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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.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Enable OTP Verification: No"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If 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.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Enable OTP Verification: Yes"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If 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)}},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 i.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function o(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:r(e.components),i.createElement(l.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/1f7895dc.d50a429c.js b/assets/js/1f7895dc.d50a429c.js new file mode 100644 index 000000000..cfc94aef0 --- /dev/null +++ b/assets/js/1f7895dc.d50a429c.js @@ -0,0 +1 @@ +"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[9858],{80492(e,n,i){i.r(n),i.d(n,{assets:()=>o,contentTitle:()=>d,default:()=>h,frontMatter:()=>r,metadata:()=>s,toc:()=>a});const s=JSON.parse('{"id":"help/Templates/quick-send","title":"Quickly Send the Document for Signature Using Template","description":"Overview","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":4,"frontMatter":{"sidebar_position":4,"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 l=i(74848),t=i(28453);const r={sidebar_position:4,title:"Quickly Send the Document for Signature Using Template"},d=void 0,o={},a=[{value:"Overview",id:"overview",level:2},{value:"Step 1: Begin New Template Creation",id:"step-1-begin-new-template-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Template Details",id:"entering-template-details",level:3},{value:"Proceed to Template Editor",id:"proceed-to-template-editor",level:3},{value:"Step 2: Add Roles and Widgets",id:"step-2-add-roles-and-widgets",level:2},{value:"Add Prefill Widgets",id:"add-prefill-widgets",level:3},{value:"Add Signature Widget",id:"add-signature-widget",level:4},{value:"Add Other Widgets",id:"add-other-widgets",level:3},{value:"Step 3: Save Template",id:"step-3-save-template",level:2},{value:"Prefill Widgets in Bulk Send",id:"prefill-widgets-in-bulk-send",level:2},{value:"Import Data Using CSV",id:"import-data-using-csv",level:2},{value:"Steps to Import CSV",id:"steps-to-import-csv",level:3},{value:"Date Format Rules (CSV Only)",id:"date-format-rules-csv-only",level:2},{value:"Checkbox Widget \u2013 Multiple Selection (CSV)",id:"checkbox-widget--multiple-selection-csv",level:2},{value:"Example: Option-1|Option-2",id:"example-option-1option-2",level:2},{value:"Unsupported Prefill Imports",id:"unsupported-prefill-imports",level:2},{value:"Signer Widgets in Bulk Send",id:"signer-widgets-in-bulk-send",level:2},{value:"Notes",id:"notes",level:3},{value:"CSV Rules for Signer Widgets",id:"csv-rules-for-signer-widgets",level:2},{value:"Date Format (Same Rule)",id:"date-format-same-rule",level:3},{value:"Checkbox Multiple Selection",id:"checkbox-multiple-selection",level:3},{value:"Bulk Send Limits",id:"bulk-send-limits",level:2},{value:"Sending Documents via Bulk Send",id:"sending-documents-via-bulk-send",level:2},{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:"OTP Verification Disabled",id:"otp-verification-disabled",level:3},{value:"OTP Verification Enabled",id:"otp-verification-enabled",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",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,t.R)(),...e.components};return(0,l.jsxs)(l.Fragment,{children:[(0,l.jsx)(n.h2,{id:"overview",children:"Overview"}),"\n",(0,l.jsx)(n.p,{children:"Bulk Send allows you to send a document to multiple recipients at once using a template. You can prefill document data, signer details, and import information using a CSV file to automate large-scale document sending."}),"\n",(0,l.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,l.jsx)(n.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.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,l.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9a21705c-84ff-44c1-81a5-bc4e5cae3c7a"}),"\n",(0,l.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.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,l.jsxs)(n.li,{children:[(0,l.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,l.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"[3] Title"})," ",(0,l.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document.\nYou can also configure additional settings such as Send in Order, Allowed Modifications, and other advanced options based on your requirements."]}),"\n"]}),"\n",(0,l.jsx)(n.h3,{id:"proceed-to-template-editor",children:"Proceed to Template Editor"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.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,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,l.jsx)(n.h2,{id:"step-2-add-roles-and-widgets",children:"Step 2: Add Roles and Widgets"}),"\n",(0,l.jsx)(n.h3,{id:"add-prefill-widgets",children:"Add Prefill Widgets"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Select the ",(0,l.jsx)(n.strong,{children:"Prefill role"})," from the right-side panel."]}),"\n",(0,l.jsx)(n.li,{children:"Drag and drop Prefill widgets onto the document."}),"\n"]}),"\n",(0,l.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/e9d07206-254d-48b6-9ea5-19f3ca1ce080"}),"\n",(0,l.jsx)(n.h4,{id:"add-signature-widget",children:"Add Signature Widget"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Select the role \u2192 Click ",(0,l.jsx)(n.strong,{children:"Signature Widget"})," \u2192 Place it where the signature is required."]}),"\n",(0,l.jsx)(n.li,{children:"You can add multiple signature widgets for each role."}),"\n"]}),"\n",(0,l.jsx)(n.p,{children:"After placing the Signature widget, the following options are available:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Add/Change Signer"}),": Change the assigned signer or add a new signer."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Copy Signature"}),":","\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"All pages"})," \u2013 Copies to all pages"]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"All pages but last"})," \u2013 Copies to all pages except the last"]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"All pages but first"})," \u2013 Copies to all pages except the first"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h3,{id:"add-other-widgets",children:"Add Other Widgets"}),"\n",(0,l.jsx)(n.p,{children:"You can also add additional widgets such as:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Stamp"}),"\n",(0,l.jsx)(n.li,{children:"Initials"}),"\n",(0,l.jsx)(n.li,{children:"Name"}),"\n",(0,l.jsx)(n.li,{children:"Date"}),"\n",(0,l.jsx)(n.li,{children:"Text"}),"\n",(0,l.jsx)(n.li,{children:"Checkbox"}),"\n",(0,l.jsx)(n.li,{children:"Dropdown"}),"\n",(0,l.jsx)(n.li,{children:"And more"}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"step-3-save-template",children:"Step 3: Save Template"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Click ",(0,l.jsx)(n.strong,{children:"Next"})," after placing and configuring all widgets to save the template."]}),"\n"]}),"\n",(0,l.jsxs)(n.p,{children:["After saving, a ",(0,l.jsx)(n.strong,{children:"Create Document"})," popup will appear with the message:"]}),"\n",(0,l.jsxs)(n.blockquote,{children:["\n",(0,l.jsx)(n.p,{children:(0,l.jsx)(n.em,{children:'"What would you like to do with the template you just created?"'})}),"\n"]}),"\n",(0,l.jsx)(n.p,{children:"You will see the following options:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Use Template"}),"\n",(0,l.jsx)(n.li,{children:(0,l.jsx)(n.strong,{children:"Bulk Send"})}),"\n",(0,l.jsx)(n.li,{children:"Embed"}),"\n",(0,l.jsx)(n.li,{children:"Copy Public URL"}),"\n"]}),"\n",(0,l.jsxs)(n.p,{children:["Click ",(0,l.jsx)(n.strong,{children:"Bulk Send"})," to open the Bulk Send panel and start sending documents in bulk."]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"prefill-widgets-in-bulk-send",children:"Prefill Widgets in Bulk Send"}),"\n",(0,l.jsxs)(n.p,{children:["OpenSign supports ",(0,l.jsx)(n.strong,{children:"Prefill Widgets"})," in Bulk Send."]}),"\n",(0,l.jsx)(n.p,{children:"When a template contains Prefill Widgets:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Prefill fields appear in the ",(0,l.jsx)(n.strong,{children:"Bulk Send panel"})]}),"\n",(0,l.jsx)(n.li,{children:"Users can enter values before sending"}),"\n",(0,l.jsx)(n.li,{children:"Entered values are automatically embedded into the document"}),"\n",(0,l.jsxs)(n.li,{children:["Both ",(0,l.jsx)(n.strong,{children:"Required"})," and ",(0,l.jsx)(n.strong,{children:"Optional"})," Prefill fields are supported"]}),"\n"]}),"\n",(0,l.jsx)("img",{width:"828",alt:"Bulk send panel",src:"https://github.com/user-attachments/assets/91b908c8-3c24-4afc-9bd9-6b29cb778891"}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"import-data-using-csv",children:"Import Data Using CSV"}),"\n",(0,l.jsx)(n.p,{children:"You can upload a CSV file to automatically populate Prefill fields and signer details."}),"\n",(0,l.jsx)("img",{width:"828",alt:"bulk import from csv",src:"https://github.com/user-attachments/assets/448a7a94-8685-47cc-86a7-dbd47e67c8f6"}),"\n",(0,l.jsx)(n.h3,{id:"steps-to-import-csv",children:"Steps to Import CSV"}),"\n",(0,l.jsxs)(n.ol,{children:["\n",(0,l.jsxs)(n.li,{children:["Click ",(0,l.jsx)(n.strong,{children:"Download sample file"})]}),"\n",(0,l.jsx)(n.li,{children:"Add your data to the sample CSV"}),"\n",(0,l.jsx)(n.li,{children:"Upload the CSV file in Bulk Send"}),"\n",(0,l.jsxs)(n.li,{children:["Click ",(0,l.jsx)(n.strong,{children:"Send"})]}),"\n"]}),"\n",(0,l.jsx)(n.p,{children:(0,l.jsx)(n.strong,{children:"Important:"})}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Do ",(0,l.jsx)(n.strong,{children:"not change column names"})," in the CSV file"]}),"\n",(0,l.jsx)(n.li,{children:(0,l.jsx)(n.strong,{children:"CSV import is NOT available in Free Self-Host version"})}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"date-format-rules-csv-only",children:"Date Format Rules (CSV Only)"}),"\n",(0,l.jsxs)(n.p,{children:["For ",(0,l.jsx)(n.strong,{children:"Date-type Prefill fields in CSV"}),", you must use:\n",(0,l.jsx)(n.strong,{children:"Format:"})," ",(0,l.jsx)(n.code,{children:"DD-MM-YYYY"}),(0,l.jsx)(n.br,{}),"\n",(0,l.jsx)(n.strong,{children:"Example:"})," ",(0,l.jsx)(n.code,{children:"28-01-2026"})]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["On the document, users may use any date format, but in the Excel/CSV file the date must strictly follow ",(0,l.jsx)(n.code,{children:"DD-MM-YYYY"}),"."]}),"\n",(0,l.jsx)(n.li,{children:"After import, the date automatically converts to the widget\u2019s selected format"}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"checkbox-widget--multiple-selection-csv",children:"Checkbox Widget \u2013 Multiple Selection (CSV)"}),"\n",(0,l.jsx)(n.p,{children:"Checkbox widgets support multiple values in CSV."}),"\n",(0,l.jsxs)(n.p,{children:["Use the ",(0,l.jsxs)(n.strong,{children:["pipe separator ",(0,l.jsx)(n.code,{children:"|"})]})," between options."]}),"\n",(0,l.jsxs)(n.h2,{id:"example-option-1option-2",children:[(0,l.jsx)(n.strong,{children:"Example:"})," Option-1|Option-2"]}),"\n",(0,l.jsx)(n.h2,{id:"unsupported-prefill-imports",children:"Unsupported Prefill Imports"}),"\n",(0,l.jsxs)(n.p,{children:["The following widget values ",(0,l.jsx)(n.strong,{children:"cannot be imported via CSV"}),":"]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Image widgets"}),"\n",(0,l.jsx)(n.li,{children:"Draw widgets"}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"signer-widgets-in-bulk-send",children:"Signer Widgets in Bulk Send"}),"\n",(0,l.jsxs)(n.p,{children:["Bulk Send also supports ",(0,l.jsx)(n.strong,{children:"Signer Widgets"}),"."]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Signer widgets appear with ",(0,l.jsx)(n.strong,{children:"Signer Role + Widget Name"})]}),"\n",(0,l.jsx)(n.li,{children:"You can prefill signer details before sending"}),"\n",(0,l.jsxs)(n.li,{children:["When signer receives the document:","\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Prefilled values are visible"}),"\n",(0,l.jsx)(n.li,{children:"Signer can edit/update values"}),"\n",(0,l.jsx)(n.li,{children:"Signer can complete the document"}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.h3,{id:"notes",children:"Notes"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["All signer widget prefills are ",(0,l.jsx)(n.strong,{children:"optional"})]}),"\n",(0,l.jsx)(n.li,{children:"You can send without entering signer widget values"}),"\n",(0,l.jsxs)(n.li,{children:["Signers widgets prefilling is ",(0,l.jsx)(n.strong,{children:"NOT supported"})," for:","\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Signature"}),"\n",(0,l.jsx)(n.li,{children:"Stamp"}),"\n",(0,l.jsx)(n.li,{children:"Initials"}),"\n",(0,l.jsx)(n.li,{children:"Image"}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.p,{children:"Signer details can also be imported via CSV."}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"csv-rules-for-signer-widgets",children:"CSV Rules for Signer Widgets"}),"\n",(0,l.jsx)(n.h3,{id:"date-format-same-rule",children:"Date Format (Same Rule)"}),"\n",(0,l.jsx)(n.p,{children:"Use:"}),"\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.code,{children:"DD-MM-YYYY"})," (Example: ",(0,l.jsx)(n.code,{children:"28-01-2026"}),")"]}),"\n",(0,l.jsx)(n.h3,{id:"checkbox-multiple-selection",children:"Checkbox Multiple Selection"}),"\n",(0,l.jsx)(n.p,{children:"Use:"}),"\n",(0,l.jsx)(n.p,{children:(0,l.jsx)(n.code,{children:"Option-1|Option-2"})}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"bulk-send-limits",children:"Bulk Send Limits"}),"\n",(0,l.jsxs)(n.p,{children:["OpenSign allows sending up to ",(0,l.jsx)(n.strong,{children:"50 documents per Bulk Send"}),"."]}),"\n",(0,l.jsx)(n.p,{children:"The number depends on signer roles:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"1 Role in template \u2192 50 documents"})," (This depends on the number of signers included in the Bulk Send request.)"]}),"\n",(0,l.jsx)(n.li,{children:(0,l.jsx)(n.strong,{children:"2 Roles in template \u2192 48 documents"})}),"\n",(0,l.jsx)(n.li,{children:"More roles reduce total documents accordingly"}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"sending-documents-via-bulk-send",children:"Sending Documents via Bulk Send"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Assign signers to the roles shown in the popup."}),"\n",(0,l.jsxs)(n.li,{children:["To create multiple documents, click ",(0,l.jsx)(n.strong,{children:"Add New"})," to add more signers."]}),"\n",(0,l.jsxs)(n.li,{children:["After adding all signers, click ",(0,l.jsx)(n.strong,{children:"Send"}),"."]}),"\n"]}),"\n",(0,l.jsxs)(n.p,{children:["Signature request emails will be sent to the respective signers, and the created documents will appear under the ",(0,l.jsx)(n.strong,{children:"In Progress Documents"})," report."]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h3,{id:"step-4-bulk-send-from-manage-templates",children:"Step 4: Bulk Send from Manage Templates"}),"\n",(0,l.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,l.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/a8737a76-0c92-4288-894d-65640a7757fe"}),"\n",(0,l.jsx)(n.p,{children:"How to Send the Document:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsx)(n.p,{children:"Click the Bulk Send button next to the template in the list."}),"\n"]}),"\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsx)(n.p,{children:"A popup will open where you can assign signers to each role by entering their email addresses and fill in any Prefill widgets available in the template."}),"\n"]}),"\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsx)(n.p,{children:"If you need to create multiple documents, click the Add New button."}),"\n"]}),"\n"]}),"\n",(0,l.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,l.jsx)(n.h3,{id:"step-5-signers-signing-process",children:"Step 5: Signers Signing Process"}),"\n",(0,l.jsx)(n.h3,{id:"otp-verification-disabled",children:"OTP Verification Disabled"}),"\n",(0,l.jsxs)(n.p,{children:["If ",(0,l.jsx)(n.strong,{children:"OTP Verification = No"}),", the signer can directly open and sign the document without email verification."]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["The signer clicks the ",(0,l.jsx)(n.strong,{children:"Sign Here"})," link in the email"]}),"\n",(0,l.jsx)(n.li,{children:"The document opens immediately for signing"}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h3,{id:"otp-verification-enabled",children:"OTP Verification Enabled"}),"\n",(0,l.jsxs)(n.p,{children:["If ",(0,l.jsx)(n.strong,{children:"OTP Verification = Yes"}),", email verification is required before signing."]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["The signer clicks ",(0,l.jsx)(n.strong,{children:"Sign Here"})," in the email"]}),"\n",(0,l.jsx)(n.li,{children:"The email verification screen appears"}),"\n",(0,l.jsxs)(n.li,{children:["Click ",(0,l.jsx)(n.strong,{children:"Get Verification Code"})," to receive an OTP"]}),"\n",(0,l.jsxs)(n.li,{children:["Enter the OTP and click ",(0,l.jsx)(n.strong,{children:"Verify"})]}),"\n",(0,l.jsx)(n.li,{children:"After successful verification, the document opens and the signer can proceed to sign"}),"\n"]}),"\n",(0,l.jsx)("div",{children:(0,l.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,l.jsx)("div",{children:(0,l.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,l.jsx)(n.h3,{id:"step-6-finalizing-the-process",children:"Step 6: Finalizing the Process"}),"\n",(0,l.jsxs)(n.p,{children:["To sign the document, the signer clicks the ",(0,l.jsx)(n.strong,{children:"Signature widget"}),", which provides options to ",(0,l.jsx)(n.strong,{children:"draw"}),", ",(0,l.jsx)(n.strong,{children:"upload"}),", or ",(0,l.jsx)(n.strong,{children:"type"})," their signature.\nIf any signer fields were prefilled by the document owner, the signer can review and edit those values if needed. After completing all required fields, the signer should click ",(0,l.jsx)(n.strong,{children:"Finish"}),"."]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["If the signer is the ",(0,l.jsx)(n.strong,{children:"final signer"}),", they will have the option to ",(0,l.jsx)(n.strong,{children:"download or print"})," the signed document along with the ",(0,l.jsx)(n.strong,{children:"Completion Certificate"}),"."]}),"\n",(0,l.jsxs)(n.li,{children:["If there are ",(0,l.jsx)(n.strong,{children:"multiple signers"}),", the document will automatically move to the next signer. Once all signers have completed the process, each signer will be able to ",(0,l.jsx)(n.strong,{children:"download and print"})," the final signed document and Completion Certificate."]}),"\n"]}),"\n",(0,l.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/427c9e9e-4300-40e6-8ded-23afeb844e39"}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before submitting the document."}),"\n",(0,l.jsx)(n.li,{children:"Ensure the uploaded document format is supported by OpenSign."}),"\n",(0,l.jsxs)(n.li,{children:["Signed documents can be found in the ",(0,l.jsx)(n.strong,{children:"Root folder"})," or the folder you selected."]}),"\n",(0,l.jsx)(n.li,{children:(0,l.jsx)(n.strong,{children:"Bulk Send is available only in paid plans."})}),"\n"]}),"\n",(0,l.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,l.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,l.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!write"})]})}function h(e={}){const{wrapper:n}={...(0,t.R)(),...e.components};return n?(0,l.jsx)(n,{...e,children:(0,l.jsx)(c,{...e})}):c(e)}},28453(e,n,i){i.d(n,{R:()=>r,x:()=>d});var s=i(96540);const l={},t=s.createContext(l);function r(e){const n=s.useContext(t);return s.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(l):e.components||l:r(e.components),s.createElement(t.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/runtime~main.d874ccb1.js b/assets/js/runtime~main.78fb3bf7.js similarity index 98% rename from 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e={5354:0,1869:0};t.f.j=(a,c)=>{var f=t.o(e,a)?e[a]:void 0;if(0!==f)if(f)c.push(f[2]);else if(/^(1869|5354)$/.test(a))e[a]=0;else{var b=new Promise((c,b)=>f=e[a]=[c,b]);c.push(f[2]=b);var d=t.p+t.u(a),r=new Error;t.l(d,c=>{if(t.o(e,a)&&(0!==(f=e[a])&&(e[a]=void 0),f)){var b=c&&("load"===c.type?"missing":c.type),d=c&&c.target&&c.target.src;r.message="Loading chunk "+a+" failed.\n("+b+": "+d+")",r.name="ChunkLoadError",r.type=b,r.request=d,f[1](r)}},"chunk-"+a,a)}},t.O.j=a=>0===e[a];var a=(a,c)=>{var f,b,[d,r,o]=c,l=0;if(d.some(a=>0!==e[a])){for(f in r)t.o(r,f)&&(t.m[f]=r[f]);if(o)var n=o(t)}for(a&&a(c);l Archive | OpenSign™ - + diff --git a/blog/authors/index.html b/blog/authors/index.html index ad4f28ede..3c3bea0b2 100644 --- a/blog/authors/index.html +++ b/blog/authors/index.html @@ -5,7 +5,7 @@ Authors | OpenSign™ - + diff --git a/blog/first-blog-post/index.html b/blog/first-blog-post/index.html index 637844f35..2595f750b 100644 --- a/blog/first-blog-post/index.html +++ 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 8171465f7..66e11cf85 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 621aef12e..7907b7654 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 c10f712aa..3f99134da 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 5770a3e9c..109d05c81 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 fd5adc6bf..3c49a7d9d 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 1215c8041..e4190abb2 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 330c08f69..4bddcf0f8 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 5cd901c88..f6b4f78e2 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 fae1c6bd7..64cec1879 100644 --- a/blog/welcome/index.html +++ b/blog/welcome/index.html @@ -5,7 +5,7 @@ Welcome | OpenSign™ - + diff --git a/docs/API-docs/api-intro/index.html b/docs/API-docs/api-intro/index.html index 17dbf2172..af31db633 100644 --- a/docs/API-docs/api-intro/index.html +++ b/docs/API-docs/api-intro/index.html @@ -5,7 +5,7 @@ OpenSign APIs | OpenSign™ - + diff --git a/docs/API-docs/v1.1/contactlist/index.html b/docs/API-docs/v1.1/contactlist/index.html index 877c01e1e..b3ba4bef3 100644 --- a/docs/API-docs/v1.1/contactlist/index.html +++ b/docs/API-docs/v1.1/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createcontact/index.html b/docs/API-docs/v1.1/createcontact/index.html index 6418ce7bb..67bd64367 100644 --- a/docs/API-docs/v1.1/createcontact/index.html +++ b/docs/API-docs/v1.1/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createdocument/index.html b/docs/API-docs/v1.1/createdocument/index.html index afc7225db..302a3917b 100644 --- a/docs/API-docs/v1.1/createdocument/index.html +++ b/docs/API-docs/v1.1/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html index d66f13c27..96a6188a1 100644 --- a/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createfolder/index.html b/docs/API-docs/v1.1/createfolder/index.html index 5df75f960..e85e92f6d 100644 --- a/docs/API-docs/v1.1/createfolder/index.html +++ b/docs/API-docs/v1.1/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createtemplate/index.html b/docs/API-docs/v1.1/createtemplate/index.html index 37e7b9b9d..7364dfc0d 100644 --- a/docs/API-docs/v1.1/createtemplate/index.html +++ b/docs/API-docs/v1.1/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/delete-template/index.html b/docs/API-docs/v1.1/delete-template/index.html index ac4d86a99..09a4c0686 100644 --- a/docs/API-docs/v1.1/delete-template/index.html +++ b/docs/API-docs/v1.1/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/delete-webhook/index.html b/docs/API-docs/v1.1/delete-webhook/index.html index 9ac72f999..203e764a6 100644 --- a/docs/API-docs/v1.1/delete-webhook/index.html +++ b/docs/API-docs/v1.1/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletecontact/index.html b/docs/API-docs/v1.1/deletecontact/index.html index c115cae52..a4ce61422 100644 --- a/docs/API-docs/v1.1/deletecontact/index.html +++ b/docs/API-docs/v1.1/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletedocument/index.html b/docs/API-docs/v1.1/deletedocument/index.html index faa0f872e..3716da5bd 100644 --- a/docs/API-docs/v1.1/deletedocument/index.html +++ b/docs/API-docs/v1.1/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletefolder/index.html b/docs/API-docs/v1.1/deletefolder/index.html index 815c77c81..89cbcf9f6 100644 --- a/docs/API-docs/v1.1/deletefolder/index.html +++ b/docs/API-docs/v1.1/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/draftdocument/index.html b/docs/API-docs/v1.1/draftdocument/index.html index e1c364437..678ac3705 100644 --- a/docs/API-docs/v1.1/draftdocument/index.html +++ b/docs/API-docs/v1.1/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/drafttemplate/index.html b/docs/API-docs/v1.1/drafttemplate/index.html index dfb5fdc57..f27960770 100644 --- a/docs/API-docs/v1.1/drafttemplate/index.html +++ b/docs/API-docs/v1.1/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/folderlist/index.html b/docs/API-docs/v1.1/folderlist/index.html index b5c92eb6f..14ad419e1 100644 --- a/docs/API-docs/v1.1/folderlist/index.html +++ b/docs/API-docs/v1.1/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-template/index.html b/docs/API-docs/v1.1/get-template/index.html index 3dda56a56..9cdbbc9bb 100644 --- a/docs/API-docs/v1.1/get-template/index.html +++ b/docs/API-docs/v1.1/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-user/index.html b/docs/API-docs/v1.1/get-user/index.html index 157a55f2c..1238e5d05 100644 --- a/docs/API-docs/v1.1/get-user/index.html +++ b/docs/API-docs/v1.1/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-webhook/index.html b/docs/API-docs/v1.1/get-webhook/index.html index e0a1f1f8a..87c7754de 100644 --- a/docs/API-docs/v1.1/get-webhook/index.html +++ b/docs/API-docs/v1.1/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getcontact/index.html b/docs/API-docs/v1.1/getcontact/index.html index a8869c028..d37c48dd2 100644 --- a/docs/API-docs/v1.1/getcontact/index.html +++ b/docs/API-docs/v1.1/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getcredits/index.html b/docs/API-docs/v1.1/getcredits/index.html index c56437b66..5cc568a89 100644 --- a/docs/API-docs/v1.1/getcredits/index.html +++ b/docs/API-docs/v1.1/getcredits/index.html @@ -5,7 +5,7 @@ Get your API credits | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getdocument/index.html b/docs/API-docs/v1.1/getdocument/index.html index f318e5d32..8f550395a 100644 --- a/docs/API-docs/v1.1/getdocument/index.html +++ b/docs/API-docs/v1.1/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getdocumentlist/index.html b/docs/API-docs/v1.1/getdocumentlist/index.html index 39fc70d62..848f1dbbc 100644 --- a/docs/API-docs/v1.1/getdocumentlist/index.html +++ b/docs/API-docs/v1.1/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getfolder/index.html b/docs/API-docs/v1.1/getfolder/index.html index 745ea283a..5c4266248 100644 --- a/docs/API-docs/v1.1/getfolder/index.html +++ b/docs/API-docs/v1.1/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getformdata/index.html b/docs/API-docs/v1.1/getformdata/index.html index abd633ed3..868c78297 100644 --- a/docs/API-docs/v1.1/getformdata/index.html +++ b/docs/API-docs/v1.1/getformdata/index.html @@ -5,7 +5,7 @@ Get Formdata | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getsignerips/index.html b/docs/API-docs/v1.1/getsignerips/index.html index 0811f9a28..c342fd767 100644 --- a/docs/API-docs/v1.1/getsignerips/index.html +++ b/docs/API-docs/v1.1/getsignerips/index.html @@ -5,7 +5,7 @@ Get Signer IPs | OpenSign™ - + diff --git a/docs/API-docs/v1.1/gettemplatelist/index.html b/docs/API-docs/v1.1/gettemplatelist/index.html index 3bb8cb88a..faf54ecd3 100644 --- a/docs/API-docs/v1.1/gettemplatelist/index.html +++ b/docs/API-docs/v1.1/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/index.html b/docs/API-docs/v1.1/index.html index 3d1f2353d..b00e8ebbe 100644 --- a/docs/API-docs/v1.1/index.html +++ b/docs/API-docs/v1.1/index.html @@ -5,7 +5,7 @@ OpenSign API v1.1 | OpenSign™ - + diff --git a/docs/API-docs/v1.1/intro/index.html b/docs/API-docs/v1.1/intro/index.html index d82df0fdd..fdca12056 100644 --- a/docs/API-docs/v1.1/intro/index.html +++ b/docs/API-docs/v1.1/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/v1.1/opensign-api-v-1-1/index.html b/docs/API-docs/v1.1/opensign-api-v-1-1/index.html index cf945dd4b..49e1a53f8 100644 --- a/docs/API-docs/v1.1/opensign-api-v-1-1/index.html +++ b/docs/API-docs/v1.1/opensign-api-v-1-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1.1 | OpenSign™ - + diff --git a/docs/API-docs/v1.1/publictemplate/index.html b/docs/API-docs/v1.1/publictemplate/index.html index db6ddb486..65e114d91 100644 --- a/docs/API-docs/v1.1/publictemplate/index.html +++ b/docs/API-docs/v1.1/publictemplate/index.html @@ -5,7 +5,7 @@ Public Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/resendrequestmail/index.html b/docs/API-docs/v1.1/resendrequestmail/index.html index a47d18965..9ad282c4b 100644 --- a/docs/API-docs/v1.1/resendrequestmail/index.html +++ b/docs/API-docs/v1.1/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/v1.1/revokedocument/index.html b/docs/API-docs/v1.1/revokedocument/index.html index fe2a29946..d4801e612 100644 --- a/docs/API-docs/v1.1/revokedocument/index.html +++ b/docs/API-docs/v1.1/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/save-update-webhook/index.html b/docs/API-docs/v1.1/save-update-webhook/index.html index 918700747..8493f26ef 100644 --- a/docs/API-docs/v1.1/save-update-webhook/index.html +++ b/docs/API-docs/v1.1/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/selfsign/index.html b/docs/API-docs/v1.1/selfsign/index.html index 575cac159..674ba6318 100644 --- a/docs/API-docs/v1.1/selfsign/index.html +++ b/docs/API-docs/v1.1/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/v1.1/update-document/index.html b/docs/API-docs/v1.1/update-document/index.html index 52b5adc6f..a04cebb7a 100644 --- a/docs/API-docs/v1.1/update-document/index.html +++ b/docs/API-docs/v1.1/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/update-template/index.html b/docs/API-docs/v1.1/update-template/index.html index 34ee6b775..37851f499 100644 --- a/docs/API-docs/v1.1/update-template/index.html +++ b/docs/API-docs/v1.1/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/updatefolder/index.html b/docs/API-docs/v1.1/updatefolder/index.html index 2b1ef6444..b7faf37ae 100644 --- a/docs/API-docs/v1.1/updatefolder/index.html +++ b/docs/API-docs/v1.1/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/contactlist/index.html b/docs/API-docs/v1/contactlist/index.html index c8abe2465..663b75848 100644 --- a/docs/API-docs/v1/contactlist/index.html +++ b/docs/API-docs/v1/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/v1/createcontact/index.html b/docs/API-docs/v1/createcontact/index.html index b6246b8d1..e464e2e88 100644 --- a/docs/API-docs/v1/createcontact/index.html +++ b/docs/API-docs/v1/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/createdocument/index.html b/docs/API-docs/v1/createdocument/index.html index 5c6b98092..673b639d3 100644 --- a/docs/API-docs/v1/createdocument/index.html +++ b/docs/API-docs/v1/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/v1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1/createdocumentwithtemplateid/index.html index 1ecfbfdb5..46f609e61 100644 --- a/docs/API-docs/v1/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/v1/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/v1/createfolder/index.html b/docs/API-docs/v1/createfolder/index.html index a83e740c1..a07a00811 100644 --- a/docs/API-docs/v1/createfolder/index.html +++ b/docs/API-docs/v1/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/createtemplate/index.html b/docs/API-docs/v1/createtemplate/index.html index ce9c94028..442c82cad 100644 --- a/docs/API-docs/v1/createtemplate/index.html +++ b/docs/API-docs/v1/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/v1/delete-template/index.html b/docs/API-docs/v1/delete-template/index.html index 7e3c18acb..0668db9a4 100644 --- a/docs/API-docs/v1/delete-template/index.html +++ b/docs/API-docs/v1/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/v1/delete-webhook/index.html b/docs/API-docs/v1/delete-webhook/index.html index 51086d9f1..ca7b88cff 100644 --- a/docs/API-docs/v1/delete-webhook/index.html +++ b/docs/API-docs/v1/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/deletecontact/index.html b/docs/API-docs/v1/deletecontact/index.html index e8b7d5950..4b53b4c80 100644 --- a/docs/API-docs/v1/deletecontact/index.html +++ b/docs/API-docs/v1/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/deletedocument/index.html b/docs/API-docs/v1/deletedocument/index.html index 23706fab2..706bb1ff7 100644 --- a/docs/API-docs/v1/deletedocument/index.html +++ b/docs/API-docs/v1/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/v1/deletefolder/index.html b/docs/API-docs/v1/deletefolder/index.html index 6210299fc..04d637b84 100644 --- a/docs/API-docs/v1/deletefolder/index.html +++ b/docs/API-docs/v1/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/draftdocument/index.html b/docs/API-docs/v1/draftdocument/index.html index cb64c8e99..fab7fb969 100644 --- a/docs/API-docs/v1/draftdocument/index.html +++ b/docs/API-docs/v1/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/v1/drafttemplate/index.html b/docs/API-docs/v1/drafttemplate/index.html index f53009116..205b947cc 100644 --- a/docs/API-docs/v1/drafttemplate/index.html +++ b/docs/API-docs/v1/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/v1/folderlist/index.html b/docs/API-docs/v1/folderlist/index.html index c2fa311b8..2e0c9ab86 100644 --- a/docs/API-docs/v1/folderlist/index.html +++ b/docs/API-docs/v1/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/v1/get-template/index.html b/docs/API-docs/v1/get-template/index.html index e55e36931..419e7f057 100644 --- a/docs/API-docs/v1/get-template/index.html +++ b/docs/API-docs/v1/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/v1/get-user/index.html b/docs/API-docs/v1/get-user/index.html index 49b10359b..25029b2b2 100644 --- a/docs/API-docs/v1/get-user/index.html +++ b/docs/API-docs/v1/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/v1/get-webhook/index.html b/docs/API-docs/v1/get-webhook/index.html index 2abd6f5e1..dc8c7fe3b 100644 --- a/docs/API-docs/v1/get-webhook/index.html +++ b/docs/API-docs/v1/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/getcontact/index.html b/docs/API-docs/v1/getcontact/index.html index 9f216e1b6..1e47427b0 100644 --- a/docs/API-docs/v1/getcontact/index.html +++ b/docs/API-docs/v1/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/getdocument/index.html b/docs/API-docs/v1/getdocument/index.html index e51663b29..af86ec0d3 100644 --- a/docs/API-docs/v1/getdocument/index.html +++ b/docs/API-docs/v1/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/v1/getdocumentlist/index.html b/docs/API-docs/v1/getdocumentlist/index.html index 22b4e33e2..f5f3845f8 100644 --- a/docs/API-docs/v1/getdocumentlist/index.html +++ b/docs/API-docs/v1/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/v1/getfolder/index.html b/docs/API-docs/v1/getfolder/index.html index f1fd10235..1fcb8f64b 100644 --- a/docs/API-docs/v1/getfolder/index.html +++ b/docs/API-docs/v1/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/gettemplatelist/index.html b/docs/API-docs/v1/gettemplatelist/index.html index 6e0b800f0..2c4937240 100644 --- a/docs/API-docs/v1/gettemplatelist/index.html +++ b/docs/API-docs/v1/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/v1/index.html b/docs/API-docs/v1/index.html index 2792b8ab4..1f01c84e9 100644 --- a/docs/API-docs/v1/index.html +++ b/docs/API-docs/v1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/v1/intro/index.html b/docs/API-docs/v1/intro/index.html index 7a2b02ed4..8c71475dc 100644 --- a/docs/API-docs/v1/intro/index.html +++ b/docs/API-docs/v1/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/v1/opensign-api-v-1/index.html b/docs/API-docs/v1/opensign-api-v-1/index.html index 2e593415d..399d1d50c 100644 --- a/docs/API-docs/v1/opensign-api-v-1/index.html +++ b/docs/API-docs/v1/opensign-api-v-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/v1/resendrequestmail/index.html b/docs/API-docs/v1/resendrequestmail/index.html index 67b5179cc..9569648a7 100644 --- a/docs/API-docs/v1/resendrequestmail/index.html +++ b/docs/API-docs/v1/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/v1/revokedocument/index.html b/docs/API-docs/v1/revokedocument/index.html index a2484e0ea..6a76ee042 100644 --- a/docs/API-docs/v1/revokedocument/index.html +++ b/docs/API-docs/v1/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/v1/save-update-webhook/index.html b/docs/API-docs/v1/save-update-webhook/index.html index 8b21c4719..3c3cd1765 100644 --- a/docs/API-docs/v1/save-update-webhook/index.html +++ b/docs/API-docs/v1/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/selfsign/index.html b/docs/API-docs/v1/selfsign/index.html index a281d1b35..dbca777da 100644 --- a/docs/API-docs/v1/selfsign/index.html +++ b/docs/API-docs/v1/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/v1/update-document/index.html b/docs/API-docs/v1/update-document/index.html index 2f55b8592..66c906cb2 100644 --- a/docs/API-docs/v1/update-document/index.html +++ b/docs/API-docs/v1/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/v1/update-template/index.html b/docs/API-docs/v1/update-template/index.html index 17a48a6b1..80af9c381 100644 --- a/docs/API-docs/v1/update-template/index.html +++ b/docs/API-docs/v1/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/v1/updatefolder/index.html b/docs/API-docs/v1/updatefolder/index.html index b54dbb5d4..9cdd514e9 100644 --- a/docs/API-docs/v1/updatefolder/index.html +++ b/docs/API-docs/v1/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 919161e3b..5eeefd601 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/console/index.html b/docs/category/console/index.html index ab5f27342..ee9327fd6 100644 --- a/docs/category/console/index.html +++ b/docs/category/console/index.html @@ -5,7 +5,7 @@ Console | OpenSign™ - + diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html index abd6e1451..053e5e58e 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 061dc6b3d..6e1c88723 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 0b82dedd0..37f6b3e59 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 386d7ef26..308afe756 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 a46685b6b..003640e1c 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 a7382901d..02b3dddb0 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 d178d9f7b..e781cb44c 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 def7df8d8..8ce2f38ca 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,13 +5,13 @@ Templates | OpenSign™ - + -

Templates

5 minutes to learn everything about OpenSign™ Templates feature.

+

Templates

5 minutes to learn everything about OpenSign™ Templates feature.

\ No newline at end of file diff --git a/docs/category/user-menu/index.html b/docs/category/user-menu/index.html index f530602b0..f32638454 100644 --- a/docs/category/user-menu/index.html +++ b/docs/category/user-menu/index.html @@ -5,7 +5,7 @@ User Menu | OpenSign™ - + diff --git a/docs/contribute/CODE_OF_CONDUCT/index.html b/docs/contribute/CODE_OF_CONDUCT/index.html index 2b092dcf0..da59827ad 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 bbabb51c5..ed8ef5cec 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 d240a8028..4f6e463d0 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 c51447642..47f85e3d0 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 6eef38120..000d2810c 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 88b357009..4077da8a1 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/Max File Upload Size/index.html b/docs/help/FAQs/Max File Upload Size/index.html index 9abb2973d..58b8459ba 100644 --- a/docs/help/FAQs/Max File Upload Size/index.html +++ b/docs/help/FAQs/Max File Upload Size/index.html @@ -5,7 +5,7 @@ Max File Upload Size | OpenSign™ - + diff --git a/docs/help/FAQs/User Deletion/index.html b/docs/help/FAQs/User Deletion/index.html index 11e82928d..06d8308f5 100644 --- a/docs/help/FAQs/User Deletion/index.html +++ b/docs/help/FAQs/User Deletion/index.html @@ -5,7 +5,7 @@ User Deletion | OpenSign™ - + diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html index 91c592802..4ca62a8e6 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 cbdfb1672..bedea413c 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 79c359d08..65b892eda 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/request-signatures/index.html b/docs/help/New-Document/request-signatures/index.html index 3e694e3c1..4cf2b025d 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 e47eec214..371aa47b8 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/New-Document/widgets/index.html b/docs/help/New-Document/widgets/index.html index b4c3e902f..4e1412ada 100644 --- a/docs/help/New-Document/widgets/index.html +++ b/docs/help/New-Document/widgets/index.html @@ -5,7 +5,7 @@ Widgets in OpenSign | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html index b6937bd28..eb09c7ea9 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 92e88e6db..0ae708490 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 824c75329..7e1066e1c 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 969a44a4b..9535ae0a2 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 c5bf66739..7560d8ace 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 e6dfd3726..f24558ab8 100644 --- a/docs/help/Reports/contactbook/index.html +++ b/docs/help/Reports/contactbook/index.html @@ -5,7 +5,7 @@ Contactbook | OpenSign™ - + diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html index 39ca55300..2027226c6 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 2339c8485..b6d9b8323 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 d33921bfc..3739746c6 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 e9c3e1139..a3cfae5be 100644 --- a/docs/help/Reports/in-progress/index.html +++ b/docs/help/Reports/in-progress/index.html @@ -5,7 +5,7 @@ In Progress | OpenSign™ - + diff --git a/docs/help/Reports/need-your-sign/index.html b/docs/help/Reports/need-your-sign/index.html index fd94aa414..63e26928e 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 5c4a1941a..612be3b4d 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 1870ab50b..937db2fbe 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 cc393a3fc..0e78c8346 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 e7591c11e..3e1112431 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 c72300e6e..67797c53f 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 6ea041395..8168d6882 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 1704af65c..64598eb1c 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 747010e74..220cb0bff 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 8ff53384d..840853623 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 aa01f6994..8cd71295d 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 d5c2e91c9..09c4ede62 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/manage-templates/index.html b/docs/help/Templates/manage-templates/index.html index 16c2e0fb0..4fa603ff1 100644 --- a/docs/help/Templates/manage-templates/index.html +++ b/docs/help/Templates/manage-templates/index.html @@ -5,7 +5,7 @@ Manage Templates | OpenSign™ - + diff --git a/docs/help/Templates/publicTemplate/index.html b/docs/help/Templates/publicTemplate/index.html index 31c9bccca..ea6770243 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 9cc0808e0..2a48e3c0c 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -3,21 +3,23 @@ -Quickly Send the Document for Signature Using Template | OpenSign™ +Quickly Send the Document for Signature Using Template | OpenSign™ - + -

How to use the OpenSign Quick Send feature to send a document for signature using a template

+

Quickly Send the Document for Signature Using Template

Overview​

+

Bulk Send allows you to send a document to multiple recipients at once using a template. You can prefill document data, signer details, and import information using a CSV file to automate large-scale document sending.

+

How to use the OpenSign Quick Send feature to send a document for signature using a template

Step 1: Begin New Template Creation​

  • 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 +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.
    • @@ -27,121 +29,178 @@
    • [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.
      • +
    • [5] Note: Optionally add a note to give context or instructions regarding the document. +You can also configure additional settings such as Send in Order, Allowed Modifications, and other advanced options based on your requirements.
    -

    Set the sending order​

    -
      -
    • [6] Send in Order -
        -
      • If you choose:
        • -
      • 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.
        • -
      • 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. -Select the option that best suits the needs of your document processing.
        • -
      -
      • -
    -

    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.

      -
        -
      • Remind once in every (Days): Here, you can set the number of days for the reminder.
        • -
      -

      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​

    +

    Proceed to Template Editor​

    • 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 2:​

    -

    Template creation​

    -Create Template +

    Step 2: Add Roles and Widgets​

    +

    Add Prefill Widgets​

      -
    • -

      [1] Define Roles:

      -
        -
      • Add Roles: In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.
        • +
      • Select the Prefill role from the right-side panel.
        • +
      • Drag and drop Prefill widgets onto the document.
      -
      • -
    • -

      [2] Assign Widgets to Roles: Click on each role to highlight it, then drag and drop the widget to assign it to that role.

      +Create Template +

      Add Signature Widget​

        -
      • [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.
        • +
      • Select the role → Click Signature Widget → Place it where the signature is required.
        • +
      • You can add multiple signature widgets for each role.
      -

      After placing the Signature widget, you will see the options on the widget such as:

      +

      After placing the Signature widget, the following options are available:

        -
      • 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.
        • -
      • Copy Signature: Clicking on this option reveals the following choices. +
      • Add/Change Signer: Change the assigned signer or add a new signer.
        • +
      • Copy Signature:
          -
        • All pages: It will copy the signature widget to all pages.
          • -
        • All pages but last: It will copy the signature widget to all pages except the last page.
          • -
        • All pages but first: It will copy the signature widget to all pages except the first page.
          • -
        -
        • -
      • [2] Add other widgets: Depending on your needs, you can include additional widgets such as: -Stamps, Initials, Name, Date, Text, Checkbox, and more.
        • +
      • All pages – Copies to all pages
        • +
      • All pages but last – Copies to all pages except the last
        • +
      • All pages but first – Copies to all pages except the first
    -

    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 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.

    +
    +

    Add Other Widgets​

    +

    You can also add additional widgets such as:

      -
    • 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.
      • +
    • Stamp
      • +
    • Initials
      • +
    • Name
      • +
    • Date
      • +
    • Text
      • +
    • Checkbox
      • +
    • Dropdown
      • +
    • And more
    +
    +

    Step 3: Save Template​

    +
      +
    • Click Next after placing and configuring all widgets to save the template.
      • +
    +

    After saving, a Create Document popup will appear with the message:

    +
    +

    "What would you like to do with the template you just created?"

    +
    +

    You will see the following options:

    +
      +
    • Use Template
      • +
    • Bulk Send
      • +
    • Embed
      • +
    • Copy Public URL
      • +
    +

    Click Bulk Send to open the Bulk Send panel and start sending documents in bulk.

    +
    +

    Prefill Widgets in Bulk Send​

    +

    OpenSign supports Prefill Widgets in Bulk Send.

    +

    When a template contains Prefill Widgets:

    +
      +
    • Prefill fields appear in the Bulk Send panel
      • +
    • Users can enter values before sending
      • +
    • Entered values are automatically embedded into the document
      • +
    • Both Required and Optional Prefill fields are supported
      • +
    +Bulk send panel +
    +

    Import Data Using CSV​

    +

    You can upload a CSV file to automatically populate Prefill fields and signer details.

    +bulk import from csv +

    Steps to Import CSV​

    +
      +
    1. Click Download sample file
      2. +
    2. Add your data to the sample CSV
      3. +
    3. Upload the CSV file in Bulk Send
      4. +
    4. Click Send
      5. +
    +

    Important:

    +
      +
    • Do not change column names in the CSV file
      • +
    • CSV import is NOT available in Free Self-Host version
      • +
    +
    +

    Date Format Rules (CSV Only)​

    +

    For Date-type Prefill fields in CSV, you must use: +Format: DD-MM-YYYY
    +Example: 28-01-2026

    +
      +
    • On the document, users may use any date format, but in the Excel/CSV file the date must strictly follow DD-MM-YYYY.
      • +
    • After import, the date automatically converts to the widget’s selected format
      • +
    +
    +

    Checkbox Widget – Multiple Selection (CSV)​

    +

    Checkbox widgets support multiple values in CSV.

    +

    Use the pipe separator | between options.

    +

    Example: Option-1|Option-2​

    +

    Unsupported Prefill Imports​

    +

    The following widget values cannot be imported via CSV:

    +
      +
    • Image widgets
      • +
    • Draw widgets
      • +
    +
    +

    Signer Widgets in Bulk Send​

    +

    Bulk Send also supports Signer Widgets.

    +
      +
    • Signer widgets appear with Signer Role + Widget Name
      • +
    • You can prefill signer details before sending
      • +
    • When signer receives the document: +
        +
      • Prefilled values are visible
        • +
      • Signer can edit/update values
        • +
      • Signer can complete the document
        • +
      +
      • +
    +

    Notes​

    +
      +
    • All signer widget prefills are optional
      • +
    • You can send without entering signer widget values
      • +
    • Signers widgets prefilling is NOT supported for: +
        +
      • Signature
        • +
      • Stamp
        • +
      • Initials
        • +
      • Image
        • +
      +
      • +
    +

    Signer details can also be imported via CSV.

    +
    +

    CSV Rules for Signer Widgets​

    +

    Date Format (Same Rule)​

    +

    Use:

    +

    DD-MM-YYYY (Example: 28-01-2026)

    +

    Checkbox Multiple Selection​

    +

    Use:

    +

    Option-1|Option-2

    +
    +

    Bulk Send Limits​

    +

    OpenSign allows sending up to 50 documents per Bulk Send.

    +

    The number depends on signer roles:

    +
      +
    • 1 Role in template → 50 documents (This depends on the number of signers included in the Bulk Send request.)
      • +
    • 2 Roles in template → 48 documents
      • +
    • More roles reduce total documents accordingly
      • +
    +
    +

    Sending Documents via Bulk Send​

    +
      +
    • Assign signers to the roles shown in the popup.
      • +
    • To create multiple documents, click Add New to add more signers.
      • +
    • After adding all signers, click Send.
      • +
    +

    Signature request emails will be sent to the respective signers, and the created documents will appear 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 +Manage Template

    How to Send the Document:

    • 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.

      +

      A popup will open where you can assign signers to each role by entering their email addresses and fill in any Prefill widgets available in the template.

    • If you need to create multiple documents, click the Add New button.

      @@ -149,39 +208,41 @@ 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.

    Step 5: Signers Signing Process​

    +

    OTP Verification Disabled​

    +

    If OTP Verification = No, the signer can directly open and sign the document without email verification.

      -
    • Enable OTP Verification: No
      • +
    • The signer clicks the Sign Here link in the email
      • +
    • The document opens immediately for signing
    -

    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.

    +
    +

    OTP Verification Enabled​

    +

    If OTP Verification = Yes, email verification is required before signing.

      -
    • Enable OTP Verification: Yes
      • +
    • The signer clicks Sign Here in the email
      • +
    • The email verification screen appears
      • +
    • Click Get Verification Code to receive an OTP
      • +
    • Enter the OTP and click Verify
      • +
    • After successful verification, the document opens and the signer can proceed to sign
    -

    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 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.

    +

    Step 6: Finalizing the Process​

    +

    To sign the document, the signer clicks the Signature widget, which provides options to draw, upload, or type their signature. +If any signer fields were prefilled by the document owner, the signer can review and edit those values if needed. After completing all required fields, the signer should click Finish.

      -
    • -

      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 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.

      -
      • +
    • 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 multiple signers, the document will automatically move to the next signer. Once all signers have completed the process, each signer will be able to download and print the final signed document and Completion Certificate.
    -OpenSignFinalStep +OpenSignFinalStep +

    Additional Information​

      -
    • All fields marked with an asterisk (*) must be completed before the document can be submitted.
      • -
    • Ensure that the document format is supported by OpenSign before uploading.
      • -
    • Signed documents can be accessed in the designated 'Root' folder or the one you have specified.
      • -
    • Bulk Send is available exclusively with paid plans.
      • +
    • All fields marked with an asterisk (*) must be completed before submitting the document.
      • +
    • Ensure the uploaded document format is supported by OpenSign.
      • +
    • Signed documents can be found in the Root folder or the folder you selected.
      • +
    • Bulk Send is available only in 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 cba73ff0f..f4248287a 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/User Menu/Console/analystics/index.html b/docs/help/User Menu/Console/analystics/index.html index 1f31d99bf..14eceebf1 100644 --- a/docs/help/User Menu/Console/analystics/index.html +++ b/docs/help/User Menu/Console/analystics/index.html @@ -5,7 +5,7 @@ Analytics | OpenSign™ - + diff --git a/docs/help/User Menu/Console/branding/index.html b/docs/help/User Menu/Console/branding/index.html index 13dc29dda..f3015cefc 100644 --- a/docs/help/User Menu/Console/branding/index.html +++ b/docs/help/User Menu/Console/branding/index.html @@ -5,7 +5,7 @@ Branding | OpenSign™ - + diff --git a/docs/help/User Menu/Console/custom_filestorage/index.html b/docs/help/User Menu/Console/custom_filestorage/index.html index 7923b603b..5da4dabd8 100644 --- a/docs/help/User Menu/Console/custom_filestorage/index.html +++ b/docs/help/User Menu/Console/custom_filestorage/index.html @@ -5,7 +5,7 @@ Custom File Storage | OpenSign™ - + diff --git a/docs/help/User Menu/Console/emails/index.html b/docs/help/User Menu/Console/emails/index.html index f14a91833..860fb1242 100644 --- a/docs/help/User Menu/Console/emails/index.html +++ b/docs/help/User Menu/Console/emails/index.html @@ -5,7 +5,7 @@ Mail | OpenSign™ - + diff --git a/docs/help/User Menu/Console/general/index.html b/docs/help/User Menu/Console/general/index.html index d3ec8f6d3..e00fa992f 100644 --- a/docs/help/User Menu/Console/general/index.html +++ b/docs/help/User Menu/Console/general/index.html @@ -5,7 +5,7 @@ General | OpenSign™ - + diff --git a/docs/help/User Menu/Console/globalSMTP/index.html b/docs/help/User Menu/Console/globalSMTP/index.html index fda61f178..ce6107067 100644 --- a/docs/help/User Menu/Console/globalSMTP/index.html +++ b/docs/help/User Menu/Console/globalSMTP/index.html @@ -5,7 +5,7 @@ Global SMTP | OpenSign™ - + diff --git a/docs/help/User Menu/Console/orgadmin/index.html b/docs/help/User Menu/Console/orgadmin/index.html index 7c8652925..b1027c9c5 100644 --- a/docs/help/User Menu/Console/orgadmin/index.html +++ b/docs/help/User Menu/Console/orgadmin/index.html @@ -5,7 +5,7 @@ Org Admins | OpenSign™ - + diff --git a/docs/help/User Menu/Console/organizations/index.html b/docs/help/User Menu/Console/organizations/index.html index 083ca677c..ec0c2b9c8 100644 --- a/docs/help/User Menu/Console/organizations/index.html +++ b/docs/help/User Menu/Console/organizations/index.html @@ -5,7 +5,7 @@ Organizations | OpenSign™ - + diff --git a/docs/help/User Menu/Console/signing_certificate/index.html b/docs/help/User Menu/Console/signing_certificate/index.html index 29221908e..70f9ea04e 100644 --- a/docs/help/User Menu/Console/signing_certificate/index.html +++ b/docs/help/User Menu/Console/signing_certificate/index.html @@ -5,7 +5,7 @@ Custom Signing Certificate | OpenSign™ - + diff --git a/docs/help/User Menu/Profile/index.html b/docs/help/User Menu/Profile/index.html index b6d42c9fd..5f4a33a43 100644 --- a/docs/help/User Menu/Profile/index.html +++ b/docs/help/User Menu/Profile/index.html @@ -5,7 +5,7 @@ Profile | OpenSign™ - + diff --git a/docs/help/intro/index.html b/docs/help/intro/index.html index 10c209974..67e796962 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 86961134f..8f071197b 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 1c36e8e04..9c216f115 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 260253ab7..fd17941cf 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 917d46d2a..9e715e29f 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 255775fda..16f166024 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 84f4890bb..0d003f481 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 063778f40..515ec9e35 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 9631f88c0..d1d48119a 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 5b4175e2f..047adf586 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 d4075710b..e4a73c88c 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 ea1f199d3..f8201c636 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 7f4fa5c54..0761597ce 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +