Create publicTemplate.md

help document for public template
2026-08-25 09:02:33 +02:00 · 2024-10-23 17:04:02 +05:30
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+---
+sidebar_position: 4
+title: Setting up an OpenSign Template for public signing
+---
+
+# How to setup Public profile, Design templates, and enable public signing?
+
+## Step 1: 
+### Set up your Public profile (Username & Tagline)
+
+- **Navigate to your profile**: On the top right, click your profile icon, select "Edit Profile," and enter a public username (e.g., "OpenSignPublicProfile").
+- **Add a tagline**(Optional): Enter a custom tagline (e.g., "Seal the deal openly") and save the changes.
+  
+<img width="828" alt="Set up Public Profile" src="https://github.com/user-attachments/assets/6c9cbd4b-eb1a-4a5b-bb0a-21777621555c" />
+
+## Step 2: 
+### Create a New Template
+
+- **Navigate to Templates**: On the left sidebar, click "Templates" and select "Create template."
+  
+<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/95ee5c26-4284-46aa-9de7-3f492ad34feb" />
+
+### Upload Your Document: On the "New Template" page:
+
+- **[1] Choose File**: Select the document to upload (supported formats: PDF, PNG, JPG, JPEG, DOCX).
+- **[2] Choose File from Dropbox**: Click the dropbox icon to select the document file from your dropbox account.
+### Enter Template Details
+- **[3] Title** *(Required)*: Provide a title for your template.
+- **[4] Description**: Optionally add a description to give context or instructions regarding the template. 
+- **[5] Note**: Add additional notes or instructions.
+- **[6] Send in Order**: Choose "Yes" or "No" for sending in a specific order.
+- **[7] Auto reminder**: Set up automatic email reminders for signers. 
+- **[8] Enable OTP verification** : Choose "Yes" or "No" for requiring email verification via OTP.
+- **[9] Enable tour**: Select "Yes" or "No" for enabling the tour feature.
+  
+### 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.
+
+# Step 3: 
+### Template creation 
+
+<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/36a269fb-179b-462e-abc0-f436ec195a4a" />
+
+- **[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.
+
+    **Note**: Make sure the public role is positioned at the top if 'Send in Order' is set to Yes; otherwise, you will be prompted to make the template public.
+    
+- **[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.
+  - **[2] Add other widgets**: Depending on your needs, you can include additional widgets such as:
+Stamps, Initials, Name, Date, Text, Checkbox, and more.
+
+**Important**: Before proceeding, ensure that all roles have assigned signers, except for the public role, since we are making this template public.
+### 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.”
+
+Choose "No" you will be redirected to the Manage templates.
+
+## Step 4: 
+### Managing and making template public
+
+<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/4fd68285-d489-4998-bcf1-1cf40eada723" />
+
+On the Manage Templates page, you'll see a list of templates you've created or have access to. This list provides details such as the template title, file, owner, signers, and whether the template is public.
+
+To make a template public, click the toggle button in the public column on the template.
+
+A public profile popup will appear, where you can copy the public URL.
+
+Copy and share this link, and anyone with it can view your publicly available templates by pasting the URL into their browser.
+
+<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/99977728-86de-4913-8d2e-f54ab0b18033" />
+
+## Step 5: 
+### Sign the document through the public template.
+
+  - Click the Sign Now button next to the template you want to sign. Once the document loads, click Sign Now in the top right corner. A popup will appear asking for signer details such as Name, Email, and Phone Number.
+
+  - Enter the required details and click Submit.
+
+  - You can now fill in the necessary fields within the document's widgets and sign it.
+    
+  - After you finish signing, the document will be completed and automatically sent to the next signer for their signature.
+    
+<img width="828" alt="Signed the template" src="https://github.com/user-attachments/assets/0c667098-1c79-4c6a-b59f-03d20ac85552" />
+
+## Step 6: 
+### Print document, Download completion certificate, and Download Document
+
+You’ll see options to Print or Download the signed document for your records.
+
+If you are the only signer, the signing process is finished, and you will have the options to Print document, Download completion certificate, and Download document.
+
+## 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.
+
+If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
+
+Happy signing with OpenSign™!write