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Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.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,i.jsx)(t.h3,{id:"step-3-entering-template-details",children:"Step 3: Entering Template Details"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[3] Title"})," ",(0,i.jsx)(t.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-4-set-the-sending-order",children:"Step 4: Set the sending order"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"[6] Send in Order"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:(0,i.jsx)(t.strong,{children:"If you choose:"})}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.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,i.jsxs)(t.li,{children:[(0,i.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,i.jsx)(t.h3,{id:"step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user",children:"Step 5: Auto reminder (feature only avilable for the subscribed user)"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.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,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-6-proceed-to-template-creation-panel",children:"Step 6: Proceed to Template Creation Panel"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.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,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-7-template-creation",children:"Step 7: Template creation"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"[1] Define Roles"}),":"]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.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,i.jsxs)(t.li,{children:["\n",(0,i.jsxs)(t.p,{children:[(0,i.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,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.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,i.jsx)(t.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.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,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,i.jsx)(t.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,i.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,i.jsxs)(t.li,{children:[(0,i.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,i.jsx)(t.h3,{id:"step-8-save-template",children:"Step 8: Save Template"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.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,i.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,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"step-9",children:"Step 9:"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"You now have two options to create a document from a template"}),":"]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"1) Instant Document Creation with 'Yes' Option"}),":"]}),"\n"]}),"\n",(0,i.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,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/d9b80b9e-390f-4382-9b81-8b91ec2efeba"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"2) Create Documents via 'Use Template' in Manage Templates"}),":"]}),"\n"]}),"\n",(0,i.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,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e33f63b4-5b1a-430d-9fae-44a6ea316ba2"}),"\n",(0,i.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,i.jsxs)(t.p,{children:[(0,i.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,i.jsxs)(t.p,{children:[(0,i.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,i.jsx)(t.h3,{id:"step-10-next",children:"Step 10: Next:"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.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,i.jsx)(t.h3,{id:"step-11-send-mail",children:"Step 11: Send Mail"}),"\n",(0,i.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,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.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,i.jsxs)(t.li,{children:["\n",(0,i.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,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,i.jsx)(t.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,i.jsx)(t.h3,{id:"step-12-email-otp-verification",children:"Step 12: Email OTP verification"}),"\n",(0,i.jsx)(t.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. 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b/blog/index.html @@ -5,7 +5,7 @@ Blog | OpenSign™ - + diff --git a/blog/long-blog-post/index.html b/blog/long-blog-post/index.html index 364d8b1b0..330528e6a 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 1f1842590..a88807f99 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 b062c0aa5..64b6e94f5 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 0c831aed5..ad94e10a8 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 e192a5acf..900ee0a13 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 20348a5a5..60d42b93d 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 efb3441f5..7bf853cce 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 8b8021abb..e2d782618 100644 --- a/blog/welcome/index.html +++ b/blog/welcome/index.html @@ -5,7 +5,7 @@ Welcome | OpenSign™ - + diff --git a/docs/API-docs/contactlist/index.html b/docs/API-docs/contactlist/index.html index 0b76f491b..bc287c16b 100644 --- a/docs/API-docs/contactlist/index.html +++ b/docs/API-docs/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/createcontact/index.html b/docs/API-docs/createcontact/index.html index 413e4584c..9d499f8bb 100644 --- a/docs/API-docs/createcontact/index.html +++ b/docs/API-docs/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/createdocument/index.html b/docs/API-docs/createdocument/index.html index 4a1fa366b..a9ae379d8 100644 --- a/docs/API-docs/createdocument/index.html +++ b/docs/API-docs/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/createdocumentwithtemplateid/index.html b/docs/API-docs/createdocumentwithtemplateid/index.html index 1be7291e2..501186a4a 100644 --- a/docs/API-docs/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/createfolder/index.html b/docs/API-docs/createfolder/index.html index ae0e15817..e41f568b1 100644 --- a/docs/API-docs/createfolder/index.html +++ b/docs/API-docs/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/createtemplate/index.html b/docs/API-docs/createtemplate/index.html index 0db8dce75..c879ac6ba 100644 --- a/docs/API-docs/createtemplate/index.html +++ b/docs/API-docs/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/delete-template/index.html b/docs/API-docs/delete-template/index.html index cdb51738b..bbb81f677 100644 --- a/docs/API-docs/delete-template/index.html +++ b/docs/API-docs/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/delete-webhook/index.html b/docs/API-docs/delete-webhook/index.html index 1725642cf..5abca3593 100644 --- a/docs/API-docs/delete-webhook/index.html +++ b/docs/API-docs/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/deletecontact/index.html b/docs/API-docs/deletecontact/index.html index 4e197730f..ee2fac8b5 100644 --- a/docs/API-docs/deletecontact/index.html +++ b/docs/API-docs/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/deletedocument/index.html b/docs/API-docs/deletedocument/index.html index 9e633f389..f084e5953 100644 --- a/docs/API-docs/deletedocument/index.html +++ b/docs/API-docs/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/deletefolder/index.html b/docs/API-docs/deletefolder/index.html index 39c288088..5224c67f5 100644 --- a/docs/API-docs/deletefolder/index.html +++ b/docs/API-docs/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/draftedocument/index.html b/docs/API-docs/draftedocument/index.html index d70019048..0b1cc3bfb 100644 --- a/docs/API-docs/draftedocument/index.html +++ b/docs/API-docs/draftedocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/folderlist/index.html b/docs/API-docs/folderlist/index.html index d61335cbe..56c3e5fca 100644 --- a/docs/API-docs/folderlist/index.html +++ b/docs/API-docs/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/get-template/index.html b/docs/API-docs/get-template/index.html index 2c09af4da..fc8fb421e 100644 --- a/docs/API-docs/get-template/index.html +++ b/docs/API-docs/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/get-user/index.html b/docs/API-docs/get-user/index.html index 448f1da05..2f0f1d6dc 100644 --- a/docs/API-docs/get-user/index.html +++ b/docs/API-docs/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/get-webhook/index.html b/docs/API-docs/get-webhook/index.html index 05b5de8eb..1de778cbf 100644 --- a/docs/API-docs/get-webhook/index.html +++ b/docs/API-docs/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/getcontact/index.html b/docs/API-docs/getcontact/index.html index c6b41ab4c..65d3ae7ba 100644 --- a/docs/API-docs/getcontact/index.html +++ b/docs/API-docs/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/getdocument/index.html b/docs/API-docs/getdocument/index.html index a7ececae4..706eee974 100644 --- a/docs/API-docs/getdocument/index.html +++ b/docs/API-docs/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/getdocumentlist/index.html b/docs/API-docs/getdocumentlist/index.html index ec9d4a576..2d00f4ab6 100644 --- a/docs/API-docs/getdocumentlist/index.html +++ b/docs/API-docs/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/getfolder/index.html b/docs/API-docs/getfolder/index.html index cb49de8f6..045e19f9f 100644 --- a/docs/API-docs/getfolder/index.html +++ b/docs/API-docs/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/gettemplatelist/index.html b/docs/API-docs/gettemplatelist/index.html index c83bb2b19..b3d54342f 100644 --- a/docs/API-docs/gettemplatelist/index.html +++ b/docs/API-docs/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/intro/index.html b/docs/API-docs/intro/index.html index d1764baef..3c39183d5 100644 --- a/docs/API-docs/intro/index.html +++ b/docs/API-docs/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/opensign-api-v-1/index.html b/docs/API-docs/opensign-api-v-1/index.html index e229bbc9c..b0b10ca58 100644 --- a/docs/API-docs/opensign-api-v-1/index.html +++ b/docs/API-docs/opensign-api-v-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/resendrequestmail/index.html b/docs/API-docs/resendrequestmail/index.html index 29a259dd7..db02971f0 100644 --- a/docs/API-docs/resendrequestmail/index.html +++ b/docs/API-docs/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/save-update-webhook/index.html b/docs/API-docs/save-update-webhook/index.html index 31667f080..716c5bd18 100644 --- a/docs/API-docs/save-update-webhook/index.html +++ b/docs/API-docs/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/update-document/index.html b/docs/API-docs/update-document/index.html index a189fc6b3..a586f9d67 100644 --- a/docs/API-docs/update-document/index.html +++ b/docs/API-docs/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/update-template/index.html b/docs/API-docs/update-template/index.html index 4bf0971bc..51a217815 100644 --- a/docs/API-docs/update-template/index.html +++ b/docs/API-docs/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/updatefolder/index.html b/docs/API-docs/updatefolder/index.html index 729524d2b..8f7f92da0 100644 --- a/docs/API-docs/updatefolder/index.html +++ b/docs/API-docs/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/category/cloud-storage/index.html b/docs/category/cloud-storage/index.html index 8f01b5eb9..ae7e09132 100644 --- a/docs/category/cloud-storage/index.html +++ b/docs/category/cloud-storage/index.html @@ -5,7 +5,7 @@ Cloud Storage | OpenSign™ - + diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html index cc344a483..df381d1b4 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 15e2d7e2b..9c2dd698a 100644 --- a/docs/category/docker/index.html +++ b/docs/category/docker/index.html @@ -5,7 +5,7 @@ Docker | OpenSign™ - + diff --git a/docs/category/faqs/index.html b/docs/category/faqs/index.html index 7e4259c7f..e4f1100b4 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 999111258..c999f7f2e 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 bfd2bd5b8..0adc95f00 100644 --- a/docs/category/manage-docs-using-opensign-drive/index.html +++ b/docs/category/manage-docs-using-opensign-drive/index.html @@ -5,7 +5,7 @@ Manage Docs using OpenSign™ Drive | OpenSign™ - + diff --git a/docs/category/reports/index.html b/docs/category/reports/index.html index 9f9b2dc34..5f2d0a128 100644 --- a/docs/category/reports/index.html +++ b/docs/category/reports/index.html @@ -5,7 +5,7 @@ Reports | OpenSign™ - + diff --git a/docs/category/settings/index.html b/docs/category/settings/index.html index 1d963d20d..6a623d0ef 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 ebc652770..a9a891818 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,10 +5,10 @@ Templates | OpenSign™ - + - + \ No newline at end of file diff --git a/docs/contribute/CODE_OF_CONDUCT/index.html b/docs/contribute/CODE_OF_CONDUCT/index.html index 797c00161..4211a8b21 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 d2defc851..8952b836f 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 57e899c73..46a63d749 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 12a45ebac..31e8094a1 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 6b41c409a..0df7d796f 100644 --- a/docs/contribute/intro/index.html +++ b/docs/contribute/intro/index.html @@ -5,7 +5,7 @@ Contributing to OpenSign | OpenSign™ - + diff --git a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html index 199e38c90..4ef726171 100644 --- a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html +++ b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html @@ -5,7 +5,7 @@ Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™ - + diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html index 91631e675..cf071ca1c 100644 --- a/docs/help/FAQs/index.html +++ b/docs/help/FAQs/index.html @@ -5,7 +5,7 @@ Why is there no dropdown list when I sign a document myself? | OpenSign™ - + diff --git a/docs/help/New-Document/navigate-between-pages/index.html b/docs/help/New-Document/navigate-between-pages/index.html index a5334a6f7..9a5552d88 100644 --- a/docs/help/New-Document/navigate-between-pages/index.html +++ b/docs/help/New-Document/navigate-between-pages/index.html @@ -5,7 +5,7 @@ Navigate between pages of a document | OpenSign™ - + diff --git a/docs/help/New-Document/request-signatures/index.html b/docs/help/New-Document/request-signatures/index.html index c657159d7..b4c33aa6f 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 bc6bc6f71..f7b87376b 100644 --- a/docs/help/New-Document/sign-yourself/index.html +++ b/docs/help/New-Document/sign-yourself/index.html @@ -5,7 +5,7 @@ Sign your-self | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html index 405e2d2e4..2a830b1c9 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 c0ab4d84a..208a10858 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 4719d69e7..3ba1599c6 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 e15a18dc5..2b14d8491 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 444e7b8cb..df38f8446 100644 --- a/docs/help/Reports/completed/index.html +++ b/docs/help/Reports/completed/index.html @@ -5,7 +5,7 @@ Completed | OpenSign™ - + diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html index 87ab29345..0fdf4b5eb 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 3163a5f21..13908ea9c 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 0a59cef86..52e2a1bca 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 0310b1a5c..a9f5b412e 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 fa52a4dc6..f34b55a3a 100644 --- a/docs/help/Reports/need-your-sign/index.html +++ b/docs/help/Reports/need-your-sign/index.html @@ -5,7 +5,7 @@ Need your sign | OpenSign™ - + diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index bdb0daeea..07dffb558 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 90b2a4e1e..bedc9e335 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 b438abb7c..90e977f55 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 840e24237..4505fd893 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,7 +5,7 @@ Create Templates | OpenSign™ - + diff --git a/docs/help/Templates/quick-send/index.html b/docs/help/Templates/quick-send/index.html index 4652ba7da..c9e7d9ccb 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -5,7 +5,7 @@ Quickly Send template to a signer | OpenSign™ - + diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 0c48fb9eb..903ab5612 100644 --- a/docs/help/Templates/use-template/index.html +++ b/docs/help/Templates/use-template/index.html @@ -3,17 +3,146 @@ -Use template to create documents | OpenSign™ +Use template to create documents | OpenSign™ - + -

Organize Documents using OpenSign™ Drive

-

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

-

Getting Started

-

try OpenSign on cloud at OpenSignLabs.

-

Or

-

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

+

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.
  • +
+Create Template +

Step 2: Uploading Your Document

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

Step 3: Entering Template Details

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

Step 4: Set the sending order

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

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

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

Step 6: Proceed to Template Creation Panel

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

Step 7: Template creation

+Create Template +
    +
  • +

    [1] Define Roles:

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

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

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

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

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

Step 8: Save Template

+

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

+

After doing so, a “Create Document” popup will appear, prompting you with the question: “Do you want to create a document using the template you just created?” You’ll have the option to choose either “Yes” or “No.”

+
    +
  • If you select "Yes": It will create a document using the template you just created.
  • +
  • If you select "No": You will be redirected to the Manage templates form.
  • +
+

Step 9:

+

You now have two options to create a document from a template:

+
    +
  • 1) Instant Document Creation with 'Yes' Option:
  • +
+

Select the "Yes" option from the popup. This will open the template, enabling you to create a document for a signature request.

+request signatures +
    +
  • 2) Create Documents via 'Use Template' in Manage Templates:
  • +
+

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.

+request signatures +

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.

+

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.

+

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.

+

Step 10: Next:

+
    +
  • Next: Once the signers are assigned to all the roles, click the "Next" button. The document will then be created.
  • +
+

Step 11: Send Mail

+

After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document.

+
    +
  • +

    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.

    +
  • +
  • +

    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.

    +
  • +
  • +

    Copy Link: You can copy the link to sign the document.

    +
  • +
  • +

    Share: Use this option to share the document via email, WhatsApp and other Windows apps

    +
  • +
+request signatures +

Signers Signing Process

+

Step 12: Email OTP verification

+

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’s email address. Enter the received OTP into the verification textbox and click the 'Verify' button.

+
OpenSign send OTP
+
OpenSign verify otp
+

Step 13: Finalizing the Process:

+

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.

+

After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,.

+
    +
  • +

    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.

    +
  • +
  • +

    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.

    +
  • +
+OpenSignFinalStep +

Additional Information

+
    +
  • All fields marked with an asterisk (*) must be completed before the document can be submitted.
  • +
  • Ensure that the document format is supported by OpenSign before uploading.
  • +
  • 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™!

\ No newline at end of file diff --git a/docs/help/intro/index.html b/docs/help/intro/index.html index ec4910c07..11efd79da 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 4b2dda66d..43c00d7ee 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 5d65f4465..2bdf0d144 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 f6ce6c14a..379d82769 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 6172de05d..f201323b7 100644 --- a/docs/self-host/docker/run-locally/index.html +++ b/docs/self-host/docker/run-locally/index.html @@ -5,7 +5,7 @@ Self-host OpenSign™ with Docker on Linux/MacOS/Windows | OpenSign™ - + diff --git a/docs/self-host/guides/env-variables/index.html b/docs/self-host/guides/env-variables/index.html index 20f438780..2fe259deb 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 b8395d44c..4b9fc8c58 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 68625f833..a93298e44 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 fc90f67e2..7e7d871cd 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 7bafef05d..bac96409c 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 721afba7c..5aa5fdbbf 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +