From 3d6e83b4af9926027a1c0537f95ead6b854b456e Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 1 Aug 2025 13:36:01 +0530 Subject: [PATCH 1/6] Update in-progress.md update the content and images on the page. --- docs/docs/help/Reports/in-progress.md | 15 +++++++++------ 1 file changed, 9 insertions(+), 6 deletions(-) diff --git a/docs/docs/help/Reports/in-progress.md b/docs/docs/help/Reports/in-progress.md index be47b8dfe..ee180cd62 100644 --- a/docs/docs/help/Reports/in-progress.md +++ b/docs/docs/help/Reports/in-progress.md @@ -15,9 +15,7 @@ The In-Progress documents report in OpenSign helps you monitor and manage docume The "In progress documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose: -Inprogress documents - -- **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents. +Inprogress documents - **Title:** The "Title" column displays the name of the document. @@ -28,9 +26,8 @@ The "In progress documents" report is displayed in a tabular format, presenting - **File:** Here, you will find a **"Download"** link that allows you to directly download the In-progress document to your local device for review. - **Status:** This column displays the current status of the document, indicating whether it has been viewed or signed by the signer. Once the signer has viewed or signed the document, the Owner of the document can click "View" to see the activity logs. - -Inprogress documents +Inprogress documents - **Signers:** The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers. @@ -40,7 +37,7 @@ The "In progress documents" report also includes several actions icons for each - **Share Document:** The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification. -Inprogress documents +Inprogress documents Upon clicking the Share icon, a pop-up window titled Copy link will appear. This window provides multiple options to share the document link with designated recipients. @@ -59,10 +56,16 @@ The pop-up will display a list of email addresses of the intended recipients or resend document +- **Rename:** Allows the user to rename the document. + - **Revoke:** If there’s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document. resend document +- **Save as template:** This option allows the user to save the current document as a reusable template. +Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. +The newly created template will also be available in the Manage Templates list. + - **Delete :** If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered. If you require more help, feel free to reach out to our customer support on support@opensignlabs.com. From 743b751b5aa6a998c28e34850eb322c072b735f1 Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 1 Aug 2025 13:56:56 +0530 Subject: [PATCH 2/6] Update completed.md update the images and the text on the complete report --- docs/docs/help/Reports/completed.md | 9 ++++++++- 1 file changed, 8 insertions(+), 1 deletion(-) diff --git a/docs/docs/help/Reports/completed.md b/docs/docs/help/Reports/completed.md index 5f67df156..35276c088 100644 --- a/docs/docs/help/Reports/completed.md +++ b/docs/docs/help/Reports/completed.md @@ -19,7 +19,7 @@ The "Completed documents" report within OpenSign serves as a vital tool for mana The "Completed documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose: -OpenSign_Signyourself +OpenSign_Signyourself - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents. @@ -43,6 +43,13 @@ The "Completed documents" report also includes several actions icons for each do - **Delete Document:** The trash bin icon enables you to permanently delete a document from your completed list. Be cautious, as this action cannot be undone. +OpenSign_Signyourself + +- **Save as template:** This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list. + +- **Fix and resend:** This option allows the user to recreate a completed document. +It is useful when the completed document contains missing or incorrect information. Instead of starting from scratch, the user can use this feature to make the necessary edits and resend the document for signature. + If you require more help, feel free to reach out to our customer support on support@opensignlabs.com. Happy signing with OpenSign™! From 81a426b08704e6992a269a70a87874421c4e351b Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 1 Aug 2025 13:59:23 +0530 Subject: [PATCH 3/6] Update drafts.md update the image and content on the draft document report. --- docs/docs/help/Reports/drafts.md | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/docs/docs/help/Reports/drafts.md b/docs/docs/help/Reports/drafts.md index a483eec7c..7c9e25379 100644 --- a/docs/docs/help/Reports/drafts.md +++ b/docs/docs/help/Reports/drafts.md @@ -16,7 +16,7 @@ The Draft documents section in OpenSign helps you manage all your in-progress do The Draft documents section provides an organized list of all documents that are saved as drafts. Each draft entry contains key details that help you quickly identify and manage your documents. Here’s a breakdown of the information available: -Draft documents +Draft documents - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents. @@ -39,7 +39,9 @@ The "Draft documents" report also includes several actions icons for each docume - **Edit:** If you need to make changes to your draft, click the edit (pencil) icon. This will open the document for you to make the necessary modifications before sending it for signatures. - **Delete:** If a draft is no longer needed, click the trash icon to delete it. Be cautious when using this action as deleted drafts cannot be recovered. - + +- **Save as template:** This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list. +- If you require more help, feel free to reach out to our customer support on support@opensignlabs.com. Happy signing with OpenSign™! From 05a922446a0340e7352ececad32538574a2cb0f9 Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 1 Aug 2025 14:00:42 +0530 Subject: [PATCH 4/6] Update drafts.md removed the extra text --- docs/docs/help/Reports/drafts.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/docs/help/Reports/drafts.md b/docs/docs/help/Reports/drafts.md index 7c9e25379..8f8b11292 100644 --- a/docs/docs/help/Reports/drafts.md +++ b/docs/docs/help/Reports/drafts.md @@ -41,7 +41,7 @@ The "Draft documents" report also includes several actions icons for each docume - **Delete:** If a draft is no longer needed, click the trash icon to delete it. Be cautious when using this action as deleted drafts cannot be recovered. - **Save as template:** This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list. -- + If you require more help, feel free to reach out to our customer support on support@opensignlabs.com. Happy signing with OpenSign™! From 475b2e09af5f3ac5ff0dd201139e5e3c663da0e8 Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 1 Aug 2025 14:06:10 +0530 Subject: [PATCH 5/6] Update expired.md update the text and images on the expired documents report. --- docs/docs/help/Reports/expired.md | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/docs/docs/help/Reports/expired.md b/docs/docs/help/Reports/expired.md index 85af85d1c..c83e24b76 100644 --- a/docs/docs/help/Reports/expired.md +++ b/docs/docs/help/Reports/expired.md @@ -32,9 +32,13 @@ The Expired documents report displays a list of documents that have not been sig For each expired document, you can perform several actions: +Expired document + - **Delete**: Deletes the document from your OpenSign account. - **View**: Opens the document in a viewer within OpenSign, allowing you to review the details and contents of the document. - +- **Extend expiry date**: This option allows the user to extend the document's expiration date, keeping it available for signing. +- **Save as template**: This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list. + ## Managing Expired documents Managing your expired documents effectively can help ensure that no important document is overlooked. Consider the following tips: From 24c6e9f5c0d3dd52c89e4feb1b8f75dfc0b53d68 Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 1 Aug 2025 14:10:54 +0530 Subject: [PATCH 6/6] Update declined.md Update the content and images on the declined documents report. --- docs/docs/help/Reports/declined.md | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/docs/docs/help/Reports/declined.md b/docs/docs/help/Reports/declined.md index ded405b9b..5debe93ea 100644 --- a/docs/docs/help/Reports/declined.md +++ b/docs/docs/help/Reports/declined.md @@ -16,7 +16,7 @@ The "Declined documents" report within OpenSign serves as a vital tool for manag The "Declined documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose: -OpenSign_Signyourself +OpenSign_Signyourself - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents. @@ -38,6 +38,10 @@ The "Declined documents" report also includes several action icons for each docu - **View Document:** The eye icon allows you to preview the document directly within OpenSign without needing to download it. - **Delete Document:** The trash bin icon enables you to permanently delete a document from your declined list. Be cautious, as this action cannot be undone. +- **Save as template:** This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list. + +- **Fix and resend:** This option allows the user to recreate a document that was previously declined. +It is useful when the declined document has missing or incorrect information. Instead of creating a new one from scratch, the user can make the necessary edits and resend it for signature. If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.