diff --git a/docs/docs/help/New-Document/request-signatures.md b/docs/docs/help/New-Document/request-signatures.md index 7a5861ac3..01b81cc9a 100644 --- a/docs/docs/help/New-Document/request-signatures.md +++ b/docs/docs/help/New-Document/request-signatures.md @@ -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. -- + requets signature ### 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 Access code ### 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.