From 38930133f71757a5f26123ec204e7453e5e72c7e Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 16:29:58 +0530 Subject: [PATCH] Update publicTemplate.md Updated the steps --- docs/docs/help/Templates/publicTemplate.md | 30 +++++++++------------- 1 file changed, 12 insertions(+), 18 deletions(-) diff --git a/docs/docs/help/Templates/publicTemplate.md b/docs/docs/help/Templates/publicTemplate.md index 7d4745bc4..1c2070c43 100644 --- a/docs/docs/help/Templates/publicTemplate.md +++ b/docs/docs/help/Templates/publicTemplate.md @@ -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. Set up Public Profile -### 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." Create Template -### 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 Create Template @@ -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 you’ve organized your widgets and set their properties, simply click the “Next” button to save your 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.” + - 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.” -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 Manage Template @@ -80,8 +76,7 @@ On the Manage templates page, you'll see a list of templates you've created or h Manage Template -### 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 Signed the template -### Step 6: -### Print document, Download completion certificate, and Download Document +### Step 6: Print document, Download completion certificate, and Download Document You’ll see options to Print or Download the signed document for your records.