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url:",id:"redirect-url",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"[1] Define roles and assign widgets:",id:"1-define-roles-and-assign-widgets",level:3},{value:"\u2699\ufe0f Widget Options",id:"\ufe0f-widget-options",level:4},{value:"\ud83d\udcc4 Edit Template",id:"-edit-template",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",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,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. 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This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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. 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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)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prefill",src:"https://github.com/user-attachments/assets/6400469f-1c7e-4eda-b170-fa5b4ce9ebce"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\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:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"1-define-roles-and-assign-widgets",children:"[1] Define roles and assign widgets:"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9305bf0b-02d4-4110-bbbf-6496c9fd6f65"}),"\n",(0,s.jsxs)(n.p,{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',(0,s.jsx)(n.strong,{children:"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"}),": The signature widget is used to add a signature to the document. Each role must have at least one signature widget assigned."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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",(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:"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process.\nAfter placing the Stamp widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp 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:["Copy Stamp: 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 stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials 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:["Copy Initials: 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 initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.\nAfter placing the name 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.\nAfter placing the job title 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.\nAfter placing the company 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\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:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field.\nAfter placing the Text Input 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:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions\nFor example:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Cells widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the cells widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection.\nOnce you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection.\nOnce you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process.\nAfter placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.\nAfter placing the email 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-edit-template",children:"\ud83d\udcc4 Edit Template"}),"\n",(0,s.jsx)(n.p,{children:"At the top of the Create Template panel, you\u2019ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template."}),"\n",(0,s.jsx)("img",{width:"800",alt:"edit template details",src:"https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"\ud83d\udd01 File Replacement"})," : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The new document must have the same number of pages."}),"\n",(0,s.jsx)(n.li,{children:"The page dimensions (width and height) must be identical to the original."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don\u2019t match, widgets may shift or be positioned outside the visible area of the document."}),"\n",(0,s.jsx)("img",{width:"800",alt:"Edit template details",src:"https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c"}),"\n",(0,s.jsx)(n.p,{children:"You can also update the following template details:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Template Title"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Description"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Note"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Send in Order"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Auto reminder"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable tour"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Notify on signatures"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),":"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Redirect Url"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time to complete (Days)"}),"\nClik on the submit button to save the edits."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\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:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"page controls",src:"https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4"}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"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 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,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Manage Templates"})," page displays all the templates you\u2019ve created or have access to. Each template entry shows key details including the template title, file, owner, assigned signers, and its public/private status."]}),"\n",(0,s.jsxs)(n.p,{children:["For a full walkthrough, check the detailed guide here:",(0,s.jsx)(n.br,{}),"\n",(0,s.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Templates/manage-templates",children:"Manage Templates"})]}),"\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:"The fields with an asterisk (*) are mandatory."}),"\n",(0,s.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,s.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\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!"})]})}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)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.25348d39.js b/assets/js/9640838e.25348d39.js deleted file mode 100644 index 8ec7c21fd..000000000 --- a/assets/js/9640838e.25348d39.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1688],{28453:(e,n,i)=>{i.d(n,{R:()=>r,x:()=>o});var t=i(96540);const s={},l=t.createContext(s);function r(e){const n=t.useContext(l);return t.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),t.createElement(l.Provider,{value:n},e.children)}},34545:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/Templates/create-template","title":"Create Templates","description":"Getting Started","source":"@site/docs/help/Templates/create-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/create-template","permalink":"/docs/help/Templates/create-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Create Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Templates","permalink":"/docs/category/templates"},"next":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"}}');var s=i(74848),l=i(28453);const r={sidebar_position:1,title:"Create Templates"},o=void 0,d={},a=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"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:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Auto reminder (feature only available for subscribed users)",id:"auto-reminder-feature-only-available-for-subscribed-users",level:3},{value:"Time to complete (days)",id:"time-to-complete-days",level:3},{value:"BCC",id:"bcc",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"Allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"[1] Define roles and assign widgets:",id:"1-define-roles-and-assign-widgets",level:3},{value:"\ud83d\udcc4 Edit Template",id:"-edit-template",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:"}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/143a752c-1ee3-4424-afe4-65922b71ddbb"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,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)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prefill",src:"https://github.com/user-attachments/assets/6400469f-1c7e-4eda-b170-fa5b4ce9ebce"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\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:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"1-define-roles-and-assign-widgets",children:"[1] Define roles and assign widgets:"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9305bf0b-02d4-4110-bbbf-6496c9fd6f65"}),"\n",(0,s.jsxs)(n.p,{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',(0,s.jsx)(n.strong,{children:"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"}),": The signature widget is used to add a signature to the document. Each role must have at least one signature widget assigned."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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",(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:["\n",(0,s.jsxs)(n.p,{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"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{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:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process.\nAfter placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp 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:["Copy Stamp: 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 stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials 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:["Copy Initials: 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 initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.\nAfter placing the name 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.\nAfter placing the job title 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.\nAfter placing the company 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": The date widget allows signers to add a date during the signing process.\nAfter placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field.\nAfter placing the Text Input 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:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions\nFor example:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Cells widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the cells widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection.\nOnce you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection.\nOnce you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process.\nAfter placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.\nAfter placing the email 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-edit-template",children:"\ud83d\udcc4 Edit Template"}),"\n",(0,s.jsx)(n.p,{children:"At the top of the Create Template panel, you\u2019ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template."}),"\n",(0,s.jsx)("img",{width:"800",alt:"edit template details",src:"https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"\ud83d\udd01 File Replacement"})," : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The new document must have the same number of pages."}),"\n",(0,s.jsx)(n.li,{children:"The page dimensions (width and height) must be identical to the original."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don\u2019t match, widgets may shift or be positioned outside the visible area of the document."}),"\n",(0,s.jsx)("img",{width:"800",alt:"Edit template details",src:"https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c"}),"\n",(0,s.jsx)(n.p,{children:"You can also update the following template details:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Template Title"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Description"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Note"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Send in Order"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Auto reminder"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable tour"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Notify on signatures"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),":"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Redirect Url"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time to complete (Days)"}),"\nClik on the submit button to save the edits."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\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:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"page controls",src:"https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4"}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"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 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,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Manage Templates"})," page displays all the templates you\u2019ve created or have access to. Each template entry shows key details including the template title, file, owner, assigned signers, and its public/private status."]}),"\n",(0,s.jsxs)(n.p,{children:["For a full walkthrough, check the detailed guide here:",(0,s.jsx)(n.br,{}),"\n",(0,s.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Templates/manage-templates",children:"Manage Templates"})]}),"\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:"The fields with an asterisk (*) are mandatory."}),"\n",(0,s.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,s.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\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!"})]})}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)}}}]); \ No newline at end of file diff --git a/assets/js/cfb1e6eb.cace8bac.js b/assets/js/cfb1e6eb.60bd1b18.js similarity index 99% rename from assets/js/cfb1e6eb.cace8bac.js rename to assets/js/cfb1e6eb.60bd1b18.js index 117904df6..daafde6e1 100644 --- a/assets/js/cfb1e6eb.cace8bac.js +++ b/assets/js/cfb1e6eb.60bd1b18.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[539],{28453:(e,n,s)=>{s.d(n,{R:()=>r,x:()=>a});var o=s(96540);const i={},t=o.createContext(i);function r(e){const n=o.useContext(t);return o.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:r(e.components),o.createElement(t.Provider,{value:n},e.children)}},79436:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>d,contentTitle:()=>a,default:()=>h,frontMatter:()=>r,metadata:()=>o,toc:()=>l});const o=JSON.parse('{"id":"help/Settings/Webhook","title":"Webhook","description":"\ud83d\udd14 What is a Webhook?","source":"@site/docs/help/Settings/Webhook.md","sourceDirName":"help/Settings","slug":"/help/Settings/Webhook","permalink":"/docs/help/Settings/Webhook","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Webhook.md","tags":[],"version":"current","sidebarPosition":3,"frontMatter":{"sidebar_position":3,"title":"Webhook"},"sidebar":"tutorialSidebar","previous":{"title":"API Token","permalink":"/docs/help/Settings/APIToken"},"next":{"title":"Preferences","permalink":"/docs/help/Settings/Preferences"}}');var i=s(74848),t=s(28453);const r={sidebar_position:3,title:"Webhook"},a="\ud83d\udd01 Webhook",d={},l=[{value:"\ud83d\udd14 What is a Webhook?",id:"-what-is-a-webhook",level:2},{value:"\ud83e\udde0 Simple Example",id:"-simple-example",level:2},{value:"\ud83e\udded How to Add a Webhook in OpenSign",id:"-how-to-add-a-webhook-in-opensign",level:2},{value:"\ud83e\udded How to Create a Webhook Security Key",id:"-how-to-create-a-webhook-security-key",level:2},{value:"Steps to Create a Webhook Security Key",id:"steps-to-create-a-webhook-security-key",level:3},{value:"\ud83d\udd10 How the Webhook Security Key Works",id:"-how-the-webhook-security-key-works",level:2},{value:"High-level Flow",id:"high-level-flow",level:3},{value:"\u2705 Best Practices",id:"-best-practices",level:2},{value:"\ud83e\udde9 Common Issues",id:"-common-issues",level:2},{value:"\ud83e\uddea Sandbox Webhook",id:"-sandbox-webhook",level:2},{value:"\ud83d\udccb Supported Webhook Events",id:"-supported-webhook-events",level:2},{value:"\ud83d\udd0d Example Payload: Document Created",id:"-example-payload-document-created",level:3},{value:"\ud83d\udd0d Example Payload: Document Viewed",id:"-example-payload-document-viewed",level:3},{value:"\ud83d\udd0d Example Payload: Document Signed",id:"-example-payload-document-signed",level:3},{value:"\ud83d\udd0d Example Payload: Document Completed",id:"-example-payload-document-completed",level:3},{value:"\ud83d\udd0d Example Payload: Document Declined",id:"-example-payload-document-declined",level:3},{value:"\u2753 Frequently Asked Questions",id:"-frequently-asked-questions",level:2},{value:"1. What is the OpenSign Sandbox environment?",id:"1-what-is-the-opensign-sandbox-environment",level:3},{value:"2. Can I use my Live Webhook in the Sandbox?",id:"2-can-i-use-my-live-webhook-in-the-sandbox",level:3},{value:"3. Can I test all webhook events in the Sandbox?",id:"3-can-i-test-all-webhook-events-in-the-sandbox",level:3},{value:"\ud83d\udcac Need Help?",id:"-need-help",level:2}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",pre:"pre",strong:"strong",ul:"ul",...(0,t.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.header,{children:(0,i.jsx)(n.h1,{id:"-webhook",children:"\ud83d\udd01 Webhook"})}),"\n",(0,i.jsx)(n.h2,{id:"-what-is-a-webhook",children:"\ud83d\udd14 What is a Webhook?"}),"\n",(0,i.jsxs)(n.p,{children:["A ",(0,i.jsx)(n.strong,{children:"webhook"})," allows one system (like OpenSign) to automatically send real-time data or notifications to another system (like your server) when a specific event occurs."]}),"\n",(0,i.jsxs)(n.p,{children:["Think of it as a ",(0,i.jsx)(n.strong,{children:"push notification for your backend"})," \u2014 instead of continuously checking for updates (polling), a webhook pushes data to your endpoint ",(0,i.jsx)(n.strong,{children:"as soon as an event happens"}),"."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-simple-example",children:"\ud83e\udde0 Simple Example"}),"\n",(0,i.jsx)(n.p,{children:"Suppose you're using OpenSign to collect eSignatures:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["When someone ",(0,i.jsx)(n.strong,{children:"signs a document"}),", OpenSign triggers a ",(0,i.jsx)(n.strong,{children:"POST request"})," to your server."]}),"\n",(0,i.jsx)(n.li,{children:"The request includes data such as the document ID, signer email, and signature status."}),"\n",(0,i.jsx)(n.li,{children:"Your server can then process this information \u2014 for example, update your CRM, trigger a workflow, or send a confirmation email."}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-how-to-add-a-webhook-in-opensign",children:"\ud83e\udded How to Add a Webhook in OpenSign"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using your credentials.",(0,i.jsx)(n.br,{}),"\n",(0,i.jsx)(n.strong,{children:"Step 2:"})," Navigate to ",(0,i.jsx)(n.strong,{children:"Settings \u2192 Webhook"}),"."]}),"\n",(0,i.jsx)("img",{width:"861",height:"407",alt:"Navigate to Add Webhook",src:"https://github.com/user-attachments/assets/883dc914-9316-42b0-b59c-10b168265b38"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 3:"})," Click ",(0,i.jsx)(n.strong,{children:"Add Webhook"}),"."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["A popup will appear. Enter your ",(0,i.jsx)(n.strong,{children:"Webhook URL"})," and click ",(0,i.jsx)(n.strong,{children:"Yes"})," to save it."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," To enable ",(0,i.jsx)(n.strong,{children:"Live Webhook"})," support, you must upgrade to a ",(0,i.jsx)(n.strong,{children:"paid plan"})," \u2014 either the ",(0,i.jsx)(n.strong,{children:"Professional"})," or ",(0,i.jsx)(n.strong,{children:"Teams"})," plan."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-how-to-create-a-webhook-security-key",children:"\ud83e\udded How to Create a Webhook Security Key"}),"\n",(0,i.jsxs)(n.p,{children:["A ",(0,i.jsx)(n.strong,{children:"Webhook Security Key"})," (also called a webhook secret) is a shared secret used to verify that webhook requests are genuinely sent by OpenSign and have not been tampered with."]}),"\n",(0,i.jsx)(n.h3,{id:"steps-to-create-a-webhook-security-key",children:"Steps to Create a Webhook Security Key"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["Log in to your ",(0,i.jsx)(n.strong,{children:"OpenSign"})," account."]}),"\n",(0,i.jsxs)(n.li,{children:["Navigate to ",(0,i.jsx)(n.strong,{children:"Settings \u2192 Webhooks"}),"."]}),"\n",(0,i.jsx)(n.li,{children:"Add or edit a webhook endpoint."}),"\n",(0,i.jsxs)(n.li,{children:["Generate a Security Key by clicking Enable Authentication, then click the Generate button.\nThe webhook security key has been generated.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Example: ",(0,i.jsx)(n.code,{children:"a50a904a2a329d761781dac27c984416a07396736ac5588b62c6fe226538fbca"})]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.li,{children:"Save the webhook configuration."}),"\n"]}),"\n",(0,i.jsx)("img",{width:"861",height:"600",alt:"webhook security key",src:"https://github.com/user-attachments/assets/6f61a23e-25a1-4785-b241-657af0c1eeb1"}),"\n",(0,i.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,i.jsx)(n.strong,{children:"Important:"})," Store this key securely. Do not expose it in client-side code or public repositories."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-how-the-webhook-security-key-works",children:"\ud83d\udd10 How the Webhook Security Key Works"}),"\n",(0,i.jsx)(n.p,{children:"OpenSign signs every webhook request using your security key."}),"\n",(0,i.jsx)(n.h3,{id:"high-level-flow",children:"High-level Flow"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsx)(n.li,{children:"An event occurs (e.g. create document, document viewed, signed, completed, and declined)."}),"\n",(0,i.jsx)(n.li,{children:"OpenSign sends a webhook request to your configured endpoint."}),"\n",(0,i.jsxs)(n.li,{children:["OpenSign generates a signature using:","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["The ",(0,i.jsx)(n.strong,{children:"raw request payload"})]}),"\n",(0,i.jsxs)(n.li,{children:["Your ",(0,i.jsx)(n.strong,{children:"webhook security key"})]}),"\n",(0,i.jsxs)(n.li,{children:["The ",(0,i.jsx)(n.strong,{children:"HMAC-SHA256"})," algorithm"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.li,{children:"The generated signature is sent in the request header:"}),"\n"]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"x-webhook-signature\n"})}),"\n",(0,i.jsxs)(n.ol,{start:"5",children:["\n",(0,i.jsx)(n.li,{children:"Your server recomputes the signature using the same payload and secret."}),"\n",(0,i.jsx)(n.li,{children:"If both signatures match, the request is verified as authentic."}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.p,{children:"// Process webhook event"}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:'\n---\n\n## \ud83d\udce6 Sample Webhook Payload\n\n```json\nconst crypto = require("crypto");\n\nfunction verifySignature(req, secret) {\n const receivedSignature = req.headers["x-webhook-signature"];\n const payload = req.body;\n\n const expectedSignature = crypto\n .createHmac("sha256", secret)\n .update(JSON.stringify(payload))\n .digest("hex");\n\n return receivedSignature === expectedSignature;\n}\n\nconsole.log("Try programiz.pro", verifySignature({body: {\n "event": "created",\n "type": "request-sign",\n "objectId": "SBEbnHwfrN",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/c3f0bc11b84a87e6265de6bf28e5015e_uoeksXXU6FI5Op2B.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=DO00QAPRB3CQRWHWQ8ZB%2F20251219%2Fus-west%2Fs3%2Faws4_request&X-Amz-Date=20251219T152806Z&X-Amz-Expires=900&X-Amz-Signature=9635dfb8ee8fde933f881905a97f869578ef7e99b337d4b21a0805b8317fd70d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject",\n "name": "Sample Test Doc Line Compressed",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark@opensignlabs.com"\n },\n {\n "name": "kelvin bosch",\n "email": "kelvin.bosch@opensignlabs.com"\n }\n ],\n "createdAt": "Sat, 20 Dec 2025 00:58:20 GMT+9:30"\n}, headers:{"x-webhook-signature":"52958fd3900f19ba6485319eb2622ef0ec4cf5ddfe36509cbe95eb706ed6b8c2" }}, "0906e8cbc88da0d5a6fd78162eb8e5e57ba7bd99bdc472145dc089d7f82b0a4a"));\n'})}),"\n",(0,i.jsx)(n.p,{children:"The corresponding signature is sent in the request header:"}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"x-webhook-signature: bcf57b06dde0c030d9423639824bad17ab7dd09ea3bf0a743773b95254ecf78e\n"})}),"\n",(0,i.jsx)(n.p,{children:"If the script returns true, it means the webhook is valid and has not been tampered with."}),"\n",(0,i.jsx)(n.h2,{id:"-best-practices",children:"\u2705 Best Practices"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Always verify the webhook signature before processing the payload."}),"\n",(0,i.jsxs)(n.li,{children:["Use the ",(0,i.jsx)(n.strong,{children:"raw request body"})," for signature calculation (avoid modifying it)."]}),"\n",(0,i.jsx)(n.li,{children:"Rotate your webhook security key periodically."}),"\n",(0,i.jsxs)(n.li,{children:["Return a ",(0,i.jsx)(n.strong,{children:"2xx"})," HTTP status only after successful verification."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-common-issues",children:"\ud83e\udde9 Common Issues"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Signature mismatch"}),": Ensure the payload is stringified exactly as received."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Missing header"}),": Confirm ",(0,i.jsx)(n.code,{children:"x-webhook-signature"})," is present in the request."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Wrong secret"}),": Verify the same security key is used on both sides."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.p,{children:"This mechanism ensures webhook requests are secure, tamper-proof, and trustworthy."}),"\n",(0,i.jsx)(n.h2,{id:"-sandbox-webhook",children:"\ud83e\uddea Sandbox Webhook"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["You can also add webhook for the ",(0,i.jsx)(n.strong,{children:"Sandbox"})," environment on the same page."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Sandbox webhook"})," are available on all plans, including the ",(0,i.jsx)(n.strong,{children:"Free"})," plan, and are ideal for development and testing."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Caution:"})," Avoid sending sensitive or confidential data to the Sandbox environment."]}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["\ud83d\udcd8 ",(0,i.jsx)(n.strong,{children:"API Reference:"}),(0,i.jsx)(n.br,{}),"\n","You can also manage your webhooks via our API.",(0,i.jsx)(n.br,{}),"\n","See the API documentation here: ",(0,i.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/API-docs/save-update-webhook",children:"Save/Update Webhook API"})]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-supported-webhook-events",children:"\ud83d\udccb Supported Webhook Events"}),"\n",(0,i.jsx)(n.p,{children:"OpenSign sends event notifications to your configured webhook URL when any of the following actions occur:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Created"})," \u2013 A document is created."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Viewed"})," \u2013 A signer viewed the document."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Signed"})," \u2013 A signer signed the document."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Completed"})," \u2013 All required signatures are completed."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Revoked or Declined"})," \u2013 The document was revoked or declined."]}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["Each notification is sent as a ",(0,i.jsx)(n.strong,{children:"POST request"})," with a ",(0,i.jsx)(n.strong,{children:"JSON payload"})," containing relevant event data."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-created",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Created"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "created",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/851de61f62b60a1f62e03232464fa4bf_81wV17MTebsrRoov.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n }\n ],\n "createdAt": "Fri, 16 May 2025 15:02:42 IST"\n}\n'})}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-viewed",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Viewed"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "viewed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/851de61f62b60a1f62e03232464fa4bf_81wV17MTebsrRoov.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n }\n ],\n "viewedBy": "peter.mark1093@gmail.com",\n "viewedAt": "Fri, 16 May 2025 16:18:16 IST",\n "createdAt": "Fri, 16 May 2025 15:02:28 IST"\n}\n'})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-signed",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Signed"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "signed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/bc2eb56cc9d29a5f222e4a4b5dbbcfbf_signed_sample_test_doc_4858.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signer": {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n },\n "signedAt": "Fri, 16 May 2025 16:18:34 GMT+5:30",\n "createdAt": "Fri, 16 May 2025 15:02:28 GMT+5:30"\n}\n'})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-completed",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Completed"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "completed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/bc2eb56cc9d29a5f222e4a4b5dbbcfbf_signed_sample_test_doc_4858.pdf?...",\n "certificate": "https://legadratw3d.ams3.digitaloceanspaces.com/9c954912f529acb7e4d065ec0521a63b_certificate.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n }\n ],\n "completedAt": "Fri, 16 May 2025 16:18:35 GMT+5:30",\n "createdAt": "Fri, 16 May 2025 15:02:28 GMT+5:30"\n}\n'})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-declined",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Declined"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "declined",\n "type": "request-sign",\n "objectId": "1gtDMBHpEY",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/e90c32a45351eb52eb00e0054ae50566_581ZmOn4CwAqnxSF.pdf?...",\n "name": "Sample Test Doc ",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "9283784545554"\n }\n ],\n "declinedBy": "peter.mark1093@gmail.com",\n "declinedReason": "Invalid date format used.",\n "declinedAt": "Fri, 16 May 2025 16:25:38 IST",\n "createdAt": "Fri, 16 May 2025 16:24:28 IST"\n}\n'})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-frequently-asked-questions",children:"\u2753 Frequently Asked Questions"}),"\n",(0,i.jsx)(n.h3,{id:"1-what-is-the-opensign-sandbox-environment",children:"1. What is the OpenSign Sandbox environment?"}),"\n",(0,i.jsx)(n.p,{children:"The Sandbox is a testing environment designed for developers to safely experiment with OpenSign APIs and workflows. It mirrors the live environment but with testing limitations."}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h3,{id:"2-can-i-use-my-live-webhook-in-the-sandbox",children:"2. Can I use my Live Webhook in the Sandbox?"}),"\n",(0,i.jsxs)(n.p,{children:["No. ",(0,i.jsx)(n.strong,{children:"Live Webhooks do not work"})," in the Sandbox environment. You must configure a separate webhook specifically for Sandbox testing."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h3,{id:"3-can-i-test-all-webhook-events-in-the-sandbox",children:"3. Can I test all webhook events in the Sandbox?"}),"\n",(0,i.jsxs)(n.p,{children:["Yes. The Sandbox environment supports all event types, including ",(0,i.jsx)(n.code,{children:"created"}),", ",(0,i.jsx)(n.code,{children:"viewed"}),", ",(0,i.jsx)(n.code,{children:"signed"}),", ",(0,i.jsx)(n.code,{children:"completed"}),", and ",(0,i.jsx)(n.code,{children:"revoked/declined"}),".",(0,i.jsx)(n.br,{}),"\n","However, some behaviors may be simulated for testing purposes."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-need-help",children:"\ud83d\udcac Need Help?"}),"\n",(0,i.jsxs)(n.p,{children:["If you need help testing your webhook or integrating it into your application, feel free to reach out to our support team at ",(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.strong,{children:"Happy signing with OpenSign\u2122!"})})]})}function h(e={}){const{wrapper:n}={...(0,t.R)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[539],{28453:(e,n,s)=>{s.d(n,{R:()=>r,x:()=>a});var o=s(96540);const i={},t=o.createContext(i);function r(e){const n=o.useContext(t);return o.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:r(e.components),o.createElement(t.Provider,{value:n},e.children)}},79436:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>d,contentTitle:()=>a,default:()=>h,frontMatter:()=>r,metadata:()=>o,toc:()=>l});const o=JSON.parse('{"id":"help/Settings/Webhook","title":"Webhook","description":"\ud83d\udd14 What is a Webhook?","source":"@site/docs/help/Settings/Webhook.md","sourceDirName":"help/Settings","slug":"/help/Settings/Webhook","permalink":"/docs/help/Settings/Webhook","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Webhook.md","tags":[],"version":"current","sidebarPosition":3,"frontMatter":{"sidebar_position":3,"title":"Webhook"},"sidebar":"tutorialSidebar","previous":{"title":"API Token","permalink":"/docs/help/Settings/APIToken"},"next":{"title":"Preferences","permalink":"/docs/help/Settings/Preferences"}}');var i=s(74848),t=s(28453);const r={sidebar_position:3,title:"Webhook"},a="\ud83d\udd01 Webhook",d={},l=[{value:"\ud83d\udd14 What is a Webhook?",id:"-what-is-a-webhook",level:2},{value:"\ud83e\udde0 Simple Example",id:"-simple-example",level:2},{value:"\ud83e\udded How to Add a Webhook in OpenSign",id:"-how-to-add-a-webhook-in-opensign",level:2},{value:"\ud83e\udded How to Create a Webhook Security Key",id:"-how-to-create-a-webhook-security-key",level:2},{value:"Steps to Create a Webhook Security Key",id:"steps-to-create-a-webhook-security-key",level:3},{value:"\ud83d\udd10 How the Webhook Security Key Works",id:"-how-the-webhook-security-key-works",level:2},{value:"High-level Flow",id:"high-level-flow",level:3},{value:"\u2705 Best Practices",id:"-best-practices",level:2},{value:"\ud83e\udde9 Common Issues",id:"-common-issues",level:2},{value:"\ud83e\uddea Sandbox Webhook",id:"-sandbox-webhook",level:2},{value:"\ud83d\udccb Supported Webhook Events",id:"-supported-webhook-events",level:2},{value:"\ud83d\udd0d Example Payload: Document Created",id:"-example-payload-document-created",level:3},{value:"\ud83d\udd0d Example Payload: Document Viewed",id:"-example-payload-document-viewed",level:3},{value:"\ud83d\udd0d Example Payload: Document Signed",id:"-example-payload-document-signed",level:3},{value:"\ud83d\udd0d Example Payload: Document Completed",id:"-example-payload-document-completed",level:3},{value:"\ud83d\udd0d Example Payload: Document Declined",id:"-example-payload-document-declined",level:3},{value:"\u2753 Frequently Asked Questions",id:"-frequently-asked-questions",level:2},{value:"1. What is the OpenSign Sandbox environment?",id:"1-what-is-the-opensign-sandbox-environment",level:3},{value:"2. Can I use my Live Webhook in the Sandbox?",id:"2-can-i-use-my-live-webhook-in-the-sandbox",level:3},{value:"3. Can I test all webhook events in the Sandbox?",id:"3-can-i-test-all-webhook-events-in-the-sandbox",level:3},{value:"\ud83d\udcac Need Help?",id:"-need-help",level:2}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",pre:"pre",strong:"strong",ul:"ul",...(0,t.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.header,{children:(0,i.jsx)(n.h1,{id:"-webhook",children:"\ud83d\udd01 Webhook"})}),"\n",(0,i.jsx)(n.h2,{id:"-what-is-a-webhook",children:"\ud83d\udd14 What is a Webhook?"}),"\n",(0,i.jsxs)(n.p,{children:["A ",(0,i.jsx)(n.strong,{children:"webhook"})," allows one system (like OpenSign) to automatically send real-time data or notifications to another system (like your server) when a specific event occurs."]}),"\n",(0,i.jsxs)(n.p,{children:["Think of it as a ",(0,i.jsx)(n.strong,{children:"push notification for your backend"})," \u2014 instead of continuously checking for updates (polling), a webhook pushes data to your endpoint ",(0,i.jsx)(n.strong,{children:"as soon as an event happens"}),"."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-simple-example",children:"\ud83e\udde0 Simple Example"}),"\n",(0,i.jsx)(n.p,{children:"Suppose you're using OpenSign to collect eSignatures:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["When someone ",(0,i.jsx)(n.strong,{children:"signs a document"}),", OpenSign triggers a ",(0,i.jsx)(n.strong,{children:"POST request"})," to your server."]}),"\n",(0,i.jsx)(n.li,{children:"The request includes data such as the document ID, signer email, and signature status."}),"\n",(0,i.jsx)(n.li,{children:"Your server can then process this information \u2014 for example, update your CRM, trigger a workflow, or send a confirmation email."}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-how-to-add-a-webhook-in-opensign",children:"\ud83e\udded How to Add a Webhook in OpenSign"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using your credentials.",(0,i.jsx)(n.br,{}),"\n",(0,i.jsx)(n.strong,{children:"Step 2:"})," Navigate to ",(0,i.jsx)(n.strong,{children:"Settings \u2192 Webhook"}),"."]}),"\n",(0,i.jsx)("img",{width:"861",height:"407",alt:"Navigate to Add Webhook",src:"https://github.com/user-attachments/assets/883dc914-9316-42b0-b59c-10b168265b38"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 3:"})," Click ",(0,i.jsx)(n.strong,{children:"Add Webhook"}),"."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["A popup will appear. Enter your ",(0,i.jsx)(n.strong,{children:"Webhook URL"})," and click ",(0,i.jsx)(n.strong,{children:"Yes"})," to save it."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," To enable ",(0,i.jsx)(n.strong,{children:"Live Webhook"})," support, you must upgrade to a ",(0,i.jsx)(n.strong,{children:"paid plan"})," \u2014 either the ",(0,i.jsx)(n.strong,{children:"Professional"})," or ",(0,i.jsx)(n.strong,{children:"Teams"})," plan."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-how-to-create-a-webhook-security-key",children:"\ud83e\udded How to Create a Webhook Security Key"}),"\n",(0,i.jsxs)(n.p,{children:["A ",(0,i.jsx)(n.strong,{children:"Webhook Security Key"})," (also called a webhook secret) is a shared secret used to verify that webhook requests are genuinely sent by OpenSign and have not been tampered with."]}),"\n",(0,i.jsx)(n.h3,{id:"steps-to-create-a-webhook-security-key",children:"Steps to Create a Webhook Security Key"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["Log in to your ",(0,i.jsx)(n.strong,{children:"OpenSign"})," account."]}),"\n",(0,i.jsxs)(n.li,{children:["Navigate to ",(0,i.jsx)(n.strong,{children:"Settings \u2192 Webhooks"}),"."]}),"\n",(0,i.jsx)(n.li,{children:"Add or edit a webhook endpoint."}),"\n",(0,i.jsxs)(n.li,{children:["Generate a Security Key by clicking Enable Authentication, then click the Generate button.\nThe webhook security key has been generated.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Example: ",(0,i.jsx)(n.code,{children:"a50a904a2a329d761781dac27c984416a07396736ac5588b62c6fe226538fbca"})]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.li,{children:"Save the webhook configuration."}),"\n"]}),"\n",(0,i.jsx)("img",{width:"861",height:"407",alt:"webhook security key",src:"https://github.com/user-attachments/assets/6f61a23e-25a1-4785-b241-657af0c1eeb1"}),"\n",(0,i.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,i.jsx)(n.strong,{children:"Important:"})," Store this key securely. Do not expose it in client-side code or public repositories."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-how-the-webhook-security-key-works",children:"\ud83d\udd10 How the Webhook Security Key Works"}),"\n",(0,i.jsx)(n.p,{children:"OpenSign signs every webhook request using your security key."}),"\n",(0,i.jsx)(n.h3,{id:"high-level-flow",children:"High-level Flow"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsx)(n.li,{children:"An event occurs (e.g. create document, document viewed, signed, completed, and declined)."}),"\n",(0,i.jsx)(n.li,{children:"OpenSign sends a webhook request to your configured endpoint."}),"\n",(0,i.jsxs)(n.li,{children:["OpenSign generates a signature using:","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["The ",(0,i.jsx)(n.strong,{children:"raw request payload"})]}),"\n",(0,i.jsxs)(n.li,{children:["Your ",(0,i.jsx)(n.strong,{children:"webhook security key"})]}),"\n",(0,i.jsxs)(n.li,{children:["The ",(0,i.jsx)(n.strong,{children:"HMAC-SHA256"})," algorithm"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.li,{children:"The generated signature is sent in the request header:"}),"\n"]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"x-webhook-signature\n"})}),"\n",(0,i.jsxs)(n.ol,{start:"5",children:["\n",(0,i.jsx)(n.li,{children:"Your server recomputes the signature using the same payload and secret."}),"\n",(0,i.jsx)(n.li,{children:"If both signatures match, the request is verified as authentic."}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.p,{children:"// Process webhook event"}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:'\n---\n\n## \ud83d\udce6 Sample Webhook Payload\n\n```json\nconst crypto = require("crypto");\n\nfunction verifySignature(req, secret) {\n const receivedSignature = req.headers["x-webhook-signature"];\n const payload = req.body;\n\n const expectedSignature = crypto\n .createHmac("sha256", secret)\n .update(JSON.stringify(payload))\n .digest("hex");\n\n return receivedSignature === expectedSignature;\n}\n\nconsole.log("Try programiz.pro", verifySignature({body: {\n "event": "created",\n "type": "request-sign",\n "objectId": "SBEbnHwfrN",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/c3f0bc11b84a87e6265de6bf28e5015e_uoeksXXU6FI5Op2B.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=DO00QAPRB3CQRWHWQ8ZB%2F20251219%2Fus-west%2Fs3%2Faws4_request&X-Amz-Date=20251219T152806Z&X-Amz-Expires=900&X-Amz-Signature=9635dfb8ee8fde933f881905a97f869578ef7e99b337d4b21a0805b8317fd70d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject",\n "name": "Sample Test Doc Line Compressed",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark@opensignlabs.com"\n },\n {\n "name": "kelvin bosch",\n "email": "kelvin.bosch@opensignlabs.com"\n }\n ],\n "createdAt": "Sat, 20 Dec 2025 00:58:20 GMT+9:30"\n}, headers:{"x-webhook-signature":"52958fd3900f19ba6485319eb2622ef0ec4cf5ddfe36509cbe95eb706ed6b8c2" }}, "0906e8cbc88da0d5a6fd78162eb8e5e57ba7bd99bdc472145dc089d7f82b0a4a"));\n'})}),"\n",(0,i.jsx)(n.p,{children:"The corresponding signature is sent in the request header:"}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{children:"x-webhook-signature: bcf57b06dde0c030d9423639824bad17ab7dd09ea3bf0a743773b95254ecf78e\n"})}),"\n",(0,i.jsx)(n.p,{children:"If the script returns true, it means the webhook is valid and has not been tampered with."}),"\n",(0,i.jsx)(n.h2,{id:"-best-practices",children:"\u2705 Best Practices"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Always verify the webhook signature before processing the payload."}),"\n",(0,i.jsxs)(n.li,{children:["Use the ",(0,i.jsx)(n.strong,{children:"raw request body"})," for signature calculation (avoid modifying it)."]}),"\n",(0,i.jsx)(n.li,{children:"Rotate your webhook security key periodically."}),"\n",(0,i.jsxs)(n.li,{children:["Return a ",(0,i.jsx)(n.strong,{children:"2xx"})," HTTP status only after successful verification."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-common-issues",children:"\ud83e\udde9 Common Issues"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Signature mismatch"}),": Ensure the payload is stringified exactly as received."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Missing header"}),": Confirm ",(0,i.jsx)(n.code,{children:"x-webhook-signature"})," is present in the request."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Wrong secret"}),": Verify the same security key is used on both sides."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.p,{children:"This mechanism ensures webhook requests are secure, tamper-proof, and trustworthy."}),"\n",(0,i.jsx)(n.h2,{id:"-sandbox-webhook",children:"\ud83e\uddea Sandbox Webhook"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["You can also add webhook for the ",(0,i.jsx)(n.strong,{children:"Sandbox"})," environment on the same page."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Sandbox webhook"})," are available on all plans, including the ",(0,i.jsx)(n.strong,{children:"Free"})," plan, and are ideal for development and testing."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Caution:"})," Avoid sending sensitive or confidential data to the Sandbox environment."]}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["\ud83d\udcd8 ",(0,i.jsx)(n.strong,{children:"API Reference:"}),(0,i.jsx)(n.br,{}),"\n","You can also manage your webhooks via our API.",(0,i.jsx)(n.br,{}),"\n","See the API documentation here: ",(0,i.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/API-docs/save-update-webhook",children:"Save/Update Webhook API"})]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-supported-webhook-events",children:"\ud83d\udccb Supported Webhook Events"}),"\n",(0,i.jsx)(n.p,{children:"OpenSign sends event notifications to your configured webhook URL when any of the following actions occur:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Created"})," \u2013 A document is created."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Viewed"})," \u2013 A signer viewed the document."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Signed"})," \u2013 A signer signed the document."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Completed"})," \u2013 All required signatures are completed."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Document Revoked or Declined"})," \u2013 The document was revoked or declined."]}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["Each notification is sent as a ",(0,i.jsx)(n.strong,{children:"POST request"})," with a ",(0,i.jsx)(n.strong,{children:"JSON payload"})," containing relevant event data."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-created",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Created"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "created",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/851de61f62b60a1f62e03232464fa4bf_81wV17MTebsrRoov.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n }\n ],\n "createdAt": "Fri, 16 May 2025 15:02:42 IST"\n}\n'})}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-viewed",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Viewed"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "viewed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/851de61f62b60a1f62e03232464fa4bf_81wV17MTebsrRoov.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n }\n ],\n "viewedBy": "peter.mark1093@gmail.com",\n "viewedAt": "Fri, 16 May 2025 16:18:16 IST",\n "createdAt": "Fri, 16 May 2025 15:02:28 IST"\n}\n'})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-signed",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Signed"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "signed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/bc2eb56cc9d29a5f222e4a4b5dbbcfbf_signed_sample_test_doc_4858.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signer": {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n },\n "signedAt": "Fri, 16 May 2025 16:18:34 GMT+5:30",\n "createdAt": "Fri, 16 May 2025 15:02:28 GMT+5:30"\n}\n'})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-completed",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Completed"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "completed",\n "type": "request-sign",\n "objectId": "kpeg6Q2rO7",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/bc2eb56cc9d29a5f222e4a4b5dbbcfbf_signed_sample_test_doc_4858.pdf?...",\n "certificate": "https://legadratw3d.ams3.digitaloceanspaces.com/9c954912f529acb7e4d065ec0521a63b_certificate.pdf?...",\n "name": "Sample Test Doc",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "3556567789"\n }\n ],\n "completedAt": "Fri, 16 May 2025 16:18:35 GMT+5:30",\n "createdAt": "Fri, 16 May 2025 15:02:28 GMT+5:30"\n}\n'})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.h3,{id:"-example-payload-document-declined",children:["\ud83d\udd0d Example Payload: ",(0,i.jsx)(n.code,{children:"Document Declined"})]}),"\n",(0,i.jsx)(n.pre,{children:(0,i.jsx)(n.code,{className:"language-json",children:'{\n "event": "declined",\n "type": "request-sign",\n "objectId": "1gtDMBHpEY",\n "file": "https://legadratw3d.ams3.digitaloceanspaces.com/e90c32a45351eb52eb00e0054ae50566_581ZmOn4CwAqnxSF.pdf?...",\n "name": "Sample Test Doc ",\n "note": "Please review and sign this document",\n "description": "",\n "signers": [\n {\n "name": "Peter Mark",\n "email": "peter.mark1093@gmail.com",\n "phone": "9283784545554"\n }\n ],\n "declinedBy": "peter.mark1093@gmail.com",\n "declinedReason": "Invalid date format used.",\n "declinedAt": "Fri, 16 May 2025 16:25:38 IST",\n "createdAt": "Fri, 16 May 2025 16:24:28 IST"\n}\n'})}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-frequently-asked-questions",children:"\u2753 Frequently Asked Questions"}),"\n",(0,i.jsx)(n.h3,{id:"1-what-is-the-opensign-sandbox-environment",children:"1. 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file diff --git a/assets/js/d1393a72.50bfc189.js b/assets/js/d1393a72.50bfc189.js new file mode 100644 index 000000000..780a648e1 --- /dev/null +++ b/assets/js/d1393a72.50bfc189.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[841],{20412:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"}}');var s=i(74848),l=i(28453);const r={sidebar_position:2,title:"Request signatures"},o="Request signatures using OpenSign\u2122",d={},a=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Document Details And Signers",id:"entering-document-details-and-signers",level:3},{value:"Organizing Your Document",id:"organizing-your-document",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Setting the Time Frame",id:"setting-the-time-frame",level:3},{value:"Setting BCC",id:"setting-bcc",level:3},{value:"Auto 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verification",id:"step-6-email-otp-verification",level:3},{value:"Step 7: Finalizing the Process:",id:"step-7-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,s.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/65087c2d-a1e4-4735-8420-759ea97b38aa"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-document-details-and-signers",children:"Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number)."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"organizing-your-document",children:"Organizing Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Folder"}),": Select a folder where you want the document to be stored, or leave it to default to the 'Root' folder. You can browse your documents in a beautiful explorer view by navigating to \"OpenSign\u2122 Drive\"."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[7] Send in Order"})}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsx)(n.h3,{id:"setting-the-time-frame",children:"Setting the Time Frame"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8] Time To Complete (Days)"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc",children:"Setting BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9] BCC"}),': 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:"auto-reminder",children:"Auto reminder"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10]"})," 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.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": You can specify the reminder interval in days (e.g., every 1 or every 2 days).\nNote: 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.\nThis feature only available for the paid users."]}),"\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:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[11] Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.'}),"\n",(0,s.jsx)(n.li,{children:'If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: 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:"[12]"}),' 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:"[13]"}),' 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:"[14]"})," 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:"[15]"})," 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:"step-2-proceed-to-document-creation-panel",children:"Step 2: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-document-creation",children:"Step 3: Document Creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.h3,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/25997f4c-6fbf-4851-b8a8-a803c3343f87"}),"\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] Add signature widget"}),": Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required.\nUse the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required."]}),"\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"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp 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:["Copy Stamp: 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 stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials 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:["Copy Initials: 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 initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\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:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input 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:["Setting : The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc"}),"\n",(0,s.jsx)(n.p,{children:"The widget settings panel provides additional customization options, including:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsx)(n.li,{children:"Custom JavaScript validations using regular expressions"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"For example:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection. Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Checkbox widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection. Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process. After placing the Image widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\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:"Navigating Between Pages in OpenSign\u2122"}),"\nTo navigate between pages of a document that you have uploaded either click on the previous page \u2227 & V next page buttons at the top or click on any of the page previews loaded on the left side."]}),"\n",(0,s.jsx)("img",{width:"918",alt:"OpenSign Page controls",src:"https://github.com/user-attachments/assets/c577e165-f8ac-45c7-bc6f-d499c710a7ed"}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-4-next",children:"Step 4: Next:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": After adding the widgets and signatures, click the 'Next' button. The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-5-send-mail",children:"Step 5: Send Mail"}),"\n",(0,s.jsx)(n.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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(n.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(n.h3,{id:"step-6-email-otp-verification",children:"Step 6: Email OTP verification"}),"\n",(0,s.jsx)(n.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,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-7-finalizing-the-process",children:"Step 7: Finalizing the Process:"}),"\n",(0,s.jsx)(n.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,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,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"]}),"\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!"})]})}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,i)=>{i.d(n,{R:()=>r,x:()=>o});var t=i(96540);const s={},l=t.createContext(s);function r(e){const n=t.useContext(l);return t.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),t.createElement(l.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/d1393a72.d08d9a53.js b/assets/js/d1393a72.d08d9a53.js deleted file mode 100644 index 7703c9238..000000000 --- a/assets/js/d1393a72.d08d9a53.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[841],{20412:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"}}');var s=i(74848),l=i(28453);const r={sidebar_position:2,title:"Request signatures"},o="Request signatures using OpenSign\u2122",d={},a=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Document Details And Signers",id:"entering-document-details-and-signers",level:3},{value:"Organizing Your Document",id:"organizing-your-document",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Setting the Time Frame",id:"setting-the-time-frame",level:3},{value:"Setting BCC",id:"setting-bcc",level:3},{value:"Auto reminder",id:"auto-reminder",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Step 2: Proceed to Document Creation Panel",id:"step-2-proceed-to-document-creation-panel",level:3},{value:"Step 3: Document Creation",id:"step-3-document-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"Add Widgets for Signers",id:"add-widgets-for-signers",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Step 4: Next:",id:"step-4-next",level:3},{value:"Step 5: Send Mail",id:"step-5-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 6: Email OTP verification",id:"step-6-email-otp-verification",level:3},{value:"Step 7: Finalizing the Process:",id:"step-7-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,s.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/65087c2d-a1e4-4735-8420-759ea97b38aa"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-document-details-and-signers",children:"Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number)."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"organizing-your-document",children:"Organizing Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Folder"}),": Select a folder where you want the document to be stored, or leave it to default to the 'Root' folder. You can browse your documents in a beautiful explorer view by navigating to \"OpenSign\u2122 Drive\"."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[7] Send in Order"})}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsx)(n.h3,{id:"setting-the-time-frame",children:"Setting the Time Frame"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8] Time To Complete (Days)"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc",children:"Setting BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9] BCC"}),': 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:"auto-reminder",children:"Auto reminder"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10]"})," 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.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": You can specify the reminder interval in days (e.g., every 1 or every 2 days).\nNote: 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.\nThis feature only available for the paid users."]}),"\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:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[11] Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.'}),"\n",(0,s.jsx)(n.li,{children:'If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: 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:"[12]"}),' 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:"[13]"}),' 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:"[14]"})," 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:"[15]"})," 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:"step-2-proceed-to-document-creation-panel",children:"Step 2: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-document-creation",children:"Step 3: Document Creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.h3,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/25997f4c-6fbf-4851-b8a8-a803c3343f87"}),"\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] Add signature widget"}),": Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required.\nUse the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required."]}),"\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"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp 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:["Copy Stamp: 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 stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials 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:["Copy Initials: 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 initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": The date widget allows signers to add a date during the signing process. After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input 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:["Setting : The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc"}),"\n",(0,s.jsx)(n.p,{children:"The widget settings panel provides additional customization options, including:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsx)(n.li,{children:"Custom JavaScript validations using regular expressions"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"For example:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection. Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Checkbox widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection. Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process. After placing the Image widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email 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:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\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:"Navigating Between Pages in OpenSign\u2122"}),"\nTo navigate between pages of a document that you have uploaded either click on the previous page \u2227 & V next page buttons at the top or click on any of the page previews loaded on the left side."]}),"\n",(0,s.jsx)("img",{width:"918",alt:"OpenSign Page controls",src:"https://github.com/user-attachments/assets/c577e165-f8ac-45c7-bc6f-d499c710a7ed"}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". 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The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-5-send-mail",children:"Step 5: Send Mail"}),"\n",(0,s.jsx)(n.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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. 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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,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-7-finalizing-the-process",children:"Step 7: Finalizing the Process:"}),"\n",(0,s.jsx)(n.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,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,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"]}),"\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!"})]})}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,i)=>{i.d(n,{R:()=>r,x:()=>o});var t=i(96540);const s={},l=t.createContext(s);function r(e){const n=t.useContext(l);return t.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),t.createElement(l.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/d8b805fb.ed63b4c9.js b/assets/js/d8b805fb.ed63b4c9.js new file mode 100644 index 000000000..5d608ed65 --- /dev/null +++ b/assets/js/d8b805fb.ed63b4c9.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1924],{28453:(e,n,t)=>{t.d(n,{R:()=>r,x:()=>o});var i=t(96540);const a={},s=i.createContext(a);function r(e){const n=i.useContext(s);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(a):e.components||a:r(e.components),i.createElement(s.Provider,{value:n},e.children)}},76225:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>u,frontMatter:()=>r,metadata:()=>i,toc:()=>l});const i=JSON.parse('{"id":"help/Settings/my-signature","title":"My Signature","description":"This guide provides instructions on how to save your signature and initials using the OpenSign application. Once saved, you can use them with one click when signing documents. To create your signature, start by clicking the \\"My Signature\\" link under \\"settings\\" menu.","source":"@site/docs/help/Settings/my-signature.md","sourceDirName":"help/Settings","slug":"/help/Settings/my-signature","permalink":"/docs/help/Settings/my-signature","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/my-signature.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"My Signature"},"sidebar":"tutorialSidebar","previous":{"title":"Settings","permalink":"/docs/category/settings"},"next":{"title":"API Token","permalink":"/docs/help/Settings/APIToken"}}');var a=t(74848),s=t(28453);const r={sidebar_position:1,title:"My Signature"},o='Setup "My Signature" in OpenSign',d={},l=[{value:"Creating and Saving Your Signature",id:"creating-and-saving-your-signature",level:2},{value:"Uploading a Signature Image",id:"uploading-a-signature-image",level:2},{value:"Creating and Saving Your Initials",id:"creating-and-saving-your-initials",level:2},{value:"Saving Your Signature and Initials",id:"saving-your-signature-and-initials",level:2},{value:"Uploading a Stamp Image",id:"uploading-a-stamp-image",level:2},{value:"Getting Started",id:"getting-started",level:2}];function g(e){const n={a:"a",h1:"h1",h2:"h2",header:"header",p:"p",strong:"strong",...(0,s.R)(),...e.components};return(0,a.jsxs)(a.Fragment,{children:[(0,a.jsx)(n.header,{children:(0,a.jsx)(n.h1,{id:"setup-my-signature-in-opensign",children:'Setup "My Signature" in OpenSign'})}),"\n",(0,a.jsx)(n.p,{children:'This guide provides instructions on how to save your signature and initials using the OpenSign application. Once saved, you can use them with one click when signing documents. To create your signature, start by clicking the "My Signature" link under "settings" menu.'}),"\n",(0,a.jsx)(n.h2,{id:"creating-and-saving-your-signature",children:"Creating and Saving Your Signature"}),"\n",(0,a.jsx)(n.p,{children:"The drawing box on the left is dedicated to this purpose. If you make a mistake or wish to redo your signature, simply click the Clear button below the drawing box to erase it and start over."}),"\n",(0,a.jsx)(n.h2,{id:"uploading-a-signature-image",children:"Uploading a Signature Image"}),"\n",(0,a.jsx)(n.p,{children:'Alternatively, if you prefer to use a pre-existing image of your signature, click the "Upload Image" button next to the Signature button. This will prompt you to select an image file from your device. Once uploaded, the image will be displayed in the drawing box, ready to be saved.'}),"\n",(0,a.jsx)("img",{width:"820",alt:"create signature and initials",src:"https://github.com/user-attachments/assets/6e86e3ed-48e2-47d1-a9b6-f964b13986c5"}),"\n",(0,a.jsx)(n.h2,{id:"creating-and-saving-your-initials",children:"Creating and Saving Your Initials"}),"\n",(0,a.jsx)(n.p,{children:"For creating your initials, use your mouse or a stylus to draw your initials on the drawing box on the right. As with the signature, there is a Clear button available to erase and redo the initials if necessary."}),"\n",(0,a.jsx)(n.h2,{id:"saving-your-signature-and-initials",children:"Saving Your Signature and Initials"}),"\n",(0,a.jsx)(n.p,{children:"After you have drawn your signature and initials or uploaded your signature image, the next step is to save them. Click the Save button located below the drawing areas. This will store your signature and initials in the system, making them readily available for future use."}),"\n",(0,a.jsx)("img",{width:"820",alt:"create signature",src:"https://github.com/user-attachments/assets/f999f256-038f-4e91-be7d-e1dceb0cfdec"}),"\n",(0,a.jsx)(n.p,{children:"Once saved, these can be applied with a single click whenever you need to sign a document within the OpenSign application, streamlining your workflow and ensuring consistency in your document signing process."}),"\n",(0,a.jsx)(n.h2,{id:"uploading-a-stamp-image",children:"Uploading a Stamp Image"}),"\n",(0,a.jsx)(n.p,{children:"Click the Upload Image button next to the Stamp option to upload your stamp image. Once uploaded, the image will appear in the stamp image box and is ready to be saved. The uploaded stamp will be displayed during the document signing process."}),"\n",(0,a.jsx)("img",{width:"820",alt:"upload stamp",src:"https://github.com/user-attachments/assets/232e4dfd-d305-4b62-ba69-668225287efc"}),"\n",(0,a.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,a.jsxs)(n.p,{children:[(0,a.jsx)(n.strong,{children:"try OpenSign on cloud"})," at ",(0,a.jsx)(n.strong,{children:(0,a.jsx)(n.a,{href:"https://app.opensignlabs.com",children:"OpenSignLabs"})}),"."]}),"\n",(0,a.jsx)(n.p,{children:"Or"}),"\n",(0,a.jsxs)(n.p,{children:["Get started by deploying a new instance of ",(0,a.jsx)(n.strong,{children:"OpenSign"})," by following these ",(0,a.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/self-host/intro",children:"instructions"}),"."]})]})}function u(e={}){const{wrapper:n}={...(0,s.R)(),...e.components};return n?(0,a.jsx)(n,{...e,children:(0,a.jsx)(g,{...e})}):g(e)}}}]); \ No newline at end of file diff --git a/assets/js/d8b805fb.fdb8fe31.js b/assets/js/d8b805fb.fdb8fe31.js deleted file mode 100644 index 00c6565ab..000000000 --- a/assets/js/d8b805fb.fdb8fe31.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1924],{28453:(e,n,t)=>{t.d(n,{R:()=>r,x:()=>o});var i=t(96540);const s={},a=i.createContext(s);function r(e){const n=i.useContext(a);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(a.Provider,{value:n},e.children)}},76225:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>u,contentTitle:()=>o,default:()=>l,frontMatter:()=>r,metadata:()=>i,toc:()=>g});const i=JSON.parse('{"id":"help/Settings/my-signature","title":"My Signature","description":"This guide provides instructions on how to save your signature and initials using the OpenSign application. Once saved, you can use them with one click when signing documents. To create your signature, start by clicking the \\"My Signature\\" link under \\"settings\\" menu.","source":"@site/docs/help/Settings/my-signature.md","sourceDirName":"help/Settings","slug":"/help/Settings/my-signature","permalink":"/docs/help/Settings/my-signature","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/my-signature.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"My Signature"},"sidebar":"tutorialSidebar","previous":{"title":"Settings","permalink":"/docs/category/settings"},"next":{"title":"API Token","permalink":"/docs/help/Settings/APIToken"}}');var s=t(74848),a=t(28453);const r={sidebar_position:1,title:"My Signature"},o='Setup "My Signature" in OpenSign',u={},g=[{value:"Creating and Saving Your Signature",id:"creating-and-saving-your-signature",level:2},{value:"Uploading a Signature Image",id:"uploading-a-signature-image",level:2},{value:"Creating and Saving Your Initials",id:"creating-and-saving-your-initials",level:2},{value:"Saving Your Signature and Initials",id:"saving-your-signature-and-initials",level:2},{value:"Getting Started",id:"getting-started",level:2}];function d(e){const n={a:"a",h1:"h1",h2:"h2",header:"header",p:"p",strong:"strong",...(0,a.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"setup-my-signature-in-opensign",children:'Setup "My Signature" in OpenSign'})}),"\n",(0,s.jsx)(n.p,{children:'This guide provides instructions on how to save your signature and initials using the OpenSign application. Once saved, you can use them with one click when signing documents. To create your signature, start by clicking the "My Signature" link under "settings" menu.'}),"\n",(0,s.jsx)(n.h2,{id:"creating-and-saving-your-signature",children:"Creating and Saving Your Signature"}),"\n",(0,s.jsx)(n.p,{children:"The drawing box on the left is dedicated to this purpose. If you make a mistake or wish to redo your signature, simply click the Clear button below the drawing box to erase it and start over."}),"\n",(0,s.jsx)(n.h2,{id:"uploading-a-signature-image",children:"Uploading a Signature Image"}),"\n",(0,s.jsx)(n.p,{children:'Alternatively, if you prefer to use a pre-existing image of your signature, click the "Upload Image" button next to the Signature button. This will prompt you to select an image file from your device. Once uploaded, the image will be displayed in the drawing box, ready to be saved.'}),"\n",(0,s.jsx)("img",{width:"820",alt:"create signature and initials",src:"https://github.com/user-attachments/assets/6e86e3ed-48e2-47d1-a9b6-f964b13986c5"}),"\n",(0,s.jsx)(n.h2,{id:"creating-and-saving-your-initials",children:"Creating and Saving Your Initials"}),"\n",(0,s.jsx)(n.p,{children:"For creating your initials, use your mouse or a stylus to draw your initials on the drawing box on the right. As with the signature, there is a Clear button available to erase and redo the initials if necessary."}),"\n",(0,s.jsx)(n.h2,{id:"saving-your-signature-and-initials",children:"Saving Your Signature and Initials"}),"\n",(0,s.jsx)(n.p,{children:"After you have drawn your signature and initials or uploaded your signature image, the next step is to save them. Click the Save button located below the drawing areas. 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+++ 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 5d9259ba3..ceba6a9fc 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 ba430613e..d0ef1e21b 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 f3820ff96..ecb5e4ff1 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 7f7282114..4e0160f89 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 a2c286cd0..54425ec1f 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 1a76c2668..b9a648cf0 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 002f40bb1..cf92e794e 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 b51094a06..25ad671ef 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 35b132e8a..9d131f7f3 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 9c5a7b3a7..eceb881af 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 f41493467..403648cb9 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 8c99fa5c0..3a968c8b3 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 47fe10b9c..9b17ad19e 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 07a5c182a..253fee581 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 db4b8257c..f88f4ef06 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 b1c0e69fe..0bef8e962 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 d8b30dca3..b7ec3b43e 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 66c235a86..02cdf5262 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 84992a735..1d8be5463 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 9ac7c3639..aa655fdc6 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 fd4b3ff23..ac84ff19b 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 d19c97793..2d7a8a445 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 966050def..e417bd800 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 491f68446..411288e4b 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 cca53a515..70f9133bf 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 afef63c39..7c281a05c 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 2df26924f..89c6dedab 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 01aadfa22..81e540b2a 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 787e85fd4..dae93624e 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 dd143a79e..1d64a0574 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 c485b8c5c..daf3b6a4e 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 a20d9a5b7..a336f56cf 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 bcf6f288a..5f952dc34 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 4af1c83d6..b3505790a 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 66014d451..11379dfc2 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 66e7211ca..e89b097bf 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 fa051c5f5..39f4a307e 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 0bb195206..c23a51322 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 dcecc73f4..ef136b645 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 cbc621b8a..211a69489 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 202147e03..cf3c82ac8 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 96dea6be3..7244d5abe 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 441732b81..66781db3a 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 e3083b72e..244a69ef4 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 ff3acf6ad..8cbbc932c 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 238a169c5..3520191f0 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 d7ed264b3..649328a6b 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 b9b21d2d2..b27495f5b 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 b130787ff..5f1316884 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 0df2980b9..8230a8dbc 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 116b8ca9a..eac2813fc 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 3645a1020..aa131b9f6 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 162e9a6ad..5c09bc121 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 f1523bade..6d54e66dd 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 b89379eb9..46b51bc0d 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 86e871ad3..4f9b27940 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 485e1e170..6cde79602 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 38890357a..423628dbd 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 1db012742..4013fbd75 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 edba2dc3a..74bbdb9f1 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 be93e0ba3..02a9c9f6c 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 c669f64cf..e3a47427b 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 c03a0e17f..ac6dbad84 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 0329bcc81..e3ae1fa76 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 902d6c354..28176ae52 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 d2f88a71d..bec15edc4 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 2ae6ea181..2d6a03752 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 dadd41df7..ee543ed81 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 394e08c52..8dd91bbb5 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 e5d09d025..e0132c5d3 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 ea92a650d..d89095575 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 fb5683820..c5dbfdde4 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 b544949d0..3d7db8d3b 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 5b2005a2c..558bafa42 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 026fc6ccc..e9a48a214 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 df1868999..796256894 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 2e3d3e0df..22d3b1b3a 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 ba7a252f9..5fee0daba 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 841fbffbe..9de7c50d2 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 e303578fb..1af1ddae6 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 35e013635..75f21c4d3 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 c6cfa34d6..27ba153ea 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 5c1af8974..5023403a3 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 65af48242..d39e2efbc 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 b4c5630ba..8aaa6c02a 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 93018efbe..818222a07 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 6d284a999..68b21fe7f 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 8f2734985..c15a1c12a 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,7 +5,7 @@ Templates | OpenSign™ - + diff --git a/docs/category/user-menu/index.html b/docs/category/user-menu/index.html index af81a1eab..a1a930e0e 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 fbe7aff2c..86828a2de 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 82ca6bf1b..5794b8873 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 27f9b1b53..1446fa5bb 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 4efa3fb79..49b1c348a 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 e08dc5a33..2b43fc9a9 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 2861259d3..a99d6af76 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 193dcbd42..077d0530e 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 a99b18134..57f71e63e 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 d940b3059..34d040854 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 e791ebf18..a9ff91784 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 8962db46c..0b26175b9 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 5f5b8f080..c119fb62f 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™ - + @@ -234,12 +234,47 @@ Use the option on the right side to add recipients if you need to include additi
  • -

    Date: The date widget allows signers to add a date during the signing process. After placing the date widget, you will see the options on the widget such as:

    -
      -
    • Setting icon: By clicking on the option, you can choose from various date formats.
      • -
    • Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      • -
    • Copy : Clicking on this you can duplicate the date widget.
      • +

      Date Widget

      +
    +

    The Date widget allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the Widget Info panel.

    +

    ⚙️ Widget Options​

    +
      +
    • +

      Date Format: Choose the preferred date format (for example, MM/dd/yyyy, dd-mm-yyyy, or dd/mm/yyyy) from the Format dropdown. This determines how the date appears to the signer.

      +
      • +
    • +

      Set Date: This option allows the user to set a default date, which will be displayed while signing the document.

      +
      • +
    • +

      Signing Date: When selected, the date on which the signer signs the document will be automatically displayed in the Date widget.

      +
      • +
    • +

      Clear: Removes the selected date setting.

      +
      • +
    • +

      Date Range

      +
        +
      • Min Date: Sets the earliest date the signer can select.
        • +
      • Max Date: Sets the latest date the signer can select.
        • +
      • Use Clear to remove the minimum or maximum date restrictions.
        • +
      +
      • +
    • +

      Required / Optional
      +Mark the widget as Required if the signer must fill it in before completing the signing, or Optional if it is not mandatory.

      +
      • +
    • +

      Font Settings +Customize the font size and text color to match the document’s style.

      +
      • +
    • +

      Read Only +Enable this option to display a date that cannot be edited by the signer.

      +
      • +
    • +

      Save +Click Save to apply all selected settings to the Date widget.

    • Text Input: The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:

      diff --git a/docs/help/New-Document/sign-yourself/index.html b/docs/help/New-Document/sign-yourself/index.html index 4f913c74a..cb6c8655b 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 7bc7142c3..b6f0c25fb 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 d4bedf662..8d9ac1b35 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 2b1cb7bcf..cc467fcdd 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 40ea8cabf..290015eb4 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 5a99b1e70..b2b9a4c15 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 87a6109ba..584a2a8dd 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 cb4b5a239..10b1dab21 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 0010923a3..447756da4 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 d188df1e0..29faa0caf 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 96322be4f..3e6070c16 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 985992b98..59f2933ad 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 927f0e2ad..31a317bbc 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 27c85a1a9..e16d8f78a 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 3d6399c38..d722db3c0 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 bde813098..ea9ffa5f1 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 acb6edfc0..ec7a382cf 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 fa18c34f1..f50fd771e 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 f83182668..d08d8d4c3 100644 --- a/docs/help/Settings/Webhook/index.html +++ b/docs/help/Settings/Webhook/index.html @@ -5,7 +5,7 @@ Webhook | OpenSign™ - + @@ -49,7 +49,7 @@ The webhook security key has been generated.
    • Save the webhook configuration.
      • -webhook security key +webhook security key

      ⚠️ Important: Store this key securely. Do not expose it in client-side code or public repositories.

      🔐 How the Webhook Security Key Works​

      diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index 52ba3b8ce..a4b3a4d2f 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 8b1b88243..f205f100e 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 75290d8a2..a043c6941 100644 --- a/docs/help/Settings/my-signature/index.html +++ b/docs/help/Settings/my-signature/index.html @@ -5,7 +5,7 @@ My Signature | OpenSign™ - + @@ -22,9 +22,12 @@

      After you have drawn your signature and initials or uploaded your signature image, the next step is to save them. Click the Save button located below the drawing areas. This will store your signature and initials in the system, making them readily available for future use.

      create signature

      Once saved, these can be applied with a single click whenever you need to sign a document within the OpenSign application, streamlining your workflow and ensuring consistency in your document signing process.

      +

      Uploading a Stamp Image​

      +

      Click the Upload Image button next to the Stamp option to upload your stamp image. Once uploaded, the image will appear in the stamp image box and is ready to be saved. The uploaded stamp will be displayed during the document signing process.

      +upload stamp

      Getting Started​

      try OpenSign on cloud at OpenSignLabs.

      Or

      -

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

      +

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

      \ No newline at end of file diff --git a/docs/help/Templates/create-template/index.html b/docs/help/Templates/create-template/index.html index 2a78d03d5..6ad2e417d 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,7 +5,7 @@ Create Templates | OpenSign™ - + @@ -152,23 +152,17 @@ Note: This feature is available exclusively on paid plans.

      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.

        +
      • 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:

        -
        • -
      • -

        Stamp: The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. -After placing the Stamp widget, you will see the options on the widget such as:

        +
      • [2] Add other widgets: Depending on your needs, you can include additional widgets such as:
        • +
      • Stamp: The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. +After placing the Stamp widget, you will see the options on the widget such as:
        • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
        • Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
          • @@ -181,8 +175,7 @@ After placing the Stamp widget, you will see the options on the widget such as:<
        • -
      • -

        Initials: The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:

        +
      • Initials: The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:
        • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
        • Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
          • @@ -195,9 +188,8 @@ After placing the Stamp widget, you will see the options on the widget such as:<
        • -
      • -

        Name: The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. -After placing the name widget, you will see the options on the widget such as:

        +
      • Name: The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. +After placing the name widget, you will see the options on the widget such as:

        • Setting icon: By clicking on the option, you can set the color and font.

          @@ -211,9 +203,8 @@ After placing the name widget, you will see the options on the widget such as:
        • -
      • -

        Job title: The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. -After placing the job title widget, you will see the options on the widget such as:

        +
      • Job title: The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. +After placing the job title widget, you will see the options on the widget such as:

        • Setting icon: By clicking on the option, you can set the color and font.

          @@ -227,9 +218,8 @@ After placing the job title widget, you will see the options on the widget such
        • -
      • -

        Company: The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. -After placing the company widget, you will see the options on the widget such as:

        +
      • Company: The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. +After placing the company widget, you will see the options on the widget such as:

        • Setting icon: By clicking on the option, you can set the color and font.

          @@ -243,14 +233,46 @@ After placing the company widget, you will see the options on the widget such as
        • -
      • -

        Date: The date widget allows signers to add a date during the signing process. -After placing the date widget, you will see the options on the widget such as:

        -
          -
        • Setting icon: By clicking on the option, you can choose from various date formats.
          • -
        • Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
          • -
        • Copy : Clicking on this you can duplicate the date widget.
          • +
        • Date Widget
        +

        The Date widget allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the Widget Info panel.

        +

        ⚙️ Widget Options​

        +
          +
        • +

          Date Format: Choose the preferred date format (for example, MM/dd/yyyy, dd-mm-yyyy, or dd/mm/yyyy) from the Format dropdown. This determines how the date appears to the signer.

          +
          • +
        • +

          Set Date: This option allows the user to set a default date, which will be displayed while signing the document.

          +
          • +
        • +

          Signing Date: When selected, the date on which the signer signs the document will be automatically displayed in the Date widget.

          +
          • +
        • +

          Clear: Removes the selected date setting.

          +
          • +
        • +

          Date Range

          +
            +
          • Min Date: Sets the earliest date the signer can select.
            • +
          • Max Date: Sets the latest date the signer can select.
            • +
          • Use Clear to remove the minimum or maximum date restrictions.
            • +
          +
          • +
        • +

          Required / Optional
          +Mark the widget as Required if the signer must fill it in before completing the signing, or Optional if it is not mandatory.

          +
          • +
        • +

          Font Settings +Customize the font size and text color to match the document’s style.

          +
          • +
        • +

          Read Only +Enable this option to display a date that cannot be edited by the signer.

          +
          • +
        • +

          Save +Click Save to apply all selected settings to the Date widget.

        • Text Input: The text input field is used to collect input from the signer. Signers can type their responses directly into this field. diff --git a/docs/help/Templates/embed-template/index.html b/docs/help/Templates/embed-template/index.html index d4a3d512f..d2e17f71d 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 84f53e57a..fc761948d 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 c19020750..9eadc4d73 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 d82750cf8..b2f27cc9a 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -5,7 +5,7 @@ Quickly Send the Document for Signature Using Template | OpenSign™ - + diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 2f784442b..59603baa7 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 c6c36191f..b45b2df6c 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 bc9dba7fc..34c46ffea 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 b41e962d2..1fb69ca4d 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 fc2589b07..0ced764f0 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 ea27bd534..c2552b684 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 54ce293d7..f77260417 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 1c246bfe8..6464d23e8 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 069b21142..07f8788ec 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 6b37b6ad3..1daf8cd38 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 f5f7d0c79..63a3be10d 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 4b106bca2..d5fce61d0 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 14a0c5440..74dd47c6e 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 b2c6807ad..ff6b64f3b 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 8e74b56f9..f136613f6 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 63c05ae38..0d59094e6 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 e1ffbc29a..d0e533c65 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 8718e04e6..a49c27af9 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 12b90b539..d27bb5dc9 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 c39ff1683..b3fdaa9ac 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 a77524fb4..37c4cd534 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 1cc5962a3..18f497038 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 754d025bc..e6dde4fb5 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 0b5c195c9..1e7037cfa 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +