diff --git a/404.html b/404.html index 1ab3df1b4..81f453051 100644 --- a/404.html +++ b/404.html @@ -5,7 +5,7 @@ Page Not Found | OpenSign™ - + diff --git a/assets/js/6bef026b.0095643a.js b/assets/js/6bef026b.0095643a.js new file mode 100644 index 000000000..e92c2136b --- /dev/null +++ b/assets/js/6bef026b.0095643a.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4952],{28453:(e,n,s)=>{s.d(n,{R:()=>l,x:()=>a});var i=s(96540);const t={},r=i.createContext(t);function l(e){const n=i.useContext(r);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:l(e.components),i.createElement(r.Provider,{value:n},e.children)}},74094:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>a,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>d});const i=JSON.parse('{"id":"help/Settings/Preferences","title":"Preferences","description":"The Preferences page in OpenSign\u2122 allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control.","source":"@site/docs/help/Settings/Preferences.md","sourceDirName":"help/Settings","slug":"/help/Settings/Preferences","permalink":"/docs/help/Settings/Preferences","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Preferences.md","tags":[],"version":"current","sidebarPosition":4,"frontMatter":{"sidebar_position":4,"title":"Preferences"},"sidebar":"tutorialSidebar","previous":{"title":"Webhook","permalink":"/docs/help/Settings/Webhook"},"next":{"title":"Manage Teams","permalink":"/docs/help/Settings/Teams"}}');var t=s(74848),r=s(28453);const l={sidebar_position:4,title:"Preferences"},a="\ud83d\udd27 Preferences",o={},d=[{value:"\ud83d\ude80 Steps to Navigate to Preferences",id:"-steps-to-navigate-to-preferences",level:2},{value:"\ud83d\udccc Signature Types Control",id:"-signature-types-control",level:2},{value:"\ud83d\udd04 Multi-Level Signature Type Control",id:"-multi-level-signature-type-control",level:2},{value:"\ud83c\udfe2 Organization-Level",id:"-organization-level",level:3},{value:"\ud83d\udc64 User-Level",id:"-user-level",level:3},{value:"\ud83d\udcc4 Document-Level",id:"-document-level",level:3},{value:"\ud83d\udd14 Notify on Signatures",id:"-notify-on-signatures",level:2},{value:"\ud83d\udcec Send in Order",id:"-send-in-order",level:2},{value:"\ud83d\udeab Enable Tour",id:"-enable-tour",level:2},{value:"\ud83d\udce7 Custom SMTP Configuration in OpenSign",id:"-custom-smtp-configuration-in-opensign",level:3},{value:"\ud83d\udc64 SMTP at the User Level",id:"-smtp-at-the-user-level",level:2},{value:"To set up and enable user-level SMTP:",id:"to-set-up-and-enable-user-level-smtp",level:3},{value:"\ud83d\udd17 Connect to Gmail",id:"-connect-to-gmail",level:3},{value:"\u2699\ufe0f Custom SMTP",id:"\ufe0f-custom-smtp",level:3},{value:"\ud83d\udce4 OpenSign\u2122 Default SMTP",id:"-opensign-default-smtp",level:3},{value:"\ud83e\udded Timezone & Date Format",id:"-timezone--date-format",level:2},{value:"\ud83d\udcc5 Date Format",id:"-date-format",level:3},{value:"\ud83d\udd52 Time Format",id:"-time-format",level:3},{value:"\ud83e\uddea LTV-Enabled Signatures",id:"-ltv-enabled-signatures",level:2},{value:"\ud83d\udd10 Key Features:",id:"-key-features",level:3},{value:"\ud83d\udccc Why It Matters:",id:"-why-it-matters",level:3},{value:"\u2705 Use Cases:",id:"-use-cases",level:3},{value:"Merge Certificate to PDF",id:"merge-certificate-to-pdf",level:3},{value:"Widgets",id:"widgets",level:2},{value:"Date Widget Setting",id:"date-widget-setting",level:3},{value:"\ud83d\udd04 Multi-Level Custom Email Templates",id:"-multi-level-custom-email-templates",level:2},{value:"\ud83c\udfe2 Organization Level",id:"-organization-level-1",level:3},{value:"\ud83d\udc64 User Level",id:"-user-level-1",level:3},{value:"How Request-Signature and Completion Email Templates Work",id:"how-request-signature-and-completion-email-templates-work",level:3},{value:"\ud83d\udd12 Security",id:"-security",level:2},{value:"\ud83e\udde9 Features Available:",id:"-features-available",level:3},{value:"\u2705 Two-Factor Authentication (2FA)",id:"-two-factor-authentication-2fa",level:4},{value:"\ud83d\udee1\ufe0f Passkey Authentication",id:"\ufe0f-passkey-authentication",level:4}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",img:"img",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"-preferences",children:"\ud83d\udd27 Preferences"})}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Preferences"})," page in ",(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-steps-to-navigate-to-preferences",children:"\ud83d\ude80 Steps to Navigate to Preferences"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," section and click on ",(0,t.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-signature-types-control",children:"\ud83d\udccc Signature Types Control"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Allowed Signature Types"})," section defines which signature methods are available to signers:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Draw"}),": Create a handwritten signature using a mouse, stylus, or finger."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Type"}),": Type your name and apply it using pre-set font styles."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Upload"}),": Upload a scanned or saved image of your signature."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Default"}),": Use the default signature stored under ",(0,t.jsx)(n.em,{children:"My Signature"})," in settings."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"\u2699\ufe0f The options selected here determine what appears in the signature widget during document creation and signing. You can also change these preferences while creating a document."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-multi-level-signature-type-control",children:"\ud83d\udd04 Multi-Level Signature Type Control"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," introduces flexible control over signature options at three levels:"]}),"\n",(0,t.jsx)(n.h3,{id:"-organization-level",children:"\ud83c\udfe2 Organization-Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can enforce company-wide signing policies by restricting available signature methods platform-wide."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Open the profile menu and select ",(0,t.jsx)(n.strong,{children:"Console Application"})," to launch the console."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Once the Console Application loads, navigate to the ",(0,t.jsx)(n.strong,{children:"General"})," menu. Here, admins can configure the allowed signature types at the organization level."]}),"\n",(0,t.jsxs)(n.p,{children:["All users created under your account will only see the signing methods you enable here in their ",(0,t.jsx)(n.strong,{children:"Preferences"}),". They will be restricted from using any methods you don't select."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in the ",(0,t.jsx)(n.strong,{children:"Manage Signature Types"})," settings. As a result, Ursula, a team member, will no longer see the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,t.jsx)(n.p,{children:"Ursula can enable or disable any of the remaining three signature methods for each document she creates."}),"\n",(0,t.jsx)(n.p,{children:"When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Managing ",(0,t.jsx)(n.strong,{children:"Signature Types"})," at the organization level is only available on the ",(0,t.jsx)(n.strong,{children:"Teams"})," plan. This feature is not included in the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7",alt:"Signature type setup console"})}),"\n",(0,t.jsx)(n.h3,{id:"-user-level",children:"\ud83d\udc64 User-Level"}),"\n",(0,t.jsxs)(n.p,{children:["Navigate to ",(0,t.jsx)(n.strong,{children:"Settings > Preferences"})," to configure user-level signature types."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation."}),"\n",(0,t.jsx)("img",{width:"1722",height:"806",alt:"signatures",src:"https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2"}),"\n",(0,t.jsx)(n.h3,{id:"-document-level",children:"\ud83d\udcc4 Document-Level"}),"\n",(0,t.jsx)(n.p,{children:"While creating a document, users can specify allowed signature types."}),"\n",(0,t.jsx)(n.p,{children:"Only these will be available to the signer\u2014useful for legal or regulatory requirements."}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238",alt:"Signature type setup signature widget"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-notify-on-signatures",children:"\ud83d\udd14 Notify on Signatures"}),"\n",(0,t.jsx)(n.p,{children:"The document owner can choose to receive email notifications when a document is signed."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Get notified each time a signer completes their part."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Turn off real-time signature notifications."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"This setting can be adjusted while creating a document or template."}),"\n",(0,t.jsxs)(n.p,{children:["Regardless of this preference, a ",(0,t.jsx)(n.strong,{children:"final completion email"}),"\u2014including the signed document and completion certificate\u2014is ",(0,t.jsx)(n.strong,{children:"always sent"})," to both the document owner and all signers."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Notify on Signatures feature is only available on the ",(0,t.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,t.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3",alt:"Preferences setup"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-send-in-order",children:"\ud83d\udcec Send in Order"}),"\n",(0,t.jsxs)(n.p,{children:["Decide whether the document should be signed ",(0,t.jsx)(n.strong,{children:"sequentially"})," or ",(0,t.jsx)(n.strong,{children:"simultaneously"})," by multiple signers."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Signers receive the document in a set order. The next signer gains access only after the previous one completes signing."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 All signers receive the document at once and can sign independently."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-enable-tour",children:"\ud83d\udeab Enable Tour"}),"\n",(0,t.jsx)(n.p,{children:"The tour feature provides guidance for first-time users. You can turn this off for a cleaner, uninterrupted experience:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Show onboarding tips. Enables guided tooltips for the signer during the signing process."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Disable tour prompts ",(0,t.jsx)(n.em,{children:"(recommended for experienced users)"}),". Speeds up the signing experience."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,t.jsx)(n.strong,{children:"Tip"}),": Disable if your users are already familiar with OpenSign\u2122."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-custom-smtp-configuration-in-opensign",children:"\ud83d\udce7 Custom SMTP Configuration in OpenSign"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows users to ",(0,t.jsx)(n.strong,{children:"send emails using their own SMTP settings"}),", including Gmail integration and third-party SMTP providers."]}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign now supports SMTP configuration at both the ",(0,t.jsx)(n.strong,{children:"organization level"})," and the ",(0,t.jsx)(n.strong,{children:"individual user level"}),"."]}),"\n",(0,t.jsxs)(n.p,{children:["To set up SMTP at the organization level, refer to the guide here:",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP",children:"https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP"})]}),"\n",(0,t.jsx)(n.h2,{id:"-smtp-at-the-user-level",children:"\ud83d\udc64 SMTP at the User Level"}),"\n",(0,t.jsxs)(n.p,{children:["Users can configure their own SMTP settings to send request-signature and completion emails using their personal mailbox.\nThese user-level settings will override the organization-level SMTP only if the admin has ",(0,t.jsx)(n.strong,{children:"enabled individual SMTP customization"})," under Console \u2192 General."]}),"\n",(0,t.jsx)(n.p,{children:"Use this option if you prefer sending emails directly from your own email address."}),"\n",(0,t.jsx)(n.h3,{id:"to-set-up-and-enable-user-level-smtp",children:"To set up and enable user-level SMTP:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Go to ",(0,t.jsx)(n.strong,{children:"Settings"})]}),"\n",(0,t.jsxs)(n.li,{children:["Select ",(0,t.jsx)(n.strong,{children:"Preferences"})]}),"\n",(0,t.jsx)(n.li,{children:"Choose one of the available SMTP options."}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP."}),"\n",(0,t.jsx)("img",{width:"1722",height:"806",alt:"smtp at user level",src:"https://github.com/user-attachments/assets/27c459f3-5ae6-41e8-966d-43785e67f192"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-connect-to-gmail",children:"\ud83d\udd17 Connect to Gmail"}),"\n",(0,t.jsxs)(n.p,{children:["Send request-signature emails directly from your ",(0,t.jsx)(n.strong,{children:"Gmail account"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Connect to Gmail"})]}),"\n",(0,t.jsx)(n.li,{children:"A popup will appear prompting you to sign in"}),"\n",(0,t.jsx)(n.li,{children:"Grant the required access permissions"}),"\n",(0,t.jsx)(n.li,{children:"Once authorized, OpenSign will send emails using your Gmail account"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"\ufe0f-custom-smtp",children:"\u2699\ufe0f Custom SMTP"}),"\n",(0,t.jsx)(n.p,{children:"Configure any third-party SMTP provider such as SMTP2GO or Mailgun."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Custom SMTP"})]}),"\n",(0,t.jsxs)(n.li,{children:["A popup will appear asking for your SMTP details:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Host:"})," SMTP server host (e.g., ",(0,t.jsx)(n.code,{children:"mail.smtp2go.com"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Port:"})," SMTP port (e.g., ",(0,t.jsx)(n.code,{children:"2525"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sender Email:"})," Email address configured in your SMTP account"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Username:"})," SMTP username"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Password:"})," SMTP password"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"1722",height:"806",alt:"Custom smtp",src:"https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-opensign-default-smtp",children:"\ud83d\udce4 OpenSign\u2122 Default SMTP"}),"\n",(0,t.jsx)(n.p,{children:"If selected, all request-signature and completion emails will be sent using OpenSign\u2019s built-in SMTP server."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:"If the user does not configure any SMTP option, emails will be sent using the organization-level SMTP (when it is enabled by the admin).\nIf the admin has configured a company-level SMTP, and the user has not set up their own SMTP, the user will still be connected to the default OpenSign SMTP, but all outgoing emails will be delivered using the organization-level SMTP."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,t.jsx)(n.strong,{children:"Notes:"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["A green checkmark indicates the ",(0,t.jsx)(n.strong,{children:"active SMTP option"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Only one SMTP option can be active at a time."}),"\n",(0,t.jsx)(n.li,{children:"User-level SMTP is available only when permitted by the admin."}),"\n",(0,t.jsxs)(n.li,{children:["Some SMTP features are limited to ",(0,t.jsx)(n.strong,{children:"Paid plans"}),"."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-timezone--date-format",children:"\ud83e\udded Timezone & Date Format"}),"\n",(0,t.jsxs)(n.p,{children:["Customize the ",(0,t.jsx)(n.strong,{children:"Timezone"})," and ",(0,t.jsx)(n.strong,{children:"Date Format"})," according to your regional preferences.",(0,t.jsx)(n.br,{}),"\n","These settings are reflected in:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Document Completion Certificates"}),"\n",(0,t.jsx)(n.li,{children:"Signing Logs"}),"\n",(0,t.jsx)(n.li,{children:"Webhooks"}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-date-format",children:"\ud83d\udcc5 Date Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"The selected date format will be applied by default to the date widget if no specific format is chosen during document creation."}),"\n",(0,t.jsx)(n.li,{children:"This default format also applies in all API flows."}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-time-format",children:"\ud83d\udd52 Time Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Supports ",(0,t.jsx)(n.strong,{children:"12-hour"})," and ",(0,t.jsx)(n.strong,{children:"24-hour"})," formats."]}),"\n",(0,t.jsx)(n.li,{children:"Affects timestamps in certificates, logs, and webhooks."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"1722",height:"806",alt:"Time zone",src:"https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-ltv-enabled-signatures",children:"\ud83e\uddea LTV-Enabled Signatures"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"LTV (Long-Term Validation)"})," ensures that signatures remain valid and verifiable even after certificates expire or are revoked."]}),"\n",(0,t.jsx)(n.h3,{id:"-key-features",children:"\ud83d\udd10 Key Features:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Embeds certificate chain"}),"\n",(0,t.jsx)(n.li,{children:"Includes CRLs and OCSP responses"}),"\n",(0,t.jsx)(n.li,{children:"Enables offline verification"}),"\n",(0,t.jsxs)(n.li,{children:["Complies with PDF standards like ",(0,t.jsx)(n.strong,{children:"PAdES"})]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-why-it-matters",children:"\ud83d\udccc Why It Matters:"}),"\n",(0,t.jsx)(n.p,{children:"Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable."}),"\n",(0,t.jsx)(n.h3,{id:"-use-cases",children:"\u2705 Use Cases:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Legal Contracts"}),"\n",(0,t.jsx)(n.li,{children:"Financial or Medical Records"}),"\n",(0,t.jsx)(n.li,{children:"Long-term archiving requirements"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"merge-certificate-to-pdf",children:(0,t.jsx)(n.strong,{children:"Merge Certificate to PDF"})}),"\n",(0,t.jsxs)(n.p,{children:["You can access this option by navigating to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Preferences"}),"."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Yes:"})," Selecting ",(0,t.jsx)(n.strong,{children:"Yes"})," will attach the completion certificate directly to the signed document, creating a single combined PDF file.",(0,t.jsx)(n.br,{}),"\n","Please note that once merged, the certificate cannot be separated from the main document."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"No:"})," Selecting ",(0,t.jsx)(n.strong,{children:"No"})," will keep the completion certificate as a separate PDF file, which will be downloaded along with the signed document."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," This feature is available only in the ",(0,t.jsx)(n.strong,{children:"paid plans"})," of OpenSign."]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"widgets",children:"Widgets"}),"\n",(0,t.jsx)(n.h3,{id:"date-widget-setting",children:"Date Widget Setting"}),"\n",(0,t.jsx)(n.p,{children:"Date Widget Preferences allow you to configure the default behavior of Date widgets across documents and templates. 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You can still customize individual Date widgets later using the widget settings (gear icon)."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Format"}),": Select the default date format that will be used for all Date widgets."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Default Date"}),": Set a predefined date that will automatically appear in the Date widget."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Signing Date"}),": When enabled, the Date widget automatically captures the date on which the signer signs the document."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Read Only"}),": When enabled, the Date widget becomes non-editable for the signer.","\n",(0,t.jsx)("img",{width:"1722",height:"806",alt:"image",src:"https://github.com/user-attachments/assets/4be15ebd-4965-4dff-add6-94e8451461ce"}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"-multi-level-custom-email-templates",children:"\ud83d\udd04 Multi-Level Custom Email Templates"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," offers flexible control over email templates at two different levels:"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-organization-level-1",children:"\ud83c\udfe2 Organization Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can manage and enforce standardized email templates across the entire platform."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Open the profile menu and select ",(0,t.jsx)(n.strong,{children:"Console Application"})," to access the admin console.",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.strong,{children:"Step 2:"})," Once the Console Application opens, go to the ",(0,t.jsx)(n.strong,{children:"Mail"})," section. Here, administrators can configure email templates at the organization level."]}),"\n",(0,t.jsxs)(n.p,{children:["All users created under your organization will automatically use these templates for sending request-signature and document completion emails ",(0,t.jsx)(n.strong,{children:"unless"})," they have permission to create templates at the individual level or have customized their own templates."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," setting under ",(0,t.jsx)(n.strong,{children:"Console \u2192 General"}),". As a result, Ursula, a team member, cannot create or modify her own email templates."]}),"\n",(0,t.jsxs)(n.p,{children:["When Ursula sends a document to Sofia for signing, Sofia will receive the organization-level email template.",(0,t.jsx)(n.br,{}),"\n","If Adam enables ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," but Ursula does not set up her own template, the signers will still receive emails based on the organization-level template."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Organization-level email management is available only on ",(0,t.jsx)(n.strong,{children:"Paid"})," plans. This feature is ",(0,t.jsx)(n.strong,{children:"not"})," included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)("img",{width:"1722",height:"806",alt:"Email_templates",src:"https://github.com/user-attachments/assets/0b15e356-cfba-46d5-9e97-c73d32b879f4"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-user-level-1",children:"\ud83d\udc64 User Level"}),"\n",(0,t.jsxs)(n.p,{children:["Users can configure their own email templates by navigating to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Preferences"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets up templates here, those templates will be used for sending request-signature emails and document-completion emails."}),"\n",(0,t.jsx)("img",{width:"1722",height:"806",alt:"signatures",src:"https://github.com/user-attachments/assets/dda05d4f-aa43-435d-bdb2-e68dca6f2b00"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Customize email management is only available on ",(0,t.jsx)(n.strong,{children:"Paid"})," plans. This feature is not included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.h3,{id:"how-request-signature-and-completion-email-templates-work",children:"How Request-Signature and Completion Email Templates Work"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the admin enables ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," and the user sets up their own custom templates, then both ",(0,t.jsx)(n.strong,{children:"request-signature emails"})," and ",(0,t.jsx)(n.strong,{children:"completion emails"})," will be sent using the ",(0,t.jsx)(n.strong,{children:"user-level templates"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the user does ",(0,t.jsx)(n.strong,{children:"not"})," set up custom templates, and the admin has also ",(0,t.jsx)(n.strong,{children:"not"})," configured templates at the organization level, then the ",(0,t.jsx)(n.strong,{children:"default OpenSign templates"})," will be used."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-security",children:"\ud83d\udd12 Security"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Security"})," tab in OpenSign (found under ",(0,t.jsx)(n.strong,{children:"Settings > Preferences > Security"}),") allows users to manage key authentication methods to protect their account access."]}),"\n",(0,t.jsx)(n.h3,{id:"-features-available",children:"\ud83e\udde9 Features Available:"}),"\n",(0,t.jsx)(n.h4,{id:"-two-factor-authentication-2fa",children:"\u2705 Two-Factor Authentication (2FA)"}),"\n",(0,t.jsx)(n.p,{children:"Enhance your account security by enabling 2FA. Once activated, you'll enter a time-based code from an authenticator app each time you log in."}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-passkey-authentication",children:"\ud83d\udee1\ufe0f Passkey Authentication"}),"\n",(0,t.jsxs)(n.p,{children:["Passkeys offer a ",(0,t.jsx)(n.strong,{children:"passwordless"}),", ",(0,t.jsx)(n.strong,{children:"phishing-resistant"})," login experience using your device\u2019s built-in security features such as fingerprint, Face ID, or PIN."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 For full details on setting up ",(0,t.jsx)(n.strong,{children:"Two-Factor Authentication (2FA)"})," and ",(0,t.jsx)(n.strong,{children:"Passkey Authentication"}),":",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement",children:"\ud83d\udd12 View Security Setup Guide"})]}),"\n",(0,t.jsxs)(n.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/6bef026b.32a88040.js b/assets/js/6bef026b.32a88040.js deleted file mode 100644 index b107a9168..000000000 --- a/assets/js/6bef026b.32a88040.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4952],{28453:(e,n,s)=>{s.d(n,{R:()=>l,x:()=>a});var i=s(96540);const t={},r=i.createContext(t);function l(e){const n=i.useContext(r);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:l(e.components),i.createElement(r.Provider,{value:n},e.children)}},74094:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>a,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Settings/Preferences","title":"Preferences","description":"The Preferences page in OpenSign\u2122 allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. 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Below is a breakdown of all configurable options and what they control."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-steps-to-navigate-to-preferences",children:"\ud83d\ude80 Steps to Navigate to Preferences"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," section and click on ",(0,t.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-signature-types-control",children:"\ud83d\udccc Signature Types Control"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Allowed Signature Types"})," section defines which signature methods are available to signers:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Draw"}),": Create a handwritten signature using a mouse, stylus, or finger."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Type"}),": Type your name and apply it using pre-set font styles."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Upload"}),": Upload a scanned or saved image of your signature."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Default"}),": Use the default signature stored under ",(0,t.jsx)(n.em,{children:"My Signature"})," in settings."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"\u2699\ufe0f The options selected here determine what appears in the signature widget during document creation and signing. You can also change these preferences while creating a document."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-multi-level-signature-type-control",children:"\ud83d\udd04 Multi-Level Signature Type Control"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," introduces flexible control over signature options at three levels:"]}),"\n",(0,t.jsx)(n.h3,{id:"-organization-level",children:"\ud83c\udfe2 Organization-Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can enforce company-wide signing policies by restricting available signature methods platform-wide."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Open the profile menu and select ",(0,t.jsx)(n.strong,{children:"Console Application"})," to launch the console."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Once the Console Application loads, navigate to the ",(0,t.jsx)(n.strong,{children:"General"})," menu. Here, admins can configure the allowed signature types at the organization level."]}),"\n",(0,t.jsxs)(n.p,{children:["All users created under your account will only see the signing methods you enable here in their ",(0,t.jsx)(n.strong,{children:"Preferences"}),". They will be restricted from using any methods you don't select."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in the ",(0,t.jsx)(n.strong,{children:"Manage Signature Types"})," settings. As a result, Ursula, a team member, will no longer see the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,t.jsx)(n.p,{children:"Ursula can enable or disable any of the remaining three signature methods for each document she creates."}),"\n",(0,t.jsx)(n.p,{children:"When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Managing ",(0,t.jsx)(n.strong,{children:"Signature Types"})," at the organization level is only available on the ",(0,t.jsx)(n.strong,{children:"Teams"})," plan. This feature is not included in the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7",alt:"Signature type setup console"})}),"\n",(0,t.jsx)(n.h3,{id:"-user-level",children:"\ud83d\udc64 User-Level"}),"\n",(0,t.jsxs)(n.p,{children:["Navigate to ",(0,t.jsx)(n.strong,{children:"Settings > Preferences"})," to configure user-level signature types."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation."}),"\n",(0,t.jsx)("img",{width:"861",height:"480",alt:"signatures",src:"https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2"}),"\n",(0,t.jsx)(n.h3,{id:"-document-level",children:"\ud83d\udcc4 Document-Level"}),"\n",(0,t.jsx)(n.p,{children:"While creating a document, users can specify allowed signature types."}),"\n",(0,t.jsx)(n.p,{children:"Only these will be available to the signer\u2014useful for legal or regulatory requirements."}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238",alt:"Signature type setup signature widget"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-notify-on-signatures",children:"\ud83d\udd14 Notify on Signatures"}),"\n",(0,t.jsx)(n.p,{children:"The document owner can choose to receive email notifications when a document is signed."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Get notified each time a signer completes their part."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Turn off real-time signature notifications."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"This setting can be adjusted while creating a document or template."}),"\n",(0,t.jsxs)(n.p,{children:["Regardless of this preference, a ",(0,t.jsx)(n.strong,{children:"final completion email"}),"\u2014including the signed document and completion certificate\u2014is ",(0,t.jsx)(n.strong,{children:"always sent"})," to both the document owner and all signers."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Notify on Signatures feature is only available on the ",(0,t.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,t.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3",alt:"Preferences setup"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-send-in-order",children:"\ud83d\udcec Send in Order"}),"\n",(0,t.jsxs)(n.p,{children:["Decide whether the document should be signed ",(0,t.jsx)(n.strong,{children:"sequentially"})," or ",(0,t.jsx)(n.strong,{children:"simultaneously"})," by multiple signers."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Signers receive the document in a set order. The next signer gains access only after the previous one completes signing."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 All signers receive the document at once and can sign independently."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-enable-tour",children:"\ud83d\udeab Enable Tour"}),"\n",(0,t.jsx)(n.p,{children:"The tour feature provides guidance for first-time users. You can turn this off for a cleaner, uninterrupted experience:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Show onboarding tips. Enables guided tooltips for the signer during the signing process."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Disable tour prompts ",(0,t.jsx)(n.em,{children:"(recommended for experienced users)"}),". Speeds up the signing experience."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,t.jsx)(n.strong,{children:"Tip"}),": Disable if your users are already familiar with OpenSign\u2122."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-custom-smtp-configuration-in-opensign",children:"\ud83d\udce7 Custom SMTP Configuration in OpenSign"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows users to ",(0,t.jsx)(n.strong,{children:"send emails using their own SMTP settings"}),", including Gmail integration and third-party SMTP providers."]}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign now supports SMTP configuration at both the ",(0,t.jsx)(n.strong,{children:"organization level"})," and the ",(0,t.jsx)(n.strong,{children:"individual user level"}),"."]}),"\n",(0,t.jsxs)(n.p,{children:["To set up SMTP at the organization level, refer to the guide here:",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP",children:"https://docs.opensignlabs.com/docs/help/User%20Menu/Console/globalSMTP"})]}),"\n",(0,t.jsx)(n.h2,{id:"-smtp-at-the-user-level",children:"\ud83d\udc64 SMTP at the User Level"}),"\n",(0,t.jsxs)(n.p,{children:["Users can configure their own SMTP settings to send request-signature and completion emails using their personal mailbox.\nThese user-level settings will override the organization-level SMTP only if the admin has ",(0,t.jsx)(n.strong,{children:"enabled individual SMTP customization"})," under Console \u2192 General."]}),"\n",(0,t.jsx)(n.p,{children:"Use this option if you prefer sending emails directly from your own email address."}),"\n",(0,t.jsx)(n.h3,{id:"to-set-up-and-enable-user-level-smtp",children:"To set up and enable user-level SMTP:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Go to ",(0,t.jsx)(n.strong,{children:"Settings"})]}),"\n",(0,t.jsxs)(n.li,{children:["Select ",(0,t.jsx)(n.strong,{children:"Preferences"})]}),"\n",(0,t.jsx)(n.li,{children:"Choose one of the available SMTP options."}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP."}),"\n",(0,t.jsx)("img",{width:"861",height:"409",alt:"smtp at user level",src:"https://github.com/user-attachments/assets/27c459f3-5ae6-41e8-966d-43785e67f192"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-connect-to-gmail",children:"\ud83d\udd17 Connect to Gmail"}),"\n",(0,t.jsxs)(n.p,{children:["Send request-signature emails directly from your ",(0,t.jsx)(n.strong,{children:"Gmail account"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Connect to Gmail"})]}),"\n",(0,t.jsx)(n.li,{children:"A popup will appear prompting you to sign in"}),"\n",(0,t.jsx)(n.li,{children:"Grant the required access permissions"}),"\n",(0,t.jsx)(n.li,{children:"Once authorized, OpenSign will send emails using your Gmail account"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"\ufe0f-custom-smtp",children:"\u2699\ufe0f Custom SMTP"}),"\n",(0,t.jsx)(n.p,{children:"Configure any third-party SMTP provider such as SMTP2GO or Mailgun."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.strong,{children:"Custom SMTP"})]}),"\n",(0,t.jsxs)(n.li,{children:["A popup will appear asking for your SMTP details:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Host:"})," SMTP server host (e.g., ",(0,t.jsx)(n.code,{children:"mail.smtp2go.com"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Port:"})," SMTP port (e.g., ",(0,t.jsx)(n.code,{children:"2525"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sender Email:"})," Email address configured in your SMTP account"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Username:"})," SMTP username"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Password:"})," SMTP password"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Custom smtp",src:"https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-opensign-default-smtp",children:"\ud83d\udce4 OpenSign\u2122 Default SMTP"}),"\n",(0,t.jsx)(n.p,{children:"If selected, all request-signature and completion emails will be sent using OpenSign\u2019s built-in SMTP server."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:"If the user does not configure any SMTP option, emails will be sent using the organization-level SMTP (when it is enabled by the admin).\nIf the admin has configured a company-level SMTP, and the user has not set up their own SMTP, the user will still be connected to the default OpenSign SMTP, but all outgoing emails will be delivered using the organization-level SMTP."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,t.jsx)(n.strong,{children:"Notes:"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["A green checkmark indicates the ",(0,t.jsx)(n.strong,{children:"active SMTP option"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Only one SMTP option can be active at a time."}),"\n",(0,t.jsx)(n.li,{children:"User-level SMTP is available only when permitted by the admin."}),"\n",(0,t.jsxs)(n.li,{children:["Some SMTP features are limited to ",(0,t.jsx)(n.strong,{children:"Paid plans"}),"."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-timezone--date-format",children:"\ud83e\udded Timezone & Date Format"}),"\n",(0,t.jsxs)(n.p,{children:["Customize the ",(0,t.jsx)(n.strong,{children:"Timezone"})," and ",(0,t.jsx)(n.strong,{children:"Date Format"})," according to your regional preferences.",(0,t.jsx)(n.br,{}),"\n","These settings are reflected in:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Document Completion Certificates"}),"\n",(0,t.jsx)(n.li,{children:"Signing Logs"}),"\n",(0,t.jsx)(n.li,{children:"Webhooks"}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-date-format",children:"\ud83d\udcc5 Date Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"The selected date format will be applied by default to the date widget if no specific format is chosen during document creation."}),"\n",(0,t.jsx)(n.li,{children:"This default format also applies in all API flows."}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-time-format",children:"\ud83d\udd52 Time Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Supports ",(0,t.jsx)(n.strong,{children:"12-hour"})," and ",(0,t.jsx)(n.strong,{children:"24-hour"})," formats."]}),"\n",(0,t.jsx)(n.li,{children:"Affects timestamps in certificates, logs, and webhooks."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Time zone",src:"https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-ltv-enabled-signatures",children:"\ud83e\uddea LTV-Enabled Signatures"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"LTV (Long-Term Validation)"})," ensures that signatures remain valid and verifiable even after certificates expire or are revoked."]}),"\n",(0,t.jsx)(n.h3,{id:"-key-features",children:"\ud83d\udd10 Key Features:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Embeds certificate chain"}),"\n",(0,t.jsx)(n.li,{children:"Includes CRLs and OCSP responses"}),"\n",(0,t.jsx)(n.li,{children:"Enables offline verification"}),"\n",(0,t.jsxs)(n.li,{children:["Complies with PDF standards like ",(0,t.jsx)(n.strong,{children:"PAdES"})]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-why-it-matters",children:"\ud83d\udccc Why It Matters:"}),"\n",(0,t.jsx)(n.p,{children:"Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable."}),"\n",(0,t.jsx)(n.h3,{id:"-use-cases",children:"\u2705 Use Cases:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Legal Contracts"}),"\n",(0,t.jsx)(n.li,{children:"Financial or Medical Records"}),"\n",(0,t.jsx)(n.li,{children:"Long-term archiving requirements"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"merge-certificate-to-pdf",children:(0,t.jsx)(n.strong,{children:"Merge Certificate to PDF"})}),"\n",(0,t.jsxs)(n.p,{children:["You can access this option by navigating to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Preferences"}),"."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Yes:"})," Selecting ",(0,t.jsx)(n.strong,{children:"Yes"})," will attach the completion certificate directly to the signed document, creating a single combined PDF file.",(0,t.jsx)(n.br,{}),"\n","Please note that once merged, the certificate cannot be separated from the main document."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"No:"})," Selecting ",(0,t.jsx)(n.strong,{children:"No"})," will keep the completion certificate as a separate PDF file, which will be downloaded along with the signed document."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," This feature is available only in the ",(0,t.jsx)(n.strong,{children:"paid plans"})," of OpenSign."]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"-multi-level-custom-email-templates",children:"\ud83d\udd04 Multi-Level Custom Email Templates"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," offers flexible control over email templates at two different levels:"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-organization-level-1",children:"\ud83c\udfe2 Organization Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can manage and enforce standardized email templates across the entire platform."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Open the profile menu and select ",(0,t.jsx)(n.strong,{children:"Console Application"})," to access the admin console.",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.strong,{children:"Step 2:"})," Once the Console Application opens, go to the ",(0,t.jsx)(n.strong,{children:"Mail"})," section. Here, administrators can configure email templates at the organization level."]}),"\n",(0,t.jsxs)(n.p,{children:["All users created under your organization will automatically use these templates for sending request-signature and document completion emails ",(0,t.jsx)(n.strong,{children:"unless"})," they have permission to create templates at the individual level or have customized their own templates."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," setting under ",(0,t.jsx)(n.strong,{children:"Console \u2192 General"}),". As a result, Ursula, a team member, cannot create or modify her own email templates."]}),"\n",(0,t.jsxs)(n.p,{children:["When Ursula sends a document to Sofia for signing, Sofia will receive the organization-level email template.",(0,t.jsx)(n.br,{}),"\n","If Adam enables ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," but Ursula does not set up her own template, the signers will still receive emails based on the organization-level template."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Organization-level email management is available only on ",(0,t.jsx)(n.strong,{children:"Paid"})," plans. This feature is ",(0,t.jsx)(n.strong,{children:"not"})," included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)("img",{width:"861",height:"409",alt:"Email_templates",src:"https://github.com/user-attachments/assets/0b15e356-cfba-46d5-9e97-c73d32b879f4"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-user-level-1",children:"\ud83d\udc64 User Level"}),"\n",(0,t.jsxs)(n.p,{children:["Users can configure their own email templates by navigating to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Preferences"}),"."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets up templates here, those templates will be used for sending request-signature emails and document-completion emails."}),"\n",(0,t.jsx)("img",{width:"861",height:"480",alt:"signatures",src:"https://github.com/user-attachments/assets/dda05d4f-aa43-435d-bdb2-e68dca6f2b00"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Customize email management is only available on ",(0,t.jsx)(n.strong,{children:"Paid"})," plans. This feature is not included in ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.h3,{id:"how-request-signature-and-completion-email-templates-work",children:"How Request-Signature and Completion Email Templates Work"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the admin enables ",(0,t.jsx)(n.strong,{children:"Allow email template customization for users individually"})," and the user sets up their own custom templates, then both ",(0,t.jsx)(n.strong,{children:"request-signature emails"})," and ",(0,t.jsx)(n.strong,{children:"completion emails"})," will be sent using the ",(0,t.jsx)(n.strong,{children:"user-level templates"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the user does ",(0,t.jsx)(n.strong,{children:"not"})," set up custom templates, and the admin has also ",(0,t.jsx)(n.strong,{children:"not"})," configured templates at the organization level, then the ",(0,t.jsx)(n.strong,{children:"default OpenSign templates"})," will be used."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-security",children:"\ud83d\udd12 Security"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Security"})," tab in OpenSign (found under ",(0,t.jsx)(n.strong,{children:"Settings > Preferences > Security"}),") allows users to manage key authentication methods to protect their account access."]}),"\n",(0,t.jsx)(n.h3,{id:"-features-available",children:"\ud83e\udde9 Features Available:"}),"\n",(0,t.jsx)(n.h4,{id:"-two-factor-authentication-2fa",children:"\u2705 Two-Factor Authentication (2FA)"}),"\n",(0,t.jsx)(n.p,{children:"Enhance your account security by enabling 2FA. Once activated, you'll enter a time-based code from an authenticator app each time you log in."}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-passkey-authentication",children:"\ud83d\udee1\ufe0f Passkey Authentication"}),"\n",(0,t.jsxs)(n.p,{children:["Passkeys offer a ",(0,t.jsx)(n.strong,{children:"passwordless"}),", ",(0,t.jsx)(n.strong,{children:"phishing-resistant"})," login experience using your device\u2019s built-in security features such as fingerprint, Face ID, or PIN."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 For full details on setting up ",(0,t.jsx)(n.strong,{children:"Two-Factor Authentication (2FA)"})," and ",(0,t.jsx)(n.strong,{children:"Passkey Authentication"}),":",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement",children:"\ud83d\udd12 View Security Setup Guide"})]}),"\n",(0,t.jsxs)(n.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.1e9ae3be.js b/assets/js/9640838e.1e9ae3be.js deleted file mode 100644 index 444eeb394..000000000 --- a/assets/js/9640838e.1e9ae3be.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1688],{28453:(e,n,i)=>{i.d(n,{R:()=>r,x:()=>o});var t=i(96540);const s={},l=t.createContext(s);function r(e){const n=t.useContext(l);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function o(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:r(e.components),t.createElement(l.Provider,{value:n},e.children)}},34545:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/Templates/create-template","title":"Create Templates","description":"Getting Started","source":"@site/docs/help/Templates/create-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/create-template","permalink":"/docs/help/Templates/create-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Create Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Templates","permalink":"/docs/category/templates"},"next":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"}}');var s=i(74848),l=i(28453);const r={sidebar_position:1,title:"Create Templates"},o=void 0,d={},a=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"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:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Auto reminder (feature only available for subscribed users)",id:"auto-reminder-feature-only-available-for-subscribed-users",level:3},{value:"Time to complete (days)",id:"time-to-complete-days",level:3},{value:"BCC",id:"bcc",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"Allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"[1] Define roles and assign widgets:",id:"1-define-roles-and-assign-widgets",level:3},{value:"\u2699\ufe0f Widget Options",id:"\ufe0f-widget-options",level:4},{value:"\ud83d\udcc4 Edit Template",id:"-edit-template",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",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,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:"}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/143a752c-1ee3-4424-afe4-65922b71ddbb"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsx)(n.h3,{id:"auto-reminder-feature-only-available-for-subscribed-users",children:"Auto reminder (feature only available for subscribed users)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"time-to-complete-days",children:"Time to complete (days)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"bcc",children:"BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10] Enable OTP Verification"})," :"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:'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.\nNote: This feature is available exclusively on paid plans.'}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"Allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prefill",src:"https://github.com/user-attachments/assets/6400469f-1c7e-4eda-b170-fa5b4ce9ebce"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"1-define-roles-and-assign-widgets",children:"[1] Define roles and assign widgets:"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9305bf0b-02d4-4110-bbbf-6496c9fd6f65"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.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',(0,s.jsx)(n.strong,{children:"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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Assign signature widget"}),": The signature widget is used to add a signature to the document. Each role must have at least one signature widget assigned."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process.\nAfter placing the Stamp widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.\nAfter placing the name widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.\nAfter placing the job title widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.\nAfter placing the company widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field.\nAfter placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions\nFor example:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Cells widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the cells widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection.\nOnce you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection.\nOnce you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process.\nAfter placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.\nAfter placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-edit-template",children:"\ud83d\udcc4 Edit Template"}),"\n",(0,s.jsx)(n.p,{children:"At the top of the Create Template panel, you\u2019ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template."}),"\n",(0,s.jsx)("img",{width:"800",alt:"edit template details",src:"https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"\ud83d\udd01 File Replacement"})," : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The new document must have the same number of pages."}),"\n",(0,s.jsx)(n.li,{children:"The page dimensions (width and height) must be identical to the original."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don\u2019t match, widgets may shift or be positioned outside the visible area of the document."}),"\n",(0,s.jsx)("img",{width:"800",alt:"Edit template details",src:"https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c"}),"\n",(0,s.jsx)(n.p,{children:"You can also update the following template details:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Template Title"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Description"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Note"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Send in Order"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Auto reminder"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable tour"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Notify on signatures"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),":"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Redirect Url"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time to complete (Days)"}),"\nClik on the submit button to save the edits."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"page controls",src:"https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4"}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"Save Template"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.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,s.jsx)(n.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,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Manage Templates"})," page displays all the templates you\u2019ve created or have access to. Each template entry shows key details including the template title, file, owner, assigned signers, and its public/private status."]}),"\n",(0,s.jsxs)(n.p,{children:["For a full walkthrough, check the detailed guide here:",(0,s.jsx)(n.br,{}),"\n",(0,s.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Templates/manage-templates",children:"Manage Templates"})]}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,s.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,s.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.1f19eb39.js b/assets/js/9640838e.1f19eb39.js new file mode 100644 index 000000000..551cde545 --- /dev/null +++ b/assets/js/9640838e.1f19eb39.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1688],{28453:(e,n,i)=>{i.d(n,{R:()=>r,x:()=>o});var t=i(96540);const s={},l=t.createContext(s);function r(e){const n=t.useContext(l);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function o(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:r(e.components),t.createElement(l.Provider,{value:n},e.children)}},34545:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/Templates/create-template","title":"Create Templates","description":"Getting Started","source":"@site/docs/help/Templates/create-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/create-template","permalink":"/docs/help/Templates/create-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Create Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Templates","permalink":"/docs/category/templates"},"next":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"}}');var s=i(74848),l=i(28453);const r={sidebar_position:1,title:"Create Templates"},o=void 0,d={},a=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"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:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Auto reminder (feature only available for subscribed users)",id:"auto-reminder-feature-only-available-for-subscribed-users",level:3},{value:"Time to complete (days)",id:"time-to-complete-days",level:3},{value:"BCC",id:"bcc",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"Allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"[1] Define roles and assign widgets:",id:"1-define-roles-and-assign-widgets",level:3},{value:"\u2699\ufe0f Widget Options",id:"\ufe0f-widget-options",level:4},{value:"\ud83d\udcc4 Edit Template",id:"-edit-template",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",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,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:"}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/143a752c-1ee3-4424-afe4-65922b71ddbb"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsx)(n.h3,{id:"auto-reminder-feature-only-available-for-subscribed-users",children:"Auto reminder (feature only available for subscribed users)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"time-to-complete-days",children:"Time to complete (days)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"bcc",children:"BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10] Enable OTP Verification"})," :"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:'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.\nNote: This feature is available exclusively on paid plans.'}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"Allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prefill",src:"https://github.com/user-attachments/assets/6400469f-1c7e-4eda-b170-fa5b4ce9ebce"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Draw"})," \u2013 Allows the user to draw directly in this widget; use it when a prefill drawing is required."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"1-define-roles-and-assign-widgets",children:"[1] Define roles and assign widgets:"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9305bf0b-02d4-4110-bbbf-6496c9fd6f65"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.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',(0,s.jsx)(n.strong,{children:"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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Assign signature widget"}),": The signature widget is used to add a signature to the document. Each role must have at least one signature widget assigned."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process.\nAfter placing the Stamp widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.\nAfter placing the name widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.\nAfter placing the job title widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.\nAfter placing the company widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field.\nAfter placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions\nFor example:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Cells widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the cells widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection.\nOnce you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection.\nOnce you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process.\nAfter placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.\nAfter placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-edit-template",children:"\ud83d\udcc4 Edit Template"}),"\n",(0,s.jsx)(n.p,{children:"At the top of the Create Template panel, you\u2019ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template."}),"\n",(0,s.jsx)("img",{width:"800",alt:"edit template details",src:"https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"\ud83d\udd01 File Replacement"})," : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The new document must have the same number of pages."}),"\n",(0,s.jsx)(n.li,{children:"The page dimensions (width and height) must be identical to the original."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don\u2019t match, widgets may shift or be positioned outside the visible area of the document."}),"\n",(0,s.jsx)("img",{width:"800",alt:"Edit template details",src:"https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c"}),"\n",(0,s.jsx)(n.p,{children:"You can also update the following template details:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Template Title"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Description"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Note"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Send in Order"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Auto reminder"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable tour"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Notify on signatures"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),":"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Redirect Url"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time to complete (Days)"}),"\nClik on the submit button to save the edits."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"page controls",src:"https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4"}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"Save Template"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.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,s.jsx)(n.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,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Manage Templates"})," page displays all the templates you\u2019ve created or have access to. Each template entry shows key details including the template title, file, owner, assigned signers, and its public/private status."]}),"\n",(0,s.jsxs)(n.p,{children:["For a full walkthrough, check the detailed guide here:",(0,s.jsx)(n.br,{}),"\n",(0,s.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Templates/manage-templates",children:"Manage Templates"})]}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,s.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,s.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/d1393a72.50bfc189.js b/assets/js/d1393a72.50bfc189.js deleted file mode 100644 index 780a648e1..000000000 --- a/assets/js/d1393a72.50bfc189.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[841],{20412:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"}}');var s=i(74848),l=i(28453);const r={sidebar_position:2,title:"Request signatures"},o="Request signatures using OpenSign\u2122",d={},a=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Document Details And Signers",id:"entering-document-details-and-signers",level:3},{value:"Organizing Your Document",id:"organizing-your-document",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Setting the Time Frame",id:"setting-the-time-frame",level:3},{value:"Setting BCC",id:"setting-bcc",level:3},{value:"Auto reminder",id:"auto-reminder",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Step 2: Proceed to Document Creation Panel",id:"step-2-proceed-to-document-creation-panel",level:3},{value:"Step 3: Document Creation",id:"step-3-document-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"Add Widgets for Signers",id:"add-widgets-for-signers",level:3},{value:"\u2699\ufe0f Widget Options",id:"\ufe0f-widget-options",level:4},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Step 4: Next:",id:"step-4-next",level:3},{value:"Step 5: Send Mail",id:"step-5-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 6: Email OTP verification",id:"step-6-email-otp-verification",level:3},{value:"Step 7: Finalizing the Process:",id:"step-7-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,s.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/65087c2d-a1e4-4735-8420-759ea97b38aa"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-document-details-and-signers",children:"Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number)."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"organizing-your-document",children:"Organizing Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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\u2122 Drive\"."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[7] Send in Order"})}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsx)(n.h3,{id:"setting-the-time-frame",children:"Setting the Time Frame"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8] Time To Complete (Days)"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc",children:"Setting BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9] BCC"}),': The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder",children:"Auto reminder"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10]"})," 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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": You can specify the reminder interval in days (e.g., every 1 or every 2 days).\nNote: 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.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[11] Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.'}),"\n",(0,s.jsx)(n.li,{children:'If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[13]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[15]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-2-proceed-to-document-creation-panel",children:"Step 2: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-document-creation",children:"Step 3: Document Creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.h3,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/25997f4c-6fbf-4851-b8a8-a803c3343f87"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[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.\nUse 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."]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting : The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc"}),"\n",(0,s.jsx)(n.p,{children:"The widget settings panel provides additional customization options, including:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsx)(n.li,{children:"Custom JavaScript validations using regular expressions"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"For example:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection. Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Checkbox widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection. Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process. After placing the Image widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Navigating Between Pages in OpenSign\u2122"}),"\nTo navigate between pages of a document that you have uploaded either click on the previous page \u2227 & V next page buttons at the top or click on any of the page previews loaded on the left side."]}),"\n",(0,s.jsx)("img",{width:"918",alt:"OpenSign Page controls",src:"https://github.com/user-attachments/assets/c577e165-f8ac-45c7-bc6f-d499c710a7ed"}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-4-next",children:"Step 4: Next:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": After adding the widgets and signatures, click the 'Next' button. The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-5-send-mail",children:"Step 5: Send Mail"}),"\n",(0,s.jsx)(n.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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(n.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(n.h3,{id:"step-6-email-otp-verification",children:"Step 6: Email OTP verification"}),"\n",(0,s.jsx)(n.p,{children:"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\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(n.h3,{id:"step-7-finalizing-the-process",children:"Step 7: Finalizing the Process:"}),"\n",(0,s.jsx)(n.p,{children:"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."}),"\n",(0,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(n.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(n.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}},28453:(e,n,i)=>{i.d(n,{R:()=>r,x:()=>o});var t=i(96540);const s={},l=t.createContext(s);function r(e){const n=t.useContext(l);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function o(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:r(e.components),t.createElement(l.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/d1393a72.d0fc12ab.js b/assets/js/d1393a72.d0fc12ab.js new file mode 100644 index 000000000..7a3271799 --- /dev/null +++ b/assets/js/d1393a72.d0fc12ab.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[841],{20412:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"}}');var s=i(74848),l=i(28453);const r={sidebar_position:2,title:"Request signatures"},o="Request signatures using OpenSign\u2122",d={},a=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Document Details And Signers",id:"entering-document-details-and-signers",level:3},{value:"Organizing Your Document",id:"organizing-your-document",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Setting the Time Frame",id:"setting-the-time-frame",level:3},{value:"Setting BCC",id:"setting-bcc",level:3},{value:"Auto reminder",id:"auto-reminder",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Step 2: Proceed to Document Creation Panel",id:"step-2-proceed-to-document-creation-panel",level:3},{value:"Step 3: Document Creation",id:"step-3-document-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"Add Widgets for Signers",id:"add-widgets-for-signers",level:3},{value:"\u2699\ufe0f Widget Options",id:"\ufe0f-widget-options",level:4},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Step 4: Next:",id:"step-4-next",level:3},{value:"Step 5: Send Mail",id:"step-5-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 6: Email OTP verification",id:"step-6-email-otp-verification",level:3},{value:"Step 7: Finalizing the Process:",id:"step-7-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,s.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/65087c2d-a1e4-4735-8420-759ea97b38aa"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.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,s.jsx)(n.h3,{id:"entering-document-details-and-signers",children:"Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number)."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"organizing-your-document",children:"Organizing Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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\u2122 Drive\"."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[7] Send in Order"})}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsx)(n.h3,{id:"setting-the-time-frame",children:"Setting the Time Frame"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8] Time To Complete (Days)"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc",children:"Setting BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9] BCC"}),': The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder",children:"Auto reminder"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10]"})," 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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": You can specify the reminder interval in days (e.g., every 1 or every 2 days).\nNote: 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.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[11] Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.'}),"\n",(0,s.jsx)(n.li,{children:'If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[13]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[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."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"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."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[15]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-2-proceed-to-document-creation-panel",children:"Step 2: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-document-creation",children:"Step 3: Document Creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Draw"})," \u2013 Allows the user to draw directly in this widget; use it when a prefill drawing is required."]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.h3,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/25997f4c-6fbf-4851-b8a8-a803c3343f87"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[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.\nUse 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."]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.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,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting : The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc"}),"\n",(0,s.jsx)(n.p,{children:"The widget settings panel provides additional customization options, including:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsx)(n.li,{children:"Custom JavaScript validations using regular expressions"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"For example:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection. Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Checkbox widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection. Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process. After placing the Image widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Navigating Between Pages in OpenSign\u2122"}),"\nTo navigate between pages of a document that you have uploaded either click on the previous page \u2227 & V next page buttons at the top or click on any of the page previews loaded on the left side."]}),"\n",(0,s.jsx)("img",{width:"918",alt:"OpenSign Page controls",src:"https://github.com/user-attachments/assets/c577e165-f8ac-45c7-bc6f-d499c710a7ed"}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-4-next",children:"Step 4: Next:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": After adding the widgets and signatures, click the 'Next' button. The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-5-send-mail",children:"Step 5: Send Mail"}),"\n",(0,s.jsx)(n.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,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.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,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(n.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(n.h3,{id:"step-6-email-otp-verification",children:"Step 6: Email OTP verification"}),"\n",(0,s.jsx)(n.p,{children:"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\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(n.h3,{id:"step-7-finalizing-the-process",children:"Step 7: Finalizing the Process:"}),"\n",(0,s.jsx)(n.p,{children:"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."}),"\n",(0,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(n.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(n.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on 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+++ b/blog/first-blog-post/index.html @@ -5,7 +5,7 @@ First Blog Post | OpenSign™ - + diff --git a/blog/index.html b/blog/index.html index ff7112a7f..16e126981 100644 --- a/blog/index.html +++ 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 5ab8bf1f8..c80a0d5ec 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 c799a1886..374650bd1 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 afd4087d2..08b24daa7 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 78585bede..0d216ecd3 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 e4a0abb1f..31539e91e 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 413aaba69..8bab1d319 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 05936ef08..1b48a45ee 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 6d091e1da..14a9aa555 100644 --- a/blog/welcome/index.html +++ b/blog/welcome/index.html @@ -5,7 +5,7 @@ Welcome | OpenSign™ - + diff --git a/docs/API-docs/api-intro/index.html b/docs/API-docs/api-intro/index.html index 121e004b1..a3ccced7c 100644 --- a/docs/API-docs/api-intro/index.html +++ b/docs/API-docs/api-intro/index.html @@ -5,7 +5,7 @@ OpenSign APIs | OpenSign™ - + diff --git a/docs/API-docs/v1.1/contactlist/index.html b/docs/API-docs/v1.1/contactlist/index.html index 1e69ab5a5..342773049 100644 --- a/docs/API-docs/v1.1/contactlist/index.html +++ b/docs/API-docs/v1.1/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createcontact/index.html b/docs/API-docs/v1.1/createcontact/index.html index 4d0d34aea..9de8824e8 100644 --- a/docs/API-docs/v1.1/createcontact/index.html +++ b/docs/API-docs/v1.1/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createdocument/index.html b/docs/API-docs/v1.1/createdocument/index.html index 6207609bb..1876a50ea 100644 --- a/docs/API-docs/v1.1/createdocument/index.html +++ b/docs/API-docs/v1.1/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html index 89434207a..e0423b603 100644 --- a/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createfolder/index.html b/docs/API-docs/v1.1/createfolder/index.html index 3913f8151..593922b3b 100644 --- a/docs/API-docs/v1.1/createfolder/index.html +++ b/docs/API-docs/v1.1/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createtemplate/index.html b/docs/API-docs/v1.1/createtemplate/index.html index e39c723b0..6de45115a 100644 --- a/docs/API-docs/v1.1/createtemplate/index.html +++ b/docs/API-docs/v1.1/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/delete-template/index.html b/docs/API-docs/v1.1/delete-template/index.html index cd411fae5..b61461de8 100644 --- a/docs/API-docs/v1.1/delete-template/index.html +++ b/docs/API-docs/v1.1/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/delete-webhook/index.html b/docs/API-docs/v1.1/delete-webhook/index.html index edfe1b168..e8375613e 100644 --- a/docs/API-docs/v1.1/delete-webhook/index.html +++ b/docs/API-docs/v1.1/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletecontact/index.html b/docs/API-docs/v1.1/deletecontact/index.html index a7141551e..3409b0a2a 100644 --- a/docs/API-docs/v1.1/deletecontact/index.html +++ b/docs/API-docs/v1.1/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletedocument/index.html b/docs/API-docs/v1.1/deletedocument/index.html index 3f72b5f53..bd762ffae 100644 --- a/docs/API-docs/v1.1/deletedocument/index.html +++ b/docs/API-docs/v1.1/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletefolder/index.html b/docs/API-docs/v1.1/deletefolder/index.html index ca586ce24..364132f4d 100644 --- a/docs/API-docs/v1.1/deletefolder/index.html +++ b/docs/API-docs/v1.1/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/draftdocument/index.html b/docs/API-docs/v1.1/draftdocument/index.html index e572a3782..94bc3a537 100644 --- a/docs/API-docs/v1.1/draftdocument/index.html +++ b/docs/API-docs/v1.1/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/drafttemplate/index.html b/docs/API-docs/v1.1/drafttemplate/index.html index fa0778fbc..06443f58d 100644 --- a/docs/API-docs/v1.1/drafttemplate/index.html +++ b/docs/API-docs/v1.1/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/folderlist/index.html b/docs/API-docs/v1.1/folderlist/index.html index e6a328d40..d2aaa53c7 100644 --- a/docs/API-docs/v1.1/folderlist/index.html +++ b/docs/API-docs/v1.1/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-template/index.html b/docs/API-docs/v1.1/get-template/index.html index b1cf96710..ebbada6c9 100644 --- a/docs/API-docs/v1.1/get-template/index.html +++ b/docs/API-docs/v1.1/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-user/index.html b/docs/API-docs/v1.1/get-user/index.html index 303fd5d15..a8a0264b3 100644 --- a/docs/API-docs/v1.1/get-user/index.html +++ b/docs/API-docs/v1.1/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-webhook/index.html b/docs/API-docs/v1.1/get-webhook/index.html index d5a535bcc..ae2ba7972 100644 --- a/docs/API-docs/v1.1/get-webhook/index.html +++ b/docs/API-docs/v1.1/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getcontact/index.html b/docs/API-docs/v1.1/getcontact/index.html index 1e859f98e..4e370554b 100644 --- a/docs/API-docs/v1.1/getcontact/index.html +++ b/docs/API-docs/v1.1/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getcredits/index.html b/docs/API-docs/v1.1/getcredits/index.html index 1ef7d8524..6d194c806 100644 --- a/docs/API-docs/v1.1/getcredits/index.html +++ b/docs/API-docs/v1.1/getcredits/index.html @@ -5,7 +5,7 @@ Get your API credits | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getdocument/index.html b/docs/API-docs/v1.1/getdocument/index.html index df6c11bad..90fbd7184 100644 --- a/docs/API-docs/v1.1/getdocument/index.html +++ b/docs/API-docs/v1.1/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getdocumentlist/index.html b/docs/API-docs/v1.1/getdocumentlist/index.html index 0f99d3940..c0a0e9865 100644 --- a/docs/API-docs/v1.1/getdocumentlist/index.html +++ b/docs/API-docs/v1.1/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getfolder/index.html b/docs/API-docs/v1.1/getfolder/index.html index 800839c3a..65f03cc93 100644 --- a/docs/API-docs/v1.1/getfolder/index.html +++ b/docs/API-docs/v1.1/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getformdata/index.html b/docs/API-docs/v1.1/getformdata/index.html index d445fea14..7505c3d86 100644 --- a/docs/API-docs/v1.1/getformdata/index.html +++ b/docs/API-docs/v1.1/getformdata/index.html @@ -5,7 +5,7 @@ Get Formdata | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getsignerips/index.html b/docs/API-docs/v1.1/getsignerips/index.html index 5294edfcd..7e027f0d3 100644 --- a/docs/API-docs/v1.1/getsignerips/index.html +++ b/docs/API-docs/v1.1/getsignerips/index.html @@ -5,7 +5,7 @@ Get Signer IPs | OpenSign™ - + diff --git a/docs/API-docs/v1.1/gettemplatelist/index.html b/docs/API-docs/v1.1/gettemplatelist/index.html index eca899013..31ab4bec4 100644 --- a/docs/API-docs/v1.1/gettemplatelist/index.html +++ b/docs/API-docs/v1.1/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/index.html b/docs/API-docs/v1.1/index.html index f3ce52880..4c014d96d 100644 --- a/docs/API-docs/v1.1/index.html +++ b/docs/API-docs/v1.1/index.html @@ -5,7 +5,7 @@ OpenSign API v1.1 | OpenSign™ - + diff --git a/docs/API-docs/v1.1/intro/index.html b/docs/API-docs/v1.1/intro/index.html index 15ccd65cf..3e3a47e55 100644 --- a/docs/API-docs/v1.1/intro/index.html +++ b/docs/API-docs/v1.1/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + 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 index 044f60b30..9a4197c0d 100644 --- 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 @@ -5,7 +5,7 @@ OpenSign API v1.1 | OpenSign™ - + diff --git a/docs/API-docs/v1.1/publictemplate/index.html b/docs/API-docs/v1.1/publictemplate/index.html index c02e80840..e91e6c3b3 100644 --- a/docs/API-docs/v1.1/publictemplate/index.html +++ b/docs/API-docs/v1.1/publictemplate/index.html @@ -5,7 +5,7 @@ Public Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/resendrequestmail/index.html b/docs/API-docs/v1.1/resendrequestmail/index.html index 1bad29413..f23d0afae 100644 --- a/docs/API-docs/v1.1/resendrequestmail/index.html +++ b/docs/API-docs/v1.1/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/v1.1/revokedocument/index.html b/docs/API-docs/v1.1/revokedocument/index.html index 6bf6d866d..e99eda666 100644 --- a/docs/API-docs/v1.1/revokedocument/index.html +++ b/docs/API-docs/v1.1/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/save-update-webhook/index.html b/docs/API-docs/v1.1/save-update-webhook/index.html index 581cea393..fd4b5ea5d 100644 --- a/docs/API-docs/v1.1/save-update-webhook/index.html +++ b/docs/API-docs/v1.1/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/selfsign/index.html b/docs/API-docs/v1.1/selfsign/index.html index 687468eb5..823034311 100644 --- a/docs/API-docs/v1.1/selfsign/index.html +++ b/docs/API-docs/v1.1/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/v1.1/update-document/index.html b/docs/API-docs/v1.1/update-document/index.html index 1b1e910c9..4a7e35a85 100644 --- a/docs/API-docs/v1.1/update-document/index.html +++ b/docs/API-docs/v1.1/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/update-template/index.html b/docs/API-docs/v1.1/update-template/index.html index e266d2d9d..034b4da3b 100644 --- a/docs/API-docs/v1.1/update-template/index.html +++ b/docs/API-docs/v1.1/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/updatefolder/index.html b/docs/API-docs/v1.1/updatefolder/index.html index b48c44c27..08ec8441c 100644 --- a/docs/API-docs/v1.1/updatefolder/index.html +++ b/docs/API-docs/v1.1/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/contactlist/index.html b/docs/API-docs/v1/contactlist/index.html index 035e3104b..0ac355345 100644 --- a/docs/API-docs/v1/contactlist/index.html +++ b/docs/API-docs/v1/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/v1/createcontact/index.html b/docs/API-docs/v1/createcontact/index.html index 9bef3d045..e158a6f4f 100644 --- a/docs/API-docs/v1/createcontact/index.html +++ b/docs/API-docs/v1/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/createdocument/index.html b/docs/API-docs/v1/createdocument/index.html index 70ad7ac6e..74e6620eb 100644 --- a/docs/API-docs/v1/createdocument/index.html +++ b/docs/API-docs/v1/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/v1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1/createdocumentwithtemplateid/index.html index cc573fa86..5dfdb7031 100644 --- a/docs/API-docs/v1/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/v1/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/v1/createfolder/index.html b/docs/API-docs/v1/createfolder/index.html index d1aea0f4c..c8bcee373 100644 --- a/docs/API-docs/v1/createfolder/index.html +++ b/docs/API-docs/v1/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/createtemplate/index.html b/docs/API-docs/v1/createtemplate/index.html index bbc9b6992..5573302f0 100644 --- a/docs/API-docs/v1/createtemplate/index.html +++ b/docs/API-docs/v1/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/v1/delete-template/index.html b/docs/API-docs/v1/delete-template/index.html index 1f0bffd7b..e88f0b4ff 100644 --- a/docs/API-docs/v1/delete-template/index.html +++ b/docs/API-docs/v1/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/v1/delete-webhook/index.html b/docs/API-docs/v1/delete-webhook/index.html index 2aa337b3c..8b33b248c 100644 --- a/docs/API-docs/v1/delete-webhook/index.html +++ b/docs/API-docs/v1/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/deletecontact/index.html b/docs/API-docs/v1/deletecontact/index.html index b2da9fa08..38ae9befb 100644 --- a/docs/API-docs/v1/deletecontact/index.html +++ b/docs/API-docs/v1/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/deletedocument/index.html b/docs/API-docs/v1/deletedocument/index.html index 2f56023ed..289e20555 100644 --- a/docs/API-docs/v1/deletedocument/index.html +++ b/docs/API-docs/v1/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/v1/deletefolder/index.html b/docs/API-docs/v1/deletefolder/index.html index 6e277e26d..a569e5b62 100644 --- a/docs/API-docs/v1/deletefolder/index.html +++ b/docs/API-docs/v1/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/draftdocument/index.html b/docs/API-docs/v1/draftdocument/index.html index 3d87c8fe2..62b1d3cf0 100644 --- a/docs/API-docs/v1/draftdocument/index.html +++ b/docs/API-docs/v1/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/v1/drafttemplate/index.html b/docs/API-docs/v1/drafttemplate/index.html index 45a598458..b1ced0b28 100644 --- a/docs/API-docs/v1/drafttemplate/index.html +++ b/docs/API-docs/v1/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/v1/folderlist/index.html b/docs/API-docs/v1/folderlist/index.html index c081c533d..2b1905e34 100644 --- a/docs/API-docs/v1/folderlist/index.html +++ b/docs/API-docs/v1/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/v1/get-template/index.html b/docs/API-docs/v1/get-template/index.html index a7e86b629..901a6f86c 100644 --- a/docs/API-docs/v1/get-template/index.html +++ b/docs/API-docs/v1/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/v1/get-user/index.html b/docs/API-docs/v1/get-user/index.html index cad8e0b58..5251384c6 100644 --- a/docs/API-docs/v1/get-user/index.html +++ b/docs/API-docs/v1/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/v1/get-webhook/index.html b/docs/API-docs/v1/get-webhook/index.html index 2828e8f70..dec13405d 100644 --- a/docs/API-docs/v1/get-webhook/index.html +++ b/docs/API-docs/v1/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/getcontact/index.html b/docs/API-docs/v1/getcontact/index.html index 70cdda85b..77826db5f 100644 --- a/docs/API-docs/v1/getcontact/index.html +++ b/docs/API-docs/v1/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/getdocument/index.html b/docs/API-docs/v1/getdocument/index.html index c9bb0de95..2614d72ee 100644 --- a/docs/API-docs/v1/getdocument/index.html +++ b/docs/API-docs/v1/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/v1/getdocumentlist/index.html b/docs/API-docs/v1/getdocumentlist/index.html index 4dc3ce036..9af68419f 100644 --- a/docs/API-docs/v1/getdocumentlist/index.html +++ b/docs/API-docs/v1/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/v1/getfolder/index.html b/docs/API-docs/v1/getfolder/index.html index dbbb63986..4bbd3caf6 100644 --- a/docs/API-docs/v1/getfolder/index.html +++ b/docs/API-docs/v1/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/gettemplatelist/index.html b/docs/API-docs/v1/gettemplatelist/index.html index a1813a6cb..f3b4a119f 100644 --- a/docs/API-docs/v1/gettemplatelist/index.html +++ b/docs/API-docs/v1/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/v1/index.html b/docs/API-docs/v1/index.html index 35348dd0b..26abd66f8 100644 --- a/docs/API-docs/v1/index.html +++ b/docs/API-docs/v1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/v1/intro/index.html b/docs/API-docs/v1/intro/index.html index e6525c317..60f6fab1f 100644 --- a/docs/API-docs/v1/intro/index.html +++ b/docs/API-docs/v1/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/v1/opensign-api-v-1/index.html b/docs/API-docs/v1/opensign-api-v-1/index.html index 6d995ce56..8685b6d5e 100644 --- a/docs/API-docs/v1/opensign-api-v-1/index.html +++ b/docs/API-docs/v1/opensign-api-v-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/v1/resendrequestmail/index.html b/docs/API-docs/v1/resendrequestmail/index.html index 556893779..ae65ce084 100644 --- a/docs/API-docs/v1/resendrequestmail/index.html +++ b/docs/API-docs/v1/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/v1/revokedocument/index.html b/docs/API-docs/v1/revokedocument/index.html index 51e50cfdc..4fcfad356 100644 --- a/docs/API-docs/v1/revokedocument/index.html +++ b/docs/API-docs/v1/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/v1/save-update-webhook/index.html b/docs/API-docs/v1/save-update-webhook/index.html index 5e4173f5d..87e5c1438 100644 --- a/docs/API-docs/v1/save-update-webhook/index.html +++ b/docs/API-docs/v1/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/selfsign/index.html b/docs/API-docs/v1/selfsign/index.html index 6e863538c..a25396450 100644 --- a/docs/API-docs/v1/selfsign/index.html +++ b/docs/API-docs/v1/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/v1/update-document/index.html b/docs/API-docs/v1/update-document/index.html index ebfb5e7a6..752c3c1ff 100644 --- a/docs/API-docs/v1/update-document/index.html +++ b/docs/API-docs/v1/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/v1/update-template/index.html b/docs/API-docs/v1/update-template/index.html index a58e9aa6d..43965518e 100644 --- a/docs/API-docs/v1/update-template/index.html +++ b/docs/API-docs/v1/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/v1/updatefolder/index.html b/docs/API-docs/v1/updatefolder/index.html index 7b53c03f3..9a614f35a 100644 --- a/docs/API-docs/v1/updatefolder/index.html +++ b/docs/API-docs/v1/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 01d76283d..ad65e66ab 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/console/index.html b/docs/category/console/index.html index a034b5a16..dae5a0fee 100644 --- a/docs/category/console/index.html +++ b/docs/category/console/index.html @@ -5,7 +5,7 @@ Console | OpenSign™ - + diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html index f0f1087ca..5fd2f56fd 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 4dcf0d8bb..22e3d9050 100644 --- a/docs/category/docker/index.html +++ b/docs/category/docker/index.html @@ -5,7 +5,7 @@ Docker | OpenSign™ - + diff --git a/docs/category/documents/index.html b/docs/category/documents/index.html index 8c901f4c8..9c93689c2 100644 --- a/docs/category/documents/index.html +++ b/docs/category/documents/index.html @@ -5,7 +5,7 @@ Documents | OpenSign™ - + diff --git a/docs/category/faqs/index.html b/docs/category/faqs/index.html index c3d00bc42..01f620f6d 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 e9c53d51c..2da0b2044 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 f3e5aff7e..6cb89772d 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/settings/index.html b/docs/category/settings/index.html index a6d5f509f..b2491923c 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 ae1f0851c..f6fcae2a1 100644 --- a/docs/category/templates/index.html +++ b/docs/category/templates/index.html @@ -5,7 +5,7 @@ Templates | OpenSign™ - + diff --git a/docs/category/user-menu/index.html b/docs/category/user-menu/index.html index ced952939..704a35ede 100644 --- a/docs/category/user-menu/index.html +++ b/docs/category/user-menu/index.html @@ -5,7 +5,7 @@ User Menu | OpenSign™ - + diff --git a/docs/contribute/CODE_OF_CONDUCT/index.html b/docs/contribute/CODE_OF_CONDUCT/index.html index e1eaf0b72..68ffe4b7d 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 53d08886a..dc0e03243 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 1564f2f18..12f0876ac 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 38acddd7a..03efc9ce5 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 f341db34b..ea4f1709c 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 d71c0dbe2..8d63c32a1 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/Max File Upload Size/index.html b/docs/help/FAQs/Max File Upload Size/index.html index 33906b1df..f603b760f 100644 --- a/docs/help/FAQs/Max File Upload Size/index.html +++ b/docs/help/FAQs/Max File Upload Size/index.html @@ -5,7 +5,7 @@ Max File Upload Size | OpenSign™ - + diff --git a/docs/help/FAQs/User Deletion/index.html b/docs/help/FAQs/User Deletion/index.html index fc9cc65bc..45353a62c 100644 --- a/docs/help/FAQs/User Deletion/index.html +++ b/docs/help/FAQs/User Deletion/index.html @@ -5,7 +5,7 @@ User Deletion | OpenSign™ - + diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html index 90365e6f5..9792dc99d 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/edit-document-before-sending/index.html b/docs/help/New-Document/edit-document-before-sending/index.html index 0362cab68..1c90e4109 100644 --- a/docs/help/New-Document/edit-document-before-sending/index.html +++ b/docs/help/New-Document/edit-document-before-sending/index.html @@ -5,7 +5,7 @@ Editing Your Document Before Sending | OpenSign™ - + diff --git a/docs/help/New-Document/enforce-email-verification/index.html b/docs/help/New-Document/enforce-email-verification/index.html index 7d1d739ab..c0f7cc228 100644 --- a/docs/help/New-Document/enforce-email-verification/index.html +++ b/docs/help/New-Document/enforce-email-verification/index.html @@ -5,7 +5,7 @@ Enforce email OTP verification | OpenSign™ - + diff --git a/docs/help/New-Document/request-signatures/index.html b/docs/help/New-Document/request-signatures/index.html index ecda0412e..6e1fad69c 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™ - + @@ -137,6 +137,7 @@ Note: This feature is available exclusively on paid plans.
  • Radio Button – Prefill with a selected choice
  • Checkbox – Prefill as checked or unchecked
  • Image – Insert a default image (e.g., logo or stamp)
    • +
  • Draw – Allows the user to draw directly in this widget; use it when a prefill drawing is required.

    • Add Widgets for Signers​

    diff --git a/docs/help/New-Document/sign-yourself/index.html b/docs/help/New-Document/sign-yourself/index.html index f09e33681..ccdc9a669 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/New-Document/widgets/index.html b/docs/help/New-Document/widgets/index.html index 89ed1868c..bab45efb2 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™ - + diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html index 7763072c6..01676383b 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 ed4759d3a..b44ad13b3 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 81732f991..3897a0f15 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 8623f0453..633bc4725 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 45fdf2bd2..7f43b97c3 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/contactbook/index.html b/docs/help/Reports/contactbook/index.html index 1213fb5bc..7dd3a25f3 100644 --- a/docs/help/Reports/contactbook/index.html +++ b/docs/help/Reports/contactbook/index.html @@ -5,7 +5,7 @@ Contactbook | OpenSign™ - + diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html index 024ac7319..c6f62a244 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 419e4f2bf..808cf13b8 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 8a8143ca7..2773ea63a 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 7127e23ff..888660ffb 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 5a361f3fe..9d44c0e60 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/APIToken/index.html b/docs/help/Settings/APIToken/index.html index 97cbed322..b5e165c2d 100644 --- a/docs/help/Settings/APIToken/index.html +++ b/docs/help/Settings/APIToken/index.html @@ -5,7 +5,7 @@ API Token | OpenSign™ - + diff --git a/docs/help/Settings/Custom-email-templates/index.html b/docs/help/Settings/Custom-email-templates/index.html index e86287161..db69c5a78 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™ - + diff --git a/docs/help/Settings/Preferences/index.html b/docs/help/Settings/Preferences/index.html index 12de44e4b..82146d623 100644 --- a/docs/help/Settings/Preferences/index.html +++ b/docs/help/Settings/Preferences/index.html @@ -5,7 +5,7 @@ Preferences | OpenSign™ - + @@ -42,7 +42,7 @@

    👤 User-Level​

    Navigate to Settings > Preferences to configure user-level signature types.

    If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation.

    -signatures +signatures

    📄 Document-Level​

    While creating a document, users can specify allowed signature types.

    Only these will be available to the signer—useful for legal or regulatory requirements.

    @@ -96,7 +96,7 @@ These user-level settings will override the organization-level SMTP only if the
  • Choose one of the available SMTP options.

    • Once a user selects and configures any SMTP option, all emails will be sent using the user-level SMTP.

    -smtp at user level +smtp at user level

    🔗 Connect to Gmail​

    Send request-signature emails directly from your Gmail account.

    @@ -121,7 +121,7 @@ These user-level settings will override the organization-level SMTP only if the -Custom smtp +Custom smtp

    📤 OpenSign™ Default SMTP​

    If selected, all request-signature and completion emails will be sent using OpenSign’s built-in SMTP server.

    @@ -157,7 +157,7 @@ If the admin has configured a company-level SMTP, and the user has not set up th
  • Supports 12-hour and 24-hour formats.
  • Affects timestamps in certificates, logs, and webhooks.
    • -Time zone +Time zone

    🧪 LTV-Enabled Signatures​

    LTV (Long-Term Validation) ensures that signatures remain valid and verifiable even after certificates expire or are revoked.

    @@ -185,6 +185,17 @@ If the admin has configured a company-level SMTP, and the user has not set up th

    Note: This feature is available only in the paid plans of OpenSign.

    +

    Widgets​

    +

    Date Widget Setting​

    +

    Date Widget Preferences allow you to configure the default behavior of Date widgets across documents and templates. These settings are automatically applied whenever you add a new Date widget. You can still customize individual Date widgets later using the widget settings (gear icon).

    +
      +
    • Format: Select the default date format that will be used for all Date widgets.
      • +
    • Default Date: Set a predefined date that will automatically appear in the Date widget.
      • +
    • Signing Date: When enabled, the Date widget automatically captures the date on which the signer signs the document.
      • +
    • Read Only: When enabled, the Date widget becomes non-editable for the signer. +image +
      • +

    🔄 Multi-Level Custom Email Templates​

    OpenSign™ offers flexible control over email templates at two different levels:

    @@ -198,12 +209,12 @@ If the admin has configured a company-level SMTP, and the user has not set up th

    When Ursula sends a document to Sofia for signing, Sofia will receive the organization-level email template.
    If Adam enables Allow email template customization for users individually but Ursula does not set up her own template, the signers will still receive emails based on the organization-level template.

    Note: Organization-level email management is available only on Paid plans. This feature is not included in Free plans.

    -Email_templates +Email_templates

    👤 User Level​

    Users can configure their own email templates by navigating to Settings → Preferences.

    If a user sets up templates here, those templates will be used for sending request-signature emails and document-completion emails.

    -signatures +signatures

    Note: Customize email management is only available on Paid plans. This feature is not included in Free plans.

    How Request-Signature and Completion Email Templates Work​

      @@ -224,6 +235,6 @@ If the admin has configured a company-level SMTP, and the user has not set up th

      Passkeys offer a passwordless, phishing-resistant login experience using your device’s built-in security features such as fingerprint, Face ID, or PIN.

      👉 For full details on setting up Two-Factor Authentication (2FA) and Passkey Authentication:
      🔒 View Security Setup Guide

      -

      For more assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.

      +

      For more assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.

      \ No newline at end of file diff --git a/docs/help/Settings/SecurityManagement/index.html b/docs/help/Settings/SecurityManagement/index.html index 843ef6868..5494321ca 100644 --- a/docs/help/Settings/SecurityManagement/index.html +++ b/docs/help/Settings/SecurityManagement/index.html @@ -5,7 +5,7 @@ Security | OpenSign™ - + diff --git a/docs/help/Settings/Teams/index.html b/docs/help/Settings/Teams/index.html index e9477d64b..b7b147139 100644 --- a/docs/help/Settings/Teams/index.html +++ b/docs/help/Settings/Teams/index.html @@ -5,7 +5,7 @@ Manage Teams | OpenSign™ - + diff --git a/docs/help/Settings/Webhook/index.html b/docs/help/Settings/Webhook/index.html index 3965a9445..c62f415b3 100644 --- a/docs/help/Settings/Webhook/index.html +++ b/docs/help/Settings/Webhook/index.html @@ -5,7 +5,7 @@ Webhook | OpenSign™ - + diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index c8ab1f6af..942d32eaf 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 db3456ff6..3d08f0913 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 adf29a35a..789915964 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 ff9b86b6f..6beecd492 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,7 +5,7 @@ Create Templates | OpenSign™ - + @@ -123,24 +123,13 @@ Note: This feature is available exclusively on paid plans.

      📋 Supported Widgets for Prefill

        -
      • -

        Text Field – Names, job titles, company names, contract IDs

        -
        • -
      • -

        Date Field – Default signing date or contract start date

        -
        • -
      • -

        Dropdown – Preselect an option

        -
        • -
      • -

        Radio Button – Prefill with a selected choice

        -
        • -
      • -

        Checkbox – Prefill as checked or unchecked

        -
        • -
      • -

        Image – Insert a default image (e.g., logo or stamp)

        -
        • +
      • Text Field – Names, job titles, company names, contract IDs
        • +
      • Date Field – Default signing date or contract start date
        • +
      • Dropdown – Preselect an option
        • +
      • Radio Button – Prefill with a selected choice
        • +
      • Checkbox – Prefill as checked or unchecked
        • +
      • Image – Insert a default image (e.g., logo or stamp)
        • +
      • Draw – Allows the user to draw directly in this widget; use it when a prefill drawing is required.

      [1] Define roles and assign widgets:​

      Create Template diff --git a/docs/help/Templates/embed-template/index.html b/docs/help/Templates/embed-template/index.html index 084878552..459b492c6 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™ - + diff --git a/docs/help/Templates/manage-templates/index.html b/docs/help/Templates/manage-templates/index.html index ddac2e96f..f580899c0 100644 --- a/docs/help/Templates/manage-templates/index.html +++ b/docs/help/Templates/manage-templates/index.html @@ -5,7 +5,7 @@ Manage Templates | OpenSign™ - + diff --git a/docs/help/Templates/publicTemplate/index.html b/docs/help/Templates/publicTemplate/index.html index 70af8e19f..6e2f03c2a 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™ - + diff --git a/docs/help/Templates/quick-send/index.html b/docs/help/Templates/quick-send/index.html index 8bee05342..f9d3623fb 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™ - + diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 1d2903b5a..1e6265996 100644 --- a/docs/help/Templates/use-template/index.html +++ b/docs/help/Templates/use-template/index.html @@ -5,7 +5,7 @@ Use template to create documents | OpenSign™ - + diff --git a/docs/help/User Menu/Console/analystics/index.html b/docs/help/User Menu/Console/analystics/index.html index a0fa1594c..79c1fcee7 100644 --- a/docs/help/User Menu/Console/analystics/index.html +++ b/docs/help/User Menu/Console/analystics/index.html @@ -5,7 +5,7 @@ Analytics | OpenSign™ - + diff --git a/docs/help/User Menu/Console/branding/index.html b/docs/help/User Menu/Console/branding/index.html index 1094dd2ce..a4ac444f4 100644 --- a/docs/help/User Menu/Console/branding/index.html +++ b/docs/help/User Menu/Console/branding/index.html @@ -5,7 +5,7 @@ Branding | OpenSign™ - + diff --git a/docs/help/User Menu/Console/custom_filestorage/index.html b/docs/help/User Menu/Console/custom_filestorage/index.html index 760a29fd5..abb3fdcb5 100644 --- a/docs/help/User Menu/Console/custom_filestorage/index.html +++ b/docs/help/User Menu/Console/custom_filestorage/index.html @@ -5,7 +5,7 @@ Custom File Storage | OpenSign™ - + diff --git a/docs/help/User Menu/Console/emails/index.html b/docs/help/User Menu/Console/emails/index.html index da234e554..52dafa193 100644 --- a/docs/help/User Menu/Console/emails/index.html +++ b/docs/help/User Menu/Console/emails/index.html @@ -5,7 +5,7 @@ Mail | OpenSign™ - + diff --git a/docs/help/User Menu/Console/general/index.html b/docs/help/User Menu/Console/general/index.html index 920be1ed8..b93cf7971 100644 --- a/docs/help/User Menu/Console/general/index.html +++ b/docs/help/User Menu/Console/general/index.html @@ -5,7 +5,7 @@ General | OpenSign™ - + diff --git a/docs/help/User Menu/Console/globalSMTP/index.html b/docs/help/User Menu/Console/globalSMTP/index.html index 98a1cdb7c..d35582b74 100644 --- a/docs/help/User Menu/Console/globalSMTP/index.html +++ b/docs/help/User Menu/Console/globalSMTP/index.html @@ -5,7 +5,7 @@ Global SMTP | OpenSign™ - + diff --git a/docs/help/User Menu/Console/orgadmin/index.html b/docs/help/User Menu/Console/orgadmin/index.html index 4735d52ac..36b0af7d4 100644 --- a/docs/help/User Menu/Console/orgadmin/index.html +++ b/docs/help/User Menu/Console/orgadmin/index.html @@ -5,7 +5,7 @@ Org Admins | OpenSign™ - + diff --git a/docs/help/User Menu/Console/organizations/index.html b/docs/help/User Menu/Console/organizations/index.html index c31ba0c1d..3c6ba9717 100644 --- a/docs/help/User Menu/Console/organizations/index.html +++ b/docs/help/User Menu/Console/organizations/index.html @@ -5,7 +5,7 @@ Organizations | OpenSign™ - + diff --git a/docs/help/User Menu/Console/signing_certificate/index.html b/docs/help/User Menu/Console/signing_certificate/index.html index fb7b48f18..00440478c 100644 --- a/docs/help/User Menu/Console/signing_certificate/index.html +++ b/docs/help/User Menu/Console/signing_certificate/index.html @@ -5,7 +5,7 @@ Custom Signing Certificate | OpenSign™ - + diff --git a/docs/help/User Menu/Profile/index.html b/docs/help/User Menu/Profile/index.html index 80b965beb..146a4afc6 100644 --- a/docs/help/User Menu/Profile/index.html +++ b/docs/help/User Menu/Profile/index.html @@ -5,7 +5,7 @@ Profile | OpenSign™ - + diff --git a/docs/help/intro/index.html b/docs/help/intro/index.html index 956ae97ce..ff904c7ff 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 75e0397da..bb8f7e515 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 31b82fca9..b5a0cf10d 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 d8214fd82..b64d9c5ec 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 c0f174062..ca3165b8f 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/docker/upgrade-deployment/index.html b/docs/self-host/docker/upgrade-deployment/index.html index c23dee193..ab2723a31 100644 --- a/docs/self-host/docker/upgrade-deployment/index.html +++ b/docs/self-host/docker/upgrade-deployment/index.html @@ -5,7 +5,7 @@ OpenSign™ Self-Hosted 'Upgrade Deployment' Guide Using Docker on Linux, macOS, or Windows | OpenSign™ - + diff --git a/docs/self-host/guides/azure-vm-setup/index.html b/docs/self-host/guides/azure-vm-setup/index.html index 2580e4466..0970ba12b 100644 --- a/docs/self-host/guides/azure-vm-setup/index.html +++ b/docs/self-host/guides/azure-vm-setup/index.html @@ -5,7 +5,7 @@ OpenSign Deployment Guide on Azure VM via command-line | OpenSign™ - + diff --git a/docs/self-host/guides/env-variables/index.html b/docs/self-host/guides/env-variables/index.html index 9cae7bd98..022e8f7c0 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 282574bc2..ee0f9dec3 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 1b579aca9..ea803f6a3 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 d7c58ea19..adc707fa1 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 f15f6a164..b14911484 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 7b2e38890..5aae7c865 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +