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<title data-rh="true">Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Why am I getting 'Ensure this field is accurately filled and meets all requirements'? | OpenSign™"><meta data-rh="true" name="description" content="This happens when you leave a field blank or when you don’t enter correct values in the field, for example not entering email address in correct format."><meta data-rh="true" property="og:description" content="This happens when you leave a field blank or when you don’t enter correct values in the field, for example not entering email address in correct format."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/FAQs/Ensure this field is accurately filled and meets all requirements" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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@@ -5,7 +5,7 @@
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<meta name="generator" content="Docusaurus v3.7.0">
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<title data-rh="true">Max File Upload Size | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/FAQs/Max File Upload Size"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Max File Upload Size | OpenSign™"><meta data-rh="true" name="description" content="❓ What is the default maximum file size that can be uploaded to OpenSign?"><meta data-rh="true" property="og:description" content="❓ What is the default maximum file size that can be uploaded to OpenSign?"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/FAQs/Max File Upload Size"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/FAQs/Max File Upload Size" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/FAQs/Max File Upload Size" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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@@ -5,7 +5,7 @@
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<meta name="generator" content="Docusaurus v3.7.0">
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<title data-rh="true">User Deletion | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/FAQs/User Deletion"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="User Deletion | OpenSign™"><meta data-rh="true" name="description" content="❓ Who can delete users?"><meta data-rh="true" property="og:description" content="❓ Who can delete users?"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/FAQs/User Deletion"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/FAQs/User Deletion" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/FAQs/User Deletion" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<meta name="generator" content="Docusaurus v3.7.0">
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<title data-rh="true">Why is there no dropdown list when I sign a document myself? | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/FAQs/"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Why is there no dropdown list when I sign a document myself? | OpenSign™"><meta data-rh="true" name="description" content="The dropdown list field is available only when you request a signature from others or when you create a template. This is because dropdown lists function as temporary widgets, allowing the user to select one of multiple values. Once a signer selects a value from the dropdown, it is embedded into the document as text. When you sign a document yourself, OpenSign digitally signs it immediately upon clicking the finish button. Therefore, you can use the text widget to add the necessary text to the document."><meta data-rh="true" property="og:description" content="The dropdown list field is available only when you request a signature from others or when you create a template. This is because dropdown lists function as temporary widgets, allowing the user to select one of multiple values. Once a signer selects a value from the dropdown, it is embedded into the document as text. When you sign a document yourself, OpenSign digitally signs it immediately upon clicking the finish button. Therefore, you can use the text widget to add the necessary text to the document."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/FAQs/"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/FAQs/" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/FAQs/" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<meta name="generator" content="Docusaurus v3.7.0">
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<title data-rh="true">Editing Your Document Before Sending | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Editing Your Document Before Sending | OpenSign™"><meta data-rh="true" name="description" content="OpenSign™ lets you polish your PDF before you send it out—whether you’re signing it yourself, requesting signatures, or saving it as a template. You get four core editing controls right in the preview:"><meta data-rh="true" property="og:description" content="OpenSign™ lets you polish your PDF before you send it out—whether you’re signing it yourself, requesting signatures, or saving it as a template. You get four core editing controls right in the preview:"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Enforce email OTP verification | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/New-Document/enforce-email-verification"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Enforce email OTP verification | OpenSign™"><meta data-rh="true" name="description" content="The "Enable OTP Verification" feature in OpenSign is designed to add an extra layer of security to the document-signing process by verifying the signer’s email address. Here’s an in-depth look at how it works, when to use it, and its impact on the signing process."><meta data-rh="true" property="og:description" content="The "Enable OTP Verification" feature in OpenSign is designed to add an extra layer of security to the document-signing process by verifying the signer’s email address. Here’s an in-depth look at how it works, when to use it, and its impact on the signing process."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/New-Document/enforce-email-verification"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/enforce-email-verification" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/enforce-email-verification" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<meta name="generator" content="Docusaurus v3.7.0">
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<title data-rh="true">Request signatures | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/New-Document/request-signatures"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Request signatures | OpenSign™"><meta data-rh="true" name="description" content="Interface Overview"><meta data-rh="true" property="og:description" content="Interface Overview"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/New-Document/request-signatures"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/request-signatures" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/request-signatures" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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@@ -191,25 +191,46 @@ Use the option on the right side to add recipients if you need to include additi
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<li>
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<p><strong>Name</strong>: 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:</p>
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<ul>
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<li>Setting icon: By clicking on the option, you can set the color and font.</li>
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<li>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.</li>
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<li>Copy : Clicking on this you can duplicate the name widget.</li>
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<li>
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<p>Setting icon: By clicking on the option, you can set the color and font.</p>
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<p><strong>Hide text with asterisks</strong>: **"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.</p>
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</li>
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<li>
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<p>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.</p>
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</li>
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<li>
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<p>Copy : Clicking on this you can duplicate the name widget.</p>
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</li>
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</ul>
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</li>
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<li>
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<p><strong>Job title</strong>: 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:</p>
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<ul>
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<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||||
<li>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.</li>
|
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<li>Copy : Clicking on this you can duplicate the job title widget.</li>
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<li>
|
||||
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
|
||||
<p><strong>Hide text with asterisks</strong>: **"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.</p>
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</li>
|
||||
<li>
|
||||
<p>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.</p>
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</li>
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<li>
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<p>Copy : Clicking on this you can duplicate the job title widget.</p>
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</li>
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</ul>
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</li>
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<li>
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<p><strong>Company</strong>: 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:</p>
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||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||||
<li>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.</li>
|
||||
<li>Copy : Clicking on this you can duplicate the Company widget.</li>
|
||||
<li>
|
||||
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
|
||||
<p><strong>Hide text with asterisks</strong>: **"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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>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.</p>
|
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</li>
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<li>
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<p>Copy : Clicking on this you can duplicate the Company widget.</p>
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</li>
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</ul>
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</li>
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<li>
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@@ -221,13 +242,6 @@ Use the option on the right side to add recipients if you need to include additi
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</ul>
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</li>
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<li>
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<p><strong>Text</strong>: 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:</p>
|
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<ul>
|
||||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
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<li>Copy : Clicking on this you can duplicate the Text widget.</li>
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</ul>
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||||
</li>
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||||
<li>
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||||
<p><strong>Text Input</strong>: 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:</p>
|
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<ul>
|
||||
<li>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
|
||||
<li>Marking the field as <strong>required</strong> or <strong>optional</strong></li>
|
||||
<li>Providing a <strong>default value</strong></li>
|
||||
<li>Making the field <strong>read-only</strong></li>
|
||||
<li><strong>Hide text with asterisks</strong>: **"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.</li>
|
||||
<li>Adding a <strong>hint</strong>, which will be displayed on the widget for better clarity</li>
|
||||
<li><strong>Custom Validations</strong> are also supported, including:</li>
|
||||
<li>Predefined formats like <strong>SSN</strong>, <strong>email</strong>, or <strong>numeric values</strong></li>
|
||||
@@ -275,6 +290,7 @@ Use the option on the right side to add recipients if you need to include additi
|
||||
<li>Marking the field as <strong>required</strong> or <strong>optional</strong></li>
|
||||
<li>Providing a <strong>default value</strong></li>
|
||||
<li>Making the field <strong>read-only</strong></li>
|
||||
<li><strong>Hide text with asterisks</strong>: **"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.</li>
|
||||
<li>Adding a <strong>hint</strong>, which will be displayed on the widget for better clarity</li>
|
||||
</ul>
|
||||
<p><strong>Custom Validations</strong> are also supported, including:</p>
|
||||
@@ -318,9 +334,16 @@ Use the option on the right side to add recipients if you need to include additi
|
||||
</li>
|
||||
<li><strong>Email</strong>: 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:<!-- -->
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||||
<li>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.</li>
|
||||
<li>Copy : Clicking on this you can duplicate the email widget.</li>
|
||||
<li>
|
||||
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
|
||||
<p><strong>Hide text with asterisks</strong>: **"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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Copy : Clicking on this you can duplicate the email widget.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
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|
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<meta name="generator" content="Docusaurus v3.7.0">
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<title data-rh="true">Grid vs List view | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/list-grid-view"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Grid vs List view | OpenSign™"><meta data-rh="true" name="description" content="- Navigate to OpenSign drive using the main menu or clicking this link."><meta data-rh="true" property="og:description" content="- Navigate to OpenSign drive using the main menu or clicking this link."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/list-grid-view"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/list-grid-view" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/list-grid-view" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">OpenSign™ Drive Interface Documentation | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/organize-documents"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="OpenSign™ Drive Interface Documentation | OpenSign™"><meta data-rh="true" name="description" content="Overview"><meta data-rh="true" property="og:description" content="Overview"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/organize-documents"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/organize-documents" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/organize-documents" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Rename documents from OpenSign™ Drive | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/rename-document"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Rename documents from OpenSign™ Drive | OpenSign™"><meta data-rh="true" name="description" content="The OpenSign™ Drive interface allows users to rename their documents efficiently."><meta data-rh="true" property="og:description" content="The OpenSign™ Drive interface allows users to rename their documents efficiently."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/rename-document"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/rename-document" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/OpenSign™ Drive/rename-document" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Contactbook | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Reports/contactbook"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Contactbook | OpenSign™"><meta data-rh="true" name="description" content="The Contactbook report in OpenSign enables you to add and manage contacts."><meta data-rh="true" property="og:description" content="The Contactbook report in OpenSign enables you to add and manage contacts."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Reports/contactbook"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Reports/contactbook" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Reports/contactbook" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Declined | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Reports/declined"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Declined | OpenSign™"><meta data-rh="true" name="description" content="The "Declined documents" report within OpenSign serves as a vital tool for managing and reviewing all declined documents that have been processed through the platform. This guide will walk you through the key features and functionalities of the "Declined documents" report, enabling you to efficiently navigate and manage your signed documents."><meta data-rh="true" property="og:description" content="The "Declined documents" report within OpenSign serves as a vital tool for managing and reviewing all declined documents that have been processed through the platform. This guide will walk you through the key features and functionalities of the "Declined documents" report, enabling you to efficiently navigate and manage your signed documents."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Reports/declined"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Reports/declined" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Reports/declined" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Drafts | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Reports/drafts"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Drafts | OpenSign™"><meta data-rh="true" name="description" content="The Draft documents section in OpenSign helps you manage all your in-progress documents easily. This feature allows you to save, review, and edit documents before sending them for signature. Here's a detailed overview of how to navigate and use the Draft Documents report effectively."><meta data-rh="true" property="og:description" content="The Draft documents section in OpenSign helps you manage all your in-progress documents easily. This feature allows you to save, review, and edit documents before sending them for signature. Here's a detailed overview of how to navigate and use the Draft Documents report effectively."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Reports/drafts"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Reports/drafts" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Reports/drafts" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Security | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Security | OpenSign™"><meta data-rh="true" name="description" content="✅ Two-Factor Authentication (2FA)"><meta data-rh="true" property="og:description" content="✅ Two-Factor Authentication (2FA)"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/SecurityManagement" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Manage Teams | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Settings/Teams"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Manage Teams | OpenSign™"><meta data-rh="true" name="description" content="The Teams feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration."><meta data-rh="true" property="og:description" content="The Teams feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Settings/Teams"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/Teams" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/Teams" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Disable DocumentId | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Settings/disabledocumentid"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Disable DocumentId | OpenSign™"><meta data-rh="true" name="description" content="Whenever a document is signed by all parties, OpenSign™ adds a DocumentId at the top left corner of the digitally signed document."><meta data-rh="true" property="og:description" content="Whenever a document is signed by all parties, OpenSign™ adds a DocumentId at the top left corner of the digitally signed document."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Settings/disabledocumentid"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/disabledocumentid" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/disabledocumentid" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||||
<link rel="alternate" type="application/atom+xml" href="/blog/atom.xml" title="OpenSign™ Atom Feed"><link rel="stylesheet" href="/assets/css/styles.6bed5790.css">
|
||||
<script src="/assets/js/runtime~main.d6a46b33.js" defer="defer"></script>
|
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<script src="/assets/js/runtime~main.5532a30d.js" defer="defer"></script>
|
||||
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|
||||
</head>
|
||||
<body class="navigation-with-keyboard">
|
||||
|
||||
@@ -5,7 +5,7 @@
|
||||
<meta name="generator" content="Docusaurus v3.7.0">
|
||||
<title data-rh="true">Manage users | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Settings/manage-users"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Manage users | OpenSign™"><meta data-rh="true" name="description" content="The User Management feature in OpenSign allows administrators to add, edit, and manage users within the platform. This functionality is available on Self-Hosted, Teams, and Enterprise plans."><meta data-rh="true" property="og:description" content="The User Management feature in OpenSign allows administrators to add, edit, and manage users within the platform. This functionality is available on Self-Hosted, Teams, and Enterprise plans."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Settings/manage-users"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/manage-users" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/manage-users" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||||
<link rel="alternate" type="application/atom+xml" href="/blog/atom.xml" title="OpenSign™ Atom Feed"><link rel="stylesheet" href="/assets/css/styles.6bed5790.css">
|
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<script src="/assets/js/runtime~main.d6a46b33.js" defer="defer"></script>
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<script src="/assets/js/runtime~main.5532a30d.js" defer="defer"></script>
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</head>
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<body class="navigation-with-keyboard">
|
||||
|
||||
@@ -5,7 +5,7 @@
|
||||
<meta name="generator" content="Docusaurus v3.7.0">
|
||||
<title data-rh="true">My Signature | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Settings/my-signature"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="My Signature | OpenSign™"><meta data-rh="true" name="description" content="This guide provides instructions on how to save your signature and initials using the OpenSign application. Once saved, you can use them with one click when signing documents. To create your signature, start by clicking the "My Signature" link under "settings" menu."><meta data-rh="true" property="og:description" content="This guide provides instructions on how to save your signature and initials using the OpenSign application. Once saved, you can use them with one click when signing documents. To create your signature, start by clicking the "My Signature" link under "settings" menu."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Settings/my-signature"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/my-signature" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/my-signature" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||||
<link rel="alternate" type="application/atom+xml" href="/blog/atom.xml" title="OpenSign™ Atom Feed"><link rel="stylesheet" href="/assets/css/styles.6bed5790.css">
|
||||
<script src="/assets/js/runtime~main.d6a46b33.js" defer="defer"></script>
|
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<script src="/assets/js/runtime~main.5532a30d.js" defer="defer"></script>
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<script src="/assets/js/main.fbed2f27.js" defer="defer"></script>
|
||||
</head>
|
||||
<body class="navigation-with-keyboard">
|
||||
|
||||
@@ -5,7 +5,7 @@
|
||||
<meta name="generator" content="Docusaurus v3.7.0">
|
||||
<title data-rh="true">Create Templates | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/create-template"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Create Templates | OpenSign™"><meta data-rh="true" name="description" content="Getting Started"><meta data-rh="true" property="og:description" content="Getting Started"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/create-template"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/create-template" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/create-template" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||||
<link rel="alternate" type="application/atom+xml" href="/blog/atom.xml" title="OpenSign™ Atom Feed"><link rel="stylesheet" href="/assets/css/styles.6bed5790.css">
|
||||
<script src="/assets/js/runtime~main.d6a46b33.js" defer="defer"></script>
|
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<script src="/assets/js/runtime~main.5532a30d.js" defer="defer"></script>
|
||||
<script src="/assets/js/main.fbed2f27.js" defer="defer"></script>
|
||||
</head>
|
||||
<body class="navigation-with-keyboard">
|
||||
@@ -152,17 +152,23 @@ Note: This feature is available exclusively on paid plans.</li>
|
||||
<p>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.</p>
|
||||
<p>After placing the Signature widget, you will see the options on the widget such as:</p>
|
||||
<ul>
|
||||
<li><strong>Add Signer/Change Signer</strong>: 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.</li>
|
||||
<li><strong>Copy Signature</strong>: Clicking on this option reveals the following choices.<!-- -->
|
||||
<li>
|
||||
<p><strong>Add Signer/Change Signer</strong>: 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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><strong>Copy Signature</strong>: Clicking on this option reveals the following choices.</p>
|
||||
<ul>
|
||||
<li>All pages: It will copy the signature widget to all pages.</li>
|
||||
<li>All pages but last: It will copy the signature widget to all pages except the last page.</li>
|
||||
<li>All pages but first: It will copy the signature widget to all pages except the first page.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>[2] Add other widgets</strong>: Depending on your needs, you can include additional widgets such as:</li>
|
||||
<li><strong>Stamp</strong>: 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:<!-- -->
|
||||
<li>
|
||||
<p><strong>[2] Add other widgets</strong>: Depending on your needs, you can include additional widgets such as:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><strong>Stamp</strong>: 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:</p>
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.</li>
|
||||
<li>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.</li>
|
||||
@@ -175,7 +181,8 @@ After placing the Stamp widget, you will see the options on the widget such as:<
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>Initials</strong>: 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:<!-- -->
|
||||
<li>
|
||||
<p><strong>Initials</strong>: 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:</p>
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.</li>
|
||||
<li>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.</li>
|
||||
@@ -188,47 +195,66 @@ After placing the Stamp widget, you will see the options on the widget such as:<
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>Name</strong>: 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:<!-- -->
|
||||
<li>
|
||||
<p><strong>Name</strong>: 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:</p>
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||||
<li>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.</li>
|
||||
<li>Copy : Clicking on this you can duplicate the name widget.</li>
|
||||
<li>
|
||||
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
|
||||
<p><strong>Hide text with asterisks</strong>: **"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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Copy : Clicking on this you can duplicate the name widget.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>Job title</strong>: 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:<!-- -->
|
||||
<li>
|
||||
<p><strong>Job title</strong>: 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:</p>
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||||
<li>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.</li>
|
||||
<li>Copy : Clicking on this you can duplicate the job title widget.</li>
|
||||
<li>
|
||||
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
|
||||
<p><strong>Hide text with asterisks</strong>: **"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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Copy : Clicking on this you can duplicate the job title widget.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>Company</strong>: 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:<!-- -->
|
||||
<li>
|
||||
<p><strong>Company</strong>: 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:</p>
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||||
<li>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.</li>
|
||||
<li>Copy : Clicking on this you can duplicate the Company widget.</li>
|
||||
<li>
|
||||
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
|
||||
<p><strong>Hide text with asterisks</strong>: **"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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Copy : Clicking on this you can duplicate the Company widget.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>Date</strong>: 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:<!-- -->
|
||||
<li>
|
||||
<p><strong>Date</strong>: 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:</p>
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can choose from various date formats.</li>
|
||||
<li>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.</li>
|
||||
<li>Copy : Clicking on this you can duplicate the date widget.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>Text</strong>: 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:<!-- -->
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||||
<li>Copy : Clicking on this you can duplicate the Text widget.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>Text Input</strong>: 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:<!-- -->
|
||||
<li>
|
||||
<p><strong>Text Input</strong>: 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:</p>
|
||||
<ul>
|
||||
<li>Setting icon: The widget settings panel provides additional customization options, including:<!-- -->
|
||||
<ul>
|
||||
@@ -237,6 +263,7 @@ After placing the Text Input widget, you will see the options on the widget such
|
||||
<li>Marking the field as <strong>required</strong> or <strong>optional</strong></li>
|
||||
<li>Providing a <strong>default value</strong></li>
|
||||
<li>Making the field <strong>read-only</strong></li>
|
||||
<li><strong>Hide text with asterisks</strong>: **"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.</li>
|
||||
<li>Adding a <strong>hint</strong>, which will be displayed on the widget for better clarity</li>
|
||||
<li><strong>Custom Validations</strong> are also supported, including:</li>
|
||||
<li>Predefined formats like <strong>SSN</strong>, <strong>email</strong>, or <strong>numeric values</strong>
|
||||
@@ -280,6 +307,7 @@ For example:<!-- -->
|
||||
<li>Marking the field as <strong>required</strong> or <strong>optional</strong></li>
|
||||
<li>Providing a <strong>default value</strong></li>
|
||||
<li>Making the field <strong>read-only</strong></li>
|
||||
<li><strong>Hide text with asterisks</strong>: **"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.</li>
|
||||
<li>Adding a <strong>hint</strong>, which will be displayed on the widget for better clarity</li>
|
||||
<li><strong>Custom Validations</strong> are also supported, including:</li>
|
||||
<li>Predefined formats like <strong>SSN</strong>, <strong>email</strong>, or <strong>numeric values</strong></li>
|
||||
@@ -339,9 +367,16 @@ After placing the Image widget, you will see the options on the widget such as:<
|
||||
<p><strong>Email</strong>: 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:</p>
|
||||
<ul>
|
||||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||||
<li>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.</li>
|
||||
<li>Copy : Clicking on this you can duplicate the email widget.</li>
|
||||
<li>
|
||||
<p>Setting icon: By clicking on the option, you can set the color and font.</p>
|
||||
<p><strong>Hide text with asterisks</strong>: **"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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>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.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Copy : Clicking on this you can duplicate the email widget.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
@@ -5,7 +5,7 @@
|
||||
<meta name="generator" content="Docusaurus v3.7.0">
|
||||
<title data-rh="true">Embedding OpenSign templates | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/embed-template"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Embedding OpenSign templates | OpenSign™"><meta data-rh="true" name="description" content="OpenSign Template Embedding allows users to seamlessly integrate public document templates into their websites or applications. By embedding templates, you can provide a direct and interactive signing experience for your users without requiring them to leave your platform. This feature supports various technologies like React, Next.js, HTML, JavaScript, and Angular, making it easy to add signing capabilities to different web projects."><meta data-rh="true" property="og:description" content="OpenSign Template Embedding allows users to seamlessly integrate public document templates into their websites or applications. By embedding templates, you can provide a direct and interactive signing experience for your users without requiring them to leave your platform. This feature supports various technologies like React, Next.js, HTML, JavaScript, and Angular, making it easy to add signing capabilities to different web projects."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/embed-template"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/embed-template" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/embed-template" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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||||
<title data-rh="true">Manage Templates | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/manage-templates"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Manage Templates | OpenSign™"><meta data-rh="true" name="description" content="Viewing and Managing Templates"><meta data-rh="true" property="og:description" content="Viewing and Managing Templates"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/manage-templates"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/manage-templates" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/manage-templates" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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@@ -46,6 +46,11 @@ This feature is available exclusively on Teams and Enterprise plans.</p>
|
||||
This feature is available exclusively on Teams and Enterprise plans.</p>
|
||||
<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/89780622-dd0d-47b7-b3b2-a71d537d7967">
|
||||
<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/fdc98efe-dc2d-4e53-bc66-be3aab07eef0">
|
||||
<p><strong>Download all formdata</strong>: 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.</p>
|
||||
<p>You can download the data in Excel format using this template.</p>
|
||||
<p>Fields marked with <strong>Hide Text with Asterisks</strong> will be exported in plain text (unmasked), showing the actual values entered.</p>
|
||||
<p><strong>Note:</strong> You cannot download form data if any widget names in the template are duplicated — each widget must have a unique name.<br>
|
||||
<!-- -->This feature is available only on the <strong>Teams</strong> and <strong>Enterprise</strong> plans.</p>
|
||||
<p><strong>Embed</strong>: 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.</p>
|
||||
<img width="828" alt="Embed" src="https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29">
|
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|
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<title data-rh="true">Setting up an OpenSign template for public signing | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/publicTemplate"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Setting up an OpenSign template for public signing | OpenSign™"><meta data-rh="true" name="description" content="The OpenSign Public profile feature offers the ultimate public document signing solution without any need for integrations. With this feature, users can share document templates publicly, allowing anyone to access and sign the documents directly through the shared templates. This streamlines the signing process by providing a seamless, accessible way for public signers to complete documents without additional steps or integrations."><meta data-rh="true" property="og:description" content="The OpenSign Public profile feature offers the ultimate public document signing solution without any need for integrations. With this feature, users can share document templates publicly, allowing anyone to access and sign the documents directly through the shared templates. This streamlines the signing process by providing a seamless, accessible way for public signers to complete documents without additional steps or integrations."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/publicTemplate"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/publicTemplate" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/publicTemplate" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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||||
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|
||||
<title data-rh="true">Quickly Send the Document for Signature Using Template | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/quick-send"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Quickly Send the Document for Signature Using Template | OpenSign™"><meta data-rh="true" name="description" content="Step 1: Begin New Template Creation"><meta data-rh="true" property="og:description" content="Step 1: Begin New Template Creation"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/quick-send"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/quick-send" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/quick-send" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
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|
||||
<title data-rh="true">Use template to create documents | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/use-template"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Use template to create documents | OpenSign™"><meta data-rh="true" name="description" content="Step 1: Begin New Template Creation"><meta data-rh="true" property="og:description" content="Step 1: Begin New Template Creation"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/use-template"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/use-template" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/use-template" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||||
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||||
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|
||||
<meta name="generator" content="Docusaurus v3.7.0">
|
||||
<title data-rh="true">Analytics | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/analystics"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Analytics | OpenSign™"><meta data-rh="true" name="description" content="Documents Signed"><meta data-rh="true" property="og:description" content="Documents Signed"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/analystics"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/analystics" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/analystics" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
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||||
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||||
<title data-rh="true">Branding | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/branding"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Branding | OpenSign™"><meta data-rh="true" name="description" content="Custom Subdomain"><meta data-rh="true" property="og:description" content="Custom Subdomain"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/branding"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/branding" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/branding" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||||
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||||
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|
||||
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|
||||
<title data-rh="true">Custom File Storage | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/custom_filestorage"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Custom File Storage | OpenSign™"><meta data-rh="true" name="description" content="🌩️ Introduction to BYOC (Bring Your Own Cloud)"><meta data-rh="true" property="og:description" content="🌩️ Introduction to BYOC (Bring Your Own Cloud)"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/custom_filestorage"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/custom_filestorage" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/custom_filestorage" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||||
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||||
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||||
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||||
<title data-rh="true">Mail | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/emails"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Mail | OpenSign™"><meta data-rh="true" name="description" content="This page allows the admin user to configure and manage customized email templates at the organization level."><meta data-rh="true" property="og:description" content="This page allows the admin user to configure and manage customized email templates at the organization level."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/emails"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/emails" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/emails" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
|
||||
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|
||||
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<title data-rh="true">General | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/general"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="General | OpenSign™"><meta data-rh="true" name="description" content="The General Settings section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform."><meta data-rh="true" property="og:description" content="The General Settings section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/general"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/general" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/general" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Global SMTP | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/globalSMTP"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Global SMTP | OpenSign™"><meta data-rh="true" name="description" content="🏢 SMTP at the Organization Level"><meta data-rh="true" property="og:description" content="🏢 SMTP at the Organization Level"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/globalSMTP"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/globalSMTP" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/globalSMTP" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Org Admins | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/orgadmin"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Org Admins | OpenSign™"><meta data-rh="true" name="description" content="The Org Admins section allows administrators to manage organization-level admin users within OpenSign."><meta data-rh="true" property="og:description" content="The Org Admins section allows administrators to manage organization-level admin users within OpenSign."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/orgadmin"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/orgadmin" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/orgadmin" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Organizations | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/organizations"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Organizations | OpenSign™"><meta data-rh="true" name="description" content="The Organizations section in OpenSign allows administrators to create and manage separate groups within a Team or Enterprise account."><meta data-rh="true" property="og:description" content="The Organizations section in OpenSign allows administrators to create and manage separate groups within a Team or Enterprise account."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/organizations"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/organizations" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/organizations" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Custom Signing Certificate | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Console/signing_certificate"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Custom Signing Certificate | OpenSign™"><meta data-rh="true" name="description" content="The Custom Signing Certificate page allows you to upload and manage your own digital signing certificate (PFX format) for secure and verified document signing in OpenSign."><meta data-rh="true" property="og:description" content="The Custom Signing Certificate page allows you to upload and manage your own digital signing certificate (PFX format) for secure and verified document signing in OpenSign."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/signing_certificate"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/signing_certificate" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/signing_certificate" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Profile | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/User Menu/Profile"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Profile | OpenSign™"><meta data-rh="true" name="description" content="The Profile in OpenSign allows users to manage their personal and account-related details. You can update your information, verify your email, and set up a public profile."><meta data-rh="true" property="og:description" content="The Profile in OpenSign allows users to manage their personal and account-related details. You can update your information, verify your email, and set up a public profile."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Profile"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Profile" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Profile" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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<title data-rh="true">Intro | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/intro"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Intro | OpenSign™"><meta data-rh="true" name="description" content="🌟Get ready for an electrifying journey at OpenSign™, the most incredibly documented open source document signing solution! 🚀 This is your go-to spot for diving deep into everything OpenSign™ has to offer. Whether you’re just starting out or you’re a seasoned pro eager to uncover even more cool features, we’ve got you covered with the most awesome, top-notch guides and resources around. Get ready to make the most out of OpenSign™ 🎉📚🔍 Your adventure in excellence starts here! 🌈✨🌟"><meta data-rh="true" property="og:description" content="🌟Get ready for an electrifying journey at OpenSign™, the most incredibly documented open source document signing solution! 🚀 This is your go-to spot for diving deep into everything OpenSign™ has to offer. Whether you’re just starting out or you’re a seasoned pro eager to uncover even more cool features, we’ve got you covered with the most awesome, top-notch guides and resources around. Get ready to make the most out of OpenSign™ 🎉📚🔍 Your adventure in excellence starts here! 🌈✨🌟"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/intro"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/intro" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/intro" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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