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diff --git a/assets/js/611db08b.bc61a38c.js b/assets/js/611db08b.bc61a38c.js
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-"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[6007],{28453:(e,n,i)=>{i.d(n,{R:()=>l,x:()=>r});var t=i(96540);const o={},s=t.createContext(o);function l(e){const n=t.useContext(s);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function r(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:l(e.components),t.createElement(s.Provider,{value:n},e.children)}},98033:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>l,metadata:()=>t,toc:()=>d});const t=JSON.parse('{"id":"help/New-Document/sign-yourself","title":"Sign your-self","description":"Interface Overview","source":"@site/docs/help/New-Document/sign-yourself.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/sign-yourself","permalink":"/docs/help/New-Document/sign-yourself","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/sign-yourself.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Sign your-self"},"sidebar":"tutorialSidebar","previous":{"title":"Create New OpenSign Document","permalink":"/docs/category/create-new-opensign-document"},"next":{"title":"Request signatures","permalink":"/docs/help/New-Document/request-signatures"}}');var o=i(74848),s=i(28453);const l={sidebar_position:1,title:"Sign your-self"},r="Sign your-self using OpenSign\u2122",a={},d=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Uploading Your Document",id:"step-1-uploading-your-document",level:3},{value:"Step 2: Document Information",id:"step-2-document-information",level:3},{value:"Step 3: Document Organization",id:"step-3-document-organization",level:3},{value:"Step 4: Document creation and Signing",id:"step-4-document-creation-and-signing",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Step 5: Finalizing the Process:",id:"step-5-finalizing-the-process",level:3},{value:"Step 6: Print, download or send the document copy via email",id:"step-6-print-download-or-send-the-document-copy-via-email",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.R)(),...e.components};return(0,o.jsxs)(o.Fragment,{children:[(0,o.jsx)(n.header,{children:(0,o.jsx)(n.h1,{id:"sign-your-self-using-opensign",children:"Sign your-self using OpenSign\u2122"})}),"\n",(0,o.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,o.jsx)(n.h1,{id:"how-to-digitally-sign-a-document-using-opensign-for-free",children:"How to digitally sign a document using OpenSign\u2122 for free?"}),"\n",(0,o.jsxs)(n.p,{children:["OpenSign lets you digitally sign documents that don't need to be sent to anybody with ease. This feature is available in all the plans including ",(0,o.jsx)(n.strong,{children:"OpenSign free"}),'.\nAfter login, you will be directed to the OpenSign dashboard. From the left-side menu, click on "Sign yourself" or by clicking the button on the Dashboard.']}),"\n",(0,o.jsx)(n.h3,{id:"step-1-uploading-your-document",children:"Step 1: Uploading Your Document"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Sign Yourself" page opens, click here to upload the document you want to sign from your computer.']}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[2] Upload from Dropbox"}),": To upload a document directly from your Dropbox account, click the Dropbox icon. You may need to provide permissions to access the file when you do it for the first time."]}),"\n"]}),"\n",(0,o.jsx)(n.p,{children:(0,o.jsx)(n.code,{children:"The maximum document size allowed is 10MB."})}),"\n",(0,o.jsx)(n.h3,{id:"step-2-document-information",children:"Step 2: Document Information"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[1] Title"})," ",(0,o.jsx)(n.em,{children:"(Required)"}),": Enter a title for your document. This will help you identify it later in OpenSign\u2122."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[2] Note"}),": Provide an optional note for further context about the document."]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"918",alt:"OpenSign_Signyourself",src:"https://github.com/user-attachments/assets/41c0f460-23b6-4ab0-befd-7fba8e845c23"}),"\n",(0,o.jsx)(n.h3,{id:"step-3-document-organization",children:"Step 3: Document Organization"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[1] Folder"}),": Select a folder where you want the document to be stored, or leave it to default to the 'Root' folder. You can browse your documents in a beautiful explorer view by navigating to \"OpenSign\u2122 Drive\"."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[2] Root"}),": This is your default directory. Click the pencil icon to create or choose a different folder."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[3] Next"}),': After filling in all the required fields, click the "Next" button to proceed to the document creation panel.']}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"step-4-document-creation-and-signing",children:"Step 4: Document creation and Signing"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"[1] Add signature widget"}),': Once your document is loaded in the document creation panel, you will need to add a signature widget. OpenSign provides an intuitive interface for this task. Click on the signature widget and position it where the signature is required. You can add multiple signature widgets if needed.\nAfter placing the Signature widget, a popup will appear for drawing the signature.\nIn the "Draw Signature" popup, you have three options available:']}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsx)(n.p,{children:"Draw the signature using your mouse cursor."}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsx)(n.p,{children:"Upload a digitally scanned signature."}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsx)(n.p,{children:"Type the signature using text input."}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsx)(n.p,{children:'Select your signature from "My Signature." (This option is available only if you have uploaded a signature under "My Signature" in Settings.)'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Stamp"}),': After dragging and dropping the stamp widget, the "Upload Stamp Image" popup will appear, allowing you to upload an image from your file explorer. Once the stamp is uploaded, you will see the stamp image on the document. Additionally, alongside your stamp image, there is an option to copy the image. Clicking on the copy option presents three choices:']}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:"All pages : It will copy the stamp to all pages."}),"\n",(0,o.jsx)(n.li,{children:"All pages but last: It will copy the stamp to all pages except the last page."}),"\n",(0,o.jsx)(n.li,{children:"All pages but first: It will copy the stamp to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Initials"}),': Click on the initials widget and position it where the initials are required. After placing the Initials widget, a popup will appear for drawing the initials. In the "Draw Initials" popup, you have three options available:']}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:"Draw the initials using your mouse cursor."}),"\n",(0,o.jsx)(n.li,{children:"Upload the digitally scanned initials."}),"\n",(0,o.jsx)(n.li,{children:"Type the initials using text input."}),"\n"]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Name"}),": Once you drop the name widget, you can edit the name. We also provide customization options such as setting the color or font. Additionally, there is a copy option available to duplicate the widget."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Job Title"}),": Once you drop the job title widget, you can edit the job title. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to copy the widget."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Company"}),": Once you drop the company widget, you can edit the company name. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to duplicate the widget."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Date"})," : Once you drop the date widget, you can choose from various date formats."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Text"}),": Once you drop the text widget, you can write the text. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to duplicate the widget."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Cells"}),": The Cells widget is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, a popup will appear allowing you to adjust the number of cells by moving the blue marker. This adjustment option is also available directly on the widget after it's placed. Additionally, the widget settings panel provides options to manually enter the number of cells, choose a color, and set the font size."]}),"\n"]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"918",alt:"cells widget",src:"https://github.com/user-attachments/assets/039e2999-8c75-43b6-a742-bfb294aa52ee"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Checkbox"}),": After dropping the checkbox widget, a popup will open allowing you to set the checkbox name and options. Once you click save, the checkbox will be created on the document. Additionally, a copy option will be available to duplicate the widget."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Image"}),' : After dragging and dropping the image widget, the "Upload Image" popup will appear, allowing you to upload an image from your file explorer. Once the image is uploaded, it will be displayed on the document. Additionally, there is an option to duplicate the image.']}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Email"}),": Once you drop the email widget, you can edit the email. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to duplicate the widget."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"918",alt:"OpenSign_Widgets",src:"https://github.com/user-attachments/assets/8f61a30d-8c65-4343-bdb9-ed7c004c16db"}),"\n",(0,o.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Add Pages"}),(0,o.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,o.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Delete Page"}),(0,o.jsx)(n.br,{}),"\n","An option is available to ",(0,o.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Reorder Pages"}),(0,o.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,o.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,o.jsx)(n.strong,{children:"Up"})," and ",(0,o.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,o.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,o.jsx)(n.br,{}),"\n","Controls are available to ",(0,o.jsx)(n.strong,{children:"zoom in"})," or ",(0,o.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Rotate Page"}),(0,o.jsx)(n.br,{}),"\n","Options are provided to ",(0,o.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,o.jsx)(n.strong,{children:"clockwise"})," and ",(0,o.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"918",alt:"OpenSign_Widgets",src:"https://github.com/user-attachments/assets/ae54ce3c-6373-49bf-b905-a4b734444a31"}),"\n",(0,o.jsx)(n.hr,{}),"\n",(0,o.jsx)(n.h3,{id:"step-5-finalizing-the-process",children:"Step 5: Finalizing the Process:"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Finish"}),': After adding the widgets and signatures, click the "Finish" button. This will create a digitally signed document.']}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"step-6-print-download-or-send-the-document-copy-via-email",children:"Step 6: Print, download or send the document copy via email"}),"\n",(0,o.jsx)(n.p,{children:'After finishing the document, a "Successfully Signed!" popup will appear, offering options to print, download, or send the document via email.\nIn the "Add Email Address" text field, enter the email address you want to send the document to, then click the "Send" button to receive a copy of the signed document.'}),"\n",(0,o.jsx)("img",{width:"918",alt:"OpenSign_sendEmail",src:"https://github.com/user-attachments/assets/7ec61f70-3ffe-4c7e-b911-843919c6d25d"}),"\n",(0,o.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,o.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,o.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\n"]}),"\n",(0,o.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,o.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,o.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,s.R)(),...e.components};return n?(0,o.jsx)(n,{...e,children:(0,o.jsx)(c,{...e})}):c(e)}}}]);
\ No newline at end of file
diff --git a/assets/js/611db08b.fefe155f.js b/assets/js/611db08b.fefe155f.js
new file mode 100644
index 000000000..14ca66fef
--- /dev/null
+++ b/assets/js/611db08b.fefe155f.js
@@ -0,0 +1 @@
+"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[6007],{28453:(e,n,i)=>{i.d(n,{R:()=>l,x:()=>r});var t=i(96540);const o={},s=t.createContext(o);function l(e){const n=t.useContext(s);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function r(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:l(e.components),t.createElement(s.Provider,{value:n},e.children)}},98033:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>a,contentTitle:()=>r,default:()=>h,frontMatter:()=>l,metadata:()=>t,toc:()=>d});const t=JSON.parse('{"id":"help/New-Document/sign-yourself","title":"Sign your-self","description":"Interface Overview","source":"@site/docs/help/New-Document/sign-yourself.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/sign-yourself","permalink":"/docs/help/New-Document/sign-yourself","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/sign-yourself.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Sign your-self"},"sidebar":"tutorialSidebar","previous":{"title":"Create New OpenSign Document","permalink":"/docs/category/create-new-opensign-document"},"next":{"title":"Request signatures","permalink":"/docs/help/New-Document/request-signatures"}}');var o=i(74848),s=i(28453);const l={sidebar_position:1,title:"Sign your-self"},r="Sign your-self using OpenSign\u2122",a={},d=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Uploading Your Document",id:"step-1-uploading-your-document",level:3},{value:"Step 2: Document Information",id:"step-2-document-information",level:3},{value:"Step 3: Document Organization",id:"step-3-document-organization",level:3},{value:"Step 4: Document creation and Signing",id:"step-4-document-creation-and-signing",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Step 5: Finalizing the Process:",id:"step-5-finalizing-the-process",level:3},{value:"Step 6: Print, download or send the document copy via email",id:"step-6-print-download-or-send-the-document-copy-via-email",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.R)(),...e.components};return(0,o.jsxs)(o.Fragment,{children:[(0,o.jsx)(n.header,{children:(0,o.jsx)(n.h1,{id:"sign-your-self-using-opensign",children:"Sign your-self using OpenSign\u2122"})}),"\n",(0,o.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,o.jsx)(n.h1,{id:"how-to-digitally-sign-a-document-using-opensign-for-free",children:"How to digitally sign a document using OpenSign\u2122 for free?"}),"\n",(0,o.jsxs)(n.p,{children:["OpenSign lets you digitally sign documents that don't need to be sent to anybody with ease. This feature is available in all the plans including ",(0,o.jsx)(n.strong,{children:"OpenSign free"}),'.\nAfter login, you will be directed to the OpenSign dashboard. From the left-side menu, click on "Sign yourself" or by clicking the button on the Dashboard.']}),"\n",(0,o.jsx)(n.h3,{id:"step-1-uploading-your-document",children:"Step 1: Uploading Your Document"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Sign Yourself" page opens, click here to upload the document you want to sign from your computer.']}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[2] Upload from Dropbox"}),": To upload a document directly from your Dropbox account, click the Dropbox icon. You may need to provide permissions to access the file when you do it for the first time."]}),"\n"]}),"\n",(0,o.jsx)(n.p,{children:(0,o.jsx)(n.code,{children:"The maximum document size allowed is 10MB."})}),"\n",(0,o.jsx)(n.h3,{id:"step-2-document-information",children:"Step 2: Document Information"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[1] Title"})," ",(0,o.jsx)(n.em,{children:"(Required)"}),": Enter a title for your document. This will help you identify it later in OpenSign\u2122."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[2] Note"}),": Provide an optional note for further context about the document."]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"918",alt:"OpenSign_Signyourself",src:"https://github.com/user-attachments/assets/41c0f460-23b6-4ab0-befd-7fba8e845c23"}),"\n",(0,o.jsx)(n.h3,{id:"step-3-document-organization",children:"Step 3: Document Organization"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[1] Folder"}),": Select a folder where you want the document to be stored, or leave it to default to the 'Root' folder. You can browse your documents in a beautiful explorer view by navigating to \"OpenSign\u2122 Drive\"."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[2] Root"}),": This is your default directory. Click the pencil icon to create or choose a different folder."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"[3] Next"}),': After filling in all the required fields, click the "Next" button to proceed to the document creation panel.']}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"step-4-document-creation-and-signing",children:"Step 4: Document creation and Signing"}),"\n",(0,o.jsx)("img",{width:"918",alt:"sign yourself",src:"https://github.com/user-attachments/assets/b0475066-d3e3-4c67-a242-08704e2d11ba"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"[1] Add signature widget"}),': Once your document is loaded in the document creation panel, you will need to add a signature widget. OpenSign provides an intuitive interface for this task. Click on the signature widget and position it where the signature is required. You can add multiple signature widgets if needed.\nAfter placing the Signature widget, a popup will appear for drawing the signature.\nIn the "Draw Signature" popup, you have three options available:']}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsx)(n.p,{children:"Draw the signature using your mouse cursor."}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsx)(n.p,{children:"Upload a digitally scanned signature."}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsx)(n.p,{children:"Type the signature using text input."}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsx)(n.p,{children:'Select your signature from "My Signature." (This option is available only if you have uploaded a signature under "My Signature" in Settings.)'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Stamp"}),': After dragging and dropping the stamp widget, the "Upload Stamp Image" popup will appear, allowing you to upload an image from your file explorer. Once the stamp is uploaded, you will see the stamp image on the document. Additionally, alongside your stamp image, there is an option to copy the image. Clicking on the copy option presents three choices:']}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:"All pages : It will copy the stamp to all pages."}),"\n",(0,o.jsx)(n.li,{children:"All pages but last: It will copy the stamp to all pages except the last page."}),"\n",(0,o.jsx)(n.li,{children:"All pages but first: It will copy the stamp to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Initials"}),': Click on the initials widget and position it where the initials are required. After placing the Initials widget, a popup will appear for drawing the initials. In the "Draw Initials" popup, you have three options available:']}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:"Draw the initials using your mouse cursor."}),"\n",(0,o.jsx)(n.li,{children:"Upload the digitally scanned initials."}),"\n",(0,o.jsx)(n.li,{children:"Type the initials using text input."}),"\n"]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Name"}),": Once you drop the name widget, you can edit the name. We also provide customization options such as setting the color or font. Additionally, there is a copy option available to duplicate the widget."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Job Title"}),": Once you drop the job title widget, you can edit the job title. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to copy the widget."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Company"}),": Once you drop the company widget, you can edit the company name. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to duplicate the widget."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Date"})," : Once you drop the date widget, you can choose from various date formats."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Text"}),": Once you drop the text widget, you can write the text. Customization options such as setting the color or font are also provided. 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Additionally, the widget settings panel provides options to manually enter the number of cells, choose a color, and set the font size."]}),"\n"]}),"\n"]}),"\n",(0,o.jsx)("img",{width:"918",alt:"cells widget",src:"https://github.com/user-attachments/assets/7d124e00-2d7a-4045-9584-1397a84a882d"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Checkbox"}),": After dropping the checkbox widget, a popup will open allowing you to set the checkbox name and options. Once you click save, the checkbox will be created on the document. Additionally, a copy option will be available to duplicate the widget."]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Image"}),' : After dragging and dropping the image widget, the "Upload Image" popup will appear, allowing you to upload an image from your file explorer. Once the image is uploaded, it will be displayed on the document. 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Click ",(0,o.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,o.jsx)(n.br,{}),"\n","Controls are available to ",(0,o.jsx)(n.strong,{children:"zoom in"})," or ",(0,o.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,o.jsxs)(n.li,{children:["\n",(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Rotate Page"}),(0,o.jsx)(n.br,{}),"\n","Options are provided to ",(0,o.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,o.jsx)(n.strong,{children:"clockwise"})," and ",(0,o.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,o.jsx)(n.hr,{}),"\n",(0,o.jsx)(n.h3,{id:"step-5-finalizing-the-process",children:"Step 5: Finalizing the Process:"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Finish"}),': After adding the widgets and signatures, click the "Finish" button. This will create a digitally signed document.']}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"step-6-print-download-or-send-the-document-copy-via-email",children:"Step 6: Print, download or send the document copy via email"}),"\n",(0,o.jsx)(n.p,{children:'After finishing the document, a "Successfully Signed!" popup will appear, offering options to print, download, or send the document via email.\nIn the "Add Email Address" text field, enter the email address you want to send the document to, then click the "Send" button to receive a copy of the signed document.'}),"\n",(0,o.jsx)("img",{width:"918",alt:"OpenSign_sendEmail",src:"https://github.com/user-attachments/assets/7ec61f70-3ffe-4c7e-b911-843919c6d25d"}),"\n",(0,o.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,o.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,o.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\n"]}),"\n",(0,o.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,o.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,o.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,s.R)(),...e.components};return n?(0,o.jsx)(n,{...e,children:(0,o.jsx)(c,{...e})}):c(e)}}}]);
\ No newline at end of file
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@@ -0,0 +1 @@
+"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4952],{28453:(e,n,s)=>{s.d(n,{R:()=>l,x:()=>o});var i=s(96540);const t={},r=i.createContext(t);function l(e){const n=i.useContext(r);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function o(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:l(e.components),i.createElement(r.Provider,{value:n},e.children)}},74094:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>a,contentTitle:()=>o,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Settings/Preferences","title":"Preferences","description":"The Preferences page in OpenSign\u2122 allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control.","source":"@site/docs/help/Settings/Preferences.md","sourceDirName":"help/Settings","slug":"/help/Settings/Preferences","permalink":"/docs/help/Settings/Preferences","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Preferences.md","tags":[],"version":"current","sidebarPosition":4,"frontMatter":{"sidebar_position":4,"title":"Preferences"},"sidebar":"tutorialSidebar","previous":{"title":"Webhook","permalink":"/docs/help/Settings/Webhook"},"next":{"title":"Manage Teams","permalink":"/docs/help/Settings/Teams"}}');var t=s(74848),r=s(28453);const l={sidebar_position:4,title:"Preferences"},o="\ud83d\udd27 Preferences",a={},c=[{value:"\ud83d\ude80 Steps to Navigate to Preferences",id:"-steps-to-navigate-to-preferences",level:2},{value:"\ud83d\udccc Signature Types Control",id:"-signature-types-control",level:2},{value:"\ud83d\udd04 Multi-Level Signature Type Control",id:"-multi-level-signature-type-control",level:2},{value:"\ud83c\udfe2 Organization-Level",id:"-organization-level",level:3},{value:"\ud83d\udc64 User-Level",id:"-user-level",level:3},{value:"\ud83d\udcc4 Document-Level",id:"-document-level",level:3},{value:"\ud83d\udd14 Notify on Signatures",id:"-notify-on-signatures",level:2},{value:"\ud83d\udcec Send in Order",id:"-send-in-order",level:2},{value:"\ud83d\udeab Enable Tour",id:"-enable-tour",level:2},{value:"\ud83d\udce7 Custom SMTP Configuration in OpenSign",id:"-custom-smtp-configuration-in-opensign",level:3},{value:"\ud83d\udd17 Connect to Gmail",id:"-connect-to-gmail",level:4},{value:"\u2699\ufe0f Custom SMTP",id:"\ufe0f-custom-smtp",level:4},{value:"\ud83d\udce4 OpenSign\u2122 Default SMTP",id:"-opensign-default-smtp",level:4},{value:"\ud83e\udded Timezone & Date Format",id:"-timezone--date-format",level:2},{value:"\ud83d\udcc5 Date Format",id:"-date-format",level:3},{value:"\ud83d\udd52 Time Format",id:"-time-format",level:3},{value:"\ud83e\uddea LTV-Enabled Signatures",id:"-ltv-enabled-signatures",level:2},{value:"\ud83d\udd10 Key Features:",id:"-key-features",level:3},{value:"\ud83d\udccc Why It Matters:",id:"-why-it-matters",level:3},{value:"\u2705 Use Cases:",id:"-use-cases",level:3},{value:"Merge Certificate to PDF",id:"merge-certificate-to-pdf",level:3},{value:"\ud83d\udce7 Email Templates",id:"-email-templates",level:2},{value:"\ud83d\udd12 Security",id:"-security",level:2},{value:"\ud83e\udde9 Features Available:",id:"-features-available",level:3},{value:"\u2705 Two-Factor Authentication (2FA)",id:"-two-factor-authentication-2fa",level:4},{value:"\ud83d\udee1\ufe0f Passkey Authentication",id:"\ufe0f-passkey-authentication",level:4}];function d(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",img:"img",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"-preferences",children:"\ud83d\udd27 Preferences"})}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Preferences"})," page in ",(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. 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As a result, Ursula, a team member, will no longer see the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,t.jsx)(n.p,{children:"Ursula can enable or disable any of the remaining three signature methods for each document she creates."}),"\n",(0,t.jsx)(n.p,{children:"When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Managing ",(0,t.jsx)(n.strong,{children:"Signature Types"})," at the organization level is only available on the ",(0,t.jsx)(n.strong,{children:"Teams"})," plan. This feature is not included in the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7",alt:"Signature type setup console"})}),"\n",(0,t.jsx)(n.h3,{id:"-user-level",children:"\ud83d\udc64 User-Level"}),"\n",(0,t.jsxs)(n.p,{children:["Navigate to ",(0,t.jsx)(n.strong,{children:"Settings > Preferences"})," to configure user-level signature types."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation."}),"\n",(0,t.jsx)("img",{width:"861",height:"480",alt:"signatures",src:"https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2"}),"\n",(0,t.jsx)(n.h3,{id:"-document-level",children:"\ud83d\udcc4 Document-Level"}),"\n",(0,t.jsx)(n.p,{children:"While creating a document, users can specify allowed signature types."}),"\n",(0,t.jsx)(n.p,{children:"Only these will be available to the signer\u2014useful for legal or regulatory requirements."}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238",alt:"Signature type setup signature widget"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-notify-on-signatures",children:"\ud83d\udd14 Notify on Signatures"}),"\n",(0,t.jsx)(n.p,{children:"The document owner can choose to receive email notifications when a document is signed."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Get notified each time a signer completes their part."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Turn off real-time signature notifications."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"This setting can be adjusted while creating a document or template."}),"\n",(0,t.jsxs)(n.p,{children:["Regardless of this preference, a ",(0,t.jsx)(n.strong,{children:"final completion email"}),"\u2014including the signed document and completion certificate\u2014is ",(0,t.jsx)(n.strong,{children:"always sent"})," to both the document owner and all signers."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Notify on Signatures feature is only available on the ",(0,t.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,t.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3",alt:"Preferences setup"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-send-in-order",children:"\ud83d\udcec Send in Order"}),"\n",(0,t.jsxs)(n.p,{children:["Decide whether the document should be signed ",(0,t.jsx)(n.strong,{children:"sequentially"})," or ",(0,t.jsx)(n.strong,{children:"simultaneously"})," by multiple signers."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Signers receive the document in a set order. 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This includes options to connect with Gmail or use third-party SMTP providers."]}),"\n",(0,t.jsx)(n.p,{children:"To set up and enable custom SMTP:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," menu."]}),"\n",(0,t.jsxs)(n.li,{children:["Click on ",(0,t.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Choose one of the available SMTP options below:"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h4,{id:"-connect-to-gmail",children:"\ud83d\udd17 Connect to Gmail"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows you to send request signature emails directly from your ",(0,t.jsx)(n.strong,{children:"Gmail account"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click the ",(0,t.jsx)(n.strong,{children:"Connect to Gmail"})," button."]}),"\n",(0,t.jsx)(n.li,{children:"A popup will appear prompting you to log in to your Gmail account."}),"\n",(0,t.jsx)(n.li,{children:"Grant the required permissions."}),"\n",(0,t.jsx)(n.li,{children:"Once authorized, your OpenSign account will be connected and ready to send emails using your Gmail."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-custom-smtp",children:"\u2699\ufe0f Custom SMTP"}),"\n",(0,t.jsxs)(n.p,{children:["You can also configure a ",(0,t.jsx)(n.strong,{children:"custom SMTP provider"})," such as SMTP2GO, Mailgun, etc."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click the ",(0,t.jsx)(n.strong,{children:"Custom SMTP"})," button."]}),"\n",(0,t.jsxs)(n.li,{children:["A popup will appear asking for your SMTP credentials:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Host:"})," SMTP host address (e.g., ",(0,t.jsx)(n.code,{children:"mail.smtp2go.com"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Port:"})," SMTP port (e.g., ",(0,t.jsx)(n.code,{children:"2525"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sender Email:"})," Email address configured in your SMTP account"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Username:"})," SMTP username (can be the same as the sender email)"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Password:"})," SMTP password"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Custom smtp",src:"https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h4,{id:"-opensign-default-smtp",children:"\ud83d\udce4 OpenSign\u2122 Default SMTP"}),"\n",(0,t.jsxs)(n.p,{children:["If you choose the ",(0,t.jsx)(n.strong,{children:"default SMTP"}),", all request signature emails will be sent via OpenSign\u2019s built-in SMTP server."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,t.jsx)(n.strong,{children:"Note:"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["A green checkmark next to an option indicates the ",(0,t.jsx)(n.strong,{children:"currently active SMTP"}),"."]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Only one SMTP option can be active at a time."})}),"\n",(0,t.jsx)(n.li,{children:"This feature is available only on paid plans."}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-timezone--date-format",children:"\ud83e\udded Timezone & Date Format"}),"\n",(0,t.jsxs)(n.p,{children:["Customize the ",(0,t.jsx)(n.strong,{children:"Timezone"})," and ",(0,t.jsx)(n.strong,{children:"Date Format"})," according to your regional preferences.",(0,t.jsx)(n.br,{}),"\n","These settings are reflected in:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Document Completion Certificates"}),"\n",(0,t.jsx)(n.li,{children:"Signing Logs"}),"\n",(0,t.jsx)(n.li,{children:"Webhooks"}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-date-format",children:"\ud83d\udcc5 Date Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"The selected date format will be applied by default to the date widget if no specific format is chosen during document creation."}),"\n",(0,t.jsx)(n.li,{children:"This default format also applies in all API flows."}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-time-format",children:"\ud83d\udd52 Time Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Supports ",(0,t.jsx)(n.strong,{children:"12-hour"})," and ",(0,t.jsx)(n.strong,{children:"24-hour"})," formats."]}),"\n",(0,t.jsx)(n.li,{children:"Affects timestamps in certificates, logs, and webhooks."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Time zone",src:"https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-ltv-enabled-signatures",children:"\ud83e\uddea LTV-Enabled Signatures"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"LTV (Long-Term Validation)"})," ensures that signatures remain valid and verifiable even after certificates expire or are revoked."]}),"\n",(0,t.jsx)(n.h3,{id:"-key-features",children:"\ud83d\udd10 Key Features:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Embeds certificate chain"}),"\n",(0,t.jsx)(n.li,{children:"Includes CRLs and OCSP responses"}),"\n",(0,t.jsx)(n.li,{children:"Enables offline verification"}),"\n",(0,t.jsxs)(n.li,{children:["Complies with PDF standards like ",(0,t.jsx)(n.strong,{children:"PAdES"})]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-why-it-matters",children:"\ud83d\udccc Why It Matters:"}),"\n",(0,t.jsx)(n.p,{children:"Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable."}),"\n",(0,t.jsx)(n.h3,{id:"-use-cases",children:"\u2705 Use Cases:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Legal Contracts"}),"\n",(0,t.jsx)(n.li,{children:"Financial or Medical Records"}),"\n",(0,t.jsx)(n.li,{children:"Long-term archiving requirements"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"merge-certificate-to-pdf",children:(0,t.jsx)(n.strong,{children:"Merge Certificate to PDF"})}),"\n",(0,t.jsxs)(n.p,{children:["You can access this option by navigating to ",(0,t.jsx)(n.strong,{children:"Settings \u2192 Preferences"}),"."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Yes:"})," Selecting ",(0,t.jsx)(n.strong,{children:"Yes"})," will attach the completion certificate directly to the signed document, creating a single combined PDF file.",(0,t.jsx)(n.br,{}),"\n","Please note that once merged, the certificate cannot be separated from the main document."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"No:"})," Selecting ",(0,t.jsx)(n.strong,{children:"No"})," will keep the completion certificate as a separate PDF file, which will be downloaded along with the signed document."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," This feature is available only in the ",(0,t.jsx)(n.strong,{children:"paid plans"})," of OpenSign."]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"-email-templates",children:"\ud83d\udce7 Email Templates"}),"\n",(0,t.jsxs)(n.p,{children:["In the ",(0,t.jsx)(n.strong,{children:"Preferences > Email"})," tab, users can customize email templates to personalize communication with signers and stakeholders.",(0,t.jsx)(n.br,{}),"\n","This feature helps maintain brand consistency and enhances engagement throughout the signing workflow."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 ",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates",children:"\ud83d\udcc4 Step-by-step guide to setting up custom email templates"})]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," The custom email templates feature is only available on the ",(0,t.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,t.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-security",children:"\ud83d\udd12 Security"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Security"})," tab in OpenSign (found under ",(0,t.jsx)(n.strong,{children:"Settings > Preferences > Security"}),") allows users to manage key authentication methods to protect their account access."]}),"\n",(0,t.jsx)(n.h3,{id:"-features-available",children:"\ud83e\udde9 Features Available:"}),"\n",(0,t.jsx)(n.h4,{id:"-two-factor-authentication-2fa",children:"\u2705 Two-Factor Authentication (2FA)"}),"\n",(0,t.jsx)(n.p,{children:"Enhance your account security by enabling 2FA. Once activated, you'll enter a time-based code from an authenticator app each time you log in."}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-passkey-authentication",children:"\ud83d\udee1\ufe0f Passkey Authentication"}),"\n",(0,t.jsxs)(n.p,{children:["Passkeys offer a ",(0,t.jsx)(n.strong,{children:"passwordless"}),", ",(0,t.jsx)(n.strong,{children:"phishing-resistant"})," login experience using your device\u2019s built-in security features such as fingerprint, Face ID, or PIN."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 For full details on setting up ",(0,t.jsx)(n.strong,{children:"Two-Factor Authentication (2FA)"})," and ",(0,t.jsx)(n.strong,{children:"Passkey Authentication"}),":",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement",children:"\ud83d\udd12 View Security Setup Guide"})]}),"\n",(0,t.jsxs)(n.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(d,{...e})}):d(e)}}}]);
\ No newline at end of file
diff --git a/assets/js/6bef026b.9881366e.js b/assets/js/6bef026b.9881366e.js
deleted file mode 100644
index c483afd86..000000000
--- a/assets/js/6bef026b.9881366e.js
+++ /dev/null
@@ -1 +0,0 @@
-"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4952],{28453:(e,n,s)=>{s.d(n,{R:()=>l,x:()=>a});var i=s(96540);const t={},r=i.createContext(t);function l(e){const n=i.useContext(r);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function a(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:l(e.components),i.createElement(r.Provider,{value:n},e.children)}},74094:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>a,default:()=>h,frontMatter:()=>l,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/Settings/Preferences","title":"Preferences","description":"The Preferences page in OpenSign\u2122 allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control.","source":"@site/docs/help/Settings/Preferences.md","sourceDirName":"help/Settings","slug":"/help/Settings/Preferences","permalink":"/docs/help/Settings/Preferences","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Preferences.md","tags":[],"version":"current","sidebarPosition":4,"frontMatter":{"sidebar_position":4,"title":"Preferences"},"sidebar":"tutorialSidebar","previous":{"title":"Webhook","permalink":"/docs/help/Settings/Webhook"},"next":{"title":"Manage Teams","permalink":"/docs/help/Settings/Teams"}}');var t=s(74848),r=s(28453);const l={sidebar_position:4,title:"Preferences"},a="\ud83d\udd27 Preferences",o={},c=[{value:"\ud83d\ude80 Steps to Navigate to Preferences",id:"-steps-to-navigate-to-preferences",level:2},{value:"\ud83d\udccc Signature Types Control",id:"-signature-types-control",level:2},{value:"\ud83d\udd04 Multi-Level Signature Type Control",id:"-multi-level-signature-type-control",level:2},{value:"\ud83c\udfe2 Organization-Level",id:"-organization-level",level:3},{value:"\ud83d\udc64 User-Level",id:"-user-level",level:3},{value:"\ud83d\udcc4 Document-Level",id:"-document-level",level:3},{value:"\ud83d\udd14 Notify on Signatures",id:"-notify-on-signatures",level:2},{value:"\ud83d\udcec Send in Order",id:"-send-in-order",level:2},{value:"\ud83d\udeab Enable Tour",id:"-enable-tour",level:2},{value:"\ud83d\udce7 Custom SMTP Configuration in OpenSign",id:"-custom-smtp-configuration-in-opensign",level:3},{value:"\ud83d\udd17 Connect to Gmail",id:"-connect-to-gmail",level:4},{value:"\u2699\ufe0f Custom SMTP",id:"\ufe0f-custom-smtp",level:4},{value:"\ud83d\udce4 OpenSign\u2122 Default SMTP",id:"-opensign-default-smtp",level:4},{value:"\ud83e\udded Timezone & Date Format",id:"-timezone--date-format",level:2},{value:"\ud83d\udcc5 Date Format",id:"-date-format",level:3},{value:"\ud83d\udd52 Time Format",id:"-time-format",level:3},{value:"\ud83e\uddea LTV-Enabled Signatures",id:"-ltv-enabled-signatures",level:2},{value:"\ud83d\udd10 Key Features:",id:"-key-features",level:3},{value:"\ud83d\udccc Why It Matters:",id:"-why-it-matters",level:3},{value:"\u2705 Use Cases:",id:"-use-cases",level:3},{value:"\ud83d\udce7 Email Templates",id:"-email-templates",level:2},{value:"\ud83d\udd12 Security",id:"-security",level:2},{value:"\ud83e\udde9 Features Available:",id:"-features-available",level:3},{value:"\u2705 Two-Factor Authentication (2FA)",id:"-two-factor-authentication-2fa",level:4},{value:"\ud83d\udee1\ufe0f Passkey Authentication",id:"\ufe0f-passkey-authentication",level:4}];function d(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",img:"img",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"-preferences",children:"\ud83d\udd27 Preferences"})}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Preferences"})," page in ",(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," allows users and administrators to tailor the signing experience to suit individual, team, or organizational needs. Below is a breakdown of all configurable options and what they control."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-steps-to-navigate-to-preferences",children:"\ud83d\ude80 Steps to Navigate to Preferences"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," section and click on ",(0,t.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-signature-types-control",children:"\ud83d\udccc Signature Types Control"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Allowed Signature Types"})," section defines which signature methods are available to signers:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Draw"}),": Create a handwritten signature using a mouse, stylus, or finger."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Type"}),": Type your name and apply it using pre-set font styles."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Upload"}),": Upload a scanned or saved image of your signature."]}),"\n",(0,t.jsxs)(n.li,{children:["\u2705 ",(0,t.jsx)(n.strong,{children:"Default"}),": Use the default signature stored under ",(0,t.jsx)(n.em,{children:"My Signature"})," in settings."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"\u2699\ufe0f The options selected here determine what appears in the signature widget during document creation and signing. You can also change these preferences while creating a document."}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-multi-level-signature-type-control",children:"\ud83d\udd04 Multi-Level Signature Type Control"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"OpenSign\u2122"})," introduces flexible control over signature options at three levels:"]}),"\n",(0,t.jsx)(n.h3,{id:"-organization-level",children:"\ud83c\udfe2 Organization-Level"}),"\n",(0,t.jsx)(n.p,{children:"Admins can enforce company-wide signing policies by restricting available signature methods platform-wide."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 1:"})," Open the profile menu and select ",(0,t.jsx)(n.strong,{children:"Console Application"})," to launch the console."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Step 2:"})," Once the Console Application loads, navigate to the ",(0,t.jsx)(n.strong,{children:"General"})," menu. Here, admins can configure the allowed signature types at the organization level."]}),"\n",(0,t.jsxs)(n.p,{children:["All users created under your account will only see the signing methods you enable here in their ",(0,t.jsx)(n.strong,{children:"Preferences"}),". They will be restricted from using any methods you don't select."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example:"}),(0,t.jsx)(n.br,{}),"\n","Adam, the administrator of your company account, disables the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in the ",(0,t.jsx)(n.strong,{children:"Manage Signature Types"})," settings. As a result, Ursula, a team member, will no longer see the ",(0,t.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,t.jsx)(n.p,{children:"Ursula can enable or disable any of the remaining three signature methods for each document she creates."}),"\n",(0,t.jsx)(n.p,{children:"When she sends a document to Sofia, a signer, Sofia will only see the signature methods that Ursula selected during the document creation process."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Managing ",(0,t.jsx)(n.strong,{children:"Signature Types"})," at the organization level is only available on the ",(0,t.jsx)(n.strong,{children:"Teams"})," plan. This feature is not included in the ",(0,t.jsx)(n.strong,{children:"Professional"})," or ",(0,t.jsx)(n.strong,{children:"Free"})," plans."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/c8c3de19-e82e-464a-977b-cdf3fd12aed7",alt:"Signature type setup console"})}),"\n",(0,t.jsx)(n.h3,{id:"-user-level",children:"\ud83d\udc64 User-Level"}),"\n",(0,t.jsxs)(n.p,{children:["Navigate to ",(0,t.jsx)(n.strong,{children:"Settings > Preferences"})," to configure user-level signature types."]}),"\n",(0,t.jsx)(n.p,{children:"If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation."}),"\n",(0,t.jsx)("img",{width:"861",height:"480",alt:"signatures",src:"https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2"}),"\n",(0,t.jsx)(n.h3,{id:"-document-level",children:"\ud83d\udcc4 Document-Level"}),"\n",(0,t.jsx)(n.p,{children:"While creating a document, users can specify allowed signature types."}),"\n",(0,t.jsx)(n.p,{children:"Only these will be available to the signer\u2014useful for legal or regulatory requirements."}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/d64510e1-df14-44fe-8020-45b17c612238",alt:"Signature type setup signature widget"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-notify-on-signatures",children:"\ud83d\udd14 Notify on Signatures"}),"\n",(0,t.jsx)(n.p,{children:"The document owner can choose to receive email notifications when a document is signed."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Get notified each time a signer completes their part."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Turn off real-time signature notifications."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"This setting can be adjusted while creating a document or template."}),"\n",(0,t.jsxs)(n.p,{children:["Regardless of this preference, a ",(0,t.jsx)(n.strong,{children:"final completion email"}),"\u2014including the signed document and completion certificate\u2014is ",(0,t.jsx)(n.strong,{children:"always sent"})," to both the document owner and all signers."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," Notify on Signatures feature is only available on the ",(0,t.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,t.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.img,{src:"https://github.com/user-attachments/assets/5adad567-6c01-4766-9b10-db3f95ad65d3",alt:"Preferences setup"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-send-in-order",children:"\ud83d\udcec Send in Order"}),"\n",(0,t.jsxs)(n.p,{children:["Decide whether the document should be signed ",(0,t.jsx)(n.strong,{children:"sequentially"})," or ",(0,t.jsx)(n.strong,{children:"simultaneously"})," by multiple signers."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Signers receive the document in a set order. The next signer gains access only after the previous one completes signing."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 All signers receive the document at once and can sign independently."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-enable-tour",children:"\ud83d\udeab Enable Tour"}),"\n",(0,t.jsx)(n.p,{children:"The tour feature provides guidance for first-time users. You can turn this off for a cleaner, uninterrupted experience:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"})," \u2013 Show onboarding tips. Enables guided tooltips for the signer during the signing process."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"})," \u2013 Disable tour prompts ",(0,t.jsx)(n.em,{children:"(recommended for experienced users)"}),". Speeds up the signing experience."]}),"\n"]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsx)(n.p,{children:"Users can change this option while creating the document or a template."}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,t.jsx)(n.strong,{children:"Tip"}),": Disable if your users are already familiar with OpenSign\u2122."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"-custom-smtp-configuration-in-opensign",children:"\ud83d\udce7 Custom SMTP Configuration in OpenSign"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows users to ",(0,t.jsx)(n.strong,{children:"send emails using their own SMTP configuration"}),". This includes options to connect with Gmail or use third-party SMTP providers."]}),"\n",(0,t.jsx)(n.p,{children:"To set up and enable custom SMTP:"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Navigate to the ",(0,t.jsx)(n.strong,{children:"Settings"})," menu."]}),"\n",(0,t.jsxs)(n.li,{children:["Click on ",(0,t.jsx)(n.strong,{children:"Preferences"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Choose one of the available SMTP options below:"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h4,{id:"-connect-to-gmail",children:"\ud83d\udd17 Connect to Gmail"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign allows you to send request signature emails directly from your ",(0,t.jsx)(n.strong,{children:"Gmail account"}),"."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click the ",(0,t.jsx)(n.strong,{children:"Connect to Gmail"})," button."]}),"\n",(0,t.jsx)(n.li,{children:"A popup will appear prompting you to log in to your Gmail account."}),"\n",(0,t.jsx)(n.li,{children:"Grant the required permissions."}),"\n",(0,t.jsx)(n.li,{children:"Once authorized, your OpenSign account will be connected and ready to send emails using your Gmail."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-custom-smtp",children:"\u2699\ufe0f Custom SMTP"}),"\n",(0,t.jsxs)(n.p,{children:["You can also configure a ",(0,t.jsx)(n.strong,{children:"custom SMTP provider"})," such as SMTP2GO, Mailgun, etc."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Click the ",(0,t.jsx)(n.strong,{children:"Custom SMTP"})," button."]}),"\n",(0,t.jsxs)(n.li,{children:["A popup will appear asking for your SMTP credentials:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Host:"})," SMTP host address (e.g., ",(0,t.jsx)(n.code,{children:"mail.smtp2go.com"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Port:"})," SMTP port (e.g., ",(0,t.jsx)(n.code,{children:"2525"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Sender Email:"})," Email address configured in your SMTP account"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Username:"})," SMTP username (can be the same as the sender email)"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Password:"})," SMTP password"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Custom smtp",src:"https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h4,{id:"-opensign-default-smtp",children:"\ud83d\udce4 OpenSign\u2122 Default SMTP"}),"\n",(0,t.jsxs)(n.p,{children:["If you choose the ",(0,t.jsx)(n.strong,{children:"default SMTP"}),", all request signature emails will be sent via OpenSign\u2019s built-in SMTP server."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\u26a0\ufe0f ",(0,t.jsx)(n.strong,{children:"Note:"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["A green checkmark next to an option indicates the ",(0,t.jsx)(n.strong,{children:"currently active SMTP"}),"."]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Only one SMTP option can be active at a time."})}),"\n",(0,t.jsx)(n.li,{children:"This feature is available only on paid plans."}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-timezone--date-format",children:"\ud83e\udded Timezone & Date Format"}),"\n",(0,t.jsxs)(n.p,{children:["Customize the ",(0,t.jsx)(n.strong,{children:"Timezone"})," and ",(0,t.jsx)(n.strong,{children:"Date Format"})," according to your regional preferences.",(0,t.jsx)(n.br,{}),"\n","These settings are reflected in:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Document Completion Certificates"}),"\n",(0,t.jsx)(n.li,{children:"Signing Logs"}),"\n",(0,t.jsx)(n.li,{children:"Webhooks"}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-date-format",children:"\ud83d\udcc5 Date Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"The selected date format will be applied by default to the date widget if no specific format is chosen during document creation."}),"\n",(0,t.jsx)(n.li,{children:"This default format also applies in all API flows."}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-time-format",children:"\ud83d\udd52 Time Format"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Supports ",(0,t.jsx)(n.strong,{children:"12-hour"})," and ",(0,t.jsx)(n.strong,{children:"24-hour"})," formats."]}),"\n",(0,t.jsx)(n.li,{children:"Affects timestamps in certificates, logs, and webhooks."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"820",alt:"Time zone",src:"https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-ltv-enabled-signatures",children:"\ud83e\uddea LTV-Enabled Signatures"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"LTV (Long-Term Validation)"})," ensures that signatures remain valid and verifiable even after certificates expire or are revoked."]}),"\n",(0,t.jsx)(n.h3,{id:"-key-features",children:"\ud83d\udd10 Key Features:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Embeds certificate chain"}),"\n",(0,t.jsx)(n.li,{children:"Includes CRLs and OCSP responses"}),"\n",(0,t.jsx)(n.li,{children:"Enables offline verification"}),"\n",(0,t.jsxs)(n.li,{children:["Complies with PDF standards like ",(0,t.jsx)(n.strong,{children:"PAdES"})]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-why-it-matters",children:"\ud83d\udccc Why It Matters:"}),"\n",(0,t.jsx)(n.p,{children:"Even if a certificate becomes invalid in the future, the LTV-enabled signature remains verifiable."}),"\n",(0,t.jsx)(n.h3,{id:"-use-cases",children:"\u2705 Use Cases:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Legal Contracts"}),"\n",(0,t.jsx)(n.li,{children:"Financial or Medical Records"}),"\n",(0,t.jsx)(n.li,{children:"Long-term archiving requirements"}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-email-templates",children:"\ud83d\udce7 Email Templates"}),"\n",(0,t.jsxs)(n.p,{children:["In the ",(0,t.jsx)(n.strong,{children:"Preferences > Email"})," tab, users can customize email templates to personalize communication with signers and stakeholders.",(0,t.jsx)(n.br,{}),"\n","This feature helps maintain brand consistency and enhances engagement throughout the signing workflow."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 ",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates",children:"\ud83d\udcc4 Step-by-step guide to setting up custom email templates"})]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," The custom email templates feature is only available on the ",(0,t.jsx)(n.strong,{children:"Professional"})," and higher plans\u2014it is not included in the ",(0,t.jsx)(n.strong,{children:"Free"})," plan."]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-security",children:"\ud83d\udd12 Security"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Security"})," tab in OpenSign (found under ",(0,t.jsx)(n.strong,{children:"Settings > Preferences > Security"}),") allows users to manage key authentication methods to protect their account access."]}),"\n",(0,t.jsx)(n.h3,{id:"-features-available",children:"\ud83e\udde9 Features Available:"}),"\n",(0,t.jsx)(n.h4,{id:"-two-factor-authentication-2fa",children:"\u2705 Two-Factor Authentication (2FA)"}),"\n",(0,t.jsx)(n.p,{children:"Enhance your account security by enabling 2FA. Once activated, you'll enter a time-based code from an authenticator app each time you log in."}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-passkey-authentication",children:"\ud83d\udee1\ufe0f Passkey Authentication"}),"\n",(0,t.jsxs)(n.p,{children:["Passkeys offer a ",(0,t.jsx)(n.strong,{children:"passwordless"}),", ",(0,t.jsx)(n.strong,{children:"phishing-resistant"})," login experience using your device\u2019s built-in security features such as fingerprint, Face ID, or PIN."]}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udc49 For full details on setting up ",(0,t.jsx)(n.strong,{children:"Two-Factor Authentication (2FA)"})," and ",(0,t.jsx)(n.strong,{children:"Passkey Authentication"}),":",(0,t.jsx)(n.br,{}),"\n",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement",children:"\ud83d\udd12 View Security Setup Guide"})]}),"\n",(0,t.jsxs)(n.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(d,{...e})}):d(e)}}}]);
\ No newline at end of file
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similarity index 98%
rename from assets/js/runtime~main.6bef7a06.js
rename to assets/js/runtime~main.bb2d2f4b.js
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@@ -5,7 +5,7 @@
Create Document | OpenSign™
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Create Document from Template | OpenSign™
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Create Folder | OpenSign™
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Create Template | OpenSign™
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Delete Template | OpenSign™
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Delete Webhook | OpenSign™
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Delete Contact | OpenSign™
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Delete Document | OpenSign™
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Delete Folder | OpenSign™
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Draft Document | OpenSign™
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Draft Template | OpenSign™
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Get folder list | OpenSign™
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Get Template | OpenSign™
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Get your account details | OpenSign™
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Get Webhook | OpenSign™
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Get Contact | OpenSign™
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Get your API credits | OpenSign™
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Get Document | OpenSign™
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Get Document list from status | OpenSign™
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Get Folder | OpenSign™
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Get Template list | OpenSign™
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OpenSign API v1.1 | OpenSign™
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Overview | OpenSign™
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OpenSign API v1.1 | OpenSign™
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Public Template | OpenSign™
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Resend request mail | OpenSign™
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Revoke Document | OpenSign™
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Save or Update Webhook | OpenSign™
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Self Sign | OpenSign™
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Update Document | OpenSign™
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Update Template | OpenSign™
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Update Folder | OpenSign™
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Get Contact list | OpenSign™
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Create Contact | OpenSign™
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Create Document | OpenSign™
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Create Document from Template | OpenSign™
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Create Folder | OpenSign™
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Create Template | OpenSign™
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Delete Template | OpenSign™
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Delete Webhook | OpenSign™
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Delete Contact | OpenSign™
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Delete Document | OpenSign™
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Delete Folder | OpenSign™
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Draft Document | OpenSign™
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Draft Template | OpenSign™
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Get folder list | OpenSign™
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Get Template | OpenSign™
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Get your account details | OpenSign™
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Get Webhook | OpenSign™
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Get Contact | OpenSign™
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index da696c143..dc0555724 100644
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Get Document | OpenSign™
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Get Document list from status | OpenSign™
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Get Folder | OpenSign™
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Get Template list | OpenSign™
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OpenSign API v1 | OpenSign™
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Overview | OpenSign™
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OpenSign API v1 | OpenSign™
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Resend request mail | OpenSign™
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Revoke Document | OpenSign™
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Save or Update Webhook | OpenSign™
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Self Sign | OpenSign™
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index 8408af46a..429ef4900 100644
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Update Document | OpenSign™
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+
diff --git a/docs/API-docs/v1/update-template/index.html b/docs/API-docs/v1/update-template/index.html
index becafa807..fdb82bbc1 100644
--- a/docs/API-docs/v1/update-template/index.html
+++ b/docs/API-docs/v1/update-template/index.html
@@ -5,7 +5,7 @@
Update Template | OpenSign™
-
+
diff --git a/docs/API-docs/v1/updatefolder/index.html b/docs/API-docs/v1/updatefolder/index.html
index 17315d424..23cf35b4d 100644
--- a/docs/API-docs/v1/updatefolder/index.html
+++ b/docs/API-docs/v1/updatefolder/index.html
@@ -5,7 +5,7 @@
Update Folder | OpenSign™
-
+
diff --git a/docs/category/cloud-storage/index.html b/docs/category/cloud-storage/index.html
index 11785bf17..a76aac5a3 100644
--- a/docs/category/cloud-storage/index.html
+++ b/docs/category/cloud-storage/index.html
@@ -5,7 +5,7 @@
Cloud Storage | OpenSign™
-
+
diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html
index 55298b989..a2779f77d 100644
--- a/docs/category/create-new-opensign-document/index.html
+++ b/docs/category/create-new-opensign-document/index.html
@@ -5,7 +5,7 @@
Create New OpenSign Document | OpenSign™
-
+
diff --git a/docs/category/docker/index.html b/docs/category/docker/index.html
index 59614d7c4..57d2f1ebf 100644
--- a/docs/category/docker/index.html
+++ b/docs/category/docker/index.html
@@ -5,7 +5,7 @@
Docker | OpenSign™
-
+
diff --git a/docs/category/documents/index.html b/docs/category/documents/index.html
index dd97f1241..a2d7af9a7 100644
--- a/docs/category/documents/index.html
+++ b/docs/category/documents/index.html
@@ -5,7 +5,7 @@
Documents | OpenSign™
-
+
diff --git a/docs/category/faqs/index.html b/docs/category/faqs/index.html
index 0691e4ffc..8580de64d 100644
--- a/docs/category/faqs/index.html
+++ b/docs/category/faqs/index.html
@@ -5,7 +5,7 @@
FAQs | OpenSign™
-
+
diff --git a/docs/category/guides/index.html b/docs/category/guides/index.html
index f83ec549e..5fdbcaa5d 100644
--- a/docs/category/guides/index.html
+++ b/docs/category/guides/index.html
@@ -5,7 +5,7 @@
Guides | OpenSign™
-
+
diff --git a/docs/category/manage-docs-using-opensign-drive/index.html b/docs/category/manage-docs-using-opensign-drive/index.html
index c6167d434..909f9bdb1 100644
--- a/docs/category/manage-docs-using-opensign-drive/index.html
+++ b/docs/category/manage-docs-using-opensign-drive/index.html
@@ -5,7 +5,7 @@
Manage Docs using OpenSign™ Drive | OpenSign™
-
+
diff --git a/docs/category/settings/index.html b/docs/category/settings/index.html
index eb5775b05..8eb7e2e4a 100644
--- a/docs/category/settings/index.html
+++ b/docs/category/settings/index.html
@@ -5,7 +5,7 @@
Settings | OpenSign™
-
+
diff --git a/docs/category/templates/index.html b/docs/category/templates/index.html
index b0e991a2b..39ff986dd 100644
--- a/docs/category/templates/index.html
+++ b/docs/category/templates/index.html
@@ -5,7 +5,7 @@
Templates | OpenSign™
-
+
diff --git a/docs/category/user-menu/index.html b/docs/category/user-menu/index.html
index 9fd4903d6..8764325f1 100644
--- a/docs/category/user-menu/index.html
+++ b/docs/category/user-menu/index.html
@@ -5,7 +5,7 @@
User Menu | OpenSign™
-
+
diff --git a/docs/contribute/CODE_OF_CONDUCT/index.html b/docs/contribute/CODE_OF_CONDUCT/index.html
index a026fe364..e01c3fbbf 100644
--- a/docs/contribute/CODE_OF_CONDUCT/index.html
+++ b/docs/contribute/CODE_OF_CONDUCT/index.html
@@ -5,7 +5,7 @@
Code of conduct | OpenSign™
-
+
diff --git a/docs/contribute/COMMUNITY/index.html b/docs/contribute/COMMUNITY/index.html
index 3b5096189..cd340733a 100644
--- a/docs/contribute/COMMUNITY/index.html
+++ b/docs/contribute/COMMUNITY/index.html
@@ -5,7 +5,7 @@
Community at OpenSign™ | OpenSign™
-
+
diff --git a/docs/contribute/INSTALLATION/index.html b/docs/contribute/INSTALLATION/index.html
index 8c8e381e9..636f5f19d 100644
--- a/docs/contribute/INSTALLATION/index.html
+++ b/docs/contribute/INSTALLATION/index.html
@@ -5,7 +5,7 @@
Installation instructions | OpenSign™
-
+
diff --git a/docs/contribute/REPORTING_GUIDELINES/index.html b/docs/contribute/REPORTING_GUIDELINES/index.html
index 2320bf615..d65efb840 100644
--- a/docs/contribute/REPORTING_GUIDELINES/index.html
+++ b/docs/contribute/REPORTING_GUIDELINES/index.html
@@ -5,7 +5,7 @@
OpenSign™ Reporting Guidelines | OpenSign™
-
+
diff --git a/docs/contribute/intro/index.html b/docs/contribute/intro/index.html
index cf14c3754..e2dc285c0 100644
--- a/docs/contribute/intro/index.html
+++ b/docs/contribute/intro/index.html
@@ -5,7 +5,7 @@
Contributing to OpenSign | OpenSign™
-
+
diff --git a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html
index 1abdcd3e0..17d353972 100644
--- a/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html
+++ b/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements/index.html
@@ -5,7 +5,7 @@
Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™
-
+
diff --git a/docs/help/FAQs/Max File Upload Size/index.html b/docs/help/FAQs/Max File Upload Size/index.html
index e0df10ad0..3af160097 100644
--- a/docs/help/FAQs/Max File Upload Size/index.html
+++ b/docs/help/FAQs/Max File Upload Size/index.html
@@ -5,7 +5,7 @@
Max File Upload Size | OpenSign™
-
+
diff --git a/docs/help/FAQs/User Deletion/index.html b/docs/help/FAQs/User Deletion/index.html
index da4e1c98d..1161ce9bd 100644
--- a/docs/help/FAQs/User Deletion/index.html
+++ b/docs/help/FAQs/User Deletion/index.html
@@ -5,7 +5,7 @@
User Deletion | OpenSign™
-
+
diff --git a/docs/help/FAQs/index.html b/docs/help/FAQs/index.html
index 8580e8d33..c27efd5e1 100644
--- a/docs/help/FAQs/index.html
+++ b/docs/help/FAQs/index.html
@@ -5,7 +5,7 @@
Why is there no dropdown list when I sign a document myself? | OpenSign™
-
+
diff --git a/docs/help/New-Document/edit-document-before-sending/index.html b/docs/help/New-Document/edit-document-before-sending/index.html
index 2420009e9..316c385d5 100644
--- a/docs/help/New-Document/edit-document-before-sending/index.html
+++ b/docs/help/New-Document/edit-document-before-sending/index.html
@@ -5,7 +5,7 @@
Editing Your Document Before Sending | OpenSign™
-
+
diff --git a/docs/help/New-Document/enforce-email-verification/index.html b/docs/help/New-Document/enforce-email-verification/index.html
index 7c0c19198..9d38083d8 100644
--- a/docs/help/New-Document/enforce-email-verification/index.html
+++ b/docs/help/New-Document/enforce-email-verification/index.html
@@ -5,7 +5,7 @@
Enforce email OTP verification | OpenSign™
-
+
diff --git a/docs/help/New-Document/request-signatures/index.html b/docs/help/New-Document/request-signatures/index.html
index 482d15a29..11c209d0e 100644
--- a/docs/help/New-Document/request-signatures/index.html
+++ b/docs/help/New-Document/request-signatures/index.html
@@ -5,7 +5,7 @@
Request signatures | OpenSign™
-
+
diff --git a/docs/help/New-Document/sign-yourself/index.html b/docs/help/New-Document/sign-yourself/index.html
index 313be8f47..644046317 100644
--- a/docs/help/New-Document/sign-yourself/index.html
+++ b/docs/help/New-Document/sign-yourself/index.html
@@ -5,7 +5,7 @@
Sign your-self | OpenSign™
-
+
@@ -33,6 +33,7 @@ After login, you will be directed to the OpenSign dashboard. From the left-side
[3] Next: After filling in all the required fields, click the "Next" button to proceed to the document creation panel.
[1] Add signature widget: Once your document is loaded in the document creation panel, you will need to add a signature widget. OpenSign provides an intuitive interface for this task. Click on the signature widget and position it where the signature is required. You can add multiple signature widgets if needed.
@@ -91,7 +92,7 @@ In the "Draw Signature" popup, you have three options available:
Cells: The Cells widget is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, a popup will appear allowing you to adjust the number of cells by moving the blue marker. This adjustment option is also available directly on the widget after it's placed. Additionally, the widget settings panel provides options to manually enter the number of cells, choose a color, and set the font size.
-
+
Checkbox: After dropping the checkbox widget, a popup will open allowing you to set the checkbox name and options. Once you click save, the checkbox will be created on the document. Additionally, a copy option will be available to duplicate the widget.
Image : After dragging and dropping the image widget, the "Upload Image" popup will appear, allowing you to upload an image from your file explorer. Once the image is uploaded, it will be displayed on the document. Additionally, there is an option to duplicate the image.
@@ -99,10 +100,14 @@ In the "Draw Signature" popup, you have three options available:
Navigating Between Pages in OpenSign™
+To navigate between pages of a document that you have uploaded either click on the previous page ∧ & V next page buttons at the top or click on any of the page previews loaded on the left side.
+
+
+
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.
@@ -123,7 +128,6 @@ In the "Draw Signature" popup, you have three options available:
Options are provided to rotate pages in both clockwise and counterclockwise directions.
You can access this option by navigating to Settings → Preferences.
+
Yes: Selecting Yes will attach the completion certificate directly to the signed document, creating a single combined PDF file.
+Please note that once merged, the certificate cannot be separated from the main document.
+
No: Selecting No will keep the completion certificate as a separate PDF file, which will be downloaded along with the signed document.
+
+
Note: This feature is available only in the paid plans of OpenSign.
In the Preferences > Email tab, users can customize email templates to personalize communication with signers and stakeholders.
This feature helps maintain brand consistency and enhances engagement throughout the signing workflow.
@@ -179,6 +187,6 @@
Passkeys offer a passwordless, phishing-resistant login experience using your device’s built-in security features such as fingerprint, Face ID, or PIN.
👉 For full details on setting up Two-Factor Authentication (2FA) and Passkey Authentication: 🔒 View Security Setup Guide
-
For more assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.