Update create-template.md

Updated the images and content on the create template page.
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pravin
2025-07-30 16:44:22 +05:30
committed by GitHub
parent 7943f1444f
commit cc68dd109f
+69 -3
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@@ -100,9 +100,57 @@ If set to "Yes," the signer will see the tour guide while signing the document.
- Copy : Clicking on this you can duplicate the Text widget.
- **Text Input**: After placing the Text Input widget, you will see the options on the widget such as:
- Setting icon: By clicking on the option, you can set the color and font.
- 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.
- Copy : Clicking on this you can duplicate the Text Input widget.
- Setting icon: The widget settings panel provides additional customization options, including:
- Manually entering the **number of cells**
- Choosing a **font color**
- Setting the **font size**
- Marking the field as **required** or **optional**
- Providing a **default value**
- Making the field **read-only**
- Adding a **hint**, which will be displayed on the widget for better clarity
- **Custom Validations** are also supported, including:
- Predefined formats like **SSN**, **email**, or **numeric values**
- Custom JavaScript validations using regular expressions
For example:
- `^\d+$` allows only digits
- `^[A-Z]+$` allows only uppercase letters
You can enter your regex pattern in the **Validations** field of the widget.
*(Optional reference: [JavaScript RegExp guide](https://www.w3schools.com/jsref/jsref_obj_regexp.asp))*
<img width="800" alt="Cells widget" src="https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014" />
- 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.
- Copy : Clicking on this you can duplicate the Text Input widget.
- **Cells**
The **Cells widget** is ideal for forms with table-like columns. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the **blue marker**.
<img width="800" alt="Cells widget" src="https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246" />
- Setting icon: The widget settings panel provides additional customization options, including:
- Manually entering the **number of cells**
- Choosing a **font color**
- Setting the **font size**
- Marking the field as **required** or **optional**
- Providing a **default value**
- Making the field **read-only**
- Adding a **hint**, which will be displayed on the widget for better clarity
- **Custom Validations** are also supported, including:
- Predefined formats like **SSN**, **email**, or **numeric values**
- Custom JavaScript validations using regular expressions
- For example:
- `^\d+$` allows only digits
- `^[A-Z]+$` allows only uppercase letters
You can enter your regex pattern in the **Validations** field of the widget.
*(Optional reference: [JavaScript RegExp guide](https://www.w3schools.com/jsref/jsref_obj_regexp.asp))*
<img width="800" alt="request signatures" src="https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c" />
- 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.
- Copy : Clicking on this you can duplicate the cells widget.
- **Checkbox**: 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.
- 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.
- Copy : Clicking on this you can duplicate the image widget.
@@ -121,6 +169,24 @@ If set to "Yes," the signer will see the tour guide while signing the document.
- 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.
- Copy : Clicking on this you can duplicate the email widget.
### 📄 Document Page Controls
- **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.
- **Delete Page**
An option is available to **delete** any unwanted page from the document.
- **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.
- **Zoom In / Zoom Out**
Controls are available to **zoom in** or **zoom out** of the document view.
- **Rotate Page**
Options are provided to **rotate pages** in both **clockwise** and **counterclockwise** directions.
<img width="918" alt="page controls" src="https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4" />
### Save Template
**Next button**: Once youve organized your widgets and set their properties, simply click the “Next” button to save your template.