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Merge pull request #2189 from pravinOpenSign/patch-72

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Patch 72
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Raktima
2026-06-15 19:11:30 +05:30
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parent 05772956c5 052f13a61b
commit 133d179513
3 changed files with 94 additions and 0 deletions
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docs/docs/help/New-Document/request-signatures.md
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@@ -309,6 +309,34 @@ The **Date widget** allows signers to enter a date while signing the document. O
- 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.
- Copy : Clicking on this you can duplicate the email widget.
- **📎 Attachment Widget**
The **Attachment Widget** allows signers to upload supporting files directly while completing and signing a document. This is useful when additional documents or evidence are required as part of the signing workflow.
- Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing. Additionally, you can add a hint or instruction to guide signers on what information or file is expected in the widget.
- 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.
- Copy : Clicking on this you can duplicate the image widge
<img width="1731" height="811" alt="image" src="https://github.com/user-attachments/assets/f52e704d-c69f-464a-b3fa-f76f27d98fed" />
t.
## How the Attachment Widget Works
1. Signers can upload up to **5 files** using a single Attachment Widget.
2. Each file can be a maximum of **10 MB** in size.
3. A single Attachment Widget can therefore accept up to **50 MB** of attachments in total.
4. Supported file formats include:
- PDF (`.pdf`)
- Microsoft Word (`.docx`)
- PNG (`.png`)
- JPG (`.jpg`)
- JPEG (`.jpeg`)
5. Once the signer uploads the files and completes the signing process, the uploaded files are appended as additional pages to the end of the original PDF document.
<img width="1731" height="876" alt="document attchement" src="https://github.com/user-attachments/assets/6325793e-a4ed-4aed-ab12-5e29e625f28a" />
> **Note:** All uploaded attachments become part of the completed document package, making it easier to store, review, and share the signed document along with its supporting files.
### 📄 Document Page Controls
- **Navigating Between Pages in OpenSign™**
To navigate between pages of a document that you have uploaded either click on the previous page ∧ & V next page buttons at the top or click on any of the page previews loaded on the left side.
docs/docs/help/New-Document/widgets.md
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@@ -121,6 +121,45 @@ Assume you have four number widgets named:
- Ensure all widget names used in formulas exist in the same document.
---
# 📎 Understanding the Attachment Widget
The **Attachment Widget** allows signers to upload supporting files directly while completing and signing a document. This is useful when additional documents or evidence are required as part of the signing workflow.
<img width="1731" height="811" alt="image" src="https://github.com/user-attachments/assets/ffbe6e7f-35c9-4f46-9b02-68709dbe46cd" />
Examples of files that can be requested include:
- Identity documents (Passport, Driver's License, ID Card)
- Proof of address
- Supporting agreements or contracts
- Certificates and licenses
- Other required supporting documents
## Benefits of the Attachment Widget
The Attachment Widget helps you:
- Collect supporting documents from signers
- Keep all required files associated with a document in one place
- Eliminate the need for separate email attachments
- Streamline document collection and verification workflows
- Ensure signers provide the necessary supporting information before completing the document
## How the Attachment Widget Works
1. Signers can upload up to **5 files** using a single Attachment Widget.
2. Each file can be a maximum of **10 MB** in size.
3. A single Attachment Widget can therefore accept up to **50 MB** of attachments in total.
4. Supported file formats include:
- PDF (`.pdf`)
- Microsoft Word (`.docx`)
- PNG (`.png`)
- JPG (`.jpg`)
- JPEG (`.jpeg`)
5. Once the signer uploads the files and completes the signing process, the uploaded files are appended as additional pages to the end of the original PDF document.
<img width="1731" height="876" alt="document attchement" src="https://github.com/user-attachments/assets/6325793e-a4ed-4aed-ab12-5e29e625f28a" />
> **Note:** All uploaded attachments become part of the completed document package, making it easier to store, review, and share the signed document along with its supporting files.
## 📩 Need Help?
docs/docs/help/Templates/create-template.md
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@@ -322,6 +322,33 @@ After placing the email widget, you will see the options on the widget such as:
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
- 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.
- Copy : Clicking on this you can duplicate the email widget.
- **📎 Attachment Widget**
The **Attachment Widget** allows signers to upload supporting files directly while completing and signing a document. This is useful when additional documents or evidence are required as part of the signing workflow.
- Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing. Additionally, you can add a hint or instruction to guide signers on what information or file is expected in the widget.
- 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.
- Copy : Clicking on this you can duplicate the image widget.
<img width="1731" height="811" alt="image" src="https://github.com/user-attachments/assets/8b52c59f-e684-4326-bade-d9312ecfaf30" />
## How the Attachment Widget Works
1. Signers can upload up to **5 files** using a single Attachment Widget.
2. Each file can be a maximum of **10 MB** in size.
3. A single Attachment Widget can therefore accept up to **50 MB** of attachments in total.
4. Supported file formats include:
- PDF (`.pdf`)
- Microsoft Word (`.docx`)
- PNG (`.png`)
- JPG (`.jpg`)
- JPEG (`.jpeg`)
5. Once the signer uploads the files and completes the signing process, the uploaded files are appended as additional pages to the end of the original PDF document.
<img width="1731" height="876" alt="document attchement" src="https://github.com/user-attachments/assets/6325793e-a4ed-4aed-ab12-5e29e625f28a" />
> **Note:** All uploaded attachments become part of the completed document package, making it easier to store, review, and share the signed document along with its supporting files.
### 📄 Edit Template
At the top of the Create Template panel, you’ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template.