diff --git a/docs/docs/help/New-Document/edit-document-before-sending.md b/docs/docs/help/New-Document/edit-document-before-sending.md index 852f4f35e..dbad355ac 100644 --- a/docs/docs/help/New-Document/edit-document-before-sending.md +++ b/docs/docs/help/New-Document/edit-document-before-sending.md @@ -25,3 +25,35 @@ OpenSign™ lets you polish your PDF before you send it out—whether you’re s - **Rotate Page** Options are provided to **rotate pages** in both **clockwise** and **counterclockwise** directions. + +## Prefill widgets + +Simply select the Prefill by Owner option from the right-side panel to view all available prefill widgets. Choose the desired widget and drag it into your document. +The Prefill Widgets feature allows document creators to enter specific information in advance before sending a document for signatures. This helps ensure that essential details — such as names, dates, emails, images, checkboxes, radio buttons, or custom text — are already filled in when recipients receive the document. Prefilled data remains locked and cannot be modified by signers. + +Prfill + +--- + +**🛠️ How It Works** +1. **Add Widgets to the Document** + - Open the right-side panel, select **Prefill Widgets**, then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document. + +2. **Enter Prefill Value** + - Provide the default value (e.g., *"Company: OpenSign Labs"*, *Date: 30/09/2025*). + - For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled. + +**📋 Supported Widgets for Prefill** +- **Text Field** – Names, job titles, company names, contract IDs +- **Date Field** – Default signing date or contract start date +- **Dropdown** – Preselect an option +- **Radio Button** – Prefill with a selected choice +- **Checkbox** – Prefill as checked or unchecked +- **Image** – Insert a default image (e.g., logo or stamp) + +## Add Widgets for Signers +Select the desired signer from the right-side panel, then drag and drop the widget onto the document. + +📘 Learn more about [adding widgets for signers.](https://docs.opensignlabs.com/docs/help/New-Document/request-signatures/#add-widgets-for-signers) + +