From cc68dd109f2a75de18412a77ab22d03a27fe0cc0 Mon Sep 17 00:00:00 2001 From: pravin Date: Wed, 30 Jul 2025 16:44:22 +0530 Subject: [PATCH] Update create-template.md Updated the images and content on the create template page. --- docs/docs/help/Templates/create-template.md | 72 ++++++++++++++++++++- 1 file changed, 69 insertions(+), 3 deletions(-) diff --git a/docs/docs/help/Templates/create-template.md b/docs/docs/help/Templates/create-template.md index 30f72c877..22a2e7c15 100644 --- a/docs/docs/help/Templates/create-template.md +++ b/docs/docs/help/Templates/create-template.md @@ -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))* + + Cells widget + + - 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**. + +Cells 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))* + +request signatures + + - 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. + +page controls + ### Save Template **Next button**: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template.