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You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.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,s.jsxs)(t.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,s.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created.\n",(0,s.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(t.h3,{id:"step-9-viewing-and-managing-templates",children:"Step 9: Viewing and Managing Templates"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/86bf3628-987d-4ae2-89c3-b24ec1f6bdc2"}),"\n",(0,s.jsx)(t.p,{children:'On the Manage Templates page, you\'ll see a list of templates you\'ve created or have access to. This list provides details such as the template title, file, owner, signers, and whether the template is public. You\u2019ll also find actions like "Use Template," "Quick Send," "Edit," "Delete," and more.'}),"\n",(0,s.jsx)(t.h3,{id:"step-10-quick-send",children:"Step 10: Quick Send"}),"\n",(0,s.jsx)(t.p,{children:"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,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/02334ff3-eab6-4a11-aba2-d95a5cba2935"}),"\n",(0,s.jsx)(t.p,{children:"How to Send the Document:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Click the Quick Send button next to the template in the list."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"A popup will open where you can assign signers to each role by simply adding their email addresses."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If you need to create multiple documents, click the Add New button."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:"After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request."}),"\n",(0,s.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(t.h3,{id:"step-11-email-otp-verification",children:"Step 11: Email OTP verification"}),"\n",(0,s.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(t.h3,{id:"step-12-finalizing-the-process",children:"Step 12: Finalizing the Process:"}),"\n",(0,s.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(t.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(t.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!write"})]})}function h(e={}){const{wrapper:t}={...(0,l.R)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/1f7895dc.c1033d93.js b/assets/js/1f7895dc.c1033d93.js new file mode 100644 index 000000000..11f1b61c3 --- /dev/null +++ b/assets/js/1f7895dc.c1033d93.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[9858],{28453:(e,t,n)=>{n.d(t,{R:()=>r,x:()=>o});var i=n(96540);const s={},l=i.createContext(s);function r(e){const t=i.useContext(l);return i.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function o(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:r(e.components),i.createElement(l.Provider,{value:t},e.children)}},62290:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>i,toc:()=>d});const i=JSON.parse('{"id":"help/Templates/quick-send","title":"Quickly Send the Document for Signature Using Template","description":"Step 1: Begin New Template Creation","source":"@site/docs/help/Templates/quick-send.md","sourceDirName":"help/Templates","slug":"/help/Templates/quick-send","permalink":"/docs/help/Templates/quick-send","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/quick-send.md","tags":[],"version":"current","sidebarPosition":3,"frontMatter":{"sidebar_position":3,"title":"Quickly Send the Document for Signature Using Template"},"sidebar":"tutorialSidebar","previous":{"title":"Use template to create documents","permalink":"/docs/help/Templates/use-template"},"next":{"title":"Setting up an OpenSign template for public signing","permalink":"/docs/help/Templates/publicTemplate"}}');var s=n(74848),l=n(28453);const r={sidebar_position:3,title:"Quickly Send the Document for Signature Using Template"},o="How to use the OpenSign Quick Send feature to send a document for signature using a template",a={},d=[{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 available for the subscribed user)",id:"step-5-auto-reminder-feature-only-available-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:"Step 10: Quick Send",id:"step-10-quick-send",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 11: Email OTP verification",id:"step-11-email-otp-verification",level:3},{value:"Step 12: Finalizing the Process:",id:"step-12-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"how-to-use-the-opensign-quick-send-feature-to-send-a-document-for-signature-using-a-template",children:"How to use the OpenSign Quick Send feature to send a document for signature using a template"})}),"\n",(0,s.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,s.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[3] Title"})," ",(0,s.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)(t.h3,{id:"step-5-auto-reminder-feature-only-available-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only available for the subscribed user)"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.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,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.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,s.jsxs)(t.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,s.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created.\n",(0,s.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(t.h3,{id:"step-9-viewing-and-managing-templates",children:"Step 9: Viewing and Managing Templates"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/86bf3628-987d-4ae2-89c3-b24ec1f6bdc2"}),"\n",(0,s.jsx)(t.p,{children:'On the Manage Templates page, you\'ll see a list of templates you\'ve created or have access to. This list provides details such as the template title, file, owner, signers, and whether the template is public. You\u2019ll also find actions like "Use Template," "Quick Send," "Edit," "Delete," and more.'}),"\n",(0,s.jsx)(t.h3,{id:"step-10-quick-send",children:"Step 10: Quick Send"}),"\n",(0,s.jsx)(t.p,{children:"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,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/02334ff3-eab6-4a11-aba2-d95a5cba2935"}),"\n",(0,s.jsx)(t.p,{children:"How to Send the Document:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Click the Quick Send button next to the template in the list."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"A popup will open where you can assign signers to each role by simply adding their email addresses."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If you need to create multiple documents, click the Add New button."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:"After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request."}),"\n",(0,s.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(t.h3,{id:"step-11-email-otp-verification",children:"Step 11: Email OTP verification"}),"\n",(0,s.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(t.h3,{id:"step-12-finalizing-the-process",children:"Step 12: Finalizing the Process:"}),"\n",(0,s.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(t.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(t.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!write"})]})}function h(e={}){const{wrapper:t}={...(0,l.R)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/489b8a4d.b551b44c.js b/assets/js/489b8a4d.955bead1.js similarity index 99% rename from assets/js/489b8a4d.b551b44c.js rename to assets/js/489b8a4d.955bead1.js index ec31c4145..b72b958b2 100644 --- a/assets/js/489b8a4d.b551b44c.js +++ b/assets/js/489b8a4d.955bead1.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1179],{28453:(e,n,t)=>{t.d(n,{R:()=>r,x:()=>c});var s=t(96540);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)}},69835:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>d,contentTitle:()=>c,default:()=>h,frontMatter:()=>r,metadata:()=>s,toc:()=>l});const s=JSON.parse('{"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":false,"unlisted":false,"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"}}');var o=t(74848),i=t(28453);const r={title:"Self-host OpenSign\u2122 with Docker on Linux/MacOS/Windows"},c=void 0,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,i.R)(),...e.components};return(0,o.jsxs)(o.Fragment,{children:[(0,o.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,o.jsxs)(n.h3,{id:"step-1-download-and-install-docker",children:["Step 1. Download and Install ",(0,o.jsx)(n.a,{href:"https://www.docker.com/products/docker-desktop/",children:"Docker"}),":"]}),"\n",(0,o.jsx)(n.p,{children:"Follow the official Docker installation guide based on your operating system."}),"\n",(0,o.jsx)(n.p,{children:"Create a Docker Hub account if you don't already have one."}),"\n",(0,o.jsxs)(n.p,{children:[(0,o.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,o.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,o.jsx)(n.p,{children:"Make sure Docker is running in the background before proceeding."}),"\n",(0,o.jsxs)(n.p,{children:[(0,o.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,o.jsx)(n.h3,{id:"running-on-a-custom-domain",children:"Running on a custom domain"}),"\n",(0,o.jsx)(n.p,{children:"Command for linux/MacOS"}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Command for Windows (",(0,o.jsx)(n.strong,{children:"Powershell"}),")"]}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Command for Windows (",(0,o.jsx)(n.strong,{children:"CMD/Terminal"}),")"]}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.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,o.jsx)(n.p,{children:"Make sure to replace the host URL with your subdomain where OpenSign will be accessible."}),"\n",(0,o.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,o.jsx)(n.h3,{id:"running-locally",children:"Running locally"}),"\n",(0,o.jsx)(n.p,{children:"If instead want to run locally try out below commands."}),"\n",(0,o.jsx)(n.p,{children:"Command for linux/MacOS (localhost)"}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Command for Windows (",(0,o.jsx)(n.strong,{children:"Powershell"}),") (localhost)"]}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Command for Windows (",(0,o.jsx)(n.strong,{children:"CMD/Terminal"}),") (localhost)"]}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Once the deployment is successful, the application will be accessible at ",(0,o.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,o.jsx)("div",{children:(0,o.jsx)("img",{width:"700",alt:"localhost",src:"https://github.com/user-attachments/assets/f5de1882-64d0-44ea-86e3-3a7c8405272c"})}),"\n",(0,o.jsx)("div",{children:(0,o.jsx)("img",{width:"700",alt:"proceedtolocalhost",src:"https://github.com/user-attachments/assets/33f975b9-4a9a-431e-a869-72e38f3b6754"})}),"\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Note:"})," If you wish to incorporate our latest features into your Docker container, follow the ",(0,o.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/self-host/docker/upgrade-deployment",children:"Upgrade Deployment"})," steps."]}),"\n",(0,o.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,o.jsx)(n.p,{children:"To set up OpenSign\u2122 locally using Docker, the following prerequisites are required:"}),"\n",(0,o.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,o.jsxs)(n.table,{children:[(0,o.jsx)(n.thead,{children:(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.th,{children:"Environment Varibale"}),(0,o.jsx)(n.th,{children:"Value"}),(0,o.jsx)(n.th,{children:"Description"})]})}),(0,o.jsxs)(n.tbody,{children:[(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"PUBLIC_URL"}),(0,o.jsxs)(n.td,{children:[(0,o.jsx)(n.a,{href:"https://localhost:3001",children:"https://localhost:3001"})," or ",(0,o.jsx)(n.a,{href:"https://opensign.yourdomain.com",children:"https://opensign.yourdomain.com"})]}),(0,o.jsx)(n.td,{children:"Set it to the URL form where the app home page will be accessed"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MASTER_KEY"}),(0,o.jsx)(n.td,{children:"XnAadwKxxByMr"}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MONGODB_URI"}),(0,o.jsx)(n.td,{children:"mongodb://mongo-container:27017/OpenSignDB"}),(0,o.jsx)(n.td,{children:"Mongodb URI to connect to"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"PARSE_MOUNT"}),(0,o.jsx)(n.td,{children:"/app"}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SERVER_URL"}),(0,o.jsx)(n.td,{children:(0,o.jsx)(n.a,{href:"http://localhost:8080/app",children:"http://localhost:8080/app"})}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_SPACE"}),(0,o.jsx)(n.td,{children:"DOSPACENAME"}),(0,o.jsx)(n.td,{children:"Digital ocean space name or AWS S3 bucket name for uploading documents"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_ENDPOINT"}),(0,o.jsx)(n.td,{children:"ams3.digitaloceanspaces.com"}),(0,o.jsx)(n.td,{children:"Digital ocean spaces endpoint or AWS S3 endpoint for uploading documents"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_BASEURL"}),(0,o.jsx)(n.td,{children:(0,o.jsx)(n.a,{href:"https://dospace.ams3.digitaloceanspaces.com",children:"https://dospace.ams3.digitaloceanspaces.com"})}),(0,o.jsx)(n.td,{children:"Digital ocean baseurl or AWS S3 base URL"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_ACCESS_KEY_ID"}),(0,o.jsx)(n.td,{children:"YOUR_S3_ACCESS_ID"}),(0,o.jsx)(n.td,{children:"Digital ocean spaces access key ID or AWS s3 Access key ID for uploading the docs"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_SECRET_ACCESS_KEY"}),(0,o.jsx)(n.td,{children:"YOUR_S3_ACCESS_KEY"}),(0,o.jsx)(n.td,{children:"Digital ocean spaces secret access key or AWS s3 secret access key for uploading the docs"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_REGION"}),(0,o.jsx)(n.td,{children:"YOUR_S3_REGION"}),(0,o.jsx)(n.td,{children:"Digital ocean spaces region or AWS s3 region"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"USE_LOCAL"}),(0,o.jsx)(n.td,{children:"true"}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MAILGUN_API_KEY"}),(0,o.jsx)(n.td,{children:"YOUR_MAILGUNAPI_KEY"}),(0,o.jsx)(n.td,{children:"Mailgun API Key"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MAILGUN_DOMAIN"}),(0,o.jsx)(n.td,{children:"YOUR_MAILGUNAPI_DOMAIN"}),(0,o.jsx)(n.td,{children:"Mailgun API Domain"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MAILGUN_SENDER"}),(0,o.jsx)(n.td,{children:"-"}),(0,o.jsx)(n.td,{children:"Mailgun Sender Mail ID"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_ENABLE"}),(0,o.jsx)(n.td,{children:"false"}),(0,o.jsx)(n.td,{children:"If this is set to true, emails will be sent through SMTP, and Mailgun credentials will be ignored."})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_HOST"}),(0,o.jsx)(n.td,{children:"smtp.yourhost.com"}),(0,o.jsx)(n.td,{children:"Provide smtp host"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_PORT"}),(0,o.jsx)(n.td,{children:"443"}),(0,o.jsx)(n.td,{children:"Provide smtp port number"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_USERNAME"}),(0,o.jsx)(n.td,{children:"-"}),(0,o.jsx)(n.td,{children:"Provide username of smtp"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_USER_EMAIL"}),(0,o.jsx)(n.td,{children:(0,o.jsx)(n.a,{href:"mailto:mailer@yourdomain.com",children:"mailer@yourdomain.com"})}),(0,o.jsx)(n.td,{children:"Provide user email of smtp"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_PASS"}),(0,o.jsx)(n.td,{children:"password"}),(0,o.jsx)(n.td,{children:"Provide smtp password"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"PFX_BASE64"}),(0,o.jsx)(n.td,{children:"-"}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"PASS_PHRASE"}),(0,o.jsx)(n.td,{children:"opensign"}),(0,o.jsx)(n.td,{children:"Pass phrase of PFX or p12 document signing certificate file."})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"APP_ID"}),(0,o.jsx)(n.td,{children:"opensign"}),(0,o.jsx)(n.td,{children:"(DEPRECATED) This should not be changed if provided; it should be 'opensign'."})]})]})]}),"\n",(0,o.jsx)(n.h1,{id:"steps-to-generate-self-sign-certificate",children:"Steps to Generate Self Sign Certificate"}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.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,o.jsx)(n.a,{href:"https://helpx.adobe.com/in/acrobat/kb/approved-trust-list1.html",children:"AATL-approved Certificate Authority"}),"."]}),"\n",(0,o.jsx)(n.h1,{id:"cors-configuration",children:"CORS Configuration"}),"\n",(0,o.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,o.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,o.jsx)(n.pre,{children:(0,o.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,o.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,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:(0,o.jsx)(n.a,{href:"https://docs.digitalocean.com/products/spaces/how-to/configure-cors/",children:"How to Configure CORS on DigitalOcean Spaces"})}),"\n",(0,o.jsx)(n.li,{children:(0,o.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,i.R)(),...e.components};return n?(0,o.jsx)(n,{...e,children:(0,o.jsx)(a,{...e})}):a(e)}}}]); \ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1179],{28453:(e,n,t)=>{t.d(n,{R:()=>r,x:()=>c});var s=t(96540);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)}},69835:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>d,contentTitle:()=>c,default:()=>h,frontMatter:()=>r,metadata:()=>s,toc:()=>l});const s=JSON.parse('{"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":false,"unlisted":false,"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"}}');var o=t(74848),i=t(28453);const r={title:"Self-host OpenSign\u2122 with Docker on Linux/MacOS/Windows"},c=void 0,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,i.R)(),...e.components};return(0,o.jsxs)(o.Fragment,{children:[(0,o.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,o.jsxs)(n.h3,{id:"step-1-download-and-install-docker",children:["Step 1. Download and Install ",(0,o.jsx)(n.a,{href:"https://www.docker.com/products/docker-desktop/",children:"Docker"}),":"]}),"\n",(0,o.jsx)(n.p,{children:"Follow the official Docker installation guide based on your operating system."}),"\n",(0,o.jsx)(n.p,{children:"Create a Docker Hub account if you don't already have one."}),"\n",(0,o.jsxs)(n.p,{children:[(0,o.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,o.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,o.jsx)(n.p,{children:"Make sure Docker is running in the background before proceeding."}),"\n",(0,o.jsxs)(n.p,{children:[(0,o.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,o.jsx)(n.h3,{id:"running-on-a-custom-domain",children:"Running on a custom domain"}),"\n",(0,o.jsx)(n.p,{children:"Command for linux/MacOS"}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Command for Windows (",(0,o.jsx)(n.strong,{children:"Powershell"}),")"]}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Command for Windows (",(0,o.jsx)(n.strong,{children:"CMD/Terminal"}),")"]}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.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,o.jsx)(n.p,{children:"Make sure to replace the host URL with your subdomain where OpenSign will be accessible."}),"\n",(0,o.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,o.jsx)(n.h3,{id:"running-locally",children:"Running locally"}),"\n",(0,o.jsx)(n.p,{children:"If instead want to run locally try out below commands."}),"\n",(0,o.jsx)(n.p,{children:"Command for linux/MacOS (localhost)"}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Command for Windows (",(0,o.jsx)(n.strong,{children:"Powershell"}),") (localhost)"]}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Command for Windows (",(0,o.jsx)(n.strong,{children:"CMD/Terminal"}),") (localhost)"]}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.jsxs)(n.p,{children:["Once the deployment is successful, the application will be accessible at ",(0,o.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,o.jsx)("div",{children:(0,o.jsx)("img",{width:"700",alt:"localhost",src:"https://github.com/user-attachments/assets/f5de1882-64d0-44ea-86e3-3a7c8405272c"})}),"\n",(0,o.jsx)("div",{children:(0,o.jsx)("img",{width:"700",alt:"proceedtolocalhost",src:"https://github.com/user-attachments/assets/33f975b9-4a9a-431e-a869-72e38f3b6754"})}),"\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Note:"})," If you wish to incorporate our latest features into your Docker container, follow the ",(0,o.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/self-host/docker/upgrade-deployment",children:"Upgrade Deployment"})," steps."]}),"\n",(0,o.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,o.jsx)(n.p,{children:"To set up OpenSign\u2122 locally using Docker, the following prerequisites are required:"}),"\n",(0,o.jsx)(n.p,{children:'Add below Environment Variables to the ".env.prod" file that is automatically created in order to personalize your installation:'}),"\n",(0,o.jsxs)(n.table,{children:[(0,o.jsx)(n.thead,{children:(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.th,{children:"Environment Variable"}),(0,o.jsx)(n.th,{children:"Value"}),(0,o.jsx)(n.th,{children:"Description"})]})}),(0,o.jsxs)(n.tbody,{children:[(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"PUBLIC_URL"}),(0,o.jsxs)(n.td,{children:[(0,o.jsx)(n.a,{href:"https://localhost:3001",children:"https://localhost:3001"})," or ",(0,o.jsx)(n.a,{href:"https://opensign.yourdomain.com",children:"https://opensign.yourdomain.com"})]}),(0,o.jsx)(n.td,{children:"Set it to the URL form where the app home page will be accessed"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MASTER_KEY"}),(0,o.jsx)(n.td,{children:"XnAadwKxxByMr"}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MONGODB_URI"}),(0,o.jsx)(n.td,{children:"mongodb://mongo-container:27017/OpenSignDB"}),(0,o.jsx)(n.td,{children:"Mongodb URI to connect to"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"PARSE_MOUNT"}),(0,o.jsx)(n.td,{children:"/app"}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SERVER_URL"}),(0,o.jsx)(n.td,{children:(0,o.jsx)(n.a,{href:"http://localhost:8080/app",children:"http://localhost:8080/app"})}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_SPACE"}),(0,o.jsx)(n.td,{children:"DOSPACENAME"}),(0,o.jsx)(n.td,{children:"Digital ocean space name or AWS S3 bucket name for uploading documents"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_ENDPOINT"}),(0,o.jsx)(n.td,{children:"ams3.digitaloceanspaces.com"}),(0,o.jsx)(n.td,{children:"Digital ocean spaces endpoint or AWS S3 endpoint for uploading documents"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_BASEURL"}),(0,o.jsx)(n.td,{children:(0,o.jsx)(n.a,{href:"https://dospace.ams3.digitaloceanspaces.com",children:"https://dospace.ams3.digitaloceanspaces.com"})}),(0,o.jsx)(n.td,{children:"Digital ocean baseurl or AWS S3 base URL"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_ACCESS_KEY_ID"}),(0,o.jsx)(n.td,{children:"YOUR_S3_ACCESS_ID"}),(0,o.jsx)(n.td,{children:"Digital ocean spaces access key ID or AWS s3 Access key ID for uploading the docs"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_SECRET_ACCESS_KEY"}),(0,o.jsx)(n.td,{children:"YOUR_S3_ACCESS_KEY"}),(0,o.jsx)(n.td,{children:"Digital ocean spaces secret access key or AWS s3 secret access key for uploading the docs"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"DO_REGION"}),(0,o.jsx)(n.td,{children:"YOUR_S3_REGION"}),(0,o.jsx)(n.td,{children:"Digital ocean spaces region or AWS s3 region"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"USE_LOCAL"}),(0,o.jsx)(n.td,{children:"true"}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MAILGUN_API_KEY"}),(0,o.jsx)(n.td,{children:"YOUR_MAILGUNAPI_KEY"}),(0,o.jsx)(n.td,{children:"Mailgun API Key"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MAILGUN_DOMAIN"}),(0,o.jsx)(n.td,{children:"YOUR_MAILGUNAPI_DOMAIN"}),(0,o.jsx)(n.td,{children:"Mailgun API Domain"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"MAILGUN_SENDER"}),(0,o.jsx)(n.td,{children:"-"}),(0,o.jsx)(n.td,{children:"Mailgun Sender Mail ID"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_ENABLE"}),(0,o.jsx)(n.td,{children:"false"}),(0,o.jsx)(n.td,{children:"If this is set to true, emails will be sent through SMTP, and Mailgun credentials will be ignored."})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_HOST"}),(0,o.jsx)(n.td,{children:"smtp.yourhost.com"}),(0,o.jsx)(n.td,{children:"Provide smtp host"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_PORT"}),(0,o.jsx)(n.td,{children:"443"}),(0,o.jsx)(n.td,{children:"Provide smtp port number"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_USERNAME"}),(0,o.jsx)(n.td,{children:"-"}),(0,o.jsx)(n.td,{children:"Provide username of smtp"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_USER_EMAIL"}),(0,o.jsx)(n.td,{children:(0,o.jsx)(n.a,{href:"mailto:mailer@yourdomain.com",children:"mailer@yourdomain.com"})}),(0,o.jsx)(n.td,{children:"Provide user email of smtp"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"SMTP_PASS"}),(0,o.jsx)(n.td,{children:"password"}),(0,o.jsx)(n.td,{children:"Provide smtp password"})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"PFX_BASE64"}),(0,o.jsx)(n.td,{children:"-"}),(0,o.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,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"PASS_PHRASE"}),(0,o.jsx)(n.td,{children:"opensign"}),(0,o.jsx)(n.td,{children:"Pass phrase of PFX or p12 document signing certificate file."})]}),(0,o.jsxs)(n.tr,{children:[(0,o.jsx)(n.td,{children:"APP_ID"}),(0,o.jsx)(n.td,{children:"opensign"}),(0,o.jsx)(n.td,{children:"(DEPRECATED) This should not be changed if provided; it should be 'opensign'."})]})]})]}),"\n",(0,o.jsx)(n.h1,{id:"steps-to-generate-self-sign-certificate",children:"Steps to Generate Self Sign Certificate"}),"\n",(0,o.jsx)(n.pre,{children:(0,o.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,o.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,o.jsx)(n.a,{href:"https://helpx.adobe.com/in/acrobat/kb/approved-trust-list1.html",children:"AATL-approved Certificate Authority"}),"."]}),"\n",(0,o.jsx)(n.h1,{id:"cors-configuration",children:"CORS Configuration"}),"\n",(0,o.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,o.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,o.jsx)(n.pre,{children:(0,o.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,o.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,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:(0,o.jsx)(n.a,{href:"https://docs.digitalocean.com/products/spaces/how-to/configure-cors/",children:"How to Configure CORS on DigitalOcean Spaces"})}),"\n",(0,o.jsx)(n.li,{children:(0,o.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,i.R)(),...e.components};return n?(0,o.jsx)(n,{...e,children:(0,o.jsx)(a,{...e})}):a(e)}}}]); \ No newline at end of file diff --git a/assets/js/4f7a2d40.fb6bc395.js b/assets/js/4f7a2d40.4d88e708.js similarity index 98% rename from assets/js/4f7a2d40.fb6bc395.js rename to assets/js/4f7a2d40.4d88e708.js index 327794440..15a207f12 100644 --- a/assets/js/4f7a2d40.fb6bc395.js +++ b/assets/js/4f7a2d40.4d88e708.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[291],{28453:(e,s,t)=>{t.d(s,{R:()=>i,x:()=>a});var n=t(96540);const c={},o=n.createContext(c);function i(e){const s=n.useContext(o);return n.useMemo((function(){return"function"==typeof e?e(s):{...s,...e}}),[s,e])}function a(e){let s;return s=e.disableParentContext?"function"==typeof e.components?e.components(c):e.components||c:i(e.components),n.createElement(o.Provider,{value:s},e.children)}},98474:(e,s,t)=>{t.r(s),t.d(s,{assets:()=>r,contentTitle:()=>a,default:()=>d,frontMatter:()=>i,metadata:()=>n,toc:()=>l});const n=JSON.parse('{"id":"self-host/cloud-storage/s3","title":"AWS S3","description":"You can create an AWS S3 bucket to store your uploaded documents using OpenSign\u2122","source":"@site/docs/self-host/cloud-storage/s3.md","sourceDirName":"self-host/cloud-storage","slug":"/self-host/cloud-storage/s3","permalink":"/docs/self-host/cloud-storage/s3","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/self-host/cloud-storage/s3.md","tags":[],"version":"current","frontMatter":{"title":"AWS S3"},"sidebar":"selfhostSidebar","previous":{"title":"Cloud Storage","permalink":"/docs/category/cloud-storage"},"next":{"title":"Guides","permalink":"/docs/category/guides"}}');var c=t(74848),o=t(28453);const i={title:"AWS S3"},a=void 0,r={},l=[{value:"You can create an AWS S3 bucket to store your uploaded documents using OpenSign\u2122",id:"you-can-create-an-aws-s3-bucket-to-store-your-uploaded-documents-using-opensign",level:2},{value:"AWS S3 -",id:"aws-s3--",level:3}];function h(e){const s={a:"a",code:"code",h2:"h2",h3:"h3",img:"img",li:"li",p:"p",pre:"pre",strong:"strong",ul:"ul",...(0,o.R)(),...e.components};return(0,c.jsxs)(c.Fragment,{children:[(0,c.jsx)(s.h2,{id:"you-can-create-an-aws-s3-bucket-to-store-your-uploaded-documents-using-opensign",children:"You can create an AWS S3 bucket to store your uploaded documents using OpenSign\u2122"}),"\n",(0,c.jsx)(s.h3,{id:"aws-s3--",children:"AWS S3 -"}),"\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsxs)(s.li,{children:[(0,c.jsx)(s.strong,{children:"Step 1 : Create a S3 bucket"}),"\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsxs)(s.li,{children:["Login to ",(0,c.jsx)(s.a,{href:"https://aws.amazon.com/console/",children:"AWS console"})]}),"\n",(0,c.jsxs)(s.li,{children:["Navigate to S3 under services.\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/1a734349-1c1a-4f53-8582-7318c22911f5",alt:"Screenshot 2024-09-30 203247"})]}),"\n",(0,c.jsxs)(s.li,{children:['Hit "Create Bucket" button on upper right corner.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/b036fa3b-20c4-4348-8697-68bcf2fd9de3",alt:"Screenshot 2024-09-30 195246"})]}),"\n",(0,c.jsxs)(s.li,{children:['Now provide bucket name and don\'t change any other options scroll down and click on "Create Bucket" button.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/3fb1a591-fffd-4703-9b1f-9cb1edbdf7fe",alt:"Screenshot 2024-09-30 195603"}),"\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/a0b2be8a-a273-474d-88d5-614cb42de8dd",alt:"Screenshot 2024-09-30 195835"})]}),"\n",(0,c.jsx)(s.li,{children:"Click on name of bucket from list which we have just created."}),"\n",(0,c.jsxs)(s.li,{children:["Now go to permission Tab and scroll down to botton.\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/dbf44b05-370b-40f8-bfc1-fd2f8441da46",alt:"Screenshot 2024-09-30 202035"})]}),"\n",(0,c.jsxs)(s.li,{children:['At the bottom you will see cross-origin resource sharign (cors) section click on "Edit" button.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/a9fb13b3-7a30-4c49-b3ea-6a30a2b7c357",alt:"Screenshot 2024-09-30 202057"})]}),"\n",(0,c.jsxs)(s.li,{children:['Now paste below line of code and add origin url in AllowedOrigins array and click on "Save changes".',"\n",(0,c.jsx)(s.pre,{children:(0,c.jsx)(s.code,{children:'[\n {\n "AllowedHeaders": [\n "*"\n ],\n "AllowedMethods": [\n "GET",\n "PUT",\n "POST"\n ],\n "AllowedOrigins": [\n "https://localhost:3001",\n "https://app.opensignlabs.com",\n"https://eu-app.opensignlabs.com"\n ],\n "ExposeHeaders": [\n "x-amz-server-side-encryption",\n "x-amz-request-id",\n "x-amz-id-2"\n ],\n "MaxAgeSeconds": 3000\n }\n]\n'})}),"\n"]}),"\n",(0,c.jsx)(s.li,{children:'Once completed, navigate to "Properties," where you\'ll find the bucket region (e.g., us-east-1).'}),"\n",(0,c.jsx)(s.li,{children:'Set the bucket name you created in step 1 as the value for "DO_SPACE" in the ENV file.'}),"\n",(0,c.jsx)(s.li,{children:'Assign the region value to the "DO_REGION" variable in the ENV file.'}),"\n",(0,c.jsx)(s.li,{children:'Replace the region in the URL s3.region.amazonaws.com and set it as "DO_ENDPOINT" in the ENV file.'}),"\n",(0,c.jsxs)(s.li,{children:["Replace both the bucket name and region in the URL ",(0,c.jsx)(s.a,{href:"https://bucketName.s3.region.amazonaws.com",children:"https://bucketName.s3.region.amazonaws.com"}),' and set it as "DO_BASEURL" in the ENV file.']}),"\n"]}),"\n"]}),"\n",(0,c.jsxs)(s.li,{children:[(0,c.jsx)(s.strong,{children:"Step 2 : Create a aws policy"}),"\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsxs)(s.li,{children:["Navigate to IAM under services\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/8109d2bb-1afb-4407-b5cd-4886a070d5cc",alt:"Screenshot 2024-09-30 200247"})]}),"\n",(0,c.jsx)(s.li,{children:'Now click on "Polices" from left side "access management" menu.'}),"\n",(0,c.jsxs)(s.li,{children:['Hit "Create Policy" button on upper right corner.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/1b3b5608-9a84-477d-b46e-aaf884a73343",alt:"Screenshot 2024-09-30 200939"})]}),"\n",(0,c.jsxs)(s.li,{children:['Search for S3 and Tick "PutObject" and "GetObject" from "Specify permissions" screen.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/7168d261-abc4-4789-8e64-628c81c79e24",alt:"Screenshot 2024-09-30 200537"}),"\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/863f8e7c-74eb-4f1b-9ea5-41524ba249ca",alt:"Screenshot 2024-09-30 200607"})]}),"\n",(0,c.jsxs)(s.li,{children:['Select "All" under Resources\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/c4b26336-aab0-49c3-a817-d2a71d603091",alt:"Screenshot 2024-09-30 200929"})]}),"\n",(0,c.jsxs)(s.li,{children:["provide policy name and hit on 'Create Policy\".\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/4db2ab95-14bb-4ea1-a9a3-821e20e70038",alt:"Screenshot 2024-09-30 200808"})]}),"\n"]}),"\n"]}),"\n",(0,c.jsxs)(s.li,{children:["Step 3 : Create IAM user.","\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsxs)(s.li,{children:['Now click on "Users" from left side "access management" menu and then click on "Create User" button.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/1aa1f071-6291-457f-a514-970f511866cb",alt:"Screenshot 2024-09-30 201026"})]}),"\n",(0,c.jsx)(s.li,{children:"Provide username and click on Next button."}),"\n",(0,c.jsxs)(s.li,{children:['Now select "Attach policies directly" from Permissions options.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/13c6d571-d3da-4259-8f04-8ec130d9091a",alt:"Screenshot 2024-09-30 201731"})]}),"\n",(0,c.jsxs)(s.li,{children:['Now, search for the policy we created in the previous step within the "Permissions Policies" section.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/c2b1643d-e3e3-49ee-920b-641e7ff819f5",alt:"Screenshot 2024-09-30 201742"})]}),"\n",(0,c.jsx)(s.li,{children:'Now scroll down and Click on "Create User" Button.'}),"\n"]}),"\n"]}),"\n",(0,c.jsxs)(s.li,{children:["Step 4 : Generate Credentials","\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsx)(s.li,{children:"Now Click on username form list which we have created in previous step."}),"\n",(0,c.jsx)(s.li,{children:'Navigate to "Security credentials".'}),"\n",(0,c.jsxs)(s.li,{children:['Click on "Create Access Key" from right corner.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/d25abe2f-0cfc-4cc0-a02c-6b9fc6559dd2",alt:"Screenshot 2024-09-30 201850"})]}),"\n",(0,c.jsxs)(s.li,{children:['In the next step select "Application running outside AWS".\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/f9b0cdb2-3718-4ae6-a4ba-68e144d1f4a1",alt:"Screenshot 2024-09-30 201917"})]}),"\n",(0,c.jsx)(s.li,{children:'In the next step, you will see the "Access key" and "Secret Access key." Copy both values.'}),"\n",(0,c.jsx)(s.li,{children:'Assign the "Access key" value to the "DO_ACCESS_KEY_ID" environment variable.'}),"\n",(0,c.jsx)(s.li,{children:'Assign the "Secret Access key" value to the "DO_SECRET_ACCESS_KEY" environment variable.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,c.jsxs)(s.p,{children:["If you encounter any issues while following these instructions, refer to the link below: - ",(0,c.jsx)(s.a,{href:"https://repost.aws/knowledge-center/create-access-key",children:"https://repost.aws/knowledge-center/create-access-key"})]})]})}function d(e={}){const{wrapper:s}={...(0,o.R)(),...e.components};return s?(0,c.jsx)(s,{...e,children:(0,c.jsx)(h,{...e})}):h(e)}}}]); \ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[291],{28453:(e,s,t)=>{t.d(s,{R:()=>i,x:()=>a});var n=t(96540);const c={},o=n.createContext(c);function i(e){const s=n.useContext(o);return n.useMemo((function(){return"function"==typeof e?e(s):{...s,...e}}),[s,e])}function a(e){let s;return s=e.disableParentContext?"function"==typeof e.components?e.components(c):e.components||c:i(e.components),n.createElement(o.Provider,{value:s},e.children)}},98474:(e,s,t)=>{t.r(s),t.d(s,{assets:()=>r,contentTitle:()=>a,default:()=>d,frontMatter:()=>i,metadata:()=>n,toc:()=>l});const n=JSON.parse('{"id":"self-host/cloud-storage/s3","title":"AWS S3","description":"You can create an AWS S3 bucket to store your uploaded documents using OpenSign\u2122","source":"@site/docs/self-host/cloud-storage/s3.md","sourceDirName":"self-host/cloud-storage","slug":"/self-host/cloud-storage/s3","permalink":"/docs/self-host/cloud-storage/s3","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/self-host/cloud-storage/s3.md","tags":[],"version":"current","frontMatter":{"title":"AWS S3"},"sidebar":"selfhostSidebar","previous":{"title":"Cloud Storage","permalink":"/docs/category/cloud-storage"},"next":{"title":"Guides","permalink":"/docs/category/guides"}}');var c=t(74848),o=t(28453);const i={title:"AWS S3"},a=void 0,r={},l=[{value:"You can create an AWS S3 bucket to store your uploaded documents using OpenSign\u2122",id:"you-can-create-an-aws-s3-bucket-to-store-your-uploaded-documents-using-opensign",level:2},{value:"AWS S3 -",id:"aws-s3--",level:3}];function h(e){const s={a:"a",code:"code",h2:"h2",h3:"h3",img:"img",li:"li",p:"p",pre:"pre",strong:"strong",ul:"ul",...(0,o.R)(),...e.components};return(0,c.jsxs)(c.Fragment,{children:[(0,c.jsx)(s.h2,{id:"you-can-create-an-aws-s3-bucket-to-store-your-uploaded-documents-using-opensign",children:"You can create an AWS S3 bucket to store your uploaded documents using OpenSign\u2122"}),"\n",(0,c.jsx)(s.h3,{id:"aws-s3--",children:"AWS S3 -"}),"\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsxs)(s.li,{children:[(0,c.jsx)(s.strong,{children:"Step 1 : Create a S3 bucket"}),"\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsxs)(s.li,{children:["Login to ",(0,c.jsx)(s.a,{href:"https://aws.amazon.com/console/",children:"AWS console"})]}),"\n",(0,c.jsxs)(s.li,{children:["Navigate to S3 under services.\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/1a734349-1c1a-4f53-8582-7318c22911f5",alt:"Screenshot 2024-09-30 203247"})]}),"\n",(0,c.jsxs)(s.li,{children:['Hit "Create Bucket" button on upper right corner.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/b036fa3b-20c4-4348-8697-68bcf2fd9de3",alt:"Screenshot 2024-09-30 195246"})]}),"\n",(0,c.jsxs)(s.li,{children:['Now provide bucket name and don\'t change any other options scroll down and click on "Create Bucket" button.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/3fb1a591-fffd-4703-9b1f-9cb1edbdf7fe",alt:"Screenshot 2024-09-30 195603"}),"\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/a0b2be8a-a273-474d-88d5-614cb42de8dd",alt:"Screenshot 2024-09-30 195835"})]}),"\n",(0,c.jsx)(s.li,{children:"Click on name of bucket from list which we have just created."}),"\n",(0,c.jsxs)(s.li,{children:["Now go to permission Tab and scroll down to bottom.\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/dbf44b05-370b-40f8-bfc1-fd2f8441da46",alt:"Screenshot 2024-09-30 202035"})]}),"\n",(0,c.jsxs)(s.li,{children:['At the bottom you will see cross-origin resource sharign (cors) section click on "Edit" button.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/a9fb13b3-7a30-4c49-b3ea-6a30a2b7c357",alt:"Screenshot 2024-09-30 202057"})]}),"\n",(0,c.jsxs)(s.li,{children:['Now paste below line of code and add origin url in AllowedOrigins array and click on "Save changes".',"\n",(0,c.jsx)(s.pre,{children:(0,c.jsx)(s.code,{children:'[\n {\n "AllowedHeaders": [\n "*"\n ],\n "AllowedMethods": [\n "GET",\n "PUT",\n "POST"\n ],\n "AllowedOrigins": [\n "https://localhost:3001",\n "https://app.opensignlabs.com",\n"https://eu-app.opensignlabs.com"\n ],\n "ExposeHeaders": [\n "x-amz-server-side-encryption",\n "x-amz-request-id",\n "x-amz-id-2"\n ],\n "MaxAgeSeconds": 3000\n }\n]\n'})}),"\n"]}),"\n",(0,c.jsx)(s.li,{children:'Once completed, navigate to "Properties," where you\'ll find the bucket region (e.g., us-east-1).'}),"\n",(0,c.jsx)(s.li,{children:'Set the bucket name you created in step 1 as the value for "DO_SPACE" in the ENV file.'}),"\n",(0,c.jsx)(s.li,{children:'Assign the region value to the "DO_REGION" variable in the ENV file.'}),"\n",(0,c.jsx)(s.li,{children:'Replace the region in the URL s3.region.amazonaws.com and set it as "DO_ENDPOINT" in the ENV file.'}),"\n",(0,c.jsxs)(s.li,{children:["Replace both the bucket name and region in the URL ",(0,c.jsx)(s.a,{href:"https://bucketName.s3.region.amazonaws.com",children:"https://bucketName.s3.region.amazonaws.com"}),' and set it as "DO_BASEURL" in the ENV file.']}),"\n"]}),"\n"]}),"\n",(0,c.jsxs)(s.li,{children:[(0,c.jsx)(s.strong,{children:"Step 2 : Create a aws policy"}),"\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsxs)(s.li,{children:["Navigate to IAM under services\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/8109d2bb-1afb-4407-b5cd-4886a070d5cc",alt:"Screenshot 2024-09-30 200247"})]}),"\n",(0,c.jsx)(s.li,{children:'Now click on "Polices" from left side "access management" menu.'}),"\n",(0,c.jsxs)(s.li,{children:['Hit "Create Policy" button on upper right corner.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/1b3b5608-9a84-477d-b46e-aaf884a73343",alt:"Screenshot 2024-09-30 200939"})]}),"\n",(0,c.jsxs)(s.li,{children:['Search for S3 and Tick "PutObject" and "GetObject" from "Specify permissions" screen.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/7168d261-abc4-4789-8e64-628c81c79e24",alt:"Screenshot 2024-09-30 200537"}),"\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/863f8e7c-74eb-4f1b-9ea5-41524ba249ca",alt:"Screenshot 2024-09-30 200607"})]}),"\n",(0,c.jsxs)(s.li,{children:['Select "All" under Resources\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/c4b26336-aab0-49c3-a817-d2a71d603091",alt:"Screenshot 2024-09-30 200929"})]}),"\n",(0,c.jsxs)(s.li,{children:["provide policy name and hit on 'Create Policy\".\n",(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/4db2ab95-14bb-4ea1-a9a3-821e20e70038",alt:"Screenshot 2024-09-30 200808"})]}),"\n"]}),"\n"]}),"\n",(0,c.jsxs)(s.li,{children:["Step 3 : Create IAM user.","\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsxs)(s.li,{children:['Now click on "Users" from left side "access management" menu and then click on "Create User" button.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/1aa1f071-6291-457f-a514-970f511866cb",alt:"Screenshot 2024-09-30 201026"})]}),"\n",(0,c.jsx)(s.li,{children:"Provide username and click on Next button."}),"\n",(0,c.jsxs)(s.li,{children:['Now select "Attach policies directly" from Permissions options.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/13c6d571-d3da-4259-8f04-8ec130d9091a",alt:"Screenshot 2024-09-30 201731"})]}),"\n",(0,c.jsxs)(s.li,{children:['Now, search for the policy we created in the previous step within the "Permissions Policies" section.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/c2b1643d-e3e3-49ee-920b-641e7ff819f5",alt:"Screenshot 2024-09-30 201742"})]}),"\n",(0,c.jsx)(s.li,{children:'Now scroll down and Click on "Create User" Button.'}),"\n"]}),"\n"]}),"\n",(0,c.jsxs)(s.li,{children:["Step 4 : Generate Credentials","\n",(0,c.jsxs)(s.ul,{children:["\n",(0,c.jsx)(s.li,{children:"Now Click on username form list which we have created in previous step."}),"\n",(0,c.jsx)(s.li,{children:'Navigate to "Security credentials".'}),"\n",(0,c.jsxs)(s.li,{children:['Click on "Create Access Key" from right corner.\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/d25abe2f-0cfc-4cc0-a02c-6b9fc6559dd2",alt:"Screenshot 2024-09-30 201850"})]}),"\n",(0,c.jsxs)(s.li,{children:['In the next step select "Application running outside AWS".\n',(0,c.jsx)(s.img,{src:"https://github.com/user-attachments/assets/f9b0cdb2-3718-4ae6-a4ba-68e144d1f4a1",alt:"Screenshot 2024-09-30 201917"})]}),"\n",(0,c.jsx)(s.li,{children:'In the next step, you will see the "Access key" and "Secret Access key." Copy both values.'}),"\n",(0,c.jsx)(s.li,{children:'Assign the "Access key" value to the "DO_ACCESS_KEY_ID" environment variable.'}),"\n",(0,c.jsx)(s.li,{children:'Assign the "Secret Access key" value to the "DO_SECRET_ACCESS_KEY" environment variable.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,c.jsxs)(s.p,{children:["If you encounter any issues while following these instructions, refer to the link below: - ",(0,c.jsx)(s.a,{href:"https://repost.aws/knowledge-center/create-access-key",children:"https://repost.aws/knowledge-center/create-access-key"})]})]})}function d(e={}){const{wrapper:s}={...(0,o.R)(),...e.components};return s?(0,c.jsx)(s,{...e,children:(0,c.jsx)(h,{...e})}):h(e)}}}]); \ No newline at end of file diff --git a/assets/js/56b5f4f8.1ecf7aef.js b/assets/js/56b5f4f8.cf1c6a97.js similarity index 80% rename from assets/js/56b5f4f8.1ecf7aef.js rename to assets/js/56b5f4f8.cf1c6a97.js index 3d35aaa07..3f1b1469e 100644 --- a/assets/js/56b5f4f8.1ecf7aef.js +++ b/assets/js/56b5f4f8.cf1c6a97.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[3841],{28453:(e,t,n)=>{n.d(t,{R:()=>d,x:()=>a});var i=n(96540);const s={},o=i.createContext(s);function d(e){const t=i.useContext(o);return i.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function a(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:d(e.components),i.createElement(o.Provider,{value:t},e.children)}},97698:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>l,contentTitle:()=>a,default:()=>u,frontMatter:()=>d,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Settings/disabledocumentid","title":"Disable DocumentId","description":"Whenever a document is signed by all parties, OpenSign\u2122 adds a DocumentId at the top left corner of the digitally signed document.","source":"@site/docs/help/Settings/disabledocumentid.md","sourceDirName":"help/Settings","slug":"/help/Settings/disabledocumentid","permalink":"/docs/help/Settings/disabledocumentid","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/disabledocumentid.md","tags":[],"version":"current","sidebarPosition":7,"frontMatter":{"sidebar_position":7,"title":"Disable DocumentId"},"sidebar":"tutorialSidebar","previous":{"title":"Manage users","permalink":"/docs/help/Settings/manage-users"},"next":{"title":"Custom email templates","permalink":"/docs/help/Settings/Custom-email-templates"}}');var s=n(74848),o=n(28453);const d={sidebar_position:7,title:"Disable DocumentId"},a="How to disable adding the OpenSign\u2122 documentId to signed documents",l={},c=[];function r(e){const t={h1:"h1",header:"header",li:"li",p:"p",ul:"ul",...(0,o.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"how-to-disable-adding-the-opensign-documentid-to-signed-documents",children:"How to disable adding the OpenSign\u2122 documentId to signed documents"})}),"\n",(0,s.jsx)(t.p,{children:"Whenever a document is signed by all parties, OpenSign\u2122 adds a DocumentId at the top left corner of the digitally signed document.\nUsing this id you can verifiy the authenticity of the document at a later date, hence we strongly recommend that you keep this id.\nIn case you want to disable adding this to your signed documents, turn the 'Disable DocumentId' switch on."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"Click the '\u2304' symbol just beside your name on the top right corner"}),"\n",(0,s.jsx)(t.li,{children:"Click profile"}),"\n",(0,s.jsx)(t.li,{children:"Click the 'edit' button"}),"\n",(0,s.jsx)(t.li,{children:"Turn the 'Disable DocumentId' swith to on"}),"\n",(0,s.jsx)(t.li,{children:"Click 'save'"}),"\n"]}),"\n",(0,s.jsx)("img",{width:"436",alt:"image",src:"https://github.com/OpenSignLabs/OpenSign/assets/5486116/ee4433c7-1af7-4b74-800d-500060c0642d"}),"\n",(0,s.jsx)(t.p,{children:"Note that this feature will be available only to enterprise plan customers."})]})}function u(e={}){const{wrapper:t}={...(0,o.R)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(r,{...e})}):r(e)}}}]); \ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[3841],{28453:(e,t,n)=>{n.d(t,{R:()=>d,x:()=>a});var i=n(96540);const s={},o=i.createContext(s);function d(e){const t=i.useContext(o);return i.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function a(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:d(e.components),i.createElement(o.Provider,{value:t},e.children)}},97698:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>l,contentTitle:()=>a,default:()=>u,frontMatter:()=>d,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Settings/disabledocumentid","title":"Disable DocumentId","description":"Whenever a document is signed by all parties, OpenSign\u2122 adds a DocumentId at the top left corner of the digitally signed document.","source":"@site/docs/help/Settings/disabledocumentid.md","sourceDirName":"help/Settings","slug":"/help/Settings/disabledocumentid","permalink":"/docs/help/Settings/disabledocumentid","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/disabledocumentid.md","tags":[],"version":"current","sidebarPosition":7,"frontMatter":{"sidebar_position":7,"title":"Disable DocumentId"},"sidebar":"tutorialSidebar","previous":{"title":"Manage users","permalink":"/docs/help/Settings/manage-users"},"next":{"title":"Custom email templates","permalink":"/docs/help/Settings/Custom-email-templates"}}');var s=n(74848),o=n(28453);const d={sidebar_position:7,title:"Disable DocumentId"},a="How to disable adding the OpenSign\u2122 documentId to signed documents",l={},c=[];function r(e){const t={h1:"h1",header:"header",li:"li",p:"p",ul:"ul",...(0,o.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"how-to-disable-adding-the-opensign-documentid-to-signed-documents",children:"How to disable adding the OpenSign\u2122 documentId to signed documents"})}),"\n",(0,s.jsx)(t.p,{children:"Whenever a document is signed by all parties, OpenSign\u2122 adds a DocumentId at the top left corner of the digitally signed document.\nUsing this id you can verify the authenticity of the document at a later date, hence we strongly recommend that you keep this id.\nIn case you want to disable adding this to your signed documents, turn the 'Disable DocumentId' switch on."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"Click the '\u2304' symbol just beside your name on the top right corner"}),"\n",(0,s.jsx)(t.li,{children:"Click profile"}),"\n",(0,s.jsx)(t.li,{children:"Click the 'edit' button"}),"\n",(0,s.jsx)(t.li,{children:"Turn the 'Disable DocumentId' switch to on"}),"\n",(0,s.jsx)(t.li,{children:"Click 'save'"}),"\n"]}),"\n",(0,s.jsx)("img",{width:"436",alt:"image",src:"https://github.com/OpenSignLabs/OpenSign/assets/5486116/ee4433c7-1af7-4b74-800d-500060c0642d"}),"\n",(0,s.jsx)(t.p,{children:"Note that this feature will be available only to enterprise plan customers."})]})}function u(e={}){const{wrapper:t}={...(0,o.R)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(r,{...e})}):r(e)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.358a7ccb.js b/assets/js/9640838e.358a7ccb.js new file mode 100644 index 000000000..6a960cfd4 --- /dev/null +++ b/assets/js/9640838e.358a7ccb.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1688],{28453:(e,n,t)=>{t.d(n,{R:()=>l,x:()=>r});var i=t(96540);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)}},34545:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"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":false,"unlisted":false,"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"}}');var s=t(74848),o=t(28453);const l={sidebar_position:1,title:"Create Templates"},r=void 0,a={},c=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"begin-new-template-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Template Details",id:"entering-template-details",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Auto reminder (feature only available for the subscribed user)",id:"auto-reminder-feature-only-available-for-the-subscribed-user",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"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,o.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.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,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/1cb7610f-c144-4774-85c2-ed7d70e0a73c"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"auto-reminder-feature-only-available-for-the-subscribed-user",children:"Auto reminder (feature only available for the subscribed user)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\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:"[8] Enable OTP Verification"}),' :\nIf set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[9] Enable tour"}),':\nIf set to "Yes," the signer will see the tour guide while signing the document. 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,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\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:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": After placing the Stamp widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.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,s.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,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text"}),": After placing the Text widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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 are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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 are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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 are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": After placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": After placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"Save Template"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.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,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d"}),"\n",(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsx)("img",{width:"828",alt:"Embed",src:"https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,s.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,s.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,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.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.be33b996.js b/assets/js/9640838e.be33b996.js deleted file mode 100644 index 89610b328..000000000 --- a/assets/js/9640838e.be33b996.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1688],{28453:(e,n,t)=>{t.d(n,{R:()=>l,x:()=>r});var i=t(96540);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)}},34545:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"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":false,"unlisted":false,"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"}}');var s=t(74848),o=t(28453);const l={sidebar_position:1,title:"Create Templates"},r=void 0,a={},c=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"begin-new-template-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Template Details",id:"entering-template-details",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Auto reminder (feature only avilable for the subscribed user)",id:"auto-reminder-feature-only-avilable-for-the-subscribed-user",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"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,o.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.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,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/1cb7610f-c144-4774-85c2-ed7d70e0a73c"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"auto-reminder-feature-only-avilable-for-the-subscribed-user",children:"Auto reminder (feature only avilable for the subscribed user)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\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:"[8] Enable OTP Verfication"}),' :\nIf set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[9] Enable tour"}),':\nIf set to "Yes," the signer will see the tour guide while signing the document. 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,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\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:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": After placing the Stamp widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.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,s.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,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text"}),": After placing the Text widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text Input widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": After placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": After placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"Save Template"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.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,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d"}),"\n",(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsx)("img",{width:"828",alt:"Embed",src:"https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.p,{children:[(0,s.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,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,s.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,s.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,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.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/b18842e4.6d12f149.js b/assets/js/b18842e4.3dcd4c42.js similarity index 98% rename from assets/js/b18842e4.6d12f149.js rename to assets/js/b18842e4.3dcd4c42.js index abcfa086f..e0dda53c3 100644 --- a/assets/js/b18842e4.6d12f149.js +++ b/assets/js/b18842e4.3dcd4c42.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[5597],{27312:(e,s,t)=>{t.r(s),t.d(s,{assets:()=>c,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>n,toc:()=>l});const n=JSON.parse('{"id":"self-host/guides/env-variables","title":"ENV variables which are used to setup OpenSign\u2122 with Docker on Localhost","description":"Information About ENV variables which are used to setup OpenSign\u2122 with Docker on Localhost","source":"@site/docs/self-host/guides/env-variables.md","sourceDirName":"self-host/guides","slug":"/self-host/guides/env-variables","permalink":"/docs/self-host/guides/env-variables","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/self-host/guides/env-variables.md","tags":[],"version":"current","frontMatter":{"title":"ENV variables which are used to setup OpenSign\u2122 with Docker on Localhost"},"sidebar":"selfhostSidebar","previous":{"title":"OpenSign Deployment Guide on Azure VM via command-line","permalink":"/docs/self-host/guides/azure-vm-setup"},"next":{"title":"How to generate self-signed document signing certificate?","permalink":"/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate"}}');var i=t(74848),d=t(28453);const r={title:"ENV variables which are used to setup OpenSign\u2122 with Docker on Localhost"},o=void 0,c={},l=[{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 s={a:"a",code:"code",h1:"h1",h2:"h2",p:"p",pre:"pre",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",...(0,d.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(s.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,i.jsx)(s.p,{children:"To set up OpenSign\u2122 locally using Docker, the following prerequisites are required:"}),"\n",(0,i.jsx)(s.p,{children:"Environment Varaibles:"}),"\n",(0,i.jsxs)(s.table,{children:[(0,i.jsx)(s.thead,{children:(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.th,{children:"Environment Varibale"}),(0,i.jsx)(s.th,{children:"Value"}),(0,i.jsx)(s.th,{children:"Description"})]})}),(0,i.jsxs)(s.tbody,{children:[(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:"PUBLIC_URL"}),(0,i.jsx)(s.td,{children:(0,i.jsx)(s.a,{href:"https://localhost:3001",children:"https://localhost:3001"})}),(0,i.jsx)(s.td,{children:"Set it to the URL form where the app home page will be accessed"})]}),(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:"MASTER_KEY"}),(0,i.jsx)(s.td,{children:"XnAadwKxxByMr"}),(0,i.jsx)(s.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,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:"MONGODB_URI"}),(0,i.jsx)(s.td,{children:"mongodb://mongo-container:27017/OpenSignDB"}),(0,i.jsx)(s.td,{children:"Mongodb URI to connect to"})]}),(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:"PARSE_MOUNT"}),(0,i.jsx)(s.td,{children:"/app"}),(0,i.jsx)(s.td,{children:"Path on which APIs should be mounted. Do not change this. 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strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[841],{20412:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>c,contentTitle:()=>l,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>d});const t=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Navigate between pages of a document","permalink":"/docs/help/New-Document/navigate-between-pages"}}');var s=i(74848),o=i(28453);const r={sidebar_position:2,title:"Request signatures"},l="Request signatures using OpenSign\u2122",c={},d=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Document Details And Signers",id:"step-3-entering-document-details-and-signers",level:3},{value:"Step 4: Organizing Your Document",id:"step-4-organizing-your-document",level:3},{value:"Step 5: Setting the Time Frame",id:"step-5-setting-the-time-frame",level:3},{value:"Step 6: Set the sending order",id:"step-6-set-the-sending-order",level:3},{value:"Step 7: Auto reminder (feature only avilable for the subscribed user)",id:"step-7-auto-reminder-feature-only-avilable-for-the-subscribed-user",level:3},{value:"Step 8: 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Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/94112aec-4581-46a5-8e09-b6fc42e9e72a"}),"\n",(0,s.jsx)(n.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-entering-document-details-and-signers",children:"Step 3: Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. 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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,s.jsx)(n.h3,{id:"step-7-auto-reminder-feature-only-avilable-for-the-subscribed-user",children:"Step 7: Auto reminder (feature only avilable for the subscribed user)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10]"})," 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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-8-proceed-to-document-creation-panel",children:"Step 8: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-9-document-creation",children:"Step 9: Document creation"}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/b4e6f257-e362-46a7-b809-546f0e5999fc"}),"\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:"[1] Add signature widget"}),": Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required.\nUse the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required."]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text"}),": After placing the Text widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text Input widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": After placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": After placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": After adding the widgets and signatures, click the 'Next' button. The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,s.jsx)(n.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(n.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(n.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,s.jsx)(n.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(n.h3,{id:"step-13-finalizing-the-process",children:"Step 13: Finalizing the Process:"}),"\n",(0,s.jsx)(n.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(n.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(n.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\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.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(a,{...e})}):a(e)}},28453:(e,n,i)=>{i.d(n,{R:()=>r,x:()=>l});var t=i(96540);const s={},o=t.createContext(s);function r(e){const n=t.useContext(o);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(s):e.components||s:r(e.components),t.createElement(o.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/d1393a72.e3d7f949.js b/assets/js/d1393a72.e3d7f949.js new file mode 100644 index 000000000..27c34e1c5 --- /dev/null +++ b/assets/js/d1393a72.e3d7f949.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[841],{20412:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>l,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>c});const t=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Navigate between pages of a document","permalink":"/docs/help/New-Document/navigate-between-pages"}}');var s=i(74848),o=i(28453);const r={sidebar_position:2,title:"Request signatures"},l="Request signatures using OpenSign\u2122",d={},c=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Document Details And Signers",id:"step-3-entering-document-details-and-signers",level:3},{value:"Step 4: Organizing Your Document",id:"step-4-organizing-your-document",level:3},{value:"Step 5: Setting the Time Frame",id:"step-5-setting-the-time-frame",level:3},{value:"Step 6: Set the sending order",id:"step-6-set-the-sending-order",level:3},{value:"Step 7: Auto reminder (feature only available for the subscribed user)",id:"step-7-auto-reminder-feature-only-available-for-the-subscribed-user",level:3},{value:"Step 8: Proceed to Document Creation Panel",id:"step-8-proceed-to-document-creation-panel",level:3},{value:"Step 9: Document creation",id:"step-9-document-creation",level:3},{value:"Step 10: Next:",id:"step-10-next",level:3},{value:"Step 11: Send Mail",id:"step-11-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 12: Email OTP verification",id:"step-12-email-otp-verification",level:3},{value:"Step 13: Finalizing the Process:",id:"step-13-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function a(e){const n={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,o.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,s.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/94112aec-4581-46a5-8e09-b6fc42e9e72a"}),"\n",(0,s.jsx)(n.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-entering-document-details-and-signers",children:"Step 3: Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number)."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-4-organizing-your-document",children:"Step 4: Organizing Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[7] Folder"}),": Select a folder where you want the document to be stored, or leave it to default to the 'Root' folder. You can browse your documents in a beautiful explorer view by navigating to \"OpenSign\u2122 Drive\"."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-5-setting-the-time-frame",children:"Step 5: Setting the Time Frame"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8] Time To Complete (Days)"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-6-set-the-sending-order",children:"Step 6: Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"step-7-auto-reminder-feature-only-available-for-the-subscribed-user",children:"Step 7: Auto reminder (feature only available for the subscribed user)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10]"})," 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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-8-proceed-to-document-creation-panel",children:"Step 8: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-9-document-creation",children:"Step 9: Document creation"}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/b4e6f257-e362-46a7-b809-546f0e5999fc"}),"\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:"[1] Add signature widget"}),": Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required.\nUse the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required."]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.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,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text"}),": After placing the Text widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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 are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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 are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.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 are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": After placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.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,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": After placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.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,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": After adding the widgets and signatures, click the 'Next' button. The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,s.jsx)(n.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(n.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(n.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,s.jsx)(n.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(n.h3,{id:"step-13-finalizing-the-process",children:"Step 13: Finalizing the Process:"}),"\n",(0,s.jsx)(n.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(n.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(n.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\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.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(a,{...e})}):a(e)}},28453:(e,n,i)=>{i.d(n,{R:()=>r,x:()=>l});var t=i(96540);const s={},o=t.createContext(s);function r(e){const n=t.useContext(o);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(s):e.components||s:r(e.components),t.createElement(o.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/e9e778b7.20d5e3cf.js b/assets/js/e9e778b7.20d5e3cf.js new file mode 100644 index 000000000..10d6d2ab8 --- /dev/null +++ b/assets/js/e9e778b7.20d5e3cf.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[3073],{28453:(e,t,n)=>{n.d(t,{R:()=>o,x:()=>r});var i=n(96540);const s={},l=i.createContext(s);function o(e){const t=i.useContext(l);return i.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function r(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:o(e.components),i.createElement(l.Provider,{value:t},e.children)}},44890:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>o,metadata:()=>i,toc:()=>d});const i=JSON.parse('{"id":"help/Templates/use-template","title":"Use template to create documents","description":"Step 1: Begin New Template Creation","source":"@site/docs/help/Templates/use-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/use-template","permalink":"/docs/help/Templates/use-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/use-template.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Use template to create documents"},"sidebar":"tutorialSidebar","previous":{"title":"Create Templates","permalink":"/docs/help/Templates/create-template"},"next":{"title":"Quickly Send the Document for Signature Using Template","permalink":"/docs/help/Templates/quick-send"}}');var s=n(74848),l=n(28453);const o={sidebar_position:2,title:"Use template to create documents"},r="How to use template to create documents in OpenSign\u2122",a={},d=[{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 available for the subscribed user)",id:"step-5-auto-reminder-feature-only-available-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:",id:"step-9",level:3},{value:"Step 10: Next:",id:"step-10-next",level:3},{value:"Step 11: Send Mail",id:"step-11-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 12: Email OTP verification",id:"step-12-email-otp-verification",level:3},{value:"Step 13: Finalizing the Process:",id:"step-13-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"how-to-use-template-to-create-documents-in-opensign",children:"How to use template to create documents in OpenSign\u2122"})}),"\n",(0,s.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,s.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[3] Title"})," ",(0,s.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)(t.h3,{id:"step-5-auto-reminder-feature-only-available-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only available for the subscribed user)"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.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,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.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,s.jsx)(t.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,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-9",children:"Step 9:"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"You now have two options to create a document from a template"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"1) Instant Document Creation with 'Yes' Option"}),":"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:'Select the "Yes" option from the popup. This will open the template, enabling you to create a document for a signature request.'}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/d9b80b9e-390f-4382-9b81-8b91ec2efeba"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"2) Create Documents via 'Use Template' in Manage Templates"}),":"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:'Select the "No" option from the popup, and you\'ll be redirected to the Manage Templates form. To use a template, click the "+ USE" button next to the desired template. This will open the template and allow you to create a document for a signature request. displaying all the widgets that were set up during template creation.'}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e33f63b4-5b1a-430d-9fae-44a6ea316ba2"}),"\n",(0,s.jsx)(t.p,{children:"You can view all the widgets configured during template creation and also add, remove, or adjust them as needed. Before sending the document for signatures, it's essential to assign signers to each role."}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Option1"}),": To assign a signer, simply double-click on any widget corresponding to that role. A popup will appear, allowing you to either select an existing signer or add a new one."]}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Option2"}),": Every widget includes an option to assign a signer. Clicking the second option on the widget allows you to assign the signer, either by selecting from existing signers in the dropdown or by adding a new signer."]}),"\n",(0,s.jsx)(t.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Next"}),': Once the signers are assigned to all the roles, click the "Next" button. The document will then be created.']}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,s.jsx)(t.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(t.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,s.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(t.h3,{id:"step-13-finalizing-the-process",children:"Step 13: Finalizing the Process:"}),"\n",(0,s.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(t.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(t.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:t}={...(0,l.R)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/e9e778b7.732a63bb.js b/assets/js/e9e778b7.732a63bb.js deleted file mode 100644 index d6f6a039c..000000000 --- a/assets/js/e9e778b7.732a63bb.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[3073],{28453:(e,t,n)=>{n.d(t,{R:()=>o,x:()=>r});var i=n(96540);const s={},l=i.createContext(s);function o(e){const t=i.useContext(l);return i.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function r(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:o(e.components),i.createElement(l.Provider,{value:t},e.children)}},44890:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>o,metadata:()=>i,toc:()=>d});const i=JSON.parse('{"id":"help/Templates/use-template","title":"Use template to create documents","description":"Step 1: Begin New Template Creation","source":"@site/docs/help/Templates/use-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/use-template","permalink":"/docs/help/Templates/use-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/use-template.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Use template to create documents"},"sidebar":"tutorialSidebar","previous":{"title":"Create Templates","permalink":"/docs/help/Templates/create-template"},"next":{"title":"Quickly Send the Document for Signature Using Template","permalink":"/docs/help/Templates/quick-send"}}');var s=n(74848),l=n(28453);const o={sidebar_position:2,title:"Use template to create documents"},r="How to use template to create documents in OpenSign\u2122",a={},d=[{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:",id:"step-9",level:3},{value:"Step 10: Next:",id:"step-10-next",level:3},{value:"Step 11: Send Mail",id:"step-11-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 12: Email OTP verification",id:"step-12-email-otp-verification",level:3},{value:"Step 13: Finalizing the Process:",id:"step-13-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"how-to-use-template-to-create-documents-in-opensign",children:"How to use template to create documents in OpenSign\u2122"})}),"\n",(0,s.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,s.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[3] Title"})," ",(0,s.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)(t.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,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.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,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.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,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.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,s.jsx)(t.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,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-9",children:"Step 9:"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"You now have two options to create a document from a template"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"1) Instant Document Creation with 'Yes' Option"}),":"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:'Select the "Yes" option from the popup. This will open the template, enabling you to create a document for a signature request.'}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/d9b80b9e-390f-4382-9b81-8b91ec2efeba"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"2) Create Documents via 'Use Template' in Manage Templates"}),":"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:'Select the "No" option from the popup, and you\'ll be redirected to the Manage Templates form. To use a template, click the "+ USE" button next to the desired template. This will open the template and allow you to create a document for a signature request. displaying all the widgets that were set up during template creation.'}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e33f63b4-5b1a-430d-9fae-44a6ea316ba2"}),"\n",(0,s.jsx)(t.p,{children:"You can view all the widgets configured during template creation and also add, remove, or adjust them as needed. Before sending the document for signatures, it's essential to assign signers to each role."}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Option1"}),": To assign a signer, simply double-click on any widget corresponding to that role. A popup will appear, allowing you to either select an existing signer or add a new one."]}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Option2"}),": Every widget includes an option to assign a signer. Clicking the second option on the widget allows you to assign the signer, either by selecting from existing signers in the dropdown or by adding a new signer."]}),"\n",(0,s.jsx)(t.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Next"}),': Once the signers are assigned to all the roles, click the "Next" button. The document will then be created.']}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,s.jsx)(t.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(t.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,s.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(t.h3,{id:"step-13-finalizing-the-process",children:"Step 13: Finalizing the Process:"}),"\n",(0,s.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(t.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(t.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on 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+++ b/blog/first-blog-post/index.html @@ -5,7 +5,7 @@ First Blog Post | OpenSign™ - + diff --git a/blog/index.html b/blog/index.html index 2f365140b..b8cec65c5 100644 --- a/blog/index.html +++ b/blog/index.html @@ -5,7 +5,7 @@ Blog | OpenSign™ - + diff --git a/blog/long-blog-post/index.html b/blog/long-blog-post/index.html index 780beac49..279339823 100644 --- a/blog/long-blog-post/index.html +++ b/blog/long-blog-post/index.html @@ -5,7 +5,7 @@ Long Blog Post | OpenSign™ - + diff --git a/blog/mdx-blog-post/index.html b/blog/mdx-blog-post/index.html index 9721bd390..1ff613907 100644 --- a/blog/mdx-blog-post/index.html +++ b/blog/mdx-blog-post/index.html @@ -5,7 +5,7 @@ MDX Blog Post | OpenSign™ - + diff --git a/blog/tags/docusaurus/index.html b/blog/tags/docusaurus/index.html index d3daf93f9..1d34cb9f9 100644 --- a/blog/tags/docusaurus/index.html +++ b/blog/tags/docusaurus/index.html @@ -5,7 +5,7 @@ 4 posts tagged with "docusaurus" | OpenSign™ - + diff --git a/blog/tags/facebook/index.html b/blog/tags/facebook/index.html index 9840e1eec..473f8cc3f 100644 --- a/blog/tags/facebook/index.html +++ b/blog/tags/facebook/index.html @@ -5,7 +5,7 @@ One post tagged with "facebook" | OpenSign™ - + diff --git a/blog/tags/hello/index.html b/blog/tags/hello/index.html index 3b34f0de5..2a3c49c7e 100644 --- a/blog/tags/hello/index.html +++ b/blog/tags/hello/index.html @@ -5,7 +5,7 @@ 2 posts tagged with "hello" | OpenSign™ - + diff --git a/blog/tags/hola/index.html b/blog/tags/hola/index.html index c0f4ea549..b984b5471 100644 --- a/blog/tags/hola/index.html +++ b/blog/tags/hola/index.html @@ -5,7 +5,7 @@ One post tagged with "hola" | OpenSign™ - + diff --git a/blog/tags/index.html b/blog/tags/index.html index 668e37bf7..f071b85db 100644 --- a/blog/tags/index.html +++ b/blog/tags/index.html @@ -5,7 +5,7 @@ Tags | OpenSign™ - + diff --git a/blog/welcome/index.html b/blog/welcome/index.html index 173df7197..8df358545 100644 --- a/blog/welcome/index.html +++ b/blog/welcome/index.html @@ -5,7 +5,7 @@ Welcome | OpenSign™ - + diff --git a/docs/API-docs/contactlist/index.html b/docs/API-docs/contactlist/index.html index 08bd6fbae..22cb0f3ca 100644 --- a/docs/API-docs/contactlist/index.html +++ b/docs/API-docs/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/createcontact/index.html b/docs/API-docs/createcontact/index.html index 36606e34d..408367762 100644 --- a/docs/API-docs/createcontact/index.html +++ b/docs/API-docs/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/createdocument/index.html b/docs/API-docs/createdocument/index.html index a97717d91..caebb233b 100644 --- a/docs/API-docs/createdocument/index.html +++ b/docs/API-docs/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/createdocumentwithtemplateid/index.html b/docs/API-docs/createdocumentwithtemplateid/index.html index f672f3b0c..db8c29992 100644 --- a/docs/API-docs/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/createfolder/index.html b/docs/API-docs/createfolder/index.html index 167943a2a..9409dd96f 100644 --- a/docs/API-docs/createfolder/index.html +++ b/docs/API-docs/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/createtemplate/index.html b/docs/API-docs/createtemplate/index.html index 3489c9f3f..b3af46125 100644 --- a/docs/API-docs/createtemplate/index.html +++ b/docs/API-docs/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/delete-template/index.html b/docs/API-docs/delete-template/index.html index f91d8c9a9..521de8b86 100644 --- a/docs/API-docs/delete-template/index.html +++ b/docs/API-docs/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/delete-webhook/index.html b/docs/API-docs/delete-webhook/index.html index c8b806c55..72a04ebc1 100644 --- a/docs/API-docs/delete-webhook/index.html +++ b/docs/API-docs/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/deletecontact/index.html b/docs/API-docs/deletecontact/index.html index 9137ab171..a2629fb15 100644 --- a/docs/API-docs/deletecontact/index.html +++ b/docs/API-docs/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/deletedocument/index.html b/docs/API-docs/deletedocument/index.html index 5f4724b53..87ed39331 100644 --- a/docs/API-docs/deletedocument/index.html +++ b/docs/API-docs/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/deletefolder/index.html b/docs/API-docs/deletefolder/index.html index 7c92f67b7..62a2acdae 100644 --- a/docs/API-docs/deletefolder/index.html +++ b/docs/API-docs/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/draftdocument/index.html b/docs/API-docs/draftdocument/index.html index de3a6395e..c922ede7c 100644 --- a/docs/API-docs/draftdocument/index.html +++ b/docs/API-docs/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/drafttemplate/index.html b/docs/API-docs/drafttemplate/index.html index 7800f33c2..5d2b2cc05 100644 --- a/docs/API-docs/drafttemplate/index.html +++ b/docs/API-docs/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/folderlist/index.html b/docs/API-docs/folderlist/index.html index 713a49b7d..2038eb519 100644 --- a/docs/API-docs/folderlist/index.html +++ b/docs/API-docs/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/get-template/index.html b/docs/API-docs/get-template/index.html index d9687a4e7..003c5fcef 100644 --- a/docs/API-docs/get-template/index.html +++ b/docs/API-docs/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/get-user/index.html b/docs/API-docs/get-user/index.html index 68e97d458..64f4ad447 100644 --- a/docs/API-docs/get-user/index.html +++ b/docs/API-docs/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/get-webhook/index.html b/docs/API-docs/get-webhook/index.html index 930fb73da..c236ef903 100644 --- a/docs/API-docs/get-webhook/index.html +++ b/docs/API-docs/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/getcontact/index.html b/docs/API-docs/getcontact/index.html index cc8fa5045..2cffee43d 100644 --- a/docs/API-docs/getcontact/index.html +++ b/docs/API-docs/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/getdocument/index.html b/docs/API-docs/getdocument/index.html index 2e88499f6..bb2213a3b 100644 --- a/docs/API-docs/getdocument/index.html +++ b/docs/API-docs/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/getdocumentlist/index.html b/docs/API-docs/getdocumentlist/index.html index 6c5e0a22c..6e3f1dbf9 100644 --- a/docs/API-docs/getdocumentlist/index.html +++ b/docs/API-docs/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/getfolder/index.html b/docs/API-docs/getfolder/index.html index b4c75e36d..580ed1c77 100644 --- a/docs/API-docs/getfolder/index.html +++ b/docs/API-docs/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/gettemplatelist/index.html b/docs/API-docs/gettemplatelist/index.html index 5ab7115bf..b084c05ad 100644 --- a/docs/API-docs/gettemplatelist/index.html +++ b/docs/API-docs/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/intro/index.html b/docs/API-docs/intro/index.html index 71f90d0ea..909cf06e1 100644 --- a/docs/API-docs/intro/index.html +++ b/docs/API-docs/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/opensign-api-v-1/index.html b/docs/API-docs/opensign-api-v-1/index.html index 25086406c..d470b5f95 100644 --- a/docs/API-docs/opensign-api-v-1/index.html +++ b/docs/API-docs/opensign-api-v-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/resendrequestmail/index.html b/docs/API-docs/resendrequestmail/index.html index c5825f656..3d53eef33 100644 --- a/docs/API-docs/resendrequestmail/index.html +++ b/docs/API-docs/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/revokedocument/index.html b/docs/API-docs/revokedocument/index.html index 46f327d00..03e29c7e3 100644 --- a/docs/API-docs/revokedocument/index.html +++ b/docs/API-docs/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/save-update-webhook/index.html b/docs/API-docs/save-update-webhook/index.html index f0bf8995d..b56ba9916 100644 --- a/docs/API-docs/save-update-webhook/index.html +++ b/docs/API-docs/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/selfsign/index.html b/docs/API-docs/selfsign/index.html index 902361898..8ce6d9118 100644 --- a/docs/API-docs/selfsign/index.html +++ b/docs/API-docs/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/update-document/index.html b/docs/API-docs/update-document/index.html index baff144b0..e9d62fb55 100644 --- a/docs/API-docs/update-document/index.html +++ b/docs/API-docs/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/update-template/index.html b/docs/API-docs/update-template/index.html index 93fe82099..1763f9b5f 100644 --- a/docs/API-docs/update-template/index.html +++ b/docs/API-docs/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/updatefolder/index.html b/docs/API-docs/updatefolder/index.html index 1313ecb26..9878ec616 100644 --- a/docs/API-docs/updatefolder/index.html +++ b/docs/API-docs/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/category/cloud-storage/index.html b/docs/category/cloud-storage/index.html index 831309bbb..681c30d0f 100644 --- a/docs/category/cloud-storage/index.html +++ b/docs/category/cloud-storage/index.html @@ -5,7 +5,7 @@ Cloud Storage | OpenSign™ - + diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html index 27b8b89ae..33aab249a 100644 --- a/docs/category/create-new-opensign-document/index.html +++ b/docs/category/create-new-opensign-document/index.html @@ -5,7 +5,7 @@ Create New OpenSign Document | OpenSign™ - + diff --git a/docs/category/docker/index.html b/docs/category/docker/index.html index 50ec8713d..2fa0b3eb3 100644 --- a/docs/category/docker/index.html +++ b/docs/category/docker/index.html @@ -5,7 +5,7 @@ Docker | OpenSign™ - + diff --git a/docs/category/documents/index.html b/docs/category/documents/index.html index 8b674a2db..4c9dfc7cf 100644 --- a/docs/category/documents/index.html +++ b/docs/category/documents/index.html @@ -5,7 +5,7 @@ Documents | OpenSign™ - + diff --git a/docs/category/faqs/index.html b/docs/category/faqs/index.html index f04812b2d..2972b617d 100644 --- a/docs/category/faqs/index.html +++ b/docs/category/faqs/index.html @@ -5,7 +5,7 @@ FAQs | OpenSign™ - + diff --git a/docs/category/guides/index.html b/docs/category/guides/index.html index 43f2fb7ea..fd6a964f9 100644 --- a/docs/category/guides/index.html +++ b/docs/category/guides/index.html @@ -5,7 +5,7 @@ Guides | OpenSign™ - + diff --git a/docs/category/manage-docs-using-opensign-drive/index.html b/docs/category/manage-docs-using-opensign-drive/index.html index a9930f4a5..c7941d1e9 100644 --- a/docs/category/manage-docs-using-opensign-drive/index.html +++ b/docs/category/manage-docs-using-opensign-drive/index.html @@ -5,7 +5,7 @@ Manage Docs using OpenSign™ Drive | OpenSign™ - + diff --git a/docs/category/settings/index.html b/docs/category/settings/index.html index 814694960..136b1269f 100644 --- a/docs/category/settings/index.html +++ b/docs/category/settings/index.html @@ -5,7 +5,7 @@ Settings | OpenSign™ - + diff --git a/docs/category/templates/index.html b/docs/category/templates/index.html index a791238d4..2f728414c 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,7 +5,7 @@ Templates | OpenSign™ - + diff --git a/docs/contribute/CODE_OF_CONDUCT/index.html b/docs/contribute/CODE_OF_CONDUCT/index.html index c166508b8..3e2dcdaa5 100644 --- a/docs/contribute/CODE_OF_CONDUCT/index.html +++ b/docs/contribute/CODE_OF_CONDUCT/index.html @@ -5,7 +5,7 @@ Code of conduct | OpenSign™ - + diff --git a/docs/contribute/COMMUNITY/index.html b/docs/contribute/COMMUNITY/index.html index f86b5f350..e0a2fd467 100644 --- a/docs/contribute/COMMUNITY/index.html +++ b/docs/contribute/COMMUNITY/index.html @@ -5,7 +5,7 @@ Community at OpenSign™ | OpenSign™ - + diff --git a/docs/contribute/INSTALLATION/index.html b/docs/contribute/INSTALLATION/index.html index 73ae5bf73..ece8b0b02 100644 --- a/docs/contribute/INSTALLATION/index.html +++ b/docs/contribute/INSTALLATION/index.html @@ -5,7 +5,7 @@ Installation instructions | OpenSign™ - + diff --git a/docs/contribute/REPORTING_GUIDELINES/index.html b/docs/contribute/REPORTING_GUIDELINES/index.html index cb1d03ba8..a77aa7aa3 100644 --- a/docs/contribute/REPORTING_GUIDELINES/index.html +++ b/docs/contribute/REPORTING_GUIDELINES/index.html @@ -5,7 +5,7 @@ OpenSign™ Reporting Guidelines | OpenSign™ - + diff --git a/docs/contribute/intro/index.html b/docs/contribute/intro/index.html index afd2a9524..ff28ec6c6 100644 --- a/docs/contribute/intro/index.html +++ b/docs/contribute/intro/index.html @@ -5,7 +5,7 @@ Contributing to OpenSign | OpenSign™ - + diff --git a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html index 00bdd93f2..48b9fe9eb 100644 --- a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html +++ b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html @@ -5,7 +5,7 @@ Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™ - + diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html index 7e7b26c1f..9b3061730 100644 --- a/docs/help/FAQs/index.html +++ b/docs/help/FAQs/index.html @@ -5,7 +5,7 @@ Why is there no dropdown list when I sign a document myself? | OpenSign™ - + diff --git a/docs/help/New-Document/edit-document-before-sending/index.html b/docs/help/New-Document/edit-document-before-sending/index.html index 70f0f1c77..987cdd434 100644 --- a/docs/help/New-Document/edit-document-before-sending/index.html +++ b/docs/help/New-Document/edit-document-before-sending/index.html @@ -5,7 +5,7 @@ Editing Your Document Before Sending | OpenSign™ - + diff --git a/docs/help/New-Document/enforce-email-verification/index.html b/docs/help/New-Document/enforce-email-verification/index.html index a90ec44c6..cdfc9356a 100644 --- a/docs/help/New-Document/enforce-email-verification/index.html +++ b/docs/help/New-Document/enforce-email-verification/index.html @@ -5,7 +5,7 @@ Enforce email OTP verification | OpenSign™ - + diff --git a/docs/help/New-Document/navigate-between-pages/index.html b/docs/help/New-Document/navigate-between-pages/index.html index f7a7e108b..4d170c4a2 100644 --- a/docs/help/New-Document/navigate-between-pages/index.html +++ b/docs/help/New-Document/navigate-between-pages/index.html @@ -5,7 +5,7 @@ Navigate between pages of a document | OpenSign™ - + diff --git a/docs/help/New-Document/request-signatures/index.html b/docs/help/New-Document/request-signatures/index.html index f5a0facf9..40fd54c00 100644 --- a/docs/help/New-Document/request-signatures/index.html +++ b/docs/help/New-Document/request-signatures/index.html @@ -5,7 +5,7 @@ Request signatures | OpenSign™ - + @@ -48,7 +48,7 @@ Select the option that best suits the needs of your document processing. -

Step 7: Auto reminder (feature only avilable for the subscribed user)​

+

Step 7: Auto reminder (feature only available for the subscribed user)​

  • [10] Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
  • Remind once in every (Days): Here, you can set the number of days for the reminder.
    • @@ -112,7 +112,7 @@ Use the option on the right side to add recipients if you need to include additi
    • Setting icon: By clicking on the option, you can set the color and font.
    • 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.
      • -
    • Copy : Clicking on this you can ducplicate the name widget.
      • +
    • Copy : Clicking on this you can duplicate the name widget.
  • @@ -120,7 +120,7 @@ Use the option on the right side to add recipients if you need to include additi
    • Setting icon: By clicking on the option, you can set the color and font.
    • 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.
      • -
    • Copy : Clicking on this you can ducplicate the job title widget.
      • +
    • Copy : Clicking on this you can duplicate the job title widget.
  • @@ -128,7 +128,7 @@ Use the option on the right side to add recipients if you need to include additi
    • Setting icon: By clicking on the option, you can set the color and font.
    • 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.
      • -
    • Copy : Clicking on this you can ducplicate the Company widget.
      • +
    • Copy : Clicking on this you can duplicate the Company widget.
  • @@ -136,14 +136,14 @@ Use the option on the right side to add recipients if you need to include additi
    • Setting icon: By clicking on the option, you can choose from various date formats.
    • 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.
      • -
    • Copy : Clicking on this you can ducplicate the date widget.
      • +
    • Copy : Clicking on this you can duplicate the date widget.

  • Text: After placing the Text widget, you will see the options on the widget such as:

    • Setting icon: By clicking on the option, you can set the color and font.
      • -
    • Copy : Clicking on this you can ducplicate the Text widget.
      • +
    • Copy : Clicking on this you can duplicate the Text widget.
  • @@ -151,28 +151,28 @@ Use the option on the right side to add recipients if you need to include additi
    • Setting icon: By clicking on the option, you can set the color and font.
    • 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.
      • -
    • Copy : Clicking on this you can ducplicate the Text Input widget.
      • +
    • Copy : Clicking on this you can duplicate the Text Input widget.
  • -

    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.

    +

    Checkbox: Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label.

    • 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.
      • -
    • Copy : Clicking on this you can ducplicate the image widget.
      • +
    • Copy : Clicking on this you can duplicate the image widget.
  • -

    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.

    +

    Dropdown: Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.

    • 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.
      • -
    • Copy : Clicking on this you can ducplicate the image widget.
      • +
    • Copy : Clicking on this you can duplicate the image widget.
  • -

    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.

    +

    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 are a few options available such as setting a default value, making the radio button read-only, and hiding the label.

    • 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.
      • -
    • Copy : Clicking on this you can ducplicate the image widget.
      • +
    • Copy : Clicking on this you can duplicate the image widget.
  • @@ -180,7 +180,7 @@ Use the option on the right side to add recipients if you need to include additi
    • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
    • 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 ducplicate the image widget.
      • +
    • Copy : Clicking on this you can duplicate the image widget.
  • @@ -237,6 +237,6 @@ Use the option on the right side to add recipients if you need to include additi
  • Signed documents can be accessed in the designated 'Root' folder or the one you have specified.

If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.

-

Happy signing with OpenSign™!

+

Happy signing with OpenSign™!

\ No newline at end of file diff --git a/docs/help/New-Document/sign-yourself/index.html b/docs/help/New-Document/sign-yourself/index.html index 9944c6163..bea191e10 100644 --- a/docs/help/New-Document/sign-yourself/index.html +++ b/docs/help/New-Document/sign-yourself/index.html @@ -5,7 +5,7 @@ Sign your-self | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html index b3fe35c92..873573d66 100644 --- a/docs/help/OpenSign™ Drive/create-document/index.html +++ b/docs/help/OpenSign™ Drive/create-document/index.html @@ -5,7 +5,7 @@ Create Docs & Folders | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/list-grid-view/index.html b/docs/help/OpenSign™ Drive/list-grid-view/index.html index 2bb7f44c9..bc5b73031 100644 --- a/docs/help/OpenSign™ Drive/list-grid-view/index.html +++ b/docs/help/OpenSign™ Drive/list-grid-view/index.html @@ -5,7 +5,7 @@ Grid vs List view | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/organize-documents/index.html b/docs/help/OpenSign™ Drive/organize-documents/index.html index 1373d649c..5da7b7dc5 100644 --- a/docs/help/OpenSign™ Drive/organize-documents/index.html +++ b/docs/help/OpenSign™ Drive/organize-documents/index.html @@ -5,7 +5,7 @@ OpenSign™ Drive Interface Documentation | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/rename-document/index.html b/docs/help/OpenSign™ Drive/rename-document/index.html index 1bf6a2c6f..ccde5d44d 100644 --- a/docs/help/OpenSign™ Drive/rename-document/index.html +++ b/docs/help/OpenSign™ Drive/rename-document/index.html @@ -5,7 +5,7 @@ Rename documents from OpenSign™ Drive | OpenSign™ - + diff --git a/docs/help/Reports/completed/index.html b/docs/help/Reports/completed/index.html index 4b72538cd..547e9a718 100644 --- a/docs/help/Reports/completed/index.html +++ b/docs/help/Reports/completed/index.html @@ -5,7 +5,7 @@ Completed | OpenSign™ - + diff --git a/docs/help/Reports/contactbook/index.html b/docs/help/Reports/contactbook/index.html index f5c7b2784..acc3ec99c 100644 --- a/docs/help/Reports/contactbook/index.html +++ b/docs/help/Reports/contactbook/index.html @@ -5,7 +5,7 @@ Contactbook | OpenSign™ - + diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html index 4acc1a132..63031ea1b 100644 --- a/docs/help/Reports/declined/index.html +++ b/docs/help/Reports/declined/index.html @@ -5,7 +5,7 @@ Declined | OpenSign™ - + diff --git a/docs/help/Reports/drafts/index.html b/docs/help/Reports/drafts/index.html index 773f1d9c4..b311ac065 100644 --- a/docs/help/Reports/drafts/index.html +++ b/docs/help/Reports/drafts/index.html @@ -5,7 +5,7 @@ Drafts | OpenSign™ - + diff --git a/docs/help/Reports/expired/index.html b/docs/help/Reports/expired/index.html index bbb79f0da..dee2e66c1 100644 --- a/docs/help/Reports/expired/index.html +++ b/docs/help/Reports/expired/index.html @@ -5,7 +5,7 @@ Expired | OpenSign™ - + diff --git a/docs/help/Reports/in-progress/index.html b/docs/help/Reports/in-progress/index.html index d377d44e7..ee60dfdf4 100644 --- a/docs/help/Reports/in-progress/index.html +++ b/docs/help/Reports/in-progress/index.html @@ -5,7 +5,7 @@ In Progress | OpenSign™ - + diff --git a/docs/help/Reports/need-your-sign/index.html b/docs/help/Reports/need-your-sign/index.html index befffd35b..4fc357841 100644 --- a/docs/help/Reports/need-your-sign/index.html +++ b/docs/help/Reports/need-your-sign/index.html @@ -5,7 +5,7 @@ Need your sign | OpenSign™ - + diff --git a/docs/help/Settings/APIToken/index.html b/docs/help/Settings/APIToken/index.html index 7bdde3a79..744d4241e 100644 --- a/docs/help/Settings/APIToken/index.html +++ b/docs/help/Settings/APIToken/index.html @@ -5,7 +5,7 @@ API Token | OpenSign™ - + diff --git a/docs/help/Settings/Custom-email-templates/index.html b/docs/help/Settings/Custom-email-templates/index.html index 62bd2d17e..a821e5a11 100644 --- a/docs/help/Settings/Custom-email-templates/index.html +++ b/docs/help/Settings/Custom-email-templates/index.html @@ -5,7 +5,7 @@ Custom email templates | OpenSign™ - + diff --git a/docs/help/Settings/Preferences/index.html b/docs/help/Settings/Preferences/index.html index b452e389b..eed9afd09 100644 --- a/docs/help/Settings/Preferences/index.html +++ b/docs/help/Settings/Preferences/index.html @@ -5,7 +5,7 @@ Preferences | OpenSign™ - + diff --git a/docs/help/Settings/SecurityManagement/index.html b/docs/help/Settings/SecurityManagement/index.html index edce873bc..3cae05e35 100644 --- a/docs/help/Settings/SecurityManagement/index.html +++ b/docs/help/Settings/SecurityManagement/index.html @@ -5,7 +5,7 @@ Security | OpenSign™ - + diff --git a/docs/help/Settings/Teams/index.html b/docs/help/Settings/Teams/index.html index 9a031c77f..cd2cc5104 100644 --- a/docs/help/Settings/Teams/index.html +++ b/docs/help/Settings/Teams/index.html @@ -5,7 +5,7 @@ Manage Teams | OpenSign™ - + diff --git a/docs/help/Settings/Webhook/index.html b/docs/help/Settings/Webhook/index.html index 2b63801f6..fdd2570ae 100644 --- a/docs/help/Settings/Webhook/index.html +++ b/docs/help/Settings/Webhook/index.html @@ -5,7 +5,7 @@ Webhook | OpenSign™ - + diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index a323d6ba5..159ef68a4 100644 --- a/docs/help/Settings/disabledocumentid/index.html +++ b/docs/help/Settings/disabledocumentid/index.html @@ -5,19 +5,19 @@ Disable DocumentId | OpenSign™ - +

How to disable adding the OpenSign™ documentId to signed documents

Whenever a document is signed by all parties, OpenSign™ adds a DocumentId at the top left corner of the digitally signed document. -Using this id you can verifiy the authenticity of the document at a later date, hence we strongly recommend that you keep this id. +Using this id you can verify the authenticity of the document at a later date, hence we strongly recommend that you keep this id. In case you want to disable adding this to your signed documents, turn the 'Disable DocumentId' switch on.

  • Click the '⌄' symbol just beside your name on the top right corner
  • Click profile
  • Click the 'edit' button
    • -
  • Turn the 'Disable DocumentId' swith to on
    • +
  • Turn the 'Disable DocumentId' switch to on
  • Click 'save'
image diff --git a/docs/help/Settings/manage-users/index.html b/docs/help/Settings/manage-users/index.html index 443bb725c..3d9f2b428 100644 --- a/docs/help/Settings/manage-users/index.html +++ b/docs/help/Settings/manage-users/index.html @@ -5,7 +5,7 @@ Manage users | OpenSign™ - + diff --git a/docs/help/Settings/my-signature/index.html b/docs/help/Settings/my-signature/index.html index c427f3b69..d265fe60e 100644 --- a/docs/help/Settings/my-signature/index.html +++ b/docs/help/Settings/my-signature/index.html @@ -5,7 +5,7 @@ My Signature | OpenSign™ - + diff --git a/docs/help/Templates/create-template/index.html b/docs/help/Templates/create-template/index.html index c5ddcaf54..ef0afc31f 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,7 +5,7 @@ Create Templates | OpenSign™ - + @@ -40,7 +40,7 @@ Select the option that best suits the needs of your document processing. -

Auto reminder (feature only avilable for the subscribed user)​

+

Auto reminder (feature only available for the subscribed user)​

  • [7] Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
  • Remind once in every (Days): Here, you can set the number of days for the reminder.
    • @@ -48,7 +48,7 @@ Select the option that best suits the needs of your document processing.

    Security Setting​

    • -

      [8] Enable OTP Verfication : +

      [8] Enable OTP Verification : If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.

    • @@ -117,7 +117,7 @@ If set to "Yes," the signer will see the tour guide while signing the
      • Setting icon: By clicking on the option, you can set the color and font.
      • 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.
        • -
      • Copy : Clicking on this you can ducplicate the name widget.
        • +
      • Copy : Clicking on this you can duplicate the name widget.
    • @@ -125,7 +125,7 @@ If set to "Yes," the signer will see the tour guide while signing the
      • Setting icon: By clicking on the option, you can set the color and font.
      • 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.
        • -
      • Copy : Clicking on this you can ducplicate the job title widget.
        • +
      • Copy : Clicking on this you can duplicate the job title widget.
    • @@ -133,7 +133,7 @@ If set to "Yes," the signer will see the tour guide while signing the
      • Setting icon: By clicking on the option, you can set the color and font.
      • 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.
        • -
      • Copy : Clicking on this you can ducplicate the Company widget.
        • +
      • Copy : Clicking on this you can duplicate the Company widget.
    • @@ -141,14 +141,14 @@ If set to "Yes," the signer will see the tour guide while signing the
      • Setting icon: By clicking on the option, you can choose from various date formats.
      • 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.
        • -
      • Copy : Clicking on this you can ducplicate the date widget.
        • +
      • Copy : Clicking on this you can duplicate the date widget.

    • Text: After placing the Text widget, you will see the options on the widget such as:

      • Setting icon: By clicking on the option, you can set the color and font.
        • -
      • Copy : Clicking on this you can ducplicate the Text widget.
        • +
      • Copy : Clicking on this you can duplicate the Text widget.
    • @@ -156,28 +156,28 @@ If set to "Yes," the signer will see the tour guide while signing the
      • Setting icon: By clicking on the option, you can set the color and font.
      • 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.
        • -
      • Copy : Clicking on this you can ducplicate the Text Input widget.
        • +
      • Copy : Clicking on this you can duplicate the Text Input widget.
    • -

      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.

      +

      Checkbox: Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label.

      • 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.
        • -
      • Copy : Clicking on this you can ducplicate the image widget.
        • +
      • Copy : Clicking on this you can duplicate the image widget.
    • -

      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.

      +

      Dropdown: Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.

      • 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.
        • -
      • Copy : Clicking on this you can ducplicate the image widget.
        • +
      • Copy : Clicking on this you can duplicate the image widget.
    • -

      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.

      +

      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 are a few options available such as setting a default value, making the radio button read-only, and hiding the label.

      • 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.
        • -
      • Copy : Clicking on this you can ducplicate the image widget.
        • +
      • Copy : Clicking on this you can duplicate the image widget.
    • @@ -185,7 +185,7 @@ If set to "Yes," the signer will see the tour guide while signing the
      • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
      • 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 ducplicate the image widget.
        • +
      • Copy : Clicking on this you can duplicate the image widget.
    • @@ -233,6 +233,6 @@ Select "Delete." Confirm the deletion.

    • You can access your signed documents in the folder you've selected by visiting OpenSign™ Drive anytime. You can also access the documents from reports section.

    If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.

    -

    Happy signing with OpenSign™!

+

Happy signing with OpenSign™!

\ No newline at end of file diff --git a/docs/help/Templates/embed-template/index.html b/docs/help/Templates/embed-template/index.html index 4a964cae5..39b6023db 100644 --- a/docs/help/Templates/embed-template/index.html +++ b/docs/help/Templates/embed-template/index.html @@ -5,7 +5,7 @@ Embedding OpenSign templates | OpenSign™ - + diff --git a/docs/help/Templates/publicTemplate/index.html b/docs/help/Templates/publicTemplate/index.html index 1d350f747..316c46a1e 100644 --- a/docs/help/Templates/publicTemplate/index.html +++ b/docs/help/Templates/publicTemplate/index.html @@ -5,7 +5,7 @@ Setting up an OpenSign template for public signing | OpenSign™ - + diff --git a/docs/help/Templates/quick-send/index.html b/docs/help/Templates/quick-send/index.html index 554699718..3794583b8 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -5,7 +5,7 @@ Quickly Send the Document for Signature Using Template | OpenSign™ - + @@ -37,7 +37,7 @@ Select the option that best suits the needs of your document processing. -

Step 5: Auto reminder (feature only avilable for the subscribed user)​

+

Step 5: Auto reminder (feature only available for the subscribed user)​

  • [7] Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
  • Remind once in every (Days): Here, you can set the number of days for the reminder.
    • @@ -124,6 +124,6 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more.
  • Signed documents can be accessed in the designated 'Root' folder or the one you have specified.

If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.

-

Happy signing with OpenSign™!write

+

Happy signing with OpenSign™!write

\ No newline at end of file diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 8e8ed50c4..2aec67f45 100644 --- a/docs/help/Templates/use-template/index.html +++ b/docs/help/Templates/use-template/index.html @@ -5,7 +5,7 @@ Use template to create documents | OpenSign™ - + @@ -37,7 +37,7 @@ Select the option that best suits the needs of your document processing. -

Step 5: Auto reminder (feature only avilable for the subscribed user)​

+

Step 5: Auto reminder (feature only available for the subscribed user)​

  • [7] Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
  • Remind once in every (Days): Here, you can set the number of days for the reminder.
    • @@ -143,6 +143,6 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more.
  • Signed documents can be accessed in the designated 'Root' folder or the one you have specified.

If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.

-

Happy signing with OpenSign™!

+

Happy signing with OpenSign™!

\ No newline at end of file diff --git a/docs/help/intro/index.html b/docs/help/intro/index.html index af56faad6..e6d91666b 100644 --- a/docs/help/intro/index.html +++ b/docs/help/intro/index.html @@ -5,7 +5,7 @@ Intro | OpenSign™ - + diff --git a/docs/intro/index.html b/docs/intro/index.html index e057db425..c4dec44ca 100644 --- a/docs/intro/index.html +++ b/docs/intro/index.html @@ -5,7 +5,7 @@ Tutorial Intro | OpenSign™ - + diff --git a/docs/self-host/One-click-Install/DigitalOcean/index.html b/docs/self-host/One-click-Install/DigitalOcean/index.html index 7dc0f70e9..25cdc50a2 100644 --- a/docs/self-host/One-click-Install/DigitalOcean/index.html +++ b/docs/self-host/One-click-Install/DigitalOcean/index.html @@ -3,14 +3,14 @@ -Digital Ocean | OpenSign™ +Digital Ocean | OpenSign™ - +

Digital Ocean

-

OpenSign application consistes of 3 components -

+

OpenSign application consists of 3 components -

  • ReactJS frontend
  • NodeJS API
    • diff --git a/docs/self-host/cloud-storage/s3/index.html b/docs/self-host/cloud-storage/s3/index.html index f9e87e4c9..510abd079 100644 --- a/docs/self-host/cloud-storage/s3/index.html +++ b/docs/self-host/cloud-storage/s3/index.html @@ -5,7 +5,7 @@ AWS S3 | OpenSign™ - + @@ -23,7 +23,7 @@ Screenshot 2024-09-30 195603 Screenshot 2024-09-30 195835
  • Click on name of bucket from list which we have just created.
    • -
  • Now go to permission Tab and scroll down to botton. +
  • Now go to permission Tab and scroll down to bottom. Screenshot 2024-09-30 202035
  • At the bottom you will see cross-origin resource sharign (cors) section click on "Edit" button. Screenshot 2024-09-30 202057
    • diff --git a/docs/self-host/docker/run-locally/index.html b/docs/self-host/docker/run-locally/index.html index 8f66c9434..8141dca21 100644 --- a/docs/self-host/docker/run-locally/index.html +++ b/docs/self-host/docker/run-locally/index.html @@ -5,7 +5,7 @@ Self-host OpenSign™ with Docker on Linux/MacOS/Windows | OpenSign™ - + @@ -41,8 +41,8 @@

    Note: If you wish to incorporate our latest features into your Docker container, follow the Upgrade Deployment steps.

    Information About ENV variables which are used to setup OpenSign™ with Docker on Localhost​

    To set up OpenSign™ locally using Docker, the following prerequisites are required:

    -

    Add below Environment Varaibles to the ".env.prod" file that is automatically created in order to personalize your installation:

    -
    Environment VaribaleValueDescription
    PUBLIC_URLhttps://localhost:3001 or https://opensign.yourdomain.comSet it to the URL form where the app home page will be accessed
    MASTER_KEYXnAadwKxxByMrA 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.
    MONGODB_URImongodb://mongo-container:27017/OpenSignDBMongodb URI to connect to
    PARSE_MOUNT/appPath on which APIs should be mounted. Do not change this. This variable shall be removed & value hardcoded in the source code in coming versions.
    SERVER_URLhttp://localhost:8080/appSet it to the URL from where APIs will be accessible to the NodeJS functions, for local development it should be localhost:8080/app
    DO_SPACEDOSPACENAMEDigital ocean space name or AWS S3 bucket name for uploading documents
    DO_ENDPOINTams3.digitaloceanspaces.comDigital ocean spaces endpoint or AWS S3 endpoint for uploading documents
    DO_BASEURLhttps://dospace.ams3.digitaloceanspaces.comDigital ocean baseurl or AWS S3 base URL
    DO_ACCESS_KEY_IDYOUR_S3_ACCESS_IDDigital ocean spaces access key ID or AWS s3 Access key ID for uploading the docs
    DO_SECRET_ACCESS_KEYYOUR_S3_ACCESS_KEYDigital ocean spaces secret access key or AWS s3 secret access key for uploading the docs
    DO_REGIONYOUR_S3_REGIONDigital ocean spaces region or AWS s3 region
    USE_LOCALtrueIf this is set to true, local file storage will be used to save files, and DO credentials will be ignored.
    MAILGUN_API_KEYYOUR_MAILGUNAPI_KEYMailgun API Key
    MAILGUN_DOMAINYOUR_MAILGUNAPI_DOMAINMailgun API Domain
    MAILGUN_SENDER-Mailgun Sender Mail ID
    SMTP_ENABLEfalseIf this is set to true, emails will be sent through SMTP, and Mailgun credentials will be ignored.
    SMTP_HOSTsmtp.yourhost.comProvide smtp host
    SMTP_PORT443Provide smtp port number
    SMTP_USERNAME-Provide username of smtp
    SMTP_USER_EMAILmailer@yourdomain.comProvide user email of smtp
    SMTP_PASSpasswordProvide smtp password
    PFX_BASE64-Base64 encoded PFX or p12 document signing certificate file. You can generate base64 encoded self sign certificate using the passphrase.
    PASS_PHRASEopensignPass phrase of PFX or p12 document signing certificate file.
    APP_IDopensign(DEPRECATED) This should not be changed if provided; it should be 'opensign'.
    +

    Add below Environment Variables to the ".env.prod" file that is automatically created in order to personalize your installation:

    +
    Environment VariableValueDescription
    PUBLIC_URLhttps://localhost:3001 or https://opensign.yourdomain.comSet it to the URL form where the app home page will be accessed
    MASTER_KEYXnAadwKxxByMrA 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.
    MONGODB_URImongodb://mongo-container:27017/OpenSignDBMongodb URI to connect to
    PARSE_MOUNT/appPath on which APIs should be mounted. Do not change this. This variable shall be removed & value hardcoded in the source code in coming versions.
    SERVER_URLhttp://localhost:8080/appSet it to the URL from where APIs will be accessible to the NodeJS functions, for local development it should be localhost:8080/app
    DO_SPACEDOSPACENAMEDigital ocean space name or AWS S3 bucket name for uploading documents
    DO_ENDPOINTams3.digitaloceanspaces.comDigital ocean spaces endpoint or AWS S3 endpoint for uploading documents
    DO_BASEURLhttps://dospace.ams3.digitaloceanspaces.comDigital ocean baseurl or AWS S3 base URL
    DO_ACCESS_KEY_IDYOUR_S3_ACCESS_IDDigital ocean spaces access key ID or AWS s3 Access key ID for uploading the docs
    DO_SECRET_ACCESS_KEYYOUR_S3_ACCESS_KEYDigital ocean spaces secret access key or AWS s3 secret access key for uploading the docs
    DO_REGIONYOUR_S3_REGIONDigital ocean spaces region or AWS s3 region
    USE_LOCALtrueIf this is set to true, local file storage will be used to save files, and DO credentials will be ignored.
    MAILGUN_API_KEYYOUR_MAILGUNAPI_KEYMailgun API Key
    MAILGUN_DOMAINYOUR_MAILGUNAPI_DOMAINMailgun API Domain
    MAILGUN_SENDER-Mailgun Sender Mail ID
    SMTP_ENABLEfalseIf this is set to true, emails will be sent through SMTP, and Mailgun credentials will be ignored.
    SMTP_HOSTsmtp.yourhost.comProvide smtp host
    SMTP_PORT443Provide smtp port number
    SMTP_USERNAME-Provide username of smtp
    SMTP_USER_EMAILmailer@yourdomain.comProvide user email of smtp
    SMTP_PASSpasswordProvide smtp password
    PFX_BASE64-Base64 encoded PFX or p12 document signing certificate file. You can generate base64 encoded self sign certificate using the passphrase.
    PASS_PHRASEopensignPass phrase of PFX or p12 document signing certificate file.
    APP_IDopensign(DEPRECATED) This should not be changed if provided; it should be 'opensign'.

    Steps to Generate Self Sign Certificate

    # execute below command and use passphrase 'opensign'
    openssl genrsa -des3 -out ./local_dev.key 2048
    openssl req -key ./local_dev.key -new -x509 -days 365 -out ./local_dev.crt
    openssl pkcs12 -inkey ./local_dev.key -in ./local_dev.crt -export -out ./local_dev.pfx
    openssl base64 -in ./local_dev.pfx -out ./base64_pfx

    Please note that when signing a document using a certificate generated through this process, it won’t 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 AATL-approved Certificate Authority.

    diff --git a/docs/self-host/docker/upgrade-deployment/index.html b/docs/self-host/docker/upgrade-deployment/index.html index 5960ced92..551410750 100644 --- a/docs/self-host/docker/upgrade-deployment/index.html +++ b/docs/self-host/docker/upgrade-deployment/index.html @@ -5,7 +5,7 @@ OpenSign™ Self-Hosted 'Upgrade Deployment' Guide Using Docker on Linux, macOS, or Windows | OpenSign™ - + diff --git a/docs/self-host/guides/azure-vm-setup/index.html b/docs/self-host/guides/azure-vm-setup/index.html index 64d7ce5f9..b1ffdcefb 100644 --- a/docs/self-host/guides/azure-vm-setup/index.html +++ b/docs/self-host/guides/azure-vm-setup/index.html @@ -5,7 +5,7 @@ OpenSign Deployment Guide on Azure VM via command-line | OpenSign™ - + diff --git a/docs/self-host/guides/env-variables/index.html b/docs/self-host/guides/env-variables/index.html index ed82a52ca..d76720e52 100644 --- a/docs/self-host/guides/env-variables/index.html +++ b/docs/self-host/guides/env-variables/index.html @@ -5,14 +5,14 @@ ENV variables which are used to setup OpenSign™ with Docker on Localhost | OpenSign™ - +

    ENV variables which are used to setup OpenSign™ with Docker on Localhost

    Information About ENV variables which are used to setup OpenSign™ with Docker on Localhost​

    To set up OpenSign™ locally using Docker, the following prerequisites are required:

    -

    Environment Varaibles:

    -
    Environment VaribaleValueDescription
    PUBLIC_URLhttps://localhost:3001Set it to the URL form where the app home page will be accessed
    MASTER_KEYXnAadwKxxByMrA 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.
    MONGODB_URImongodb://mongo-container:27017/OpenSignDBMongodb URI to connect to
    PARSE_MOUNT/appPath on which APIs should be mounted. Do not change this. This variable shall be removed & value hardcoded in the source code in coming versions.
    SERVER_URLhttp://localhost:8080/appSet it to the URL from where APIs will be accessible to the NodeJS functions, for local development it should be localhost:8080/app
    DO_SPACEDOSPACENAMEDigital ocean space name or AWS S3 bucket name for uploading documents
    DO_ENDPOINTams3.digitaloceanspaces.comDigital ocean spaces endpoint or AWS S3 endpoint for uploading documents
    DO_BASEURLhttps://dospace.ams3.digitaloceanspaces.comDigital ocean baseurl or AWS S3 base URL
    DO_ACCESS_KEY_IDYOUR_S3_ACCESS_IDDigital ocean spaces access key ID or AWS s3 Access key ID for uploading the docs
    DO_SECRET_ACCESS_KEYYOUR_S3_ACCESS_KEYDigital ocean spaces secret access key or AWS s3 secret access key for uploading the docs
    DO_REGIONYOUR_S3_REGIONDigital ocean spaces region or AWS s3 region
    USE_LOCALtrueIf this is set to true, local file storage will be used to save files, and DO credentials will be ignored.
    MAILGUN_API_KEYYOUR_MAILGUNAPI_KEYMailgun API Key
    MAILGUN_DOMAINYOUR_MAILGUNAPI_DOMAINMailgun API Domain
    MAILGUN_SENDER-Mailgun Sender Mail ID
    SMTP_ENABLEfalseIf this is set to true, emails will be sent through SMTP, and Mailgun credentials will be ignored.
    SMTP_HOSTsmtp.yourhost.comProvide smtp host
    SMTP_PORT443Provide smtp port number
    SMTP_USERNAME-Provide username of smtp
    SMTP_USER_EMAILmailer@yourdomain.comProvide user email of smtp
    SMTP_PASSpasswordProvide smtp password
    PFX_BASE64-Base64 encoded PFX or p12 document signing certificate file. You can generate base64 encoded self sign certificate using the passphrase.
    PASS_PHRASEopensignPass phrase of PFX or p12 document signing certificate file.
    APP_IDopensign(DEPRECATED) This should not be changed if provided; it should be 'opensign'.
    +

    Environment Variables:

    +
    Environment VariableValueDescription
    PUBLIC_URLhttps://localhost:3001Set it to the URL form where the app home page will be accessed
    MASTER_KEYXnAadwKxxByMrA 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.
    MONGODB_URImongodb://mongo-container:27017/OpenSignDBMongodb URI to connect to
    PARSE_MOUNT/appPath on which APIs should be mounted. Do not change this. This variable shall be removed & value hardcoded in the source code in coming versions.
    SERVER_URLhttp://localhost:8080/appSet it to the URL from where APIs will be accessible to the NodeJS functions, for local development it should be localhost:8080/app
    DO_SPACEDOSPACENAMEDigital ocean space name or AWS S3 bucket name for uploading documents
    DO_ENDPOINTams3.digitaloceanspaces.comDigital ocean spaces endpoint or AWS S3 endpoint for uploading documents
    DO_BASEURLhttps://dospace.ams3.digitaloceanspaces.comDigital ocean baseurl or AWS S3 base URL
    DO_ACCESS_KEY_IDYOUR_S3_ACCESS_IDDigital ocean spaces access key ID or AWS s3 Access key ID for uploading the docs
    DO_SECRET_ACCESS_KEYYOUR_S3_ACCESS_KEYDigital ocean spaces secret access key or AWS s3 secret access key for uploading the docs
    DO_REGIONYOUR_S3_REGIONDigital ocean spaces region or AWS s3 region
    USE_LOCALtrueIf this is set to true, local file storage will be used to save files, and DO credentials will be ignored.
    MAILGUN_API_KEYYOUR_MAILGUNAPI_KEYMailgun API Key
    MAILGUN_DOMAINYOUR_MAILGUNAPI_DOMAINMailgun API Domain
    MAILGUN_SENDER-Mailgun Sender Mail ID
    SMTP_ENABLEfalseIf this is set to true, emails will be sent through SMTP, and Mailgun credentials will be ignored.
    SMTP_HOSTsmtp.yourhost.comProvide smtp host
    SMTP_PORT443Provide smtp port number
    SMTP_USERNAME-Provide username of smtp
    SMTP_USER_EMAILmailer@yourdomain.comProvide user email of smtp
    SMTP_PASSpasswordProvide smtp password
    PFX_BASE64-Base64 encoded PFX or p12 document signing certificate file. You can generate base64 encoded self sign certificate using the passphrase.
    PASS_PHRASEopensignPass phrase of PFX or p12 document signing certificate file.
    APP_IDopensign(DEPRECATED) This should not be changed if provided; it should be 'opensign'.

    Steps to generate self-signed document singing certificate

    # execute below command and use passphrase 'opensign'
    openssl genrsa -des3 -out ./local_dev.key 2048
    openssl req -key ./local_dev.key -new -x509 -days 365 -out ./local_dev.crt
    openssl pkcs12 -inkey ./local_dev.key -in ./local_dev.crt -export -out ./local_dev.pfx
    openssl base64 -in ./local_dev.pfx -out ./base64_pfx
    diff --git a/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html b/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html index 5b2afd996..ba6d98788 100644 --- a/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html +++ b/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html @@ -5,7 +5,7 @@ How to generate self-signed document signing certificate? | OpenSign™ - + diff --git a/docs/self-host/guides/upgrade-to-v2.1.0/index.html b/docs/self-host/guides/upgrade-to-v2.1.0/index.html index 823f466c2..63c299fee 100644 --- a/docs/self-host/guides/upgrade-to-v2.1.0/index.html +++ b/docs/self-host/guides/upgrade-to-v2.1.0/index.html @@ -5,7 +5,7 @@ How to upgrade self-hosted OpenSign to v2.1.0? | OpenSign™ - + diff --git a/docs/self-host/intro/index.html b/docs/self-host/intro/index.html index 683ab0e21..6e7be4a1a 100644 --- a/docs/self-host/intro/index.html +++ b/docs/self-host/intro/index.html @@ -5,7 +5,7 @@ Self-Hosting OpenSign | OpenSign™ - + diff --git a/index.html b/index.html index 1981f3c9c..0c3f8dffc 100644 --- a/index.html +++ b/index.html @@ -5,7 +5,7 @@ Official OpenSign™ Docs - tutorials, API documentation, self-host help & much more. | OpenSign™ - + diff --git a/markdown-page/index.html b/markdown-page/index.html index 332c0dd25..ea5210df4 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +