diff --git a/docs/docs/help/New-Document/guestsigning.md b/docs/docs/help/New-Document/guestsigning.md new file mode 100644 index 000000000..07ca4ffe9 --- /dev/null +++ b/docs/docs/help/New-Document/guestsigning.md @@ -0,0 +1,139 @@ +--- +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.