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Update request-signatures.md

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help document updated for condtional logic on the request signatrue page.
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pravin
2026-06-26 18:51:20 +05:30
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commit cb062d2668
1 changed files with 54 additions and 29 deletions
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docs/docs/help/New-Document/request-signatures.md
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@@ -14,7 +14,7 @@ The OpenSign™ Request signatures interface is designed to streamline the proce
### Step 1: Begin New Document Creation
- **Navigate to Request Signatures form**: Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures.
-
<img width="866" alt="requets signature" src="https://github.com/user-attachments/assets/f3edeafa-66d1-416a-854e-ce666f27e7b7" />
### Uploading Your Document
@@ -153,7 +153,7 @@ The **Prefill Widgets** feature lets document creators prefill specific fields b
---
## Signers/Recipients
Below the **Prefill Role** section, you'll find the list of signers that were added while creating the document. From this panel, you can select a recipient to assign widgets or use the **Add Recipient** option to include additional signers.
Below the **Prefill** section, you'll find the list of signers that were added while creating the document. From this panel, you can select a recipient to assign widgets or use the **Add Recipient** option to include additional signers.
Each recipient can be assigned one of the following roles:
@@ -169,12 +169,18 @@ The **Access Code** feature in OpenSign adds an extra layer of security to your
<img width="866" alt="Access code" src="https://github.com/user-attachments/assets/e227e069-ee56-41ee-832d-b2c210cd3d63" />
### How the Access Code Works
1. The document owner can enable Access Code protection by clicking the Lock icon next to the signer's details. This opens the Access Code dialog, where the owner can enter a unique 6-digit numeric access code(for example, 809966). After entering the code, click Save to assign it to the signer.
2. Send the document for signature.
3. The signer receives the email invitation containing the document signing link.
4. When the signer clicks the signing link, they are prompted to enter the assigned 6-digit access code before accessing the document.
5. If the signer enters the correct access code, the document opens and they can proceed with signing.
6. If the signer enters an incorrect access code, access to the document is denied until the correct 6-digit numeric access code is provided.
1. The document owner can enable **Access Code** protection by clicking the **Lock** icon next to the signer's details. This opens the **Access Code** dialog, where the owner can enter a unique **6-digit numeric access code** (for example, `809966`). After entering the code, click **Save** to assign it to the signer.
2. Send the document for signature.
3. The signer receives an email invitation containing the document signing link. Alternatively, the document owner can share the signing link manually through another secure communication channel, such as SMS, a messaging application, or email.
4. When the signer opens the document signing link, they are prompted to enter the assigned **6-digit access code** before they can access the document. The signer must obtain this access code directly from the document owner, who should share it using a separate and secure communication channel (such as a phone call, SMS, or messaging application).
5. If the signer enters the correct access code, the document opens and they can proceed with reviewing and signing it.
6. If the signer enters an incorrect access code, access to the document is denied. The signer must enter the correct **6-digit numeric access code** provided by the document owner to continue.
---
## Add Widgets for Signers
### 1. Add a Signature Widget
@@ -279,50 +285,69 @@ The Text Input widget also supports **Conditional Logic**, allowing you to dynam
Conditional Logic enables the Text Input widget to respond dynamically based on values from other widgets.
Depending on the configured rule, the Text Input field can:
- Show the field
- Hide the field
- Make the field Required
- Make the field Optional
## Supported Conditions
The **Text Input** widget supports conditional logic based on the values of other widgets.
The available conditions depend on the selected trigger widget.
Depending on the selected trigger widget, the following conditions are available.
### Text Input
- Equals
- Does Not Equal
### Text Input
Example
If TextInput1 = HR
Then ``` Show the textinput2 ```
Supported operators:
- **Equals**
- **Does Not Equal**
**Example** If the value entered in **TextInput1** is equal to **HR**, then **TextInput2** is displayed.
```text Condition: TextInput1 = HR Action: Show TextInput2 ```
---
### Number
Supported operators:
- Equals
- Does Not Equal
Example
If ``` number_widget1 = 5 ```
Then ``` Show TextInput1 ```
- **Any Condition (OR)**
### Any Condition (OR)
The configured action is performed when at least one condition is satisfied.
When **Any Condition (OR)** is selected, the configured action is performed if **at least one** of the specified conditions is satisfied.
Example
**Example**
text Condition 1: Number Field = 10 OR Condition 2: Checkbox = Checked
Action:
``` Number Field = 10 OR Checkbox = Checked
↓
Show TextInput1
```
**TextInput1** is displayed if either the Number field equals **10** or the Checkbox is checked.
## Example
| Property | Value |
|----------|-------|
| **Trigger Widget** | Number |
| **Condition** | Equals |
| **Condition Value** | 5 |
| **Condition 2 checkbox** | checked |
| **Action** | Show TextInput1 |
**Result**: The configured TextInput1 field is displayed when either of the following conditions is met:
The signer enters 10 in the Number field, or
The signer selects any checkbox option.
---
# Example 1
Trigger Widget ``` Number ``` Condition ``` Equals 5 ``` Action ``` Show Text Input ``` Result When the signer enters **5**, the Text Input field becomes visible.
the conditional logic for textinput field can be applied with the following widgets
checkbox (read more)
dropdown (read more)
Radio buttons (read more)
- 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.