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+"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 ",(0,t.jsx)(n.strong,{children:"Create Document"})," popup will appear with the message:"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.em,{children:'"What would you like to do with the template you just created?"'})}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"You will see the following options:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Use Template"}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Bulk Send"})}),"\n",(0,t.jsx)(n.li,{children:"Embed"}),"\n",(0,t.jsx)(n.li,{children:"Copy Public URL"}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["Click ",(0,t.jsx)(n.strong,{children:"Bulk Send"})," to open the Bulk Send panel and start sending documents in bulk."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"prefill-widgets-in-bulk-send",children:"Prefill Widgets in Bulk Send"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign supports ",(0,t.jsx)(n.strong,{children:"Prefill Widgets"})," in Bulk Send."]}),"\n",(0,t.jsx)(n.p,{children:"When a template contains Prefill Widgets:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Prefill fields appear in the ",(0,t.jsx)(n.strong,{children:"Bulk Send panel"})]}),"\n",(0,t.jsx)(n.li,{children:"Users can enter values before sending"}),"\n",(0,t.jsx)(n.li,{children:"Entered values are automatically embedded into the document"}),"\n",(0,t.jsxs)(n.li,{children:["Both ",(0,t.jsx)(n.strong,{children:"Required"})," and ",(0,t.jsx)(n.strong,{children:"Optional"})," Prefill fields are supported"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"828",alt:"Bulk send panel",src:"https://github.com/user-attachments/assets/91b908c8-3c24-4afc-9bd9-6b29cb778891"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"import-data-using-csv",children:"Import Data Using CSV"}),"\n",(0,t.jsx)(n.p,{children:"You can upload a CSV file to automatically populate Prefill fields and signer details."}),"\n",(0,t.jsx)("img",{width:"828",alt:"bulk import from 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/1f7895dc.d50a429c.js b/assets/js/1f7895dc.d50a429c.js
deleted file mode 100644
index cfc94aef0..000000000
--- a/assets/js/1f7895dc.d50a429c.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 l=i(74848),t=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 Signature Widget",id:"add-signature-widget",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,t.R)(),...e.components};return(0,l.jsxs)(l.Fragment,{children:[(0,l.jsx)(n.h2,{id:"overview",children:"Overview"}),"\n",(0,l.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,l.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,l.jsx)(n.h3,{id:"step-1-begin-new-template-creation",children:"Step 1: Begin New Template Creation"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.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,l.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9a21705c-84ff-44c1-81a5-bc4e5cae3c7a"}),"\n",(0,l.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.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,l.jsxs)(n.li,{children:[(0,l.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,l.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"[3] Title"})," ",(0,l.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.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,l.jsx)(n.h3,{id:"proceed-to-template-editor",children:"Proceed to Template Editor"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.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,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,l.jsx)(n.h2,{id:"step-2-add-roles-and-widgets",children:"Step 2: Add Roles and Widgets"}),"\n",(0,l.jsx)(n.h3,{id:"add-prefill-widgets",children:"Add Prefill Widgets"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Select the ",(0,l.jsx)(n.strong,{children:"Prefill role"})," from the right-side panel."]}),"\n",(0,l.jsx)(n.li,{children:"Drag and drop Prefill widgets onto the document."}),"\n"]}),"\n",(0,l.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/e9d07206-254d-48b6-9ea5-19f3ca1ce080"}),"\n",(0,l.jsx)(n.h4,{id:"add-signature-widget",children:"Add Signature Widget"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Select the role \u2192 Click ",(0,l.jsx)(n.strong,{children:"Signature Widget"})," \u2192 Place it where the signature is required."]}),"\n",(0,l.jsx)(n.li,{children:"You can add multiple signature widgets for each role."}),"\n"]}),"\n",(0,l.jsx)(n.p,{children:"After placing the Signature widget, the following options are available:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Add/Change Signer"}),": Change the assigned signer or add a new signer."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Copy Signature"}),":","\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"All pages"})," \u2013 Copies to all pages"]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"All pages but last"})," \u2013 Copies to all pages except the last"]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"All pages but first"})," \u2013 Copies to all pages except the first"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h3,{id:"add-other-widgets",children:"Add Other Widgets"}),"\n",(0,l.jsx)(n.p,{children:"You can also add additional widgets such as:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Stamp"}),"\n",(0,l.jsx)(n.li,{children:"Initials"}),"\n",(0,l.jsx)(n.li,{children:"Name"}),"\n",(0,l.jsx)(n.li,{children:"Date"}),"\n",(0,l.jsx)(n.li,{children:"Text"}),"\n",(0,l.jsx)(n.li,{children:"Checkbox"}),"\n",(0,l.jsx)(n.li,{children:"Dropdown"}),"\n",(0,l.jsx)(n.li,{children:"And more"}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"step-3-save-template",children:"Step 3: Save Template"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Click ",(0,l.jsx)(n.strong,{children:"Next"})," after placing and configuring all widgets to save the template."]}),"\n"]}),"\n",(0,l.jsxs)(n.p,{children:["After saving, a ",(0,l.jsx)(n.strong,{children:"Create Document"})," popup will appear with the message:"]}),"\n",(0,l.jsxs)(n.blockquote,{children:["\n",(0,l.jsx)(n.p,{children:(0,l.jsx)(n.em,{children:'"What would you like to do with the template you just created?"'})}),"\n"]}),"\n",(0,l.jsx)(n.p,{children:"You will see the following options:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Use Template"}),"\n",(0,l.jsx)(n.li,{children:(0,l.jsx)(n.strong,{children:"Bulk Send"})}),"\n",(0,l.jsx)(n.li,{children:"Embed"}),"\n",(0,l.jsx)(n.li,{children:"Copy Public URL"}),"\n"]}),"\n",(0,l.jsxs)(n.p,{children:["Click ",(0,l.jsx)(n.strong,{children:"Bulk Send"})," to open the Bulk Send panel and start sending documents in bulk."]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"prefill-widgets-in-bulk-send",children:"Prefill Widgets in Bulk Send"}),"\n",(0,l.jsxs)(n.p,{children:["OpenSign supports ",(0,l.jsx)(n.strong,{children:"Prefill Widgets"})," in Bulk Send."]}),"\n",(0,l.jsx)(n.p,{children:"When a template contains Prefill Widgets:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Prefill fields appear in the ",(0,l.jsx)(n.strong,{children:"Bulk Send panel"})]}),"\n",(0,l.jsx)(n.li,{children:"Users can enter values before sending"}),"\n",(0,l.jsx)(n.li,{children:"Entered values are automatically embedded into the document"}),"\n",(0,l.jsxs)(n.li,{children:["Both ",(0,l.jsx)(n.strong,{children:"Required"})," and ",(0,l.jsx)(n.strong,{children:"Optional"})," Prefill fields are supported"]}),"\n"]}),"\n",(0,l.jsx)("img",{width:"828",alt:"Bulk send panel",src:"https://github.com/user-attachments/assets/91b908c8-3c24-4afc-9bd9-6b29cb778891"}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"import-data-using-csv",children:"Import Data Using CSV"}),"\n",(0,l.jsx)(n.p,{children:"You can upload a CSV file to automatically populate Prefill fields and signer details."}),"\n",(0,l.jsx)("img",{width:"828",alt:"bulk import from csv",src:"https://github.com/user-attachments/assets/448a7a94-8685-47cc-86a7-dbd47e67c8f6"}),"\n",(0,l.jsx)(n.h3,{id:"steps-to-import-csv",children:"Steps to Import CSV"}),"\n",(0,l.jsxs)(n.ol,{children:["\n",(0,l.jsxs)(n.li,{children:["Click ",(0,l.jsx)(n.strong,{children:"Download sample file"})]}),"\n",(0,l.jsx)(n.li,{children:"Add your data to the sample CSV"}),"\n",(0,l.jsx)(n.li,{children:"Upload the CSV file in Bulk Send"}),"\n",(0,l.jsxs)(n.li,{children:["Click ",(0,l.jsx)(n.strong,{children:"Send"})]}),"\n"]}),"\n",(0,l.jsx)(n.p,{children:(0,l.jsx)(n.strong,{children:"Important:"})}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Do ",(0,l.jsx)(n.strong,{children:"not change column names"})," in the CSV file"]}),"\n",(0,l.jsx)(n.li,{children:(0,l.jsx)(n.strong,{children:"CSV import is NOT available in Free Self-Host version"})}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"date-format-rules-csv-only",children:"Date Format Rules (CSV Only)"}),"\n",(0,l.jsxs)(n.p,{children:["For ",(0,l.jsx)(n.strong,{children:"Date-type Prefill fields in CSV"}),", you must use:\n",(0,l.jsx)(n.strong,{children:"Format:"})," ",(0,l.jsx)(n.code,{children:"DD-MM-YYYY"}),(0,l.jsx)(n.br,{}),"\n",(0,l.jsx)(n.strong,{children:"Example:"})," ",(0,l.jsx)(n.code,{children:"28-01-2026"})]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.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,l.jsx)(n.code,{children:"DD-MM-YYYY"}),"."]}),"\n",(0,l.jsx)(n.li,{children:"After import, the date automatically converts to the widget\u2019s selected format"}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"checkbox-widget--multiple-selection-csv",children:"Checkbox Widget \u2013 Multiple Selection (CSV)"}),"\n",(0,l.jsx)(n.p,{children:"Checkbox widgets support multiple values in CSV."}),"\n",(0,l.jsxs)(n.p,{children:["Use the ",(0,l.jsxs)(n.strong,{children:["pipe separator ",(0,l.jsx)(n.code,{children:"|"})]})," between options."]}),"\n",(0,l.jsxs)(n.h2,{id:"example-option-1option-2",children:[(0,l.jsx)(n.strong,{children:"Example:"})," Option-1|Option-2"]}),"\n",(0,l.jsx)(n.h2,{id:"unsupported-prefill-imports",children:"Unsupported Prefill Imports"}),"\n",(0,l.jsxs)(n.p,{children:["The following widget values ",(0,l.jsx)(n.strong,{children:"cannot be imported via CSV"}),":"]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Image widgets"}),"\n",(0,l.jsx)(n.li,{children:"Draw widgets"}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"signer-widgets-in-bulk-send",children:"Signer Widgets in Bulk Send"}),"\n",(0,l.jsxs)(n.p,{children:["Bulk Send also supports ",(0,l.jsx)(n.strong,{children:"Signer Widgets"}),"."]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["Signer widgets appear with ",(0,l.jsx)(n.strong,{children:"Signer Role + Widget Name"})]}),"\n",(0,l.jsx)(n.li,{children:"You can prefill signer details before sending"}),"\n",(0,l.jsxs)(n.li,{children:["When signer receives the document:","\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Prefilled values 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Widgets"}),"\n",(0,l.jsx)(n.h3,{id:"date-format-same-rule",children:"Date Format (Same Rule)"}),"\n",(0,l.jsx)(n.p,{children:"Use:"}),"\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.code,{children:"DD-MM-YYYY"})," (Example: ",(0,l.jsx)(n.code,{children:"28-01-2026"}),")"]}),"\n",(0,l.jsx)(n.h3,{id:"checkbox-multiple-selection",children:"Checkbox Multiple Selection"}),"\n",(0,l.jsx)(n.p,{children:"Use:"}),"\n",(0,l.jsx)(n.p,{children:(0,l.jsx)(n.code,{children:"Option-1|Option-2"})}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"bulk-send-limits",children:"Bulk Send Limits"}),"\n",(0,l.jsxs)(n.p,{children:["OpenSign allows sending up to ",(0,l.jsx)(n.strong,{children:"50 documents per Bulk Send"}),"."]}),"\n",(0,l.jsx)(n.p,{children:"The number depends on signer roles:"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"1 Role in template \u2192 50 documents"})," (This depends on the number of signers included in the Bulk Send 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diff --git a/assets/js/runtime~main.78fb3bf7.js b/assets/js/runtime~main.c9251488.js
similarity index 99%
rename from assets/js/runtime~main.78fb3bf7.js
rename to assets/js/runtime~main.c9251488.js
index 7f951b32c..f409c9c4b 100644
--- a/assets/js/runtime~main.78fb3bf7.js
+++ b/assets/js/runtime~main.c9251488.js
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Get your account details | OpenSign™
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OpenSign API v1.1 | OpenSign™
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Overview | OpenSign™
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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
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OpenSign API v1.1 | OpenSign™
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diff --git a/docs/API-docs/v1.1/publictemplate/index.html b/docs/API-docs/v1.1/publictemplate/index.html
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@@ -5,7 +5,7 @@
Public Template | OpenSign™
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diff --git a/docs/API-docs/v1.1/resendrequestmail/index.html b/docs/API-docs/v1.1/resendrequestmail/index.html
index 9ad282c4b..024995e69 100644
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@@ -5,7 +5,7 @@
Resend request mail | OpenSign™
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diff --git a/docs/API-docs/v1.1/revokedocument/index.html b/docs/API-docs/v1.1/revokedocument/index.html
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--- a/docs/API-docs/v1.1/revokedocument/index.html
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Revoke Document | OpenSign™
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index 8493f26ef..d4c6358fe 100644
--- a/docs/API-docs/v1.1/save-update-webhook/index.html
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@@ -5,7 +5,7 @@
Save or Update Webhook | OpenSign™
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index 674ba6318..eadfb97b2 100644
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@@ -5,7 +5,7 @@
Self Sign | OpenSign™
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index a04cebb7a..b486970e0 100644
--- a/docs/API-docs/v1.1/update-document/index.html
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@@ -5,7 +5,7 @@
Update Document | OpenSign™
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diff --git a/docs/API-docs/v1.1/update-template/index.html b/docs/API-docs/v1.1/update-template/index.html
index 37851f499..f874de3c8 100644
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Update Template | OpenSign™
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diff --git a/docs/API-docs/v1.1/updatefolder/index.html b/docs/API-docs/v1.1/updatefolder/index.html
index b7faf37ae..eaebe720f 100644
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Update Folder | OpenSign™
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diff --git a/docs/API-docs/v1/contactlist/index.html b/docs/API-docs/v1/contactlist/index.html
index 663b75848..eaaf8f5b2 100644
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Get Contact list | OpenSign™
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diff --git a/docs/API-docs/v1/createcontact/index.html b/docs/API-docs/v1/createcontact/index.html
index e464e2e88..00518c5bd 100644
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Create Contact | OpenSign™
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diff --git a/docs/API-docs/v1/createdocument/index.html b/docs/API-docs/v1/createdocument/index.html
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Create Document | OpenSign™
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diff --git a/docs/API-docs/v1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1/createdocumentwithtemplateid/index.html
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Create Document from Template | OpenSign™
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diff --git a/docs/API-docs/v1/createfolder/index.html b/docs/API-docs/v1/createfolder/index.html
index a07a00811..bd38f4fe6 100644
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Create Folder | OpenSign™
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diff --git a/docs/API-docs/v1/createtemplate/index.html b/docs/API-docs/v1/createtemplate/index.html
index 442c82cad..5bd6b72ea 100644
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Create Template | OpenSign™
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diff --git a/docs/API-docs/v1/delete-template/index.html b/docs/API-docs/v1/delete-template/index.html
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Delete Template | OpenSign™
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Delete Webhook | OpenSign™
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index 4b53b4c80..04a52944e 100644
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Delete Contact | OpenSign™
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diff --git a/docs/API-docs/v1/deletedocument/index.html b/docs/API-docs/v1/deletedocument/index.html
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Delete Document | OpenSign™
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diff --git a/docs/API-docs/v1/deletefolder/index.html b/docs/API-docs/v1/deletefolder/index.html
index 04d637b84..0fc37479b 100644
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Delete Folder | OpenSign™
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diff --git a/docs/API-docs/v1/draftdocument/index.html b/docs/API-docs/v1/draftdocument/index.html
index fab7fb969..391b4004f 100644
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Draft Document | OpenSign™
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diff --git a/docs/API-docs/v1/drafttemplate/index.html b/docs/API-docs/v1/drafttemplate/index.html
index 205b947cc..27b6885c3 100644
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Draft Template | OpenSign™
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diff --git a/docs/API-docs/v1/folderlist/index.html b/docs/API-docs/v1/folderlist/index.html
index 2e0c9ab86..aca6c68bf 100644
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Get folder list | OpenSign™
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diff --git a/docs/API-docs/v1/get-template/index.html b/docs/API-docs/v1/get-template/index.html
index 419e7f057..b4be42f38 100644
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Get Template | OpenSign™
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diff --git a/docs/API-docs/v1/get-user/index.html b/docs/API-docs/v1/get-user/index.html
index 25029b2b2..28c807dbe 100644
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Get your account details | OpenSign™
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diff --git a/docs/API-docs/v1/get-webhook/index.html b/docs/API-docs/v1/get-webhook/index.html
index dc8c7fe3b..06c0bfb07 100644
--- a/docs/API-docs/v1/get-webhook/index.html
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Get Webhook | OpenSign™
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diff --git a/docs/API-docs/v1/getcontact/index.html b/docs/API-docs/v1/getcontact/index.html
index 1e47427b0..a08b0daab 100644
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Get Contact | OpenSign™
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diff --git a/docs/API-docs/v1/getdocument/index.html b/docs/API-docs/v1/getdocument/index.html
index af86ec0d3..c294884cd 100644
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Get Document | OpenSign™
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diff --git a/docs/API-docs/v1/getdocumentlist/index.html b/docs/API-docs/v1/getdocumentlist/index.html
index f5f3845f8..05ae648f3 100644
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Get Document list from status | OpenSign™
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diff --git a/docs/API-docs/v1/getfolder/index.html b/docs/API-docs/v1/getfolder/index.html
index 1fcb8f64b..74403c93c 100644
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Get Folder | OpenSign™
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diff --git a/docs/API-docs/v1/gettemplatelist/index.html b/docs/API-docs/v1/gettemplatelist/index.html
index 2c4937240..91a44e1a5 100644
--- a/docs/API-docs/v1/gettemplatelist/index.html
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Get Template list | OpenSign™
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diff --git a/docs/API-docs/v1/index.html b/docs/API-docs/v1/index.html
index 1f01c84e9..58c201d45 100644
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OpenSign API v1 | OpenSign™
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diff --git a/docs/API-docs/v1/intro/index.html b/docs/API-docs/v1/intro/index.html
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Overview | OpenSign™
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--- a/docs/API-docs/v1/opensign-api-v-1/index.html
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OpenSign API v1 | OpenSign™
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diff --git a/docs/API-docs/v1/resendrequestmail/index.html b/docs/API-docs/v1/resendrequestmail/index.html
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Resend request mail | OpenSign™
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diff --git a/docs/API-docs/v1/revokedocument/index.html b/docs/API-docs/v1/revokedocument/index.html
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Revoke Document | OpenSign™
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Save or Update Webhook | OpenSign™
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diff --git a/docs/API-docs/v1/selfsign/index.html b/docs/API-docs/v1/selfsign/index.html
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Self Sign | OpenSign™
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diff --git a/docs/API-docs/v1/update-document/index.html b/docs/API-docs/v1/update-document/index.html
index 66c906cb2..150136617 100644
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Update Document | OpenSign™
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Update Template | OpenSign™
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Update Folder | OpenSign™
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Cloud Storage | OpenSign™
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Console | OpenSign™
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Create New OpenSign Document | OpenSign™
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Docker | OpenSign™
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diff --git a/docs/category/documents/index.html b/docs/category/documents/index.html
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Documents | OpenSign™
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diff --git a/docs/category/faqs/index.html b/docs/category/faqs/index.html
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FAQs | OpenSign™
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Guides | OpenSign™
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Manage Docs using OpenSign™ Drive | OpenSign™
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Settings | OpenSign™
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Templates | OpenSign™
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User Menu | OpenSign™
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Code of conduct | OpenSign™
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Community at OpenSign™ | OpenSign™
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Installation instructions | OpenSign™
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OpenSign™ Reporting Guidelines | OpenSign™
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Contributing to OpenSign | OpenSign™
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Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™
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diff --git a/docs/help/FAQs/Max File Upload Size/index.html b/docs/help/FAQs/Max File Upload Size/index.html
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Max File Upload Size | OpenSign™
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User Deletion | OpenSign™
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diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html
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Why is there no dropdown list when I sign a document myself? | OpenSign™
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Editing Your Document Before Sending | OpenSign™
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Enforce email OTP verification | OpenSign™
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Request signatures | OpenSign™
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index 371aa47b8..de230aadd 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™
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diff --git a/docs/help/New-Document/widgets/index.html b/docs/help/New-Document/widgets/index.html
index 4e1412ada..e7573599b 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™
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diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html
index eb09c7ea9..cf5ab1f64 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™
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+
diff --git a/docs/help/OpenSign™ Drive/list-grid-view/index.html b/docs/help/OpenSign™ Drive/list-grid-view/index.html
index 0ae708490..9ae2fc5c4 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™
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diff --git a/docs/help/OpenSign™ Drive/organize-documents/index.html b/docs/help/OpenSign™ Drive/organize-documents/index.html
index 7e1066e1c..c30b72cc7 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™
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diff --git a/docs/help/OpenSign™ Drive/rename-document/index.html b/docs/help/OpenSign™ Drive/rename-document/index.html
index 9535ae0a2..7748de9fd 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™
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+
diff --git a/docs/help/Reports/completed/index.html b/docs/help/Reports/completed/index.html
index 7560d8ace..ed2ac5727 100644
--- a/docs/help/Reports/completed/index.html
+++ b/docs/help/Reports/completed/index.html
@@ -5,7 +5,7 @@
Completed | OpenSign™
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+
diff --git a/docs/help/Reports/contactbook/index.html b/docs/help/Reports/contactbook/index.html
index f24558ab8..4219cf03c 100644
--- a/docs/help/Reports/contactbook/index.html
+++ b/docs/help/Reports/contactbook/index.html
@@ -5,7 +5,7 @@
Contactbook | OpenSign™
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+
diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html
index 2027226c6..bb0e2c734 100644
--- a/docs/help/Reports/declined/index.html
+++ b/docs/help/Reports/declined/index.html
@@ -5,7 +5,7 @@
Declined | OpenSign™
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+
diff --git a/docs/help/Reports/drafts/index.html b/docs/help/Reports/drafts/index.html
index b6d9b8323..3e249049c 100644
--- a/docs/help/Reports/drafts/index.html
+++ b/docs/help/Reports/drafts/index.html
@@ -5,7 +5,7 @@
Drafts | OpenSign™
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+
diff --git a/docs/help/Reports/expired/index.html b/docs/help/Reports/expired/index.html
index 3739746c6..d7fd63144 100644
--- a/docs/help/Reports/expired/index.html
+++ b/docs/help/Reports/expired/index.html
@@ -5,7 +5,7 @@
Expired | OpenSign™
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+
diff --git a/docs/help/Reports/in-progress/index.html b/docs/help/Reports/in-progress/index.html
index a3cfae5be..3ed7c7125 100644
--- a/docs/help/Reports/in-progress/index.html
+++ b/docs/help/Reports/in-progress/index.html
@@ -5,7 +5,7 @@
In Progress | OpenSign™
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+
diff --git a/docs/help/Reports/need-your-sign/index.html b/docs/help/Reports/need-your-sign/index.html
index 63e26928e..0a41cd6af 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™
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+
diff --git a/docs/help/Settings/APIToken/index.html b/docs/help/Settings/APIToken/index.html
index 612be3b4d..2da602b56 100644
--- a/docs/help/Settings/APIToken/index.html
+++ b/docs/help/Settings/APIToken/index.html
@@ -5,7 +5,7 @@
API Token | OpenSign™
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+
diff --git a/docs/help/Settings/Custom-email-templates/index.html b/docs/help/Settings/Custom-email-templates/index.html
index 937db2fbe..266bd89ea 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™
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+
diff --git a/docs/help/Settings/Preferences/index.html b/docs/help/Settings/Preferences/index.html
index 0e78c8346..a4cd43246 100644
--- a/docs/help/Settings/Preferences/index.html
+++ b/docs/help/Settings/Preferences/index.html
@@ -5,7 +5,7 @@
Preferences | OpenSign™
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diff --git a/docs/help/Settings/SecurityManagement/index.html b/docs/help/Settings/SecurityManagement/index.html
index 3e1112431..29eccc4ac 100644
--- a/docs/help/Settings/SecurityManagement/index.html
+++ b/docs/help/Settings/SecurityManagement/index.html
@@ -5,7 +5,7 @@
Security | OpenSign™
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+
diff --git a/docs/help/Settings/Teams/index.html b/docs/help/Settings/Teams/index.html
index 67797c53f..456609b8c 100644
--- a/docs/help/Settings/Teams/index.html
+++ b/docs/help/Settings/Teams/index.html
@@ -5,7 +5,7 @@
Manage Teams | OpenSign™
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diff --git a/docs/help/Settings/Webhook/index.html b/docs/help/Settings/Webhook/index.html
index 8168d6882..c4c3fda83 100644
--- a/docs/help/Settings/Webhook/index.html
+++ b/docs/help/Settings/Webhook/index.html
@@ -5,7 +5,7 @@
Webhook | OpenSign™
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diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html
index 64598eb1c..daedb5c11 100644
--- a/docs/help/Settings/disabledocumentid/index.html
+++ b/docs/help/Settings/disabledocumentid/index.html
@@ -5,7 +5,7 @@
Disable DocumentId | OpenSign™
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diff --git a/docs/help/Settings/manage-users/index.html b/docs/help/Settings/manage-users/index.html
index 220cb0bff..272d3ab42 100644
--- a/docs/help/Settings/manage-users/index.html
+++ b/docs/help/Settings/manage-users/index.html
@@ -5,7 +5,7 @@
Manage users | OpenSign™
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diff --git a/docs/help/Settings/my-signature/index.html b/docs/help/Settings/my-signature/index.html
index 840853623..ecb8a41a4 100644
--- a/docs/help/Settings/my-signature/index.html
+++ b/docs/help/Settings/my-signature/index.html
@@ -5,7 +5,7 @@
My Signature | OpenSign™
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diff --git a/docs/help/Templates/create-template/index.html b/docs/help/Templates/create-template/index.html
index 8cd71295d..5a0ef7501 100644
--- a/docs/help/Templates/create-template/index.html
+++ b/docs/help/Templates/create-template/index.html
@@ -5,7 +5,7 @@
Create Templates | OpenSign™
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diff --git a/docs/help/Templates/embed-template/index.html b/docs/help/Templates/embed-template/index.html
index 09c4ede62..dc137e861 100644
--- a/docs/help/Templates/embed-template/index.html
+++ b/docs/help/Templates/embed-template/index.html
@@ -5,7 +5,7 @@
Embedding OpenSign templates | OpenSign™
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diff --git a/docs/help/Templates/manage-templates/index.html b/docs/help/Templates/manage-templates/index.html
index 4fa603ff1..624f74142 100644
--- a/docs/help/Templates/manage-templates/index.html
+++ b/docs/help/Templates/manage-templates/index.html
@@ -5,7 +5,7 @@
Manage Templates | OpenSign™
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diff --git a/docs/help/Templates/publicTemplate/index.html b/docs/help/Templates/publicTemplate/index.html
index ea6770243..cfc8a53f5 100644
--- a/docs/help/Templates/publicTemplate/index.html
+++ b/docs/help/Templates/publicTemplate/index.html
@@ -5,7 +5,7 @@
Setting up an OpenSign template for public signing | OpenSign™
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diff --git a/docs/help/Templates/quick-send/index.html b/docs/help/Templates/quick-send/index.html
index 2a48e3c0c..35158eb7e 100644
--- a/docs/help/Templates/quick-send/index.html
+++ b/docs/help/Templates/quick-send/index.html
@@ -5,7 +5,7 @@
Quickly Send the Document for Signature Using Template | OpenSign™
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+
@@ -44,23 +44,12 @@ You can also configure additional settings such as Send in Order, Allowed Modifi