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2025-11-28 14:38:43 +00:00
parent 4f972decfb
commit e8473e8095
167 changed files with 298 additions and 219 deletions
@@ -5,7 +5,7 @@
<meta name="generator" content="Docusaurus v3.7.0">
<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 youre 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 youre 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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@@ -5,7 +5,7 @@
<meta name="generator" content="Docusaurus v3.7.0">
<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 &quot;Enable OTP Verification&quot; feature in OpenSign is designed to add an extra layer of security to the document-signing process by verifying the signers email address. Heres 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 &quot;Enable OTP Verification&quot; feature in OpenSign is designed to add an extra layer of security to the document-signing process by verifying the signers email address. Heres 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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@@ -5,7 +5,7 @@
<meta name="generator" content="Docusaurus v3.7.0">
<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
<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>: **&quot;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>
<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>: **&quot;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>
<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>: **&quot;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>
@@ -221,13 +242,6 @@ Use the option on the right side to add recipients if you need to include additi
</ul>
</li>
<li>
<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&#x27;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>
<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>
<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 : 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>: **&quot;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>: **&quot;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&#x27;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>: **&quot;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">Sign your-self | 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/sign-yourself"><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="Sign your-self | 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/sign-yourself"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/sign-yourself" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/sign-yourself" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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+1 -1
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@@ -5,7 +5,7 @@
<meta name="generator" content="Docusaurus v3.7.0">
<title data-rh="true">Widgets in OpenSign | 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/widgets"><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="Widgets in OpenSign | OpenSign™"><meta data-rh="true" name="description" content="Widgets in OpenSign are interactive fields that you can place on your documents to collect information, signatures, or confirmations from recipients during the signing process."><meta data-rh="true" property="og:description" content="Widgets in OpenSign are interactive fields that you can place on your documents to collect information, signatures, or confirmations from recipients during 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/widgets"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/widgets" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/widgets" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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