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docs/help/Templates/create-template/index.html
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@@ -5,7 +5,7 @@
<meta name="generator" content="Docusaurus v3.7.0">
<title data-rh="true">Create Templates | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/create-template"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Create Templates | OpenSign™"><meta data-rh="true" name="description" content="Getting Started"><meta data-rh="true" property="og:description" content="Getting Started"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/create-template"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/create-template" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/create-template" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
<link rel="alternate" type="application/atom+xml" href="/blog/atom.xml" title="OpenSign™ Atom Feed"><link rel="stylesheet" href="/assets/css/styles.6bed5790.css">
<script src="/assets/js/runtime~main.20ba5e8d.js" defer="defer"></script>
<script src="/assets/js/runtime~main.1b81b635.js" defer="defer"></script>
<script src="/assets/js/main.fbed2f27.js" defer="defer"></script>
</head>
<body class="navigation-with-keyboard">
@@ -152,23 +152,17 @@ Note: This feature is available exclusively on paid plans.</li>
<p>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.</p>
<p>After placing the Signature widget, you will see the options on the widget such as:</p>
<ul>
<li>
<p><strong>Add Signer/Change Signer</strong>: 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.</p>
</li>
<li>
<p><strong>Copy Signature</strong>: Clicking on this option reveals the following choices.</p>
<li><strong>Add Signer/Change Signer</strong>: 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.</li>
<li><strong>Copy Signature</strong>: Clicking on this option reveals the following choices.<!-- -->
<ul>
<li>All pages: It will copy the signature widget to all pages.</li>
<li>All pages but last: It will copy the signature widget to all pages except the last page.</li>
<li>All pages but first: It will copy the signature widget to all pages except the first page.</li>
</ul>
</li>
<li>
<p><strong>[2] Add other widgets</strong>: Depending on your needs, you can include additional widgets such as:</p>
</li>
<li>
<p><strong>Stamp</strong>: 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:</p>
<li><strong>[2] Add other widgets</strong>: Depending on your needs, you can include additional widgets such as:</li>
<li><strong>Stamp</strong>: 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:<!-- -->
<ul>
<li>Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.</li>
<li>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.</li>
@@ -181,8 +175,7 @@ After placing the Stamp widget, you will see the options on the widget such as:<
</li>
</ul>
</li>
<li>
<p><strong>Initials</strong>: 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:</p>
<li><strong>Initials</strong>: 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:<!-- -->
<ul>
<li>Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.</li>
<li>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.</li>
@@ -195,9 +188,8 @@ After placing the Stamp widget, you will see the options on the widget such as:<
</li>
</ul>
</li>
<li>
<p><strong>Name</strong>: 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:</p>
<li><strong>Name</strong>: 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:<!-- -->
<ul>
<li>
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
@@ -211,9 +203,8 @@ After placing the name widget, you will see the options on the widget such as:</
</li>
</ul>
</li>
<li>
<p><strong>Job title</strong>: 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:</p>
<li><strong>Job title</strong>: 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:<!-- -->
<ul>
<li>
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
@@ -227,9 +218,8 @@ After placing the job title widget, you will see the options on the widget such
</li>
</ul>
</li>
<li>
<p><strong>Company</strong>: 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:</p>
<li><strong>Company</strong>: 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:<!-- -->
<ul>
<li>
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
@@ -243,14 +233,46 @@ After placing the company widget, you will see the options on the widget such as
</li>
</ul>
</li>
<li>
<p><strong>Date</strong>: 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:</p>
<ul>
<li>Setting icon: By clicking on the option, you can choose from various date formats.</li>
<li>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.</li>
<li>Copy : Clicking on this you can duplicate the date widget.</li>
<li><strong>Date Widget</strong></li>
</ul>
<p>The <strong>Date widget</strong> 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 <strong>Widget Info</strong> panel.</p>
<h4 class="anchor anchorWithStickyNavbar_LWe7" id="️-widget-options">⚙️ Widget Options<a href="#️-widget-options" class="hash-link" aria-label="Direct link to ⚙️ Widget Options" title="Direct link to ⚙️ Widget Options">​</a></h4>
<ul>
<li>
<p><strong>Date Format</strong>: Choose the preferred date format (for example, <code>MM/dd/yyyy</code>, <code>dd-mm-yyyy</code>, or <code>dd/mm/yyyy</code>) from the Format dropdown. This determines how the date appears to the signer.</p>
</li>
<li>
<p><strong>Set Date</strong>: This option allows the user to set a default date, which will be displayed while signing the document.</p>
</li>
<li>
<p><strong>Signing Date</strong>: When selected, the date on which the signer signs the document will be automatically displayed in the Date widget.</p>
</li>
<li>
<p><strong>Clear</strong>: Removes the selected date setting.</p>
</li>
<li>
<p><strong>Date Range</strong></p>
<ul>
<li><strong>Min Date</strong>: Sets the earliest date the signer can select.</li>
<li><strong>Max Date</strong>: Sets the latest date the signer can select.</li>
<li>Use <strong>Clear</strong> to remove the minimum or maximum date restrictions.</li>
</ul>
</li>
<li>
<p><strong>Required / Optional</strong><br>
<!-- -->Mark the widget as <strong>Required</strong> if the signer must fill it in before completing the signing, or <strong>Optional</strong> if it is not mandatory.</p>
</li>
<li>
<p><strong>Font Settings</strong>
Customize the <strong>font size</strong> and <strong>text color</strong> to match the document’s style.</p>
</li>
<li>
<p><strong>Read Only</strong>
Enable this option to display a date that cannot be edited by the signer.</p>
</li>
<li>
<p><strong>Save</strong>
Click <strong>Save</strong> to apply all selected settings to the Date widget.</p>
</li>
<li>
<p><strong>Text Input</strong>: The text input field is used to collect input from the signer. Signers can type their responses directly into this field.