Update publicTemplate.md

Updated the steps
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pravin
2024-10-24 16:29:58 +05:30
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@@ -8,26 +8,23 @@ The OpenSign Public profile feature offers the ultimate public document signing
## How to setup Public profile, Design templates, and Enable public signing?
### Step 1:
### Set up your Public profile (Username & Tagline)
### 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").
- **Add a tagline**(Optional): Enter a custom tagline (e.g., "Seal the deal openly") and save the changes.
<img width="828" alt="Set up Public Profile" src="https://github.com/user-attachments/assets/6c9cbd4b-eb1a-4a5b-bb0a-21777621555c" />
### Step 2:
### Create a new template
### Step 2: Create a new template
- **Navigate to Templates**: On the left sidebar, click "Templates" and select "Create template."
<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/95ee5c26-4284-46aa-9de7-3f492ad34feb" />
### Upload your document: On the "New template" page:
### Upload your document and fill in the 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.
@@ -36,12 +33,11 @@ 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.
### Step 3:
### Template creation
### Step 3: Template creation
<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/36a269fb-179b-462e-abc0-f436ec195a4a" />
@@ -56,15 +52,15 @@ The OpenSign Public profile feature offers the ultimate public document signing
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
**Next button**: Once youve organized your widgets and set their properties, simply click the “Next” button to save your template.
- **Next button**: Once youve 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?” Youll have the option to choose either “Yes” or “No.”
- 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?” Youll have the option to choose either “Yes” or “No.”
Choose "No" you will be redirected to the Manage templates screen.
- Choose "No" you will be redirected to the Manage templates screen.
### Step 4:
### Managing and making template public
### Step 4: Managing and making template public
<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/4fd68285-d489-4998-bcf1-1cf40eada723" />
@@ -80,8 +76,7 @@ On the Manage templates page, you'll see a list of templates you've created or h
<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/99977728-86de-4913-8d2e-f54ab0b18033" />
### Step 5:
### Sign the document through the public template.
### 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.
@@ -93,8 +88,7 @@ On the Manage templates page, you'll see a list of templates you've created or h
<img width="828" alt="Signed the template" src="https://github.com/user-attachments/assets/0c667098-1c79-4c6a-b59f-03d20ac85552" />
### Step 6:
### Print document, Download completion certificate, and Download Document
### Step 6: Print document, Download completion certificate, and Download Document
Youll see options to Print or Download the signed document for your records.