From 7680c8e140683aca15c1b94eadd0766d33c9b966 Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 10 Oct 2025 10:46:24 +0530 Subject: [PATCH] Update and rename navigate-between-pages.md to widgets.md --- .../New-Document/navigate-between-pages.md | 9 -- docs/docs/help/New-Document/widgets.md | 100 ++++++++++++++++++ 2 files changed, 100 insertions(+), 9 deletions(-) delete mode 100644 docs/docs/help/New-Document/navigate-between-pages.md create mode 100644 docs/docs/help/New-Document/widgets.md diff --git a/docs/docs/help/New-Document/navigate-between-pages.md b/docs/docs/help/New-Document/navigate-between-pages.md deleted file mode 100644 index f7705c792..000000000 --- a/docs/docs/help/New-Document/navigate-between-pages.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -sidebar_position: 3 -title: Navigate between pages of a document ---- - -# How to navigate between pages of a document in OpenSign™? - -To navigate between pages of a document that you have uploaded either click on the previous page `<<` & next page `>>` buttons at the top or click on any of the page previews loaded on the left side - -![image](https://github.com/user-attachments/assets/4d4d8dc1-1197-4b29-90ea-3537389bd1d8) diff --git a/docs/docs/help/New-Document/widgets.md b/docs/docs/help/New-Document/widgets.md new file mode 100644 index 000000000..33da99b56 --- /dev/null +++ b/docs/docs/help/New-Document/widgets.md @@ -0,0 +1,100 @@ +--- +sidebar_position: 3 +title: Widgets in OpenSign +--- + +# 🧩 Understanding Widgets in OpenSign + +Widgets in **OpenSign** are interactive fields that you can place on your documents to collect information, signatures, or confirmations from recipients during the signing process. + +They make your documents dynamic — allowing signers to fill in details like names, dates, numbers, checkboxes, or digital signatures directly within the document. + +Widgets help you: +- Create fillable and interactive documents +- Control the type of input signers can provide (text, date, number, etc.) +- Ensure data consistency and validation +- Streamline form completion and signing workflows + +OpenSign offers various widget types such as **Signature**, **Initial**, **Text**, **Date**, **Checkbox**, **Stamp**, and now the newly added **Number Widget** — each designed for specific use cases. + +# 🧮 Number Widget – Help Guide + +The **Number Widget** in **OpenSign** allows you to collect numeric input from signers within your document — such as phone numbers, invoice totals, employee IDs, or any other numerical values. + +This widget ensures that only **numbers** can be entered, helping maintain data accuracy and consistency in your signed documents. + +--- + +## 🔹 Purpose + +Use the **Number Widget** when you need signers to input strictly numerical data during the signing process. +It’s ideal for: + +- Numeric IDs (e.g., Employee ID, Order Number) +- Contact numbers +- Amounts or values +- Zip/Postal codes +- Quantity or count fields + +--- + +## 🧭 How to Add the Number Widget + +1. Open a document in the **OpenSign editor**. +2. From the **Widget Toolbar**, select **“Number”**. +3. Click anywhere on the document where you want the number field to appear. +4. Adjust the size and position as needed. +5. Assign the widget to a **signer** (if the document has multiple signers). + +--- + +## ⚙️ Widget Properties + +You can configure the following options for the **Number Widget**: + +| **Property** | **Description** | +|---------------|-----------------| +| **Label** | Adds a name or description for the field (e.g., *Enter Invoice Number*). | +| **Placeholder** | Displays a hint or example inside the field before the signer types (e.g., *12345*). | +| **Default Value** | Pre-fills the field with a number (optional). | +| **Required** | Makes the field mandatory for the signer to complete before submission. | +| **Read-Only** | Displays the number but prevents editing by the signer. | +| **Validation** | Ensures only numbers are entered — no alphabets or special characters are allowed. | + +--- + +## ✍️ Signer Experience + +When the document is opened for signing: + +- The signer will see a numeric input box where the Number Widget is placed. +- Only **digits (0–9)** can be entered in the field. +- If the field is marked **Required**, the signer cannot complete signing without entering a number. +- The entered number will appear in the final signed PDF. + +--- + +## 📄 Example Use Case + +**Scenario:** +You’re sending a purchase order form where the vendor needs to enter a **quotation amount**. +Add a **Number Widget** labeled “Quotation Amount” and mark it as **Required**. +This ensures the vendor provides a valid numeric value before submitting the signed document. + +--- + +## 💡 Tips + +- Use the **Number Widget** for fields where accuracy is critical — such as payment amounts or IDs. +- Combine with **Text** or **Date Widgets** to create comprehensive forms. +- Avoid using the **Number Widget** for formatted data (e.g., currency symbols, percentages). For such cases, predefine formatting in the document. + +--- + +## 🔐 Output in Final Document + +Once signed, the numeric input appears exactly as entered in the signed PDF, maintaining consistent alignment and formatting. + +--- + +> 📝 *Tip: You can include screenshots here for better visual guidance (e.g., toolbar selection, widget placement, and signer view).*