From fa67b5ffa6745c72932693b294e0207b9006c756 Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 15 Jun 2026 17:55:57 +0530 Subject: [PATCH 1/4] Update widgets.md help text content added for attachement widget. --- docs/docs/help/New-Document/widgets.md | 38 ++++++++++++++++++++++++++ 1 file changed, 38 insertions(+) diff --git a/docs/docs/help/New-Document/widgets.md b/docs/docs/help/New-Document/widgets.md index c7bb9d7a2..7cbf49055 100644 --- a/docs/docs/help/New-Document/widgets.md +++ b/docs/docs/help/New-Document/widgets.md @@ -121,6 +121,44 @@ Assume you have four number widgets named: - Ensure all widget names used in formulas exist in the same document. --- +# πŸ“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. ## πŸ“© Need Help? From 42c501a60182980a7ff03dd3b52a05b9ef094634 Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 15 Jun 2026 18:29:32 +0530 Subject: [PATCH 2/4] Update request-signatures.md help text added in request signature page for attchement widget --- .../help/New-Document/request-signatures.md | 28 +++++++++++++++++++ 1 file changed, 28 insertions(+) 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. + + - **πŸ“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. + ### πŸ“„ Document Page Controls - **Navigating Between Pages in OpenSignβ„’** 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. From 317c6db02c6be241b552da164e9df7c534eda175 Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 15 Jun 2026 18:37:24 +0530 Subject: [PATCH 3/4] Update create-template.md added the help text on the temlate for the attachement widget. --- docs/docs/help/Templates/create-template.md | 27 +++++++++++++++++++++ 1 file changed, 27 insertions(+) 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. + + - **πŸ“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. + ### πŸ“„ 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. From 052f13a61bb1a1bf6a109d9d707c33ed0e6feb9a Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 15 Jun 2026 18:39:39 +0530 Subject: [PATCH 4/4] Update widgets.md update the image on the widgets page for attachement widget. --- docs/docs/help/New-Document/widgets.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/docs/docs/help/New-Document/widgets.md b/docs/docs/help/New-Document/widgets.md index 7cbf49055..e5844014b 100644 --- a/docs/docs/help/New-Document/widgets.md +++ b/docs/docs/help/New-Document/widgets.md @@ -124,7 +124,8 @@ Assume you have four number widgets named: # πŸ“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 + +image Examples of files that can be requested include: