diff --git a/404.html b/404.html index 26d6b6544..14455212b 100644 --- a/404.html +++ b/404.html @@ -5,7 +5,7 @@ Page Not Found | OpenSign™ - + diff --git a/assets/js/88a819d0.2ddf281e.js b/assets/js/88a819d0.2ddf281e.js deleted file mode 100644 index d2f789a82..000000000 --- a/assets/js/88a819d0.2ddf281e.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[5314],{28453:(e,t,n)=>{n.d(t,{R:()=>o,x:()=>l});var s=n(96540);const i={},a=s.createContext(i);function o(e){const t=s.useContext(a);return s.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function l(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:o(e.components),s.createElement(a.Provider,{value:t},e.children)}},62112:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>r,contentTitle:()=>l,default:()=>h,frontMatter:()=>o,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/Templates/manage-templates","title":"Manage Templates","description":"Viewing and Managing Templates","source":"@site/docs/help/Templates/manage-templates.md","sourceDirName":"help/Templates","slug":"/help/Templates/manage-templates","permalink":"/docs/help/Templates/manage-templates","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/manage-templates.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Manage Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Create Templates","permalink":"/docs/help/Templates/create-template"},"next":{"title":"Use template to create documents","permalink":"/docs/help/Templates/use-template"}}');var i=n(74848),a=n(28453);const o={sidebar_position:2,title:"Manage Templates"},l=void 0,r={},c=[{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function d(e){const t={a:"a",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,a.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,i.jsx)(t.p,{children:"On the Manage templates page you will see a list of templates you have created or have access to. The list includes details such as the template title, file, owner, signers, and whether the template is public."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Download Template"}),': If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"View Signers"}),": This will display the roles or the list of signers along with their assigned roles, if assigned during template creation."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Public/Private Toggle"}),': You can set your template to public or private by toggling the switch under the "Public" column. Public templates can be accessed by anyone via the public URL, allowing them to open and sign the document after registering.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Use Template"}),': To use a template, click the "+ USE" button next to the desired template. This will open the template, enabling you to create a document for a signature request. Simply assign the signers and send it for signatures.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Bulk send"}),": This feature streamlines processing by allowing you to create and send multiple documents at once using a selected template. You can add multiple signers and generate all documents with a single click."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Edit"}),': The "Edit" feature is crucial for keeping your document templates up-to-date and relevant. Whether you need to make minor tweaks or major changes, OpenSign\'s editing capabilities are user-friendly and efficient.\nClick on the three dots next to the template you want to edit.\nSelect "Edit." Make the necessary changes and save them.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Share With Team"}),": Collaboration is crucial for any successful workflow, and OpenSign makes it easy to share document templates with your team."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"Click the three dots next to the template you wish to share."}),"\n",(0,i.jsx)(t.li,{children:'Select "Share with Team" from the menu.'}),"\n",(0,i.jsx)(t.li,{children:"Choose the desired team from the list and click Submit."}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"The selected team members will now have access to the template and can use it to create documents."}),"\n",(0,i.jsx)(t.p,{children:"Note: Team members will have view and usage-only access to the shared template \u2014 they cannot edit or delete it.\nThis feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Share With colleague"}),": OpenSign also allows you to share templates with individual colleagues for efficient collaboration."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Click the three dots next to the template you wish to share."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:'Select "Share with Colleague" from the menu.'}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Choose the user from the list and click Submit."}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"The selected user will be able to access the template and create documents from it."}),"\n",(0,i.jsx)(t.p,{children:"Note: The user will have permission only to use the template. They cannot edit or delete it.\nThis feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/89780622-dd0d-47b7-b3b2-a71d537d7967"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/fdc98efe-dc2d-4e53-bc66-be3aab07eef0"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Embed"}),': The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.\nClick "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.']}),"\n",(0,i.jsx)("img",{width:"828",alt:"Embed",src:"https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Copy template id"}),": This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Copy public URL"}),': This generates a public link for the template, allowing external users to access it without logging into OpenSign.\nClick "Copy Public URL" to generate the link, then share it as needed.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Kiosk Mode"}),": Kiosk Mode offers a simplified and secure environment for signers to complete documents on a shared or public device. It's ideal for use cases like front-desk sign-ins, in-office document execution, or on-site registrations where multiple individuals need to sign documents one after another."]}),"\n",(0,i.jsx)(t.p,{children:"When you click the Kiosk Mode option along with a selected template, the document opens in a dedicated signing interface. Signers can then complete their portions sequentially on the same screen and device, ensuring a smooth and efficient signing flow without requiring individual logins.\nNote: This feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Duplicate"}),": When you need to create a copy of an existing template, use the Duplicate option. This feature allows you to quickly generate an exact replica of the selected template, making it easy to reuse and modify without affecting the original."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Delete"}),': Sometimes, it\'s necessary to clean up your templates to keep your workspace organized. The "Delete" feature allows you to remove outdated or unnecessary templates with ease.\nClick on the three dots next to the template you want to delete.\nSelect "Delete." Confirm the deletion.']}),"\n",(0,i.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,i.jsx)(t.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,i.jsx)(t.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,i.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:t}={...(0,a.R)(),...e.components};return t?(0,i.jsx)(t,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/88a819d0.75ce7f5e.js b/assets/js/88a819d0.75ce7f5e.js new file mode 100644 index 000000000..fa3c26fd8 --- /dev/null +++ b/assets/js/88a819d0.75ce7f5e.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[5314],{28453:(e,t,n)=>{n.d(t,{R:()=>o,x:()=>l});var s=n(96540);const i={},a=s.createContext(i);function o(e){const t=s.useContext(a);return s.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function l(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:o(e.components),s.createElement(a.Provider,{value:t},e.children)}},62112:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>r,contentTitle:()=>l,default:()=>h,frontMatter:()=>o,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/Templates/manage-templates","title":"Manage Templates","description":"Viewing and Managing Templates","source":"@site/docs/help/Templates/manage-templates.md","sourceDirName":"help/Templates","slug":"/help/Templates/manage-templates","permalink":"/docs/help/Templates/manage-templates","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/manage-templates.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Manage Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Create Templates","permalink":"/docs/help/Templates/create-template"},"next":{"title":"Use template to create documents","permalink":"/docs/help/Templates/use-template"}}');var i=n(74848),a=n(28453);const o={sidebar_position:2,title:"Manage Templates"},l=void 0,r={},c=[{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function d(e){const t={a:"a",br:"br",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,a.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,i.jsx)(t.p,{children:"On the Manage templates page you will see a list of templates you have created or have access to. The list includes details such as the template title, file, owner, signers, and whether the template is public."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Download Template"}),': If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"View Signers"}),": This will display the roles or the list of signers along with their assigned roles, if assigned during template creation."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Public/Private Toggle"}),': You can set your template to public or private by toggling the switch under the "Public" column. Public templates can be accessed by anyone via the public URL, allowing them to open and sign the document after registering.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Use Template"}),': To use a template, click the "+ USE" button next to the desired template. This will open the template, enabling you to create a document for a signature request. Simply assign the signers and send it for signatures.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Bulk send"}),": This feature streamlines processing by allowing you to create and send multiple documents at once using a selected template. You can add multiple signers and generate all documents with a single click."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Edit"}),': The "Edit" feature is crucial for keeping your document templates up-to-date and relevant. Whether you need to make minor tweaks or major changes, OpenSign\'s editing capabilities are user-friendly and efficient.\nClick on the three dots next to the template you want to edit.\nSelect "Edit." Make the necessary changes and save them.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Share With Team"}),": Collaboration is crucial for any successful workflow, and OpenSign makes it easy to share document templates with your team."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"Click the three dots next to the template you wish to share."}),"\n",(0,i.jsx)(t.li,{children:'Select "Share with Team" from the menu.'}),"\n",(0,i.jsx)(t.li,{children:"Choose the desired team from the list and click Submit."}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"The selected team members will now have access to the template and can use it to create documents."}),"\n",(0,i.jsx)(t.p,{children:"Note: Team members will have view and usage-only access to the shared template \u2014 they cannot edit or delete it.\nThis feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Share With colleague"}),": OpenSign also allows you to share templates with individual colleagues for efficient collaboration."]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Click the three dots next to the template you wish to share."}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:'Select "Share with Colleague" from the menu.'}),"\n"]}),"\n",(0,i.jsxs)(t.li,{children:["\n",(0,i.jsx)(t.p,{children:"Choose the user from the list and click Submit."}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:"The selected user will be able to access the template and create documents from it."}),"\n",(0,i.jsx)(t.p,{children:"Note: The user will have permission only to use the template. They cannot edit or delete it.\nThis feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/89780622-dd0d-47b7-b3b2-a71d537d7967"}),"\n",(0,i.jsx)("img",{width:"828",alt:"Manage Template",src:"https://github.com/user-attachments/assets/fdc98efe-dc2d-4e53-bc66-be3aab07eef0"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Download all formdata"}),": Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally."]}),"\n",(0,i.jsx)(t.p,{children:"You can download the data in Excel format using this template."}),"\n",(0,i.jsxs)(t.p,{children:["Fields marked with ",(0,i.jsx)(t.strong,{children:"Hide Text with Asterisks"})," will be exported in plain text (unmasked), showing the actual values entered."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Note:"})," You cannot download form data if any widget names in the template are duplicated \u2014 each widget must have a unique name.",(0,i.jsx)(t.br,{}),"\n","This feature is available only on the ",(0,i.jsx)(t.strong,{children:"Teams"})," and ",(0,i.jsx)(t.strong,{children:"Enterprise"})," plans."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Embed"}),': The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.\nClick "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.']}),"\n",(0,i.jsx)("img",{width:"828",alt:"Embed",src:"https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Copy template id"}),": This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Copy public URL"}),': This generates a public link for the template, allowing external users to access it without logging into OpenSign.\nClick "Copy Public URL" to generate the link, then share it as needed.']}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Kiosk Mode"}),": Kiosk Mode offers a simplified and secure environment for signers to complete documents on a shared or public device. It's ideal for use cases like front-desk sign-ins, in-office document execution, or on-site registrations where multiple individuals need to sign documents one after another."]}),"\n",(0,i.jsx)(t.p,{children:"When you click the Kiosk Mode option along with a selected template, the document opens in a dedicated signing interface. Signers can then complete their portions sequentially on the same screen and device, ensuring a smooth and efficient signing flow without requiring individual logins.\nNote: This feature is available exclusively on Teams and Enterprise plans."}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Duplicate"}),": When you need to create a copy of an existing template, use the Duplicate option. This feature allows you to quickly generate an exact replica of the selected template, making it easy to reuse and modify without affecting the original."]}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Delete"}),': Sometimes, it\'s necessary to clean up your templates to keep your workspace organized. The "Delete" feature allows you to remove outdated or unnecessary templates with ease.\nClick on the three dots next to the template you want to delete.\nSelect "Delete." Confirm the deletion.']}),"\n",(0,i.jsx)(t.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,i.jsx)(t.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,i.jsx)(t.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,i.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(t.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:t}={...(0,a.R)(),...e.components};return t?(0,i.jsx)(t,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.1d12e479.js b/assets/js/9640838e.1d12e479.js deleted file mode 100644 index 86694a3d5..000000000 --- a/assets/js/9640838e.1d12e479.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1688],{28453:(e,n,i)=>{i.d(n,{R:()=>o,x:()=>r});var t=i(96540);const s={},l=t.createContext(s);function o(e){const n=t.useContext(l);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(s):e.components||s:o(e.components),t.createElement(l.Provider,{value:n},e.children)}},34545:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>r,default:()=>h,frontMatter:()=>o,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/Templates/create-template","title":"Create Templates","description":"Getting Started","source":"@site/docs/help/Templates/create-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/create-template","permalink":"/docs/help/Templates/create-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Create Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Templates","permalink":"/docs/category/templates"},"next":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"}}');var s=i(74848),l=i(28453);const o={sidebar_position:1,title:"Create Templates"},r=void 0,d={},a=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"begin-new-template-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Template Details",id:"entering-template-details",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Auto reminder (feature only available for subscribed users)",id:"auto-reminder-feature-only-available-for-subscribed-users",level:3},{value:"Time to complete (days)",id:"time-to-complete-days",level:3},{value:"BCC",id:"bcc",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"Allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"[1] Define roles and assign widgets:",id:"1-define-roles-and-assign-widgets",level:3},{value:"\ud83d\udcc4 Edit Template",id:"-edit-template",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",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",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:"}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/143a752c-1ee3-4424-afe4-65922b71ddbb"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the Dropbox icon to select the document file from your Dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder-feature-only-available-for-subscribed-users",children:"Auto reminder (feature only available for subscribed users)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"time-to-complete-days",children:"Time to complete (days)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8]"})," You can specify the number of days within which the document must be signed. For example, if you set the expiration period to 15 days, the created document will remain available for signing for 15 days from the date of creation. After this period, the document will expire, and the signer will no longer be able to sign it."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"bcc",children:"BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10] Enable OTP Verification"})," :"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.\nNote: This feature is available exclusively on paid plans.'}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[11]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"Allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[13]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prefill",src:"https://github.com/user-attachments/assets/6400469f-1c7e-4eda-b170-fa5b4ce9ebce"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"1-define-roles-and-assign-widgets",children:"[1] Define roles and assign widgets:"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9305bf0b-02d4-4110-bbbf-6496c9fd6f65"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.\n',(0,s.jsx)(n.strong,{children:"Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Assign signature widget"}),": The signature widget is used to add a signature to the document. Each role must have at least one signature widget assigned."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process.\nAfter placing the Stamp widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.\nAfter placing the name widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.\nAfter placing the job title widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.\nAfter placing the company widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": The date widget allows signers to add a date during the signing process.\nAfter placing the date widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text"}),": The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer.\nAfter placing the Text widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field.\nAfter placing the Text Input widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions\nFor example:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"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, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the cells widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection.\nOnce 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."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection.\nOnce you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process.\nAfter placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.\nAfter placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-edit-template",children:"\ud83d\udcc4 Edit Template"}),"\n",(0,s.jsx)(n.p,{children:"At the top of the Create Template panel, you\u2019ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template."}),"\n",(0,s.jsx)("img",{width:"800",alt:"edit template details",src:"https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"\ud83d\udd01 File Replacement"})," : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The new document must have the same number of pages."}),"\n",(0,s.jsx)(n.li,{children:"The page dimensions (width and height) must be identical to the original."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don\u2019t match, widgets may shift or be positioned outside the visible area of the document."}),"\n",(0,s.jsx)("img",{width:"800",alt:"Edit template details",src:"https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c"}),"\n",(0,s.jsx)(n.p,{children:"You can also update the following template details:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Template Title"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Description"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Note"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Send in Order"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Auto reminder"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable tour"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Notify on signatures"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),":"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Redirect Url"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time to complete (Days)"}),"\nClik on the submit button to save the edits."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"page controls",src:"https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4"}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"Save Template"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,s.jsx)(n.p,{children:"After doing so, a \u201cCreate document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Manage Templates"})," page displays all the templates you\u2019ve created or have access to. Each template entry shows key details including the template title, file, owner, assigned signers, and its public/private status."]}),"\n",(0,s.jsxs)(n.p,{children:["For a full walkthrough, check the detailed guide here:",(0,s.jsx)(n.br,{}),"\n",(0,s.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Templates/manage-templates",children:"Manage Templates"})]}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,s.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,s.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,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.25348d39.js b/assets/js/9640838e.25348d39.js new file mode 100644 index 000000000..8ec7c21fd --- /dev/null +++ b/assets/js/9640838e.25348d39.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1688],{28453:(e,n,i)=>{i.d(n,{R:()=>r,x:()=>o});var t=i(96540);const s={},l=t.createContext(s);function r(e){const n=t.useContext(l);return t.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(s):e.components||s:r(e.components),t.createElement(l.Provider,{value:n},e.children)}},34545:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/Templates/create-template","title":"Create Templates","description":"Getting Started","source":"@site/docs/help/Templates/create-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/create-template","permalink":"/docs/help/Templates/create-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Create Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Templates","permalink":"/docs/category/templates"},"next":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"}}');var s=i(74848),l=i(28453);const r={sidebar_position:1,title:"Create Templates"},o=void 0,d={},a=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"begin-new-template-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Template Details",id:"entering-template-details",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Auto reminder (feature only available for subscribed users)",id:"auto-reminder-feature-only-available-for-subscribed-users",level:3},{value:"Time to complete (days)",id:"time-to-complete-days",level:3},{value:"BCC",id:"bcc",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"Allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"[1] Define roles and assign widgets:",id:"1-define-roles-and-assign-widgets",level:3},{value:"\ud83d\udcc4 Edit Template",id:"-edit-template",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",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",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:"}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/143a752c-1ee3-4424-afe4-65922b71ddbb"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the Dropbox icon to select the document file from your Dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] Send in Order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder-feature-only-available-for-subscribed-users",children:"Auto reminder (feature only available for subscribed users)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"time-to-complete-days",children:"Time to complete (days)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8]"})," You can specify the number of days within which the document must be signed. For example, if you set the expiration period to 15 days, the created document will remain available for signing for 15 days from the date of creation. After this period, the document will expire, and the signer will no longer be able to sign it."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"bcc",children:"BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10] Enable OTP Verification"})," :"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.\nNote: This feature is available exclusively on paid plans.'}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[11]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"Allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[13]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prefill",src:"https://github.com/user-attachments/assets/6400469f-1c7e-4eda-b170-fa5b4ce9ebce"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"1-define-roles-and-assign-widgets",children:"[1] Define roles and assign widgets:"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/9305bf0b-02d4-4110-bbbf-6496c9fd6f65"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.\n',(0,s.jsx)(n.strong,{children:"Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Assign signature widget"}),": The signature widget is used to add a signature to the document. Each role must have at least one signature widget assigned."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process.\nAfter placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.\nAfter placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.\nAfter placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.\nAfter placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": The date widget allows signers to add a date during the signing process.\nAfter placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field.\nAfter placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions\nFor example:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"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, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the cells widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection.\nOnce 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."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection.\nOnce you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process.\nAfter placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.\nAfter placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-edit-template",children:"\ud83d\udcc4 Edit Template"}),"\n",(0,s.jsx)(n.p,{children:"At the top of the Create Template panel, you\u2019ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template."}),"\n",(0,s.jsx)("img",{width:"800",alt:"edit template details",src:"https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"\ud83d\udd01 File Replacement"})," : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The new document must have the same number of pages."}),"\n",(0,s.jsx)(n.li,{children:"The page dimensions (width and height) must be identical to the original."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don\u2019t match, widgets may shift or be positioned outside the visible area of the document."}),"\n",(0,s.jsx)("img",{width:"800",alt:"Edit template details",src:"https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c"}),"\n",(0,s.jsx)(n.p,{children:"You can also update the following template details:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Template Title"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Description"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Note"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Send in Order"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Auto reminder"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable tour"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Notify on signatures"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),":"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Redirect Url"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time to complete (Days)"}),"\nClik on the submit button to save the edits."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"page controls",src:"https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4"}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"Save Template"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,s.jsx)(n.p,{children:"After doing so, a \u201cCreate document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Manage Templates"})," page displays all the templates you\u2019ve created or have access to. 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This window provides multiple options to share the document link with designated recipients."}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.strong,{children:"Here\u2019s how to use the options within this pop-up:"})}),"\n",(0,i.jsx)(n.p,{children:"The pop-up will display a list of email addresses of the intended recipients or signers of the document. Each email corresponds to a person who needs access to the document."}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Share Button:"})," Click the Share button next to the recipient\u2019s email address to resend the document link directly to that individual. This action provides multiple sharing options, such as copying the link, or sharing it via Outlook, WhatsApp, Messenger, and more."]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Copy Button:"})," Click the Copy button next to the email address to copy the unique signing link to your clipboard. You can then paste this link manually into an email, chat, or any other preferred method of communication to share with the recipient."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"View Document:"})," The eye icon lets you preview the document directly within OpenSign without downloading it. Here, you can view the document's exact status, including who has signed and how many signers are still pending."]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Resend:"})," If a signer has not responded or needs a reminder, use the resend option to send another notification. This ensures that the signing process continues without delay."]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"816",alt:"resend document",src:"https://github.com/user-attachments/assets/c0cb3348-47ca-4d2e-a2d7-81cb3b18a0c6"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Rename:"})," Allows the user to rename the document."]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Revoke:"})," If there\u2019s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document."]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"816",alt:"resend document",src:"https://github.com/user-attachments/assets/a9bfcfa9-b073-4111-a823-93d6a2e80c40"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Save as template:"})," This option allows the user to save the current document as a reusable template.\nUpon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template.\nThe newly created template will also be available in the Manage Templates list."]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"View formdata"}),": Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally."]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"You can download the data in Excel format using this option."}),"\n",(0,i.jsx)(n.p,{children:"You can also print the form details if needed."}),"\n",(0,i.jsxs)(n.p,{children:["Fields marked with ",(0,i.jsx)(n.strong,{children:"Hide Text with Asterisks"})," will be exported in plain text (unmasked), showing the actual values entered."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," You cannot download form data if any widget names in the document are duplicated \u2014 each widget must have a unique name.",(0,i.jsx)(n.br,{}),"\n","This feature is available only on the ",(0,i.jsx)(n.strong,{children:"Teams"})," and ",(0,i.jsx)(n.strong,{children:"Enterprise"})," plans."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Delete :"})," If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered."]}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,i.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,o.R)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/d1393a72.71ea2b9a.js b/assets/js/d1393a72.71ea2b9a.js deleted file mode 100644 index 336c6a952..000000000 --- a/assets/js/d1393a72.71ea2b9a.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[841],{20412:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>l,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>c});const t=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"}}');var s=i(74848),o=i(28453);const r={sidebar_position:2,title:"Request signatures"},l="Request signatures using OpenSign\u2122",d={},c=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Document Details And Signers",id:"entering-document-details-and-signers",level:3},{value:"Organizing Your Document",id:"organizing-your-document",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Setting the Time Frame",id:"setting-the-time-frame",level:3},{value:"Setting BCC",id:"setting-bcc",level:3},{value:"Auto reminder",id:"auto-reminder",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Step 2: Proceed to Document Creation Panel",id:"step-2-proceed-to-document-creation-panel",level:3},{value:"Step 3: Document Creation",id:"step-3-document-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"Add Widgets for Signers",id:"add-widgets-for-signers",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Step 4: Next:",id:"step-4-next",level:3},{value:"Step 5: Send Mail",id:"step-5-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 6: Email OTP verification",id:"step-6-email-otp-verification",level:3},{value:"Step 7: Finalizing the Process:",id:"step-7-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function a(e){const n={a:"a",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,o.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,s.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/65087c2d-a1e4-4735-8420-759ea97b38aa"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"entering-document-details-and-signers",children:"Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number)."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"organizing-your-document",children:"Organizing Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] 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"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[7] Send in Order"})}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-the-time-frame",children:"Setting the Time Frame"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8] Time To Complete (Days)"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc",children:"Setting BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9] BCC"}),': The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder",children:"Auto reminder"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": You can specify the reminder interval in days (e.g., every 1 or every 2 days).\nNote: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[11] Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.'}),"\n",(0,s.jsx)(n.li,{children:'If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[13]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[15]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-2-proceed-to-document-creation-panel",children:"Step 2: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-document-creation",children:"Step 3: Document Creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.h3,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/25997f4c-6fbf-4851-b8a8-a803c3343f87"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[1] Add signature widget"}),": Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required.\nUse the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required."]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": The date widget allows signers to add a date during the signing process. After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text"}),": The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer. After placing the Text widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Text widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting : The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"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, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc"}),"\n",(0,s.jsx)(n.p,{children:"The widget settings panel provides additional customization options, including:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsx)(n.li,{children:"Custom JavaScript validations using regular expressions"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"For example:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection. 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.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Checkbox widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection. Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process. After placing the Image widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Navigating Between Pages in OpenSign\u2122"}),"\nTo navigate between pages of a document that you have uploaded either click on the previous page \u2227 & V next page buttons at the top or click on any of the page previews loaded on the left side."]}),"\n",(0,s.jsx)("img",{width:"918",alt:"OpenSign Page controls",src:"https://github.com/user-attachments/assets/c577e165-f8ac-45c7-bc6f-d499c710a7ed"}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-4-next",children:"Step 4: Next:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": After adding the widgets and signatures, click the 'Next' button. The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-5-send-mail",children:"Step 5: Send Mail"}),"\n",(0,s.jsx)(n.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(n.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(n.h3,{id:"step-6-email-otp-verification",children:"Step 6: Email OTP verification"}),"\n",(0,s.jsx)(n.p,{children:"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\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(n.h3,{id:"step-7-finalizing-the-process",children:"Step 7: Finalizing the Process:"}),"\n",(0,s.jsx)(n.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(n.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(n.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,o.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(a,{...e})}):a(e)}},28453:(e,n,i)=>{i.d(n,{R:()=>r,x:()=>l});var t=i(96540);const s={},o=t.createContext(s);function r(e){const n=t.useContext(o);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function l(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:r(e.components),t.createElement(o.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/d1393a72.d08d9a53.js b/assets/js/d1393a72.d08d9a53.js new file mode 100644 index 000000000..7703c9238 --- /dev/null +++ b/assets/js/d1393a72.d08d9a53.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[841],{20412:(e,n,i)=>{i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"}}');var s=i(74848),l=i(28453);const r={sidebar_position:2,title:"Request signatures"},o="Request signatures using OpenSign\u2122",d={},a=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Document Details And Signers",id:"entering-document-details-and-signers",level:3},{value:"Organizing Your Document",id:"organizing-your-document",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Setting the Time Frame",id:"setting-the-time-frame",level:3},{value:"Setting BCC",id:"setting-bcc",level:3},{value:"Auto reminder",id:"auto-reminder",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Step 2: Proceed to Document Creation Panel",id:"step-2-proceed-to-document-creation-panel",level:3},{value:"Step 3: Document Creation",id:"step-3-document-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"Add Widgets for Signers",id:"add-widgets-for-signers",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Step 4: Next:",id:"step-4-next",level:3},{value:"Step 5: Send Mail",id:"step-5-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 6: Email OTP verification",id:"step-6-email-otp-verification",level:3},{value:"Step 7: Finalizing the Process:",id:"step-7-finalizing-the-process",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",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,s.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/65087c2d-a1e4-4735-8420-759ea97b38aa"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"entering-document-details-and-signers",children:"Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number)."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"organizing-your-document",children:"Organizing Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[6] 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"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[7] Send in Order"})}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-the-time-frame",children:"Setting the Time Frame"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8] Time To Complete (Days)"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc",children:"Setting BCC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[9] BCC"}),': The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder",children:"Auto reminder"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[10]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": You can specify the reminder interval in days (e.g., every 1 or every 2 days).\nNote: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[11] Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.'}),"\n",(0,s.jsx)(n.li,{children:'If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[13]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[15]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-2-proceed-to-document-creation-panel",children:"Step 2: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-document-creation",children:"Step 3: Document Creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.h3,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/25997f4c-6fbf-4851-b8a8-a803c3343f87"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[1] Add signature widget"}),": Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required.\nUse the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required."]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date"}),": The date widget allows signers to add a date during the signing process. After placing the date widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can choose from various date formats."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the date widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting : The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"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, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc"}),"\n",(0,s.jsx)(n.p,{children:"The widget settings panel provides additional customization options, including:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsx)(n.li,{children:"Custom JavaScript validations using regular expressions"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"For example:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection. 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.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Checkbox widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"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."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection. Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process. After placing the Image widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email widget, you will see the options on the widget such as:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"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."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Navigating Between Pages in OpenSign\u2122"}),"\nTo navigate between pages of a document that you have uploaded either click on the previous page \u2227 & V next page buttons at the top or click on any of the page previews loaded on the left side."]}),"\n",(0,s.jsx)("img",{width:"918",alt:"OpenSign Page controls",src:"https://github.com/user-attachments/assets/c577e165-f8ac-45c7-bc6f-d499c710a7ed"}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-4-next",children:"Step 4: Next:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": After adding the widgets and signatures, click the 'Next' button. The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-5-send-mail",children:"Step 5: Send Mail"}),"\n",(0,s.jsx)(n.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(n.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(n.h3,{id:"step-6-email-otp-verification",children:"Step 6: Email OTP verification"}),"\n",(0,s.jsx)(n.p,{children:"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\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(n.h3,{id:"step-7-finalizing-the-process",children:"Step 7: Finalizing the Process:"}),"\n",(0,s.jsx)(n.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. 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e={5354:0,1869:0};t.f.j=(a,c)=>{var f=t.o(e,a)?e[a]:void 0;if(0!==f)if(f)c.push(f[2]);else if(/^(1869|5354)$/.test(a))e[a]=0;else{var d=new Promise(((c,d)=>f=e[a]=[c,d]));c.push(f[2]=d);var b=t.p+t.u(a),r=new Error;t.l(b,(c=>{if(t.o(e,a)&&(0!==(f=e[a])&&(e[a]=void 0),f)){var d=c&&("load"===c.type?"missing":c.type),b=c&&c.target&&c.target.src;r.message="Loading chunk "+a+" failed.\n("+d+": "+b+")",r.name="ChunkLoadError",r.type=d,r.request=b,f[1](r)}}),"chunk-"+a,a)}},t.O.j=a=>0===e[a];var a=(a,c)=>{var f,d,b=c[0],r=c[1],o=c[2],l=0;if(b.some((a=>0!==e[a]))){for(f in r)t.o(r,f)&&(t.m[f]=r[f]);if(o)var n=o(t)}for(a&&a(c);l Archive | OpenSign™ - + diff --git a/blog/authors/index.html b/blog/authors/index.html index 37edd680a..0c1e64a5a 100644 --- a/blog/authors/index.html +++ b/blog/authors/index.html @@ -5,7 +5,7 @@ Authors | OpenSign™ - + diff --git a/blog/first-blog-post/index.html b/blog/first-blog-post/index.html index 6244881f7..123c558da 100644 --- a/blog/first-blog-post/index.html +++ b/blog/first-blog-post/index.html @@ -5,7 +5,7 @@ First Blog Post | OpenSign™ - + diff --git a/blog/index.html b/blog/index.html index 9ff3dc0a7..4f214db9f 100644 --- a/blog/index.html +++ b/blog/index.html @@ -5,7 +5,7 @@ Blog | OpenSign™ - + diff --git a/blog/long-blog-post/index.html b/blog/long-blog-post/index.html index 1eee3eec1..bbbf79c63 100644 --- a/blog/long-blog-post/index.html +++ b/blog/long-blog-post/index.html @@ -5,7 +5,7 @@ Long Blog Post | OpenSign™ - + diff --git a/blog/mdx-blog-post/index.html b/blog/mdx-blog-post/index.html index a46fbdf7a..3ec0ea16b 100644 --- a/blog/mdx-blog-post/index.html +++ b/blog/mdx-blog-post/index.html @@ -5,7 +5,7 @@ MDX Blog Post | OpenSign™ - + diff --git a/blog/tags/docusaurus/index.html b/blog/tags/docusaurus/index.html index da97148a3..660ea6784 100644 --- a/blog/tags/docusaurus/index.html +++ b/blog/tags/docusaurus/index.html @@ -5,7 +5,7 @@ 4 posts tagged with "docusaurus" | OpenSign™ - + diff --git a/blog/tags/facebook/index.html b/blog/tags/facebook/index.html index 4dbdab3ee..7e0a7e290 100644 --- a/blog/tags/facebook/index.html +++ b/blog/tags/facebook/index.html @@ -5,7 +5,7 @@ One post tagged with "facebook" | OpenSign™ - + diff --git a/blog/tags/hello/index.html b/blog/tags/hello/index.html index ae5503227..e92909e2d 100644 --- a/blog/tags/hello/index.html +++ b/blog/tags/hello/index.html @@ -5,7 +5,7 @@ 2 posts tagged with "hello" | OpenSign™ - + diff --git a/blog/tags/hola/index.html b/blog/tags/hola/index.html index 24868cd93..99a05b837 100644 --- a/blog/tags/hola/index.html +++ b/blog/tags/hola/index.html @@ -5,7 +5,7 @@ One post tagged with "hola" | OpenSign™ - + diff --git a/blog/tags/index.html b/blog/tags/index.html index 8a0e5621f..bec748310 100644 --- a/blog/tags/index.html +++ b/blog/tags/index.html @@ -5,7 +5,7 @@ Tags | OpenSign™ - + diff --git a/blog/welcome/index.html b/blog/welcome/index.html index 3053f586e..f6fa7219b 100644 --- a/blog/welcome/index.html +++ b/blog/welcome/index.html @@ -5,7 +5,7 @@ Welcome | OpenSign™ - + diff --git a/docs/API-docs/api-intro/index.html b/docs/API-docs/api-intro/index.html index 256744d1c..f16d24c19 100644 --- a/docs/API-docs/api-intro/index.html +++ b/docs/API-docs/api-intro/index.html @@ -5,7 +5,7 @@ OpenSign APIs | OpenSign™ - + diff --git a/docs/API-docs/v1.1/contactlist/index.html b/docs/API-docs/v1.1/contactlist/index.html index 73d4817d1..0551f05cf 100644 --- a/docs/API-docs/v1.1/contactlist/index.html +++ b/docs/API-docs/v1.1/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createcontact/index.html b/docs/API-docs/v1.1/createcontact/index.html index 383df5daf..582765a5c 100644 --- a/docs/API-docs/v1.1/createcontact/index.html +++ b/docs/API-docs/v1.1/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createdocument/index.html b/docs/API-docs/v1.1/createdocument/index.html index 5567426e6..9fda8ef03 100644 --- a/docs/API-docs/v1.1/createdocument/index.html +++ b/docs/API-docs/v1.1/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html index a274e8ed4..ffc49581f 100644 --- a/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/v1.1/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createfolder/index.html b/docs/API-docs/v1.1/createfolder/index.html index 7b2a39f01..6a956e742 100644 --- a/docs/API-docs/v1.1/createfolder/index.html +++ b/docs/API-docs/v1.1/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/createtemplate/index.html b/docs/API-docs/v1.1/createtemplate/index.html index b4759df1f..383aa115a 100644 --- a/docs/API-docs/v1.1/createtemplate/index.html +++ b/docs/API-docs/v1.1/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/delete-template/index.html b/docs/API-docs/v1.1/delete-template/index.html index 2e681624f..5db3a2120 100644 --- a/docs/API-docs/v1.1/delete-template/index.html +++ b/docs/API-docs/v1.1/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/delete-webhook/index.html b/docs/API-docs/v1.1/delete-webhook/index.html index 55469197c..ba293691d 100644 --- a/docs/API-docs/v1.1/delete-webhook/index.html +++ b/docs/API-docs/v1.1/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletecontact/index.html b/docs/API-docs/v1.1/deletecontact/index.html index 568071dd7..4f49684a9 100644 --- a/docs/API-docs/v1.1/deletecontact/index.html +++ b/docs/API-docs/v1.1/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletedocument/index.html b/docs/API-docs/v1.1/deletedocument/index.html index d0120cbee..7eff39552 100644 --- a/docs/API-docs/v1.1/deletedocument/index.html +++ b/docs/API-docs/v1.1/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/deletefolder/index.html b/docs/API-docs/v1.1/deletefolder/index.html index 8806c6955..e6da290b7 100644 --- a/docs/API-docs/v1.1/deletefolder/index.html +++ b/docs/API-docs/v1.1/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/draftdocument/index.html b/docs/API-docs/v1.1/draftdocument/index.html index 4d5838268..e47335201 100644 --- a/docs/API-docs/v1.1/draftdocument/index.html +++ b/docs/API-docs/v1.1/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/drafttemplate/index.html b/docs/API-docs/v1.1/drafttemplate/index.html index 21b77cc54..56530f4dd 100644 --- a/docs/API-docs/v1.1/drafttemplate/index.html +++ b/docs/API-docs/v1.1/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/folderlist/index.html b/docs/API-docs/v1.1/folderlist/index.html index c0826c466..f58f9bce8 100644 --- a/docs/API-docs/v1.1/folderlist/index.html +++ b/docs/API-docs/v1.1/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-template/index.html b/docs/API-docs/v1.1/get-template/index.html index a66a672bb..fc3818526 100644 --- a/docs/API-docs/v1.1/get-template/index.html +++ b/docs/API-docs/v1.1/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-user/index.html b/docs/API-docs/v1.1/get-user/index.html index 1274e7339..698ab21c5 100644 --- a/docs/API-docs/v1.1/get-user/index.html +++ b/docs/API-docs/v1.1/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/v1.1/get-webhook/index.html b/docs/API-docs/v1.1/get-webhook/index.html index 467ec19b0..c5feeb3e9 100644 --- a/docs/API-docs/v1.1/get-webhook/index.html +++ b/docs/API-docs/v1.1/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getcontact/index.html b/docs/API-docs/v1.1/getcontact/index.html index 30e51eb55..be3c518c4 100644 --- a/docs/API-docs/v1.1/getcontact/index.html +++ b/docs/API-docs/v1.1/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getcredits/index.html b/docs/API-docs/v1.1/getcredits/index.html index 6a4ddc11e..2d76052d6 100644 --- a/docs/API-docs/v1.1/getcredits/index.html +++ b/docs/API-docs/v1.1/getcredits/index.html @@ -5,7 +5,7 @@ Get your API credits | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getdocument/index.html b/docs/API-docs/v1.1/getdocument/index.html index 838b49fbe..e2eeaa5c8 100644 --- a/docs/API-docs/v1.1/getdocument/index.html +++ b/docs/API-docs/v1.1/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getdocumentlist/index.html b/docs/API-docs/v1.1/getdocumentlist/index.html index 51b9f8653..932ac19f5 100644 --- a/docs/API-docs/v1.1/getdocumentlist/index.html +++ b/docs/API-docs/v1.1/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getfolder/index.html b/docs/API-docs/v1.1/getfolder/index.html index 214557d0a..0c2e3945c 100644 --- a/docs/API-docs/v1.1/getfolder/index.html +++ b/docs/API-docs/v1.1/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getformdata/index.html b/docs/API-docs/v1.1/getformdata/index.html index 7f86e936d..6e7b11ea2 100644 --- a/docs/API-docs/v1.1/getformdata/index.html +++ b/docs/API-docs/v1.1/getformdata/index.html @@ -5,7 +5,7 @@ Get Formdata | OpenSign™ - + diff --git a/docs/API-docs/v1.1/getsignerips/index.html b/docs/API-docs/v1.1/getsignerips/index.html index 562043bc2..01aeded3f 100644 --- a/docs/API-docs/v1.1/getsignerips/index.html +++ b/docs/API-docs/v1.1/getsignerips/index.html @@ -5,7 +5,7 @@ Get Signer IPs | OpenSign™ - + diff --git a/docs/API-docs/v1.1/gettemplatelist/index.html b/docs/API-docs/v1.1/gettemplatelist/index.html index ebd614db1..311b6f1d9 100644 --- a/docs/API-docs/v1.1/gettemplatelist/index.html +++ b/docs/API-docs/v1.1/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/v1.1/index.html b/docs/API-docs/v1.1/index.html index 389afb676..bee7279e4 100644 --- a/docs/API-docs/v1.1/index.html +++ b/docs/API-docs/v1.1/index.html @@ -5,7 +5,7 @@ OpenSign API v1.1 | OpenSign™ - + diff --git a/docs/API-docs/v1.1/intro/index.html b/docs/API-docs/v1.1/intro/index.html index d7f821085..2e5bb21a2 100644 --- a/docs/API-docs/v1.1/intro/index.html +++ b/docs/API-docs/v1.1/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/v1.1/opensign-api-v-1-1/index.html b/docs/API-docs/v1.1/opensign-api-v-1-1/index.html index 65b7c750d..83574a4d6 100644 --- a/docs/API-docs/v1.1/opensign-api-v-1-1/index.html +++ b/docs/API-docs/v1.1/opensign-api-v-1-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1.1 | OpenSign™ - + diff --git a/docs/API-docs/v1.1/publictemplate/index.html b/docs/API-docs/v1.1/publictemplate/index.html index 6bef6485f..a535a65af 100644 --- a/docs/API-docs/v1.1/publictemplate/index.html +++ b/docs/API-docs/v1.1/publictemplate/index.html @@ -5,7 +5,7 @@ Public Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/resendrequestmail/index.html b/docs/API-docs/v1.1/resendrequestmail/index.html index c5ad8d423..8279e611b 100644 --- a/docs/API-docs/v1.1/resendrequestmail/index.html +++ b/docs/API-docs/v1.1/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/v1.1/revokedocument/index.html b/docs/API-docs/v1.1/revokedocument/index.html index cf510133c..912b61c1d 100644 --- a/docs/API-docs/v1.1/revokedocument/index.html +++ b/docs/API-docs/v1.1/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/save-update-webhook/index.html b/docs/API-docs/v1.1/save-update-webhook/index.html index 3e5714763..bc3cc0635 100644 --- a/docs/API-docs/v1.1/save-update-webhook/index.html +++ b/docs/API-docs/v1.1/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1.1/selfsign/index.html b/docs/API-docs/v1.1/selfsign/index.html index af983ebcd..b674e93f3 100644 --- a/docs/API-docs/v1.1/selfsign/index.html +++ b/docs/API-docs/v1.1/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/v1.1/update-document/index.html b/docs/API-docs/v1.1/update-document/index.html index 6725e264b..82ca49ac9 100644 --- a/docs/API-docs/v1.1/update-document/index.html +++ b/docs/API-docs/v1.1/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/v1.1/update-template/index.html b/docs/API-docs/v1.1/update-template/index.html index 024c728f8..333b4fcfd 100644 --- a/docs/API-docs/v1.1/update-template/index.html +++ b/docs/API-docs/v1.1/update-template/index.html @@ -5,7 +5,7 @@ Update Template | OpenSign™ - + diff --git a/docs/API-docs/v1.1/updatefolder/index.html b/docs/API-docs/v1.1/updatefolder/index.html index 9ad04cba2..fe4e89a32 100644 --- a/docs/API-docs/v1.1/updatefolder/index.html +++ b/docs/API-docs/v1.1/updatefolder/index.html @@ -5,7 +5,7 @@ Update Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/contactlist/index.html b/docs/API-docs/v1/contactlist/index.html index fba375e4e..7764c8e25 100644 --- a/docs/API-docs/v1/contactlist/index.html +++ b/docs/API-docs/v1/contactlist/index.html @@ -5,7 +5,7 @@ Get Contact list | OpenSign™ - + diff --git a/docs/API-docs/v1/createcontact/index.html b/docs/API-docs/v1/createcontact/index.html index fa4f32096..3e6f5fe50 100644 --- a/docs/API-docs/v1/createcontact/index.html +++ b/docs/API-docs/v1/createcontact/index.html @@ -5,7 +5,7 @@ Create Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/createdocument/index.html b/docs/API-docs/v1/createdocument/index.html index 7e002b33a..651b9d716 100644 --- a/docs/API-docs/v1/createdocument/index.html +++ b/docs/API-docs/v1/createdocument/index.html @@ -5,7 +5,7 @@ Create Document | OpenSign™ - + diff --git a/docs/API-docs/v1/createdocumentwithtemplateid/index.html b/docs/API-docs/v1/createdocumentwithtemplateid/index.html index 6d075bfdd..8cc146dde 100644 --- a/docs/API-docs/v1/createdocumentwithtemplateid/index.html +++ b/docs/API-docs/v1/createdocumentwithtemplateid/index.html @@ -5,7 +5,7 @@ Create Document from Template | OpenSign™ - + diff --git a/docs/API-docs/v1/createfolder/index.html b/docs/API-docs/v1/createfolder/index.html index 7b5c48bba..6c8f6331d 100644 --- a/docs/API-docs/v1/createfolder/index.html +++ b/docs/API-docs/v1/createfolder/index.html @@ -5,7 +5,7 @@ Create Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/createtemplate/index.html b/docs/API-docs/v1/createtemplate/index.html index 144b4bab1..5405a0311 100644 --- a/docs/API-docs/v1/createtemplate/index.html +++ b/docs/API-docs/v1/createtemplate/index.html @@ -5,7 +5,7 @@ Create Template | OpenSign™ - + diff --git a/docs/API-docs/v1/delete-template/index.html b/docs/API-docs/v1/delete-template/index.html index 26b751b50..f9eca65af 100644 --- a/docs/API-docs/v1/delete-template/index.html +++ b/docs/API-docs/v1/delete-template/index.html @@ -5,7 +5,7 @@ Delete Template | OpenSign™ - + diff --git a/docs/API-docs/v1/delete-webhook/index.html b/docs/API-docs/v1/delete-webhook/index.html index de836350d..037a76b26 100644 --- a/docs/API-docs/v1/delete-webhook/index.html +++ b/docs/API-docs/v1/delete-webhook/index.html @@ -5,7 +5,7 @@ Delete Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/deletecontact/index.html b/docs/API-docs/v1/deletecontact/index.html index 30aeedc93..810c0853b 100644 --- a/docs/API-docs/v1/deletecontact/index.html +++ b/docs/API-docs/v1/deletecontact/index.html @@ -5,7 +5,7 @@ Delete Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/deletedocument/index.html b/docs/API-docs/v1/deletedocument/index.html index 623044139..8e7818298 100644 --- a/docs/API-docs/v1/deletedocument/index.html +++ b/docs/API-docs/v1/deletedocument/index.html @@ -5,7 +5,7 @@ Delete Document | OpenSign™ - + diff --git a/docs/API-docs/v1/deletefolder/index.html b/docs/API-docs/v1/deletefolder/index.html index 9a4e2e5aa..594e640c9 100644 --- a/docs/API-docs/v1/deletefolder/index.html +++ b/docs/API-docs/v1/deletefolder/index.html @@ -5,7 +5,7 @@ Delete Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/draftdocument/index.html b/docs/API-docs/v1/draftdocument/index.html index b30cbc0e3..e1e5a507d 100644 --- a/docs/API-docs/v1/draftdocument/index.html +++ b/docs/API-docs/v1/draftdocument/index.html @@ -5,7 +5,7 @@ Draft Document | OpenSign™ - + diff --git a/docs/API-docs/v1/drafttemplate/index.html b/docs/API-docs/v1/drafttemplate/index.html index ac823cfe7..4ed958ee1 100644 --- a/docs/API-docs/v1/drafttemplate/index.html +++ b/docs/API-docs/v1/drafttemplate/index.html @@ -5,7 +5,7 @@ Draft Template | OpenSign™ - + diff --git a/docs/API-docs/v1/folderlist/index.html b/docs/API-docs/v1/folderlist/index.html index c6f0575bd..b56a8ea37 100644 --- a/docs/API-docs/v1/folderlist/index.html +++ b/docs/API-docs/v1/folderlist/index.html @@ -5,7 +5,7 @@ Get folder list | OpenSign™ - + diff --git a/docs/API-docs/v1/get-template/index.html b/docs/API-docs/v1/get-template/index.html index 57525e1c2..4a18eeb14 100644 --- a/docs/API-docs/v1/get-template/index.html +++ b/docs/API-docs/v1/get-template/index.html @@ -5,7 +5,7 @@ Get Template | OpenSign™ - + diff --git a/docs/API-docs/v1/get-user/index.html b/docs/API-docs/v1/get-user/index.html index 5f611f0d6..4d472fd93 100644 --- a/docs/API-docs/v1/get-user/index.html +++ b/docs/API-docs/v1/get-user/index.html @@ -5,7 +5,7 @@ Get your account details | OpenSign™ - + diff --git a/docs/API-docs/v1/get-webhook/index.html b/docs/API-docs/v1/get-webhook/index.html index 0fb809ed8..e111d71bc 100644 --- a/docs/API-docs/v1/get-webhook/index.html +++ b/docs/API-docs/v1/get-webhook/index.html @@ -5,7 +5,7 @@ Get Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/getcontact/index.html b/docs/API-docs/v1/getcontact/index.html index 5cf1b9ab7..0a84dec30 100644 --- a/docs/API-docs/v1/getcontact/index.html +++ b/docs/API-docs/v1/getcontact/index.html @@ -5,7 +5,7 @@ Get Contact | OpenSign™ - + diff --git a/docs/API-docs/v1/getdocument/index.html b/docs/API-docs/v1/getdocument/index.html index 312889006..87cffdac5 100644 --- a/docs/API-docs/v1/getdocument/index.html +++ b/docs/API-docs/v1/getdocument/index.html @@ -5,7 +5,7 @@ Get Document | OpenSign™ - + diff --git a/docs/API-docs/v1/getdocumentlist/index.html b/docs/API-docs/v1/getdocumentlist/index.html index 0818dc6f3..37703e20a 100644 --- a/docs/API-docs/v1/getdocumentlist/index.html +++ b/docs/API-docs/v1/getdocumentlist/index.html @@ -5,7 +5,7 @@ Get Document list from status | OpenSign™ - + diff --git a/docs/API-docs/v1/getfolder/index.html b/docs/API-docs/v1/getfolder/index.html index f84222c63..630f35ae5 100644 --- a/docs/API-docs/v1/getfolder/index.html +++ b/docs/API-docs/v1/getfolder/index.html @@ -5,7 +5,7 @@ Get Folder | OpenSign™ - + diff --git a/docs/API-docs/v1/gettemplatelist/index.html b/docs/API-docs/v1/gettemplatelist/index.html index 860d3bf71..a922de20e 100644 --- a/docs/API-docs/v1/gettemplatelist/index.html +++ b/docs/API-docs/v1/gettemplatelist/index.html @@ -5,7 +5,7 @@ Get Template list | OpenSign™ - + diff --git a/docs/API-docs/v1/index.html b/docs/API-docs/v1/index.html index 0de2af9c6..3bcb39b32 100644 --- a/docs/API-docs/v1/index.html +++ b/docs/API-docs/v1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/v1/intro/index.html b/docs/API-docs/v1/intro/index.html index cd49506aa..621017d9a 100644 --- a/docs/API-docs/v1/intro/index.html +++ b/docs/API-docs/v1/intro/index.html @@ -5,7 +5,7 @@ Overview | OpenSign™ - + diff --git a/docs/API-docs/v1/opensign-api-v-1/index.html b/docs/API-docs/v1/opensign-api-v-1/index.html index bb6aa13c0..47d3ec14e 100644 --- a/docs/API-docs/v1/opensign-api-v-1/index.html +++ b/docs/API-docs/v1/opensign-api-v-1/index.html @@ -5,7 +5,7 @@ OpenSign API v1 | OpenSign™ - + diff --git a/docs/API-docs/v1/resendrequestmail/index.html b/docs/API-docs/v1/resendrequestmail/index.html index b86b96bf3..47d20ed4e 100644 --- a/docs/API-docs/v1/resendrequestmail/index.html +++ b/docs/API-docs/v1/resendrequestmail/index.html @@ -5,7 +5,7 @@ Resend request mail | OpenSign™ - + diff --git a/docs/API-docs/v1/revokedocument/index.html b/docs/API-docs/v1/revokedocument/index.html index e54f1ab46..24281ea95 100644 --- a/docs/API-docs/v1/revokedocument/index.html +++ b/docs/API-docs/v1/revokedocument/index.html @@ -5,7 +5,7 @@ Revoke Document | OpenSign™ - + diff --git a/docs/API-docs/v1/save-update-webhook/index.html b/docs/API-docs/v1/save-update-webhook/index.html index 937c03831..0e66b63f3 100644 --- a/docs/API-docs/v1/save-update-webhook/index.html +++ b/docs/API-docs/v1/save-update-webhook/index.html @@ -5,7 +5,7 @@ Save or Update Webhook | OpenSign™ - + diff --git a/docs/API-docs/v1/selfsign/index.html b/docs/API-docs/v1/selfsign/index.html index 6baff92c1..4d8939b75 100644 --- a/docs/API-docs/v1/selfsign/index.html +++ b/docs/API-docs/v1/selfsign/index.html @@ -5,7 +5,7 @@ Self Sign | OpenSign™ - + diff --git a/docs/API-docs/v1/update-document/index.html b/docs/API-docs/v1/update-document/index.html index 1d36ede93..5bde8a477 100644 --- a/docs/API-docs/v1/update-document/index.html +++ b/docs/API-docs/v1/update-document/index.html @@ -5,7 +5,7 @@ Update Document | OpenSign™ - + diff --git a/docs/API-docs/v1/update-template/index.html b/docs/API-docs/v1/update-template/index.html index 58c4f6138..035e2f339 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 8c6ef0c50..fc03d069b 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 a79afb4b3..4a8b9605d 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/console/index.html b/docs/category/console/index.html index 645a568e5..7c30b596f 100644 --- a/docs/category/console/index.html +++ b/docs/category/console/index.html @@ -5,7 +5,7 @@ Console | OpenSign™ - + diff --git a/docs/category/create-new-opensign-document/index.html b/docs/category/create-new-opensign-document/index.html index c365ae017..695e248a9 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 a4e0760a7..4a44e5e29 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 229bc0b5f..092d243b4 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 f985bf300..1d7079c21 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 7f3b1107d..4a597bafb 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 2fa1728bb..3de38f324 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 9b4bb0cf7..2e33b2e58 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 df34d6e17..bd90a1850 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 ddfe1d05f..40e073b8c 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 9f0f16b7b..9eaf231c8 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 2709a24f0..c5fd8d200 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 9c5e655a3..b4dfbe42b 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 7fead6a45..149ff889e 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 bd3d88668..31afdcffe 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 156606c03..9e398988b 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 5f4e002fb..530d9f741 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 b8dce2410..8b0657e39 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 6c795d429..79daa441c 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 2780613b8..9d9babe50 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 4aef60900..02bcac53e 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 97943a508..c6d2d61e6 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™ - + @@ -191,25 +191,46 @@ Use the option on the right side to add recipients if you need to include additi

  • Name: The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name 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 Name 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 name widget.
      • +
    • +

      Setting icon: By clicking on the option, you can set the color and font.

      +

      Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.

      +
      • +
    • +

      Add Signer/Change Signer: Clicking the first icon on the Name 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 name widget.

      +

  • Job title: The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title 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 Job title 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 job title widget.
      • +
    • +

      Setting icon: By clicking on the option, you can set the color and font.

      +

      Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.

      +
      • +
    • +

      Add Signer/Change Signer: Clicking the first icon on the Job title 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 job title widget.

      +

  • Company: The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company 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 Company 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 Company widget.
      • +
    • +

      Setting icon: By clicking on the option, you can set the color and font.

      +

      Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.

      +
      • +
    • +

      Add Signer/Change Signer: Clicking the first icon on the Company 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 Company widget.

      +
  • @@ -221,13 +242,6 @@ Use the option on the right side to add recipients if you need to include additi
  • -

    Text: The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer. After placing the Text 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.
      • -
    • Copy : Clicking on this you can duplicate the Text widget.
      • -
    -
    • -

  • Text Input: The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:

    • Setting : The widget settings panel provides additional customization options, including: @@ -237,6 +251,7 @@ Use the option on the right side to add recipients if you need to include additi
    • Marking the field as required or optional
    • Providing a default value
    • Making the field read-only
      • +
    • Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
    • 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
      • @@ -275,6 +290,7 @@ Use the option on the right side to add recipients if you need to include additi
    • Marking the field as required or optional
    • Providing a default value
    • Making the field read-only
      • +
    • Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
    • Adding a hint, which will be displayed on the widget for better clarity

    Custom Validations are also supported, including:

    @@ -318,9 +334,16 @@ Use the option on the right side to add recipients if you need to include additi
  • Email: The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email 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 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.
      • +
    • +

      Setting icon: By clicking on the option, you can set the color and font.

      +

      Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.

      +
      • +
    • +

      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.

      +
    • diff --git a/docs/help/New-Document/sign-yourself/index.html b/docs/help/New-Document/sign-yourself/index.html index 6b69856ca..4c72f0caf 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™ - + diff --git a/docs/help/New-Document/widgets/index.html b/docs/help/New-Document/widgets/index.html index 214a5f9e6..02a86e18d 100644 --- a/docs/help/New-Document/widgets/index.html +++ b/docs/help/New-Document/widgets/index.html @@ -5,7 +5,7 @@ Widgets in OpenSign | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/create-document/index.html b/docs/help/OpenSign™ Drive/create-document/index.html index 8afc67216..6dbeb559d 100644 --- a/docs/help/OpenSign™ Drive/create-document/index.html +++ b/docs/help/OpenSign™ Drive/create-document/index.html @@ -5,7 +5,7 @@ Create Docs & Folders | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/list-grid-view/index.html b/docs/help/OpenSign™ Drive/list-grid-view/index.html index f24429be9..e3bef7f0b 100644 --- a/docs/help/OpenSign™ Drive/list-grid-view/index.html +++ b/docs/help/OpenSign™ Drive/list-grid-view/index.html @@ -5,7 +5,7 @@ Grid vs List view | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/organize-documents/index.html b/docs/help/OpenSign™ Drive/organize-documents/index.html index 834af65e9..37cb1a4ea 100644 --- a/docs/help/OpenSign™ Drive/organize-documents/index.html +++ b/docs/help/OpenSign™ Drive/organize-documents/index.html @@ -5,7 +5,7 @@ OpenSign™ Drive Interface Documentation | OpenSign™ - + diff --git a/docs/help/OpenSign™ Drive/rename-document/index.html b/docs/help/OpenSign™ Drive/rename-document/index.html index b112d8652..4ce106499 100644 --- a/docs/help/OpenSign™ Drive/rename-document/index.html +++ b/docs/help/OpenSign™ Drive/rename-document/index.html @@ -5,7 +5,7 @@ Rename documents from OpenSign™ Drive | OpenSign™ - + diff --git a/docs/help/Reports/completed/index.html b/docs/help/Reports/completed/index.html index 44f4eec64..5495e363f 100644 --- a/docs/help/Reports/completed/index.html +++ b/docs/help/Reports/completed/index.html @@ -5,7 +5,7 @@ Completed | OpenSign™ - + @@ -61,10 +61,18 @@

    Save as template: This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.

  • -

    Fix and resend: This option allows the user to recreate a completed document. -It is useful when the completed document contains missing or incorrect information. Instead of starting from scratch, the user can use this feature to make the necessary edits and resend the document for signature.

    +

    View formdata: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.

    • +

    You can download the data in Excel format using this option.

    +

    You can also print the form details if needed.

    +

    Fields marked with Hide Text with Asterisks will be exported in plain text (unmasked), showing the actual values entered.

    +

    Note: You cannot download form data if any widget names in the document are duplicated — each widget must have a unique name.
    +This feature is available only on the Teams and Enterprise plans.

    +
      +
    • Fix and resend: This option allows the user to recreate a completed document. +It is useful when the completed document contains missing or incorrect information. Instead of starting from scratch, the user can use this feature to make the necessary edits and resend the document for signature.
      • +

    If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.

    Happy signing with OpenSign™!

    diff --git a/docs/help/Reports/contactbook/index.html b/docs/help/Reports/contactbook/index.html index 78ed302f5..38e03ca7f 100644 --- a/docs/help/Reports/contactbook/index.html +++ b/docs/help/Reports/contactbook/index.html @@ -5,7 +5,7 @@ Contactbook | OpenSign™ - + diff --git a/docs/help/Reports/declined/index.html b/docs/help/Reports/declined/index.html index ff9ca4c1e..f21661e64 100644 --- a/docs/help/Reports/declined/index.html +++ b/docs/help/Reports/declined/index.html @@ -5,7 +5,7 @@ Declined | OpenSign™ - + diff --git a/docs/help/Reports/drafts/index.html b/docs/help/Reports/drafts/index.html index 2d07c3c2d..457c9154b 100644 --- a/docs/help/Reports/drafts/index.html +++ b/docs/help/Reports/drafts/index.html @@ -5,7 +5,7 @@ Drafts | OpenSign™ - + diff --git a/docs/help/Reports/expired/index.html b/docs/help/Reports/expired/index.html index 98a15273e..2f35a054c 100644 --- a/docs/help/Reports/expired/index.html +++ b/docs/help/Reports/expired/index.html @@ -5,7 +5,7 @@ Expired | OpenSign™ - + diff --git a/docs/help/Reports/in-progress/index.html b/docs/help/Reports/in-progress/index.html index cee55489b..2ebbfe4b6 100644 --- a/docs/help/Reports/in-progress/index.html +++ b/docs/help/Reports/in-progress/index.html @@ -5,7 +5,7 @@ In Progress | OpenSign™ - + @@ -85,9 +85,17 @@ Upon clicking, a confirmation popup will appear. If the user selects Yes, the te The newly created template will also be available in the Manage Templates list.

  • -

    Delete : If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered.

    +

    View formdata: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.

    • +

    You can download the data in Excel format using this option.

    +

    You can also print the form details if needed.

    +

    Fields marked with Hide Text with Asterisks will be exported in plain text (unmasked), showing the actual values entered.

    +

    Note: You cannot download form data if any widget names in the document are duplicated — each widget must have a unique name.
    +This feature is available only on the Teams and Enterprise plans.

    +
      +
    • Delete : If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered.
      • +

    If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.

    Happy signing with OpenSign™!

    diff --git a/docs/help/Reports/need-your-sign/index.html b/docs/help/Reports/need-your-sign/index.html index cf4bb47a6..d048c1782 100644 --- a/docs/help/Reports/need-your-sign/index.html +++ b/docs/help/Reports/need-your-sign/index.html @@ -5,7 +5,7 @@ Need your sign | OpenSign™ - + diff --git a/docs/help/Settings/APIToken/index.html b/docs/help/Settings/APIToken/index.html index 1b719857b..7ff084a7a 100644 --- a/docs/help/Settings/APIToken/index.html +++ b/docs/help/Settings/APIToken/index.html @@ -5,7 +5,7 @@ API Token | OpenSign™ - + diff --git a/docs/help/Settings/Custom-email-templates/index.html b/docs/help/Settings/Custom-email-templates/index.html index c1f2a9c88..ae5bc3d07 100644 --- a/docs/help/Settings/Custom-email-templates/index.html +++ b/docs/help/Settings/Custom-email-templates/index.html @@ -5,7 +5,7 @@ Custom email templates | OpenSign™ - + diff --git a/docs/help/Settings/Preferences/index.html b/docs/help/Settings/Preferences/index.html index 6ba3d2584..deeb67e1d 100644 --- a/docs/help/Settings/Preferences/index.html +++ b/docs/help/Settings/Preferences/index.html @@ -5,7 +5,7 @@ Preferences | OpenSign™ - + diff --git a/docs/help/Settings/SecurityManagement/index.html b/docs/help/Settings/SecurityManagement/index.html index c564c8445..7510bf4a0 100644 --- a/docs/help/Settings/SecurityManagement/index.html +++ b/docs/help/Settings/SecurityManagement/index.html @@ -5,7 +5,7 @@ Security | OpenSign™ - + diff --git a/docs/help/Settings/Teams/index.html b/docs/help/Settings/Teams/index.html index 4f24476bb..6f074188d 100644 --- a/docs/help/Settings/Teams/index.html +++ b/docs/help/Settings/Teams/index.html @@ -5,7 +5,7 @@ Manage Teams | OpenSign™ - + diff --git a/docs/help/Settings/Webhook/index.html b/docs/help/Settings/Webhook/index.html index 644051a6d..8107f212f 100644 --- a/docs/help/Settings/Webhook/index.html +++ b/docs/help/Settings/Webhook/index.html @@ -5,7 +5,7 @@ Webhook | OpenSign™ - + diff --git a/docs/help/Settings/disabledocumentid/index.html b/docs/help/Settings/disabledocumentid/index.html index 2a9223086..93e57358a 100644 --- a/docs/help/Settings/disabledocumentid/index.html +++ b/docs/help/Settings/disabledocumentid/index.html @@ -5,7 +5,7 @@ Disable DocumentId | OpenSign™ - + diff --git a/docs/help/Settings/manage-users/index.html b/docs/help/Settings/manage-users/index.html index c3848e729..838ede1e2 100644 --- a/docs/help/Settings/manage-users/index.html +++ b/docs/help/Settings/manage-users/index.html @@ -5,7 +5,7 @@ Manage users | OpenSign™ - + diff --git a/docs/help/Settings/my-signature/index.html b/docs/help/Settings/my-signature/index.html index 5a47afe2d..1bcb6b05b 100644 --- a/docs/help/Settings/my-signature/index.html +++ b/docs/help/Settings/my-signature/index.html @@ -5,7 +5,7 @@ My Signature | OpenSign™ - + diff --git a/docs/help/Templates/create-template/index.html b/docs/help/Templates/create-template/index.html index b633fe7d0..a06ea3b7a 100644 --- a/docs/help/Templates/create-template/index.html +++ b/docs/help/Templates/create-template/index.html @@ -5,7 +5,7 @@ Create Templates | OpenSign™ - + @@ -152,17 +152,23 @@ Note: This feature is available exclusively on paid plans.

    Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required.

    After placing the Signature widget, you will see the options on the widget such as:

      -
    • Add Signer/Change Signer: Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      • -
    • Copy Signature: Clicking on this option reveals the following choices. +
    • +

      Add Signer/Change Signer: Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.

      +
      • +
    • +

      Copy Signature: Clicking on this option reveals the following choices.

      • All pages: It will copy the signature widget to all pages.
      • All pages but last: It will copy the signature widget to all pages except the last page.
      • All pages but first: It will copy the signature widget to all pages except the first page.
      • -
    • [2] Add other widgets: Depending on your needs, you can include additional widgets such as:
      • -
    • Stamp: The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. -After placing the Stamp widget, you will see the options on the widget such as: +
    • +

      [2] Add other widgets: Depending on your needs, you can include additional widgets such as:

      +
      • +
    • +

      Stamp: The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. +After placing the Stamp widget, you will see the options on the widget such as:

      • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
      • Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
        • @@ -175,7 +181,8 @@ After placing the Stamp widget, you will see the options on the widget such as:<
      • -
    • Initials: The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as: +
    • +

      Initials: The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:

      • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
      • Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
        • @@ -188,47 +195,66 @@ After placing the Stamp widget, you will see the options on the widget such as:<
      • -
    • Name: The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. -After placing the name widget, you will see the options on the widget such as: +
    • +

      Name: The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. +After placing the name 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 Name 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 name widget.
        • +
      • +

        Setting icon: By clicking on the option, you can set the color and font.

        +

        Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.

        +
        • +
      • +

        Add Signer/Change Signer: Clicking the first icon on the Name 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 name widget.

        +
      • -
    • Job title: The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. -After placing the job title widget, you will see the options on the widget such as: +
    • +

      Job title: The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. +After placing the job title 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 Job title 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 job title widget.
        • +
      • +

        Setting icon: By clicking on the option, you can set the color and font.

        +

        Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.

        +
        • +
      • +

        Add Signer/Change Signer: Clicking the first icon on the Job title 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 job title widget.

        +
      • -
    • Company: The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. -After placing the company widget, you will see the options on the widget such as: +
    • +

      Company: The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. +After placing the company 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 Company 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 Company widget.
        • +
      • +

        Setting icon: By clicking on the option, you can set the color and font.

        +

        Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.

        +
        • +
      • +

        Add Signer/Change Signer: Clicking the first icon on the Company 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 Company widget.

        +
      • -
    • Date: The date widget allows signers to add a date during the signing process. -After placing the date widget, you will see the options on the widget such as: +
    • +

      Date: The date widget allows signers to add a date during the signing process. +After placing the date widget, you will see the options on the widget such as:

      • Setting icon: By clicking on the option, you can choose from various date formats.
      • Add Signer/Change Signer: Clicking the first icon on the Date 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 date widget.
      • -
    • Text: The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer. -After placing the Text 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.
        • -
      • Copy : Clicking on this you can duplicate the Text widget.
        • -
      -
      • -
    • Text Input: The text input field is used to collect input from the signer. Signers can type their responses directly into this field. -After placing the Text Input widget, you will see the options on the widget such as: +
    • +

      Text Input: The text input field is used to collect input from the signer. Signers can type their responses directly into this field. +After placing the Text Input widget, you will see the options on the widget such as:

      • Setting icon: The widget settings panel provides additional customization options, including:
          @@ -237,6 +263,7 @@ After placing the Text Input widget, you will see the options on the widget such
        • Marking the field as required or optional
        • Providing a default value
        • Making the field read-only
          • +
        • Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
        • 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 @@ -280,6 +307,7 @@ For example:
        • Marking the field as required or optional
        • Providing a default value
        • Making the field read-only
          • +
        • Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
        • 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
          • @@ -339,9 +367,16 @@ After placing the Image widget, you will see the options on the widget such as:<

          Email: The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email 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 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.
            • +
          • +

            Setting icon: By clicking on the option, you can set the color and font.

            +

            Hide text with asterisks: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.

            +
            • +
          • +

            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.

            +
        diff --git a/docs/help/Templates/embed-template/index.html b/docs/help/Templates/embed-template/index.html index 0af1c33fc..9fcffd94f 100644 --- a/docs/help/Templates/embed-template/index.html +++ b/docs/help/Templates/embed-template/index.html @@ -5,7 +5,7 @@ Embedding OpenSign templates | OpenSign™ - + diff --git a/docs/help/Templates/manage-templates/index.html b/docs/help/Templates/manage-templates/index.html index 140415a9b..f7de29204 100644 --- a/docs/help/Templates/manage-templates/index.html +++ b/docs/help/Templates/manage-templates/index.html @@ -5,7 +5,7 @@ Manage Templates | OpenSign™ - + @@ -46,6 +46,11 @@ This feature is available exclusively on Teams and Enterprise plans.

        This feature is available exclusively on Teams and Enterprise plans.

        Manage Template Manage Template +

        Download all formdata: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.

        +

        You can download the data in Excel format using this template.

        +

        Fields marked with Hide Text with Asterisks will be exported in plain text (unmasked), showing the actual values entered.

        +

        Note: You cannot download form data if any widget names in the template are duplicated — each widget must have a unique name.
        +This feature is available only on the Teams and Enterprise plans.

        Embed: The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site. Click "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.

        Embed diff --git a/docs/help/Templates/publicTemplate/index.html b/docs/help/Templates/publicTemplate/index.html index 28a23afc9..844169a41 100644 --- a/docs/help/Templates/publicTemplate/index.html +++ b/docs/help/Templates/publicTemplate/index.html @@ -5,7 +5,7 @@ Setting up an OpenSign template for public signing | OpenSign™ - + diff --git a/docs/help/Templates/quick-send/index.html b/docs/help/Templates/quick-send/index.html index e7750544c..73dce6784 100644 --- a/docs/help/Templates/quick-send/index.html +++ b/docs/help/Templates/quick-send/index.html @@ -5,7 +5,7 @@ Quickly Send the Document for Signature Using Template | OpenSign™ - + diff --git a/docs/help/Templates/use-template/index.html b/docs/help/Templates/use-template/index.html index 9e9d3306b..a2bdc1f9a 100644 --- a/docs/help/Templates/use-template/index.html +++ b/docs/help/Templates/use-template/index.html @@ -5,7 +5,7 @@ Use template to create documents | OpenSign™ - + diff --git a/docs/help/User Menu/Console/analystics/index.html b/docs/help/User Menu/Console/analystics/index.html index 4115e8598..80d03e960 100644 --- a/docs/help/User Menu/Console/analystics/index.html +++ b/docs/help/User Menu/Console/analystics/index.html @@ -5,7 +5,7 @@ Analytics | OpenSign™ - + diff --git a/docs/help/User Menu/Console/branding/index.html b/docs/help/User Menu/Console/branding/index.html index ff468da00..efd8e9ffa 100644 --- a/docs/help/User Menu/Console/branding/index.html +++ b/docs/help/User Menu/Console/branding/index.html @@ -5,7 +5,7 @@ Branding | OpenSign™ - + diff --git a/docs/help/User Menu/Console/custom_filestorage/index.html b/docs/help/User Menu/Console/custom_filestorage/index.html index 15c9280de..4cac4c2f6 100644 --- a/docs/help/User Menu/Console/custom_filestorage/index.html +++ b/docs/help/User Menu/Console/custom_filestorage/index.html @@ -5,7 +5,7 @@ Custom File Storage | OpenSign™ - + diff --git a/docs/help/User Menu/Console/emails/index.html b/docs/help/User Menu/Console/emails/index.html index 57ef948d3..b157583ef 100644 --- a/docs/help/User Menu/Console/emails/index.html +++ b/docs/help/User Menu/Console/emails/index.html @@ -5,7 +5,7 @@ Mail | OpenSign™ - + diff --git a/docs/help/User Menu/Console/general/index.html b/docs/help/User Menu/Console/general/index.html index 4469a87b3..94ca35243 100644 --- a/docs/help/User Menu/Console/general/index.html +++ b/docs/help/User Menu/Console/general/index.html @@ -5,7 +5,7 @@ General | OpenSign™ - + diff --git a/docs/help/User Menu/Console/globalSMTP/index.html b/docs/help/User Menu/Console/globalSMTP/index.html index e929884b1..404e67522 100644 --- a/docs/help/User Menu/Console/globalSMTP/index.html +++ b/docs/help/User Menu/Console/globalSMTP/index.html @@ -5,7 +5,7 @@ Global SMTP | OpenSign™ - + diff --git a/docs/help/User Menu/Console/orgadmin/index.html b/docs/help/User Menu/Console/orgadmin/index.html index ac2a7590f..58916dd6d 100644 --- a/docs/help/User Menu/Console/orgadmin/index.html +++ b/docs/help/User Menu/Console/orgadmin/index.html @@ -5,7 +5,7 @@ Org Admins | OpenSign™ - + diff --git a/docs/help/User Menu/Console/organizations/index.html b/docs/help/User Menu/Console/organizations/index.html index 108b43da2..8718f589b 100644 --- a/docs/help/User Menu/Console/organizations/index.html +++ b/docs/help/User Menu/Console/organizations/index.html @@ -5,7 +5,7 @@ Organizations | OpenSign™ - + diff --git a/docs/help/User Menu/Console/signing_certificate/index.html b/docs/help/User Menu/Console/signing_certificate/index.html index 84297c90b..9b197cd04 100644 --- a/docs/help/User Menu/Console/signing_certificate/index.html +++ b/docs/help/User Menu/Console/signing_certificate/index.html @@ -5,7 +5,7 @@ Custom Signing Certificate | OpenSign™ - + diff --git a/docs/help/User Menu/Profile/index.html b/docs/help/User Menu/Profile/index.html index 5e615f67a..6274c4340 100644 --- a/docs/help/User Menu/Profile/index.html +++ b/docs/help/User Menu/Profile/index.html @@ -5,7 +5,7 @@ Profile | OpenSign™ - + diff --git a/docs/help/intro/index.html b/docs/help/intro/index.html index c7fd447c5..9f3ed320e 100644 --- a/docs/help/intro/index.html +++ b/docs/help/intro/index.html @@ -5,7 +5,7 @@ Intro | OpenSign™ - + diff --git a/docs/intro/index.html b/docs/intro/index.html index b09a66de6..9a3388987 100644 --- a/docs/intro/index.html +++ b/docs/intro/index.html @@ -5,7 +5,7 @@ Tutorial Intro | OpenSign™ - + diff --git a/docs/self-host/One-click-Install/DigitalOcean/index.html b/docs/self-host/One-click-Install/DigitalOcean/index.html index 63abada75..469f00969 100644 --- a/docs/self-host/One-click-Install/DigitalOcean/index.html +++ b/docs/self-host/One-click-Install/DigitalOcean/index.html @@ -5,7 +5,7 @@ Digital Ocean | OpenSign™ - + diff --git a/docs/self-host/cloud-storage/s3/index.html b/docs/self-host/cloud-storage/s3/index.html index a62b70a74..3806daa2c 100644 --- a/docs/self-host/cloud-storage/s3/index.html +++ b/docs/self-host/cloud-storage/s3/index.html @@ -5,7 +5,7 @@ AWS S3 | OpenSign™ - + diff --git a/docs/self-host/docker/run-locally/index.html b/docs/self-host/docker/run-locally/index.html index 251274f94..4ca543231 100644 --- a/docs/self-host/docker/run-locally/index.html +++ b/docs/self-host/docker/run-locally/index.html @@ -5,7 +5,7 @@ Self-host OpenSign™ with Docker on Linux/MacOS/Windows | OpenSign™ - + diff --git a/docs/self-host/docker/upgrade-deployment/index.html b/docs/self-host/docker/upgrade-deployment/index.html index 2ac91fa30..6ed3f9ab5 100644 --- a/docs/self-host/docker/upgrade-deployment/index.html +++ b/docs/self-host/docker/upgrade-deployment/index.html @@ -5,7 +5,7 @@ OpenSign™ Self-Hosted 'Upgrade Deployment' Guide Using Docker on Linux, macOS, or Windows | OpenSign™ - + diff --git a/docs/self-host/guides/azure-vm-setup/index.html b/docs/self-host/guides/azure-vm-setup/index.html index a7b8c066b..35d47158a 100644 --- a/docs/self-host/guides/azure-vm-setup/index.html +++ b/docs/self-host/guides/azure-vm-setup/index.html @@ -5,7 +5,7 @@ OpenSign Deployment Guide on Azure VM via command-line | OpenSign™ - + diff --git a/docs/self-host/guides/env-variables/index.html b/docs/self-host/guides/env-variables/index.html index c660644de..55f57f7d1 100644 --- a/docs/self-host/guides/env-variables/index.html +++ b/docs/self-host/guides/env-variables/index.html @@ -5,7 +5,7 @@ ENV variables which are used to setup OpenSign™ with Docker on Localhost | OpenSign™ - + diff --git a/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html b/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html index 29f694048..12fcf8f4a 100644 --- a/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html +++ b/docs/self-host/guides/how-to-generate-self-signed-document-signing-certificate/index.html @@ -5,7 +5,7 @@ How to generate self-signed document signing certificate? | OpenSign™ - + diff --git a/docs/self-host/guides/upgrade-to-v2.1.0/index.html b/docs/self-host/guides/upgrade-to-v2.1.0/index.html index 2e0e55c84..e5212bff1 100644 --- a/docs/self-host/guides/upgrade-to-v2.1.0/index.html +++ b/docs/self-host/guides/upgrade-to-v2.1.0/index.html @@ -5,7 +5,7 @@ How to upgrade self-hosted OpenSign to v2.1.0? | OpenSign™ - + diff --git a/docs/self-host/intro/index.html b/docs/self-host/intro/index.html index 48a2d4714..cc41aab0f 100644 --- a/docs/self-host/intro/index.html +++ b/docs/self-host/intro/index.html @@ -5,7 +5,7 @@ Self-Hosting OpenSign | OpenSign™ - + diff --git a/index.html b/index.html index 566c696cf..4aca3cae0 100644 --- a/index.html +++ b/index.html @@ -5,7 +5,7 @@ Official OpenSign™ Docs - tutorials, API documentation, self-host help & much more. | OpenSign™ - + diff --git a/markdown-page/index.html b/markdown-page/index.html index 8ea30f230..d22cdcd8d 100644 --- a/markdown-page/index.html +++ b/markdown-page/index.html @@ -5,7 +5,7 @@ Markdown page example | OpenSign™ - +