diff --git a/404.html b/404.html index b0833ed18..b98f6e8f4 100644 --- a/404.html +++ b/404.html @@ -5,7 +5,7 @@ Page Not Found | OpenSign™ - + diff --git a/assets/js/1f7895dc.15f115ce.js b/assets/js/1f7895dc.15f115ce.js deleted file mode 100644 index 375d0f777..000000000 --- a/assets/js/1f7895dc.15f115ce.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4918],{27346:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>c,contentTitle:()=>r,default:()=>d,frontMatter:()=>i,metadata:()=>a,toc:()=>l});var s=n(85893),o=n(11151);const i={sidebar_position:3,title:"Quickly Send template to a signer"},r="Intro",a={id:"help/Templates/quick-send",title:"Quickly Send template to a signer",description:"Welcome to the OpenSign\u2122 Help Center! This section is designed to provide you with all the necessary information to effectively use the OpenSign\u2122 application. Whether you are a new user or an experienced one looking to explore more features, our comprehensive guides and resources are here to assist you.",source:"@site/docs/help/Templates/quick-send.md",sourceDirName:"help/Templates",slug:"/help/Templates/quick-send",permalink:"/docs/help/Templates/quick-send",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/quick-send.md",tags:[],version:"current",sidebarPosition:3,frontMatter:{sidebar_position:3,title:"Quickly Send template to a signer"},sidebar:"tutorialSidebar",previous:{title:"Use template to create documents",permalink:"/docs/help/Templates/use-template"},next:{title:"Settings",permalink:"/docs/category/settings"}},c={},l=[{value:"Getting Started",id:"getting-started",level:2}];function p(e){const t={a:"a",h1:"h1",h2:"h2",p:"p",strong:"strong",...(0,o.a)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.h1,{id:"intro",children:"Intro"}),"\n",(0,s.jsxs)(t.p,{children:["Welcome to the ",(0,s.jsx)(t.a,{href:"https://app.opensignlabs.com",children:"OpenSign\u2122"})," Help Center! This section is designed to provide you with all the necessary information to effectively use the OpenSign\u2122 application. Whether you are a new user or an experienced one looking to explore more features, our comprehensive guides and resources are here to assist you."]}),"\n",(0,s.jsx)(t.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"try OpenSign on cloud"})," at ",(0,s.jsx)(t.strong,{children:(0,s.jsx)(t.a,{href:"https://app.opensignlabs.com",children:"OpenSignLabs"})}),"."]}),"\n",(0,s.jsx)(t.p,{children:"Or"}),"\n",(0,s.jsxs)(t.p,{children:["Get started by deploying a new instance of ",(0,s.jsx)(t.strong,{children:"OpenSign"})," by following these ",(0,s.jsx)(t.a,{href:"https://docs.opensignlabs.com/docs/self-host/intro",children:"instructions"}),"."]})]})}function d(e={}){const{wrapper:t}={...(0,o.a)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(p,{...e})}):p(e)}},11151:(e,t,n)=>{n.d(t,{Z:()=>a,a:()=>r});var s=n(67294);const o={},i=s.createContext(o);function r(e){const t=s.useContext(i);return s.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function a(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:r(e.components),s.createElement(i.Provider,{value:t},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/1f7895dc.910d4a50.js b/assets/js/1f7895dc.910d4a50.js new file mode 100644 index 000000000..0a992fa4a --- /dev/null +++ b/assets/js/1f7895dc.910d4a50.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4918],{27346:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>l,metadata:()=>o,toc:()=>d});var i=n(85893),s=n(11151);const l={sidebar_position:3,title:"Quickly Send the Document for Signature Using Template"},r="How to use the OpenSign Quick Send feature to send a document for signature using a template",o={id:"help/Templates/quick-send",title:"Quickly Send the Document for Signature Using Template",description:"Step 1: Begin New Template Creation",source:"@site/docs/help/Templates/quick-send.md",sourceDirName:"help/Templates",slug:"/help/Templates/quick-send",permalink:"/docs/help/Templates/quick-send",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/quick-send.md",tags:[],version:"current",sidebarPosition:3,frontMatter:{sidebar_position:3,title:"Quickly Send the Document for Signature Using Template"},sidebar:"tutorialSidebar",previous:{title:"Use template to create documents",permalink:"/docs/help/Templates/use-template"},next:{title:"Settings",permalink:"/docs/category/settings"}},a={},d=[{value:"Step 1: Begin New Template Creation",id:"step-1-begin-new-template-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Template Details",id:"step-3-entering-template-details",level:3},{value:"Step 4: Set the sending order",id:"step-4-set-the-sending-order",level:3},{value:"Step 5: Auto reminder (feature only avilable for the subscribed user)",id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",level:3},{value:"Step 6: Proceed to Template Creation Panel",id:"step-6-proceed-to-template-creation-panel",level:3},{value:"Step 7: Template creation",id:"step-7-template-creation",level:3},{value:"Step 8: Save Template",id:"step-8-save-template",level:3},{value:"Step 9: Viewing and Managing Templates",id:"step-9-viewing-and-managing-templates",level:3},{value:"Step 10: Quick Send",id:"step-10-quick-send",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 11: Email OTP verification",id:"step-11-email-otp-verification",level:3},{value:"Step 12: Finalizing the Process:",id:"step-12-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.a)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.h1,{id:"how-to-use-the-opensign-quick-send-feature-to-send-a-document-for-signature-using-a-template",children:"How to use the OpenSign Quick Send feature to send a document for signature using a template"}),"\n",(0,i.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,i.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. 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You\u2019ll also find actions like "Use Template," "Quick Send," "Edit," "Delete," and more.'}),"\n",(0,i.jsx)(t.h3,{id:"step-10-quick-send",children:"Step 10: Quick Send"}),"\n",(0,i.jsx)(t.p,{children:"For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/02334ff3-eab6-4a11-aba2-d95a5cba2935"}),"\n",(0,i.jsx)(t.p,{children:"How to Send the Document:"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Click the Quick Send button next to the template in the list."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"A popup will open where you can assign signers to each role by simply adding their email addresses."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"If you need to create multiple documents, click the Add New button."}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request."}),"\n",(0,i.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,i.jsx)(t.h3,{id:"step-11-email-otp-verification",children:"Step 11: Email OTP verification"}),"\n",(0,i.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,i.jsx)("div",{children:(0,i.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,i.jsx)("div",{children:(0,i.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,i.jsx)(t.h3,{id:"step-12-finalizing-the-process",children:"Step 12: Finalizing the Process:"}),"\n",(0,i.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,i.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. 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\ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[8141],{35234:e=>{e.exports=JSON.parse('{"title":"Settings","description":"5 minutes to learn everything about OpenSign\u2122 configuration.","slug":"/category/settings","permalink":"/docs/category/settings","navigation":{"previous":{"title":"Quickly Send the Document for Signature Using Template","permalink":"/docs/help/Templates/quick-send"},"next":{"title":"My Signature","permalink":"/docs/help/Settings/my-signature"}}}')}}]); \ No newline at end of file diff --git a/assets/js/e9e778b7.0ce9f4ac.js b/assets/js/e9e778b7.0ce9f4ac.js deleted file mode 100644 index e3d31f23d..000000000 --- a/assets/js/e9e778b7.0ce9f4ac.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1512],{50070:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>o,default:()=>h,frontMatter:()=>l,metadata:()=>r,toc:()=>d});var i=n(85893),s=n(11151);const l={sidebar_position:2,title:"Use template to create documents"},o="How to use template to create documents in OpenSign\u2122",r={id:"help/Templates/use-template",title:"Use template to create documents",description:"Step 1: Begin New Template Creation",source:"@site/docs/help/Templates/use-template.md",sourceDirName:"help/Templates",slug:"/help/Templates/use-template",permalink:"/docs/help/Templates/use-template",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/use-template.md",tags:[],version:"current",sidebarPosition:2,frontMatter:{sidebar_position:2,title:"Use template to create documents"},sidebar:"tutorialSidebar",previous:{title:"Create Templates",permalink:"/docs/help/Templates/create-template"},next:{title:"Quickly Send template to a signer",permalink:"/docs/help/Templates/quick-send"}},a={},d=[{value:"Step 1: Begin New Template Creation",id:"step-1-begin-new-template-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Template Details",id:"step-3-entering-template-details",level:3},{value:"Step 4: Set the sending order",id:"step-4-set-the-sending-order",level:3},{value:"Step 5: Auto reminder (feature only avilable for the subscribed user)",id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",level:3},{value:"Step 6: Proceed to Template Creation Panel",id:"step-6-proceed-to-template-creation-panel",level:3},{value:"Step 7: Template creation",id:"step-7-template-creation",level:3},{value:"Step 8: Save Template",id:"step-8-save-template",level:3},{value:"Step 9:",id:"step-9",level:3},{value:"Step 10: Next:",id:"step-10-next",level:3},{value:"Step 11: Send Mail",id:"step-11-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 12: Email OTP verification",id:"step-12-email-otp-verification",level:3},{value:"Step 13: Finalizing the Process:",id:"step-13-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.a)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.h1,{id:"how-to-use-template-to-create-documents-in-opensign",children:"How to use template to create documents in OpenSign\u2122"}),"\n",(0,i.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,i.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[3] Title"})," ",(0,i.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:(0,i.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only avilable for the subscribed user)"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[1] Assign signature widget"}),": Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,i.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,i.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,i.jsx)(t.p,{children:"After doing so, a \u201cCreate Document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-9",children:"Step 9:"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"You now have two options to create a document from a template"}),":"]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"1) Instant Document Creation with 'Yes' Option"}),":"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:'Select the "Yes" option from the popup. This will open the template, enabling you to create a document for a signature request.'}),"\n",(0,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/d9b80b9e-390f-4382-9b81-8b91ec2efeba"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"2) Create Documents via 'Use Template' in Manage Templates"}),":"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:'Select the "No" option from the popup, and you\'ll be redirected to the Manage Templates form. To use a template, click the "+ USE" button next to the desired template. This will open the template and allow you to create a document for a signature request. displaying all the widgets that were set up during template creation.'}),"\n",(0,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e33f63b4-5b1a-430d-9fae-44a6ea316ba2"}),"\n",(0,i.jsx)(t.p,{children:"You can view all the widgets configured during template creation and also add, remove, or adjust them as needed. Before sending the document for signatures, it's essential to assign signers to each role."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Option1"}),": To assign a signer, simply double-click on any widget corresponding to that role. A popup will appear, allowing you to either select an existing signer or add a new one."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Option2"}),": Every widget includes an option to assign a signer. Clicking the second option on the widget allows you to assign the signer, either by selecting from existing signers in the dropdown or by adding a new signer."]}),"\n",(0,i.jsx)(t.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Next"}),': Once the signers are assigned to all the roles, click the "Next" button. The document will then be created.']}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,i.jsx)(t.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,i.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,i.jsx)(t.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,i.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,i.jsx)("div",{children:(0,i.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,i.jsx)("div",{children:(0,i.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,i.jsx)(t.h3,{id:"step-13-finalizing-the-process",children:"Step 13: Finalizing the Process:"}),"\n",(0,i.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,i.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,i.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,i.jsx)(t.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,i.jsx)(t.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,i.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:t}={...(0,s.a)(),...e.components};return t?(0,i.jsx)(t,{...e,children:(0,i.jsx)(c,{...e})}):c(e)}},11151:(e,t,n)=>{n.d(t,{Z:()=>r,a:()=>o});var i=n(67294);const s={},l=i.createContext(s);function o(e){const t=i.useContext(l);return i.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function r(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:o(e.components),i.createElement(l.Provider,{value:t},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/e9e778b7.9637e502.js b/assets/js/e9e778b7.9637e502.js new file mode 100644 index 000000000..35bc29ea8 --- /dev/null +++ b/assets/js/e9e778b7.9637e502.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1512],{50070:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>o,default:()=>h,frontMatter:()=>l,metadata:()=>r,toc:()=>d});var i=n(85893),s=n(11151);const l={sidebar_position:2,title:"Use template to create documents"},o="How to use template to create documents in OpenSign\u2122",r={id:"help/Templates/use-template",title:"Use template to create documents",description:"Step 1: Begin New Template Creation",source:"@site/docs/help/Templates/use-template.md",sourceDirName:"help/Templates",slug:"/help/Templates/use-template",permalink:"/docs/help/Templates/use-template",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/use-template.md",tags:[],version:"current",sidebarPosition:2,frontMatter:{sidebar_position:2,title:"Use template to create documents"},sidebar:"tutorialSidebar",previous:{title:"Create Templates",permalink:"/docs/help/Templates/create-template"},next:{title:"Quickly Send the Document for Signature Using Template",permalink:"/docs/help/Templates/quick-send"}},a={},d=[{value:"Step 1: Begin New Template Creation",id:"step-1-begin-new-template-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Template Details",id:"step-3-entering-template-details",level:3},{value:"Step 4: Set the sending order",id:"step-4-set-the-sending-order",level:3},{value:"Step 5: Auto reminder (feature only avilable for the subscribed user)",id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",level:3},{value:"Step 6: Proceed to Template Creation Panel",id:"step-6-proceed-to-template-creation-panel",level:3},{value:"Step 7: Template creation",id:"step-7-template-creation",level:3},{value:"Step 8: Save Template",id:"step-8-save-template",level:3},{value:"Step 9:",id:"step-9",level:3},{value:"Step 10: Next:",id:"step-10-next",level:3},{value:"Step 11: Send Mail",id:"step-11-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 12: Email OTP verification",id:"step-12-email-otp-verification",level:3},{value:"Step 13: Finalizing the Process:",id:"step-13-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.a)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.h1,{id:"how-to-use-template-to-create-documents-in-opensign",children:"How to use template to create documents in OpenSign\u2122"}),"\n",(0,i.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,i.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[3] Title"})," ",(0,i.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:(0,i.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only avilable for the subscribed user)"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[1] Assign signature widget"}),": Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,i.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,i.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,i.jsx)(t.p,{children:"After doing so, a \u201cCreate Document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-9",children:"Step 9:"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"You now have two options to create a document from a template"}),":"]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"1) Instant Document Creation with 'Yes' Option"}),":"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:'Select the "Yes" option from the popup. This will open the template, enabling you to create a document for a signature request.'}),"\n",(0,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/d9b80b9e-390f-4382-9b81-8b91ec2efeba"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"2) Create Documents via 'Use Template' in Manage Templates"}),":"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:'Select the "No" option from the popup, and you\'ll be redirected to the Manage Templates form. To use a template, click the "+ USE" button next to the desired template. This will open the template and allow you to create a document for a signature request. displaying all the widgets that were set up during template creation.'}),"\n",(0,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e33f63b4-5b1a-430d-9fae-44a6ea316ba2"}),"\n",(0,i.jsx)(t.p,{children:"You can view all the widgets configured during template creation and also add, remove, or adjust them as needed. Before sending the document for signatures, it's essential to assign signers to each role."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Option1"}),": To assign a signer, simply double-click on any widget corresponding to that role. A popup will appear, allowing you to either select an existing signer or add a new one."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Option2"}),": Every widget includes an option to assign a signer. Clicking the second option on the widget allows you to assign the signer, either by selecting from existing signers in the dropdown or by adding a new signer."]}),"\n",(0,i.jsx)(t.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Next"}),': Once the signers are assigned to all the roles, click the "Next" button. The document will then be created.']}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,i.jsx)(t.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,i.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,i.jsx)(t.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,i.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,i.jsx)("div",{children:(0,i.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,i.jsx)("div",{children:(0,i.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,i.jsx)(t.h3,{id:"step-13-finalizing-the-process",children:"Step 13: Finalizing the Process:"}),"\n",(0,i.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,i.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,i.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,i.jsx)(t.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,i.jsx)(t.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,i.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on 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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 330528e6a..75ea4adfb 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 a88807f99..e342bdd0d 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 64b6e94f5..e5a6abc16 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 ad94e10a8..9992d8138 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 900ee0a13..1504d46af 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 60d42b93d..55e51d374 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 7bf853cce..deed06e28 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 e2d782618..112f36ab8 100644 --- a/blog/welcome/index.html +++ b/blog/welcome/index.html @@ -5,7 +5,7 @@ Welcome | OpenSign™ - + diff --git a/docs/API-docs/contactlist/index.html b/docs/API-docs/contactlist/index.html index bc287c16b..fac2505b0 100644 --- a/docs/API-docs/contactlist/index.html +++ b/docs/API-docs/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/createcontact/index.html b/docs/API-docs/createcontact/index.html index 9d499f8bb..727333bcc 100644 --- a/docs/API-docs/createcontact/index.html +++ b/docs/API-docs/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/createdocument/index.html b/docs/API-docs/createdocument/index.html index a9ae379d8..2af63c91e 100644 --- a/docs/API-docs/createdocument/index.html +++ b/docs/API-docs/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/createdocumentwithtemplateid/index.html b/docs/API-docs/createdocumentwithtemplateid/index.html index 501186a4a..6c315bd6c 100644 --- a/docs/API-docs/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/createfolder/index.html b/docs/API-docs/createfolder/index.html index e41f568b1..11e553c79 100644 --- a/docs/API-docs/createfolder/index.html +++ b/docs/API-docs/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/createtemplate/index.html b/docs/API-docs/createtemplate/index.html index c879ac6ba..809f3a31a 100644 --- a/docs/API-docs/createtemplate/index.html +++ b/docs/API-docs/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/delete-template/index.html b/docs/API-docs/delete-template/index.html index bbb81f677..0d44928d6 100644 --- a/docs/API-docs/delete-template/index.html +++ b/docs/API-docs/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/delete-webhook/index.html b/docs/API-docs/delete-webhook/index.html index 5abca3593..c7d47dc8d 100644 --- a/docs/API-docs/delete-webhook/index.html +++ b/docs/API-docs/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/deletecontact/index.html b/docs/API-docs/deletecontact/index.html index ee2fac8b5..0d54cd153 100644 --- a/docs/API-docs/deletecontact/index.html +++ b/docs/API-docs/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/deletedocument/index.html b/docs/API-docs/deletedocument/index.html index f084e5953..dd3e5c517 100644 --- a/docs/API-docs/deletedocument/index.html +++ b/docs/API-docs/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/deletefolder/index.html b/docs/API-docs/deletefolder/index.html index 5224c67f5..0b22cca38 100644 --- a/docs/API-docs/deletefolder/index.html +++ b/docs/API-docs/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/draftedocument/index.html b/docs/API-docs/draftedocument/index.html index 0b1cc3bfb..6508405f8 100644 --- a/docs/API-docs/draftedocument/index.html +++ b/docs/API-docs/draftedocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/folderlist/index.html b/docs/API-docs/folderlist/index.html index 56c3e5fca..3f787a1f7 100644 --- a/docs/API-docs/folderlist/index.html +++ b/docs/API-docs/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/get-template/index.html b/docs/API-docs/get-template/index.html index fc8fb421e..7e83d3cf3 100644 --- a/docs/API-docs/get-template/index.html +++ b/docs/API-docs/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/get-user/index.html b/docs/API-docs/get-user/index.html index 2f0f1d6dc..a451bc40f 100644 --- a/docs/API-docs/get-user/index.html +++ b/docs/API-docs/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/get-webhook/index.html b/docs/API-docs/get-webhook/index.html index 1de778cbf..b74764577 100644 --- a/docs/API-docs/get-webhook/index.html +++ b/docs/API-docs/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/getcontact/index.html b/docs/API-docs/getcontact/index.html index 65d3ae7ba..2d61505fe 100644 --- a/docs/API-docs/getcontact/index.html +++ b/docs/API-docs/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/getdocument/index.html b/docs/API-docs/getdocument/index.html index 706eee974..9e9f928d4 100644 --- a/docs/API-docs/getdocument/index.html +++ b/docs/API-docs/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/getdocumentlist/index.html b/docs/API-docs/getdocumentlist/index.html index 2d00f4ab6..b356074cb 100644 --- a/docs/API-docs/getdocumentlist/index.html +++ b/docs/API-docs/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/getfolder/index.html b/docs/API-docs/getfolder/index.html index 045e19f9f..53b073a76 100644 --- a/docs/API-docs/getfolder/index.html +++ b/docs/API-docs/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/gettemplatelist/index.html b/docs/API-docs/gettemplatelist/index.html index b3d54342f..9de3fc881 100644 --- a/docs/API-docs/gettemplatelist/index.html +++ b/docs/API-docs/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/intro/index.html b/docs/API-docs/intro/index.html index 3c39183d5..6eafe1409 100644 --- a/docs/API-docs/intro/index.html +++ b/docs/API-docs/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/opensign-api-v-1/index.html b/docs/API-docs/opensign-api-v-1/index.html index b0b10ca58..dc70a8dbb 100644 --- a/docs/API-docs/opensign-api-v-1/index.html +++ b/docs/API-docs/opensign-api-v-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/resendrequestmail/index.html b/docs/API-docs/resendrequestmail/index.html index db02971f0..2a1dabfd6 100644 --- a/docs/API-docs/resendrequestmail/index.html +++ b/docs/API-docs/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/save-update-webhook/index.html b/docs/API-docs/save-update-webhook/index.html index 716c5bd18..a54101e39 100644 --- a/docs/API-docs/save-update-webhook/index.html +++ b/docs/API-docs/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/update-document/index.html b/docs/API-docs/update-document/index.html index a586f9d67..ea93882b8 100644 --- a/docs/API-docs/update-document/index.html +++ b/docs/API-docs/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/update-template/index.html b/docs/API-docs/update-template/index.html index 51a217815..fcabb67b0 100644 --- a/docs/API-docs/update-template/index.html +++ b/docs/API-docs/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/updatefolder/index.html b/docs/API-docs/updatefolder/index.html index 8f7f92da0..a16f1f0fd 100644 --- a/docs/API-docs/updatefolder/index.html +++ b/docs/API-docs/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/category/cloud-storage/index.html b/docs/category/cloud-storage/index.html index ae7e09132..306bed74c 100644 --- a/docs/category/cloud-storage/index.html +++ b/docs/category/cloud-storage/index.html @@ -5,7 +5,7 @@ Cloud Storage | OpenSign™ - + diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html index df381d1b4..071176c59 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 9c2dd698a..dbc2d671d 100644 --- a/docs/category/docker/index.html +++ b/docs/category/docker/index.html @@ -5,7 +5,7 @@ Docker | OpenSign™ - + diff --git a/docs/category/faqs/index.html b/docs/category/faqs/index.html index e4f1100b4..afc1f1fa0 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 c999f7f2e..f963a07aa 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 0adc95f00..d75f5e95e 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/reports/index.html b/docs/category/reports/index.html index 5f2d0a128..b8c0d0805 100644 --- a/docs/category/reports/index.html +++ b/docs/category/reports/index.html @@ -5,7 +5,7 @@ Reports | OpenSign™ - + diff --git a/docs/category/settings/index.html b/docs/category/settings/index.html index 6a623d0ef..cacf4645c 100644 --- a/docs/category/settings/index.html +++ b/docs/category/settings/index.html @@ -5,10 +5,10 @@ Settings | OpenSign™ - + -

Settings

5 minutes to learn everything about OpenSign™ configuration.

+

Settings

5 minutes to learn everything about OpenSign™ configuration.

\ No newline at end of file diff --git a/docs/category/templates/index.html b/docs/category/templates/index.html index a9a891818..dca23cf46 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,10 +5,10 @@ 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/contribute/CODE_OF_CONDUCT/index.html b/docs/contribute/CODE_OF_CONDUCT/index.html index 4211a8b21..2648eef4a 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 8952b836f..062eb08f6 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 46a63d749..960bd64b7 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 31e8094a1..ab2f54ad1 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 0df7d796f..a5c1d77a2 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 4ef726171..3bf69c591 100644 --- a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html +++ b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html @@ -5,7 +5,7 @@ Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™ - + diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html index cf071ca1c..66e015104 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/navigate-between-pages/index.html b/docs/help/New-Document/navigate-between-pages/index.html index 9a5552d88..c3251bc5d 100644 --- a/docs/help/New-Document/navigate-between-pages/index.html +++ b/docs/help/New-Document/navigate-between-pages/index.html @@ -5,7 +5,7 @@ Navigate between pages of a document | OpenSign™ - + diff --git a/docs/help/New-Document/request-signatures/index.html b/docs/help/New-Document/request-signatures/index.html index b4c33aa6f..f2ef9adc2 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 f7b87376b..549af4677 100644 --- a/docs/help/New-Document/sign-yourself/index.html +++ b/docs/help/New-Document/sign-yourself/index.html @@ -5,7 +5,7 @@ Sign your-self | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html index 2a830b1c9..55ce49d7a 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 208a10858..35e5efad1 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 3ba1599c6..61b8bb1bc 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 2b14d8491..f11d7b1dd 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 df38f8446..5cccc39c7 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/declined/index.html b/docs/help/Reports/declined/index.html index 0fdf4b5eb..7e9434e51 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 13908ea9c..ffce2f1c9 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 52e2a1bca..4aa7463a3 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 a9f5b412e..78bac36fe 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 f34b55a3a..538273959 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/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index 07dffb558..1e0d1a613 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 bedc9e335..d9eabf30d 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 90e977f55..56f2fa88f 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 4505fd893..747652254 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,11 +5,11 @@ Create Templates | OpenSign™ - + -

Create Templates

Getting Started​

+

Create Templates

Getting Started​

Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:

How to Create a Template in OpenSign™

Step 1: Begin New Template Creation​

@@ -185,7 +185,7 @@ Select the option that best suits the needs of your document processing.

Step 8: Save Template​

-

Next button: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template.

+

Next button: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template.

After doing so, a “Create Document” popup will appear, prompting you with the question: “Do you want to create a document using the template you just created?” You’ll have the option to choose either “Yes” or “No.” If you select "Yes": It will create a document using the template you just created. If you select "No": You will be redirected to the Manage templates form.

diff --git a/docs/help/Templates/quick-send/index.html b/docs/help/Templates/quick-send/index.html index c9e7d9ccb..211673843 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -3,17 +3,127 @@ -Quickly Send template to a signer | OpenSign™ +Quickly Send the Document for Signature Using Template | OpenSign™ - + -

Intro

-

Welcome to the OpenSign™ Help Center! This section is designed to provide you with all the necessary information to effectively use the OpenSign™ application. Whether you are a new user or an experienced one looking to explore more features, our comprehensive guides and resources are here to assist you.

-

Getting Started​

-

try OpenSign on cloud at OpenSignLabs.

-

Or

-

Get started by deploying a new instance of OpenSign by following these instructions.

+

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 +

Step 2: Uploading Your Document​

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

Step 3: Entering Template Details​

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

Step 4: Set the sending order​

+
    +
  • [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.
      • +
    +
    • +
+

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

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

Step 6: Proceed to Template Creation Panel​

+
    +
  • Next: Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.
    • +
  • Cancel: If you need to start over or make changes, click Cancel button to clear the form.
    • +
+

Step 7: Template creation​

+Create Template +
    +
  • +

    [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.
      • +
    +
    • +
  • +

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

    +
      +
    • [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.
      • +
    +

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

    +
      +
    • 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. +
        +
      • 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.
      • +
    +
    • +
+

Step 8: Save Template​

+

Next button: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template.

+

After doing so, a “Create Document” popup will appear, prompting you with the question: “Do you want to create a document using the template you just created?” You’ll have the option to choose either “Yes” or “No.” +If you select "Yes": It will create a document using the template you just created. +If you select "No": You will be redirected to the Manage templates form.

+

Step 9: Viewing and Managing Templates​

+Manage Template +

On the Manage Templates page, you'll see a list of templates you've created or have access to. This list provides details such as the template title, file, owner, signers, and whether the template is public. You’ll also find actions like "Use Template," "Quick Send," "Edit," "Delete," and more.

+

Step 10: Quick Send​

+

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

+Manage Template +

How to Send the Document:

+
    +
  • +

    Click the Quick 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.

    +
    • +
  • +

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

    +
    • +
+

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

+

Signers Signing Process​

+

Step 11: Email OTP verification​

+

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

+
OpenSign send OTP
+
OpenSign verify otp
+

Step 12: Finalizing the Process:​

+

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

+

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

+
    +
  • +

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

    +
    • +
  • +

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

    +
    • +
+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.
    • +
+

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

+

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 903ab5612..25253c408 100644 --- a/docs/help/Templates/use-template/index.html +++ b/docs/help/Templates/use-template/index.html @@ -5,11 +5,11 @@ Use template to create documents | OpenSign™ - + -

How to use template to create documents in OpenSign™

+

How to use template to create documents in OpenSign™

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.
    • @@ -143,6 +143,6 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more.
  • Signed documents can be accessed in the designated 'Root' folder or the one you have specified.

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

-

Happy signing with OpenSign™!

+

Happy signing with OpenSign™!

\ No newline at end of file diff --git a/docs/help/intro/index.html b/docs/help/intro/index.html index 11efd79da..8e204bfa1 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 43c00d7ee..081221778 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 2bdf0d144..e09321e61 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 379d82769..93364b4f8 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 f201323b7..140fc7a76 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/guides/env-variables/index.html b/docs/self-host/guides/env-variables/index.html index 2fe259deb..a2916a0ab 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 4b9fc8c58..d499a88bd 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 a93298e44..33593a2c1 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 7e7d871cd..7a1b1dd6d 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 bac96409c..12a4e29ef 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 5aa5fdbbf..468d30bfb 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +