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This feature allows you to save, review, and edit documents before sending them for signature. Here's a detailed overview of how to navigate and use the Draft Documents report effectively."}),"\n",(0,o.jsx)(n.h3,{id:"navigating-to-the-draft-documents-report",children:"Navigating to the Draft documents report"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsx)(n.li,{children:"Once logged into OpenSign, you'll see a navigation panel on the left side of your screen."}),"\n",(0,o.jsxs)(n.li,{children:["Click on ",(0,o.jsx)(n.strong,{children:'"Documents"'})," to expand the available options."]}),"\n",(0,o.jsxs)(n.li,{children:["Select ",(0,o.jsx)(n.strong,{children:'"Drafts"'})," under the Reports section. This will display all your saved draft documents."]}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"understanding-the-draft-documents-report",children:"Understanding the Draft documents report"}),"\n",(0,o.jsx)(n.p,{children:"The Draft documents section provides an organized list of all documents that are saved as drafts. Each draft entry contains key details that help you quickly identify and manage your documents. 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Click the "View" button to see the signers.']}),"\n"]}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"action-buttons",children:"Action buttons"}),"\n",(0,o.jsx)(n.p,{children:'The "Draft documents" report also includes several actions icons for each document:'}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Edit:"})," If you need to make changes to your draft, click the edit (pencil) icon. This will open the document for you to make the necessary modifications before sending it for signatures."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Delete:"})," If a draft is no longer needed, click the trash icon to delete it. Be cautious when using this action as deleted drafts cannot be recovered."]}),"\n"]}),"\n"]}),"\n",(0,o.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,o.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,o.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,o.jsx)(n,{...e,children:(0,o.jsx)(c,{...e})}):c(e)}},28453:(e,n,t)=>{t.d(n,{R:()=>i,x:()=>d});var s=t(96540);const o={},r=s.createContext(o);function i(e){const n=s.useContext(r);return s.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:i(e.components),s.createElement(r.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/cf03142d.05393161.js b/assets/js/cf03142d.05393161.js new file mode 100644 index 000000000..ffea87132 --- /dev/null +++ b/assets/js/cf03142d.05393161.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[746],{28453:(e,n,s)=>{s.d(n,{R:()=>i,x:()=>l});var t=s(96540);const o={},r=t.createContext(o);function i(e){const n=t.useContext(r);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(o):e.components||o:i(e.components),t.createElement(r.Provider,{value:n},e.children)}},32596:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>c,contentTitle:()=>l,default:()=>h,frontMatter:()=>i,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/Reports/in-progress","title":"In Progress","description":"The In-Progress documents report in OpenSign helps you monitor and manage documents that are currently in the signing process. This report enables you to monitor the status of your documents, manually share the document URL, track document progress, resend reminders, revoke access, or delete documents that are no longer required. Here\u2019s a detailed guide on how to use the In-Progress documents report effectively.","source":"@site/docs/help/Reports/in-progress.md","sourceDirName":"help/Reports","slug":"/help/Reports/in-progress","permalink":"/docs/help/Reports/in-progress","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Reports/in-progress.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"In Progress"},"sidebar":"tutorialSidebar","previous":{"title":"Need your sign","permalink":"/docs/help/Reports/need-your-sign"},"next":{"title":"Completed","permalink":"/docs/help/Reports/completed"}}');var o=s(74848),r=s(28453);const i={sidebar_position:2,title:"In Progress"},l="In-Progress documents report",c={},a=[{value:"Navigating to the In-Progress documents report",id:"navigating-to-the-in-progress-documents-report",level:3},{value:"Understanding the In-Progress documents report",id:"understanding-the-in-progress-documents-report",level:3},{value:"Action buttons",id:"action-buttons",level:3}];function d(e){const n={a:"a",h1:"h1",h3:"h3",header:"header",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,o.jsxs)(o.Fragment,{children:[(0,o.jsx)(n.header,{children:(0,o.jsx)(n.h1,{id:"in-progress-documents-report",children:"In-Progress documents report"})}),"\n",(0,o.jsx)(n.p,{children:"The In-Progress documents report in OpenSign helps you monitor and manage documents that are currently in the signing process. This report enables you to monitor the status of your documents, manually share the document URL, track document progress, resend reminders, revoke access, or delete documents that are no longer required. Here\u2019s a detailed guide on how to use the In-Progress documents report effectively."}),"\n",(0,o.jsx)(n.h3,{id:"navigating-to-the-in-progress-documents-report",children:"Navigating to the In-Progress documents report"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsx)(n.li,{children:"Once logged into OpenSign, you'll see a navigation panel on the left side of your screen."}),"\n",(0,o.jsxs)(n.li,{children:["Click on ",(0,o.jsx)(n.strong,{children:'"Documents"'})," to expand the available options."]}),"\n",(0,o.jsxs)(n.li,{children:["Select ",(0,o.jsx)(n.strong,{children:'"In progress"'})," This will display all documents that are currently awaiting signatures or are otherwise in the signing process."]}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"understanding-the-in-progress-documents-report",children:"Understanding the In-Progress documents report"}),"\n",(0,o.jsx)(n.p,{children:'The "In progress documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:'}),"\n",(0,o.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/d0ead0ca-0c13-4d94-bab5-1fe58118001a"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Title:"}),' The "Title" column displays the name of the document.']}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Note:"})," This section contains any notes that were added during the document's creation process."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Folder:"}),' The "Folder" column indicates the location where the document is stored within OpenSign Drive, ensuring you can easily locate the document later.']}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"File:"})," Here, you will find a ",(0,o.jsx)(n.strong,{children:'"Download"'})," link that allows you to directly download the In-progress document to your local device for review."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Status:"}),' This column displays the current status of the document, indicating whether it has been viewed or signed by the signer. Once the signer has viewed or signed the document, the Owner of the document can click "View" to see the activity logs.']}),"\n"]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/c2353510-571e-4081-b429-0a522dc1da0b"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Signers:"}),' The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.']}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"action-buttons",children:"Action buttons"}),"\n",(0,o.jsx)(n.p,{children:'The "In progress documents" report also includes several actions icons for each document:'}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Share Document:"}),' The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification.']}),"\n"]}),"\n",(0,o.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/9fd83c72-17a1-49bd-b7a3-30b80ef5f0ed"}),"\n",(0,o.jsx)(n.p,{children:"Upon clicking the Share icon, a pop-up window titled Copy link will appear. This window provides multiple options to share the document link with designated recipients."}),"\n",(0,o.jsx)(n.p,{children:(0,o.jsx)(n.strong,{children:"Here\u2019s how to use the options within this pop-up:"})}),"\n",(0,o.jsx)(n.p,{children:"The pop-up will display a list of email addresses of the intended recipients or signers of the document. Each email corresponds to a person who needs access to the document."}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Share Button:"})," Click the Share button next to the recipient\u2019s email address to resend the document link directly to that individual. This action provides multiple sharing options, such as copying the link, or sharing it via Outlook, WhatsApp, Messenger, and more."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Copy Button:"})," Click the Copy button next to the email address to copy the unique signing link to your clipboard. You can then paste this link manually into an email, chat, or any other preferred method of communication to share with the recipient."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"View Document:"})," The eye icon lets you preview the document directly within OpenSign without downloading it. Here, you can view the document's exact status, including who has signed and how many signers are still pending."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Resend:"})," If a signer has not responded or needs a reminder, use the resend option to send another notification. This ensures that the signing process continues without delay."]}),"\n"]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"816",alt:"resend document",src:"https://github.com/user-attachments/assets/c0cb3348-47ca-4d2e-a2d7-81cb3b18a0c6"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Rename:"})," Allows the user to rename the document."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Revoke:"})," If there\u2019s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document."]}),"\n"]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"816",alt:"resend document",src:"https://github.com/user-attachments/assets/b2273768-ef81-44cd-95ea-92babee429b6"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Save as template:"})," This option allows the user to save the current document as a reusable template.\nUpon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template.\nThe newly created template will also be available in the Manage Templates list."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Delete :"})," If the document is outdated or was sent by mistake, you can permanently remove it from the list. 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This report enables you to monitor the status of your documents, manually share the document URL, track document progress, resend reminders, revoke access, or delete documents that are no longer required. 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Below is a breakdown of each column and its purpose:'}),"\n",(0,o.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/60100998-1412-4331-8842-55fd9dd10307"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Sr.No:"})," This column displays the serial number for each document in the list, helping you quickly identify and reference documents."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Title:"}),' The "Title" column displays the name of the document.']}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Note:"})," This section contains any notes that were added during the document's creation process."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Folder:"}),' The "Folder" column indicates the location where the document is stored within OpenSign Drive, ensuring you can easily locate the document later.']}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"File:"})," Here, you will find a ",(0,o.jsx)(n.strong,{children:'"Download"'})," link that allows you to directly download the In-progress document to your local device for review."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Status:"}),' This column displays the current status of the document, indicating whether it has been viewed or signed by the signer. Once the signer has viewed or signed the document, the Owner of the document can click "View" to see the activity logs.']}),"\n"]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/4eb43321-5eec-48ec-a3b6-75e932d31c6c"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Signers:"}),' The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.']}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"action-buttons",children:"Action buttons"}),"\n",(0,o.jsx)(n.p,{children:'The "In progress documents" report also includes several actions icons for each document:'}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Share Document:"}),' The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification.']}),"\n"]}),"\n",(0,o.jsx)("img",{width:"816",alt:"Inprogress documents",src:"https://github.com/user-attachments/assets/7c632c2d-c784-4b51-9517-5c6817abd16f"}),"\n",(0,o.jsx)(n.p,{children:"Upon clicking the Share icon, a pop-up window titled Copy link will appear. 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Below is a breakdown of each column and its purpose:'}),"\n",(0,s.jsx)("img",{width:"816",alt:"OpenSign_Signyourself",src:"https://github.com/user-attachments/assets/4694c9b3-ca2c-4f27-a9d9-8dca220a4124"}),"\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:"Sr.No:"})," This column displays the serial number for each document in the list, helping you quickly identify and reference documents."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Title:"}),' The "Title" column displays the name of the document.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Note:"})," This section contains any notes that were added during the document's creation process."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Folder:"}),' The "Folder" column indicates the location where the document is stored within OpenSign Drive, ensuring you can easily locate the document later.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"File:"})," Here, you will find a ",(0,s.jsx)(n.strong,{children:'"Download"'})," link that allows you to directly download the completed document to your local device for review or archiving."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Owner:"})," This column shows the name of the person who created the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signers:"}),' The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. 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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 db38a6857..a8d13db68 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 bc2ac1daf..31ef40a65 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 877822bd0..7432dc0e8 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 be9e68c0b..9fcbbe56d 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 36aa2d126..aa6a50d3f 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 e402a4717..20de16b1c 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 b4a4d8400..435402115 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 01f00a381..533c15346 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 3e8b73c7b..27013bae2 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 b5c0bd6ad..b5829cc38 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 7e1236930..4664e0ee0 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 6a9bf3690..e1158b6f6 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 5aef29991..2ccf4bfb4 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 bdd81a299..cb351c81c 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 4580288d9..d6df346bd 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 d43efe068..0da3c610a 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 da8183464..b0d09eb6a 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 b79a32c99..c81d10efa 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 c67d27cf9..78b69b90a 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 869affe42..cbf4a8718 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 932c2903f..60daf7b83 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 d98cb806c..aa396812b 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 0686b4e73..4e3d095e6 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 94b3b9251..d5088acaf 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 8da511e1c..4daa5b959 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 7b55a81b4..039487568 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 1f3c349d0..c7c7161c3 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 8a07f5a32..8664b0265 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 0794a9262..821e02683 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 9aa8e8b58..b198edc4e 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 51847705a..88a78fc97 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 b774240bc..d8fde93f6 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 c4557258b..8fa500ea3 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 a8d2bfc00..3a496de6f 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 70fe4e773..7824771b4 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 b96c65d2b..3144decbe 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 792795a6f..c73527fac 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 27fb7bfa5..988edf3f0 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 e39b03df4..f4f937a7a 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 726b832d0..40a898ba5 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 40b27a0c2..c94b34641 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 0abff7e93..a4b21155e 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 49906a0c2..1ca80eff1 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 8440686aa..28582f577 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 1499154bd..27f377067 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 c193fa65a..7abe0edc0 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 273dffaf1..70e1f4581 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 732a13921..1d6161766 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 728e784ae..c1d0b2810 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 5c316d398..ae267f23b 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 65274d07e..0888af43f 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 9105fbd7c..814bf14fb 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 afc7eced2..44cd2f7ee 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 7f30afefc..9668314e6 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 ef0d0e35d..788549eaa 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 cdd67e37a..15646796f 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 517f1da31..8980ffee6 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 373e96610..67b22f758 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 c0011f3ce..6679e11b8 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 936db91a7..f4f5be029 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™ - + diff --git a/docs/help/New-Document/sign-yourself/index.html b/docs/help/New-Document/sign-yourself/index.html index 5802f0053..fac3135d4 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 1567bf326..2637a7222 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 5b021e1c5..3c5fdc1ea 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 615f7187e..6c74ff4ca 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 fb7209274..3eb35bf67 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 e158407fe..108a7ca44 100644 --- a/docs/help/Reports/completed/index.html +++ b/docs/help/Reports/completed/index.html @@ -5,7 +5,7 @@ Completed | OpenSign™ - + @@ -21,7 +21,7 @@

Understanding the Completed documents report​

The "Completed documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:

-OpenSign_Signyourself +OpenSign_Signyourself

  • Sr.No: This column displays the serial number for each document in the list, helping you quickly identify and reference documents.

    @@ -55,6 +55,16 @@

    Delete Document: The trash bin icon enables you to permanently delete a document from your completed list. Be cautious, as this action cannot be undone.

+OpenSign_Signyourself +
    +
  • +

    Save as template: This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.

    +
    • +
  • +

    Fix and resend: This option allows the user to recreate a completed document. +It is useful when the completed document contains missing or incorrect information. Instead of starting from scratch, the user can use this feature to make the necessary edits and resend the document for signature.

    +
    • +

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

Happy signing with OpenSign™!

diff --git a/docs/help/Reports/contactbook/index.html b/docs/help/Reports/contactbook/index.html index c5e69eab5..a4faaab26 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 d58224730..491765abb 100644 --- a/docs/help/Reports/declined/index.html +++ b/docs/help/Reports/declined/index.html @@ -5,7 +5,7 @@ Declined | OpenSign™ - + @@ -19,7 +19,7 @@

Understanding the Declined documents report​

The "Declined documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:

-OpenSign_Signyourself +OpenSign_Signyourself

  • Sr.No: This column displays the serial number for each document in the list, helping you quickly identify and reference documents.

    @@ -46,8 +46,19 @@

    Action buttons​

    The "Declined documents" report also includes several action icons for each document:

      -
    • View Document: The eye icon allows you to preview the document directly within OpenSign without needing to download it.
      • -
    • Delete Document: The trash bin icon enables you to permanently delete a document from your declined list. Be cautious, as this action cannot be undone.
      • +
    • +

      View Document: The eye icon allows you to preview the document directly within OpenSign without needing to download it.

      +
      • +
    • +

      Delete Document: The trash bin icon enables you to permanently delete a document from your declined list. Be cautious, as this action cannot be undone.

      +
      • +
    • +

      Save as template: This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.

      +
      • +
    • +

      Fix and resend: This option allows the user to recreate a document that was previously declined. +It is useful when the declined document has missing or incorrect information. Instead of creating a new one from scratch, the user can make the necessary edits and resend it for signature.

      +

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

    Happy signing with OpenSign™!

    diff --git a/docs/help/Reports/drafts/index.html b/docs/help/Reports/drafts/index.html index 8eeb77d48..3b691fff4 100644 --- a/docs/help/Reports/drafts/index.html +++ b/docs/help/Reports/drafts/index.html @@ -5,7 +5,7 @@ Drafts | OpenSign™ - + @@ -19,7 +19,7 @@

    Understanding the Draft documents report​

    The Draft documents section provides an organized list of all documents that are saved as drafts. Each draft entry contains key details that help you quickly identify and manage your documents. Here’s a breakdown of the information available:

    -Draft documents +Draft documents

    • Sr.No: This column displays the serial number for each document in the list, helping you quickly identify and reference documents.

      @@ -52,6 +52,9 @@

    • Delete: If a draft is no longer needed, click the trash icon to delete it. Be cautious when using this action as deleted drafts cannot be recovered.

      • +
    • +

      Save as template: This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.

      +

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

    Happy signing with OpenSign™!

    diff --git a/docs/help/Reports/expired/index.html b/docs/help/Reports/expired/index.html index 2f56d246d..16b226f23 100644 --- a/docs/help/Reports/expired/index.html +++ b/docs/help/Reports/expired/index.html @@ -5,7 +5,7 @@ Expired | OpenSign™ - + @@ -31,9 +31,12 @@

Action buttons​

For each expired document, you can perform several actions:

+Expired document
  • Delete: Deletes the document from your OpenSign account.
  • View: Opens the document in a viewer within OpenSign, allowing you to review the details and contents of the document.
    • +
  • Extend expiry date: This option allows the user to extend the document's expiration date, keeping it available for signing.
    • +
  • Save as template: This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.

Managing Expired documents​

Managing your expired documents effectively can help ensure that no important document is overlooked. Consider the following tips:

diff --git a/docs/help/Reports/in-progress/index.html b/docs/help/Reports/in-progress/index.html index cb91a617f..121237b42 100644 --- a/docs/help/Reports/in-progress/index.html +++ b/docs/help/Reports/in-progress/index.html @@ -5,7 +5,7 @@ In Progress | OpenSign™ - + @@ -19,12 +19,9 @@

Understanding the In-Progress documents report​

The "In progress documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:

-Inprogress documents +Inprogress documents
  • -

    Sr.No: This column displays the serial number for each document in the list, helping you quickly identify and reference documents.

    -
    • -

  • Title: The "Title" column displays the name of the document.

  • @@ -40,7 +37,7 @@

    Status: This column displays the current status of the document, indicating whether it has been viewed or signed by the signer. Once the signer has viewed or signed the document, the Owner of the document can click "View" to see the activity logs.

-Inprogress documents +Inprogress documents
  • Signers: The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.
@@ -49,7 +46,7 @@
  • Share Document: The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification.
-Inprogress documents +Inprogress documents

Upon clicking the Share icon, a pop-up window titled Copy link will appear. This window provides multiple options to share the document link with designated recipients.

Here’s how to use the options within this pop-up:

The pop-up will display a list of email addresses of the intended recipients or signers of the document. Each email corresponds to a person who needs access to the document.

@@ -73,11 +70,23 @@ resend document
    -
  • Revoke: If there’s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document.
    • +
  • +

    Rename: Allows the user to rename the document.

    +
    • +
  • +

    Revoke: If there’s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document.

    +
resend document
    -
  • Delete : If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered.
    • +
  • +

    Save as template: This option allows the user to save the current document as a reusable template. +Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. +The newly created template will also be available in the Manage Templates list.

    +
    • +
  • +

    Delete : If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered.

    +

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

Happy signing with OpenSign™!

diff --git a/docs/help/Reports/need-your-sign/index.html b/docs/help/Reports/need-your-sign/index.html index d70fd673a..6a2063302 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 c83d740ca..48c010fcc 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 7aa980a67..1cea6aede 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 1acb4b5e2..39c6757d3 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 80c20b8b2..34a096a63 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 bba9c7399..be941143c 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 d5882a027..7b2c7a839 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 0bf71f966..e447fa302 100644 --- a/docs/help/Settings/disabledocumentid/index.html +++ b/docs/help/Settings/disabledocumentid/index.html @@ -5,7 +5,7 @@ Disable DocumentId | OpenSign™ - + diff --git a/docs/help/Settings/manage-users/index.html b/docs/help/Settings/manage-users/index.html index 191827932..21874a46c 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 3703e70eb..385629471 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 ff500efd5..7685f47b5 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,7 +5,7 @@ Create Templates | OpenSign™ - + diff --git a/docs/help/Templates/embed-template/index.html b/docs/help/Templates/embed-template/index.html index 460080737..4d4087d84 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 9d9ac7244..b174f030b 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 6cef30324..eb0723d28 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™ - + diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 3e7cafe8e..5f36d8224 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™ - + diff --git a/docs/help/intro/index.html b/docs/help/intro/index.html index 105987e3d..4672c3916 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 1ef2a59b7..800b04f2f 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 9825eaf33..809abcd28 100644 --- a/docs/self-host/One-click-Install/DigitalOcean/index.html +++ b/docs/self-host/One-click-Install/DigitalOcean/index.html @@ -5,7 +5,7 @@ Digital Ocean | OpenSign™ - + diff --git a/docs/self-host/cloud-storage/s3/index.html b/docs/self-host/cloud-storage/s3/index.html index 78d0599b4..2fd2d26ac 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™ - + diff --git a/docs/self-host/docker/run-locally/index.html b/docs/self-host/docker/run-locally/index.html index 3391e7c20..fdc18228d 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™ - + diff --git a/docs/self-host/docker/upgrade-deployment/index.html b/docs/self-host/docker/upgrade-deployment/index.html index 2e620b453..1f9f50364 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 cef83627a..4f4510905 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 85775bd03..e05ee8155 100644 --- a/docs/self-host/guides/env-variables/index.html +++ b/docs/self-host/guides/env-variables/index.html @@ -5,7 +5,7 @@ ENV variables which are used to setup OpenSign™ with Docker on Localhost | OpenSign™ - + 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 4ef4de660..e797446ec 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 f9e62b97b..9a764593a 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 8a88e8ef9..a0711f7bc 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 3bdd45612..43caef1dd 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 598d8a689..6e12037df 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +