From 2a9ae74c33ed1c88800cc2d86489a5720a2332bd Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 16:14:48 +0530 Subject: [PATCH] Update publicTemplate.md Updated the page content --- docs/docs/help/Templates/publicTemplate.md | 28 +++++++++++----------- 1 file changed, 14 insertions(+), 14 deletions(-) diff --git a/docs/docs/help/Templates/publicTemplate.md b/docs/docs/help/Templates/publicTemplate.md index ec159c331..9f5b88df1 100644 --- a/docs/docs/help/Templates/publicTemplate.md +++ b/docs/docs/help/Templates/publicTemplate.md @@ -2,32 +2,32 @@ sidebar_position: 4 title: Setting up an OpenSign template for public signing --- -# What is the OpenSign Public Profile feature? +# What is the OpenSign Public profile feature? -The OpenSign Public Profile feature offers the ultimate public document signing solution without any need for integrations. With this feature, users can share document templates publicly, allowing anyone to access and sign the documents directly through the shared templates. This streamlines the signing process by providing a seamless, accessible way for public signers to complete documents without additional steps or integrations. +The OpenSign Public profile feature offers the ultimate public document signing solution without any need for integrations. With this feature, users can share document templates publicly, allowing anyone to access and sign the documents directly through the shared templates. This streamlines the signing process by providing a seamless, accessible way for public signers to complete documents without additional steps or integrations. ## How to setup Public profile, Design templates, and Enable public signing? ### Step 1: ### Set up your Public profile (Username & Tagline) -- **Navigate to your profile**: On the top right, click your profile icon, select "Edit Profile," and enter a public username (e.g., "OpenSignPublicProfile"). +- **Navigate to your profile**: On the top right, click your profile icon, select "Edit profile," and enter a public username (e.g., "OpenSignPublicProfile"). - **Add a tagline**(Optional): Enter a custom tagline (e.g., "Seal the deal openly") and save the changes. Set up Public Profile ### Step 2: -### Create a New Template +### Create a new template - **Navigate to Templates**: On the left sidebar, click "Templates" and select "Create template." Create Template -### Upload Your Document: On the "New Template" page: +### Upload your document: On the "New template" page: -- **[1] Choose File**: Select the document to upload (supported formats: PDF, PNG, JPG, JPEG, DOCX). -- **[2] Choose File from Dropbox**: Click the dropbox icon to select the document file from your dropbox account. -### Enter Template Details +- **[1] Choose file**: Select the document to upload (supported formats: PDF, PNG, JPG, JPEG, DOCX). +- **[2] Choose file from Dropbox**: Click the dropbox icon to select the document file from your dropbox account. +### Enter template details - **[3] Title** *(Required)*: Provide a title for your template. - **[4] Description**: Optionally add a description to give context or instructions regarding the template. - **[5] Note**: Add additional notes or instructions. @@ -36,7 +36,7 @@ The OpenSign Public Profile feature offers the ultimate public document signing - **[8] Enable OTP verification** : Choose "Yes" or "No" for requiring email verification via OTP. - **[9] Enable tour**: Select "Yes" or "No" for enabling the tour feature. -### Proceed to Template Creation Panel +### Proceed to template Creation Panel - **Next**: Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template. - **Cancel**: If you need to start over or make changes, click Cancel button to clear the form. @@ -45,18 +45,18 @@ The OpenSign Public Profile feature offers the ultimate public document signing Create Template -- **[1] Define Roles**: +- **[1] Define roles**: - **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. **Note**: Make sure the public role is positioned at the top if 'Send in Order' is set to Yes; Otherwise, you will not be able to make the template public. -- **[2] Assign Widgets to Roles**: Click on each role to highlight it, then drag and drop the widget to assign it to that role. The widgets will appear in the same colour as the role name once you drop it on the document. +- **[2] Assign widgets to roles**: Click on each role to highlight it, then drag and drop the widget to assign it to that role. The widgets will appear in the same colour as the role name once you drop it on the document. - **[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. - **[2] Add other widgets**: Depending on your needs, you can include additional widgets such as: Stamps, Initials, Name, Date, Text, Checkbox, and more. **Important**: Before proceeding, ensure that all roles have assigned signers, except for the public role, since we are making this template public. -### Save Template +### Save template **Next button**: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template. After doing so, a “Create Document” popup will appear, prompting you with the question: “Do you want to create a document using the template you just created?” You’ll have the option to choose either “Yes” or “No.” @@ -68,7 +68,7 @@ Choose "No" you will be redirected to the Manage templates screen. Manage Template -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. +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. - To make a template public, click the toggle button in the public column on the template. @@ -83,7 +83,7 @@ On the Manage Templates page, you'll see a list of templates you've created or h ### Step 5: ### Sign the document through the public template. - - Click the Sign Now button next to the template you want to sign. Once the document loads, click Sign Now in the top right corner. A popup will appear asking for signer details such as Name, Email, and Phone Number. + - Click the Sign now button next to the template you want to sign. Once the document loads, click Sign Now in the top right corner. A popup will appear asking for signer details such as Name, Email, and Phone Number. - Enter the required details and click Submit.