From c0b45e97ea9e150d1f940bfad872ce82aa2632ed Mon Sep 17 00:00:00 2001 From: pravin Date: Wed, 23 Oct 2024 17:04:02 +0530 Subject: [PATCH 01/10] Create publicTemplate.md help document for public template --- docs/docs/help/Templates/publicTemplate.md | 104 +++++++++++++++++++++ 1 file changed, 104 insertions(+) create mode 100644 docs/docs/help/Templates/publicTemplate.md diff --git a/docs/docs/help/Templates/publicTemplate.md b/docs/docs/help/Templates/publicTemplate.md new file mode 100644 index 000000000..5efb31e13 --- /dev/null +++ b/docs/docs/help/Templates/publicTemplate.md @@ -0,0 +1,104 @@ +--- +sidebar_position: 4 +title: Setting up an OpenSign Template for public signing +--- + +# 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"). +- **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 + +- **Navigate to Templates**: On the left sidebar, click "Templates" and select "Create template." + +Create Template + +### 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 +- **[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. +- **[6] Send in Order**: Choose "Yes" or "No" for sending in a specific order. +- **[7] Auto reminder**: Set up automatic email reminders for signers. +- **[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 +- **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 + +Create Template + +- **[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 be prompted 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. + - **[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 +**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.” + +Choose "No" you will be redirected to the Manage templates. + +## Step 4: +### Managing and making template public + +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. + +To make a template public, click the toggle button in the public column on the template. + +A public profile popup will appear, where you can copy the public URL. + +Copy and share this link, and anyone with it can view your publicly available templates by pasting the URL into their browser. + +Manage 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. + + - Enter the required details and click Submit. + + - You can now fill in the necessary fields within the document's widgets and sign it. + + - After you finish signing, the document will be completed and automatically sent to the next signer for their signature. + +Signed the template + +## Step 6: +### Print document, Download completion certificate, and Download Document + +You’ll see options to Print or Download the signed document for your records. + +If you are the only signer, the signing process is finished, and you will have the options to Print document, Download completion certificate, and Download document. + +## Additional Information +- All fields marked with an asterisk (*) must be completed before the document can be submitted. +- Ensure that the document format is supported by OpenSign before uploading. + +If you require more help, feel free to reach out to our customer support on support@opensignlabs.com. + +Happy signing with OpenSign™!write From 010d2dba60bd69d0ac9a7b378836466ed3c3d049 Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 15:04:58 +0530 Subject: [PATCH 02/10] Update publicTemplate.md Updated the content --- docs/docs/help/Templates/publicTemplate.md | 19 +++++++++++-------- 1 file changed, 11 insertions(+), 8 deletions(-) diff --git a/docs/docs/help/Templates/publicTemplate.md b/docs/docs/help/Templates/publicTemplate.md index 5efb31e13..fe6d2256a 100644 --- a/docs/docs/help/Templates/publicTemplate.md +++ b/docs/docs/help/Templates/publicTemplate.md @@ -1,9 +1,10 @@ --- sidebar_position: 4 -title: Setting up an OpenSign Template for public signing +title: Setting up an OpenSign template for public signing --- +With OpenSign public profiles, you can now create documents for signatures on-demand through self-service. Streamline document preparation and seamlessly integrate collected data into your existing applications. The Public Profile feature delivers the security, user-friendliness, and versatility you and your clients expect from OpenSign. -# How to setup Public profile, Design templates, and enable public signing? +# How to setup Public profile, Design templates, and Enable public signing? ## Step 1: ### Set up your Public profile (Username & Tagline) @@ -45,9 +46,9 @@ title: Setting up an OpenSign Template for public signing - **[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 be prompted to make the template public. + **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. +- **[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. @@ -58,7 +59,7 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more. 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. +Choose "No" you will be redirected to the Manage templates screen. ## Step 4: ### Managing and making template public @@ -67,11 +68,13 @@ Choose "No" you will be redirected to the Manage templates. 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. + - To make a template public, click the toggle button in the public column on the template. -A public profile popup will appear, where you can copy the public URL. + - A confirmation popup will appear with the message, 'Are you sure you want to make this template public?' You can choose either Yes or No. Select Yes to make the template public. -Copy and share this link, and anyone with it can view your publicly available templates by pasting the URL into their browser. + - A public profile popup will appear, where you can copy the public URL. + + - Copy and share this link, and anyone with it can view your publicly available templates by pasting the URL into their browser. Manage Template From 7c0b744c40cab6593abab7d766a74c297ca7a0d2 Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 15:07:08 +0530 Subject: [PATCH 03/10] Update publicTemplate.md Update the header font --- docs/docs/help/Templates/publicTemplate.md | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/docs/docs/help/Templates/publicTemplate.md b/docs/docs/help/Templates/publicTemplate.md index fe6d2256a..56d33b7ce 100644 --- a/docs/docs/help/Templates/publicTemplate.md +++ b/docs/docs/help/Templates/publicTemplate.md @@ -4,9 +4,9 @@ title: Setting up an OpenSign template for public signing --- With OpenSign public profiles, you can now create documents for signatures on-demand through self-service. Streamline document preparation and seamlessly integrate collected data into your existing applications. The Public Profile feature delivers the security, user-friendliness, and versatility you and your clients expect from OpenSign. -# How to setup Public profile, Design templates, and Enable public signing? +## How to setup Public profile, Design templates, and Enable public signing? -## Step 1: +### 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"). @@ -14,7 +14,7 @@ With OpenSign public profiles, you can now create documents for signatures on-de Set up Public Profile -## Step 2: +### Step 2: ### Create a New Template - **Navigate to Templates**: On the left sidebar, click "Templates" and select "Create template." @@ -38,7 +38,7 @@ With OpenSign public profiles, you can now create documents for signatures on-de - **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: +### Step 3: ### Template creation Create Template @@ -61,7 +61,7 @@ After doing so, a “Create Document” popup will appear, prompting you with th Choose "No" you will be redirected to the Manage templates screen. -## Step 4: +### Step 4: ### Managing and making template public Manage Template @@ -78,7 +78,7 @@ On the Manage Templates page, you'll see a list of templates you've created or h Manage Template -## Step 5: +### 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. @@ -91,7 +91,7 @@ On the Manage Templates page, you'll see a list of templates you've created or h Signed the template -## Step 6: +### Step 6: ### Print document, Download completion certificate, and Download Document You’ll see options to Print or Download the signed document for your records. From 2f73ba974c01c11bd47b0d74a962fae2c091c19f Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 16:08:25 +0530 Subject: [PATCH 04/10] Update publicTemplate.md updated the content --- docs/docs/help/Templates/publicTemplate.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/docs/docs/help/Templates/publicTemplate.md b/docs/docs/help/Templates/publicTemplate.md index 56d33b7ce..ec159c331 100644 --- a/docs/docs/help/Templates/publicTemplate.md +++ b/docs/docs/help/Templates/publicTemplate.md @@ -2,7 +2,9 @@ sidebar_position: 4 title: Setting up an OpenSign template for public signing --- -With OpenSign public profiles, you can now create documents for signatures on-demand through self-service. Streamline document preparation and seamlessly integrate collected data into your existing applications. The Public Profile feature delivers the security, user-friendliness, and versatility you and your clients expect from OpenSign. +# 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. ## How to setup Public profile, Design templates, and Enable public signing? From 2a9ae74c33ed1c88800cc2d86489a5720a2332bd Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 16:14:48 +0530 Subject: [PATCH 05/10] 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. From 758cfc8e8d907d207f4d522bb6e30bc9d02463d2 Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 16:15:37 +0530 Subject: [PATCH 06/10] Update publicTemplate.md --- docs/docs/help/Templates/publicTemplate.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/docs/help/Templates/publicTemplate.md b/docs/docs/help/Templates/publicTemplate.md index 9f5b88df1..7d4745bc4 100644 --- a/docs/docs/help/Templates/publicTemplate.md +++ b/docs/docs/help/Templates/publicTemplate.md @@ -2,7 +2,7 @@ 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? 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. From 38930133f71757a5f26123ec204e7453e5e72c7e Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 16:29:58 +0530 Subject: [PATCH 07/10] 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. From 74b091b1eb57e4aed55904aa2ee70be860f5c290 Mon Sep 17 00:00:00 2001 From: pravin Date: Thu, 24 Oct 2024 19:13:22 +0530 Subject: [PATCH 08/10] Create embed-template.md Added a new help document for embedding the template. --- docs/docs/help/Templates/embed-template.md | 129 +++++++++++++++++++++ 1 file changed, 129 insertions(+) create mode 100644 docs/docs/help/Templates/embed-template.md diff --git a/docs/docs/help/Templates/embed-template.md b/docs/docs/help/Templates/embed-template.md new file mode 100644 index 000000000..7ecd5944e --- /dev/null +++ b/docs/docs/help/Templates/embed-template.md @@ -0,0 +1,129 @@ +--- +sidebar_position: 5 +title: Embedding OpenSign templates +--- +# What is OpenSign Template Embedding? +OpenSign Template Embedding allows users to seamlessly integrate public document templates into their websites or applications. By embedding templates, you can provide a direct and interactive signing experience for your users without requiring them to leave your platform. This feature supports various technologies like React, Next.js, HTML, JavaScript, and Angular, making it easy to add signing capabilities to different web projects. +With OpenSign Template Embedding, businesses can offer a streamlined and professional document signing process, enhancing user experience and workflow efficiency. + +## How to set up a Public profile, Design templates, and Embed a template? + +### 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 + +- **Navigate to Templates**: On the left sidebar, click "Templates" and select "Create template." + +Create Template + +### 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. +- **[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. +- **[6] Send in Order**: Choose "Yes" or "No" for sending in a specific order. +- **[7] Auto reminder**: Set up automatic email reminders for signers. +- **[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 +- **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 + +Create Template + +- **[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. + - **[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 + - **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.” + + - Choose "No" you will be redirected to the Manage templates screen. + +### Step 4: Managing and Embedding the template + +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. + + - To embed a template, you first need to make it public by clicking the toggle button in the public column of the template. + + - A confirmation popup will appear with the message, 'Are you sure you want to make this template public?' You can choose either Yes or No. Select Yes to make the template public. + + - A public profile popup will appear, displaying the code to embed the template. + + - We support embedding the template in React/Next.js, HTML/JavaScript, and Angular application. + +**Embed the template in a React or Next.js application** + - Copy the code and paste it into your React or Next.js application. + - Install the required OpenSign dependencies and run your project. + +Watch the video below to see how to embed the template in a React or Next.js application. + +
+ +
+ +**Embed the template in an HTML or JavaScript project** + - Copy the code and paste it into your HTML or JavaScript application. + +Watch the video below to see how to embed the template in HTML or JavaScript application. + +
+ +
+ +**Embed the template in an Angular project** + - Copy the code and paste it into your an Angular application. + - Install the required OpenSign dependencies and run your project. + +Watch the video below to see how to embed the template in an Angular application. + +
+ +
+ +### Step 5: Sign the document through the Embed public template. + + - 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. + + - You can now fill in the necessary fields within the document's widgets and sign it. + + - After you finish signing, the document will be completed and automatically sent to the next signer for their signature. + +### Step 6: Print document, Download completion certificate, and Download Document + +You’ll see options to Print or Download the signed document for your records. + +If you are the only signer, the signing process is finished, and you will have the options to Print document, Download completion certificate, and Download document. + + +## Additional Information +- All fields marked with an asterisk (*) must be completed before the document can be submitted. +- Ensure that the document format is supported by OpenSign before uploading. + +If you require more help, feel free to reach out to our customer support on support@opensignlabs.com. + +Happy signing with OpenSign™!write From ccb08949ff3af19da5b777b93919ec409736414f Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 28 Oct 2024 17:37:28 +0530 Subject: [PATCH 09/10] Update sign-yourself.md Added the details about My signature --- docs/docs/help/New-Document/sign-yourself.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/docs/help/New-Document/sign-yourself.md b/docs/docs/help/New-Document/sign-yourself.md index 4ee1eb627..ea2ea2889 100644 --- a/docs/docs/help/New-Document/sign-yourself.md +++ b/docs/docs/help/New-Document/sign-yourself.md @@ -41,6 +41,8 @@ In the "Draw Signature" popup, you have three options available: - Upload a digitally scanned signature. - Type the signature using text input. + + - Select your signature from "My Signature." (This option is available only if you have uploaded a signature under "My Signature" in Settings.) - **[2] Add other widgets**: Depending on your needs, you can include additional widgets such as: - **Stamp**: After dragging and dropping the stamp widget, the "Upload Stamp Image" popup will appear, allowing you to upload an image from your file explorer. Once the stamp is uploaded, you will see the stamp image on the document. Additionally, alongside your stamp image, there is an option to copy the image. Clicking on the copy option presents three choices: From 78892a497d8551914894064196f4807a8c01314b Mon Sep 17 00:00:00 2001 From: pravin Date: Tue, 29 Oct 2024 12:19:22 +0530 Subject: [PATCH 10/10] Update embed-template.md Updated the content for embeding the template --- docs/docs/help/Templates/embed-template.md | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/docs/docs/help/Templates/embed-template.md b/docs/docs/help/Templates/embed-template.md index 7ecd5944e..eefbcd0fc 100644 --- a/docs/docs/help/Templates/embed-template.md +++ b/docs/docs/help/Templates/embed-template.md @@ -74,6 +74,13 @@ On the Manage templates page, you'll see a list of templates you've created or h - We support embedding the template in React/Next.js, HTML/JavaScript, and Angular application. +After making the template public, you’ll have an additional option to view the template embedding code. +To access it: + + - Click on the three dots (options menu) next to the template. + + - Select the Embed option from the dropdown menu. + **Embed the template in a React or Next.js application** - Copy the code and paste it into your React or Next.js application. - Install the required OpenSign dependencies and run your project.