mirror of
https://github.com/OpenSignLabs/OpenSign.git
synced 2026-08-24 16:42:33 +02:00
prafull-opensignlabs
@@ -5,23 +5,23 @@ title: Editing Your Document Before Sending
|
||||
|
||||
# How to edit a document before sending in OpenSign™?
|
||||
|
||||
OpenSign™ lets you polish your PDF before you send it out—whether you’re signing it yourself, requesting signatures, or saving it as a template. You get three core editing controls right in the preview:
|
||||
OpenSign™ lets you polish your PDF before you send it out—whether you’re signing it yourself, requesting signatures, or saving it as a template. You get four core editing controls right in the preview:
|
||||
|
||||
1. **Add Pages**
|
||||
<img width="918" alt="page controls" src="https://github.com/user-attachments/assets/915951f5-4938-4265-8067-950a35d59b7f" />
|
||||
|
||||
* Click the **“+”** icon.
|
||||
* Upload one or more PDF files.
|
||||
* New pages are appended to the end of your current document.
|
||||
- **Add Pages**
|
||||
In the left-side panel, users will see an **"Add" button**. Clicking it allows users to select and merge new documents into the current one.
|
||||
|
||||
2. **Rotate Pages**
|
||||
- **Delete Page**
|
||||
An option is available to **delete** any unwanted page from the document.
|
||||
|
||||
* Use the **left-rotate** or **right-rotate** icons on any page.
|
||||
* See the orientation update instantly in the real-time preview.
|
||||
- **Reorder Pages**
|
||||
Users can reorder pages by clicking the **"Reorder" button**, which opens a popup displaying all pages. Use the **Up** and **Down** arrows to change the order. Click **Save** to apply the new page order.
|
||||
|
||||
<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/c700ee21-1696-4768-964f-9ca2792bf13a" />
|
||||
|
||||
3. **Delete Pages**
|
||||
- **Zoom In / Zoom Out**
|
||||
Controls are available to **zoom in** or **zoom out** of the document view.
|
||||
|
||||
* Click the **trash bin** icon on the page you want to remove.
|
||||
* Confirm the deletion when prompted.
|
||||
* **Warning:** This action is permanent and cannot be undone.
|
||||
|
||||
|
||||
- **Rotate Page**
|
||||
Options are provided to **rotate pages** in both **clockwise** and **counterclockwise** directions.
|
||||
|
||||
@@ -59,7 +59,9 @@ This feature only available for the paid users.
|
||||
### Security Setting
|
||||
- **[11] Enable OTP Verification** :
|
||||
|
||||
If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.
|
||||
- If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.
|
||||
- If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.
|
||||
|
||||
Note: This feature is available exclusively on paid plans.
|
||||
|
||||
### Enable tour:
|
||||
|
||||
@@ -10,7 +10,7 @@ OpenSign Drive offers a streamlined way to manage, sign, and request signatures
|
||||
### 1. Accessing OpenSign Drive
|
||||
After logging into OpenSign, navigate to the left-hand sidebar and click on "OpenSign Drive." This will open the OpenSign Drive page where you can see all your stored files.
|
||||
|
||||
<img width="828" alt="OpenSign drive" src="https://github.com/user-attachments/assets/1159afaa-e7e4-4f6d-9087-e22ea7a0c840" />
|
||||
<img width="828" alt="OpenSign drive" src="https://github.com/user-attachments/assets/365cce22-899a-4162-a7a0-41a7b49504a3" />
|
||||
|
||||
### 2. Creating a New Folder
|
||||
Organizing your documents into folders helps you keep track of different categories of files.
|
||||
@@ -20,7 +20,7 @@ Organizing your documents into folders helps you keep track of different categor
|
||||
**Step 3:** A dialog box will prompt you to name your new folder. Enter a descriptive name and hit "Add."
|
||||
**Step 4:** Your new folder will appear in the main area of OpenSign Drive, ready to store your documents.
|
||||
|
||||
<img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/f0260329-d3b0-4c03-af1b-7231b4f2c6a4" />
|
||||
<img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/73dfb391-c184-45f6-8f06-e716ced258c0" />
|
||||
|
||||
### 3. Creating a New Document
|
||||
To create a document for self-signing or by requesting a signature, you can do so by selecting the appropriate option from OpenSign Drive.
|
||||
@@ -29,7 +29,7 @@ To create a document for self-signing or by requesting a signature, you can do s
|
||||
**Step 2:** This time, choose "Sign Yourself" or "Request Signatures" depending on whether you want to sign the document yourself or send it to others for their signatures.
|
||||
**Step 3:** When you select the "Sign Yourself" or "Request Signature" option, the document creation page will open, allowing you to enter details such as the document title, description, notes, and other necessary information. You can also choose an OpenSign Drive folder to store your document. Once you’ve selected the folder and created the document, it will be saved in that folder, making it easily accessible from your OpenSign Drive.
|
||||
|
||||
<img width="828" alt="Create new document" src="https://github.com/user-attachments/assets/97bd75ec-ea9d-4f1d-b514-b9e04ce856aa" />
|
||||
<img width="828" alt="Create new document" src="https://github.com/user-attachments/assets/8987b111-4fd3-4bbd-b8cb-32ee7959f05e" />
|
||||
|
||||
### 4. Organizing Documents
|
||||
After creating or uploading documents, it's crucial to organize them effectively. Here are some options available in OpenSign Drive for managing your documents:
|
||||
@@ -60,12 +60,12 @@ These indicators are represented by different icons on your documents, allowing
|
||||
- **Declined document (Red Exclamation Mark):** This icon highlights documents that require immediate action, indicating that the document has been declined.
|
||||
- **Expired (Gray Hourglass):** A gray hourglass indicates that the document is expired.
|
||||
|
||||
<img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/b488ef24-3db5-4323-a3b3-ed3c12a04291" />
|
||||
<img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/e56c01f8-2e9e-4acc-bd04-52a323303820" />
|
||||
|
||||
### 6. Filter and Sort Documents in OpenSign Drive
|
||||
OpenSign Drive provides a powerful and easy-to-use interface for managing your documents. To help you quickly find and organize your files, OpenSign Drive offers several sorting and filtering options, allowing you to arrange your documents by name or date, in either ascending or descending order.
|
||||
|
||||
<img width="861" alt="OpenSign filters" src="https://github.com/user-attachments/assets/af51e68a-730c-4203-8015-54b30da572f6" />
|
||||
<img width="861" alt="OpenSign filters" src="https://github.com/user-attachments/assets/1171d581-cb28-47bb-a5c9-632b6b458155" />
|
||||
|
||||
- **Sorting Documents by Name:**
|
||||
To sort your documents alphabetically:
|
||||
@@ -87,6 +87,17 @@ If you prefer to sort your documents based on when they were created or modified
|
||||
|
||||
These sorting features help you keep your documents organized, making it easier to locate specific files quickly, especially when you have a large number of documents stored in your OpenSign Drive.
|
||||
|
||||
### 7. Connect to google drive
|
||||
OpenSign provides the feature to store your signed and completed documents in your own Google Drive.
|
||||
- To use this feature, click the Drive icon located in the top-right corner. A popup will appear displaying the "Connect to Google Drive" button.
|
||||
- Click the button, then log in to your Gmail account and grant the necessary permissions. Once authorized, your OpenSign account will be connected to your Google Drive.
|
||||
|
||||
<img width="828" alt="Connect to gdrive" src="https://github.com/user-attachments/assets/66c1ca6a-40cb-4da9-90d3-b3880dfc8726" />
|
||||
|
||||
- After completing your first document, a folder named OpenSign™ will be created in your Google Drive. Your completed documents will be stored inside this folder.
|
||||
|
||||
<img width="828" alt="Gdrive opensign folder" src="https://github.com/user-attachments/assets/5248c443-682c-46d4-a9bc-cc09ef718c89" />
|
||||
|
||||
If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
|
||||
|
||||
Happy signing with OpenSign™!
|
||||
|
||||
@@ -3,7 +3,8 @@
|
||||
## Overview
|
||||
|
||||
This documentation provides an overview of the OpenSign™ Drive interface, detailing its key features, user interface elements and functionality.
|
||||
|
||||
|
||||
<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/625dac8f-7357-4f7e-9ab4-33c9f6732533" />
|
||||
|
||||
### Interface Elements
|
||||
|
||||
|
||||
@@ -2,7 +2,7 @@
|
||||
|
||||
The OpenSign™ Drive interface allows users to rename their documents efficiently.
|
||||
|
||||
|
||||
<img width="918" alt="Rename folder" src="https://github.com/user-attachments/assets/0dfddc33-1724-4712-9335-f141247ffda4" />
|
||||
|
||||
## Overview of User Interface
|
||||
|
||||
|
||||
Reference in New Issue
Block a user