diff --git a/docs/docs/help/New-Document/request-signatures.md b/docs/docs/help/New-Document/request-signatures.md index 560a1dd2c..fd33669a0 100644 --- a/docs/docs/help/New-Document/request-signatures.md +++ b/docs/docs/help/New-Document/request-signatures.md @@ -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. + + - **๐Ÿ“Ž 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 + +image +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. +document attchement + +> **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. + ### ๐Ÿ“„ Document Page Controls - **Navigating Between Pages in OpenSignโ„ข** To navigate between pages of a document that you have uploaded either click on the previous page โˆง & V next page buttons at the top or click on any of the page previews loaded on the left side. diff --git a/docs/docs/help/New-Document/widgets.md b/docs/docs/help/New-Document/widgets.md index c7bb9d7a2..e5844014b 100644 --- a/docs/docs/help/New-Document/widgets.md +++ b/docs/docs/help/New-Document/widgets.md @@ -121,6 +121,45 @@ Assume you have four number widgets named: - Ensure all widget names used in formulas exist in the same document. --- +# ๐Ÿ“Ž 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. + +image + +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. +document attchement + +> **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. ## ๐Ÿ“ฉ Need Help? diff --git a/docs/docs/help/Templates/create-template.md b/docs/docs/help/Templates/create-template.md index ad2780d47..13c8d569b 100644 --- a/docs/docs/help/Templates/create-template.md +++ b/docs/docs/help/Templates/create-template.md @@ -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. + + - **๐Ÿ“Ž 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. + +image + +## 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. +document attchement + +> **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. + ### ๐Ÿ“„ Edit Template At the top of the Create Template panel, youโ€™ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template.