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docs/help/Templates/create-template/index.html
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@@ -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>
<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>: **&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><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>: **&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><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>: **&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><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&#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:<!-- -->
<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>: **&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>
@@ -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>: **&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>
@@ -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&#x27;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>: **&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>