From 780645081bae1fd6b42d80bfa2f6cc9b10855c1b Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 15 May 2026 14:05:47 +0530 Subject: [PATCH 1/4] Update request-signatures.md with new features Expanded details on signing options, BCC/CC settings, auto reminders, security settings, and modifications during signing. --- .../help/New-Document/request-signatures.md | 33 +++++++++++++++---- 1 file changed, 26 insertions(+), 7 deletions(-) diff --git a/docs/docs/help/New-Document/request-signatures.md b/docs/docs/help/New-Document/request-signatures.md index df6554a58..60318bfca 100644 --- a/docs/docs/help/New-Document/request-signatures.md +++ b/docs/docs/help/New-Document/request-signatures.md @@ -39,47 +39,66 @@ The OpenSign™ Request signatures interface is designed to streamline the proce - **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. + - **Enforce strict order**: When this feature is enabled, signers must sign the document strictly in the predefined order. A signer assigned to the second position cannot sign the document until the first signer has completed their signing process. + If a subsequent signer attempts to sign the document before the previous signer has signed, an error message will be displayed, and the document signing process cannot be completed. + + Enforce strict order ### Setting the Time Frame - **[8] Time To Complete (Days)** *(Required)*: Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing. -### Setting BCC +### Setting BCC and CC - **[9] BCC**: The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses. You can add multiple contacts in the BCC field to notify several recipients. You can either: Click "Add New" to enter a new email contact, or Select from existing contacts using the dropdown list. +- **[10] CC**: The CC (Carbon Copy) feature allows users to receive document completion emails at specified email addresses. +You can add multiple contacts in the CC field to notify several recipients. +You can either: +Click "Add New" to enter a new email contact, or +Select from existing contacts using the dropdown list. ### Auto reminder -- **[10]** Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days. +- **[11]** 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)**: You can specify the reminder interval in days (e.g., every 1 or every 2 days). Note: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded. This feature only available for the paid users. ### Security Setting -- **[11] Enable OTP Verification** : +- **[12] Enable OTP Verification** : - If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. - If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process. Note: This feature is available exclusively on paid plans. +- **[13] Allow offline signing** : +Choose whether signers can submit a copy of this document signed using an external tool for owner review. + - **Yes**: Signers will see a “Sign Offline” option, allowing them to upload an externally signed PDF and submit it to the document owner for approval. + - On Approval: Once the owner approves the submission, the signer’s signing process will be marked as completed. After the document is approved by the owner, a notification email will be sent to the signer confirming that the document has been approved and their signing process is complete. At the same time, a request signature email will be triggered and sent to the next signer in the signing order. + - On Declined: If the document is incorrectly filled out or improperly formatted, the owner can decline it and add comments. The signer can then use the same signing link that was initially shared to them to either re-upload a corrected offline file or continue the process using OpenSign’s online signing interface. + + - **No**: Signers can only sign within the app. The Sign Offline option will be hidden. + +This setting defaults to your account preference under Preferences and is available on paid plans. + ### Enable tour: -- **[12]** If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers. +- **[14]** If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers. ### Notify on signatures: -- **[13]** If set to "Yes," the document owner will receive an email notification each signer completes their signature. +- **[15]** If set to "Yes," the document owner will receive an email notification each signer completes their signature. Note: This feature is available exclusively on paid plans. ### allow modifications: -- **[14]** If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells. +- **[16]** If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells. If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email. Note: This feature is available exclusively on paid plans. ### Redirect url: -- **[15]** After signing the document and upon its completion, the signer will be redirected to the specified URL. +- **[17]** After signing the document and upon its completion, the signer will be redirected to the specified URL. ### Step 2: Proceed to Document Creation Panel - **Next**: Once all the necessary fields are filled, click this button to proceed to create the document for signing. From 2ddc47ddfd458258a80af815b1c0068ac3195fd8 Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 15 May 2026 18:08:52 +0530 Subject: [PATCH 2/4] Update request-signatures.md update the content on the request signature page --- .../help/New-Document/request-signatures.md | 47 +++++++++++++------ 1 file changed, 33 insertions(+), 14 deletions(-) diff --git a/docs/docs/help/New-Document/request-signatures.md b/docs/docs/help/New-Document/request-signatures.md index 60318bfca..430413338 100644 --- a/docs/docs/help/New-Document/request-signatures.md +++ b/docs/docs/help/New-Document/request-signatures.md @@ -14,8 +14,8 @@ The OpenSign™ Request signatures interface is designed to streamline the proce ### Step 1: Begin New Document Creation - **Navigate to Request Signatures form**: Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures. - -request signatures +- +requets signature ### Uploading Your Document @@ -33,6 +33,9 @@ The OpenSign™ Request signatures interface is designed to streamline the proce - **[6] Folder**: Select a folder where you want the document to be stored, or leave it to default to the 'Root' folder. You can browse your documents in a beautiful explorer view by navigating to "OpenSign™ Drive". ### Set the sending order + +request signature2 + - **[7] Send in Order** **If you choose:** @@ -45,36 +48,41 @@ Select the option that best suits the needs of your document processing. Enforce strict order ### Setting the Time Frame -- **[8] Time To Complete (Days)** *(Required)*: Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing. +- **Time To Complete (Days)** *(Required)*: **[8]** Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing. ### Setting BCC and CC -- **[9] BCC**: The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses. +- **BCC**: **[9]** The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses. You can add multiple contacts in the BCC field to notify several recipients. You can either: Click "Add New" to enter a new email contact, or Select from existing contacts using the dropdown list. -- **[10] CC**: The CC (Carbon Copy) feature allows users to receive document completion emails at specified email addresses. +- **CC**: **[10]** The CC (Carbon Copy) feature allows users to receive document completion emails at specified email addresses. You can add multiple contacts in the CC field to notify several recipients. You can either: Click "Add New" to enter a new email contact, or Select from existing contacts using the dropdown list. +**Merge Certificate to PDF** [11]: + - **Yes**: This will ensure that the completion certificate is included in the final PDF document. However, please note that once merged, the certificate cannot be separated from the main document. + - **No**: If you choose not to merge, the completion certificate will be provided as a separate PDF file along with the signed document. +This feature only available for the paid users. + ### Auto reminder -- **[11]** Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days. +- **[12]** 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)**: You can specify the reminder interval in days (e.g., every 1 or every 2 days). Note: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded. This feature only available for the paid users. ### Security Setting -- **[12] Enable OTP Verification** : +- **Enable OTP Verification** [13] : - If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. - If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process. Note: This feature is available exclusively on paid plans. -- **[13] Allow offline signing** : -Choose whether signers can submit a copy of this document signed using an external tool for owner review. +- **Allow offline signing** : +**[14]** Choose whether signers can submit a copy of this document signed using an external tool for owner review. - **Yes**: Signers will see a “Sign Offline” option, allowing them to upload an externally signed PDF and submit it to the document owner for approval. - On Approval: Once the owner approves the submission, the signer’s signing process will be marked as completed. After the document is approved by the owner, a notification email will be sent to the signer confirming that the document has been approved and their signing process is complete. At the same time, a request signature email will be triggered and sent to the next signer in the signing order. - On Declined: If the document is incorrectly filled out or improperly formatted, the owner can decline it and add comments. The signer can then use the same signing link that was initially shared to them to either re-upload a corrected offline file or continue the process using OpenSign’s online signing interface. @@ -84,21 +92,24 @@ Choose whether signers can submit a copy of this document signed using an extern This setting defaults to your account preference under Preferences and is available on paid plans. ### Enable tour: -- **[14]** If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers. +- **[15]** If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers. ### Notify on signatures: -- **[15]** If set to "Yes," the document owner will receive an email notification each signer completes their signature. +- **[16]** If set to "Yes," the document owner will receive an email notification each signer completes their signature. Note: This feature is available exclusively on paid plans. ### allow modifications: -- **[16]** If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells. +- **[17]** If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells. If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email. Note: This feature is available exclusively on paid plans. ### Redirect url: -- **[17]** After signing the document and upon its completion, the signer will be redirected to the specified URL. +- **[18]** After signing the document and upon its completion, the signer will be redirected to the specified URL. + +### Pen colors: +- **[19]** Choose the pen color for signing the document. The selected color will be available during the signing process. OpenSign currently supports red, blue, and black pen colors. ### Step 2: Proceed to Document Creation Panel - **Next**: Once all the necessary fields are filled, click this button to proceed to create the document for signing. @@ -143,11 +154,19 @@ The **Prefill Widgets** feature lets document creators prefill specific fields b ### Add Widgets for Signers -request signatures +create document - **[1] Add signature widget**: Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required. Use the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required. +Optionally, you can assign a role to each signer, such as: + +**Signer**: If the role is selected as Signer, the signer must fill in all required fields while signing the document before they can complete the signing process. + +**Viewer**: If the role is selected as Viewer, widgets cannot be assigned to that user. The Viewer role only allows the user to view the document. + +**Approver**: If the role is selected as Approver, it works similarly to the Signer role. However, the main difference is that the Approver role does not require a signature widget. The approver can approve the document even if no widgets are assigned. + 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. From 9db552a72cce593cf135b205556d6b30ba870491 Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 15 May 2026 18:43:20 +0530 Subject: [PATCH 3/4] Update create-template.md update the image and content as per new features in create template. --- docs/docs/help/Templates/create-template.md | 70 +++++++++++++++++---- 1 file changed, 59 insertions(+), 11 deletions(-) diff --git a/docs/docs/help/Templates/create-template.md b/docs/docs/help/Templates/create-template.md index 11d3d6498..8f09d84c2 100644 --- a/docs/docs/help/Templates/create-template.md +++ b/docs/docs/help/Templates/create-template.md @@ -14,7 +14,7 @@ Creating a template in OpenSign is straightforward and can significantly enhance - **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 +Create Template ### Uploading Your Document @@ -27,13 +27,20 @@ Creating a template in OpenSign is straightforward and can significantly enhance - **[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. -### Set the sending order +### Document flow setting - **[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. + +- **Enforce strict order**: When this feature is enabled, signers must sign the document strictly in the predefined order. A signer assigned to the second position cannot sign the document until the first signer has completed their signing process. + If a subsequent signer attempts to sign the document before the previous signer has signed, an error message will be displayed, and the document signing process cannot be completed. + ### Auto reminder (feature only available for subscribed users) + +create template2 + - **[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. @@ -42,39 +49,64 @@ Select the option that best suits the needs of your document processing. ### Time to complete (days) - **[8]** You can specify the number of days within which the document must be signed. For example, if you set the expiration period to 15 days, the created document will remain available for signing for 15 days from the date of creation. After this period, the document will expire, and the signer will no longer be able to sign it. -### BCC -- **[9]** The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses. +### Setting BCC and CC +- **BCC**: **[9]** The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses. You can add multiple contacts in the BCC field to notify several recipients. You can either: Click "Add New" to enter a new email contact, or Select from existing contacts using the dropdown list. +- **CC**: **[10]** The CC (Carbon Copy) feature allows users to receive document completion emails at specified email addresses. +You can add multiple contacts in the CC field to notify several recipients. +You can either: +Click "Add New" to enter a new email contact, or +Select from existing contacts using the dropdown list. + +**Merge Certificate to PDF** **[11]**: + - **Yes**: This will ensure that the completion certificate is included in the final PDF document. However, please note that once merged, the certificate cannot be separated from the main document. + - **No**: If you choose not to merge, the completion certificate will be provided as a separate PDF file along with the signed document. +This feature only available for the paid users. + ### Security Setting -- **[10] Enable OTP Verification** : +- **[12] Enable OTP Verification** : If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process. Note: This feature is available exclusively on paid plans. +- **Allow offline signing** : + +**[13]** Choose whether signers can submit a copy of this document signed using an external tool for owner review. + - **Yes**: Signers will see a “Sign Offline” option, allowing them to upload an externally signed PDF and submit it to the document owner for approval. + - On Approval: Once the owner approves the submission, the signer’s signing process will be marked as completed. After the document is approved by the owner, a notification email will be sent to the signer confirming that the document has been approved and their signing process is complete. At the same time, a request signature email will be triggered and sent to the next signer in the signing order. + - On Declined: If the document is incorrectly filled out or improperly formatted, the owner can decline it and add comments. The signer can then use the same signing link that was initially shared to them to either re-upload a corrected offline file or continue the process using OpenSign’s online signing interface. + + - **No**: Signers can only sign within the app. The Sign Offline option will be hidden. + +This setting defaults to your account preference under Preferences and is available on paid plans. + ### Enable tour: -- **[11]** If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers. +- **[14]** If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers. ### Notify on signatures: -- **[12]** If set to "Yes," the document owner will receive an email notification each signer completes their signature. +- **[15]** If set to "Yes," the document owner will receive an email notification each signer completes their signature. Note: This feature is available exclusively on paid plans. ### Allow modifications: -- **[13]** If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells. +- **[16]** If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells. If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email. Note: This feature is available exclusively on paid plans. ### Redirect url: -- **[14]** After signing the document and upon its completion, the signer will be redirected to the specified URL. - +- **[17]** After signing the document and upon its completion, the signer will be redirected to the specified URL. + +### Pen colors: +- **[18]** Choose the pen color for signing the document. The selected color will be available during the signing process. OpenSign currently supports red, blue, and black pen colors. + ### Proceed to Template Creation Panel - **Next**: Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template. - **Cancel**: If you need to start over or make changes, click Cancel button to clear the form. @@ -114,7 +146,7 @@ The **Prefill Widgets** feature lets document creators prefill specific fields b ### [1] Define roles and assign widgets: -Create Template +Create Template **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. **Assign Widgets to Roles**: Click on each role to highlight it, then drag and drop the widget to assign it to that role. @@ -124,6 +156,22 @@ Select the Role from the right side panel, click on the signature widget, and po 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. + +Optionally, you can assign a role to each signer, such as: + +**Signer**: If the role is selected as Signer, the signer must fill in all required fields while signing the document before they can complete the signing process. + +**Viewer**: If the role is selected as Viewer, widgets cannot be assigned to that user. The Viewer role only allows the user to view the document. + +**Approver**: If the role is selected as Approver, it works similarly to the Signer role. However, the main difference is that the Approver role does not require a signature widget. The approver can approve the document even if no widgets are assigned. + + 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. + - **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. From ff0f6a879dfb9b7824296d9d2c03d3ce0fd667fa Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 15 May 2026 19:12:12 +0530 Subject: [PATCH 4/4] Update Preferences.md update the preferences page for allow offline signing. --- docs/docs/help/Settings/Preferences.md | 12 ++++++++++++ 1 file changed, 12 insertions(+) diff --git a/docs/docs/help/Settings/Preferences.md b/docs/docs/help/Settings/Preferences.md index 4c9dae68e..b0e20391b 100644 --- a/docs/docs/help/Settings/Preferences.md +++ b/docs/docs/help/Settings/Preferences.md @@ -100,6 +100,18 @@ Decide whether the document should be signed **sequentially** or **simultaneousl > Users can change this option while creating the document or a template. +--- + +## Allow offline signing +Choose whether signers can submit a copy of this document signed using an external tool for owner review. + - **Yes**: Signers will see a “Sign Offline” option, allowing them to upload an externally signed PDF and submit it to the document owner for approval. + - On Approval: Once the owner approves the submission, the signer’s signing process will be marked as completed. After the document is approved by the owner, a notification email will be sent to the signer confirming that the document has been approved and their signing process is complete. At the same time, a request signature email will be triggered and sent to the next signer in the signing order. + - On Declined: If the document is incorrectly filled out or improperly formatted, the owner can decline it and add comments. The signer can then use the same signing link that was initially shared to them to either re-upload a corrected offline file or continue the process using OpenSign’s online signing interface. + + - **No**: Signers can only sign within the app. The Sign Offline option will be hidden. + +This feature is only available on paid plans. + --- ## ✉️ Use profile name as sender