From 96a4a2e7faed0d060075d94f6bcd298bb70b8883 Mon Sep 17 00:00:00 2001 From: prafull-opensignlabs Date: Mon, 1 Apr 2024 17:17:58 +0530 Subject: [PATCH] feat: add help button for Role in template --- .../src/components/pdf/SignerListPlace.js | 53 +++++++++++++++++++ 1 file changed, 53 insertions(+) diff --git a/apps/OpenSign/src/components/pdf/SignerListPlace.js b/apps/OpenSign/src/components/pdf/SignerListPlace.js index 335bc4411..be9965bf4 100644 --- a/apps/OpenSign/src/components/pdf/SignerListPlace.js +++ b/apps/OpenSign/src/components/pdf/SignerListPlace.js @@ -1,6 +1,7 @@ import React from "react"; import { themeColor } from "../../constant/const"; import RecipientList from "./RecipientList"; +import { Tooltip } from "react-tooltip"; function SignerListPlace(props) { return ( @@ -13,6 +14,58 @@ function SignerListPlace(props) { > {props.title ? props.title : "Recipients"} + + {props?.title === "Roles" && ( + <> + + + + + + +
+

What are template roles?

+

+ Begin by specifying each role needed for the completion of + the document. Think about the parties involved in the + signing process and what their responsibilities are. + Common roles include HR for internal documents, Customer + for agreements or Vendor for business agreements.{" "} +

+

+ Why pre-attach users to some roles? +

+

+ For roles that consistently involve the same individual + (e.g., the CEO's signature on employee offer + letters), you can pre-attach a user to a role within the + template. This step is optional but recommended for + efficiency and consistency across documents. +

+

+ When do i specify the user attached to each role? +

+

+ When you create a document from your template, you'll + be prompted to attach users to each defined role. If a + role already has a user attached, this will be pre-filled, + but you can modify it as needed before sending out the + document. +

+
+
+ + )} +