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Only)"}),"\n",(0,t.jsxs)(n.p,{children:["For ",(0,t.jsx)(n.strong,{children:"Date-type Prefill fields in CSV"}),", you must use:\n",(0,t.jsx)(n.strong,{children:"Format:"})," ",(0,t.jsx)(n.code,{children:"DD-MM-YYYY"}),(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.strong,{children:"Example:"})," ",(0,t.jsx)(n.code,{children:"28-01-2026"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["On the document, users may use any date format, but in the Excel/CSV file the date must strictly follow ",(0,t.jsx)(n.code,{children:"DD-MM-YYYY"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"After import, the date automatically converts to the widget\u2019s selected format"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"checkbox-widget--multiple-selection-csv",children:"Checkbox Widget \u2013 Multiple Selection (CSV)"}),"\n",(0,t.jsx)(n.p,{children:"Checkbox widgets support multiple values in CSV."}),"\n",(0,t.jsxs)(n.p,{children:["Use the ",(0,t.jsxs)(n.strong,{children:["pipe separator ",(0,t.jsx)(n.code,{children:"|"})]})," between options."]}),"\n",(0,t.jsxs)(n.h2,{id:"example-option-1option-2",children:[(0,t.jsx)(n.strong,{children:"Example:"})," Option-1|Option-2"]}),"\n",(0,t.jsx)(n.h2,{id:"unsupported-prefill-imports",children:"Unsupported Prefill Imports"}),"\n",(0,t.jsxs)(n.p,{children:["The following widget values ",(0,t.jsx)(n.strong,{children:"cannot be imported via CSV"}),":"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Image widgets"}),"\n",(0,t.jsx)(n.li,{children:"Draw widgets"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"signer-widgets-in-bulk-send",children:"Signer Widgets in Bulk Send"}),"\n",(0,t.jsxs)(n.p,{children:["Bulk Send also supports ",(0,t.jsx)(n.strong,{children:"Signer Widgets"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Signer widgets appear with ",(0,t.jsx)(n.strong,{children:"Signer Role + Widget Name"})]}),"\n",(0,t.jsx)(n.li,{children:"You can prefill signer details before sending"}),"\n",(0,t.jsxs)(n.li,{children:["When signer receives the document:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Prefilled values are visible"}),"\n",(0,t.jsx)(n.li,{children:"Signer can edit/update values"}),"\n",(0,t.jsx)(n.li,{children:"Signer can complete the document"}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"notes",children:"Notes"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["All signer widget prefills are ",(0,t.jsx)(n.strong,{children:"optional"})]}),"\n",(0,t.jsx)(n.li,{children:"You can send without entering signer widget values"}),"\n",(0,t.jsxs)(n.li,{children:["Signers widgets prefilling is ",(0,t.jsx)(n.strong,{children:"NOT supported"})," for:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Signature"}),"\n",(0,t.jsx)(n.li,{children:"Stamp"}),"\n",(0,t.jsx)(n.li,{children:"Initials"}),"\n",(0,t.jsx)(n.li,{children:"Image"}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"Signer details can also be imported via CSV."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"csv-rules-for-signer-widgets",children:"CSV Rules for Signer Widgets"}),"\n",(0,t.jsx)(n.h3,{id:"date-format-same-rule",children:"Date Format (Same Rule)"}),"\n",(0,t.jsx)(n.p,{children:"Use:"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.code,{children:"DD-MM-YYYY"})," (Example: ",(0,t.jsx)(n.code,{children:"28-01-2026"}),")"]}),"\n",(0,t.jsx)(n.h3,{id:"checkbox-multiple-selection",children:"Checkbox Multiple Selection"}),"\n",(0,t.jsx)(n.p,{children:"Use:"}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.code,{children:"Option-1|Option-2"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"bulk-send-limits",children:"Bulk Send Limits"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows sending up to ",(0,t.jsx)(n.strong,{children:"1000 documents per Bulk Send"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"The number depends on signer roles:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"1 Role in template \u2192 1000 documents"})," (This depends on the number of signers included in the Bulk Send request.)"]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"2 Roles in template \u2192 500 documents"})}),"\n",(0,t.jsx)(n.li,{children:"More roles reduce total documents accordingly"}),"\n",(0,t.jsx)(n.li,{children:"Each document consumes 1 API credit. If you create 200 documents, then 200 premium credits will be deducted.(Premium credits)"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"sending-documents-via-bulk-send",children:"Sending Documents via Bulk Send"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Assign signers to the roles shown in the popup."}),"\n",(0,t.jsxs)(n.li,{children:["To create multiple documents, click ",(0,t.jsx)(n.strong,{children:"Add New"})," to add more signers."]}),"\n",(0,t.jsxs)(n.li,{children:["After adding all signers, click ",(0,t.jsx)(n.strong,{children:"Send"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["Signature request emails will be sent to the respective signers, and the created documents will appear under the ",(0,t.jsx)(n.strong,{children:"In Progress Documents"})," report."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"step-4-bulk-send-from-manage-templates",children:"Step 4: Bulk Send from Manage Templates"}),"\n",(0,t.jsx)(n.p,{children:"For faster processing, the Bulk Send feature allows you to swiftly create and send a document to a signer using the selected template."}),"\n",(0,t.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/27b18a1d-6750-4631-b090-93644211ce68"}),"\n",(0,t.jsx)(n.p,{children:"How to Send the Document:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Click the Bulk Send button next to the template in the list."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"A popup will open where you can assign signers to each role by entering their email addresses and fill in any Prefill widgets available in the template."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"If you need to create multiple documents, click the Add New button."}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request."}),"\n",(0,t.jsx)(n.h3,{id:"step-5-signers-signing-process",children:"Step 5: Signers Signing Process"}),"\n",(0,t.jsx)(n.h3,{id:"otp-verification-disabled",children:"OTP Verification Disabled"}),"\n",(0,t.jsxs)(n.p,{children:["If ",(0,t.jsx)(n.strong,{children:"OTP Verification = No"}),", the signer can directly open and sign the document without email verification."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["The signer clicks the ",(0,t.jsx)(n.strong,{children:"Sign Here"})," link in the email"]}),"\n",(0,t.jsx)(n.li,{children:"The document opens immediately for signing"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"otp-verification-enabled",children:"OTP Verification Enabled"}),"\n",(0,t.jsxs)(n.p,{children:["If ",(0,t.jsx)(n.strong,{children:"OTP Verification = Yes"}),", email verification is required before signing."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["The signer clicks ",(0,t.jsx)(n.strong,{children:"Sign Here"})," in the email"]}),"\n",(0,t.jsx)(n.li,{children:"The email verification screen appears"}),"\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Get Verification Code"})," to receive an OTP"]}),"\n",(0,t.jsxs)(n.li,{children:["Enter the OTP and click ",(0,t.jsx)(n.strong,{children:"Verify"})]}),"\n",(0,t.jsx)(n.li,{children:"After successful verification, the document opens and the signer can proceed to sign"}),"\n"]}),"\n",(0,t.jsx)("div",{children:(0,t.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,t.jsx)("div",{children:(0,t.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,t.jsx)(n.h3,{id:"step-6-finalizing-the-process",children:"Step 6: Finalizing the Process"}),"\n",(0,t.jsxs)(n.p,{children:["To sign the document, the signer clicks the ",(0,t.jsx)(n.strong,{children:"Signature widget"}),", which provides options to ",(0,t.jsx)(n.strong,{children:"draw"}),", ",(0,t.jsx)(n.strong,{children:"upload"}),", or ",(0,t.jsx)(n.strong,{children:"type"})," their signature.\nIf any signer fields were prefilled by the document owner, the signer can review and edit those values if needed. After completing all required fields, the signer should click ",(0,t.jsx)(n.strong,{children:"Finish"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["If the signer is the ",(0,t.jsx)(n.strong,{children:"final signer"}),", they will have the option to ",(0,t.jsx)(n.strong,{children:"download or print"})," the signed document along with the ",(0,t.jsx)(n.strong,{children:"Completion Certificate"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["If there are ",(0,t.jsx)(n.strong,{children:"multiple signers"}),", the document will automatically move to the next signer. Once all signers have completed the process, each signer will be able to ",(0,t.jsx)(n.strong,{children:"download and print"})," the final signed document and Completion Certificate."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/427c9e9e-4300-40e6-8ded-23afeb844e39"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before submitting the document."}),"\n",(0,t.jsx)(n.li,{children:"Ensure the uploaded document format is supported by OpenSign."}),"\n",(0,t.jsxs)(n.li,{children:["Signed documents can be found in the ",(0,t.jsx)(n.strong,{children:"Root folder"})," or the folder you selected."]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Bulk Send is available only in paid plans."})}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!write"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(a,{...e})}):a(e)}},28453(e,n,i){i.d(n,{R:()=>r,x:()=>d});var s=i(96540);const t={},l=s.createContext(t);function r(e){const n=s.useContext(l);return s.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:r(e.components),s.createElement(l.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/1f7895dc.a28d84ad.js b/assets/js/1f7895dc.a28d84ad.js deleted file mode 100644 index 968b35b5d..000000000 --- a/assets/js/1f7895dc.a28d84ad.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[9858],{80492(e,n,i){i.r(n),i.d(n,{assets:()=>o,contentTitle:()=>d,default:()=>h,frontMatter:()=>r,metadata:()=>s,toc:()=>a});const s=JSON.parse('{"id":"help/Templates/quick-send","title":"Quickly Send the Document for Signature Using Template","description":"Overview","source":"@site/docs/help/Templates/quick-send.md","sourceDirName":"help/Templates","slug":"/help/Templates/quick-send","permalink":"/docs/help/Templates/quick-send","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/quick-send.md","tags":[],"version":"current","sidebarPosition":4,"frontMatter":{"sidebar_position":4,"title":"Quickly Send the Document for Signature Using Template"},"sidebar":"tutorialSidebar","previous":{"title":"Use template to create documents","permalink":"/docs/help/Templates/use-template"},"next":{"title":"Setting up an OpenSign template for public signing","permalink":"/docs/help/Templates/publicTemplate"}}');var t=i(74848),l=i(28453);const r={sidebar_position:4,title:"Quickly Send the Document for Signature Using Template"},d=void 0,o={},a=[{value:"Overview",id:"overview",level:2},{value:"Step 1: Begin New Template Creation",id:"step-1-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:"Proceed to Template Editor",id:"proceed-to-template-editor",level:3},{value:"Step 2: Add Roles and Widgets",id:"step-2-add-roles-and-widgets",level:2},{value:"Add Prefill Widgets",id:"add-prefill-widgets",level:3},{value:"Add widgets against the role",id:"add-widgets-against-the-role",level:4},{value:"Add Other Widgets",id:"add-other-widgets",level:3},{value:"Step 3: Save Template",id:"step-3-save-template",level:2},{value:"Prefill Widgets in Bulk Send",id:"prefill-widgets-in-bulk-send",level:2},{value:"Import Data Using CSV",id:"import-data-using-csv",level:2},{value:"Steps to Import CSV",id:"steps-to-import-csv",level:3},{value:"Date Format Rules (CSV Only)",id:"date-format-rules-csv-only",level:2},{value:"Checkbox Widget \u2013 Multiple Selection (CSV)",id:"checkbox-widget--multiple-selection-csv",level:2},{value:"Example: Option-1|Option-2",id:"example-option-1option-2",level:2},{value:"Unsupported Prefill Imports",id:"unsupported-prefill-imports",level:2},{value:"Signer Widgets in Bulk Send",id:"signer-widgets-in-bulk-send",level:2},{value:"Notes",id:"notes",level:3},{value:"CSV Rules for Signer Widgets",id:"csv-rules-for-signer-widgets",level:2},{value:"Date Format (Same Rule)",id:"date-format-same-rule",level:3},{value:"Checkbox Multiple Selection",id:"checkbox-multiple-selection",level:3},{value:"Bulk Send Limits",id:"bulk-send-limits",level:2},{value:"Sending Documents via Bulk Send",id:"sending-documents-via-bulk-send",level:2},{value:"Step 4: Bulk Send from Manage Templates",id:"step-4-bulk-send-from-manage-templates",level:3},{value:"Step 5: Signers Signing Process",id:"step-5-signers-signing-process",level:3},{value:"OTP Verification Disabled",id:"otp-verification-disabled",level:3},{value:"OTP Verification Enabled",id:"otp-verification-enabled",level:3},{value:"Step 6: Finalizing the Process",id:"step-6-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",blockquote:"blockquote",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,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.h2,{id:"overview",children:"Overview"}),"\n",(0,t.jsx)(n.p,{children:"Bulk Send allows you to send a document to multiple recipients at once using a template. You can prefill document data, signer details, and import information using a CSV file to automate large-scale document sending."}),"\n",(0,t.jsx)(n.h1,{id:"how-to-use-the-opensign-quick-send-feature-to-send-a-document-for-signature-using-a-template",children:"How to use the OpenSign Quick Send feature to send a document for signature using a template"}),"\n",(0,t.jsx)(n.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.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,t.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9a21705c-84ff-44c1-81a5-bc4e5cae3c7a"}),"\n",(0,t.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.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,t.jsxs)(n.li,{children:[(0,t.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,t.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[3] Title"})," ",(0,t.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document.\nYou can also configure additional settings such as Send in Order, Allowed Modifications, and other advanced options based on your requirements."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"proceed-to-template-editor",children:"Proceed to Template Editor"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.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,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"step-2-add-roles-and-widgets",children:"Step 2: Add Roles and Widgets"}),"\n",(0,t.jsx)(n.h3,{id:"add-prefill-widgets",children:"Add Prefill Widgets"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Select the ",(0,t.jsx)(n.strong,{children:"Prefill role"})," from the right-side panel."]}),"\n",(0,t.jsx)(n.li,{children:"Drag and drop Prefill widgets onto the document."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/e9d07206-254d-48b6-9ea5-19f3ca1ce080"}),"\n",(0,t.jsx)(n.h4,{id:"add-widgets-against-the-role",children:"Add widgets against the role"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Select the role \u2192 Click Signature Widget \u2192 Place it where the signature is required."}),"\n",(0,t.jsx)(n.li,{children:"You can add multiple signature widgets for each role."}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"After placing the Signature widget, the following options are available:"}),"\n",(0,t.jsx)(n.h3,{id:"add-other-widgets",children:"Add Other Widgets"}),"\n",(0,t.jsx)(n.p,{children:"You can also add additional widgets such as:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Stamp"}),"\n",(0,t.jsx)(n.li,{children:"Initials"}),"\n",(0,t.jsx)(n.li,{children:"Name"}),"\n",(0,t.jsx)(n.li,{children:"Date"}),"\n",(0,t.jsx)(n.li,{children:"Text"}),"\n",(0,t.jsx)(n.li,{children:"Checkbox"}),"\n",(0,t.jsx)(n.li,{children:"Dropdown"}),"\n",(0,t.jsx)(n.li,{children:"Cells"}),"\n",(0,t.jsx)(n.li,{children:"Number"}),"\n",(0,t.jsx)(n.li,{children:"Image"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"step-3-save-template",children:"Step 3: Save Template"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Next"})," after placing and configuring all widgets to save the template."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["After saving, a 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csv",src:"https://github.com/user-attachments/assets/448a7a94-8685-47cc-86a7-dbd47e67c8f6"}),"\n",(0,t.jsx)(n.h3,{id:"steps-to-import-csv",children:"Steps to Import CSV"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Download sample file"})]}),"\n",(0,t.jsx)(n.li,{children:"Add your data to the sample CSV"}),"\n",(0,t.jsx)(n.li,{children:"Upload the CSV file in Bulk Send"}),"\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Send"})]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Important:"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Do ",(0,t.jsx)(n.strong,{children:"not change column names"})," in the CSV file"]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"CSV import is NOT available in Free Self-Host version"})}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"date-format-rules-csv-only",children:"Date Format Rules (CSV Only)"}),"\n",(0,t.jsxs)(n.p,{children:["For ",(0,t.jsx)(n.strong,{children:"Date-type Prefill fields in CSV"}),", you must use:\n",(0,t.jsx)(n.strong,{children:"Format:"})," ",(0,t.jsx)(n.code,{children:"DD-MM-YYYY"}),(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.strong,{children:"Example:"})," ",(0,t.jsx)(n.code,{children:"28-01-2026"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["On the document, users may use any date format, but in the Excel/CSV file the date must strictly follow ",(0,t.jsx)(n.code,{children:"DD-MM-YYYY"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"After import, the date automatically converts to the widget\u2019s selected format"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"checkbox-widget--multiple-selection-csv",children:"Checkbox Widget \u2013 Multiple Selection (CSV)"}),"\n",(0,t.jsx)(n.p,{children:"Checkbox widgets support multiple values in CSV."}),"\n",(0,t.jsxs)(n.p,{children:["Use the ",(0,t.jsxs)(n.strong,{children:["pipe separator ",(0,t.jsx)(n.code,{children:"|"})]})," between options."]}),"\n",(0,t.jsxs)(n.h2,{id:"example-option-1option-2",children:[(0,t.jsx)(n.strong,{children:"Example:"})," Option-1|Option-2"]}),"\n",(0,t.jsx)(n.h2,{id:"unsupported-prefill-imports",children:"Unsupported Prefill Imports"}),"\n",(0,t.jsxs)(n.p,{children:["The following widget values ",(0,t.jsx)(n.strong,{children:"cannot be imported via CSV"}),":"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Image widgets"}),"\n",(0,t.jsx)(n.li,{children:"Draw widgets"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"signer-widgets-in-bulk-send",children:"Signer Widgets in Bulk Send"}),"\n",(0,t.jsxs)(n.p,{children:["Bulk Send also supports ",(0,t.jsx)(n.strong,{children:"Signer Widgets"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Signer widgets appear with ",(0,t.jsx)(n.strong,{children:"Signer Role + Widget Name"})]}),"\n",(0,t.jsx)(n.li,{children:"You can prefill signer details before sending"}),"\n",(0,t.jsxs)(n.li,{children:["When signer receives the document:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Prefilled values are visible"}),"\n",(0,t.jsx)(n.li,{children:"Signer can edit/update values"}),"\n",(0,t.jsx)(n.li,{children:"Signer can complete the document"}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"notes",children:"Notes"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["All signer widget prefills are ",(0,t.jsx)(n.strong,{children:"optional"})]}),"\n",(0,t.jsx)(n.li,{children:"You can send without entering signer widget values"}),"\n",(0,t.jsxs)(n.li,{children:["Signers widgets prefilling is ",(0,t.jsx)(n.strong,{children:"NOT supported"})," for:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Signature"}),"\n",(0,t.jsx)(n.li,{children:"Stamp"}),"\n",(0,t.jsx)(n.li,{children:"Initials"}),"\n",(0,t.jsx)(n.li,{children:"Image"}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"Signer details can also be imported via CSV."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"csv-rules-for-signer-widgets",children:"CSV Rules for Signer Widgets"}),"\n",(0,t.jsx)(n.h3,{id:"date-format-same-rule",children:"Date Format (Same Rule)"}),"\n",(0,t.jsx)(n.p,{children:"Use:"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.code,{children:"DD-MM-YYYY"})," (Example: ",(0,t.jsx)(n.code,{children:"28-01-2026"}),")"]}),"\n",(0,t.jsx)(n.h3,{id:"checkbox-multiple-selection",children:"Checkbox Multiple Selection"}),"\n",(0,t.jsx)(n.p,{children:"Use:"}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.code,{children:"Option-1|Option-2"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"bulk-send-limits",children:"Bulk Send Limits"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows sending up to ",(0,t.jsx)(n.strong,{children:"50 documents per Bulk Send"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"The number depends on signer roles:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"1 Role in template \u2192 50 documents"})," (This depends on the number of signers included in the Bulk Send request.)"]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"2 Roles in template \u2192 48 documents"})}),"\n",(0,t.jsx)(n.li,{children:"More roles reduce total documents accordingly"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"sending-documents-via-bulk-send",children:"Sending Documents via Bulk Send"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Assign signers to the roles shown in the popup."}),"\n",(0,t.jsxs)(n.li,{children:["To create multiple documents, click ",(0,t.jsx)(n.strong,{children:"Add New"})," to add more signers."]}),"\n",(0,t.jsxs)(n.li,{children:["After adding all signers, click ",(0,t.jsx)(n.strong,{children:"Send"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["Signature request emails will be sent to the respective signers, and the created documents will appear under the ",(0,t.jsx)(n.strong,{children:"In Progress Documents"})," report."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"step-4-bulk-send-from-manage-templates",children:"Step 4: Bulk Send from Manage Templates"}),"\n",(0,t.jsx)(n.p,{children:"For faster processing, the Bulk Send feature allows you to swiftly create and send a document to a signer using the selected template."}),"\n",(0,t.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/a8737a76-0c92-4288-894d-65640a7757fe"}),"\n",(0,t.jsx)(n.p,{children:"How to Send the Document:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Click the Bulk Send button next to the template in the list."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"A popup will open where you can assign signers to each role by entering their email addresses and fill in any Prefill widgets available in the template."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"If you need to create multiple documents, click the Add New button."}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request."}),"\n",(0,t.jsx)(n.h3,{id:"step-5-signers-signing-process",children:"Step 5: Signers Signing Process"}),"\n",(0,t.jsx)(n.h3,{id:"otp-verification-disabled",children:"OTP Verification Disabled"}),"\n",(0,t.jsxs)(n.p,{children:["If ",(0,t.jsx)(n.strong,{children:"OTP Verification = No"}),", the signer can directly open and sign the document without email verification."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["The signer clicks the ",(0,t.jsx)(n.strong,{children:"Sign Here"})," link in the email"]}),"\n",(0,t.jsx)(n.li,{children:"The document opens immediately for signing"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"otp-verification-enabled",children:"OTP Verification Enabled"}),"\n",(0,t.jsxs)(n.p,{children:["If ",(0,t.jsx)(n.strong,{children:"OTP Verification = Yes"}),", email verification is required before signing."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["The signer clicks ",(0,t.jsx)(n.strong,{children:"Sign Here"})," in the email"]}),"\n",(0,t.jsx)(n.li,{children:"The email verification screen appears"}),"\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Get Verification Code"})," to receive an OTP"]}),"\n",(0,t.jsxs)(n.li,{children:["Enter the OTP and click ",(0,t.jsx)(n.strong,{children:"Verify"})]}),"\n",(0,t.jsx)(n.li,{children:"After successful verification, the document opens and the signer can proceed to sign"}),"\n"]}),"\n",(0,t.jsx)("div",{children:(0,t.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,t.jsx)("div",{children:(0,t.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,t.jsx)(n.h3,{id:"step-6-finalizing-the-process",children:"Step 6: Finalizing the Process"}),"\n",(0,t.jsxs)(n.p,{children:["To sign the document, the signer clicks the ",(0,t.jsx)(n.strong,{children:"Signature widget"}),", which provides options to ",(0,t.jsx)(n.strong,{children:"draw"}),", ",(0,t.jsx)(n.strong,{children:"upload"}),", or ",(0,t.jsx)(n.strong,{children:"type"})," their signature.\nIf any signer fields were prefilled by the document owner, the signer can review and edit those values if needed. After completing all required fields, the signer should click ",(0,t.jsx)(n.strong,{children:"Finish"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["If the signer is the ",(0,t.jsx)(n.strong,{children:"final signer"}),", they will have the option to ",(0,t.jsx)(n.strong,{children:"download or print"})," the signed document along with the ",(0,t.jsx)(n.strong,{children:"Completion Certificate"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["If there are ",(0,t.jsx)(n.strong,{children:"multiple signers"}),", the document will automatically move to the next signer. Once all signers have completed the process, each signer will be able to ",(0,t.jsx)(n.strong,{children:"download and print"})," the final signed document and Completion Certificate."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/427c9e9e-4300-40e6-8ded-23afeb844e39"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before submitting the document."}),"\n",(0,t.jsx)(n.li,{children:"Ensure the uploaded document format is supported by OpenSign."}),"\n",(0,t.jsxs)(n.li,{children:["Signed documents can be found in the ",(0,t.jsx)(n.strong,{children:"Root folder"})," or the folder you selected."]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Bulk Send is available only in paid plans."})}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!write"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(c,{...e})}):c(e)}},28453(e,n,i){i.d(n,{R:()=>r,x:()=>d});var s=i(96540);const t={},l=s.createContext(t);function r(e){const n=s.useContext(l);return s.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:r(e.components),s.createElement(l.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/299c7a47.5964b4cb.js b/assets/js/299c7a47.5964b4cb.js deleted file mode 100644 index ced7094af..000000000 --- a/assets/js/299c7a47.5964b4cb.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[2131],{96357(e,t,n){n.r(t),n.d(t,{assets:()=>r,contentTitle:()=>a,default:()=>p,frontMatter:()=>o,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Templates/publicTemplate","title":"Setting up an OpenSign template for public signing","description":"The OpenSign Public profile feature offers the ultimate public document signing solution without any need for integrations. With this feature, users can share document templates publicly, allowing anyone to access and sign the documents directly through the shared templates. This streamlines the signing process by providing a seamless, accessible way for public signers to complete documents without additional steps or integrations.","source":"@site/docs/help/Templates/publicTemplate.md","sourceDirName":"help/Templates","slug":"/help/Templates/publicTemplate","permalink":"/docs/help/Templates/publicTemplate","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/publicTemplate.md","tags":[],"version":"current","sidebarPosition":5,"frontMatter":{"sidebar_position":5,"title":"Setting up an OpenSign template for public signing"},"sidebar":"tutorialSidebar","previous":{"title":"Quickly Send the Document for Signature Using Template","permalink":"/docs/help/Templates/quick-send"},"next":{"title":"Embedding OpenSign templates","permalink":"/docs/help/Templates/embed-template"}}');var l=n(74848),s=n(28453);const o={sidebar_position:5,title:"Setting up an OpenSign template for public signing"},a="What is the OpenSign Public profile?",r={},c=[{value:"How to setup Public profile, Design templates, and Enable public signing?",id:"how-to-setup-public-profile-design-templates-and-enable-public-signing",level:2},{value:"Step 1: Set up your Public profile (Username & Tagline)",id:"step-1-set-up-your-public-profile-username--tagline",level:3},{value:"Step 2: Create a new template",id:"step-2-create-a-new-template",level:3},{value:"Upload your document and fill in the template details:",id:"upload-your-document-and-fill-in-the-template-details",level:3},{value:"Proceed to template creation panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 3: Template creation",id:"step-3-template-creation",level:3},{value:"Save template",id:"save-template",level:3},{value:"Step 4: Managing and making template public",id:"step-4-managing-and-making-template-public",level:3},{value:"Step 5: Sign the document through the public template.",id:"step-5-sign-the-document-through-the-public-template",level:3},{value:"Step 6: Print document, Download completion certificate, and Download Document",id:"step-6-print-document-download-completion-certificate-and-download-document",level:3},{value:"Additional Information",id:"additional-information",level:2}];function d(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.R)(),...e.components};return(0,l.jsxs)(l.Fragment,{children:[(0,l.jsx)(t.header,{children:(0,l.jsx)(t.h1,{id:"what-is-the-opensign-public-profile",children:"What is the OpenSign Public profile?"})}),"\n",(0,l.jsx)(t.p,{children:"The OpenSign Public profile feature offers the ultimate public document signing solution without any need for integrations. With this feature, users can share document templates publicly, allowing anyone to access and sign the documents directly through the shared templates. 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This streamlines the signing process by providing a seamless, accessible way for public signers to complete documents without additional steps or integrations."}),"\n",(0,l.jsx)(t.h2,{id:"how-to-setup-public-profile-design-templates-and-enable-public-signing",children:"How to setup Public profile, Design templates, and Enable public signing?"}),"\n",(0,l.jsx)(t.h3,{id:"step-1-set-up-your-public-profile-username--tagline",children:"Step 1: Set up your Public profile (Username & Tagline)"}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"Navigate to your profile"}),': On the top right, click your profile icon, select "Edit profile," and enter a public username (e.g., "OpenSignPublicProfile").']}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"Add a tagline"}),'(Optional): Enter a custom tagline (e.g., "Seal the deal openly") and save the changes.']}),"\n"]}),"\n",(0,l.jsx)("img",{width:"828",alt:"Set up Public Profile",src:"https://github.com/user-attachments/assets/6c9cbd4b-eb1a-4a5b-bb0a-21777621555c"}),"\n",(0,l.jsx)(t.h3,{id:"step-2-create-a-new-template",children:"Step 2: Create a new template"}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"Navigate to Templates"}),': On the left sidebar, click "Templates" and select "Create template."']}),"\n"]}),"\n",(0,l.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/95ee5c26-4284-46aa-9de7-3f492ad34feb"}),"\n",(0,l.jsx)(t.h3,{id:"upload-your-document-and-fill-in-the-template-details",children:"Upload your document and fill in the template details:"}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[1] Choose file"}),": Select the document to upload (supported formats: PDF, PNG, JPG, JPEG, DOCX)."]}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[2] Choose file from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[3] Title"})," ",(0,l.jsx)(t.em,{children:"(Required)"}),": Provide a title for your template."]}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[5] Note"}),": Add additional notes or instructions."]}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[6] Send in Order"}),': Choose "Yes" or "No" for sending in a specific order.']}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[7] Auto reminder"}),": Set up automatic email reminders for signers."]}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[8] Enable OTP verification"}),' : Choose "Yes" or "No" for requiring email verification via OTP.']}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[9] Enable tour"}),': Select "Yes" or "No" for enabling the tour feature.']}),"\n"]}),"\n",(0,l.jsx)(t.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to template creation panel"}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,l.jsx)(t.h3,{id:"step-3-template-creation",children:"Step 3: Template creation"}),"\n",(0,l.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/36a269fb-179b-462e-abc0-f436ec195a4a"}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsxs)(t.p,{children:[(0,l.jsx)(t.strong,{children:"[1] Define roles"}),":"]}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsxs)(t.p,{children:[(0,l.jsx)(t.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n",(0,l.jsxs)(t.p,{children:[(0,l.jsx)(t.strong,{children:"Note"}),": Make sure the public role is positioned at the top if 'Send in Order' is set to Yes; Otherwise, you will not be able to make the template public."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsxs)(t.p,{children:[(0,l.jsx)(t.strong,{children:"[2] Assign widgets to roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role. 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You can place multiple signature widgets for each Role, as required."]}),"\n",(0,l.jsxs)(t.li,{children:[(0,l.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,l.jsxs)(t.p,{children:[(0,l.jsx)(t.strong,{children:"Important"}),": Before proceeding, ensure that all roles have assigned signers, except for the public role, since we are making this template public."]}),"\n",(0,l.jsx)(t.h3,{id:"save-template",children:"Save template"}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsxs)(t.p,{children:[(0,l.jsx)(t.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"After doing so, a \u201cCreate document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:'Choose "No" you will be redirected to the Manage templates screen.'}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(t.h3,{id:"step-4-managing-and-making-template-public",children:"Step 4: Managing and making template public"}),"\n",(0,l.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/4fd68285-d489-4998-bcf1-1cf40eada723"}),"\n",(0,l.jsx)(t.p,{children:"On the Manage templates page, you'll see a list of templates you've created or have access to. This list provides details such as the template title, file, owner, signers, and whether the template is public."}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"To make a template public, click the toggle button in the public column on the template."}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"A confirmation popup will appear with the message, 'Are you sure you want to make this template public?' You can choose either Yes or No. Select Yes to make the template public."}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"A public profile popup will appear, where you can copy the public URL."}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"Copy and share this link, and anyone with it can view your publicly available templates by pasting the URL into their browser."}),"\n"]}),"\n"]}),"\n",(0,l.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/99977728-86de-4913-8d2e-f54ab0b18033"}),"\n",(0,l.jsx)(t.h3,{id:"step-5-sign-the-document-through-the-public-template",children:"Step 5: Sign the document through the public template."}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"Click the Sign now button next to the template you want to sign. Once the document loads, click Sign Now in the top right corner. A popup will appear asking for signer details such as Name, Email, and Phone Number."}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"Enter the required details and click Submit."}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"You can now fill in the necessary fields within the document's widgets and sign it."}),"\n"]}),"\n",(0,l.jsxs)(t.li,{children:["\n",(0,l.jsx)(t.p,{children:"After you finish signing, the document will be completed and automatically sent to the next signer for their signature."}),"\n"]}),"\n"]}),"\n",(0,l.jsx)("img",{width:"828",alt:"Signed the template",src:"https://github.com/user-attachments/assets/0c667098-1c79-4c6a-b59f-03d20ac85552"}),"\n",(0,l.jsx)(t.h3,{id:"step-6-print-document-download-completion-certificate-and-download-document",children:"Step 6: Print document, Download completion certificate, and Download Document"}),"\n",(0,l.jsx)(t.p,{children:"You\u2019ll see options to Print or Download the signed document for your records."}),"\n",(0,l.jsx)(t.p,{children:"If you are the only signer, the signing process is finished, and you will have the options to Print document, Download completion certificate, and Download document."}),"\n",(0,l.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,l.jsxs)(t.ul,{children:["\n",(0,l.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,l.jsx)(t.li,{children:"This feature is available on all paid plans."}),"\n"]}),"\n",(0,l.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,l.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,l.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!write"})]})}function p(e={}){const{wrapper:t}={...(0,s.R)(),...e.components};return t?(0,l.jsx)(t,{...e,children:(0,l.jsx)(d,{...e})}):d(e)}},28453(e,t,n){n.d(t,{R:()=>o,x:()=>a});var i=n(96540);const l={},s=i.createContext(l);function o(e){const t=i.useContext(s);return i.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function a(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(l):e.components||l:o(e.components),i.createElement(s.Provider,{value:t},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/88a819d0.4618bbd3.js b/assets/js/88a819d0.4618bbd3.js new file mode 100644 index 000000000..a386e1c0c --- /dev/null +++ b/assets/js/88a819d0.4618bbd3.js @@ -0,0 +1 @@ +"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[5314],{15851(e,t,n){n.r(t),n.d(t,{assets:()=>r,contentTitle:()=>l,default:()=>h,frontMatter:()=>o,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/Templates/manage-templates","title":"Manage Templates","description":"Viewing and Managing Templates","source":"@site/docs/help/Templates/manage-templates.md","sourceDirName":"help/Templates","slug":"/help/Templates/manage-templates","permalink":"/docs/help/Templates/manage-templates","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/manage-templates.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Manage Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Create Templates","permalink":"/docs/help/Templates/create-template"},"next":{"title":"Use template to create documents","permalink":"/docs/help/Templates/use-template"}}');var i=n(74848),a=n(28453);const o={sidebar_position:2,title:"Manage Templates"},l=void 0,r={},c=[{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function d(e){const t={a:"a",br:"br",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,a.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,i.jsx)(t.p,{children:"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."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Download Template"}),': If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"View Signers"}),": This will display the roles or the list of signers along with their assigned roles, if assigned during template creation."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"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.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"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.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Bulk send"}),": This feature streamlines processing by allowing you to create and send multiple documents at once using a selected template. You can add multiple signers and generate all documents with a single click."]}),"\n",(0,i.jsx)(t.p,{children:"Note: The API credit is deducted when the document is sent using the Bulk Send feature. Each document consumes 1 API credit."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"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.\nClick on the three dots next to the template you want to edit.\nSelect "Edit." Make the necessary changes and save them.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Share With Team"}),": Collaboration is crucial for any successful workflow, and OpenSign makes it easy to share document templates with your team."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"Click the three dots next to the template you wish to share."}),"\n",(0,i.jsx)(t.li,{children:'Select "Share with Team" from the menu.'}),"\n",(0,i.jsx)(t.li,{children:"Choose the desired team from the list and click Submit."}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"The selected team members will now have access to the template and can use it to create documents."}),"\n",(0,i.jsx)(t.p,{children:"Note: Team members will have view and usage-only access to the shared template \u2014 they cannot edit or delete it.\nThis feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Share With colleague"}),": OpenSign also allows you to share templates with individual colleagues for efficient collaboration."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Click the three dots next to the template you wish to share."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:'Select "Share with Colleague" from the menu.'}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Choose the user from the list and click Submit."}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"The selected user will be able to access the template and create documents from it."}),"\n",(0,i.jsx)(t.p,{children:"Note: The user will have permission only to use the template. They cannot edit or delete it.\nThis feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/89780622-dd0d-47b7-b3b2-a71d537d7967"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/fdc98efe-dc2d-4e53-bc66-be3aab07eef0"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Download all formdata"}),": Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally."]}),"\n",(0,i.jsx)(t.p,{children:"You can download the data in Excel format using this template."}),"\n",(0,i.jsxs)(t.p,{children:["Fields marked with ",(0,i.jsx)(t.strong,{children:"Hide Text with Asterisks"})," will be exported in plain text (unmasked), showing the actual values entered."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Note:"})," You cannot download form data if any widget names in the template are duplicated \u2014 each widget must have a unique name.",(0,i.jsx)(t.br,{}),"\n","This feature is available only on the ",(0,i.jsx)(t.strong,{children:"Teams"})," and ",(0,i.jsx)(t.strong,{children:"Enterprise"})," plans."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Embed"}),': The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.\nClick "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.']}),"\n",(0,i.jsx)("img",{width:"828",alt:"Embed",src:"https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29"}),"\n",(0,i.jsx)(t.p,{children:"Note: The Premium api credit is deducted when the document is signed."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Copy template id"}),": This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Copy public URL"}),': This generates a public link for the template, allowing external users to access it without logging into OpenSign.\nClick "Copy Public URL" to generate the link, then share it as needed.']}),"\n",(0,i.jsx)(t.p,{children:"Note: The Premium api credit is deducted when the document is signed."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Kiosk Mode"}),": Kiosk Mode offers a simplified and secure environment for signers to complete documents on a shared or public device. It's ideal for use cases like front-desk sign-ins, in-office document execution, or on-site registrations where multiple individuals need to sign documents one after another."]}),"\n",(0,i.jsx)(t.p,{children:"When you click the Kiosk Mode option along with a selected template, the document opens in a dedicated signing interface. Signers can then complete their portions sequentially on the same screen and device, ensuring a smooth and efficient signing flow without requiring individual logins."}),"\n",(0,i.jsx)(t.p,{children:"Note: This feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Duplicate"}),": When you need to create a copy of an existing template, use the Duplicate option. This feature allows you to quickly generate an exact replica of the selected template, making it easy to reuse and modify without affecting the original."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"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.\nClick on the three dots next to the template you want to delete.\nSelect "Delete." Confirm the deletion.']}),"\n",(0,i.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,i.jsx)(t.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,i.jsx)(t.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,i.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:t}={...(0,a.R)(),...e.components};return t?(0,i.jsx)(t,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}},28453(e,t,n){n.d(t,{R:()=>o,x:()=>l});var s=n(96540);const i={},a=s.createContext(i);function o(e){const t=s.useContext(a);return s.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function l(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:o(e.components),s.createElement(a.Provider,{value:t},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/88a819d0.e9c300a9.js b/assets/js/88a819d0.e9c300a9.js deleted file mode 100644 index 7fdeacc01..000000000 --- a/assets/js/88a819d0.e9c300a9.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[5314],{15851(e,t,n){n.r(t),n.d(t,{assets:()=>r,contentTitle:()=>l,default:()=>h,frontMatter:()=>o,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/Templates/manage-templates","title":"Manage Templates","description":"Viewing and Managing Templates","source":"@site/docs/help/Templates/manage-templates.md","sourceDirName":"help/Templates","slug":"/help/Templates/manage-templates","permalink":"/docs/help/Templates/manage-templates","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/manage-templates.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Manage Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Create Templates","permalink":"/docs/help/Templates/create-template"},"next":{"title":"Use template to create documents","permalink":"/docs/help/Templates/use-template"}}');var i=n(74848),a=n(28453);const o={sidebar_position:2,title:"Manage Templates"},l=void 0,r={},c=[{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function d(e){const t={a:"a",br:"br",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,a.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,i.jsx)(t.p,{children:"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."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Download Template"}),': If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"View Signers"}),": This will display the roles or the list of signers along with their assigned roles, if assigned during template creation."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"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.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"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.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Bulk send"}),": This feature streamlines processing by allowing you to create and send multiple documents at once using a selected template. You can add multiple signers and generate all documents with a single click."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"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.\nClick on the three dots next to the template you want to edit.\nSelect "Edit." Make the necessary changes and save them.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Share With Team"}),": Collaboration is crucial for any successful workflow, and OpenSign makes it easy to share document templates with your team."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"Click the three dots next to the template you wish to share."}),"\n",(0,i.jsx)(t.li,{children:'Select "Share with Team" from the menu.'}),"\n",(0,i.jsx)(t.li,{children:"Choose the desired team from the list and click Submit."}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"The selected team members will now have access to the template and can use it to create documents."}),"\n",(0,i.jsx)(t.p,{children:"Note: Team members will have view and usage-only access to the shared template \u2014 they cannot edit or delete it.\nThis feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Share With colleague"}),": OpenSign also allows you to share templates with individual colleagues for efficient collaboration."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Click the three dots next to the template you wish to share."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:'Select "Share with Colleague" from the menu.'}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Choose the user from the list and click Submit."}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"The selected user will be able to access the template and create documents from it."}),"\n",(0,i.jsx)(t.p,{children:"Note: The user will have permission only to use the template. They cannot edit or delete it.\nThis feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/89780622-dd0d-47b7-b3b2-a71d537d7967"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/fdc98efe-dc2d-4e53-bc66-be3aab07eef0"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Download all formdata"}),": Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally."]}),"\n",(0,i.jsx)(t.p,{children:"You can download the data in Excel format using this template."}),"\n",(0,i.jsxs)(t.p,{children:["Fields marked with ",(0,i.jsx)(t.strong,{children:"Hide Text with Asterisks"})," will be exported in plain text (unmasked), showing the actual values entered."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Note:"})," You cannot download form data if any widget names in the template are duplicated \u2014 each widget must have a unique name.",(0,i.jsx)(t.br,{}),"\n","This feature is available only on the ",(0,i.jsx)(t.strong,{children:"Teams"})," and ",(0,i.jsx)(t.strong,{children:"Enterprise"})," plans."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Embed"}),': The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.\nClick "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.']}),"\n",(0,i.jsx)("img",{width:"828",alt:"Embed",src:"https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Copy template id"}),": This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Copy public URL"}),': This generates a public link for the template, allowing external users to access it without logging into OpenSign.\nClick "Copy Public URL" to generate the link, then share it as needed.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Kiosk Mode"}),": Kiosk Mode offers a simplified and secure environment for signers to complete documents on a shared or public device. It's ideal for use cases like front-desk sign-ins, in-office document execution, or on-site registrations where multiple individuals need to sign documents one after another."]}),"\n",(0,i.jsx)(t.p,{children:"When you click the Kiosk Mode option along with a selected template, the document opens in a dedicated signing interface. Signers can then complete their portions sequentially on the same screen and device, ensuring a smooth and efficient signing flow without requiring individual logins.\nNote: This feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Duplicate"}),": When you need to create a copy of an existing template, use the Duplicate option. This feature allows you to quickly generate an exact replica of the selected template, making it easy to reuse and modify without affecting the original."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"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.\nClick on the three dots next to the template you want to delete.\nSelect "Delete." Confirm the deletion.']}),"\n",(0,i.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,i.jsx)(t.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,i.jsx)(t.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,i.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:t}={...(0,a.R)(),...e.components};return t?(0,i.jsx)(t,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}},28453(e,t,n){n.d(t,{R:()=>o,x:()=>l});var s=n(96540);const i={},a=s.createContext(i);function o(e){const t=s.useContext(a);return s.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function l(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:o(e.components),s.createElement(a.Provider,{value:t},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/8e4d0438.098daa02.js b/assets/js/8e4d0438.098daa02.js new file mode 100644 index 000000000..e1291726b --- /dev/null +++ b/assets/js/8e4d0438.098daa02.js @@ -0,0 +1 @@ +"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[3891],{29734(e,n,s){s.r(n),s.d(n,{assets:()=>l,contentTitle:()=>d,default:()=>h,frontMatter:()=>o,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Settings/APIToken","title":"API Token","description":"To authenticate and use OpenSign API endpoints, you\u2019ll need a valid API token (x-api-token).","source":"@site/docs/help/Settings/APIToken.md","sourceDirName":"help/Settings","slug":"/help/Settings/APIToken","permalink":"/docs/help/Settings/APIToken","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/APIToken.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"API Token"},"sidebar":"tutorialSidebar","previous":{"title":"My Signature","permalink":"/docs/help/Settings/my-signature"},"next":{"title":"Webhook","permalink":"/docs/help/Settings/Webhook"}}');var t=s(74848),r=s(28453);const o={sidebar_position:2,title:"API Token"},d="\ud83d\udd10 API Authentication \u2013 Setting Up Your x-api-token",l={},c=[{value:"\ud83e\udded Step-by-Step Guide to Generate Your API Token",id:"-step-by-step-guide-to-generate-your-api-token",level:2},{value:"\ud83e\uddea Sandbox API Token",id:"-sandbox-api-token",level:3},{value:"\ud83e\uddea API Credits",id:"-api-credits",level:3},{value:"Where API Credits Are Deducted",id:"where-api-credits-are-deducted",level:3},{value:"In the OpenSign Application",id:"in-the-opensign-application",level:3},{value:"\ud83e\uddea Sandbox Cloud Account Login",id:"-sandbox-cloud-account-login",level:3},{value:"\ud83d\udd10 How to Access the Sandbox Environment",id:"-how-to-access-the-sandbox-environment",level:4},{value:"Buy the api credit",id:"buy-the-api-credit",level:3},{value:"\ud83e\udde0 Frequently Asked Questions",id:"-frequently-asked-questions",level:2}];function a(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsxs)(n.h1,{id:"-api-authentication--setting-up-your-x-api-token",children:["\ud83d\udd10 API Authentication \u2013 Setting Up Your ",(0,t.jsx)(n.code,{children:"x-api-token"})]})}),"\n",(0,t.jsxs)(n.p,{children:["To authenticate and use OpenSign API endpoints, you\u2019ll need a valid API token (",(0,t.jsx)(n.code,{children:"x-api-token"}),")."]}),"\n",(0,t.jsx)(n.p,{children:"Follow the steps below to generate one."}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," You can generate both ",(0,t.jsx)(n.strong,{children:"Live"})," and ",(0,t.jsx)(n.strong,{children:"Sandbox"})," API tokens from your OpenSign account."]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-step-by-step-guide-to-generate-your-api-token",children:"\ud83e\udded Step-by-Step Guide to Generate Your API Token"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," section and click on ",(0,t.jsx)(n.strong,{children:"API Token"}),"."]}),"\n",(0,t.jsx)("img",{width:"436",alt:"Navigate-to-Api-token",src:"https://github.com/user-attachments/assets/e0e05a23-f815-4805-a047-f08d3727ad98"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 3:"})," On the API Token page, click the ",(0,t.jsx)(n.strong,{children:"Generate Live API Token"})," button."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," To generate a ",(0,t.jsx)(n.strong,{children:"Live API Token"}),", you must upgrade to a ",(0,t.jsx)(n.strong,{children:"paid plan"})," \u2014 either the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Teams"})," plan."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"436",alt:"Generate token",src:"https://github.com/user-attachments/assets/f5a17744-cfce-464f-9b82-685570ed1e39"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Your ",(0,t.jsx)(n.code,{children:"x-api-token"})," will now be generated and displayed."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Copy this token"})," \u2014 you\u2019ll need it to authenticate your OpenSign API requests."]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-sandbox-api-token",children:"\ud83e\uddea Sandbox API Token"}),"\n",(0,t.jsxs)(n.p,{children:["You\u2019ll also find the option to generate a ",(0,t.jsx)(n.strong,{children:"Sandbox API Token"})," on the same page."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Sandbox API tokens"})," are available on all plans, including the ",(0,t.jsx)(n.strong,{children:"free plan"}),", and are intended for development and testing."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Do not upload confidential data"})," to the Sandbox environment."]}),"\n",(0,t.jsx)("img",{width:"436",alt:"Sandbox api token",src:"https://github.com/user-attachments/assets/f27d9e00-7989-4c01-b23e-cecaccce4be2"}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-api-credits",children:"\ud83e\uddea API Credits"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Premium Credits Available:"}),(0,t.jsx)(n.br,{}),"\n","Displays the total API credits available for your organisation."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Your Credits Usage:"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Used Credits:"})," The number of credits you have consumed."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Remaining Credits:"})," The number of credits still available for you to use."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"436",alt:"API credit",src:"https://github.com/user-attachments/assets/e0d87fb2-7391-4bad-b668-9ce2b558c52d"}),"\n",(0,t.jsx)(n.h3,{id:"where-api-credits-are-deducted",children:"Where API Credits Are Deducted"}),"\n",(0,t.jsx)(n.p,{children:"API credits are consumed whenever a document is created through the following actions:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Self Sign API:"})," Credits deducted when a document is created."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Draft Document API:"})," Deducted when drafting a document."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Create Document API:"})," Deducted on document creation."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Draft Template API:"})," Deducted when:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Sending a document if signers are already assigned,"}),"\n",(0,t.jsx)(n.li,{children:"Bulk sending,"}),"\n",(0,t.jsx)(n.li,{children:"Creating documents using public templates (signer fills details and finish)."}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Create Document From Template API:"})," Deducted on document creation."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"in-the-opensign-application",children:"In the OpenSign Application"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Manage Templates \u2192 Bulk Send:"})," Credits are deducted for each document created."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Public Template Signing:"})," Credits are deducted when a document is created during public signing (when the signer enters details and completes the process)."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-sandbox-cloud-account-login",children:"\ud83e\uddea Sandbox Cloud Account Login"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign provides a ",(0,t.jsx)(n.strong,{children:"sandbox testing cloud environment"}),", which is a replica of the production environment. This allows users to test features without affecting live data."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\u2705 Available in ",(0,t.jsx)(n.strong,{children:"all plans"}),", including the ",(0,t.jsx)(n.strong,{children:"free plan"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["\ud83e\uddea Ideal for ",(0,t.jsx)(n.strong,{children:"testing and development"})," purposes."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"436",alt:"login to sandbox",src:"https://github.com/user-attachments/assets/3bc6bacd-9c15-4232-b9d7-6d0fb423cf57"}),"\n",(0,t.jsx)(n.h4,{id:"-how-to-access-the-sandbox-environment",children:"\ud83d\udd10 How to Access the Sandbox Environment"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Go to the ",(0,t.jsx)(n.strong,{children:"Settings"})," menu."]}),"\n",(0,t.jsxs)(n.li,{children:["Click on ",(0,t.jsx)(n.strong,{children:"API Token"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["On the API Token page, click ",(0,t.jsx)(n.strong,{children:"Login to Sandbox"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["You will be automatically logged in to the sandbox environment using your existing account \u2014 ",(0,t.jsx)(n.strong,{children:"no need to enter your username or password"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,t.jsx)(n.strong,{children:"Important Note:"}),(0,t.jsx)(n.br,{}),"\n","Manually entering your username and password will ",(0,t.jsx)(n.strong,{children:"not work"}),' for sandbox login. Always use the "Login to Sandbox" button for access.']}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"buy-the-api-credit",children:"Buy the api credit"}),"\n",(0,t.jsx)(n.p,{children:"User can buy the api credit using this feature\nOn the click of the buy premium credits."}),"\n",(0,t.jsx)(n.h2,{id:"-frequently-asked-questions",children:"\ud83e\udde0 Frequently Asked Questions"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"1. What is the OpenSign Sandbox environment?"}),(0,t.jsx)(n.br,{}),"\n","The Sandbox is a testing environment designed for developers to safely experiment with OpenSign APIs and workflows. It mirrors the live environment but with certain limitations."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"2. Can I upload large documents to the Sandbox?"}),(0,t.jsx)(n.br,{}),"\n","No. Please avoid uploading documents larger than ",(0,t.jsx)(n.strong,{children:"5MB"})," in the Sandbox. It is optimized for lightweight testing only."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"3. Can I use my Live API Token in the Sandbox?"}),(0,t.jsx)(n.br,{}),"\n","No. ",(0,t.jsx)(n.strong,{children:"Live API Tokens do not work"})," in the Sandbox environment. You\u2019ll need to generate a separate token specifically for Sandbox testing."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"4. Why can\u2019t I use a live template in the Sandbox?"}),(0,t.jsx)(n.br,{}),"\n","Live and Sandbox environments are ",(0,t.jsx)(n.strong,{children:"separate"}),". Templates created in the Live environment cannot be used in the Sandbox, and vice versa."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"5. Can I use the API in the free self-hosted environment?"}),(0,t.jsx)(n.br,{}),"\n","No. The ",(0,t.jsx)(n.strong,{children:"free self-hosted version"})," does not support API token generation.",(0,t.jsx)(n.br,{}),"\n","To use OpenSign APIs in a self-hosted setup, you must upgrade to a ",(0,t.jsx)(n.strong,{children:"paid self-hosted plan"}),"."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"6. When are Premium Credits deducted? Which actions use Premium Credits?"})}),"\n",(0,t.jsx)(n.p,{children:"Premium Credits are deducted whenever you use features that require premium access."}),"\n",(0,t.jsx)(n.p,{children:"The following features consume Premium Credits:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"API Signature"})," \u2013 Sending documents for signing via API"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Bulk Send"})," \u2013 Sending documents in bulk to multiple recipients"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Public Template Signing"})," \u2013 Sign documents using a public template."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Kiosk Mode"})," \u2013 Using Kiosk Mode for in-person signing"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Embedded Signing"})," \u2013 Integrating OpenSign into your website or application for signing"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"7. Do regular document sends consume Premium Credits?"})}),"\n",(0,t.jsxs)(n.p,{children:["No. Standard document sending does ",(0,t.jsx)(n.strong,{children:"not"})," consume Premium Credits."]}),"\n",(0,t.jsx)(n.p,{children:"The following actions do not use Premium Credits:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sign Yourself"})," document signing"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Request Signature"})," \u2013 Sending a single document for signature"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Use Template"})," \u2013 Sending a document using a template"]}),"\n",(0,t.jsx)(n.li,{children:"Sharing or copying a document link"}),"\n",(0,t.jsxs)(n.li,{children:["Resending a document from the ",(0,t.jsx)(n.strong,{children:"In Progress"})," section"]}),"\n",(0,t.jsx)(n.li,{children:"Fix and Resend for completed document reports"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"8. 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(x-api-token).","source":"@site/docs/help/Settings/APIToken.md","sourceDirName":"help/Settings","slug":"/help/Settings/APIToken","permalink":"/docs/help/Settings/APIToken","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/APIToken.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"API Token"},"sidebar":"tutorialSidebar","previous":{"title":"My Signature","permalink":"/docs/help/Settings/my-signature"},"next":{"title":"Webhook","permalink":"/docs/help/Settings/Webhook"}}');var i=t(74848),o=t(28453);const r={sidebar_position:2,title:"API Token"},d="\ud83d\udd10 API Authentication \u2013 Setting Up Your x-api-token",l={},a=[{value:"\ud83e\udded Step-by-Step Guide to Generate Your API Token",id:"-step-by-step-guide-to-generate-your-api-token",level:2},{value:"\ud83e\uddea Sandbox API Token",id:"-sandbox-api-token",level:3},{value:"\ud83e\uddea API 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",(0,i.jsx)(n.code,{children:"x-api-token"})]})}),"\n",(0,i.jsxs)(n.p,{children:["To authenticate and use OpenSign API endpoints, you\u2019ll need a valid API token (",(0,i.jsx)(n.code,{children:"x-api-token"}),")."]}),"\n",(0,i.jsx)(n.p,{children:"Follow the steps below to generate one."}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," You can generate both ",(0,i.jsx)(n.strong,{children:"Live"})," and ",(0,i.jsx)(n.strong,{children:"Sandbox"})," API tokens from your OpenSign account."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-step-by-step-guide-to-generate-your-api-token",children:"\ud83e\udded Step-by-Step Guide to Generate Your API Token"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,i.jsx)(n.strong,{children:"Settings"})," section and click on ",(0,i.jsx)(n.strong,{children:"API Token"}),"."]}),"\n",(0,i.jsx)("img",{width:"436",alt:"Navigate-to-Api-token",src:"https://github.com/user-attachments/assets/e0e05a23-f815-4805-a047-f08d3727ad98"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 3:"})," On the API Token page, click the ",(0,i.jsx)(n.strong,{children:"Generate Live API Token"})," button."]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," To generate a ",(0,i.jsx)(n.strong,{children:"Live API Token"}),", 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)("img",{width:"436",alt:"Generate 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Always use the "Login to Sandbox" button for access.']}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h3,{id:"buy-the-api-credit",children:"Buy the api credit"}),"\n",(0,i.jsx)(n.p,{children:"User can buy the api credit using this feature\nOn the click of the buy premium credits the"}),"\n",(0,i.jsx)(n.h2,{id:"-frequently-asked-questions",children:"\ud83e\udde0 Frequently Asked Questions"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"1. What is the OpenSign Sandbox environment?"}),(0,i.jsx)(n.br,{}),"\n","The Sandbox is a testing environment designed for developers to safely experiment with OpenSign APIs and workflows. It mirrors the live environment but with certain limitations."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"2. Can I upload large documents to the Sandbox?"}),(0,i.jsx)(n.br,{}),"\n","No. Please avoid uploading documents larger than ",(0,i.jsx)(n.strong,{children:"5MB"})," in the Sandbox. It is optimized for lightweight testing only."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"3. Can I use my Live API Token in the Sandbox?"}),(0,i.jsx)(n.br,{}),"\n","No. ",(0,i.jsx)(n.strong,{children:"Live API Tokens do not work"})," in the Sandbox environment. You\u2019ll need to generate a separate token specifically for Sandbox testing."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"4. Why can\u2019t I use a live template in the Sandbox?"}),(0,i.jsx)(n.br,{}),"\n","Live and Sandbox environments are ",(0,i.jsx)(n.strong,{children:"separate"}),". Templates created in the Live environment cannot be used in the Sandbox, and vice versa."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"5. Can I use the API in the free self-hosted environment?"}),(0,i.jsx)(n.br,{}),"\n","No. The ",(0,i.jsx)(n.strong,{children:"free self-hosted version"})," does not support API token generation.",(0,i.jsx)(n.br,{}),"\n","To use OpenSign APIs in a self-hosted setup, you must upgrade to a ",(0,i.jsx)(n.strong,{children:"paid self-hosted plan"}),"."]}),"\n",(0,i.jsxs)(n.p,{children:["If you need additional assistance setting up OpenSign APIs, feel free to contact our support team at ",(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,o.R)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(c,{...e})}):c(e)}},28453(e,n,t){t.d(n,{R:()=>r,x:()=>d});var s=t(96540);const i={},o=s.createContext(i);function r(e){const n=s.useContext(o);return s.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:r(e.components),s.createElement(o.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/e9e778b7.4a25641e.js b/assets/js/e9e778b7.4a25641e.js deleted file mode 100644 index e2ef6ac59..000000000 --- a/assets/js/e9e778b7.4a25641e.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[3073],{14680(e,t,n){n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>o,metadata:()=>i,toc:()=>d});const i=JSON.parse('{"id":"help/Templates/use-template","title":"Use template to create documents","description":"Step 1: Begin New Template Creation","source":"@site/docs/help/Templates/use-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/use-template","permalink":"/docs/help/Templates/use-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/use-template.md","tags":[],"version":"current","sidebarPosition":3,"frontMatter":{"sidebar_position":3,"title":"Use template to create documents"},"sidebar":"tutorialSidebar","previous":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"},"next":{"title":"Quickly Send the Document for Signature Using Template","permalink":"/docs/help/Templates/quick-send"}}');var s=n(74848),l=n(28453);const o={sidebar_position:3,title:"Use template to create documents"},r="How to use template to create documents in OpenSign\u2122",a={},d=[{value:"Step 1: Begin New Template Creation",id:"step-1-begin-new-template-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Template Details",id:"step-3-entering-template-details",level:3},{value:"Step 4: Set the sending order",id:"step-4-set-the-sending-order",level:3},{value:"Step 5: Auto reminder (feature only available for the subscribed user)",id:"step-5-auto-reminder-feature-only-available-for-the-subscribed-user",level:3},{value:"Step 6: Proceed to Template Creation Panel",id:"step-6-proceed-to-template-creation-panel",level:3},{value:"Step 7: Template creation",id:"step-7-template-creation",level:3},{value:"Step 8: Save Template",id:"step-8-save-template",level:3},{value:"Step 9:",id:"step-9",level:3},{value:"Step 10: Next:",id:"step-10-next",level:3},{value:"Step 11: Send Mail",id:"step-11-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 12: Email OTP verification",id:"step-12-email-otp-verification",level:3},{value:"Step 13: Finalizing the Process:",id:"step-13-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"how-to-use-template-to-create-documents-in-opensign",children:"How to use template to create documents in OpenSign\u2122"})}),"\n",(0,s.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,s.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[3] Title"})," ",(0,s.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-5-auto-reminder-feature-only-available-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only available for the subscribed user)"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[1] Assign signature widget"}),": Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,s.jsx)(t.p,{children:"After doing so, a \u201cCreate Document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-9",children:"Step 9:"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"You now have two options to create a document from a template"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"1) Instant Document Creation with 'Yes' Option"}),":"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:'Select the "Yes" option from the popup. This will open the template, enabling you to create a document for a signature request.'}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/d9b80b9e-390f-4382-9b81-8b91ec2efeba"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"2) Create Documents via 'Use Template' in Manage Templates"}),":"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:'Select the "No" option from the popup, and you\'ll be redirected to the Manage Templates form. To use a template, click the "+ USE" button next to the desired template. This will open the template and allow you to create a document for a signature request. displaying all the widgets that were set up during template creation.'}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e33f63b4-5b1a-430d-9fae-44a6ea316ba2"}),"\n",(0,s.jsx)(t.p,{children:"You can view all the widgets configured during template creation and also add, remove, or adjust them as needed. Before sending the document for signatures, it's essential to assign signers to each role."}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Option1"}),": To assign a signer, simply double-click on any widget corresponding to that role. A popup will appear, allowing you to either select an existing signer or add a new one."]}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Option2"}),": Every widget includes an option to assign a signer. Clicking the second option on the widget allows you to assign the signer, either by selecting from existing signers in the dropdown or by adding a new signer."]}),"\n",(0,s.jsx)(t.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Next"}),': Once the signers are assigned to all the roles, click the "Next" button. The document will then be created.']}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,s.jsx)(t.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.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)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(t.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,s.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,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)(t.h3,{id:"step-13-finalizing-the-process",children:"Step 13: Finalizing the Process:"}),"\n",(0,s.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(t.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(t.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:t}={...(0,l.R)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}},28453(e,t,n){n.d(t,{R:()=>o,x:()=>r});var i=n(96540);const s={},l=i.createContext(s);function o(e){const t=i.useContext(l);return i.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function r(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:o(e.components),i.createElement(l.Provider,{value:t},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/e9e778b7.b2fc1997.js b/assets/js/e9e778b7.b2fc1997.js new file mode 100644 index 000000000..f4824c096 --- /dev/null +++ b/assets/js/e9e778b7.b2fc1997.js @@ -0,0 +1 @@ +"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[3073],{14680(e,t,n){n.r(t),n.d(t,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>o,metadata:()=>i,toc:()=>d});const i=JSON.parse('{"id":"help/Templates/use-template","title":"Use template to create documents","description":"Step 1: Begin New Template Creation","source":"@site/docs/help/Templates/use-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/use-template","permalink":"/docs/help/Templates/use-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/use-template.md","tags":[],"version":"current","sidebarPosition":3,"frontMatter":{"sidebar_position":3,"title":"Use template to create documents"},"sidebar":"tutorialSidebar","previous":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"},"next":{"title":"Bulk Document Send for Signature Using Template","permalink":"/docs/help/Templates/quick-send"}}');var s=n(74848),l=n(28453);const o={sidebar_position:3,title:"Use template to create documents"},r="How to use template to create documents in OpenSign\u2122",a={},d=[{value:"Step 1: Begin New Template Creation",id:"step-1-begin-new-template-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Template Details",id:"step-3-entering-template-details",level:3},{value:"Step 4: Set the sending order",id:"step-4-set-the-sending-order",level:3},{value:"Step 5: Auto reminder (feature only available for the subscribed user)",id:"step-5-auto-reminder-feature-only-available-for-the-subscribed-user",level:3},{value:"Step 6: Proceed to Template Creation Panel",id:"step-6-proceed-to-template-creation-panel",level:3},{value:"Step 7: Template creation",id:"step-7-template-creation",level:3},{value:"Step 8: Save Template",id:"step-8-save-template",level:3},{value:"Step 9:",id:"step-9",level:3},{value:"Step 10: Next:",id:"step-10-next",level:3},{value:"Step 11: Send Mail",id:"step-11-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 12: Email OTP verification",id:"step-12-email-otp-verification",level:3},{value:"Step 13: Finalizing the Process:",id:"step-13-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const t={a:"a",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"how-to-use-template-to-create-documents-in-opensign",children:"How to use template to create documents in OpenSign\u2122"})}),"\n",(0,s.jsx)(t.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc"}),"\n",(0,s.jsx)(t.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[3] Title"})," ",(0,s.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-5-auto-reminder-feature-only-available-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only available for the subscribed user)"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"[2] Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[1] Assign signature widget"}),": Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(t.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:\nStamps, Initials, Name, Date, Text, Checkbox, and more."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,s.jsx)(t.p,{children:"After doing so, a \u201cCreate Document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-9",children:"Step 9:"}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"You now have two options to create a document from a template"}),":"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"1) Instant Document Creation with 'Yes' Option"}),":"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:'Select the "Yes" option from the popup. This will open the template, enabling you to create a document for a signature request.'}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/d9b80b9e-390f-4382-9b81-8b91ec2efeba"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"2) Create Documents via 'Use Template' in Manage Templates"}),":"]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:'Select the "No" option from the popup, and you\'ll be redirected to the Manage Templates form. To use a template, click the "+ USE" button next to the desired template. This will open the template and allow you to create a document for a signature request. displaying all the widgets that were set up during template creation.'}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e33f63b4-5b1a-430d-9fae-44a6ea316ba2"}),"\n",(0,s.jsx)(t.p,{children:"You can view all the widgets configured during template creation and also add, remove, or adjust them as needed. Before sending the document for signatures, it's essential to assign signers to each role."}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Option1"}),": To assign a signer, simply double-click on any widget corresponding to that role. A popup will appear, allowing you to either select an existing signer or add a new one."]}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Option2"}),": Every widget includes an option to assign a signer. Clicking the second option on the widget allows you to assign the signer, either by selecting from existing signers in the dropdown or by adding a new signer."]}),"\n",(0,s.jsx)(t.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Next"}),': Once the signers are assigned to all the roles, click the "Next" button. The document will then be created.']}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,s.jsx)(t.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.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)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(t.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,s.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,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)(t.h3,{id:"step-13-finalizing-the-process",children:"Step 13: Finalizing the Process:"}),"\n",(0,s.jsx)(t.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(t.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(t.li,{children:["\n",(0,s.jsx)(t.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(t.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(t.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on 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e={5354:0,1869:0};t.f.j=(a,c)=>{var f=t.o(e,a)?e[a]:void 0;if(0!==f)if(f)c.push(f[2]);else if(/^(1869|5354)$/.test(a))e[a]=0;else{var b=new Promise((c,b)=>f=e[a]=[c,b]);c.push(f[2]=b);var d=t.p+t.u(a),r=new Error;t.l(d,c=>{if(t.o(e,a)&&(0!==(f=e[a])&&(e[a]=void 0),f)){var b=c&&("load"===c.type?"missing":c.type),d=c&&c.target&&c.target.src;r.message="Loading chunk "+a+" failed.\n("+b+": "+d+")",r.name="ChunkLoadError",r.type=b,r.request=d,f[1](r)}},"chunk-"+a,a)}},t.O.j=a=>0===e[a];var a=(a,c)=>{var f,b,[d,r,o]=c,l=0;if(d.some(a=>0!==e[a])){for(f in r)t.o(r,f)&&(t.m[f]=r[f]);if(o)var n=o(t)}for(a&&a(c);l Archive | OpenSign™ - + diff --git a/blog/authors/index.html b/blog/authors/index.html index 77f1b0441..6ad9701e5 100644 --- a/blog/authors/index.html +++ b/blog/authors/index.html @@ -5,7 +5,7 @@ Authors | OpenSign™ - + diff --git a/blog/first-blog-post/index.html b/blog/first-blog-post/index.html index 9e3576556..bd2747c70 100644 --- a/blog/first-blog-post/index.html +++ 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 e20d2799c..e125fc552 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 4e1659bd7..400cf393d 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 e9c50dc9c..eb32c04a8 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 3a267bc42..c269f93cc 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 f559a2397..7d700b250 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 20e8f5d26..8f0390d2c 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 12450957b..dadb01cdd 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 91e4f2de4..b42baf133 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 1380f16eb..d6337e803 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 fc142bc9f..390922ca1 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 59132ba19..2fe9ee956 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 d557df78d..cb55a49da 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 4aaddbf06..3b7ec23bd 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 f27f02397..69c2c3eb7 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 f6c8332af..c346bd607 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 4ee3edd86..68d418ce9 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 3a050f6a0..70e50eb47 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 f9a248127..d1916445a 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 1fce83bb1..4185c1bf7 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 c1a8e6750..f74ba98f4 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 c2f5dde5e..8ecb55c9c 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 e9ee43f09..669ba9338 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 5d46225e8..148b026d9 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 e547e155d..38652a3af 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 a5ba5dcfa..2593b0087 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 182cada96..5d4962bb9 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 fa8e06ca3..8badcfcda 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 3101346b1..347b84e55 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 d670f0ec1..91b7500d7 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 2ab41a598..8ba2266aa 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 99fdebac3..3106683ce 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 042e59497..fcc722944 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 cf3bf32eb..1aa85207b 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 5889070c5..32eda909e 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 6d806657d..ccd5abb84 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 6ef0c676a..f823d6130 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 be7ab6135..0cc932703 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 0a3cdab3d..53169973f 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 7569337e7..f371931e3 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 76961c5da..d04d0207c 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 74651f065..9bc2aa486 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 f5390dde4..5b74d3540 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 ca8990446..e6ee63d93 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 5de7b5643..5c550e28f 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 9de5ed479..1bd790665 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 e33624b5b..1d9bc529a 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 dc0b8dae8..2edb7001c 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 a7c014e8b..9dfe4d447 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 ad45cf8a3..2458740c9 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 c5b9bd123..de288df46 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 16b1f7d38..11993194b 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 b9f92e5e1..2074e0191 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 03bae5d8c..934156698 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 6bbda6ec6..ced77b8a8 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 cd7815f86..918562343 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 2968f4a5e..10c544d9a 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 b05c55b13..5aa8e37a1 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 7df0ef406..7f60f657c 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 197ae06d1..9954dda64 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 399e2076c..941bcefff 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 b6901c110..51890fb97 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 1bbbba000..32592d3f6 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 711c94e89..7cd3b9410 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 fda2fe218..4c885297b 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 2e50cd478..d5ab14bfe 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 f6b7f9c8e..5cd8b0969 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 223a0aa8b..a5d0eaea3 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 9bfd35cd4..ca31b4793 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 f0efbf374..f728067fb 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 5a6963e1a..a8ce01194 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 aa47de2b5..43ffd15a5 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 05bb3975a..7f11cf47c 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 e2bbb9e5a..aff40335f 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 c15fa1836..4570d99d2 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 fdc9c9659..7eac4a68d 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 30c3497de..267a54f31 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 3ff339adf..63355dee6 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 978583d37..07bf6caf5 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 bff92b43f..befc2d8ad 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 7b6b90da2..15db486d7 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 f360f5fa7..885a771be 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 85e106097..165671d02 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 dd8e8e0c1..0ad8e7be9 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 b88af4d3f..8d2bf6932 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 eefa0690e..d567efb36 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 3bc0aae15..7edfb1466 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 c632ee898..5f3c27c5a 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 9618cd9b1..8c9f8454a 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,13 +5,13 @@ 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/category/user-menu/index.html b/docs/category/user-menu/index.html index 97b7855b5..623effdae 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 df4d07d33..ca73c56ba 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 56e9f47ea..dd8b6ede5 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 f3e259db3..dc231de94 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 f20eebe98..e1d91e272 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 438f36fbc..a195cae41 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/Credit-Deductions/index.html b/docs/help/FAQs/Credit-Deductions/index.html index 7fd9708ff..3bf8cf059 100644 --- a/docs/help/FAQs/Credit-Deductions/index.html +++ b/docs/help/FAQs/Credit-Deductions/index.html @@ -5,7 +5,7 @@ Credit-Deductions | 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 ddd91d74b..54464a2d4 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 184f3a7e7..a3e7ac694 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 b53965752..70deb56bb 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 ac5362bea..a7d8933ba 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 31ba76a0e..c837088bc 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 c706edcd7..38c6bdd18 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 0f3563da1..9712e5805 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 d481d818a..710674553 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 14ede37d2..adbfd9d29 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 6efef7486..190c6da4f 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 519863186..4ff8a0833 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 2e62b73d9..1d55f1f26 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 e6ff283ab..aabbe915f 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 fc68b3887..a587549e2 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 85bfdf057..66b16d044 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 7209d00f7..bbe95b108 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 63861b735..a1935dbe2 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 62600408c..e5553a436 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 8371ee82f..94732ac30 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 113f1cac5..143cf2b4b 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 ff3181dd1..ba720d3db 100644 --- a/docs/help/Settings/APIToken/index.html +++ b/docs/help/Settings/APIToken/index.html @@ -5,7 +5,7 @@ API Token | OpenSign™ - + @@ -94,7 +94,7 @@

Buy the api credit​

User can buy the api credit using this feature -On the click of the buy premium credits the

+On the click of the buy premium credits.

🧠 Frequently Asked Questions​

1. What is the OpenSign Sandbox environment?
The Sandbox is a testing environment designed for developers to safely experiment with OpenSign APIs and workflows. It mirrors the live environment but with certain limitations.

@@ -107,6 +107,37 @@ On the click of the buy premium credits the

5. Can I use the API in the free self-hosted environment?
No. The free self-hosted version does not support API token generation.
To use OpenSign APIs in a self-hosted setup, you must upgrade to a paid self-hosted plan.

+

6. When are Premium Credits deducted? Which actions use Premium Credits?

+

Premium Credits are deducted whenever you use features that require premium access.

+

The following features consume Premium Credits:

+
    +
  • API Signature – Sending documents for signing via API
    • +
  • Bulk Send – Sending documents in bulk to multiple recipients
    • +
  • Public Template Signing – Sign documents using a public template.
    • +
  • Kiosk Mode – Using Kiosk Mode for in-person signing
    • +
  • Embedded Signing – Integrating OpenSign into your website or application for signing
    • +
+
+

7. Do regular document sends consume Premium Credits?

+

No. Standard document sending does not consume Premium Credits.

+

The following actions do not use Premium Credits:

+
    +
  1. Sign Yourself document signing
    2. +
  2. Request Signature – Sending a single document for signature
    3. +
  3. Use Template – Sending a document using a template
    4. +
  4. Sharing or copying a document link
    5. +
  5. Resending a document from the In Progress section
    6. +
  6. Fix and Resend for completed document reports
    7. +
+
+

8. How can I track my Premium Credit usage?

+

You can monitor your Premium Credit usage from:

+

Account Settings → API Token page

+

On this page, you can view:

+
    +
  • Available Premium Credits
    • +
  • Your credit usage details
    • +

If you need additional assistance setting up OpenSign APIs, feel free to contact our support team at support@opensignlabs.com.

\ No newline at end of file diff --git a/docs/help/Settings/Custom-email-templates/index.html b/docs/help/Settings/Custom-email-templates/index.html index e22466aed..05245d4c8 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 2c740e762..48780d5fd 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 f89ec67ab..8757a74d9 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 78c607daf..359448a8e 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 a35b45313..532c31851 100644 --- a/docs/help/Settings/Webhook/index.html +++ b/docs/help/Settings/Webhook/index.html @@ -5,7 +5,7 @@ Webhook | OpenSign™ - + diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index 78d1e7a8f..b282ebbea 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 5740d7e4f..980563471 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 791ff94c7..60d6cd7cd 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 e257c55a6..476601e3e 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,14 +5,14 @@ Create Templates | OpenSign™ - + -

Create Templates

Getting Started​

+

Create Templates

Getting Started​

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

How to Create a Template in OpenSign™

Step 1:​

diff --git a/docs/help/Templates/embed-template/index.html b/docs/help/Templates/embed-template/index.html index a840c45ef..8e883581d 100644 --- a/docs/help/Templates/embed-template/index.html +++ b/docs/help/Templates/embed-template/index.html @@ -5,14 +5,14 @@ Embedding OpenSign templates | OpenSign™ - + -

What is OpenSign Template Embedding?

+

What is OpenSign Template Embedding?

OpenSign Template Embedding allows users to seamlessly integrate public document templates into their websites or applications. By embedding templates, you can provide a direct and interactive signing experience for your users without requiring them to leave your platform. This feature supports various technologies like React, Next.js, HTML, JavaScript, and Angular, making it easy to add signing capabilities to different web projects. With OpenSign Template Embedding, businesses can offer a streamlined and professional document signing process, enhancing user experience and workflow efficiency.

How to set up a Public profile, Design templates, and Embed a template?​

diff --git a/docs/help/Templates/manage-templates/index.html b/docs/help/Templates/manage-templates/index.html index e9298ae39..ce7d6a4c4 100644 --- a/docs/help/Templates/manage-templates/index.html +++ b/docs/help/Templates/manage-templates/index.html @@ -5,14 +5,14 @@ Manage Templates | OpenSign™ - + -

Manage Templates

Viewing and Managing Templates​

+

Manage Templates

Viewing and Managing Templates​

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.

Manage Template

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

@@ -20,6 +20,7 @@

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.

Bulk send: This feature streamlines processing by allowing you to create and send multiple documents at once using a selected template. You can add multiple signers and generate all documents with a single click.

+

Note: The API credit is deducted when the document is sent using the Bulk Send feature. Each document consumes 1 API credit.

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.

@@ -57,12 +58,14 @@ This feature is available exclusively on Teams and Enterprise plans.

Embed: The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site. Click "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.

Embed +

Note: The Premium api credit is deducted when the document is signed.

Copy template id: This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public.

Copy public URL: This generates a public link for the template, allowing external users to access it without logging into OpenSign. Click "Copy Public URL" to generate the link, then share it as needed.

+

Note: The Premium api credit is deducted when the document is signed.

Kiosk Mode: Kiosk Mode offers a simplified and secure environment for signers to complete documents on a shared or public device. It's ideal for use cases like front-desk sign-ins, in-office document execution, or on-site registrations where multiple individuals need to sign documents one after another.

-

When you click the Kiosk Mode option along with a selected template, the document opens in a dedicated signing interface. Signers can then complete their portions sequentially on the same screen and device, ensuring a smooth and efficient signing flow without requiring individual logins. -Note: This feature is available exclusively on Teams and Enterprise plans.

+

When you click the Kiosk Mode option along with a selected template, the document opens in a dedicated signing interface. Signers can then complete their portions sequentially on the same screen and device, ensuring a smooth and efficient signing flow without requiring individual logins.

+

Note: This feature is available exclusively on Teams and Enterprise plans.

Duplicate: When you need to create a copy of an existing template, use the Duplicate option. This feature allows you to quickly generate an exact replica of the selected template, making it easy to reuse and modify without affecting the original.

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. diff --git a/docs/help/Templates/publicTemplate/index.html b/docs/help/Templates/publicTemplate/index.html index 5466cd4d4..e1cbe57a6 100644 --- a/docs/help/Templates/publicTemplate/index.html +++ b/docs/help/Templates/publicTemplate/index.html @@ -5,14 +5,14 @@ Setting up an OpenSign template for public signing | OpenSign™ - + -

What is the OpenSign Public profile?

+

What is the OpenSign Public profile?

The OpenSign Public profile feature offers the ultimate public document signing solution without any need for integrations. With this feature, users can share document templates publicly, allowing anyone to access and sign the documents directly through the shared templates. This streamlines the signing process by providing a seamless, accessible way for public signers to complete documents without additional steps or integrations.

How to setup Public profile, Design templates, and Enable public signing?​

Step 1: Set up your Public profile (Username & Tagline)​

@@ -120,6 +120,6 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more.
  • This feature is available on all paid plans.

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

    -

    Happy signing with OpenSign™!write

    +

    Happy signing with OpenSign™!write

    \ 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 3ebc240ef..a03152e48 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -3,18 +3,18 @@ -Quickly Send the Document for Signature Using Template | OpenSign™ +Bulk Document Send for Signature Using Template | OpenSign™ - + -

    Quickly Send the Document for Signature Using Template

    Overview​

    +

    Bulk Document Send for Signature Using Template

    Overview​

    Bulk Send allows you to send a document to multiple recipients at once using a template. You can prefill document data, signer details, and import information using a CSV file to automate large-scale document sending.

    -

    How to use the OpenSign Quick Send feature to send a document for signature using a template

    +

    How to Use the OpenSign Bulk Document Send Feature to Send Documents for Signature Using a Template

    Step 1: Begin New Template Creation​

    • Navigate to New template form: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.
      • @@ -91,11 +91,11 @@ You can also configure additional settings such as Send in Order, Allowed Modifi
    • Entered values are automatically embedded into the document
    • Both Required and Optional Prefill fields are supported
    -Bulk send panel +Bulk send panel

    Import Data Using CSV​

    You can upload a CSV file to automatically populate Prefill fields and signer details.

    -bulk import from csv +bulk import from csv

    Steps to Import CSV​

    1. Click Download sample file
      2. @@ -166,12 +166,13 @@ You can also configure additional settings such as Send in Order, Allowed Modifi

      Option-1|Option-2

      Bulk Send Limits​

      -

      OpenSign allows sending up to 50 documents per Bulk Send.

      +

      OpenSign allows sending up to 1000 documents per Bulk Send.

      The number depends on signer roles:

        -
      • 1 Role in template → 50 documents (This depends on the number of signers included in the Bulk Send request.)
        • -
      • 2 Roles in template → 48 documents
        • +
      • 1 Role in template → 1000 documents (This depends on the number of signers included in the Bulk Send request.)
        • +
      • 2 Roles in template → 500 documents
      • More roles reduce total documents accordingly
        • +
      • Each document consumes 1 API credit. If you create 200 documents, then 200 premium credits will be deducted.(Premium credits)

      Sending Documents via Bulk Send​

      @@ -184,7 +185,7 @@ You can also configure additional settings such as Send in Order, Allowed Modifi

      Step 4: Bulk Send from Manage Templates​

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

      -Manage Template +Manage Template

      How to Send the Document:

      • diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 002487fab..1da59e0fb 100644 --- a/docs/help/Templates/use-template/index.html +++ b/docs/help/Templates/use-template/index.html @@ -5,14 +5,14 @@ Use template to create documents | OpenSign™ - + -

        How to use template to create documents in OpenSign™

        +

        How to use template to create documents in OpenSign™

        Step 1: Begin New Template Creation​

        • Navigate to New template form: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.
          • @@ -146,6 +146,6 @@ Stamps, Initials, Name, Date, Text, Checkbox, and more.
        • Signed documents can be accessed in the designated 'Root' folder or the one you have specified.

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

        -

        Happy signing with OpenSign™!

        +

        Happy signing with OpenSign™!

        \ No newline at end of file diff --git a/docs/help/User Menu/Console/analystics/index.html b/docs/help/User Menu/Console/analystics/index.html index 7cfc9fd38..f4c110ce8 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 4db07814a..d37e2443a 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 65ec10139..a3e75fe0e 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 da398d8d6..c14de023e 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 fa61064cc..32bcbd5a8 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 830f068f4..90ed21910 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 67415610d..5e714ed8d 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 f4c4046c4..3b0846907 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 6d4d4cd57..96d19b334 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 a97c8daaf..8c03f7a2e 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 0bd57cb51..ae865ccc7 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 8efb15c35..0548874e8 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 7068e38bf..fb3577867 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 973130b12..6f74ff7ba 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 7eeab0c54..848de3c14 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 75cd280d6..3986bca4a 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 e85112bcb..5e8b79889 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 59e2ee576..9529d5265 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 e2b926f48..713c37785 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 5fd8103b1..5a0f22b02 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 500bdb8a0..44f379c05 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 a798c1fe9..2380fdefc 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 452e37039..fce8dc350 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +