run-opensign-with-docker-on-linuxmacoswindows",level:2},{value:"Step 1. Download and Install Docker:",id:"step-1-download-and-install-docker",level:3},{value:"Step 2. Open the terminal and execute the below commands as per your operating system.",id:"step-2-open-the-terminal-and-execute-the-below-commands-as-per-your-operating-system",level:3},{value:"Running on a custom domain",id:"running-on-a-custom-domain",level:3},{value:"Running locally",id:"running-locally",level:3},{value:"Information About ENV variables which are used to setup OpenSign\u2122 with Docker on Localhost",id:"information-about-env-variables-which-are-used-to-setup-opensign-with-docker-on-localhost",level:2}];function a(e){const n={a:"a",code:"code",h1:"h1",h2:"h2",h3:"h3",li:"li",p:"p",pre:"pre",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,o.a)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"steps-to-run-opensign-with-docker-on-linuxmacoswindows",children:"Steps to run OpenSign\u2122 with docker on Linux/MacOS/Windows:"}),"\n",(0,s.jsxs)(n.h3,{id:"step-1-download-and-install-docker",children:["Step 1. Download and Install ",(0,s.jsx)(n.a,{href:"https://www.docker.com/products/docker-desktop/",children:"Docker"}),":"]}),"\n",(0,s.jsx)(n.p,{children:"Follow the official Docker installation guide based on your operating system."}),"\n",(0,s.jsx)(n.p,{children:"Create a Docker Hub account if you don't already have one."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Important:"})," Don't forget to verify your Docker Hub account via the email verification link. If you skip this step, the deployment might fail due to unauthorized access errors when pulling Docker images."]}),"\n",(0,s.jsx)(n.h3,{id:"step-2-open-the-terminal-and-execute-the-below-commands-as-per-your-operating-system",children:"Step 2. Open the terminal and execute the below commands as per your operating system."}),"\n",(0,s.jsx)(n.p,{children:"Make sure Docker is running in the background before proceeding."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Warning:"})," The commands below should only be used when installing OpenSign for the first time. You may loose your settings as this will overwrite .env & caddy files."]}),"\n",(0,s.jsx)(n.h3,{id:"running-on-a-custom-domain",children:"Running on a custom domain"}),"\n",(0,s.jsx)(n.p,{children:"Command for linux/MacOS"}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"export HOST_URL=https://opensign.yourdomain.com && curl --remote-name-all https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev && mv .env.local_dev .env.prod && docker compose up --force-recreate\n"})}),"\n",(0,s.jsxs)(n.p,{children:["Command for Windows (",(0,s.jsx)(n.strong,{children:"Powershell"}),")"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:'$env:HOST_URL="https://opensign.yourdomain.com"; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml -OutFile docker-compose.yml; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile -OutFile Caddyfile; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev -OutFile .env.local_dev; Rename-Item -Path .env.local_dev -NewName .env.prod; docker compose up --force-recreate\n'})}),"\n",(0,s.jsxs)(n.p,{children:["Command for Windows (",(0,s.jsx)(n.strong,{children:"CMD/Terminal"}),")"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"set HOST_URL=https://opensign.yourdomain.com && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev && rename .env.local_dev .env.prod && docker compose up --force-recreate\n"})}),"\n",(0,s.jsx)(n.p,{children:"Copy the command above, paste it into the terminal, and press Enter to pull and start the containers automatically."}),"\n",(0,s.jsx)(n.p,{children:"Make sure to replace the host URL with your subdomain where OpenSign will be accessible."}),"\n",(0,s.jsx)(n.p,{children:"You will also need to point the subdomain to the server executing these commands by adding the correct A record to your DNS settings."}),"\n",(0,s.jsx)(n.h3,{id:"running-locally",children:"Running locally"}),"\n",(0,s.jsxs)(n.p,{children:["If instead want to run locally try out below commands and once the deployment is successful, the application will be accessible at ",(0,s.jsx)(n.a,{href:"https://localhost:3001",children:"https://localhost:3001"}),". You will need to accept Chrome's insecure certificate warning. Follow the steps in the screenshots to proceed."]}),"\n",(0,s.jsx)(n.p,{children:"Command for linux/MacOS (localhost)"}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"curl --remote-name-all https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev && mv .env.local_dev .env.prod && docker compose up --force-recreate\n"})}),"\n",(0,s.jsxs)(n.p,{children:["Command for Windows (",(0,s.jsx)(n.strong,{children:"Powershell"}),") (localhost)"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml -OutFile docker-compose.yml; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile -OutFile Caddyfile; Invoke-WebRequest -Uri https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev -OutFile .env.local_dev; Rename-Item -Path .env.local_dev -NewName .env.prod; docker compose up --force-recreate\n"})}),"\n",(0,s.jsxs)(n.p,{children:["Command for Windows (",(0,s.jsx)(n.strong,{children:"CMD/Terminal"}),") (localhost)"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/docker-compose.yml && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/Caddyfile && curl -O https://raw.githubusercontent.com/OpenSignLabs/OpenSign/main/.env.local_dev && rename .env.local_dev .env.prod && docker compose up --force-recreate\n"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"700",alt:"localhost",src:"https://github.com/user-attachments/assets/f5de1882-64d0-44ea-86e3-3a7c8405272c"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"700",alt:"proceedtolocalhost",src:"https://github.com/user-attachments/assets/33f975b9-4a9a-431e-a869-72e38f3b6754"})}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Note:"})," If you wish to incorporate our latest features into your Docker container, follow the ",(0,s.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/self-host/docker/upgrade-deployment",children:"Upgrade Deployment"})," steps."]}),"\n",(0,s.jsx)(n.h2,{id:"information-about-env-variables-which-are-used-to-setup-opensign-with-docker-on-localhost",children:"Information About ENV variables which are used to setup OpenSign\u2122 with Docker on Localhost"}),"\n",(0,s.jsx)(n.p,{children:"To set up OpenSign\u2122 locally using Docker, the following prerequisites are required:"}),"\n",(0,s.jsx)(n.p,{children:'Add below Environment Varaibles to the ".env.prod" file that is automatically created in order to personalize your installation:'}),"\n",(0,s.jsxs)(n.table,{children:[(0,s.jsx)(n.thead,{children:(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.th,{children:"Environment Varibale"}),(0,s.jsx)(n.th,{children:"Value"}),(0,s.jsx)(n.th,{children:"Description"})]})}),(0,s.jsxs)(n.tbody,{children:[(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"PUBLIC_URL"}),(0,s.jsxs)(n.td,{children:[(0,s.jsx)(n.a,{href:"https://localhost:3001",children:"https://localhost:3001"})," or ",(0,s.jsx)(n.a,{href:"https://opensign.yourdomain.com",children:"https://opensign.yourdomain.com"})]}),(0,s.jsx)(n.td,{children:"Set it to the URL form where the app home page will be accessed"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"APP_ID"}),(0,s.jsx)(n.td,{children:"opensign"}),(0,s.jsx)(n.td,{children:"A 12 character long random app identifier. The value of this should be same as REACT_APP_APPID which is a variable used by Frontend React App."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MASTER_KEY"}),(0,s.jsx)(n.td,{children:"XnAadwKxxByMr"}),(0,s.jsx)(n.td,{children:"A 12 character long random secret key that allows access to all the data. It is used in Parse dashboard config to view all the data in the database."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MONGODB_URI"}),(0,s.jsx)(n.td,{children:"mongodb://mongo-container:27017/OpenSignDB"}),(0,s.jsx)(n.td,{children:"Mongodb URI to connect to"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"PARSE_MOUNT"}),(0,s.jsx)(n.td,{children:"/app"}),(0,s.jsx)(n.td,{children:"Path on which APIs should be mounted. Do not change this. This variable shall be removed & value hardcoded in the source code in coming versions."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SERVER_URL"}),(0,s.jsx)(n.td,{children:(0,s.jsx)(n.a,{href:"http://localhost:8080/app",children:"http://localhost:8080/app"})}),(0,s.jsx)(n.td,{children:"Set it to the URL from where APIs will be accessible to the NodeJS functions, for local development it should be localhost:8080/app"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_SPACE"}),(0,s.jsx)(n.td,{children:"DOSPACENAME"}),(0,s.jsx)(n.td,{children:"Digital ocean space name or AWS S3 bucket name for uploading documents"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_ENDPOINT"}),(0,s.jsx)(n.td,{children:"ams3.digitaloceanspaces.com"}),(0,s.jsx)(n.td,{children:"Digital ocean spaces endpoint or AWS S3 endpoint for uploading documents"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_BASEURL"}),(0,s.jsx)(n.td,{children:(0,s.jsx)(n.a,{href:"https://dospace.ams3.digitaloceanspaces.com",children:"https://dospace.ams3.digitaloceanspaces.com"})}),(0,s.jsx)(n.td,{children:"Digital ocean baseurl or AWS S3 base URL"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_ACCESS_KEY_ID"}),(0,s.jsx)(n.td,{children:"YOUR_S3_ACCESS_ID"}),(0,s.jsx)(n.td,{children:"Digital ocean spaces access key ID or AWS s3 Access key ID for uploading the docs"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_SECRET_ACCESS_KEY"}),(0,s.jsx)(n.td,{children:"YOUR_S3_ACCESS_KEY"}),(0,s.jsx)(n.td,{children:"Digital ocean spaces secret access key or AWS s3 secret access key for uploading the docs"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"DO_REGION"}),(0,s.jsx)(n.td,{children:"YOUR_S3_REGION"}),(0,s.jsx)(n.td,{children:"Digital ocean spaces region or AWS s3 region"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"USE_LOCAL"}),(0,s.jsx)(n.td,{children:"true"}),(0,s.jsx)(n.td,{children:"If this is set to true, local file storage will be used to save files, and DO credentials will be ignored."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MAILGUN_API_KEY"}),(0,s.jsx)(n.td,{children:"YOUR_MAILGUNAPI_KEY"}),(0,s.jsx)(n.td,{children:"Mailgun API Key"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MAILGUN_DOMAIN"}),(0,s.jsx)(n.td,{children:"YOUR_MAILGUNAPI_DOMAIN"}),(0,s.jsx)(n.td,{children:"Mailgun API Domain"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"MAILGUN_SENDER"}),(0,s.jsx)(n.td,{children:"-"}),(0,s.jsx)(n.td,{children:"Mailgun Sender Mail ID"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_ENABLE"}),(0,s.jsx)(n.td,{children:"false"}),(0,s.jsx)(n.td,{children:"If this is set to true, emails will be sent through SMTP, and Mailgun credentials will be ignored."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_HOST"}),(0,s.jsx)(n.td,{children:"smtp.yourhost.com"}),(0,s.jsx)(n.td,{children:"Provide smtp host"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_PORT"}),(0,s.jsx)(n.td,{children:"443"}),(0,s.jsx)(n.td,{children:"Provide smtp port number"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_USER_EMAIL"}),(0,s.jsx)(n.td,{children:(0,s.jsx)(n.a,{href:"mailto:mailer@yourdomain.com",children:"mailer@yourdomain.com"})}),(0,s.jsx)(n.td,{children:"Provide user email of smtp"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"SMTP_PASS"}),(0,s.jsx)(n.td,{children:"password"}),(0,s.jsx)(n.td,{children:"Provide smtp password"})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"PFX_BASE64"}),(0,s.jsx)(n.td,{children:"-"}),(0,s.jsx)(n.td,{children:"Base64 encoded PFX or p12 document signing certificate file. You can generate base64 encoded self sign certificate using the passphrase."})]}),(0,s.jsxs)(n.tr,{children:[(0,s.jsx)(n.td,{children:"PASS_PHRASE"}),(0,s.jsx)(n.td,{children:"opensign"}),(0,s.jsx)(n.td,{children:"Pass phrase of PFX or p12 document signing certificate file."})]})]})]}),"\n",(0,s.jsx)(n.h1,{id:"steps-to-generate-self-sign-certificate",children:"Steps to Generate Self Sign Certificate"}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"# execute below command and use passphrase 'opensign'\nopenssl genrsa -des3 -out ./local_dev.key 2048\nopenssl req -key ./local_dev.key -new -x509 -days 365 -out ./local_dev.crt\nopenssl pkcs12 -inkey ./local_dev.key -in ./local_dev.crt -export -out ./local_dev.pfx\nopenssl base64 -in ./local_dev.pfx -out ./base64_pfx\n"})}),"\n",(0,s.jsxs)(n.p,{children:["Please note that when signing a document using a certificate generated through this process, it won\u2019t be recognized as valid by Adobe Acrobat. To get the green tick on your signed documents, you'll need to purchase a document signing certificate (a p12 certificate in pfx format) from an ",(0,s.jsx)(n.a,{href:"https://helpx.adobe.com/in/acrobat/kb/approved-trust-list1.html",children:"AATL-approved Certificate Authority"}),"."]}),"\n",(0,s.jsx)(n.h1,{id:"cors-configuration",children:"CORS Configuration"}),"\n",(0,s.jsxs)(n.p,{children:["As document storage is delegated to S3-compatible services that reside in a different host than the OpenSign one, document operations (loading, storing, deleting) are subject to ",(0,s.jsx)(n.a,{href:"https://en.wikipedia.org/wiki/Cross-origin_resource_sharing",children:"Cross-Origin Resource Sharing"})," restriction policies; as a consequence, OpenSign app may fail with (browser console) errors like the following:"]}),"\n",(0,s.jsx)(n.pre,{children:(0,s.jsx)(n.code,{children:"Access to fetch at 'https://foo.nyc3.digitaloceanspaces.com/exported_file_4627_0000-00-00T00%3A45%3A43.344Z.pdf'\nfrom origin 'http://localhost:3000' has been blocked by CORS policy: No 'Access-Control-Allow-Origin' header\nis present on the requested resource. If an opaque response serves your needs, set the request's mode to\n'no-cors' to fetch the resource with CORS disabled.\n"})}),"\n",(0,s.jsx)(n.p,{children:"In order to address this, your document storage system must be instructed to accept requests from other hosts; below the relevant documentation links:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.a,{href:"https://docs.digitalocean.com/products/spaces/how-to/configure-cors/",children:"How to Configure CORS on DigitalOcean Spaces"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.a,{href:"https://docs.aws.amazon.com/AmazonS3/latest/userguide/enabling-cors-examples.html",children:"Configuring cross-origin resource sharing on AWS S3"})}),"\n"]})]})}function h(e={}){const{wrapper:n}={...(0,o.a)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(a,{...e})}):a(e)}},11151:(e,n,t)=>{t.d(n,{Z:()=>c,a:()=>r});var s=t(67294);const o={},i=s.createContext(o);function r(e){const n=s.useContext(i);return s.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function c(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:r(e.components),s.createElement(i.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/500027af.14209b93.js b/assets/js/500027af.6502681d.js similarity index 83% rename from assets/js/500027af.14209b93.js rename to assets/js/500027af.6502681d.js index 8fdda2016..2fa682c77 100644 --- a/assets/js/500027af.14209b93.js +++ b/assets/js/500027af.6502681d.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[7475],{64135:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>d,contentTitle:()=>i,default:()=>h,frontMatter:()=>r,metadata:()=>a,toc:()=>l});var s=t(85893),o=t(11151);const r={sidebar_position:4,title:"Drafts"},i="The Draft Documents Report",a={id:"help/Reports/drafts",title:"Drafts",description:"The Draft Documents section in OpenSign helps you manage all your in-progress documents easily. This feature allows you to save, review, and edit documents before sending them for signature. Here's a detailed overview of how to navigate and use the Draft Documents report effectively.",source:"@site/docs/help/Reports/drafts.md",sourceDirName:"help/Reports",slug:"/help/Reports/drafts",permalink:"/docs/help/Reports/drafts",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Reports/drafts.md",tags:[],version:"current",sidebarPosition:4,frontMatter:{sidebar_position:4,title:"Drafts"},sidebar:"tutorialSidebar",previous:{title:"Completed",permalink:"/docs/help/Reports/completed"},next:{title:"Declined",permalink:"/docs/help/Reports/declined"}},d={},l=[{value:"Navigating to the Draft Documents Report",id:"navigating-to-the-draft-documents-report",level:3},{value:"Understanding the Draft Documents Report",id:"understanding-the-draft-documents-report",level:3},{value:"Action buttons",id:"action-buttons",level:3}];function c(e){const n={a:"a",h1:"h1",h3:"h3",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,o.a)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h1,{id:"the-draft-documents-report",children:"The Draft Documents Report"}),"\n",(0,s.jsx)(n.p,{children:"The Draft Documents section in OpenSign helps you manage all your in-progress documents easily. This feature allows you to save, review, and edit documents before sending them for signature. Here's a detailed overview of how to navigate and use the Draft Documents report effectively."}),"\n",(0,s.jsx)(n.h3,{id:"navigating-to-the-draft-documents-report",children:"Navigating to the Draft Documents Report"}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsx)(n.li,{children:"Once logged into OpenSign, you'll see a navigation panel on the left side of your screen."}),"\n",(0,s.jsxs)(n.li,{children:["Click on ",(0,s.jsx)(n.strong,{children:'"Reports"'})," to expand the available options."]}),"\n",(0,s.jsxs)(n.li,{children:["Select ",(0,s.jsx)(n.strong,{children:'"Drafts"'})," under the Reports section. This will display all your saved draft documents."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"understanding-the-draft-documents-report",children:"Understanding the Draft Documents Report"}),"\n",(0,s.jsx)(n.p,{children:"The Draft Documents section provides an organized list of all documents that are saved as drafts. Each draft entry contains key details that help you quickly identify and manage your documents. Here\u2019s a breakdown of the information available:"}),"\n",(0,s.jsx)("img",{width:"816",alt:"Draft documents",src:"https://github.com/user-attachments/assets/6f743287-6459-4e93-ad7d-064c1ed68da0"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Sr.No:"})," This column displays the serial number for each document in the list, helping you quickly identify and reference documents."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Title:"}),' The "Title" column displays the name of the document.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Note:"})," This section contains any notes that were added during the document's creation."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Folder:"}),' The "Folder" column indicates the location where the document is stored within OpenSign Drive, ensuring you can easily locate the document later.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"File:"})," Here, you will find a ",(0,s.jsx)(n.strong,{children:'"Download"'})," link that allows you to directly download the drafted document to your local device for review or archiving."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Owner:"})," This column shows the name of the person who created the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signers:"}),' The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.']}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"action-buttons",children:"Action buttons"}),"\n",(0,s.jsx)(n.p,{children:'The "Draft Documents" report also includes several actions icons for each document:'}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Edit:"})," If you need to make changes to your draft, click the edit (pencil) icon. This will open the document for you to make the necessary modifications before sending it for signatures."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete:"})," If a draft is no longer needed, click the trash icon to delete it. Be cautious when using this action as deleted drafts cannot be recovered."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,o.a)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}},11151:(e,n,t)=>{t.d(n,{Z:()=>a,a:()=>i});var s=t(67294);const o={},r=s.createContext(o);function i(e){const n=s.useContext(r);return s.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:i(e.components),s.createElement(r.Provider,{value:n},e.children)}}}]); \ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[7475],{64135:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>a,contentTitle:()=>i,default:()=>h,frontMatter:()=>r,metadata:()=>d,toc:()=>l});var s=t(85893),o=t(11151);const r={sidebar_position:4,title:"Drafts"},i="The Draft documents report",d={id:"help/Reports/drafts",title:"Drafts",description:"The Draft documents section in OpenSign helps you manage all your in-progress documents easily. This feature allows you to save, review, and edit documents before sending them for signature. Here's a detailed overview of how to navigate and use the Draft Documents report effectively.",source:"@site/docs/help/Reports/drafts.md",sourceDirName:"help/Reports",slug:"/help/Reports/drafts",permalink:"/docs/help/Reports/drafts",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Reports/drafts.md",tags:[],version:"current",sidebarPosition:4,frontMatter:{sidebar_position:4,title:"Drafts"},sidebar:"tutorialSidebar",previous:{title:"Completed",permalink:"/docs/help/Reports/completed"},next:{title:"Declined",permalink:"/docs/help/Reports/declined"}},a={},l=[{value:"Navigating to the Draft documents report",id:"navigating-to-the-draft-documents-report",level:3},{value:"Understanding the Draft documents report",id:"understanding-the-draft-documents-report",level:3},{value:"Action buttons",id:"action-buttons",level:3}];function c(e){const n={a:"a",h1:"h1",h3:"h3",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,o.a)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h1,{id:"the-draft-documents-report",children:"The Draft documents report"}),"\n",(0,s.jsx)(n.p,{children:"The Draft documents section in OpenSign helps you manage all your in-progress documents easily. 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If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,i.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,i.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[1] Assign signature widget"}),": Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,i.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Stamp"}),": After placing the Stamp widget, you will see the options on the widget such as:","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,i.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Initials"}),": After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,i.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Name"}),": After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Job title"}),": After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Company"}),": After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Date"}),": After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Text"}),": After placing the Text widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Text Input"}),": After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text Input widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Checkbox"}),": Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there is few optiona available like you can set Minimum check, maximum check also whether this check box is readonly also hide label option."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there is few option available like you can set default value, also whether this dropdown is required or optional."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Radio button"}),": Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there is few option available like you can set default value, also whether this radio button is readonly also hide label option."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Image"}),": After placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Email"}),": After placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"save-template",children:"Save Template"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,i.jsx)(n.p,{children:"After doing so, a \u201cCreate document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,i.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,i.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d"}),"\n",(0,i.jsx)(n.p,{children:"On the Manage templates page you will see a list of templates you have created or have access to. The list includes details such as the template title, file, owner, signers, and whether the template is public."}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Download Template"}),': If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"View Signers"}),": This will display the roles or the list of signers along with their assigned roles, if assigned during template creation."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Public/Private Toggle"}),': You can set your template to public or private by toggling the switch under the "Public" column. Public templates can be accessed by anyone via the public URL, allowing them to open and sign the document after registering.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Use Template"}),': To use a template, click the "+ USE" button next to the desired template. This will open the template, enabling you to create a document for a signature request. Simply assign the signers and send it for signatures.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Quick Send"}),": For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Edit"}),': The "Edit" feature is crucial for keeping your document templates up-to-date and relevant. Whether you need to make minor tweaks or major changes, OpenSign\'s editing capabilities are user-friendly and efficient.\nClick on the three dots next to the template you want to edit.\nSelect "Edit." Make the necessary changes and save them.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Share With Team"}),': Collaboration is essential for any successful team, and OpenSign simplifies sharing document templates with your team. Here\'s how you can utilize the "Share With Team" feature:\nClick on the three dots next to the template you want to share.\nSelect "Share With Team."']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Embed"}),': The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.\nClick "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.']}),"\n",(0,i.jsx)("img",{width:"828",alt:"Embed",src:"https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Copy template id"}),": This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Copy public URL"}),': This generates a public link for the template, allowing external users to access it without logging into OpenSign.\nClick "Copy Public URL" to generate the link, then share it as needed.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Delete"}),': Sometimes, it\'s necessary to clean up your templates to keep your workspace organized. The "Delete" feature allows you to remove outdated or unnecessary templates with ease.\nClick on the three dots next to the template you want to delete.\nSelect "Delete." Confirm the deletion.']}),"\n",(0,i.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,i.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,i.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,s.a)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}},11151:(e,n,t)=>{t.d(n,{Z:()=>r,a:()=>l});var i=t(67294);const s={},o=i.createContext(s);function l(e){const n=i.useContext(o);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function r(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:l(e.components),i.createElement(o.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.a75e5064.js b/assets/js/9640838e.a75e5064.js deleted file mode 100644 index ae9c08e54..000000000 --- a/assets/js/9640838e.a75e5064.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[8474],{58825:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>a,contentTitle:()=>l,default:()=>h,frontMatter:()=>o,metadata:()=>r,toc:()=>c});var i=t(85893),s=t(11151);const o={sidebar_position:1,title:"Create Templates"},l=void 0,r={id:"help/Templates/create-template",title:"Create Templates",description:"Getting Started",source:"@site/docs/help/Templates/create-template.md",sourceDirName:"help/Templates",slug:"/help/Templates/create-template",permalink:"/docs/help/Templates/create-template",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md",tags:[],version:"current",sidebarPosition:1,frontMatter:{sidebar_position:1,title:"Create Templates"},sidebar:"tutorialSidebar",previous:{title:"Templates",permalink:"/docs/category/templates"},next:{title:"Use template to create documents",permalink:"/docs/help/Templates/use-template"}},a={},c=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1: Begin New Template Creation",id:"step-1-begin-new-template-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Template Details",id:"step-3-entering-template-details",level:3},{value:"Step 4: Set the sending order",id:"step-4-set-the-sending-order",level:3},{value:"Step 5: Auto reminder (feature only avilable for the subscribed user)",id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",level:3},{value:"Step 6: Proceed to Template Creation Panel",id:"step-6-proceed-to-template-creation-panel",level:3},{value:"Step 7: Template creation",id:"step-7-template-creation",level:3},{value:"Step 8: Save Template",id:"step-8-save-template",level:3},{value:"Step 9: Viewing and Managing Templates",id:"step-9-viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function d(e){const n={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.a)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,i.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:"}),"\n",(0,i.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,i.jsx)(n.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,i.jsx)(n.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[3] Title"})," ",(0,i.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only avilable for the subscribed user)"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[1] Assign signature widget"}),": Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,i.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Stamp"}),": After placing the Stamp widget, you will see the options on the widget such as:","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,i.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Initials"}),": After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,i.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Name"}),": After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Job title"}),": After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Company"}),": After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Date"}),": After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Text"}),": After placing the Text widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Text Input"}),": After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text Input widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Checkbox"}),": Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there is few optiona available like you can set Minimum check, maximum check also whether this check box is readonly also hide label option."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there is few option available like you can set default value, also whether this dropdown is required or optional."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Radio button"}),": Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there is few option available like you can set default value, also whether this radio button is readonly also hide label option."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Image"}),": After placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Email"}),": After placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,i.jsxs)(n.p,{children:["After doing so, a \u201cCreate Document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d\n",(0,i.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created.\n",(0,i.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,i.jsx)(n.h3,{id:"step-9-viewing-and-managing-templates",children:"Step 9: Viewing and Managing Templates"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/86bf3628-987d-4ae2-89c3-b24ec1f6bdc2"}),"\n",(0,i.jsx)(n.p,{children:"On the Manage templates page you will see a list of templates you have created or have access to. The list includes details such as the template title, file, owner, signers, and whether the template is public."}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Download Template"}),': If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"View Signers"}),": This will display the roles or the list of signers along with their assigned roles, if assigned during template creation."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Public/Private Toggle"}),': You can set your template to public or private by toggling the switch under the "Public" column. Public templates can be accessed by anyone via the public URL, allowing them to open and sign the document after registering.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Use Template"}),': To use a template, click the "+ USE" button next to the desired template. This will open the template, enabling you to create a document for a signature request. Simply assign the signers and send it for signatures.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Quick Send"}),": For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Share With Team"}),': Collaboration is essential for any successful team, and OpenSign simplifies sharing document templates with your team. Here\'s how you can utilize the "Share With Team" feature:\nClick on the three dots next to the template you want to share.\nSelect "Share With Team."']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Edit"}),': The "Edit" feature is crucial for keeping your document templates up-to-date and relevant. Whether you need to make minor tweaks or major changes, OpenSign\'s editing capabilities are user-friendly and efficient.\nClick on the three dots next to the template you want to edit.\nSelect "Edit." Make the necessary changes and save them.']}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Delete"}),': Sometimes, it\'s necessary to clean up your templates to keep your workspace organized. The "Delete" feature allows you to remove outdated or unnecessary templates with ease.\nClick on the three dots next to the template you want to delete.\nSelect "Delete." Confirm the deletion.']}),"\n",(0,i.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,i.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,i.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,s.a)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}},11151:(e,n,t)=>{t.d(n,{Z:()=>r,a:()=>l});var i=t(67294);const s={},o=i.createContext(s);function l(e){const n=i.useContext(o);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function r(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:l(e.components),i.createElement(o.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/984cf7cf.29bab824.js b/assets/js/984cf7cf.962bbb02.js similarity index 65% rename from assets/js/984cf7cf.29bab824.js rename to assets/js/984cf7cf.962bbb02.js index 4bfd76e67..0be05a856 100644 --- a/assets/js/984cf7cf.29bab824.js +++ b/assets/js/984cf7cf.962bbb02.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[6344],{681:e=>{e.exports=JSON.parse('{"title":"Templates","description":"5 minutes to learn everything about OpenSign\u2122 Templates feature.","slug":"/category/templates","permalink":"/docs/category/templates","navigation":{"previous":{"title":"Expired","permalink":"/docs/help/Reports/expired"},"next":{"title":"Create Templates","permalink":"/docs/help/Templates/create-template"}}}')}}]); \ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[6344],{681:e=>{e.exports=JSON.parse('{"title":"Templates","description":"5 minutes to learn everything about OpenSign\u2122 Templates feature.","slug":"/category/templates","permalink":"/docs/category/templates","navigation":{"previous":{"title":"Contactbook","permalink":"/docs/help/Reports/contactbook"},"next":{"title":"Create Templates","permalink":"/docs/help/Templates/create-template"}}}')}}]); \ No newline at end of file diff --git a/assets/js/cf03142d.0d381461.js b/assets/js/cf03142d.0d381461.js new file mode 100644 index 000000000..80fda4ca4 --- /dev/null +++ b/assets/js/cf03142d.0d381461.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[8878],{42906:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>d,contentTitle:()=>i,default:()=>h,frontMatter:()=>r,metadata:()=>c,toc:()=>l});var t=s(85893),o=s(11151);const r={sidebar_position:2,title:"In Progress"},i="In-Progress documents report",c={id:"help/Reports/in-progress",title:"In Progress",description:"The In-Progress documents report in OpenSign helps you monitor and manage documents that are currently in the signing process. This report enables you to monitor the status of your documents, manually share the document URL, track document progress, resend reminders, revoke access, or delete documents that are no longer required. 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This report enables you to monitor the status of your documents, manually share the document URL, track document progress, resend reminders, revoke access, or delete documents that are no longer required. Here\u2019s a detailed guide on how to use the In-Progress documents report effectively."}),"\n",(0,t.jsx)(n.h3,{id:"navigating-to-the-in-progress-documents-report",children:"Navigating to the In-Progress documents report"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsx)(n.li,{children:"Once logged into OpenSign, you'll see a navigation panel on the left side of your screen."}),"\n",(0,t.jsxs)(n.li,{children:["Click on ",(0,t.jsx)(n.strong,{children:'"Reports"'})," to expand the available options."]}),"\n",(0,t.jsxs)(n.li,{children:["Select ",(0,t.jsx)(n.strong,{children:'"In progress"'})," This will display all documents that are currently awaiting signatures or are otherwise in the signing process."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"understanding-the-in-progress-documents-report",children:"Understanding the In-Progress documents report"}),"\n",(0,t.jsx)(n.p,{children:'The "In progress documents" report is displayed in a tabular format, presenting key information about each finalized document. 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Click the "View" button to see the signers.']}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"action-buttons",children:"Action buttons"}),"\n",(0,t.jsx)(n.p,{children:'The "In progress documents" report also includes several actions icons for each document:'}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Share Document:"}),' The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification.']}),"\n"]}),"\n",(0,t.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/7c632c2d-c784-4b51-9517-5c6817abd16f"}),"\n",(0,t.jsx)(n.p,{children:"Upon clicking the Share icon, a pop-up window titled Copy link will appear. This window provides multiple options to share the document link with designated recipients."}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Here\u2019s how to use the options within this pop-up:"})}),"\n",(0,t.jsx)(n.p,{children:"The pop-up will display a list of email addresses of the intended recipients or signers of the document. Each email corresponds to a person who needs access to the document."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Share Button:"})," Click the Share button next to the recipient\u2019s email address to resend the document link directly to that individual. This action provides multiple sharing options, such as copying the link, or sharing it via Outlook, WhatsApp, Messenger, and more."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Copy Button:"})," Click the Copy button next to the email address to copy the unique signing link to your clipboard. You can then paste this link manually into an email, chat, or any other preferred method of communication to share with the recipient."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"View Document:"})," The eye icon lets you preview the document directly within OpenSign without downloading it. Here, you can view the document's exact status, including who has signed and how many signers are still pending."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Resend:"})," If a signer has not responded or needs a reminder, use the resend option to send another notification. This ensures that the signing process continues without delay."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"816",alt:"resend document",src:"https://github.com/user-attachments/assets/c0cb3348-47ca-4d2e-a2d7-81cb3b18a0c6"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Revoke:"})," If there\u2019s a mistake or you need to cancel the document, revoking stops all signing actions immediately. 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This report enables you to monitor the status of your documents, manually share the document URL, track document progress, resend reminders, revoke access, or delete documents that are no longer required. 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This report enables you to monitor the status of your documents, manually share the document URL, track document progress, resend reminders, revoke access, or delete documents that are no longer required. 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Below is a breakdown of each column and its purpose:'}),"\n",(0,t.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/9fd7dedb-1d3b-4f2a-a75a-fbe9cb93a425"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Sr.No:"})," This column displays the serial number for each document in the list, helping you quickly identify and reference documents."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Title:"}),' The "Title" column displays the name of the document.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," This section contains any notes that were added during the document's creation process."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Folder:"}),' The "Folder" column indicates the location where the document is stored within OpenSign Drive, ensuring you can easily locate the document later.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"File:"})," Here, you will find a ",(0,t.jsx)(n.strong,{children:'"Download"'})," link that allows you to directly download the In-progress document to your local device for review."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Owner:"})," This column shows the name of the person who created the document."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Signers:"}),' The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.']}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"action-buttons",children:"Action buttons"}),"\n",(0,t.jsx)(n.p,{children:'The "In progress Documents" report also includes several actions icons for each document:'}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Share Document:"}),' The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification.']}),"\n"]}),"\n",(0,t.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/51fdd74a-c621-419d-8987-26b250892a9a"}),"\n",(0,t.jsx)(n.p,{children:"Upon clicking the Share icon, a pop-up window titled Copy link will appear. This window provides multiple options to share the document link with designated recipients."}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Here\u2019s how to use the options within this pop-up:"})}),"\n",(0,t.jsx)(n.p,{children:"The pop-up will display a list of email addresses of the intended recipients or signers of the document. Each email corresponds to a person who needs access to the document."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Share Button:"})," Click the Share button next to the recipient\u2019s email address to resend the document link directly to that individual. This action provides multiple sharing options, such as copying the link, or sharing it via Outlook, WhatsApp, Messenger, and more."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Copy Button:"})," Click the Copy button next to the email address to copy the unique signing link to your clipboard. You can then paste this link manually into an email, chat, or any other preferred method of communication to share with the recipient."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"View Document:"})," The eye icon lets you preview the document directly within OpenSign without downloading it. 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