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Follow these steps to create a custom template:"}),"\n",(0,i.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,i.jsx)(n.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.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,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,i.jsx)(n.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.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,i.jsxs)(n.li,{children:[(0,i.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,i.jsx)(n.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[3] Title"})," ",(0,i.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.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,i.jsxs)(n.li,{children:[(0,i.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,i.jsx)(n.h3,{id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only avilable for the subscribed user)"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.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,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.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,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[1] Assign signature widget"}),": Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.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,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,i.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,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Stamp"}),": After placing the Stamp widget, you will see the options on the widget such as:","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.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,i.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,i.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,i.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,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Initials"}),": After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,i.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,i.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,i.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,i.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,i.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,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Name"}),": After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{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",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Job title"}),": After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{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",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Company"}),": After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{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",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Date"}),": After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,i.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,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Text"}),": After placing the Text widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Text Input"}),": After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,i.jsx)(n.li,{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",(0,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the Text Input widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Checkbox"}),": Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there is few optiona available like you can set Minimum check, maximum check also whether this check box is readonly also hide label option."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.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,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.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 is few option available like you can set default value, also whether this dropdown is required or optional."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.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,i.jsx)(n.li,{children:"Copy : Clicking on this you can ducplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Radio button"}),": Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there is few option available like you can set default value, also whether this radio button is readonly also hide label option."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. 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You can also access the documents from reports section."}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,s.a)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}},11151:(e,n,t)=>{t.d(n,{Z:()=>r,a:()=>l});var i=t(67294);const s={},o=i.createContext(s);function l(e){const n=i.useContext(o);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function r(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:l(e.components),i.createElement(o.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.f58804a4.js b/assets/js/9640838e.f58804a4.js deleted file mode 100644 index 44107f6c5..000000000 --- a/assets/js/9640838e.f58804a4.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[8474],{58825:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>l,contentTitle:()=>i,default:()=>d,frontMatter:()=>r,metadata:()=>a,toc:()=>p});var s=n(85893),o=n(11151);const r={sidebar_position:1,title:"Create Templates"},i="Intro",a={id:"help/Templates/create-template",title:"Create Templates",description:"Welcome to the OpenSign\u2122 Help Center! 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b/blog/index.html @@ -5,7 +5,7 @@ Blog | OpenSign™ - + diff --git a/blog/long-blog-post/index.html b/blog/long-blog-post/index.html index 068a06cb5..364d8b1b0 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 1a712308a..1f1842590 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 e893e414f..b062c0aa5 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 4a375d5b1..0c831aed5 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 5322e4d95..e192a5acf 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 c86dbe671..20348a5a5 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 283f9b70b..efb3441f5 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 baead0478..8b8021abb 100644 --- a/blog/welcome/index.html +++ b/blog/welcome/index.html @@ -5,7 +5,7 @@ Welcome | OpenSign™ - + diff --git a/docs/API-docs/contactlist/index.html b/docs/API-docs/contactlist/index.html index 750bba22e..0b76f491b 100644 --- a/docs/API-docs/contactlist/index.html +++ b/docs/API-docs/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/createcontact/index.html b/docs/API-docs/createcontact/index.html index 5f1b6b995..413e4584c 100644 --- a/docs/API-docs/createcontact/index.html +++ b/docs/API-docs/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/createdocument/index.html b/docs/API-docs/createdocument/index.html index 84688d9c6..4a1fa366b 100644 --- a/docs/API-docs/createdocument/index.html +++ b/docs/API-docs/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/createdocumentwithtemplateid/index.html b/docs/API-docs/createdocumentwithtemplateid/index.html index 0fe817567..1be7291e2 100644 --- a/docs/API-docs/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/createfolder/index.html b/docs/API-docs/createfolder/index.html index d62a08455..ae0e15817 100644 --- a/docs/API-docs/createfolder/index.html +++ b/docs/API-docs/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/createtemplate/index.html b/docs/API-docs/createtemplate/index.html index c99f676c6..0db8dce75 100644 --- a/docs/API-docs/createtemplate/index.html +++ b/docs/API-docs/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/delete-template/index.html b/docs/API-docs/delete-template/index.html index 8ccf9b2e5..cdb51738b 100644 --- a/docs/API-docs/delete-template/index.html +++ b/docs/API-docs/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/delete-webhook/index.html b/docs/API-docs/delete-webhook/index.html index beb7e8568..1725642cf 100644 --- a/docs/API-docs/delete-webhook/index.html +++ b/docs/API-docs/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/deletecontact/index.html b/docs/API-docs/deletecontact/index.html index 7ac9cfb3e..4e197730f 100644 --- a/docs/API-docs/deletecontact/index.html +++ b/docs/API-docs/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/deletedocument/index.html b/docs/API-docs/deletedocument/index.html index 7a6033240..9e633f389 100644 --- a/docs/API-docs/deletedocument/index.html +++ b/docs/API-docs/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/deletefolder/index.html b/docs/API-docs/deletefolder/index.html index 986692bc3..39c288088 100644 --- a/docs/API-docs/deletefolder/index.html +++ b/docs/API-docs/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/draftedocument/index.html b/docs/API-docs/draftedocument/index.html index 990101aad..d70019048 100644 --- a/docs/API-docs/draftedocument/index.html +++ b/docs/API-docs/draftedocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/folderlist/index.html b/docs/API-docs/folderlist/index.html index d68e56abb..d61335cbe 100644 --- a/docs/API-docs/folderlist/index.html +++ b/docs/API-docs/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/get-template/index.html b/docs/API-docs/get-template/index.html index 2088ae7f3..2c09af4da 100644 --- a/docs/API-docs/get-template/index.html +++ b/docs/API-docs/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/get-user/index.html b/docs/API-docs/get-user/index.html index df37dbf36..448f1da05 100644 --- a/docs/API-docs/get-user/index.html +++ b/docs/API-docs/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/get-webhook/index.html b/docs/API-docs/get-webhook/index.html index 611768670..05b5de8eb 100644 --- a/docs/API-docs/get-webhook/index.html +++ b/docs/API-docs/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/getcontact/index.html b/docs/API-docs/getcontact/index.html index 3dd1b32b5..c6b41ab4c 100644 --- a/docs/API-docs/getcontact/index.html +++ b/docs/API-docs/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/getdocument/index.html b/docs/API-docs/getdocument/index.html index 06cf0014f..a7ececae4 100644 --- a/docs/API-docs/getdocument/index.html +++ b/docs/API-docs/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/getdocumentlist/index.html b/docs/API-docs/getdocumentlist/index.html index defbc883d..ec9d4a576 100644 --- a/docs/API-docs/getdocumentlist/index.html +++ b/docs/API-docs/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/getfolder/index.html b/docs/API-docs/getfolder/index.html index 859a28ea1..cb49de8f6 100644 --- a/docs/API-docs/getfolder/index.html +++ b/docs/API-docs/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/gettemplatelist/index.html b/docs/API-docs/gettemplatelist/index.html index 492b21c78..c83bb2b19 100644 --- a/docs/API-docs/gettemplatelist/index.html +++ b/docs/API-docs/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/intro/index.html b/docs/API-docs/intro/index.html index b9400a6cf..d1764baef 100644 --- a/docs/API-docs/intro/index.html +++ b/docs/API-docs/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/opensign-api-v-1/index.html b/docs/API-docs/opensign-api-v-1/index.html index 1643b97a2..e229bbc9c 100644 --- a/docs/API-docs/opensign-api-v-1/index.html +++ b/docs/API-docs/opensign-api-v-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/resendrequestmail/index.html b/docs/API-docs/resendrequestmail/index.html index da46e4315..29a259dd7 100644 --- a/docs/API-docs/resendrequestmail/index.html +++ b/docs/API-docs/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/save-update-webhook/index.html b/docs/API-docs/save-update-webhook/index.html index 8e0853e7e..31667f080 100644 --- a/docs/API-docs/save-update-webhook/index.html +++ b/docs/API-docs/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/update-document/index.html b/docs/API-docs/update-document/index.html index 901f464b5..a189fc6b3 100644 --- a/docs/API-docs/update-document/index.html +++ b/docs/API-docs/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/update-template/index.html b/docs/API-docs/update-template/index.html index 347b425f6..4bf0971bc 100644 --- a/docs/API-docs/update-template/index.html +++ b/docs/API-docs/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/updatefolder/index.html b/docs/API-docs/updatefolder/index.html index fef2ff29d..729524d2b 100644 --- a/docs/API-docs/updatefolder/index.html +++ b/docs/API-docs/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/category/cloud-storage/index.html b/docs/category/cloud-storage/index.html index 2f8128a10..8f01b5eb9 100644 --- a/docs/category/cloud-storage/index.html +++ b/docs/category/cloud-storage/index.html @@ -5,7 +5,7 @@ Cloud Storage | OpenSign™ - + diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html index 3d4bfafd0..cc344a483 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 4c0856fb2..15e2d7e2b 100644 --- a/docs/category/docker/index.html +++ b/docs/category/docker/index.html @@ -5,7 +5,7 @@ Docker | OpenSign™ - + diff --git a/docs/category/faqs/index.html b/docs/category/faqs/index.html index 1bf41e695..7e4259c7f 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 dbecbe10e..999111258 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 28f8a1e5a..bfd2bd5b8 100644 --- a/docs/category/manage-docs-using-opensign-drive/index.html +++ b/docs/category/manage-docs-using-opensign-drive/index.html @@ -5,7 +5,7 @@ Manage Docs using OpenSign™ Drive | OpenSign™ - + diff --git a/docs/category/reports/index.html b/docs/category/reports/index.html index 10fd5bba1..9f9b2dc34 100644 --- a/docs/category/reports/index.html +++ b/docs/category/reports/index.html @@ -5,7 +5,7 @@ Reports | OpenSign™ - + diff --git a/docs/category/settings/index.html b/docs/category/settings/index.html index a85097d8f..1d963d20d 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 c79419f48..ebc652770 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,10 +5,10 @@ Templates | OpenSign™ - + -

Templates

5 minutes to learn everything about OpenSign™ Templates feature.

+

Templates

5 minutes to learn everything about OpenSign™ Templates feature.

\ No newline at end of file diff --git a/docs/contribute/CODE_OF_CONDUCT/index.html b/docs/contribute/CODE_OF_CONDUCT/index.html index 06640a564..797c00161 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 e58afea02..d2defc851 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 5433e8ea0..57e899c73 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 8dc7abe26..12a45ebac 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 dd5b39e6c..6b41c409a 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 131452c13..199e38c90 100644 --- a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html +++ b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html @@ -5,7 +5,7 @@ Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™ - + diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html index cb4711f73..91631e675 100644 --- a/docs/help/FAQs/index.html +++ b/docs/help/FAQs/index.html @@ -5,7 +5,7 @@ Why is there no dropdown list when I sign a document myself? | OpenSign™ - + diff --git a/docs/help/New-Document/navigate-between-pages/index.html b/docs/help/New-Document/navigate-between-pages/index.html index aec7afb7c..a5334a6f7 100644 --- a/docs/help/New-Document/navigate-between-pages/index.html +++ b/docs/help/New-Document/navigate-between-pages/index.html @@ -5,7 +5,7 @@ Navigate between pages of a document | OpenSign™ - + diff --git a/docs/help/New-Document/request-signatures/index.html b/docs/help/New-Document/request-signatures/index.html index 3c8a8ba23..c657159d7 100644 --- a/docs/help/New-Document/request-signatures/index.html +++ b/docs/help/New-Document/request-signatures/index.html @@ -5,7 +5,7 @@ Request signatures | OpenSign™ - + diff --git a/docs/help/New-Document/sign-yourself/index.html b/docs/help/New-Document/sign-yourself/index.html index edabe2c97..bc6bc6f71 100644 --- a/docs/help/New-Document/sign-yourself/index.html +++ b/docs/help/New-Document/sign-yourself/index.html @@ -5,7 +5,7 @@ Sign your-self | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html index 33d01213d..405e2d2e4 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 414dcb0e5..c0ab4d84a 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 8e20a1d94..4719d69e7 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 fd5c85a4e..e15a18dc5 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 cc93e1aec..444e7b8cb 100644 --- a/docs/help/Reports/completed/index.html +++ b/docs/help/Reports/completed/index.html @@ -5,7 +5,7 @@ Completed | OpenSign™ - + diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html index f439e47bf..87ab29345 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 6422326ba..3163a5f21 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 a55a57ad5..0a59cef86 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 fedaef8b9..0310b1a5c 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 0aee2e348..fa52a4dc6 100644 --- a/docs/help/Reports/need-your-sign/index.html +++ b/docs/help/Reports/need-your-sign/index.html @@ -5,7 +5,7 @@ Need your sign | OpenSign™ - + diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index bec378f07..bdb0daeea 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 6b88d6408..90b2a4e1e 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 7e20ac94c..b438abb7c 100644 --- a/docs/help/Settings/my-signature/index.html +++ b/docs/help/Settings/my-signature/index.html @@ -5,7 +5,7 @@ My Signature | OpenSign™ - + diff --git a/docs/help/Templates/create-template/index.html b/docs/help/Templates/create-template/index.html index 2792c3d96..840e24237 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -3,17 +3,216 @@ -Create Templates | OpenSign™ +Create Templates | OpenSign™ - + -

Intro

-

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

-

Getting Started​

-

try OpenSign on cloud at OpenSignLabs.

-

Or

-

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

+

Create Templates

Getting Started​

+

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

+

How to Create a Template in OpenSign™

+

Step 1: Begin New Template Creation​

+
    +
  • Navigate to New template form: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.
    • +
+Create Template +

Step 2: Uploading Your Document​

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

Step 3: Entering Template Details​

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

Step 4: Set the sending order​

+
    +
  • [6] Send in Order +
      +
    • If you choose:
      • +
    • Yes: Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order.
      • +
    • No: Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants. +Select the option that best suits the needs of your document processing.
      • +
    +
    • +
+

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

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

Step 6: Proceed to Template Creation Panel​

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

Step 7: Template creation​

+Create Template +
    +
  • +

    [1] Define Roles:

    +
      +
    • Add Roles: In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.
      • +
    +
    • +
  • +

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

    +
      +
    • [1] Assign signature widget: Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required.
      • +
    +

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

    +
      +
    • Add Signer/Change Signer: Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      • +
    • Copy Signature: Clicking on this option reveals the following choices. +
        +
      • All pages: It will copy the signature widget to all pages.
        • +
      • All pages but last: It will copy the signature widget to all pages except the last page.
        • +
      • All pages but first: It will copy the signature widget to all pages except the first page.
        • +
      +
      • +
    • [2] Add other widgets: Depending on your needs, you can include additional widgets such as:
      • +
    • Stamp: 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.
        • +
      • Copy Stamp: Clicking on this option reveals the following choices. +
          +
        • All pages : It will copy the stamp widget to all pages.
          • +
        • All pages but last: It will copy the stamp widget to all pages except the last page.
          • +
        • All pages but first: It will copy the stamp widget to all pages except the first page.
          • +
        +
        • +
      +
      • +
    • 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.
      • +
    • Copy Initials: Clicking on this option reveals the following choices. +
        +
      • All pages : It will copy the stamp widget to all pages.
        • +
      • All pages but last: It will copy the stamp widget to all pages except the last page.
        • +
      • All pages but first: It will copy the stamp widget to all pages except the first page.
        • +
      +
      • +
    +
    • +
  • +

    Name: 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.
      • +
    • 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.
      • +
    • Copy : Clicking on this you can ducplicate the name widget.
      • +
    +
    • +
  • +

    Job title: 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.
      • +
    • 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.
      • +
    • Copy : Clicking on this you can ducplicate the job title widget.
      • +
    +
    • +
  • +

    Company: 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.
      • +
    • 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.
      • +
    • Copy : Clicking on this you can ducplicate the Company widget.
      • +
    +
    • +
  • +

    Date: 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 ducplicate the date widget.
      • +
    +
    • +
  • +

    Text: After placing the Text 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.
      • +
    • Copy : Clicking on this you can ducplicate the Text widget.
      • +
    +
    • +
  • +

    Text Input: After placing the Text Input 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.
      • +
    • 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.
      • +
    • Copy : Clicking on this you can ducplicate the Text Input widget.
      • +
    +
    • +
  • +

    Checkbox: Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there is few optiona available like you can set Minimum check, maximum check also whether this check box is readonly also hide label option.

    +
      +
    • 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.
      • +
    • Copy : Clicking on this you can ducplicate the image widget.
      • +
    +
    • +
  • +

    Dropdown: Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there is few option available like you can set default value, also whether this dropdown is required or optional.

    +
      +
    • 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.
      • +
    • Copy : Clicking on this you can ducplicate the image widget.
      • +
    +
    • +
  • +

    Radio button: Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there is few option available like you can set default value, also whether this radio button is readonly also hide label option.

    +
      +
    • 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.
      • +
    • Copy : Clicking on this you can ducplicate the image widget.
      • +
    +
    • +
  • +

    Image: After placing the Image 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 Image 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 ducplicate the image widget.
      • +
    +
    • +
  • +

    Email: After placing the email 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.
      • +
    • 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.
      • +
    • Copy : Clicking on this you can duplicate the email widget.
      • +
    +
    • +
+

Step 8: Save Template​

+

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

+

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

+

Step 9: Viewing and Managing Templates​

+Manage Template +

On the Manage templates page you will see a list of templates you have created or have access to. The list includes details such as the template title, file, owner, signers, and whether the template is public.

+

Download Template: If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.

+

View Signers: This will display the roles or the list of signers along with their assigned roles, if assigned during template creation.

+

Public/Private Toggle: You can set your template to public or private by toggling the switch under the "Public" column. Public templates can be accessed by anyone via the public URL, allowing them to open and sign the document after registering.

+

Use Template: To use a template, click the "+ USE" button next to the desired template. This will open the template, enabling you to create a document for a signature request. Simply assign the signers and send it for signatures.

+

Quick Send: For faster processing, click the "QUICK SEND" button. This will allow you to quickly send the template to recipients for signing.

+

Share With Team: Collaboration is essential for any successful team, and OpenSign simplifies sharing document templates with your team. Here's how you can utilize the "Share With Team" feature: +Click on the three dots next to the template you want to share. +Select "Share With Team."

+

Edit: The "Edit" feature is crucial for keeping your document templates up-to-date and relevant. Whether you need to make minor tweaks or major changes, OpenSign's editing capabilities are user-friendly and efficient. +Click on the three dots next to the template you want to edit. +Select "Edit." Make the necessary changes and save them.

+

Delete: Sometimes, it's necessary to clean up your templates to keep your workspace organized. The "Delete" feature allows you to remove outdated or unnecessary templates with ease. +Click on the three dots next to the template you want to delete. +Select "Delete." Confirm the deletion.

+

Additional Information​

+
    +
  • The fields with an asterisk (*) are mandatory.
    • +
  • Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format.
    • +
  • You can access your signed documents in the folder you've selected by visiting OpenSign™ Drive anytime. You can also access the documents from reports section.
    • +
+

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

+

Happy signing with OpenSign™!

\ No newline at end of file diff --git a/docs/help/Templates/quick-send/index.html b/docs/help/Templates/quick-send/index.html index 8db063ba6..4652ba7da 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -5,7 +5,7 @@ Quickly Send template to a signer | OpenSign™ - + diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 3db8d74ac..0c48fb9eb 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/intro/index.html b/docs/help/intro/index.html index b891073a4..ec4910c07 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 e964743f6..4b2dda66d 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 6cca6ee4e..5d65f4465 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 c836777ec..f6ce6c14a 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 d0109f266..6172de05d 100644 --- a/docs/self-host/docker/run-locally/index.html +++ b/docs/self-host/docker/run-locally/index.html @@ -5,7 +5,7 @@ Self-host OpenSign™ with Docker on Linux/MacOS/Windows | OpenSign™ - + diff --git a/docs/self-host/guides/env-variables/index.html b/docs/self-host/guides/env-variables/index.html index 95a5ce159..20f438780 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 4abfd9706..b8395d44c 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 4df503a87..68625f833 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 b88ddc4f4..fc90f67e2 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 098250f60..7bafef05d 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 c173d3903..721afba7c 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +