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files changed, 202 insertions(+), 153 deletions(-) create mode 100644 assets/js/1f7895dc.68f60941.js delete mode 100644 assets/js/1f7895dc.c1033d93.js create mode 100644 assets/js/5e1bb91e.c48fddc9.js delete mode 100644 assets/js/5e1bb91e.c63bec71.js rename assets/js/{cf03142d.05393161.js => cf03142d.49f86803.js} (98%) rename assets/js/{runtime~main.2ec4f621.js => runtime~main.17ef34ae.js} (98%) diff --git a/404.html b/404.html index 0e84d4e3a..40eb9be67 100644 --- a/404.html +++ b/404.html @@ -5,7 +5,7 @@ Page Not Found | OpenSign™ - + diff --git a/assets/js/1f7895dc.68f60941.js b/assets/js/1f7895dc.68f60941.js new file mode 100644 index 000000000..26c163134 --- /dev/null +++ b/assets/js/1f7895dc.68f60941.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[9858],{28453:(e,n,t)=>{t.d(n,{R:()=>r,x:()=>o});var i=t(96540);const s={},l=i.createContext(s);function r(e){const n=i.useContext(l);return 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(days)",id:"time-to-complete-days",level:3},{value:"BCC",id:"bcc",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"Allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Step 3: Save Template",id:"step-3-save-template",level:3},{value:"Step 4: Bulk Send from Manage Templates",id:"step-4-bulk-send-from-manage-templates",level:3},{value:"Step 5: Signers Signing Process",id:"step-5-signers-signing-process",level:3},{value:"Step 6: Finalizing the Process:",id:"step-6-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"how-to-use-the-opensign-quick-send-feature-to-send-a-document-for-signature-using-a-template",children:"How to use the OpenSign Quick Send feature to send a document for signature using a template"})}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/143a752c-1ee3-4424-afe4-65922b71ddbb"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the Dropbox icon to select the document file from your Dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder-feature-only-available-for-subscribed-users",children:"Auto reminder (feature only available for subscribed users)"}),"\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:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"time-to-complete-days",children:"Time to complete (days)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8]"})," You can specify the number of days within which the document must be signed. For example, if you set the expiration period to 15 days, the created document will remain available for signing for 15 days from the date of creation. After this period, the document will expire, and the signer will no longer be able to sign it."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"bcc",children:"BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10] Enable OTP Verification"})," :"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.\nNote: This feature is available exclusively on paid plans.'}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[11]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"Allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[13]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/cad2a0ee-c3be-4569-a5ae-d1114ea6a853"}),"\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:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"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.']}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-save-template",children:"Step 3: Save Template"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,s.jsx)(n.p,{children:"After creating a template, a \u201cCreate Document\u201d popup will appear with the prompt:\n\u201cWhat would you like to do with the template you just created?\u201d"}),"\n",(0,s.jsx)(n.p,{children:"You\u2019ll be presented with the following options: Use Template, Bulk Send, Embed, and Copy Public URL."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Click Bulk Send to open a popup for selecting signers."}),"\n",(0,s.jsx)(n.li,{children:"Assign signers to the roles displayed in the popup. You can create multiple documents by clicking the Add New button to add more signers. Once all signers are added, click Send."}),"\n",(0,s.jsx)(n.li,{children:"Request signature emails will be sent to the respective signers, and the documents will be created and listed under the In Progress Documents report."}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-4-bulk-send-from-manage-templates",children:"Step 4: Bulk Send from Manage Templates"}),"\n",(0,s.jsx)(n.p,{children:"For faster processing, the Bulk Send feature allows you to swiftly create and send a document to a signer using the selected template."}),"\n",(0,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/8eed5a30-8f67-4b58-bc3d-2a8fed9a1299"}),"\n",(0,s.jsx)(n.p,{children:"How to Send the Document:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Click the Bulk Send button next to the template in the list."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"A popup will open where you can assign signers to each role by simply adding their email addresses."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"If you need to create multiple documents, click the Add New button."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request."}),"\n",(0,s.jsx)(n.h3,{id:"step-5-signers-signing-process",children:"Step 5: Signers Signing Process"}),"\n",(0,s.jsx)(n.p,{children:"\ud83d\udd39 Enable OTP Verification: No\nIf OTP verification is set to No, the signer can access and sign the document directly without email verification.\nOnce the signer clicks the signature request link received via email, the document will load immediately, allowing them to sign without entering any OTP."}),"\n",(0,s.jsx)(n.p,{children:"\ud83d\udd39 Enable OTP Verification: Yes\nIf OTP verification is enabled, the signer must complete email verification before signing.\nAfter receiving the email, the signer should click the \u2018Sign Here\u2019 button. This will open the email verification screen.\nClick \u2018Get Verification Code\u2019 to receive an OTP via email. Enter the OTP into the textbox and click \u2018Verify\u2019. Once verified, the document will open and the signer can proceed to sign."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(n.h3,{id:"step-6-finalizing-the-process",children:"Step 6: Finalizing the Process:"}),"\n",(0,s.jsx)(n.p,{children:"To sign the document, the signer simply clicks on the signature widget, which provides options to draw, upload a scanned signature, or type their name."}),"\n",(0,s.jsx)(n.p,{children:"After completing all assigned fields, the signer should click the \u2018Finish\u2019 button."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"If the signer is the final signer, they will have the option to download or print the signed document along with the completion certificate."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"If there are multiple signers, the document will automatically be forwarded to the next signer. Once all signers have completed their signatures, each signer will be able to download and print the final signed document and completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(n.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(n.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n",(0,s.jsx)(n.li,{children:"Bulk Send is available exclusively with paid plans."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!write"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/1f7895dc.c1033d93.js b/assets/js/1f7895dc.c1033d93.js deleted file mode 100644 index 11f1b61c3..000000000 --- a/assets/js/1f7895dc.c1033d93.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[9858],{28453:(e,t,n)=>{n.d(t,{R:()=>r,x:()=>o});var i=n(96540);const s={},l=i.createContext(s);function r(e){const t=i.useContext(l);return i.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function o(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:r(e.components),i.createElement(l.Provider,{value:t},e.children)}},62290:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>i,toc:()=>d});const i=JSON.parse('{"id":"help/Templates/quick-send","title":"Quickly Send the Document for Signature Using Template","description":"Step 1: Begin New Template Creation","source":"@site/docs/help/Templates/quick-send.md","sourceDirName":"help/Templates","slug":"/help/Templates/quick-send","permalink":"/docs/help/Templates/quick-send","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/quick-send.md","tags":[],"version":"current","sidebarPosition":3,"frontMatter":{"sidebar_position":3,"title":"Quickly Send the Document for Signature Using Template"},"sidebar":"tutorialSidebar","previous":{"title":"Use template to create documents","permalink":"/docs/help/Templates/use-template"},"next":{"title":"Setting up an OpenSign template for public signing","permalink":"/docs/help/Templates/publicTemplate"}}');var s=n(74848),l=n(28453);const r={sidebar_position:3,title:"Quickly Send the Document for Signature Using Template"},o="How to use the OpenSign Quick Send feature to send a document for signature using a template",a={},d=[{value:"Step 1: Begin New Template Creation",id:"step-1-begin-new-template-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Template Details",id:"step-3-entering-template-details",level:3},{value:"Step 4: Set the sending order",id:"step-4-set-the-sending-order",level:3},{value:"Step 5: Auto reminder (feature only available for the subscribed user)",id:"step-5-auto-reminder-feature-only-available-for-the-subscribed-user",level:3},{value:"Step 6: Proceed to Template Creation Panel",id:"step-6-proceed-to-template-creation-panel",level:3},{value:"Step 7: Template creation",id:"step-7-template-creation",level:3},{value:"Step 8: Save Template",id:"step-8-save-template",level:3},{value:"Step 9: Viewing and Managing Templates",id:"step-9-viewing-and-managing-templates",level:3},{value:"Step 10: Quick Send",id:"step-10-quick-send",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 11: Email OTP verification",id:"step-11-email-otp-verification",level:3},{value:"Step 12: Finalizing the Process:",id:"step-12-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"how-to-use-the-opensign-quick-send-feature-to-send-a-document-for-signature-using-a-template",children:"How to use the OpenSign Quick Send feature to send a document for signature using a template"})}),"\n",(0,s.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,s.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[3] Title"})," ",(0,s.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-5-auto-reminder-feature-only-available-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only available for the subscribed user)"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"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.']}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[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."]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,s.jsxs)(t.p,{children:["After doing so, a \u201cCreate Document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d\n",(0,s.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created.\n",(0,s.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(t.h3,{id:"step-9-viewing-and-managing-templates",children:"Step 9: Viewing and Managing Templates"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/86bf3628-987d-4ae2-89c3-b24ec1f6bdc2"}),"\n",(0,s.jsx)(t.p,{children:'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. You\u2019ll also find actions like "Use Template," "Quick Send," "Edit," "Delete," and more.'}),"\n",(0,s.jsx)(t.h3,{id:"step-10-quick-send",children:"Step 10: Quick Send"}),"\n",(0,s.jsx)(t.p,{children:"For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template."}),"\n",(0,s.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/02334ff3-eab6-4a11-aba2-d95a5cba2935"}),"\n",(0,s.jsx)(t.p,{children:"How to Send the Document:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Click the Quick Send button next to the template in the list."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"A popup will open where you can assign signers to each role by simply adding their email addresses."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If you need to create multiple documents, click the Add New button."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:"After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request."}),"\n",(0,s.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(t.h3,{id:"step-11-email-otp-verification",children:"Step 11: Email OTP verification"}),"\n",(0,s.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(t.h3,{id:"step-12-finalizing-the-process",children:"Step 12: Finalizing the Process:"}),"\n",(0,s.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. 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This will remove the contact from your Contactbook. A confirmation prompt may appear to prevent accidental deletions."]}),"\n"]})]})}function h(t={}){const{wrapper:n}={...(0,s.R)(),...t.components};return n?(0,c.jsx)(n,{...t,children:(0,c.jsx)(d,{...t})}):d(t)}},28453:(t,n,e)=>{e.d(n,{R:()=>a,x:()=>i});var o=e(96540);const c={},s=o.createContext(c);function a(t){const n=o.useContext(s);return o.useMemo((function(){return"function"==typeof t?t(n):{...n,...t}}),[n,t])}function i(t){let n;return n=t.disableParentContext?"function"==typeof t.components?t.components(c):t.components||c:a(t.components),o.createElement(s.Provider,{value:n},t.children)}}}]); \ No newline at end of file diff --git a/assets/js/cf03142d.05393161.js b/assets/js/cf03142d.49f86803.js similarity index 98% rename from assets/js/cf03142d.05393161.js rename to assets/js/cf03142d.49f86803.js index ffea87132..f87d55b3d 100644 --- a/assets/js/cf03142d.05393161.js +++ b/assets/js/cf03142d.49f86803.js @@ -1 +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. 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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. 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. 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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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+++ 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 6a9e29986..7ced2e508 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 947b8b99d..123e88b4f 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 07167c6dc..186986c6b 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 a0d1c9068..d411a0f8a 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 9afd104af..49c14b8bf 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 e9f7a45ce..9e1b9a7eb 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 a931aa7a8..fe6e3b8fb 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 1fcba9c95..5adc985d4 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 9b32987d0..ddcc7e05f 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 a61915e00..85f7ba479 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 d38782154..c461910f8 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 fb981b132..aba64b4ad 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 dff719c35..74b512475 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 cc3037841..10b9941a7 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 d192b664a..46e4bf72c 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 3fd9aeb78..0aaafd0ab 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 b10202e1b..ec60d765e 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 09a1e0132..b7e749c05 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 2d261191e..8b6f3fe02 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 0fbe6032e..cd4eefd2a 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 08c42c6e2..6921395d0 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 c9868aa5c..af637ed6a 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 4ca0bdb73..0ec8eb004 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 0fbb3df0c..49f0f9d13 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 d7b479214..69df10256 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 b132679fb..9c02c95a6 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 22d6010bd..03bd2f243 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 359b1e5d7..b05f92508 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 1c35a5819..39f5c1efd 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 f1c6d811d..9dba8ce23 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 ecf988a9f..f92715c48 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 b7b3486d9..e86fa15bd 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 b612b461c..3071ff520 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 ae10503fd..13bde90da 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 a156554d5..e8d816c3b 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 64b836532..43a79fa64 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 ecf8dd135..01e6e5c96 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 db1b4cc8c..e017b4dbd 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 d69a6c6bc..02228680e 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 33afd177c..26813b026 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 0fc3926ba..76ce606a0 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 bf7ad1ab9..d499c7c2e 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 877dde847..d78e719a9 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 22d005b68..00e64c2c1 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 fa2278d5d..1d1e24169 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 a94741c24..387203487 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 caa9ed2f1..79c7bfe54 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 80fea3fd3..ca3fef62f 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 3f3c84a1c..970415d45 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 363cac6fd..d56c7f2d1 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 d1eed38cc..b579e46a2 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 df28503de..a29cea2c6 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 96430ab70..b06226463 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 7250f3a02..c6cf64478 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 824786796..253907d46 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 70e8efea0..07335456f 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 bf7c67ab4..045530eaa 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 35b811a77..5dff48777 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 0f697453c..76676f267 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 76e1af99c..9133c9799 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 bad1faf2e..7fc530cfa 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 b9dc5a83d..a0ccb4184 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 98e593ac0..b807b0ea7 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 6fdd7c631..098a91c13 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 548b57ba3..739bb2b34 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 a84107dc8..713e8f8dd 100644 --- a/docs/help/Reports/completed/index.html +++ b/docs/help/Reports/completed/index.html @@ -5,7 +5,7 @@ Completed | OpenSign™ - + diff --git a/docs/help/Reports/contactbook/index.html b/docs/help/Reports/contactbook/index.html index aaf002556..4702c6b97 100644 --- a/docs/help/Reports/contactbook/index.html +++ b/docs/help/Reports/contactbook/index.html @@ -5,7 +5,7 @@ Contactbook | OpenSign™ - + @@ -18,30 +18,28 @@
  • Navigate to the left sidebar.
  • Click on the Contactbook link under the Documents section.
    • -Add contact +Add contact

    Understanding the Contactbook report​

    Adding a New Contact:​

    To add a new contact, click the red plus (+) button located at the top-right corner of the Contactbook page. This will open a pop-up where you can enter the contact’s name, email, and phone number.

    The Contactbook page displays a list of contacts with the following columns:

      -
    • -

      Sr.No: A sequential number for each contact.

      -
      • -
    • -

      Name: The contact's name.

      -
      • -
    • -

      Email: The contact’s email address.

      -
      • -
    • -

      Phone: The contact’s phone number (if available).

      -contactbook -
      • +
    • Sr.No: A sequential number for each contact.
      • +
    • Name: The contact's name.
      • +
    • Email: The contact’s email address.
      • +
    • Phone: The contact’s phone number (if available).
    +

    Import contacts:​

    +

    OpenSign provides the feature to import contacts in bulk using an Excel or CSV file. +Click the Import button located at the top-right corner. A popup will appear allowing you to upload your file. You can also download a sample file, add your contacts to it, and then upload it. +Once imported, the contacts will be added to your list. Duplicate entries—based on email ID—will be skipped automatically.

    +Improt contacts

    Action buttons​

      +
    • Edit: To edit a contact, click the pencil icon next to the contact’s details. This will allow you to modify and update the contact information.
      • +
    • Delete: To delete a contact, click on the trash icon located next to the contact’s details. This will remove the contact from your Contactbook. A confirmation prompt may appear to prevent accidental deletions.
      • -
    +
    \ No newline at end of file diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html index fb8d7c25f..abb0f7a7b 100644 --- a/docs/help/Reports/declined/index.html +++ b/docs/help/Reports/declined/index.html @@ -5,7 +5,7 @@ Declined | OpenSign™ - + diff --git a/docs/help/Reports/drafts/index.html b/docs/help/Reports/drafts/index.html index 698a846da..66f85ee7d 100644 --- a/docs/help/Reports/drafts/index.html +++ b/docs/help/Reports/drafts/index.html @@ -5,7 +5,7 @@ Drafts | OpenSign™ - + diff --git a/docs/help/Reports/expired/index.html b/docs/help/Reports/expired/index.html index 209eb607c..d2ba8fdf2 100644 --- a/docs/help/Reports/expired/index.html +++ b/docs/help/Reports/expired/index.html @@ -5,7 +5,7 @@ Expired | OpenSign™ - + diff --git a/docs/help/Reports/in-progress/index.html b/docs/help/Reports/in-progress/index.html index f1c5d03ae..0a7ed00a4 100644 --- a/docs/help/Reports/in-progress/index.html +++ b/docs/help/Reports/in-progress/index.html @@ -5,7 +5,7 @@ In Progress | OpenSign™ - + @@ -77,7 +77,7 @@

    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 +resend document

    • Save as template: This option allows the user to save the current document as a reusable template. diff --git a/docs/help/Reports/need-your-sign/index.html b/docs/help/Reports/need-your-sign/index.html index ef78257a3..472588cb7 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 504c45fbe..7f1879d28 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 3b3b14efb..6b92db086 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 541856b31..e6722b875 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 0426849ef..26d2839b5 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 403c8ffbb..640d1c2bb 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 2aee25789..a211402f7 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 5b7d62174..07b82daf2 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 3c9d117cb..bfc96f497 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 20481ef2d..df38b2d36 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 397a4d32c..d31ca9d37 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 a4f4d7812..08c776c04 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 68a25d4d5..60447dcec 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 0c28599a3..58e1beda2 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™ - + @@ -14,19 +14,19 @@

      • Navigate to New template form: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.
      -Create Template -

      Step 2: Uploading Your Document​

      +Create Template +

      Uploading Your Document​

      • [1] Choose File: Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.
        • -
      • [2] Choose File from Dropbox: Click the dropbox icon to select the document file from your dropbox account.
        • +
      • [2] Choose File from Dropbox: Click the Dropbox icon to select the document file from your Dropbox account.
      -

      Step 3: Entering Template Details​

      +

      Entering Template Details​

      • [3] Title (Required): Provide a title for your template. For example, "Demo Custom Template."
      • [4] Description: Optionally add a description to give context or instructions regarding the template.
      • [5] Note: Optionally add a note to give context or instructions regarding the document.
      -

      Step 4: Set the sending order​

      +

      Set the sending order​

      • [6] Send in Order
          @@ -37,18 +37,61 @@ Select the option that best suits the needs of your document processing.
      -

      Step 5: Auto reminder (feature only available for the subscribed user)​

      +

      Auto reminder (feature only available for subscribed users)​

      +
        +
      • +

        [7] Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.

          -
        • [7] Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
        • Remind once in every (Days): Here, you can set the number of days for the reminder.
        -

        Step 6: Proceed to Template Creation Panel​

        +

        Note: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded.

        +
        • +
      +

      Time to complete (days)​

      +
        +
      • [8] You can specify the number of days within which the document must be signed. For example, if you set the expiration period to 15 days, the created document will remain available for signing for 15 days from the date of creation. After this period, the document will expire, and the signer will no longer be able to sign it.
        • +
      +

      BCC​

      +
        +
      • [9] The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses. +You can add multiple contacts in the BCC field to notify several recipients. +You can either: +Click "Add New" to enter a new email contact, or +Select from existing contacts using the dropdown list.
        • +
      +

      Security Setting​

      +
        +
      • [10] Enable OTP Verification :
        • +
      +

      If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process. +Note: This feature is available exclusively on paid plans.

      +

      Enable tour:​

      +
        +
      • [11] If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.
        • +
      +

      Notify on signatures:​

      +
        +
      • [12] If set to "Yes," the document owner will receive an email notification each signer completes their signature. +Note: This feature is available exclusively on paid plans.
        • +
      +

      Allow modifications:​

      +
        +
      • [13] If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells.
        • +
      +

      If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email.

      +

      Note: This feature is available exclusively on paid plans.

      +

      Redirect url:​

      +
        +
      • [14] After signing the document and upon its completion, the signer will be redirected to the specified URL.
        • +
      +

      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 7: Template creation​

      -Create Template +

      Step 2:​

      +

      Template creation​

      +Create Template

      • [1] Define Roles:

        @@ -76,21 +119,23 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more.
    -

    Step 8: Save Template​

    +

    Step 3: 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.” -If you select "Yes": It will create a document using the template you just created. -If you select "No": You will be redirected to the Manage templates form.

    -

    Step 9: Viewing and Managing Templates​

    -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. You’ll also find actions like "Use Template," "Quick Send," "Edit," "Delete," and more.

    -

    Step 10: Quick Send​

    -

    For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template.

    -Manage Template +

    After creating a template, a “Create Document” popup will appear with the prompt: +“What would you like to do with the template you just created?”

    +

    You’ll be presented with the following options: Use Template, Bulk Send, Embed, and Copy Public URL.

    +
      +
    • Click Bulk Send to open a popup for selecting signers.
      • +
    • Assign signers to the roles displayed in the popup. You can create multiple documents by clicking the Add New button to add more signers. Once all signers are added, click Send.
      • +
    • Request signature emails will be sent to the respective signers, and the documents will be created and listed under the In Progress Documents report.
      • +
    +

    Step 4: Bulk Send from Manage Templates​

    +

    For faster processing, the Bulk Send feature allows you to swiftly create and send a document to a signer using the selected template.

    +Manage Template

    How to Send the Document:

    • -

      Click the Quick Send button next to the template in the list.

      +

      Click the Bulk Send button next to the template in the list.

    • A popup will open where you can assign signers to each role by simply adding their email addresses.

      @@ -100,20 +145,25 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more.

    After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request.

    -

    Signers Signing Process​

    -

    Step 11: Email OTP verification​

    -

    Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer’s email address. Enter the received OTP into the verification textbox and click the 'Verify' button.

    +

    Step 5: Signers Signing Process​

    +

    🔹 Enable OTP Verification: No +If OTP verification is set to No, the signer can access and sign the document directly without email verification. +Once the signer clicks the signature request link received via email, the document will load immediately, allowing them to sign without entering any OTP.

    +

    🔹 Enable OTP Verification: Yes +If OTP verification is enabled, the signer must complete email verification before signing. +After receiving the email, the signer should click the ‘Sign Here’ button. This will open the email verification screen. +Click ‘Get Verification Code’ to receive an OTP via email. Enter the OTP into the textbox and click ‘Verify’. Once verified, the document will open and the signer can proceed to sign.

    OpenSign send OTP
    OpenSign verify otp
    -

    Step 12: Finalizing the Process:​

    -

    After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature.

    -

    After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,.

    +

    Step 6: Finalizing the Process:​

    +

    To sign the document, the signer simply clicks on the signature widget, which provides options to draw, upload a scanned signature, or type their name.

    +

    After completing all assigned fields, the signer should click the ‘Finish’ button.

    • -

      The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer.

      +

      If the signer is the final signer, they will have the option to download or print the signed document along with the completion certificate.

    • -

      If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate.

      +

      If there are multiple signers, the document will automatically be forwarded to the next signer. Once all signers have completed their signatures, each signer will be able to download and print the final signed document and completion certificate.

    OpenSignFinalStep @@ -122,8 +172,9 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more.
  • 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.
  • Signed documents can be accessed in the designated 'Root' folder or the one you have specified.
    • +
  • Bulk Send is available exclusively with paid plans.

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

    -

    Happy signing with OpenSign™!write

    +

    Happy signing with OpenSign™!write

    \ No newline at end of file diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 6deb4a3d1..a39672f75 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 0e15b27c9..8c5ee443d 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 257c81e1a..59453371f 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 09d858eed..3fa118f09 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 2fea1cf80..da8f3eb55 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 21403a2bf..964d604e8 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 c8e571385..fd7817502 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 cdb89637d..034b7dfb4 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 d35e8b6fd..ffb8ace34 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 8f6e3d0a6..6034c519a 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 dcef30672..3a840221d 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 f7a13bfc5..a839853e2 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 8fdd5d532..4705e986a 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 016590e02..f8b5626c7 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +