Merge pull request #2217 from pravinOpenSign/patch-75

Patch 75

docs/docs/help/New-Document/guestsigning.md

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+---
+sidebar_position: 7
+title: Guest signing flow
+---
+
+# Signer Signing Flow
+
+This guide explains how signers complete a document in OpenSign and how features such as **Duplicate Widget Name**, **Auto Sign**, and the **Image Widget** work during the signing process.
+
+---
+
+# Duplicate Widget Name
+
+The **Duplicate Widget Name** feature helps signers complete documents more efficiently by automatically populating widgets that share the same name.
+
+## How it works
+
+When multiple widgets of the **same type** have the **same widget name**, OpenSign treats them as linked fields.
+
+After the signer fills in one of these widgets, the entered value is automatically copied to all other widgets with the same widget name.
+
+### Example
+
+- Three **Text** widgets named `address`
+- Four **Email** widgets named `company_email`
+
+When the signer enters a value in the first widget, all remaining widgets with the same name are automatically updated.
+
+> **Note:** This feature does **not** apply to **Signature**, **Stamp**, or **Initials** widgets. These widgets use the **Auto Sign** feature instead. When clicked Auto Sign, completing the first Signature, Stamp, or Initials widget automatically fills all remaining matching widgets.
+
+## Supported Widgets
+
+Duplicate Widget Name is supported for the following widget types:
+
+- Name
+- Job Title
+- Company
+- Email
+- Text
+
+> **Important:** Widgets are linked only when both the **widget type** and the **widget name** are identical.
+
+## Unsupported Widgets
+
+Duplicate Widget Name is **not** supported for the following widget types:
+
+- Number
+- Date
+- Checkbox
+- Radio Button
+- Dropdown
+- Cells
+- Attachment
+
+Although you can assign the same widget name to these widgets while creating a document, they behave **independently** during the signing process.
+
+### Example
+
+Suppose a document contains two **Date** widgets with the same widget name, `agreement_date`.
+
+When the signer selects a date in the first Date widget, the selected value is **not** copied to the second Date widget. Each Date widget must be completed individually.
+
+The same behavior applies to all unsupported widget types listed above.
+
+---
+
+# Auto Sign
+
+The **Auto Sign** feature allows signers to complete **Signature**, **Stamp**, or **Initials** only once. After the first widget is completed, OpenSign automatically fills all other matching widgets where **Auto Sign** is enabled.
+
+This reduces repetitive actions and speeds up the signing process.
+
+## Signature Widget
+
+When **Auto Sign** is enabled:
+
+1. Click the first Signature widget.
+2. Create the signature by:
+   - Drawing
+   - Typing
+   - Uploading
+   - Selecting a previously saved signature (if available)
+3. Click **Auto Sign**.
+4. OpenSign automatically fills all remaining Signature widgets that have Auto Sign enabled.
+
+The signer only needs to sign once.
+
+---
+
+## Stamp Widget
+
+When **Auto Sign** is enabled:
+
+1. Click the first Stamp widget.
+2. Upload a stamp or select a previously saved stamp (if available).
+3. Click **Auto Sign**.
+4. All remaining Stamp widgets with Auto Sign enabled are automatically completed.
+
+---
+
+## Initials Widget
+
+When **Auto Sign** is enabled:
+
+1. Click the first Initials widget.
+2. Create the initials by:
+   - Drawing
+   - Typing
+   - Uploading
+   - Selecting previously saved initials (if available)
+3. Click **Auto Sign**.
+4. OpenSign automatically fills all remaining Initials widgets that have Auto Sign enabled.
+
+---
+
+# Image Widget
+
+The **Image** widget allows signers to upload an image during the signing process.
+
+Common use cases include:
+
+- Company logo
+- Passport photo
+- Profile picture
+- Supporting document image
+- Identity verification image
+
+## How it works
+
+1. Click the Image widget.
+2. Select an image from your device.
+3. Upload the image.
+4. Click **Auto Sign**.
+
+If multiple **Image** widgets have the **same widget name**, clicking **Auto Sign** automatically fills all Image widgets with that same name using the uploaded image.
+
+Image widgets with **different widget names** are **not** linked and will not be updated.
+
+> **Note:** Image widgets are linked only when both the **widget type** and **widget name** are identical.