Request signatures using OpenSign™
Interface Overview
The OpenSign™ Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature.
-How to Create and Send a Document for Signature with OpenSign™
Step 1: Begin New Document Creation
- Navigate to Request Signatures form: Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures.
Step 2: Uploading Your Document
- [2] Choose File: Once the "Request signature" page opens, click here to select and upload the document file from your computer that needs to be signed. @@ -159,14 +159,15 @@ Use the option on the right side to add recipients if you need to include additi
- 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 ducplicate the image widget. -
- Dropdown: Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there is few option available like you can set default value, also whether this dropdown is required or optional. +
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Dropdown: Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there is few option available like you can set default value, also whether this dropdown is required or optional.
- Add Signer/Change Signer: Clicking the first icon on the Dropdown 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 ducplicate the image widget.
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Radio button: Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there is few option available like you can set default value, also whether this radio button is readonly also hide label option.
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@@ -212,7 +213,7 @@ Use the option on the right side to add recipients if you need to include additi
Signers Signing Process
+Signers Signing Process
Step 12: Email OTP verification
Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer’s email address. Enter the received OTP into the verification textbox and click the 'Verify' button.
For further assistance, contact our customer support team.
-Experience the ease of document signing with OpenSign!