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You can register multiple passkeys for different environments."}),"\n"]}),"\n",(0,i.jsx)(s.h4,{id:"-watch-the-setup-tutorial-1",children:"\ud83d\udcf9 Watch the Setup Tutorial:"}),"\n",(0,i.jsx)(s.p,{children:(0,i.jsx)(s.a,{href:"https://www.youtube.com/embed/lLfcu9oSbew?si=yODZcEveYZSbQQXw",children:(0,i.jsx)(s.img,{src:"https://img.youtube.com/vi/lLfcu9oSbew/0.jpg",alt:"How to Setup Passkey"})})}),"\n",(0,i.jsx)(s.h4,{id:"-managing-your-passkeys",children:"\ud83e\uddfe Managing Your Passkeys"}),"\n",(0,i.jsx)(s.h5,{id:"\ufe0f-rename",children:"\u270f\ufe0f Rename:"}),"\n",(0,i.jsxs)(s.p,{children:["Click the ",(0,i.jsx)(s.strong,{children:"pencil icon"})," to rename a passkey for easy identification."]}),"\n",(0,i.jsx)(s.h5,{id:"-delete",children:"\ud83d\uddd1 Delete:"}),"\n",(0,i.jsxs)(s.p,{children:["Click the ",(0,i.jsx)(s.strong,{children:"trash icon"})," to remove a passkey.",(0,i.jsx)(s.br,{}),"\n","\u26a0\ufe0f This revokes access via that method and may require alternate login or re-registration."]}),"\n",(0,i.jsxs)(s.blockquote,{children:["\n",(0,i.jsx)(s.p,{children:"\ud83d\udd10 Tip: Register multiple passkeys on different devices for redundancy and ease of access."}),"\n"]}),"\n",(0,i.jsx)(s.hr,{}),"\n",(0,i.jsxs)(s.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,i.jsx)(s.strong,{children:(0,i.jsx)(s.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function d(e={}){const{wrapper:s}={...(0,r.R)(),...e.components};return s?(0,i.jsx)(s,{...e,children:(0,i.jsx)(h,{...e})}):h(e)}},28453:(e,s,n)=>{n.d(s,{R:()=>o,x:()=>a});var t=n(96540);const i={},r=t.createContext(i);function o(e){const s=t.useContext(r);return t.useMemo((function(){return"function"==typeof e?e(s):{...s,...e}}),[s,e])}function a(e){let s;return s=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:o(e.components),t.createElement(r.Provider,{value:s},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/6bef026b.b71d3026.js b/assets/js/6bef026b.b71d3026.js new file mode 100644 index 000000000..0aeba767b --- /dev/null +++ b/assets/js/6bef026b.b71d3026.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4952],{28453:(e,n,s)=>{s.d(n,{R:()=>l,x:()=>a});var t=s(96540);const i={},r=t.createContext(i);function l(e){const n=t.useContext(r);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:l(e.components),t.createElement(r.Provider,{value:n},e.children)}},74094:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>a,default:()=>h,frontMatter:()=>l,metadata:()=>t,toc:()=>c});const t=JSON.parse('{"id":"help/Settings/Preferences","title":"Preferences","description":"The Preferences page in OpenSign\u2122 allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. 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Below is a breakdown of all configurable options and what they control."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-steps-to-navigate-to-preferences",children:"\ud83d\ude80 Steps to Navigate to Preferences"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,i.jsx)(n.strong,{children:"Settings"})," section and click on ",(0,i.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-signature-types-control",children:"\ud83d\udccc Signature Types Control"}),"\n",(0,i.jsxs)(n.p,{children:["The ",(0,i.jsx)(n.strong,{children:"Allowed Signature Types"})," section defines which signature methods are available to signers:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\u2705 ",(0,i.jsx)(n.strong,{children:"Draw"}),": Create a handwritten signature using a mouse, stylus, or finger."]}),"\n",(0,i.jsxs)(n.li,{children:["\u2705 ",(0,i.jsx)(n.strong,{children:"Type"}),": Type your name and apply it using pre-set font styles."]}),"\n",(0,i.jsxs)(n.li,{children:["\u2705 ",(0,i.jsx)(n.strong,{children:"Upload"}),": Upload a scanned or saved image of your signature."]}),"\n",(0,i.jsxs)(n.li,{children:["\u2705 ",(0,i.jsx)(n.strong,{children:"Default"}),": Use the default signature stored under ",(0,i.jsx)(n.em,{children:"My Signature"})," in settings."]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"\u2699\ufe0f The options selected here determine what appears in the signature widget during document creation and signing. 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Here, admins can configure the allowed signature types at the organization level."]}),"\n",(0,i.jsxs)(n.p,{children:["All users created under your account will only see the signing methods you enable here in their ",(0,i.jsx)(n.strong,{children:"Preferences"}),". They will be restricted from using any methods you don't select."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Example:"}),(0,i.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,i.jsx)(n.strong,{children:"Typed"})," signature option in the ",(0,i.jsx)(n.strong,{children:"Manage Signature Types"})," settings. As a result, Ursula, a team member, will no longer see the ",(0,i.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,i.jsx)(n.p,{children:"Ursula can enable or disable any of the remaining three signature methods for each document she creates."}),"\n",(0,i.jsx)(n.p,{children:"When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process."}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," Managing ",(0,i.jsx)(n.strong,{children:"Signature Types"})," at the organization level is only available on the ",(0,i.jsx)(n.strong,{children:"Teams"})," plan. This feature is not included in the ",(0,i.jsx)(n.strong,{children:"Professional"})," or ",(0,i.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{src:"https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7",alt:"Signature type setup console"})}),"\n",(0,i.jsx)(n.h3,{id:"-user-level",children:"\ud83d\udc64 User-Level"}),"\n",(0,i.jsxs)(n.p,{children:["Navigate to ",(0,i.jsx)(n.strong,{children:"Settings > Preferences"})," to configure user-level signature types."]}),"\n",(0,i.jsx)(n.p,{children:"If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation."}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{src:"https://github.com/user-attachments/assets/ae413b24-fe53-4aa9-9242-624574f1d7b3",alt:"Signature type setup preferences"})}),"\n",(0,i.jsx)(n.h3,{id:"-document-level",children:"\ud83d\udcc4 Document-Level"}),"\n",(0,i.jsx)(n.p,{children:"While creating a document, users can specify allowed signature types."}),"\n",(0,i.jsx)(n.p,{children:"Only these will be available to the signer\u2014useful for legal or regulatory requirements."}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{src:"https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238",alt:"Signature type setup signature widget"})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-notify-on-signatures",children:"\ud83d\udd14 Notify on Signatures"}),"\n",(0,i.jsx)(n.p,{children:"The document owner can choose to receive email notifications when a document is signed."}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Yes"})," \u2013 Get notified each time a signer completes their part."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"No"})," \u2013 Turn off real-time signature notifications."]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"This setting can be adjusted while creating a document or template."}),"\n",(0,i.jsxs)(n.p,{children:["Regardless of this preference, a ",(0,i.jsx)(n.strong,{children:"final completion email"}),"\u2014including the signed document and completion certificate\u2014is ",(0,i.jsx)(n.strong,{children:"always sent"})," to both the document owner and all signers."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," Notify on Signatures feature is only available on the ",(0,i.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,i.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{src:"https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3",alt:"Preferences setup"})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-send-in-order",children:"\ud83d\udcec Send in Order"}),"\n",(0,i.jsxs)(n.p,{children:["Decide whether the document should be signed ",(0,i.jsx)(n.strong,{children:"sequentially"})," or ",(0,i.jsx)(n.strong,{children:"simultaneously"})," by multiple signers."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Yes"})," \u2013 Signers receive the document in a set order. The next signer gains access only after the previous one completes signing."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"No"})," \u2013 All signers receive the document at once and can sign independently."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-enable-tour",children:"\ud83d\udeab Enable Tour"}),"\n",(0,i.jsx)(n.p,{children:"The tour feature provides guidance for first-time users. You can turn this off for a cleaner, uninterrupted experience:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Yes"})," \u2013 Show onboarding tips. Enables guided tooltips for the signer during the signing process."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"No"})," \u2013 Disable tour prompts ",(0,i.jsx)(n.em,{children:"(recommended for experienced users)"}),". Speeds up the signing experience."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,i.jsx)(n.strong,{children:"Tip"}),": Disable if your users are already familiar with OpenSign\u2122."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-timezone--date-format",children:"\ud83e\udded Timezone & Date Format"}),"\n",(0,i.jsxs)(n.p,{children:["Customize the ",(0,i.jsx)(n.strong,{children:"Timezone"})," and ",(0,i.jsx)(n.strong,{children:"Date Format"})," according to your regional preferences.",(0,i.jsx)(n.br,{}),"\n","These settings are reflected in:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Document Completion Certificates"}),"\n",(0,i.jsx)(n.li,{children:"Signing Logs"}),"\n",(0,i.jsx)(n.li,{children:"Webhooks"}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"-date-format",children:"\ud83d\udcc5 Date Format"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"The selected date format will be applied by default to the date widget if no specific format is chosen during document creation."}),"\n",(0,i.jsx)(n.li,{children:"This default format also applies in all API flows."}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"-time-format",children:"\ud83d\udd52 Time Format"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Supports ",(0,i.jsx)(n.strong,{children:"12-hour"})," and ",(0,i.jsx)(n.strong,{children:"24-hour"})," formats."]}),"\n",(0,i.jsx)(n.li,{children:"Affects timestamps in certificates, logs, and webhooks."}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{src:"https://github.com/user-attachments/assets/5bb9ad1a-f3c7-4b6e-9469-1bb003e1eec0",alt:"Preferences setup"})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-ltv-enabled-signatures",children:"\ud83e\uddea LTV-Enabled Signatures"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"LTV (Long-Term Validation)"})," ensures that signatures remain valid and verifiable even after certificates expire or are revoked."]}),"\n",(0,i.jsx)(n.h3,{id:"-key-features",children:"\ud83d\udd10 Key Features:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Embeds certificate chain"}),"\n",(0,i.jsx)(n.li,{children:"Includes CRLs and OCSP responses"}),"\n",(0,i.jsx)(n.li,{children:"Enables offline verification"}),"\n",(0,i.jsxs)(n.li,{children:["Complies with PDF standards like ",(0,i.jsx)(n.strong,{children:"PAdES"})]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"-why-it-matters",children:"\ud83d\udccc Why It Matters:"}),"\n",(0,i.jsx)(n.p,{children:"Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable."}),"\n",(0,i.jsx)(n.h3,{id:"-use-cases",children:"\u2705 Use Cases:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Legal Contracts"}),"\n",(0,i.jsx)(n.li,{children:"Financial or Medical Records"}),"\n",(0,i.jsx)(n.li,{children:"Long-term archiving requirements"}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-email-templates",children:"\ud83d\udce7 Email Templates"}),"\n",(0,i.jsxs)(n.p,{children:["In the ",(0,i.jsx)(n.strong,{children:"Preferences > Email"})," tab, users can customize email templates to personalize communication with signers and stakeholders.",(0,i.jsx)(n.br,{}),"\n","This feature helps maintain brand consistency and enhances engagement throughout the signing workflow."]}),"\n",(0,i.jsxs)(n.p,{children:["\ud83d\udc49 ",(0,i.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates",children:"\ud83d\udcc4 Step-by-step guide to setting up custom email templates"})]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," The custom email templates feature is only available on the ",(0,i.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,i.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-security",children:"\ud83d\udd12 Security"}),"\n",(0,i.jsxs)(n.p,{children:["The ",(0,i.jsx)(n.strong,{children:"Security"})," tab in OpenSign (found under ",(0,i.jsx)(n.strong,{children:"Settings > Preferences > Security"}),") allows users to manage key authentication methods to protect their account access."]}),"\n",(0,i.jsx)(n.h3,{id:"-features-available",children:"\ud83e\udde9 Features Available:"}),"\n",(0,i.jsx)(n.h4,{id:"-two-factor-authentication-2fa",children:"\u2705 Two-Factor Authentication (2FA)"}),"\n",(0,i.jsx)(n.p,{children:"Enhance your account security by enabling 2FA. Once activated, you'll enter a time-based code from an authenticator app each time you log in."}),"\n",(0,i.jsx)(n.h4,{id:"\ufe0f-passkey-authentication",children:"\ud83d\udee1\ufe0f Passkey Authentication"}),"\n",(0,i.jsxs)(n.p,{children:["Passkeys offer a ",(0,i.jsx)(n.strong,{children:"passwordless"}),", ",(0,i.jsx)(n.strong,{children:"phishing-resistant"})," login experience using your device\u2019s built-in security features such as fingerprint, Face ID, or PIN."]}),"\n",(0,i.jsxs)(n.p,{children:["\ud83d\udc49 For full details on setting up ",(0,i.jsx)(n.strong,{children:"Two-Factor Authentication (2FA)"})," and ",(0,i.jsx)(n.strong,{children:"Passkey Authentication"}),":",(0,i.jsx)(n.br,{}),"\n",(0,i.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement",children:"\ud83d\udd12 View Security Setup Guide"})]}),"\n",(0,i.jsxs)(n.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,i.jsx)(n.strong,{children:(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/cd2b86eb.c6903d64.js b/assets/js/cd2b86eb.c6903d64.js new file mode 100644 index 000000000..e08fe15ce --- /dev/null +++ b/assets/js/cd2b86eb.c6903d64.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[6505],{28453:(e,t,n)=>{n.d(t,{R:()=>r,x:()=>l});var s=n(96540);const i={},a=s.createContext(i);function r(e){const t=s.useContext(a);return s.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function l(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:r(e.components),s.createElement(a.Provider,{value:t},e.children)}},61558:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>c,contentTitle:()=>l,default:()=>h,frontMatter:()=>r,metadata:()=>s,toc:()=>d});const s=JSON.parse('{"id":"help/Settings/Teams","title":"Manage Teams","description":"The Teams feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration.","source":"@site/docs/help/Settings/Teams.md","sourceDirName":"help/Settings","slug":"/help/Settings/Teams","permalink":"/docs/help/Settings/Teams","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Teams.md","tags":[],"version":"current","sidebarPosition":5,"frontMatter":{"sidebar_position":5,"title":"Manage Teams"},"sidebar":"tutorialSidebar","previous":{"title":"Preferences","permalink":"/docs/help/Settings/Preferences"},"next":{"title":"Manage users","permalink":"/docs/help/Settings/manage-users"}}');var i=n(74848),a=n(28453);const r={sidebar_position:5,title:"Manage Teams"},l="\ud83d\udc65 Teams Management in OpenSign",c={},d=[{value:"\ud83e\udded How to Access the Teams Page",id:"-how-to-access-the-teams-page",level:2},{value:"\ud83d\udccb Teams Overview",id:"-teams-overview",level:2},{value:"\u2795 Adding a New Team",id:"-adding-a-new-team",level:2},{value:"\ud83d\udd8a\ufe0f Editing an Existing Team",id:"\ufe0f-editing-an-existing-team",level:2},{value:"\ud83c\udf10 Where You Can Use the Teams",id:"-where-you-can-use-the-teams",level:2},{value:"\ud83d\udeab Deactivating a Team",id:"-deactivating-a-team",level:2},{value:"\u2139\ufe0f Notes",id:"\u2139\ufe0f-notes",level:2}];function o(e){const t={a:"a",blockquote:"blockquote",em:"em",h1:"h1",h2:"h2",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,a.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.header,{children:(0,i.jsx)(t.h1,{id:"-teams-management-in-opensign",children:"\ud83d\udc65 Teams Management in OpenSign"})}),"\n",(0,i.jsxs)(t.p,{children:["The ",(0,i.jsx)(t.strong,{children:"Teams"})," feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration."]}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"-how-to-access-the-teams-page",children:"\ud83e\udded How to Access the Teams Page"}),"\n",(0,i.jsxs)(t.ol,{children:["\n",(0,i.jsx)(t.li,{children:"Log in to your OpenSign account."}),"\n",(0,i.jsxs)(t.li,{children:["In the left-hand sidebar, navigate to ",(0,i.jsx)(t.strong,{children:"Settings \u2192 Teams"}),"."]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"436",alt:"Navigate-to-Teams",src:"https://github.com/user-attachments/assets/2e292fc2-83b9-41b4-b133-451286744547"}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"-teams-overview",children:"\ud83d\udccb Teams Overview"}),"\n",(0,i.jsx)(t.p,{children:"On the Teams page, you'll see a list of all existing teams. 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Can I test all webhook events in the Sandbox?",id:"3-can-i-test-all-webhook-events-in-the-sandbox",level:3},{value:"\ud83d\udcac Need Help?",id:"-need-help",level:2}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",img:"img",li:"li",p:"p",pre:"pre",strong:"strong",ul:"ul",...(0,i.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"-webhook",children:"\ud83d\udd01 Webhook"})}),"\n",(0,t.jsx)(n.h2,{id:"-what-is-a-webhook",children:"\ud83d\udd14 What is a Webhook?"}),"\n",(0,t.jsxs)(n.p,{children:["A ",(0,t.jsx)(n.strong,{children:"webhook"})," allows one system (like OpenSign) to automatically send real-time data or notifications to another system (like your server) when a specific event occurs."]}),"\n",(0,t.jsxs)(n.p,{children:["Think of it as a ",(0,t.jsx)(n.strong,{children:"push notification for your backend"})," \u2014 instead of continuously checking for updates (polling), a webhook pushes data to your endpoint ",(0,t.jsx)(n.strong,{children:"as soon as an event happens"}),"."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-simple-example",children:"\ud83e\udde0 Simple Example"}),"\n",(0,t.jsx)(n.p,{children:"Suppose you're using OpenSign to collect eSignatures:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["When someone ",(0,t.jsx)(n.strong,{children:"signs a document"}),", OpenSign triggers a ",(0,t.jsx)(n.strong,{children:"POST request"})," to your server."]}),"\n",(0,t.jsx)(n.li,{children:"The request includes data such as the document ID, signer email, and signature status."}),"\n",(0,t.jsx)(n.li,{children:"Your server can then process this information \u2014 for example, update your CRM, trigger a workflow, or send a confirmation email."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-how-to-add-a-webhook-in-opensign",children:"\ud83e\udded How to Add a Webhook in OpenSign"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using your credentials.",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.strong,{children:"Step 2:"})," Navigate to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Webhook"}),"."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/6b069b6c-d2b7-408b-b7c9-7fbeb55d6c98",alt:"Navigate to Add Webhook"})}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 3:"})," Click ",(0,t.jsx)(n.strong,{children:"Add Webhook"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["A popup will appear. Enter your ",(0,t.jsx)(n.strong,{children:"Webhook URL"})," and click ",(0,t.jsx)(n.strong,{children:"Yes"})," to save it."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," To enable ",(0,t.jsx)(n.strong,{children:"Live Webhook"})," support, you must upgrade to a ",(0,t.jsx)(n.strong,{children:"paid plan"})," \u2014 either the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Teams"})," plan."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/ff68b255-a6e6-4a7d-9cef-6dd9e3b6d4e4",alt:"Add Webhook"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-sandbox-webhook",children:"\ud83e\uddea Sandbox Webhook"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["You can also add webhook for the ",(0,t.jsx)(n.strong,{children:"Sandbox"})," environment on the same page."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sandbox webhook"})," are available on all plans, including the ",(0,t.jsx)(n.strong,{children:"Free"})," plan, and are ideal for development and testing."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Caution:"})," Avoid sending sensitive or confidential data to the Sandbox environment."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udcd8 ",(0,t.jsx)(n.strong,{children:"API Reference:"}),(0,t.jsx)(n.br,{}),"\n","You can also manage your webhooks via our API.",(0,t.jsx)(n.br,{}),"\n","See the API documentation here: ",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/API-docs/save-update-webhook",children:"Save/Update Webhook API"})]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-supported-webhook-events",children:"\ud83d\udccb Supported Webhook Events"}),"\n",(0,t.jsx)(n.p,{children:"OpenSign sends event notifications to your 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Enter your ",(0,t.jsx)(n.strong,{children:"Webhook URL"})," and click ",(0,t.jsx)(n.strong,{children:"Yes"})," to save it."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," To enable ",(0,t.jsx)(n.strong,{children:"Live Webhook"})," support, you must upgrade to a ",(0,t.jsx)(n.strong,{children:"paid plan"})," \u2014 either the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Teams"})," plan."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/ff68b255-a6e6-4a7d-9cef-6dd9e3b6d4e4",alt:"Add Webhook"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-sandbox-webhook",children:"\ud83e\uddea Sandbox Webhook"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["You can also add webhook for the ",(0,t.jsx)(n.strong,{children:"Sandbox"})," environment on the same page."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sandbox webhook"})," are available on all plans, including the ",(0,t.jsx)(n.strong,{children:"Free"})," plan, and are ideal for development and testing."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Caution:"})," Avoid sending sensitive or confidential data to the Sandbox environment."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udcd8 ",(0,t.jsx)(n.strong,{children:"API Reference:"}),(0,t.jsx)(n.br,{}),"\n","You can also manage your webhooks via our API.",(0,t.jsx)(n.br,{}),"\n","See the API documentation here: ",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/API-docs/save-update-webhook",children:"Save/Update Webhook API"})]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-supported-webhook-events",children:"\ud83d\udccb Supported Webhook Events"}),"\n",(0,t.jsx)(n.p,{children:"OpenSign sends event notifications to your configured webhook URL when any of the following actions occur:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Document Created"})," \u2013 A document is created."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Document Viewed"})," \u2013 A signer viewed the document."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Document Signed"})," \u2013 A signer signed the document."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Document Completed"})," \u2013 All required signatures are completed."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Document Revoked or Declined"})," \u2013 The document was revoked or declined."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["Each notification is sent as a ",(0,t.jsx)(n.strong,{children:"POST request"})," with a ",(0,t.jsx)(n.strong,{children:"JSON payload"})," containing relevant event data."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.h3,{id:"-example-payload-document-created",children:["\ud83d\udd0d Example Payload: ",(0,t.jsx)(n.code,{children:"Document Created"})]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-json",children:'{\n "event": "created",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/851de61f62b60a1f62e03232464fa4bf_81wV17MTebsrRoov.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n }\n ],\n "createdAt": "Fri, 16 May 2025 15:02:42 IST"\n}\n'})}),"\n",(0,t.jsxs)(n.h3,{id:"-example-payload-document-viewed",children:["\ud83d\udd0d Example Payload: ",(0,t.jsx)(n.code,{children:"Document Viewed"})]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-json",children:'{\n "event": "viewed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/851de61f62b60a1f62e03232464fa4bf_81wV17MTebsrRoov.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n }\n ],\n "viewedBy": "peter.mark1093@gmail.com",\n "viewedAt": "Fri, 16 May 2025 16:18:16 IST",\n "createdAt": "Fri, 16 May 2025 15:02:28 IST"\n}\n'})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.h3,{id:"-example-payload-document-signed",children:["\ud83d\udd0d Example Payload: ",(0,t.jsx)(n.code,{children:"Document Signed"})]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-json",children:'{\n "event": "signed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/bc2eb56cc9d29a5f222e4a4b5dbbcfbf_signed_sample_test_doc_4858.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signer": {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n },\n "signedAt": "Fri, 16 May 2025 16:18:34 GMT+5:30",\n "createdAt": "Fri, 16 May 2025 15:02:28 GMT+5:30"\n}\n'})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.h3,{id:"-example-payload-document-completed",children:["\ud83d\udd0d Example Payload: ",(0,t.jsx)(n.code,{children:"Document Completed"})]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-json",children:'{\n "event": "completed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/bc2eb56cc9d29a5f222e4a4b5dbbcfbf_signed_sample_test_doc_4858.pdf?...",\n "certificate": 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"",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "9283784545554"\n }\n ],\n "declinedBy": "peter.mark1093@gmail.com",\n "declinedReason": "Invalid date format used.",\n "declinedAt": "Fri, 16 May 2025 16:25:38 IST",\n "createdAt": "Fri, 16 May 2025 16:24:28 IST"\n}\n'})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-frequently-asked-questions",children:"\u2753 Frequently Asked Questions"}),"\n",(0,t.jsx)(n.h3,{id:"1-what-is-the-opensign-sandbox-environment",children:"1. What is the OpenSign Sandbox environment?"}),"\n",(0,t.jsx)(n.p,{children:"The Sandbox is a testing environment designed for developers to safely experiment with OpenSign APIs and workflows. It mirrors the live environment but with testing limitations."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"2-can-i-use-my-live-webhook-in-the-sandbox",children:"2. Can I use my Live Webhook in the Sandbox?"}),"\n",(0,t.jsxs)(n.p,{children:["No. ",(0,t.jsx)(n.strong,{children:"Live Webhooks do not work"})," in the Sandbox environment. You must configure a separate webhook specifically for Sandbox testing."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"3-can-i-test-all-webhook-events-in-the-sandbox",children:"3. Can I test all webhook events in the Sandbox?"}),"\n",(0,t.jsxs)(n.p,{children:["Yes. The Sandbox environment supports all event types, including ",(0,t.jsx)(n.code,{children:"created"}),", ",(0,t.jsx)(n.code,{children:"viewed"}),", ",(0,t.jsx)(n.code,{children:"signed"}),", ",(0,t.jsx)(n.code,{children:"completed"}),", and ",(0,t.jsx)(n.code,{children:"revoked/declined"}),".",(0,t.jsx)(n.br,{}),"\n","However, some behaviors may be simulated for testing purposes."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-need-help",children:"\ud83d\udcac Need Help?"}),"\n",(0,t.jsxs)(n.p,{children:["If you need help testing your webhook or integrating it into your application, feel free to reach out to our support team at ",(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Happy signing with OpenSign\u2122!"})})]})}function h(e={}){const{wrapper:n}={...(0,i.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/e92d0461.b2ebdef8.js b/assets/js/e92d0461.80411c1c.js similarity index 61% rename from assets/js/e92d0461.b2ebdef8.js rename to assets/js/e92d0461.80411c1c.js index d05f2396c..944767f12 100644 --- a/assets/js/e92d0461.b2ebdef8.js +++ b/assets/js/e92d0461.80411c1c.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[7068],{33495:e=>{e.exports=JSON.parse('{"categoryGeneratedIndex":{"title":"FAQs","description":"FAQs on Utilizing Various Features of OpenSign\u2122 - The World\'s Leading Free & Open Source Document Signing Platform.","slug":"/category/faqs","permalink":"/docs/category/faqs","sidebar":"tutorialSidebar","navigation":{"previous":{"title":"Manage users","permalink":"/docs/help/Settings/manage-users"},"next":{"title":"Why is there no dropdown list when I sign a document myself?","permalink":"/docs/help/FAQs/"}}}}')}}]); \ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[7068],{33495:e=>{e.exports=JSON.parse('{"categoryGeneratedIndex":{"title":"FAQs","description":"FAQs on Utilizing Various Features of OpenSign\u2122 - The World\'s Leading Free & Open Source Document Signing Platform.","slug":"/category/faqs","permalink":"/docs/category/faqs","sidebar":"tutorialSidebar","navigation":{"previous":{"title":"SecurityManagement","permalink":"/docs/help/Settings/SecurityManagement"},"next":{"title":"Why is there no dropdown list when I sign a document myself?","permalink":"/docs/help/FAQs/"}}}}')}}]); \ No newline at end of file diff --git a/assets/js/main.05214de3.js b/assets/js/main.ebc05d46.js similarity index 57% rename from assets/js/main.05214de3.js rename to assets/js/main.ebc05d46.js index 7f71bb06f..377830338 100644 --- a/assets/js/main.05214de3.js +++ b/assets/js/main.ebc05d46.js @@ -1,2 +1,2 @@ -/*! 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