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i={code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",p:"p",pre:"pre",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,s.R)(),...e.components};return(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(i.header,{children:(0,r.jsx)(i.h1,{id:"conditional-logic",children:"Conditional Logic"})}),"\n",(0,r.jsxs)(i.p,{children:["The ",(0,r.jsx)(i.strong,{children:"Conditional Logic"})," feature in OpenSign allows widgets to dynamically change their behavior based on the values entered or selections made in other widgets while a signer is completing a document."]}),"\n",(0,r.jsx)(i.p,{children:"Instead of displaying every field at once, Conditional Logic helps you create intelligent, interactive forms by showing, hiding, or changing the requirements of fields only when specific conditions are met. This simplifies the signing experience by displaying only the fields that are relevant to the signer."}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h2,{id:"what-can-conditional-logic-do",children:"What Can Conditional Logic Do?"}),"\n",(0,r.jsx)(i.p,{children:"Using Conditional Logic, you can configure a widget to perform one of the following actions:"}),"\n",(0,r.jsx)(i.h3,{id:"show-this-field",children:"Show this Field"}),"\n",(0,r.jsx)(i.p,{children:"Displays the target widget only when the configured condition is met."}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Example"})}),"\n",(0,r.jsxs)(i.p,{children:["If the signer selects ",(0,r.jsx)(i.strong,{children:"Employee"})," from a Dropdown field, an ",(0,r.jsx)(i.strong,{children:"Employee ID"})," field can be displayed automatically."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h3,{id:"hide-this-field",children:"Hide this Field"}),"\n",(0,r.jsx)(i.p,{children:"Hides the target widget when the configured condition is met."}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Example"})}),"\n",(0,r.jsxs)(i.p,{children:["If the signer selects ",(0,r.jsx)(i.strong,{children:"No"}),' for "Do you have a secondary address?", the ',(0,r.jsx)(i.strong,{children:"Secondary Address"})," fields can be hidden."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h3,{id:"make-required",children:"Make Required"}),"\n",(0,r.jsx)(i.p,{children:"Makes the target widget mandatory when the configured condition is met. The signer must complete the field before they can finish signing the document."}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Example"})}),"\n",(0,r.jsxs)(i.p,{children:["If the signer selects ",(0,r.jsx)(i.strong,{children:"Yes"}),' for "Are you currently employed?", the ',(0,r.jsx)(i.strong,{children:"Employer Name"})," field becomes required."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h3,{id:"make-optional",children:"Make Optional"}),"\n",(0,r.jsx)(i.p,{children:"Makes the target widget optional when the configured condition is met. The signer can complete the document without filling in that field."}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Example"})}),"\n",(0,r.jsxs)(i.p,{children:["If the signer selects ",(0,r.jsx)(i.strong,{children:"No"}),' for "Do you have previous work experience?", the ',(0,r.jsx)(i.strong,{children:"Previous Employer"})," field becomes optional."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h2,{id:"benefits-of-conditional-logic",children:"Benefits of Conditional Logic"}),"\n",(0,r.jsx)(i.p,{children:"Conditional Logic helps you build dynamic and user-friendly documents by:"}),"\n",(0,r.jsxs)(i.ul,{children:["\n",(0,r.jsx)(i.li,{children:"Displaying only relevant fields to the signer."}),"\n",(0,r.jsx)(i.li,{children:"Reducing unnecessary data entry."}),"\n",(0,r.jsx)(i.li,{children:"Creating interactive forms without requiring multiple document templates."}),"\n",(0,r.jsx)(i.li,{children:"Simplifying complex workflows."}),"\n",(0,r.jsx)(i.li,{children:"Improving the signing experience."}),"\n",(0,r.jsx)(i.li,{children:"Ensuring required information is collected only when applicable."}),"\n"]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h2,{id:"text-input-widget---conditional-logic",children:"Text Input Widget - Conditional Logic"}),"\n",(0,r.jsxs)(i.p,{children:["The ",(0,r.jsx)(i.strong,{children:"Text Input"})," widget in OpenSign supports ",(0,r.jsx)(i.strong,{children:"Conditional Logic"}),", allowing you to dynamically control its behavior based on values entered or selected in other widgets."]}),"\n",(0,r.jsx)(i.p,{children:"Using Conditional Logic, you can configure the Text Input widget to:"}),"\n",(0,r.jsxs)(i.ul,{children:["\n",(0,r.jsx)(i.li,{children:"Show the field"}),"\n",(0,r.jsx)(i.li,{children:"Hide the field"}),"\n",(0,r.jsx)(i.li,{children:"Make the field required"}),"\n",(0,r.jsx)(i.li,{children:"Make the field optional"}),"\n"]}),"\n",(0,r.jsx)(i.p,{children:"Conditional Logic helps create dynamic documents by displaying only the fields that are relevant to the signer based on their responses."}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h1,{id:"supported-trigger-widgets",children:"Supported Trigger Widgets"}),"\n",(0,r.jsx)(i.p,{children:"The Text Input widget supports the following trigger widgets:"}),"\n",(0,r.jsxs)(i.table,{children:[(0,r.jsx)(i.thead,{children:(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.th,{children:"Trigger Widget"}),(0,r.jsx)(i.th,{children:"Supported Operators"})]})}),(0,r.jsxs)(i.tbody,{children:[(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Text Input"}),(0,r.jsx)(i.td,{children:"Equals, Does Not Equal"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Number"}),(0,r.jsx)(i.td,{children:"Equals, Does Not Equal"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Dropdown"}),(0,r.jsx)(i.td,{children:"Equals, Does Not Equal"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Checkbox"}),(0,r.jsx)(i.td,{children:"Is Checked, Is Not Checked, Equals, Does Not 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executed."}),"\n",(0,r.jsx)(i.h3,{id:"example",children:"Example"}),"\n",(0,r.jsx)(i.pre,{children:(0,r.jsx)(i.code,{className:"language-text",children:"Number = 10\n\nAND\n\nDropdown = HR\n\nAND\n\nCheckbox is Checked\n"})}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Result"})}),"\n",(0,r.jsxs)(i.p,{children:["The configured action is executed only when ",(0,r.jsx)(i.strong,{children:"all three conditions"})," are satisfied."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h2,{id:"any-condition-or",children:"Any Condition (OR)"}),"\n",(0,r.jsxs)(i.p,{children:["The configured action is executed when ",(0,r.jsx)(i.strong,{children:"at least one"})," configured condition is satisfied."]}),"\n",(0,r.jsx)(i.h3,{id:"example-1",children:"Example"}),"\n",(0,r.jsx)(i.pre,{children:(0,r.jsx)(i.code,{className:"language-text",children:"Number = 10\n\nOR\n\nDropdown = HR\n\nOR\n\nCheckbox is Checked\n"})}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Result"})}),"\n",(0,r.jsx)(i.p,{children:"If any one of the configured conditions is true, the selected action is performed."}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h1,{id:"text-input-as-the-trigger-widget",children:"Text Input as the Trigger Widget"}),"\n",(0,r.jsx)(i.p,{children:"The Text Input widget can control another Text Input widget."}),"\n",(0,r.jsx)(i.h2,{id:"supported-operators",children:"Supported Operators"}),"\n",(0,r.jsxs)(i.ul,{children:["\n",(0,r.jsx)(i.li,{children:"Equals"}),"\n",(0,r.jsx)(i.li,{children:"Does Not Equal"}),"\n"]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h2,{id:"show-this-field-1",children:"Show this 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displayed."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h2,{id:"show-this-field-does-not-equal",children:"Show this Field (Does Not Equal)"}),"\n",(0,r.jsx)(i.h3,{id:"configuration-1",children:"Configuration"}),"\n",(0,r.jsxs)(i.table,{children:[(0,r.jsx)(i.thead,{children:(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.th,{children:"Property"}),(0,r.jsx)(i.th,{children:"Value"})]})}),(0,r.jsxs)(i.tbody,{children:[(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Trigger Widget"}),(0,r.jsx)(i.td,{children:"Text Input"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Condition"}),(0,r.jsx)(i.td,{children:"Does Not Equal"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Value"}),(0,r.jsx)(i.td,{children:"HR"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Action"}),(0,r.jsx)(i.td,{children:"Show this field"})]})]})]}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Result"})}),"\n",(0,r.jsxs)(i.p,{children:["The Text Input field is displayed whenever the entered value is anything other than ",(0,r.jsx)(i.strong,{children:"HR"}),"."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h2,{id:"hide-this-field-1",children:"Hide this Field"}),"\n",(0,r.jsx)(i.h3,{id:"configuration-2",children:"Configuration"}),"\n",(0,r.jsxs)(i.table,{children:[(0,r.jsx)(i.thead,{children:(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.th,{children:"Property"}),(0,r.jsx)(i.th,{children:"Value"})]})}),(0,r.jsxs)(i.tbody,{children:[(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Trigger Widget"}),(0,r.jsx)(i.td,{children:"Text Input"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Condition"}),(0,r.jsx)(i.td,{children:"Equals"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Value"}),(0,r.jsx)(i.td,{children:"HR"})]}),(0,r.jsxs)(i.tr,{children:[(0,r.jsx)(i.td,{children:"Action"}),(0,r.jsx)(i.td,{children:"Hide this field"})]})]})]}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Result"})}),"\n",(0,r.jsxs)(i.p,{children:["When the signer 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(OR)"}),"\n",(0,r.jsx)(i.pre,{children:(0,r.jsx)(i.code,{className:"language-text",children:"Number = 10\n\nOR\n\nDropdown = HR\n\nOR\n\nCheckbox is Checked\n"})}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Action"})}),"\n",(0,r.jsx)(i.p,{children:"Show this field"}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Result"})}),"\n",(0,r.jsxs)(i.p,{children:["The Text Input field is displayed when ",(0,r.jsx)(i.strong,{children:"any one"})," of the configured conditions is satisfied."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h1,{id:"best-practices",children:"Best Practices"}),"\n",(0,r.jsxs)(i.ul,{children:["\n",(0,r.jsx)(i.li,{children:"Use descriptive widget names to make Conditional Logic easier to understand."}),"\n",(0,r.jsxs)(i.li,{children:["Use ",(0,r.jsx)(i.strong,{children:"All Conditions"})," when every condition must be satisfied."]}),"\n",(0,r.jsxs)(i.li,{children:["Use ",(0,r.jsx)(i.strong,{children:"Any Condition"})," when any one condition 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and ",(0,r.jsx)(i.strong,{children:"Is Not Checked"})," conditions when used as trigger widgets."]}),"\n"]}),"\n",(0,r.jsx)(i.pre,{children:(0,r.jsx)(i.code,{children:"# Radio Button Widget - Conditional Logic\n\nThe **Radio Button** widget in OpenSign supports **Conditional Logic**, allowing you to dynamically control its behavior or the behavior of other widgets based on the option selected by the signer.\n\nUsing Conditional Logic, you can configure the Radio Button widget to:\n\n- Show a field\n- Hide a field\n- Make a field required\n- Make a field optional\n\nConditional Logic helps create dynamic and interactive document workflows by displaying or requiring fields only when specific conditions are met.\n\n---\n\n# Supported Trigger Widgets\n\nThe Radio Button widget can be controlled using the following trigger widgets:\n\n| Trigger Widget | Supported Operators |\n|----------------|---------------------|\n| Text Input | Equals, Does Not Equal |\n| Number | Equals, Does Not Equal |\n| Dropdown | Equals, Does Not Equal |\n| Checkbox | Is Checked, Is Not Checked |\n| Radio Button | Equals, Does Not Equal |\n\n---\n\n# Supported Actions\n\nThe following actions can be applied to a Radio Button widget.\n\n| Action | Description |\n|---------|-------------|\n| **Show this field** | Displays the Radio Button widget when the configured conditions are met. |\n| **Hide this field** | Hides the Radio Button widget when the configured conditions are met. |\n| **Make Required** | Makes the Radio Button widget mandatory when the configured conditions are met. |\n| **Make Optional** | Makes the Radio Button widget optional when the configured conditions are met. |\n\n---\n\n# Condition Types\n\nWhen multiple conditions are configured, OpenSign allows you to choose how those conditions are evaluated.\n\n## All Conditions (AND)\n\nAll configured conditions must be satisfied before the configured action is executed.\n\n### Example\n\n```text\nNumber = 10\n\nAND\n\nDropdown = Manager\n\nAND\n\nCheckbox is Checked\n"})}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Result"})}),"\n",(0,r.jsxs)(i.p,{children:["The configured Radio Button widget action is executed only when ",(0,r.jsx)(i.strong,{children:"all configured conditions"})," are satisfied."]}),"\n",(0,r.jsx)(i.hr,{}),"\n",(0,r.jsx)(i.h2,{id:"any-condition-or-8",children:"Any Condition (OR)"}),"\n",(0,r.jsxs)(i.p,{children:["The configured action is executed when ",(0,r.jsx)(i.strong,{children:"at least one"})," configured condition is satisfied."]}),"\n",(0,r.jsx)(i.h3,{id:"example-12",children:"Example"}),"\n",(0,r.jsx)(i.pre,{children:(0,r.jsx)(i.code,{className:"language-text",children:"Number = 10\n\nOR\n\nDropdown = Manager\n\nOR\n\nCheckbox is Checked\n"})}),"\n",(0,r.jsx)(i.p,{children:(0,r.jsx)(i.strong,{children:"Result"})}),"\n",(0,r.jsx)(i.p,{children:"The configured Radio Button widget action is executed whenever any one of the configured conditions is 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They must enter this code on the signing page to proceed."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(i.li,{children:["\n",(0,s.jsxs)(i.p,{children:[(0,s.jsx)(i.strong,{children:"Document Signing"}),":"]}),"\n",(0,s.jsxs)(i.ul,{children:["\n",(0,s.jsx)(i.li,{children:"After entering the correct OTP, the signer gains access to the document and can proceed with adding their signature."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(i.h2,{id:"benefits-of-using-otp-verification",children:"Benefits of Using OTP Verification"}),"\n",(0,s.jsxs)(i.ul,{children:["\n",(0,s.jsxs)(i.li,{children:[(0,s.jsx)(i.strong,{children:"Enhanced Security"}),": Only users with access to the designated email account can sign, reducing the risk of unauthorized access."]}),"\n",(0,s.jsxs)(i.li,{children:[(0,s.jsx)(i.strong,{children:"Reliable Authentication"}),": Verifying the signer\u2019s email adds an additional level of validation, helping to ensure the authenticity of each signature."]}),"\n"]}),"\n",(0,s.jsx)(i.h2,{id:"impact-on-the-completion-certificate",children:"Impact on the Completion Certificate"}),"\n",(0,s.jsxs)(i.p,{children:["Once the document is fully signed by all parties, OpenSign generates a ",(0,s.jsx)(i.strong,{children:"Completion Certificate"}),". 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This notation serves as proof that the signer\u2019s email address was verified before the document was signed."]}),"\n"]}),"\n",(0,s.jsx)(i.p,{children:"This feature makes it clear that the signing process involved OTP verification, adding credibility to the document\u2019s legal standing."}),"\n",(0,s.jsx)(i.h2,{id:"when-to-use-otp-verification",children:"When to Use OTP Verification"}),"\n",(0,s.jsx)(i.p,{children:"Consider enabling OTP verification in scenarios where:"}),"\n",(0,s.jsxs)(i.ul,{children:["\n",(0,s.jsxs)(i.li,{children:[(0,s.jsx)(i.strong,{children:"Confidentiality"})," is critical: You want to ensure that only authorized individuals with access to the signer\u2019s email can view and sign the document."]}),"\n",(0,s.jsxs)(i.li,{children:[(0,s.jsx)(i.strong,{children:"Authentication"})," is a priority: OTP adds an extra layer of verification, enhancing the document\u2019s validity and security."]}),"\n",(0,s.jsxs)(i.li,{children:[(0,s.jsx)(i.strong,{children:"Compliance"})," is required: Certain regulations or standards may necessitate an additional verification step for document signing."]}),"\n"]}),"\n",(0,s.jsx)(i.h2,{id:"disabling-otp-verification",children:"Disabling OTP Verification"}),"\n",(0,s.jsx)(i.p,{children:"If OTP verification is unnecessary for a particular document:"}),"\n",(0,s.jsxs)(i.ol,{children:["\n",(0,s.jsxs)(i.li,{children:["Under the ",(0,s.jsx)(i.strong,{children:"Security Settings"}),", select ",(0,s.jsx)(i.strong,{children:"No"}),' for the "Enable OTP Verification" option.']}),"\n",(0,s.jsx)(i.li,{children:"By disabling OTP verification, recipients can directly access and sign the document without needing to enter an OTP."}),"\n"]}),"\n",(0,s.jsx)(i.h2,{id:"summary",children:"Summary"}),"\n",(0,s.jsx)(i.p,{children:'The "Enable OTP Verification" feature in OpenSign is a powerful tool for ensuring that only verified individuals can sign documents. By sending a unique code to each signer\u2019s email and requiring it before signing, this feature strengthens security and authenticity. The use of OTP verification is also recorded in the completion certificate, providing a clear record of email verification.'}),"\n",(0,s.jsx)(i.p,{children:"Use OTP verification whenever you need an added layer of email-based security and authenticity in your document signing workflows."}),"\n",(0,s.jsxs)(i.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(i.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(i.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:i}={...(0,r.R)(),...e.components};return i?(0,s.jsx)(i,{...e,children:(0,s.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.59e73f74.js b/assets/js/9640838e.59e73f74.js deleted file mode 100644 index 0b057cb73..000000000 --- a/assets/js/9640838e.59e73f74.js +++ /dev/null @@ -1 +0,0 @@ -"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[1688],{80766(e,n,i){i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/Templates/create-template","title":"Create Templates","description":"Getting Started","source":"@site/docs/help/Templates/create-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/create-template","permalink":"/docs/help/Templates/create-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Create Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Templates","permalink":"/docs/category/templates"},"next":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"}}');var s=i(74848),l=i(28453);const r={sidebar_position:1,title:"Create Templates"},o=void 0,d={},a=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"begin-new-template-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Template Details",id:"entering-template-details",level:3},{value:"Document flow setting",id:"document-flow-setting",level:3},{value:"Auto reminder (feature only available for subscribed users)",id:"auto-reminder-feature-only-available-for-subscribed-users",level:3},{value:"Time to complete (days)",id:"time-to-complete-days",level:3},{value:"Setting BCC and CC",id:"setting-bcc-and-cc",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"Allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Pen colors:",id:"pen-colors",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"[1] Define roles and assign widgets:",id:"1-define-roles-and-assign-widgets",level:3},{value:"\u2699\ufe0f Widget Options",id:"\ufe0f-widget-options",level:4},{value:"How the Attachment Widget Works",id:"how-the-attachment-widget-works",level:2},{value:"\ud83d\udcc4 Edit Template",id:"-edit-template",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:"}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/c38f54c7-5140-4bbc-82a2-cec8aab1d694"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the Dropbox icon to select the document file from your Dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"document-flow-setting",children:"Document flow setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[6] Send in Order"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Enforce strict order"}),": When this feature is enabled, signers must sign the document strictly in the predefined order. A signer assigned to the second position cannot sign the document until the first signer has completed their signing process.\nIf a subsequent signer attempts to sign the document before the previous signer has signed, an error message will be displayed, and the document signing process cannot be completed."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder-feature-only-available-for-subscribed-users",children:"Auto reminder (feature only available for subscribed users)"}),"\n",(0,s.jsx)("img",{width:"866",alt:"create template2",src:"https://github.com/user-attachments/assets/736897c7-e87c-4040-9bf3-0126d1e9aaa2"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"time-to-complete-days",children:"Time to complete (days)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8]"})," You can specify the number of days within which the document must be signed. For example, if you set the expiration period to 15 days, the created document will remain available for signing for 15 days from the date of creation. After this period, the document will expire, and the signer will no longer be able to sign it."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc-and-cc",children:"Setting BCC and CC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),": ",(0,s.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"CC"}),": ",(0,s.jsx)(n.strong,{children:"[10]"}),' The CC (Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the CC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Merge Certificate to PDF"})," ",(0,s.jsx)(n.strong,{children:"[11]"}),":"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": This will ensure that the completion certificate is included in the final PDF document. However, please note that once merged, the certificate cannot be separated from the main document."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": If you choose not to merge, the completion certificate will be provided as a separate PDF file along with the signed document.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12] Enable OTP Verification"})," :"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.\nNote: This feature is available exclusively on paid plans.'}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Allow offline signing"})," :"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[13]"})," Choose whether signers can submit a copy of this document signed using an external tool for owner review."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Signers will see a \u201cSign Offline\u201d option, allowing them to upload an externally signed PDF and submit it to the document owner for approval."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"On Approval: Once the owner approves the submission, the signer\u2019s signing process will be marked as completed. After the document is approved by the owner, a notification email will be sent to the signer confirming that the document has been approved and their signing process is complete. At the same time, a request signature email will be triggered and sent to the next signer in the signing order."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"On Declined: If the document is incorrectly filled out or improperly formatted, the owner can decline it and add comments. The signer can then use the same signing link that was initially shared to them to either re-upload a corrected offline file or continue the process using OpenSign\u2019s online signing interface."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Signers can only sign within the app. The Sign Offline option will be hidden."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"This setting defaults to your account preference under Preferences and is available on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[15]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"Allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[16]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[17]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"pen-colors",children:"Pen colors:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[18]"})," Choose the pen color for signing the document. The selected color will be available during the signing process. OpenSign currently supports red, blue, and black pen colors."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prefill",src:"https://github.com/user-attachments/assets/6400469f-1c7e-4eda-b170-fa5b4ce9ebce"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Draw"})," \u2013 Allows the user to draw directly in this widget; use it when a prefill drawing is required."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"1-define-roles-and-assign-widgets",children:"[1] Define roles and assign widgets:"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/1248b9c8-db51-4dd3-bd1c-e1630b998ffc"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.\n',(0,s.jsx)(n.strong,{children:"Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Assign signature widget"}),": The signature widget is used to add a signature to the document. Each role must have at least one signature widget assigned."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Optionally, you can assign a role to each signer, such as:"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signer"}),": If the role is selected as Signer, the signer must fill in all required fields while signing the document before they can complete the signing process."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Viewer"}),": If the role is selected as Viewer, widgets cannot be assigned to that user. The Viewer role only allows the user to view the document."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Approver"}),": If the role is selected as Approver, it works similarly to the Signer role. However, the main difference is that the Approver role does not require a signature widget. The approver can approve the document even if no widgets are assigned."]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process.\nAfter placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.\nAfter placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.\nAfter placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.\nAfter placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field.\nAfter placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions\nFor example:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Cells widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the cells widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection.\nOnce you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection.\nOnce you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process.\nAfter placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.\nAfter placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udcce Attachment Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Attachment Widget"})," allows signers to upload supporting files directly while completing and signing a document. This is useful when additional documents or evidence are required as part of the signing workflow."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing. Additionally, you can add a hint or instruction to guide signers on what information or file is expected in the widget."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"image",src:"https://github.com/user-attachments/assets/8b52c59f-e684-4326-bade-d9312ecfaf30"}),"\n",(0,s.jsx)(n.h2,{id:"how-the-attachment-widget-works",children:"How the Attachment Widget Works"}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["Signers can upload up to ",(0,s.jsx)(n.strong,{children:"5 files"})," using a single Attachment Widget."]}),"\n",(0,s.jsxs)(n.li,{children:["Each file can be a maximum of ",(0,s.jsx)(n.strong,{children:"10 MB"})," in size."]}),"\n",(0,s.jsxs)(n.li,{children:["A single Attachment Widget can therefore accept up to ",(0,s.jsx)(n.strong,{children:"50 MB"})," of attachments in total."]}),"\n",(0,s.jsxs)(n.li,{children:["Supported file formats include:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["PDF (",(0,s.jsx)(n.code,{children:".pdf"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["Microsoft Word (",(0,s.jsx)(n.code,{children:".docx"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["PNG (",(0,s.jsx)(n.code,{children:".png"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["JPG (",(0,s.jsx)(n.code,{children:".jpg"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["JPEG (",(0,s.jsx)(n.code,{children:".jpeg"}),")"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.li,{children:"Once the signer uploads the files and completes the signing process, the uploaded files are appended as additional pages to the end of the original PDF document."}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"document attchement",src:"https://github.com/user-attachments/assets/6325793e-a4ed-4aed-ab12-5e29e625f28a"}),"\n",(0,s.jsxs)(n.blockquote,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Note:"})," All uploaded attachments become part of the completed document package, making it easier to store, review, and share the signed document along with its supporting files."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-edit-template",children:"\ud83d\udcc4 Edit Template"}),"\n",(0,s.jsx)(n.p,{children:"At the top of the Create Template panel, you\u2019ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template."}),"\n",(0,s.jsx)("img",{width:"800",alt:"edit template details",src:"https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"\ud83d\udd01 File Replacement"})," : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The new document must have the same number of pages."}),"\n",(0,s.jsx)(n.li,{children:"The page dimensions (width and height) must be identical to the original."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don\u2019t match, widgets may shift or be positioned outside the visible area of the document."}),"\n",(0,s.jsx)("img",{width:"800",alt:"Edit template details",src:"https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c"}),"\n",(0,s.jsx)(n.p,{children:"You can also update the following template details:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Template Title"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Description"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Note"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Send in Order"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Auto reminder"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable tour"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Notify on signatures"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),":"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Redirect Url"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time to complete (Days)"}),"\nClik on the submit button to save the edits."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"page controls",src:"https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4"}),"\n",(0,s.jsx)(n.h3,{id:"save-template",children:"Save Template"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Next button"}),": Once you\u2019ve organized your widgets and set their properties, simply click the \u201cNext\u201d button to save your template."]}),"\n",(0,s.jsx)(n.p,{children:"After doing so, a \u201cCreate document\u201d popup will appear, prompting you with the question: \u201cDo you want to create a document using the template you just created?\u201d You\u2019ll have the option to choose either \u201cYes\u201d or \u201cNo.\u201d"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "Yes"'}),": It will create a document using the template you just created."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:'If you select "No"'}),": You will be redirected to the Manage templates form."]}),"\n",(0,s.jsx)(n.h2,{id:"step-3",children:"Step 3:"}),"\n",(0,s.jsx)(n.h3,{id:"viewing-and-managing-templates",children:"Viewing and Managing Templates"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Manage Templates"})," page displays all the templates you\u2019ve created or have access to. Each template entry shows key details including the template title, file, owner, assigned signers, and its public/private status."]}),"\n",(0,s.jsxs)(n.p,{children:["For a full walkthrough, check the detailed guide here:",(0,s.jsx)(n.br,{}),"\n",(0,s.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Templates/manage-templates",children:"Manage Templates"})]}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The fields with an asterisk (*) are mandatory."}),"\n",(0,s.jsx)(n.li,{children:"Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format."}),"\n",(0,s.jsx)(n.li,{children:"You can access your signed documents in the folder you've selected by visiting OpenSign\u2122 Drive anytime. You can also access the documents from reports section."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/9640838e.649f8555.js b/assets/js/9640838e.649f8555.js new file mode 100644 index 000000000..6d874be73 --- /dev/null +++ b/assets/js/9640838e.649f8555.js @@ -0,0 +1 @@ +"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[1688],{80766(e,n,i){i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>o,default:()=>h,frontMatter:()=>r,metadata:()=>t,toc:()=>a});const t=JSON.parse('{"id":"help/Templates/create-template","title":"Create Templates","description":"Getting Started","source":"@site/docs/help/Templates/create-template.md","sourceDirName":"help/Templates","slug":"/help/Templates/create-template","permalink":"/docs/help/Templates/create-template","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Create Templates"},"sidebar":"tutorialSidebar","previous":{"title":"Templates","permalink":"/docs/category/templates"},"next":{"title":"Manage Templates","permalink":"/docs/help/Templates/manage-templates"}}');var s=i(74848),l=i(28453);const r={sidebar_position:1,title:"Create Templates"},o=void 0,d={},a=[{value:"Getting Started",id:"getting-started",level:2},{value:"Step 1:",id:"step-1",level:2},{value:"Begin New Template Creation",id:"begin-new-template-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Template Details",id:"entering-template-details",level:3},{value:"Document flow setting",id:"document-flow-setting",level:3},{value:"Auto reminder (feature only available for subscribed users)",id:"auto-reminder-feature-only-available-for-subscribed-users",level:3},{value:"Time to complete (days)",id:"time-to-complete-days",level:3},{value:"Setting BCC and CC",id:"setting-bcc-and-cc",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"Allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Pen colors:",id:"pen-colors",level:3},{value:"Proceed to Template Creation Panel",id:"proceed-to-template-creation-panel",level:3},{value:"Step 2:",id:"step-2",level:2},{value:"Template creation",id:"template-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"[1] Define roles and assign widgets:",id:"1-define-roles-and-assign-widgets",level:3},{value:"Access code",id:"access-code",level:2},{value:"How the Access Code Works",id:"how-the-access-code-works",level:3},{value:"\u2699\ufe0f Widget Options",id:"\ufe0f-widget-options",level:4},{value:"How the Attachment Widget Works",id:"how-the-attachment-widget-works",level:2},{value:"\ud83d\udcc4 Edit Template",id:"-edit-template",level:3},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Save Template",id:"save-template",level:3},{value:"Step 3:",id:"step-3",level:2},{value:"Viewing and Managing Templates",id:"viewing-and-managing-templates",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.h2,{id:"getting-started",children:"Getting Started"}),"\n",(0,s.jsx)(n.p,{children:"Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:"}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-a-template-in-opensign",children:"How to Create a Template in OpenSign\u2122"}),"\n",(0,s.jsx)(n.h2,{id:"step-1",children:"Step 1:"}),"\n",(0,s.jsx)(n.h3,{id:"begin-new-template-creation",children:"Begin New Template Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to New template form"}),': On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.']}),"\n"]}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/c38f54c7-5140-4bbc-82a2-cec8aab1d694"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the Dropbox icon to select the document file from your Dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"entering-template-details",children:"Entering Template Details"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),': Provide a title for your template. For example, "Demo Custom Template."']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Description"}),": Optionally add a description to give context or instructions regarding the template."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"document-flow-setting",children:"Document flow setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[6] Send in Order"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Enforce strict order"}),": When this feature is enabled, signers must sign the document strictly in the predefined order. A signer assigned to the second position cannot sign the document until the first signer has completed their signing process.\nIf a subsequent signer attempts to sign the document before the previous signer has signed, an error message will be displayed, and the document signing process cannot be completed."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder-feature-only-available-for-subscribed-users",children:"Auto reminder (feature only available for subscribed users)"}),"\n",(0,s.jsx)("img",{width:"866",alt:"create template2",src:"https://github.com/user-attachments/assets/736897c7-e87c-4040-9bf3-0126d1e9aaa2"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[7]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": Here, you can set the number of days for the reminder."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"time-to-complete-days",children:"Time to complete (days)"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[8]"})," You can specify the number of days within which the document must be signed. For example, if you set the expiration period to 15 days, the created document will remain available for signing for 15 days from the date of creation. After this period, the document will expire, and the signer will no longer be able to sign it."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc-and-cc",children:"Setting BCC and CC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),": ",(0,s.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"CC"}),": ",(0,s.jsx)(n.strong,{children:"[10]"}),' The CC (Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the CC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Merge Certificate to PDF"})," ",(0,s.jsx)(n.strong,{children:"[11]"}),":"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": This will ensure that the completion certificate is included in the final PDF document. However, please note that once merged, the certificate cannot be separated from the main document."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": If you choose not to merge, the completion certificate will be provided as a separate PDF file along with the signed document.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12] Enable OTP Verification"})," :"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.\nNote: This feature is available exclusively on paid plans.'}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Allow offline signing"})," :"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[13]"})," Choose whether signers can submit a copy of this document signed using an external tool for owner review."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Signers will see a \u201cSign Offline\u201d option, allowing them to upload an externally signed PDF and submit it to the document owner for approval."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"On Approval: Once the owner approves the submission, the signer\u2019s signing process will be marked as completed. After the document is approved by the owner, a notification email will be sent to the signer confirming that the document has been approved and their signing process is complete. At the same time, a request signature email will be triggered and sent to the next signer in the signing order."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"On Declined: If the document is incorrectly filled out or improperly formatted, the owner can decline it and add comments. The signer can then use the same signing link that was initially shared to them to either re-upload a corrected offline file or continue the process using OpenSign\u2019s online signing interface."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Signers can only sign within the app. The Sign Offline option will be hidden."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"This setting defaults to your account preference under Preferences and is available on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[14]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[15]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"Allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[16]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[17]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"pen-colors",children:"Pen colors:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[18]"})," Choose the pen color for signing the document. The selected color will be available during the signing process. OpenSign currently supports red, blue, and black pen colors."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"proceed-to-template-creation-panel",children:"Proceed to Template Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),': Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click Cancel button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h2,{id:"step-2",children:"Step 2:"}),"\n",(0,s.jsx)(n.h3,{id:"template-creation",children:"Template creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Prefill",src:"https://github.com/user-attachments/assets/6400469f-1c7e-4eda-b170-fa5b4ce9ebce"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Draw"})," \u2013 Allows the user to draw directly in this widget; use it when a prefill drawing is required."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"1-define-roles-and-assign-widgets",children:"[1] Define roles and assign widgets:"}),"\n",(0,s.jsx)("img",{width:"828",alt:"Create Template",src:"https://github.com/user-attachments/assets/1248b9c8-db51-4dd3-bd1c-e1630b998ffc"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Roles"}),': In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.']}),"\n",(0,s.jsx)(n.p,{children:"Optionally, you can assign a role to each signer, such as:"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signer"}),": If the role is selected as Signer, the signer must fill in all required fields while signing the document before they can complete the signing process."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Viewer"}),": If the role is selected as Viewer, widgets cannot be assigned to that user. The Viewer role only allows the user to view the document."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Approver"}),": If the role is selected as Approver, it works similarly to the Signer role. However, the main difference is that the Approver role does not require a signature widget. The approver can approve the document even if no widgets are assigned."]}),"\n",(0,s.jsx)(n.h2,{id:"access-code",children:"Access code"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Access Code"})," feature in OpenSign adds an extra layer of security to your documents by requiring recipients to enter a unique access code before they can view and sign a document. This feature helps ensure that only authorized recipients can access sensitive documents, even if the signing link is accidentally shared or intercepted."]}),"\n",(0,s.jsx)("img",{width:"866",alt:"Access code template",src:"https://github.com/user-attachments/assets/68fce434-dc0e-4432-a34e-6cf76bdc129b"}),"\n",(0,s.jsx)(n.h3,{id:"how-the-access-code-works",children:"How the Access Code Works"}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsx)(n.li,{children:"The document owner can enable Access Code protection by clicking the Lock icon next to the role. This opens the Access Code dialog, where the owner can enter a unique 6-digit numeric access code(for example, 809966). After entering the code, click Save to assign it to the signer."}),"\n",(0,s.jsx)(n.li,{children:"Send the document for signature."}),"\n",(0,s.jsx)(n.li,{children:"The signer receives an email invitation containing the document signing link. Alternatively, the document owner can share the signing link manually through another secure communication channel, such as SMS, a messaging application, or email."}),"\n",(0,s.jsxs)(n.li,{children:["When the signer opens the document signing link, they are prompted to enter the assigned ",(0,s.jsx)(n.strong,{children:"6-digit access code"})," before they can access the document. The signer must obtain this access code directly from the document owner, who should share it using a separate and secure communication channel (such as a phone call, SMS, or messaging application)."]}),"\n",(0,s.jsx)(n.li,{children:"If the signer enters the correct access code, the document opens and they can proceed with reviewing and signing it."}),"\n",(0,s.jsxs)(n.li,{children:["If the signer enters an incorrect access code, access to the document is denied. The signer must enter the correct ",(0,s.jsx)(n.strong,{children:"6-digit numeric access code"})," provided by the document owner to continue."]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Assign Widgets to Roles"}),": Click on each role to highlight it, then drag and drop the widget to assign it to that role."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Assign signature widget"}),": The signature widget is used to add a signature to the document. Each role must have at least one signature widget assigned."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required."}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process.\nAfter placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.\nAfter placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.\nAfter placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.\nAfter placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field.\nAfter placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions\nFor example:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting icon: The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Cells widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the cells widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection.\nOnce you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection.\nOnce you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process.\nAfter placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.\nAfter placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udcce Attachment Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Attachment Widget"})," allows signers to upload supporting files directly while completing and signing a document. This is useful when additional documents or evidence are required as part of the signing workflow."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing. Additionally, you can add a hint or instruction to guide signers on what information or file is expected in the widget."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"image",src:"https://github.com/user-attachments/assets/8b52c59f-e684-4326-bade-d9312ecfaf30"}),"\n",(0,s.jsx)(n.h2,{id:"how-the-attachment-widget-works",children:"How the Attachment Widget Works"}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["Signers can upload up to ",(0,s.jsx)(n.strong,{children:"5 files"})," using a single Attachment Widget."]}),"\n",(0,s.jsxs)(n.li,{children:["Each file can be a maximum of ",(0,s.jsx)(n.strong,{children:"10 MB"})," in size."]}),"\n",(0,s.jsxs)(n.li,{children:["A single Attachment Widget can therefore accept up to ",(0,s.jsx)(n.strong,{children:"50 MB"})," of attachments in total."]}),"\n",(0,s.jsxs)(n.li,{children:["Supported file formats include:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["PDF (",(0,s.jsx)(n.code,{children:".pdf"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["Microsoft Word (",(0,s.jsx)(n.code,{children:".docx"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["PNG (",(0,s.jsx)(n.code,{children:".png"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["JPG (",(0,s.jsx)(n.code,{children:".jpg"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["JPEG (",(0,s.jsx)(n.code,{children:".jpeg"}),")"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.li,{children:"Once the signer uploads the files and completes the signing process, the uploaded files are appended as additional pages to the end of the original PDF document."}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"document attchement",src:"https://github.com/user-attachments/assets/6325793e-a4ed-4aed-ab12-5e29e625f28a"}),"\n",(0,s.jsxs)(n.blockquote,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Note:"})," All uploaded attachments become part of the completed document package, making it easier to store, review, and share the signed document along with its supporting files."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-edit-template",children:"\ud83d\udcc4 Edit Template"}),"\n",(0,s.jsx)(n.p,{children:"At the top of the Create Template panel, you\u2019ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template."}),"\n",(0,s.jsx)("img",{width:"800",alt:"edit template details",src:"https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"\ud83d\udd01 File Replacement"})," : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"The new document must have the same number of pages."}),"\n",(0,s.jsx)(n.li,{children:"The page dimensions (width and height) must be identical to the original."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don\u2019t match, widgets may shift or be positioned outside the visible area of the document."}),"\n",(0,s.jsx)("img",{width:"800",alt:"Edit template details",src:"https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c"}),"\n",(0,s.jsx)(n.p,{children:"You can also update the following template details:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Template Title"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Description"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Note"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Send in Order"})}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Auto reminder"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," :"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Enable tour"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Notify on signatures"}),":"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),":"]}),"\n",(0,s.jsx)(n.li,{children:(0,s.jsx)(n.strong,{children:"Redirect Url"})}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time to complete (Days)"}),"\nClik on the submit button to save the edits."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. 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You can also access the documents from reports section."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(c,{...e})}):c(e)}}}]); \ No newline at end of file diff --git a/assets/js/bb4fa758.1f3b4b7a.js b/assets/js/bb4fa758.9ba40aa6.js similarity index 66% rename from assets/js/bb4fa758.1f3b4b7a.js rename to assets/js/bb4fa758.9ba40aa6.js index fa6b6fe64..12fa95023 100644 --- a/assets/js/bb4fa758.1f3b4b7a.js +++ b/assets/js/bb4fa758.9ba40aa6.js @@ -1 +1 @@ -"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[6318],{77911(e){e.exports=JSON.parse('{"categoryGeneratedIndex":{"title":"Manage Docs 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Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"}}');var s=i(74848),r=i(28453);const l={sidebar_position:2,title:"Request signatures"},o="Request signatures using OpenSign\u2122",d={},c=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Uploading Your 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n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(n.header,{children:(0,s.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,s.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,s.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,s.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,s.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n",(0,s.jsx)(n.li,{}),"\n"]}),"\n",(0,s.jsx)("img",{width:"866",alt:"requets signature",src:"https://github.com/user-attachments/assets/f3edeafa-66d1-416a-854e-ce666f27e7b7"}),"\n",(0,s.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"entering-document-details-and-signers",children:"Entering Document Details And Signers"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[3] Title"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[4] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. 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You can browse your documents in a beautiful explorer view by navigating to \"OpenSign\u2122 Drive\"."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,s.jsx)("img",{width:"866",alt:"request signature2",src:"https://github.com/user-attachments/assets/f2e07e62-5a46-480d-b9a9-94f406805ce6"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"[7] Send in Order"})}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Enforce strict order"}),": When this feature is enabled, signers must sign the document strictly in the predefined order. A signer assigned to the second position cannot sign the document until the first signer has completed their signing process.\nIf a subsequent signer attempts to sign the document before the previous signer has signed, an error message will be displayed, and the document signing process cannot be completed."]}),"\n",(0,s.jsx)("img",{width:"866",alt:"Enforce strict order",src:"https://github.com/user-attachments/assets/79876739-a8a8-4597-bd67-a6845761ec63"}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-the-time-frame",children:"Setting the Time Frame"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Time To Complete (Days)"})," ",(0,s.jsx)(n.em,{children:"(Required)"}),": ",(0,s.jsx)(n.strong,{children:"[8]"})," Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"setting-bcc-and-cc",children:"Setting BCC and CC"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"BCC"}),": ",(0,s.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"CC"}),": ",(0,s.jsx)(n.strong,{children:"[10]"}),' The CC (Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the CC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Merge Certificate to PDF"})," [11]:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": This will ensure that the completion certificate is included in the final PDF document. However, please note that once merged, the certificate cannot be separated from the main document."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"No"}),": If you choose not to merge, the completion certificate will be provided as a separate PDF file along with the signed document.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"auto-reminder",children:"Auto reminder"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[12]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Remind once in every (Days)"}),": You can specify the reminder interval in days (e.g., every 1 or every 2 days).\nNote: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Enable OTP Verification"})," [13] :"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.'}),"\n",(0,s.jsx)(n.li,{children:'If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Allow offline signing"})," :\n",(0,s.jsx)(n.strong,{children:"[14]"})," Choose whether signers can submit a copy of this document signed using an external tool for owner review.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Yes"}),": Signers will see a \u201cSign Offline\u201d option, allowing them to upload an externally signed PDF and submit it to the document owner for approval."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"On Approval: Once the owner approves the submission, the signer\u2019s signing process will be marked as completed. After the document is approved by the owner, a notification email will be sent to the signer confirming that the document has been approved and their signing process is complete. At the same time, a request signature email will be triggered and sent to the next signer in the signing order."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"On Declined: If the document is incorrectly filled out or improperly formatted, the owner can decline it and add comments. The signer can then use the same signing link that was initially shared to them to either re-upload a corrected offline file or continue the process using OpenSign\u2019s online signing interface."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"No"}),": Signers can only sign within the app. The Sign Offline option will be hidden."]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"This setting defaults to your account preference under Preferences and is available on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[15]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[16]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"allow-modifications",children:"allow modifications:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[17]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,s.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,s.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[18]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"pen-colors",children:"Pen colors:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[19]"})," Choose the pen color for signing the document. The selected color will be available during the signing process. OpenSign currently supports red, blue, and black pen colors."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-2-proceed-to-document-creation-panel",children:"Step 2: Proceed to Document Creation Panel"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-3-document-creation",children:"Step 3: Document Creation"}),"\n",(0,s.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,s.jsx)("img",{width:"866",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,s.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,s.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,s.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,s.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,s.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Draw"})," \u2013 Allows the user to draw directly in this widget; use it when a prefill drawing is required."]}),"\n"]}),"\n",(0,s.jsx)(n.hr,{}),"\n",(0,s.jsx)(n.h3,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,s.jsx)("img",{width:"866",alt:"create document",src:"https://github.com/user-attachments/assets/fa5471f0-f7cb-4170-982f-cb213e4db13d"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"[1] Add signature widget"}),": Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required.\nUse the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required."]}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"Optionally, you can assign a role to each signer, such as:"}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signer"}),": If the role is selected as Signer, the signer must fill in all required fields while signing the document before they can complete the signing process."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Viewer"}),": If the role is selected as Viewer, widgets cannot be assigned to that user. The Viewer role only allows the user to view the document."]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Approver"}),": If the role is selected as Approver, it works similarly to the Signer role. However, the main difference is that the Approver role does not require a signature widget. The approver can approve the document even if no widgets are assigned."]}),"\n",(0,s.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"[2] Add other widgets"}),": Depending on your needs, you can include additional widgets such as:"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,s.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,s.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,s.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,s.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Date Format"}),": Choose the preferred date format (for example, ",(0,s.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,s.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,s.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,s.jsxs)(n.li,{children:["Use ",(0,s.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Required / Optional"}),(0,s.jsx)(n.br,{}),"\n","Mark the widget as ",(0,s.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,s.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,s.jsx)(n.strong,{children:"font size"})," and ",(0,s.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,s.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Setting : The widget settings panel provides additional customization options, including:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"For example:"}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Text Input widget."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Cells"}),(0,s.jsx)(n.br,{}),"\n","The ",(0,s.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,s.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc"}),"\n",(0,s.jsx)(n.p,{children:"The widget settings panel provides additional customization options, including:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Manually entering the ",(0,s.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,s.jsxs)(n.li,{children:["Choosing a ",(0,s.jsx)(n.strong,{children:"font color"})]}),"\n",(0,s.jsxs)(n.li,{children:["Setting the ",(0,s.jsx)(n.strong,{children:"font size"})]}),"\n",(0,s.jsxs)(n.li,{children:["Marking the field as ",(0,s.jsx)(n.strong,{children:"required"})," or ",(0,s.jsx)(n.strong,{children:"optional"})]}),"\n",(0,s.jsxs)(n.li,{children:["Providing a ",(0,s.jsx)(n.strong,{children:"default value"})]}),"\n",(0,s.jsxs)(n.li,{children:["Making the field ",(0,s.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,s.jsxs)(n.li,{children:["Adding a ",(0,s.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["Predefined formats like ",(0,s.jsx)(n.strong,{children:"SSN"}),", ",(0,s.jsx)(n.strong,{children:"email"}),", or ",(0,s.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,s.jsx)(n.li,{children:"Custom JavaScript validations using regular expressions"}),"\n"]}),"\n",(0,s.jsx)(n.p,{children:"For example:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,s.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,s.jsx)(n.br,{}),"\n",(0,s.jsxs)(n.em,{children:["(Optional reference: ",(0,s.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection. Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the Checkbox widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Dropdown"}),": Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the dropdown widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Radio button"}),": The radio button widget is used to capture input in the form of a radio button selection. Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the radio button widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process. After placing the Image widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email widget, you will see the options on the widget such as:"]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:(0,s.jsx)(n.strong,{children:"\ud83d\udcce Attachment Widget"})}),"\n"]}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["The ",(0,s.jsx)(n.strong,{children:"Attachment Widget"})," allows signers to upload supporting files directly while completing and signing a document. This is useful when additional documents or evidence are required as part of the signing workflow."]}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing. Additionally, you can add a hint or instruction to guide signers on what information or file is expected in the widget."}),"\n",(0,s.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,s.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"image",src:"https://github.com/user-attachments/assets/f52e704d-c69f-464a-b3fa-f76f27d98fed"}),"\n",(0,s.jsx)(n.h2,{id:"how-the-attachment-widget-works",children:"How the Attachment Widget Works"}),"\n",(0,s.jsxs)(n.ol,{children:["\n",(0,s.jsxs)(n.li,{children:["Signers can upload up to ",(0,s.jsx)(n.strong,{children:"5 files"})," using a single Attachment Widget."]}),"\n",(0,s.jsxs)(n.li,{children:["Each file can be a maximum of ",(0,s.jsx)(n.strong,{children:"10 MB"})," in size."]}),"\n",(0,s.jsxs)(n.li,{children:["A single Attachment Widget can therefore accept up to ",(0,s.jsx)(n.strong,{children:"50 MB"})," of attachments in total."]}),"\n",(0,s.jsxs)(n.li,{children:["Supported file formats include:","\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["PDF (",(0,s.jsx)(n.code,{children:".pdf"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["Microsoft Word (",(0,s.jsx)(n.code,{children:".docx"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["PNG (",(0,s.jsx)(n.code,{children:".png"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["JPG (",(0,s.jsx)(n.code,{children:".jpg"}),")"]}),"\n",(0,s.jsxs)(n.li,{children:["JPEG (",(0,s.jsx)(n.code,{children:".jpeg"}),")"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.li,{children:"Once the signer uploads the files and completes the signing process, the uploaded files are appended as additional pages to the end of the original PDF document."}),"\n"]}),"\n",(0,s.jsx)("img",{width:"918",alt:"document attchement",src:"https://github.com/user-attachments/assets/6325793e-a4ed-4aed-ab12-5e29e625f28a"}),"\n",(0,s.jsxs)(n.blockquote,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Note:"})," All uploaded attachments become part of the completed document package, making it easier to store, review, and share the signed document along with its supporting files."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Navigating Between Pages in OpenSign\u2122"}),"\nTo navigate between pages of a document that you have uploaded either click on the previous page \u2227 & V next page buttons at the top or click on any of the page previews loaded on the left side."]}),"\n",(0,s.jsx)("img",{width:"918",alt:"OpenSign Page controls",src:"https://github.com/user-attachments/assets/c577e165-f8ac-45c7-bc6f-d499c710a7ed"}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Add Pages"}),(0,s.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,s.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Delete Page"}),(0,s.jsx)(n.br,{}),"\n","An option is available to ",(0,s.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Reorder Pages"}),(0,s.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,s.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,s.jsx)(n.strong,{children:"Up"})," and ",(0,s.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,s.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,s.jsx)(n.br,{}),"\n","Controls are available to ",(0,s.jsx)(n.strong,{children:"zoom in"})," or ",(0,s.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsxs)(n.p,{children:[(0,s.jsx)(n.strong,{children:"Rotate Page"}),(0,s.jsx)(n.br,{}),"\n","Options are provided to ",(0,s.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,s.jsx)(n.strong,{children:"clockwise"})," and ",(0,s.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-4-next",children:"Step 4: Next:"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:[(0,s.jsx)(n.strong,{children:"Next"}),": After adding the widgets and signatures, click the 'Next' button. The document will then be created."]}),"\n"]}),"\n",(0,s.jsx)(n.h3,{id:"step-5-send-mail",children:"Step 5: Send Mail"}),"\n",(0,s.jsx)(n.p,{children:"After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Copy Link: You can copy the link to sign the document."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"Share: Use this option to share the document via email, WhatsApp and other Windows apps"}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6"}),"\n",(0,s.jsx)(n.h2,{id:"signers-signing-process",children:"Signers Signing Process"}),"\n",(0,s.jsx)(n.h3,{id:"step-6-email-otp-verification",children:"Step 6: Email OTP verification"}),"\n",(0,s.jsx)(n.p,{children:"Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer\u2019s email address. Enter the received OTP into the verification textbox and click the 'Verify' button."}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign send OTP",src:"https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"})}),"\n",(0,s.jsx)("div",{children:(0,s.jsx)("img",{width:"800",alt:"OpenSign verify otp",src:"https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"})}),"\n",(0,s.jsx)(n.h3,{id:"step-7-finalizing-the-process",children:"Step 7: Finalizing the Process:"}),"\n",(0,s.jsx)(n.p,{children:"After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature."}),"\n",(0,s.jsx)(n.p,{children:"After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,."}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer."}),"\n"]}),"\n",(0,s.jsxs)(n.li,{children:["\n",(0,s.jsx)(n.p,{children:"If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate."}),"\n"]}),"\n"]}),"\n",(0,s.jsx)("img",{width:"800",alt:"OpenSignFinalStep",src:"https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0"}),"\n",(0,s.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,s.jsxs)(n.ul,{children:["\n",(0,s.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,s.jsx)(n.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,s.jsx)(n.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,s.jsxs)(n.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,s.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,s.jsx)(n.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,s.jsx)(n,{...e,children:(0,s.jsx)(a,{...e})}):a(e)}}}]); \ No newline at end of file diff --git a/assets/js/d1393a72.ed4ac421.js b/assets/js/d1393a72.ed4ac421.js new file mode 100644 index 000000000..30a30e759 --- /dev/null +++ b/assets/js/d1393a72.ed4ac421.js @@ -0,0 +1 @@ +"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[841],{11856(e,n,i){i.r(n),i.d(n,{assets:()=>o,contentTitle:()=>l,default:()=>a,frontMatter:()=>d,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/New-Document/request-signatures","title":"Request signatures","description":"Interface Overview","source":"@site/docs/help/New-Document/request-signatures.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/request-signatures","permalink":"/docs/help/New-Document/request-signatures","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"Request signatures"},"sidebar":"tutorialSidebar","previous":{"title":"Sign your-self","permalink":"/docs/help/New-Document/sign-yourself"},"next":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"}}');var t=i(74848),r=i(28453);const d={sidebar_position:2,title:"Request signatures"},l="Request signatures using OpenSign\u2122",o={},c=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Uploading Your Document",id:"uploading-your-document",level:3},{value:"Entering Document Details And Signers",id:"entering-document-details-and-signers",level:3},{value:"Organizing Your Document",id:"organizing-your-document",level:3},{value:"Set the sending order",id:"set-the-sending-order",level:3},{value:"Setting the Time Frame",id:"setting-the-time-frame",level:3},{value:"Setting BCC and CC",id:"setting-bcc-and-cc",level:3},{value:"Auto reminder",id:"auto-reminder",level:3},{value:"Security Setting",id:"security-setting",level:3},{value:"Enable tour:",id:"enable-tour",level:3},{value:"Notify on signatures:",id:"notify-on-signatures",level:3},{value:"allow modifications:",id:"allow-modifications",level:3},{value:"Redirect url:",id:"redirect-url",level:3},{value:"Pen colors:",id:"pen-colors",level:3},{value:"Step 2: Proceed to Document Creation Panel",id:"step-2-proceed-to-document-creation-panel",level:3},{value:"Step 3: Document Creation",id:"step-3-document-creation",level:3},{value:"Prefill Widgets",id:"prefill-widgets",level:3},{value:"Signers/Recipients",id:"signersrecipients",level:2},{value:"Access code",id:"access-code",level:2},{value:"How the Access Code Works",id:"how-the-access-code-works",level:3},{value:"Add Widgets for Signers",id:"add-widgets-for-signers",level:2},{value:"1. Add a Signature Widget",id:"1-add-a-signature-widget",level:3},{value:"Signature Widget Options",id:"signature-widget-options",level:3},{value:"2. Add Other Widgets",id:"2-add-other-widgets",level:3},{value:"\u2699\ufe0f Widget Options",id:"\ufe0f-widget-options",level:4},{value:"Supported Conditions",id:"supported-conditions",level:2},{value:"Text Input",id:"text-input",level:3},{value:"Number",id:"number",level:3},{value:"Any Condition (OR)",id:"any-condition-or",level:3},{value:"Example",id:"example",level:2},{value:"Related Conditional Logic Guides",id:"related-conditional-logic-guides",level:3},{value:"Additional Widget Options",id:"additional-widget-options",level:3},{value:"Conditional Logic",id:"conditional-logic",level:3},{value:"Supported Conditions",id:"supported-conditions-1",level:2},{value:"Text Input",id:"text-input-1",level:3},{value:"Number",id:"number-1",level:3},{value:"Any Condition (OR)",id:"any-condition-or-1",level:3},{value:"Example",id:"example-1",level:4},{value:"Configuration Example",id:"configuration-example",level:2},{value:"Related Conditional Logic Guides",id:"related-conditional-logic-guides-1",level:3},{value:"Additional Widget Options",id:"additional-widget-options-1",level:3},{value:"Supported Conditions",id:"supported-conditions-2",level:2},{value:"Text Input",id:"text-input-2",level:3},{value:"Number",id:"number-2",level:3},{value:"Dropdown",id:"dropdown",level:3},{value:"Checkbox",id:"checkbox",level:3},{value:"Radio Button",id:"radio-button",level:3},{value:"Any Condition (OR)",id:"any-condition-or-2",level:3},{value:"Example",id:"example-2",level:4},{value:"Configuration Example",id:"configuration-example-1",level:2},{value:"Related Conditional Logic Guides",id:"related-conditional-logic-guides-2",level:3},{value:"Additional Widget Options",id:"additional-widget-options-2",level:3},{value:"Conditional Logic",id:"conditional-logic-1",level:3},{value:"Supported Conditions",id:"supported-conditions-3",level:2},{value:"Text Input",id:"text-input-3",level:3},{value:"Number",id:"number-3",level:3},{value:"Dropdown",id:"dropdown-1",level:3},{value:"Any Condition (OR)",id:"any-condition-or-3",level:3},{value:"Example",id:"example-3",level:4},{value:"Configuration Example",id:"configuration-example-2",level:2},{value:"Related Conditional Logic Guides",id:"related-conditional-logic-guides-3",level:3},{value:"Additional Widget Options",id:"additional-widget-options-3",level:3},{value:"Conditional Logic",id:"conditional-logic-2",level:3},{value:"Supported Conditions",id:"supported-conditions-4",level:2},{value:"Text Input",id:"text-input-4",level:3},{value:"Number",id:"number-4",level:3},{value:"Dropdown",id:"dropdown-2",level:3},{value:"Checkbox",id:"checkbox-1",level:3},{value:"Radio Button",id:"radio-button-1",level:3},{value:"Example 1 \u2013 Using Is Checked",id:"example-1--using-is-checked",level:4},{value:"Example 2 \u2013 Using Equals",id:"example-2--using-equals",level:4},{value:"Example 3 \u2013 Using Does Not Equal",id:"example-3--using-does-not-equal",level:4},{value:"Any Condition (OR)",id:"any-condition-or-4",level:3},{value:"Example",id:"example-4",level:4},{value:"Configuration Example",id:"configuration-example-3",level:2},{value:"Related Conditional Logic Guides",id:"related-conditional-logic-guides-4",level:3},{value:"Additional Widget Options",id:"additional-widget-options-4",level:3},{value:"How the Attachment Widget Works",id:"how-the-attachment-widget-works",level:2},{value:"\ud83d\udcc4 Document Page Controls",id:"-document-page-controls",level:3},{value:"Step 4: Next:",id:"step-4-next",level:3},{value:"Step 5: Send Mail",id:"step-5-send-mail",level:3},{value:"Signers Signing Process",id:"signers-signing-process",level:2},{value:"Step 6: Email OTP verification",id:"step-6-email-otp-verification",level:3},{value:"Step 7: Finalizing the Process:",id:"step-7-finalizing-the-process",level:3},{value:"Additional Information",id:"additional-information",level:2}];function h(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",h4:"h4",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",pre:"pre",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"request-signatures-using-opensign",children:"Request signatures using OpenSign\u2122"})}),"\n",(0,t.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,t.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,t.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,t.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"866",alt:"requets signature",src:"https://github.com/user-attachments/assets/f3edeafa-66d1-416a-854e-ce666f27e7b7"}),"\n",(0,t.jsx)(n.h3,{id:"uploading-your-document",children:"Uploading Your Document"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[1] Choose File"}),': Once the "Request signature" form opens, click "Choose file" button to select and upload the document file from your computer that needs to be signed. Currently you can upload only 1 file at a time but you can add additional documents by clicking "Add pages" in the next step.']}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"entering-document-details-and-signers",children:"Entering Document Details And Signers"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[3] Title"})," ",(0,t.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[4] Signers"}),": Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number)."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[5] Note"}),": Optionally add a note to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"organizing-your-document",children:"Organizing Your Document"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[6] Folder"}),": Select a folder where you want the document to be stored, or leave it to default to the 'Root' folder. You can browse your documents in a beautiful explorer view by navigating to \"OpenSign\u2122 Drive\"."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"set-the-sending-order",children:"Set the sending order"}),"\n",(0,t.jsx)("img",{width:"866",alt:"request signature2",src:"https://github.com/user-attachments/assets/f2e07e62-5a46-480d-b9a9-94f406805ce6"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"[7] Send in Order"})}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"If you choose:"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Yes"}),": Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"No"}),": Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.\nSelect the option that best suits the needs of your document processing."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Enforce strict order"}),": When this feature is enabled, signers must sign the document strictly in the predefined order. A signer assigned to the second position cannot sign the document until the first signer has completed their signing process.\nIf a subsequent signer attempts to sign the document before the previous signer has signed, an error message will be displayed, and the document signing process cannot be completed."]}),"\n",(0,t.jsx)("img",{width:"866",alt:"Enforce strict order",src:"https://github.com/user-attachments/assets/79876739-a8a8-4597-bd67-a6845761ec63"}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"setting-the-time-frame",children:"Setting the Time Frame"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Time To Complete (Days)"})," ",(0,t.jsx)(n.em,{children:"(Required)"}),": ",(0,t.jsx)(n.strong,{children:"[8]"})," Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"setting-bcc-and-cc",children:"Setting BCC and CC"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"BCC"}),": ",(0,t.jsx)(n.strong,{children:"[9]"}),' The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the BCC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"CC"}),": ",(0,t.jsx)(n.strong,{children:"[10]"}),' The CC (Carbon Copy) feature allows users to receive document completion emails at specified email addresses.\nYou can add multiple contacts in the CC field to notify several recipients.\nYou can either:\nClick "Add New" to enter a new email contact, or\nSelect from existing contacts using the dropdown list.']}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Merge Certificate to PDF"})," [11]:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Yes"}),": This will ensure that the completion certificate is included in the final PDF document. However, please note that once merged, the certificate cannot be separated from the main document."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"No"}),": If you choose not to merge, the completion certificate will be provided as a separate PDF file along with the signed document.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"auto-reminder",children:"Auto reminder"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[12]"})," Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Remind once in every (Days)"}),": You can specify the reminder interval in days (e.g., every 1 or every 2 days).\nNote: You can set a maximum of 15 reminders. For example, if the document completion time is 16 days and you try to schedule a reminder every day, the system will not allow it, as the reminder limit would be exceeded.\nThis feature only available for the paid users."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"security-setting",children:"Security Setting"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Enable OTP Verification"})," [13] :"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:'If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document.'}),"\n",(0,t.jsx)(n.li,{children:'If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Allow offline signing"})," :\n",(0,t.jsx)(n.strong,{children:"[14]"})," Choose whether signers can submit a copy of this document signed using an external tool for owner review.","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Yes"}),": Signers will see a \u201cSign Offline\u201d option, allowing them to upload an externally signed PDF and submit it to the document owner for approval."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"On Approval: Once the owner approves the submission, the signer\u2019s signing process will be marked as completed. After the document is approved by the owner, a notification email will be sent to the signer confirming that the document has been approved and their signing process is complete. At the same time, a request signature email will be triggered and sent to the next signer in the signing order."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"On Declined: If the document is incorrectly filled out or improperly formatted, the owner can decline it and add comments. The signer can then use the same signing link that was initially shared to them to either re-upload a corrected offline file or continue the process using OpenSign\u2019s online signing interface."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"No"}),": Signers can only sign within the app. The Sign Offline option will be hidden."]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"This setting defaults to your account preference under Preferences and is available on paid plans."}),"\n",(0,t.jsx)(n.h3,{id:"enable-tour",children:"Enable tour:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[15]"}),' If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.']}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"notify-on-signatures",children:"Notify on signatures:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[16]"}),' If set to "Yes," the document owner will receive an email notification each signer completes their signature.\nNote: This feature is available exclusively on paid plans.']}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"allow-modifications",children:"allow modifications:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[17]"})," If set to Yes, the signer will be allowed to make modifications to the document during the signing process. However, they cannot edit or remove any fields that were already placed by the document owner. They can only add basic fields such as signature, stamp, initials, text, and cells."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"If both Allow Modification and Enable OTP are set to Yes, the signer will still not be able to edit or delete existing fields, but will gain access to additional advanced fields to add during signing. These include: signature, stamp, initials, name, job title, company, text, cells, and email."}),"\n",(0,t.jsx)(n.p,{children:"Note: This feature is available exclusively on paid plans."}),"\n",(0,t.jsx)(n.h3,{id:"redirect-url",children:"Redirect url:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[18]"})," After signing the document and upon its completion, the signer will be redirected to the specified URL."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"pen-colors",children:"Pen colors:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"[19]"})," Choose the pen color for signing the document. The selected color will be available during the signing process. OpenSign currently supports red, blue, and black pen colors."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"step-2-proceed-to-document-creation-panel",children:"Step 2: Proceed to Document Creation Panel"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Next"}),": Once all the necessary fields are filled, click this button to proceed to create the document for signing."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Cancel"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"step-3-document-creation",children:"Step 3: Document Creation"}),"\n",(0,t.jsx)(n.h3,{id:"prefill-widgets",children:"Prefill Widgets"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Prefill Widgets"})," feature lets document creators prefill specific fields before sending a document for signature. This ensures that important details (such as date, name, email, images, checkboxes, radio buttons, or custom text) are already completed when recipients receive the document. By default, prefilled data cannot be edited by signers."]}),"\n",(0,t.jsx)("img",{width:"866",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"\u2728 Key Benefits"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"\u2705 Save time by auto-filling repetitive information."}),"\n",(0,t.jsx)(n.li,{children:"\u2705 Ensure accuracy for critical fields (e.g., company name, contract number)."}),"\n",(0,t.jsx)(n.li,{children:"\u2705 Maintain consistency across multiple signers and templates."}),"\n",(0,t.jsx)(n.li,{children:"\u2705 Reduce signer effort for a smoother signing experience."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,t.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,t.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,t.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,t.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Draw"})," \u2013 Allows the user to draw directly in this widget; use it when a prefill drawing is required."]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"signersrecipients",children:"Signers/Recipients"}),"\n",(0,t.jsxs)(n.p,{children:["Below the ",(0,t.jsx)(n.strong,{children:"Prefill"})," section, you'll find the list of signers that were added while creating the document. From this panel, you can select a recipient to assign widgets or use the ",(0,t.jsx)(n.strong,{children:"Add Recipient"})," option to include additional signers."]}),"\n",(0,t.jsx)(n.p,{children:"Each recipient can be assigned one of the following roles:"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Signer"}),": If the role is selected as Signer, the signer must fill in all required fields while signing the document before they can complete the signing process."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Viewer"}),": If the role is selected as Viewer, widgets cannot be assigned to that user. The Viewer role only allows the user to view the document."]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Approver"}),": If the role is selected as Approver, it works similarly to the Signer role. However, the main difference is that the Approver role does not require a signature widget. The approver can approve the document even if no widgets are assigned."]}),"\n",(0,t.jsx)(n.h2,{id:"access-code",children:"Access code"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Access Code"})," feature in OpenSign adds an extra layer of security to your documents by requiring recipients to enter a unique access code before they can view and sign a document. This feature helps ensure that only authorized recipients can access sensitive documents, even if the signing link is accidentally shared or intercepted."]}),"\n",(0,t.jsx)("img",{width:"866",alt:"Access code",src:"https://github.com/user-attachments/assets/e227e069-ee56-41ee-832d-b2c210cd3d63"}),"\n",(0,t.jsx)(n.h3,{id:"how-the-access-code-works",children:"How the Access Code Works"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["The document owner can enable ",(0,t.jsx)(n.strong,{children:"Access Code"})," protection by clicking the ",(0,t.jsx)(n.strong,{children:"Lock"})," icon next to the signer's details. This opens the ",(0,t.jsx)(n.strong,{children:"Access Code"})," dialog, where the owner can enter a unique ",(0,t.jsx)(n.strong,{children:"6-digit numeric access code"})," (for example, ",(0,t.jsx)(n.code,{children:"809966"}),"). After entering the code, click ",(0,t.jsx)(n.strong,{children:"Save"})," to assign it to the signer."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Send the document for signature."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"The signer receives an email invitation containing the document signing link. Alternatively, the document owner can share the signing link manually through another secure communication channel, such as SMS, a messaging application, or email."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["When the signer opens the document signing link, they are prompted to enter the assigned ",(0,t.jsx)(n.strong,{children:"6-digit access code"})," before they can access the document. The signer must obtain this access code directly from the document owner, who should share it using a separate and secure communication channel (such as a phone call, SMS, or messaging application)."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"If the signer enters the correct access code, the document opens and they can proceed with reviewing and signing it."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["If the signer enters an incorrect access code, access to the document is denied. The signer must enter the correct ",(0,t.jsx)(n.strong,{children:"6-digit numeric access code"})," provided by the document owner to continue."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,t.jsx)(n.h3,{id:"1-add-a-signature-widget",children:"1. Add a Signature Widget"}),"\n",(0,t.jsx)(n.p,{children:"Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required."}),"\n",(0,t.jsx)("img",{width:"866",alt:"create document",src:"https://github.com/user-attachments/assets/fa5471f0-f7cb-4170-982f-cb213e4db13d"}),"\n",(0,t.jsx)(n.h3,{id:"signature-widget-options",children:"Signature Widget Options"}),"\n",(0,t.jsx)(n.p,{children:"After placing the Signature widget, you will see the options on the widget such as:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Add Signer/Change Signer"}),": Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Copy Signature"}),": Clicking on this option reveals the following choices.","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"All pages: It will copy the signature widget to all pages."}),"\n",(0,t.jsx)(n.li,{children:"All pages but last: It will copy the signature widget to all pages except the last page."}),"\n",(0,t.jsx)(n.li,{children:"All pages but first: It will copy the signature widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"2-add-other-widgets",children:"2. Add Other Widgets"}),"\n",(0,t.jsx)(n.p,{children:"Depending on your needs, you can include additional widgets such as:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Stamp"}),": The stamp widget allows signers to add a stamp to the document. Signers can upload their stamp during the signing process. After placing the Stamp widget, you will see the options on the widget such as:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,t.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,t.jsxs)(n.li,{children:["Copy Stamp: Clicking on this option reveals the following choices.","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"All pages : It will copy the stamp widget to all pages."}),"\n",(0,t.jsx)(n.li,{children:"All pages but last: It will copy the stamp widget to all pages except the last page."}),"\n",(0,t.jsx)(n.li,{children:"All pages but first: It will copy the stamp widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Initials"}),": The initials widget allows signers to add their initials to the document. During the signing process, signers can draw, upload, or type their initials. After placing the Initials widget, you will see the options on the widget such as:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,t.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,t.jsxs)(n.li,{children:["Copy Initials: Clicking on this option reveals the following choices.","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"All pages : It will copy the initials widget to all pages."}),"\n",(0,t.jsx)(n.li,{children:"All pages but last: It will copy the initials widget to all pages except the last page."}),"\n",(0,t.jsx)(n.li,{children:"All pages but first: It will copy the initials widget to all pages except the first page."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Name"}),": The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name widget, you will see the options on the widget such as:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the name widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Job title"}),": The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title widget, you will see the options on the widget such as:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the job title widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Company"}),": The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company widget, you will see the options on the widget such as:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the Company widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Date Widget"})}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Date widget"})," allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the ",(0,t.jsx)(n.strong,{children:"Widget Info"})," panel."]}),"\n",(0,t.jsx)(n.h4,{id:"\ufe0f-widget-options",children:"\u2699\ufe0f Widget Options"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Date Format"}),": Choose the preferred date format (for example, ",(0,t.jsx)(n.code,{children:"MM/dd/yyyy"}),", ",(0,t.jsx)(n.code,{children:"dd-mm-yyyy"}),", or ",(0,t.jsx)(n.code,{children:"dd/mm/yyyy"}),") from the Format dropdown. This determines how the date appears to the signer."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Set Date"}),": This option allows the user to set a default date, which will be displayed while signing the document."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Signing Date"}),": When selected, the date on which the signer signs the document will be automatically displayed in the Date widget."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Clear"}),": Removes the selected date setting."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Date Range"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Min Date"}),": Sets the earliest date the signer can select."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Max Date"}),": Sets the latest date the signer can select."]}),"\n",(0,t.jsxs)(n.li,{children:["Use ",(0,t.jsx)(n.strong,{children:"Clear"})," to remove the minimum or maximum date restrictions."]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Required / Optional"}),(0,t.jsx)(n.br,{}),"\n","Mark the widget as ",(0,t.jsx)(n.strong,{children:"Required"})," if the signer must fill it in before completing the signing, or ",(0,t.jsx)(n.strong,{children:"Optional"})," if it is not mandatory."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Font Settings"}),"\nCustomize the ",(0,t.jsx)(n.strong,{children:"font size"})," and ",(0,t.jsx)(n.strong,{children:"text color"})," to match the document\u2019s style."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Read Only"}),"\nEnable this option to display a date that cannot be edited by the signer."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Save"}),"\nClick ",(0,t.jsx)(n.strong,{children:"Save"})," to apply all selected settings to the Date widget."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Text Input"}),": The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Setting : The widget settings panel provides additional customization options, including:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Choosing a ",(0,t.jsx)(n.strong,{children:"font color"})]}),"\n",(0,t.jsxs)(n.li,{children:["Setting the ",(0,t.jsx)(n.strong,{children:"font size"})]}),"\n",(0,t.jsxs)(n.li,{children:["Marking the field as ",(0,t.jsx)(n.strong,{children:"required"})," or ",(0,t.jsx)(n.strong,{children:"optional"})]}),"\n",(0,t.jsxs)(n.li,{children:["Providing a ",(0,t.jsx)(n.strong,{children:"default value"})]}),"\n",(0,t.jsxs)(n.li,{children:["Making the field ",(0,t.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,t.jsxs)(n.li,{children:["Adding a ",(0,t.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,t.jsxs)(n.li,{children:["Predefined formats like ",(0,t.jsx)(n.strong,{children:"SSN"}),", ",(0,t.jsx)(n.strong,{children:"email"}),", or ",(0,t.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,t.jsxs)(n.li,{children:["Custom JavaScript validations using regular expressions","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"For example:"}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,t.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,t.jsx)(n.br,{}),"\n",(0,t.jsxs)(n.em,{children:["(Optional reference: ",(0,t.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Conditional Logic"}),":"]}),"\n",(0,t.jsxs)(n.p,{children:["The Text Input widget also supports ",(0,t.jsx)(n.strong,{children:"Conditional Logic"}),", allowing you to dynamically show, hide, make required, or make optional the field based on values entered or selected in other widgets.\nConditional Logic enables the Text Input widget to respond dynamically based on values from other widgets."]}),"\n",(0,t.jsx)(n.p,{children:"Depending on the configured rule, the Text Input field can:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Show the field"}),"\n",(0,t.jsx)(n.li,{children:"Hide the field"}),"\n",(0,t.jsx)(n.li,{children:"Make the field Required"}),"\n",(0,t.jsx)(n.li,{children:"Make the field Optional"}),"\n"]}),"\n",(0,t.jsx)("img",{width:"1897",alt:"conditional logic textinput",src:"https://github.com/user-attachments/assets/ef89a946-ba4a-4a14-a7ef-97b2a8119e6b"}),"\n",(0,t.jsx)(n.h2,{id:"supported-conditions",children:"Supported Conditions"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Text Input"})," widget supports conditional logic based on the values of other widgets.\nThe available conditions depend on the selected trigger widget."]}),"\n",(0,t.jsx)(n.h3,{id:"text-input",children:"Text Input"}),"\n",(0,t.jsx)(n.p,{children:"Supported operators:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Equals"})}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Does Not Equal"})}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Example"})," If the value entered in ",(0,t.jsx)(n.strong,{children:"TextInput1"})," is equal to ",(0,t.jsx)(n.strong,{children:"HR"}),", then ",(0,t.jsx)(n.strong,{children:"TextInput2"})," is displayed."]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{children:"text Condition: TextInput1 = HR \nAction: Show TextInput2\n"})}),"\n",(0,t.jsx)(n.h3,{id:"number",children:"Number"}),"\n",(0,t.jsx)(n.p,{children:"Supported operators:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Equals"}),"\n",(0,t.jsx)(n.li,{children:"Does Not Equal"}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["Example\nIf ",(0,t.jsx)(n.code,{children:"number_widget1 = 5"}),"\nThen ",(0,t.jsx)(n.code,{children:"Show TextInput1"})]}),"\n",(0,t.jsx)(n.h3,{id:"any-condition-or",children:"Any Condition (OR)"}),"\n",(0,t.jsxs)(n.p,{children:["When ",(0,t.jsx)(n.strong,{children:"Any Condition (OR)"})," is selected, the configured action is performed if ",(0,t.jsx)(n.strong,{children:"at least one"})," of the specified conditions is satisfied."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Example"})}),"\n",(0,t.jsx)(n.p,{children:"text Condition 1: Number Field = 10 OR Condition 2: Checkbox = Checked"}),"\n",(0,t.jsx)(n.p,{children:"Action:"}),"\n",(0,t.jsx)(n.p,{children:"Show TextInput1"}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"TextInput1"})," is displayed if either the Number field equals ",(0,t.jsx)(n.strong,{children:"10"})," or the Checkbox is checked."]}),"\n",(0,t.jsx)(n.h2,{id:"example",children:"Example"}),"\n",(0,t.jsxs)(n.table,{children:[(0,t.jsx)(n.thead,{children:(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.th,{children:"Property"}),(0,t.jsx)(n.th,{children:"Value"})]})}),(0,t.jsxs)(n.tbody,{children:[(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Trigger Widget"})}),(0,t.jsx)(n.td,{children:"Number"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Condition"})}),(0,t.jsx)(n.td,{children:"Equals"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Condition Value"})}),(0,t.jsx)(n.td,{children:"5"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Condition 2 checkbox"})}),(0,t.jsx)(n.td,{children:"checked"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Action"})}),(0,t.jsx)(n.td,{children:"Show TextInput1"})]})]})]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Result"})}),"\n",(0,t.jsxs)(n.p,{children:["The configured ",(0,t.jsx)(n.strong,{children:"TextInput1"})," widget becomes visible when ",(0,t.jsx)(n.strong,{children:"either"})," the Number field equals ",(0,t.jsx)(n.strong,{children:"10"})," ",(0,t.jsx)(n.strong,{children:"or"})," the Checkbox is checked."]}),"\n",(0,t.jsx)(n.h3,{id:"related-conditional-logic-guides",children:"Related Conditional Logic Guides"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Text Input"})," widget also supports Conditional Logic using the following trigger widgets:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Dropdown Widget"})," - ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#number-widget-as-the-trigger",children:"Read more"})]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Dropdown Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#dropdown-widget-as-the-trigger",children:"Read more"})]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Checkbox Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#checkbox-widget-as-the-trigger",children:"Read more"})]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Radio Button Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#radio-button-as-the-trigger",children:"Read more"})]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"additional-widget-options",children:"Additional Widget Options"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Add Signer / Change Signer"}),": Click the first icon on the Text Input widget to assign the widget to a different signer. You can select an existing signer or add a new recipient."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Copy"}),": Click the ",(0,t.jsx)(n.strong,{children:"Copy"})," icon to duplicate the Text Input widget."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Number widget"})}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"The Number widget is used to collect numeric input from the signer. It accepts only numeric values, helping ensure data accuracy and consistency. The Number widget also supports formulas, allowing you to perform automatic calculations using values from other Number widgets. After placing the Number widget, you will see the following options:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Settings"}),": The widget settings panel provides additional customization options, including:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Choosing a ",(0,t.jsx)(n.strong,{children:"font color"})]}),"\n",(0,t.jsxs)(n.li,{children:["Setting the ",(0,t.jsx)(n.strong,{children:"font size"})]}),"\n",(0,t.jsxs)(n.li,{children:["Marking the field as ",(0,t.jsx)(n.strong,{children:"required"})," or ",(0,t.jsx)(n.strong,{children:"optional"})]}),"\n",(0,t.jsxs)(n.li,{children:["Providing a ",(0,t.jsx)(n.strong,{children:"default value"})]}),"\n",(0,t.jsxs)(n.li,{children:["Making the field ",(0,t.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,t.jsxs)(n.li,{children:["Adding a ",(0,t.jsx)(n.strong,{children:"placeholder"})," to guide the signer on the expected input"]}),"\n",(0,t.jsxs)(n.li,{children:["Assigning a unique ",(0,t.jsx)(n.strong,{children:"Name"})," to the widget. This name is used when referencing the widget in formulas.","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Example:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.code,{children:"number-1"})}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.code,{children:"subtotal"})}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.code,{children:"tax"})}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.code,{children:"grand_total"})}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["Defining a ",(0,t.jsx)(n.strong,{children:"Formula"})," to automatically calculate values using other Number widgets.","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Example:","\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-text",children:"{{quantity}} * {{price}}\n"})}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["Supported mathematical operators include:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"+"})," Addition"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"-"})," Subtraction"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"*"})," Multiplication"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"/"})," Division"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"%"})," Modulus (Remainder)"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"()"})," Parentheses for grouping operations"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"conditional-logic",children:(0,t.jsx)(n.strong,{children:"Conditional Logic"})}),"\n",(0,t.jsxs)(n.p,{children:["The Number widget also supports ",(0,t.jsx)(n.strong,{children:"Conditional Logic"}),", allowing you to dynamically show, hide, make required, or make optional the field based on values entered or selected in other widgets."]}),"\n",(0,t.jsx)(n.p,{children:"Conditional Logic enables the Number widget to respond dynamically based on values from other widgets."}),"\n",(0,t.jsx)(n.p,{children:"Depending on the configured rule, the Number widget can:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Show the field"}),"\n",(0,t.jsx)(n.li,{children:"Hide the field"}),"\n",(0,t.jsxs)(n.li,{children:["Make the field ",(0,t.jsx)(n.strong,{children:"Required"})]}),"\n",(0,t.jsxs)(n.li,{children:["Make the field ",(0,t.jsx)(n.strong,{children:"Optional"})]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"supported-conditions-1",children:"Supported Conditions"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Number"})," widget supports Conditional Logic based on the values of other widgets."]}),"\n",(0,t.jsx)(n.p,{children:"The available conditions depend on the selected trigger widget."}),"\n",(0,t.jsx)(n.h3,{id:"text-input-1",children:"Text 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",(0,t.jsx)(n.strong,{children:"Number"})," widget also supports Conditional Logic using the following trigger widgets:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Dropdown Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#number-widget-triggered-by-a-dropdown",children:"Read more"})]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Checkbox Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#number-widget-triggered-by-a-checkbox",children:"Read more"})]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Radio Button Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#number-widget-triggered-by-a-radio-button",children:"Read more"})]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Number Widget Triggered by Another Number Widget"})," - ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#number-widget-triggered-by-another-number-widget",children:"Read more"})]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"additional-widget-options-1",children:"Additional Widget Options"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Add Signer / Change Signer"}),": Click the first icon on the Number widget to assign the widget to a different signer. You can choose an existing signer or add a new recipient."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Copy"}),": Click the ",(0,t.jsx)(n.strong,{children:"Copy"})," icon to duplicate the Number widget."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Cells"}),(0,t.jsx)(n.br,{}),"\n","The ",(0,t.jsx)(n.strong,{children:"Cells widget"})," is ideal for documents that require input in a structured, table-like format, allowing the signer to fill in details within individual cells. After dragging and dropping the widget onto the document, you can adjust the number of cells by moving the ",(0,t.jsx)(n.strong,{children:"blue marker"}),"."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"800",alt:"Cells widget",src:"https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc"}),"\n",(0,t.jsx)(n.p,{children:"The widget settings panel provides additional customization options, including:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Manually entering the ",(0,t.jsx)(n.strong,{children:"number of cells"})]}),"\n",(0,t.jsxs)(n.li,{children:["Choosing a ",(0,t.jsx)(n.strong,{children:"font color"})]}),"\n",(0,t.jsxs)(n.li,{children:["Setting the ",(0,t.jsx)(n.strong,{children:"font size"})]}),"\n",(0,t.jsxs)(n.li,{children:["Marking the field as ",(0,t.jsx)(n.strong,{children:"required"})," or ",(0,t.jsx)(n.strong,{children:"optional"})]}),"\n",(0,t.jsxs)(n.li,{children:["Providing a ",(0,t.jsx)(n.strong,{children:"default value"})]}),"\n",(0,t.jsxs)(n.li,{children:["Making the field ",(0,t.jsx)(n.strong,{children:"read-only"})]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n",(0,t.jsxs)(n.li,{children:["Adding a ",(0,t.jsx)(n.strong,{children:"hint"}),", which will be displayed on the widget for better clarity"]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Custom Validations"})," are also supported, including:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Predefined formats like ",(0,t.jsx)(n.strong,{children:"SSN"}),", ",(0,t.jsx)(n.strong,{children:"email"}),", or ",(0,t.jsx)(n.strong,{children:"numeric values"})]}),"\n",(0,t.jsx)(n.li,{children:"Custom JavaScript validations using regular expressions"}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:"For example:"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"^\\d+$"})," \u2013 allows only digits"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.code,{children:"^[A-Z]+$"})," \u2013 allows only uppercase letters"]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["You can enter your regex pattern in the ",(0,t.jsx)(n.strong,{children:"Validations"})," field of the widget.",(0,t.jsx)(n.br,{}),"\n",(0,t.jsxs)(n.em,{children:["(Optional reference: ",(0,t.jsx)(n.a,{href:"https://www.w3schools.com/jsref/jsref_obj_regexp.asp",children:"JavaScript RegExp guide"}),")"]})]}),"\n",(0,t.jsx)("img",{width:"800",alt:"request signatures",src:"https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Checkbox"}),": The checkbox widget is used to capture input in the form of a checkbox selection. Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. 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displayed."]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-text",children:"Condition: Number1 = 10\nAction: Show RadioButton1\n"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"dropdown-2",children:"Dropdown"}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Supported operators:"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Equals"})}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Does Not Equal"})}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Example"})}),"\n",(0,t.jsxs)(n.p,{children:["If the selected value of ",(0,t.jsx)(n.strong,{children:"Dropdown1"})," is ",(0,t.jsx)(n.strong,{children:"Manager"}),", then ",(0,t.jsx)(n.strong,{children:"RadioButton1"})," is displayed."]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-text",children:"Condition: Dropdown1 = Manager\nAction: Show 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",(0,t.jsx)(n.strong,{children:"RadioButton1"})," is displayed."]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-text",children:"Condition: Checkbox1 is Not Checked\nAction: Show RadioButton1\n"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"radio-button-1",children:"Radio Button"}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Supported operators:"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Is Checked"})}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Is Not Checked"})}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Equals"})}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"Does Not Equal"})}),"\n"]}),"\n",(0,t.jsxs)(n.h4,{id:"example-1--using-is-checked",children:["Example 1 \u2013 Using ",(0,t.jsx)(n.strong,{children:"Is Checked"})]}),"\n",(0,t.jsxs)(n.p,{children:["If ",(0,t.jsx)(n.strong,{children:"RadioButton1"})," is selected, then ",(0,t.jsx)(n.strong,{children:"RadioButton2"})," is displayed."]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-text",children:"Condition: RadioButton1 is Checked\nAction: Show RadioButton2\n"})}),"\n",(0,t.jsxs)(n.h4,{id:"example-2--using-equals",children:["Example 2 \u2013 Using ",(0,t.jsx)(n.strong,{children:"Equals"})]}),"\n",(0,t.jsxs)(n.p,{children:["If the selected value of ",(0,t.jsx)(n.strong,{children:"RadioButton1"})," is ",(0,t.jsx)(n.strong,{children:"Approved"}),", then ",(0,t.jsx)(n.strong,{children:"RadioButton2"})," is displayed."]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-text",children:"Condition: RadioButton1 = Approved\nAction: Show RadioButton2\n"})}),"\n",(0,t.jsxs)(n.h4,{id:"example-3--using-does-not-equal",children:["Example 3 \u2013 Using ",(0,t.jsx)(n.strong,{children:"Does Not Equal"})]}),"\n",(0,t.jsxs)(n.p,{children:["If the selected value of ",(0,t.jsx)(n.strong,{children:"RadioButton1"})," is ",(0,t.jsx)(n.strong,{children:"not"})," ",(0,t.jsx)(n.strong,{children:"Approved"}),", then ",(0,t.jsx)(n.strong,{children:"RadioButton2"})," is displayed."]}),"\n",(0,t.jsx)(n.pre,{children:(0,t.jsx)(n.code,{className:"language-text",children:"Condition: RadioButton1 Does Not Equal Approved\nAction: Show RadioButton2\n"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h3,{id:"any-condition-or-4",children:"Any Condition (OR)"}),"\n",(0,t.jsxs)(n.p,{children:["When ",(0,t.jsx)(n.strong,{children:"Any Condition (OR)"})," is selected, the configured action is performed when ",(0,t.jsx)(n.strong,{children:"at least one"})," of the configured conditions is satisfied."]}),"\n",(0,t.jsx)(n.h4,{id:"example-4",children:"Example"}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Conditions"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Number Field = ",(0,t.jsx)(n.strong,{children:"10"})]}),"\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"OR"})}),"\n",(0,t.jsxs)(n.li,{children:["Checkbox = ",(0,t.jsx)(n.strong,{children:"Checked"})]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Action"})}),"\n",(0,t.jsxs)(n.p,{children:["Show ",(0,t.jsx)(n.strong,{children:"RadioButton1"})]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Result"})}),"\n",(0,t.jsxs)(n.p,{children:["The configured ",(0,t.jsx)(n.strong,{children:"RadioButton1"})," widget is displayed when ",(0,t.jsx)(n.strong,{children:"either"})," of the following conditions is met:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["The signer enters ",(0,t.jsx)(n.strong,{children:"10"})," in the Number field."]}),"\n",(0,t.jsx)(n.li,{children:"The signer checks the Checkbox."}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"configuration-example-3",children:"Configuration Example"}),"\n",(0,t.jsxs)(n.table,{children:[(0,t.jsx)(n.thead,{children:(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.th,{children:"Property"}),(0,t.jsx)(n.th,{children:"Value"})]})}),(0,t.jsxs)(n.tbody,{children:[(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Condition Type"})}),(0,t.jsx)(n.td,{children:"Any Condition (OR)"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Trigger Widget 1"})}),(0,t.jsx)(n.td,{children:"Number"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Condition"})}),(0,t.jsx)(n.td,{children:"Equals"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Condition Value"})}),(0,t.jsx)(n.td,{children:"10"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Trigger Widget 2"})}),(0,t.jsx)(n.td,{children:"Checkbox"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Condition"})}),(0,t.jsx)(n.td,{children:"Is Checked"})]}),(0,t.jsxs)(n.tr,{children:[(0,t.jsx)(n.td,{children:(0,t.jsx)(n.strong,{children:"Action"})}),(0,t.jsx)(n.td,{children:"Show RadioButton1"})]})]})]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Result"})}),"\n",(0,t.jsxs)(n.p,{children:["The configured ",(0,t.jsx)(n.strong,{children:"RadioButton1"})," widget becomes visible when ",(0,t.jsx)(n.strong,{children:"either"})," the Number field equals ",(0,t.jsx)(n.strong,{children:"10"})," ",(0,t.jsx)(n.strong,{children:"or"})," the Checkbox is checked."]}),"\n",(0,t.jsx)(n.h3,{id:"related-conditional-logic-guides-4",children:"Related Conditional Logic Guides"}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Radio Button"})," widget also supports Conditional Logic using the following trigger widgets:"]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Text Input Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#radio-button-triggered-by-a-text-input",children:"Read more"})]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Number Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#radio-button-triggered-by-a-number-widget",children:"Read more"})]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Dropdown Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#radio-button-triggered-by-a-dropdown",children:"Read more"})]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Checkbox Widget"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#radio-button-triggered-by-a-checkbox",children:"Read more"})]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Radio Button Triggered by Another Radio Button"})," \u2013 ",(0,t.jsx)(n.a,{href:"https://github.com/pravinOpenSign/OpenSign/blob/patch-75/docs/docs/help/New-Document/conditional_logic.md#radio-button-triggered-by-another-radio-button",children:"Read more"})]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"additional-widget-options-4",children:"Additional Widget Options"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Add Signer / Change Signer"}),": Click the first icon on the Radio Button widget to assign the widget to a different signer. You can select an existing signer or add a new recipient."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Copy"}),": Click the ",(0,t.jsx)(n.strong,{children:"Copy"})," icon to duplicate the Radio Button widget."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Image"}),": The image widget allows signers to upload an image during the signing process. After placing the Image widget, you will see the options on the widget such as:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing."}),"\n",(0,t.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,t.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Email"}),": The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email widget, you will see the options on the widget such as:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Setting icon: By clicking on the option, you can set the color and font."}),"\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Hide text with asterisks"}),': **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.']}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:"Copy : Clicking on this you can duplicate the email widget."}),"\n"]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:(0,t.jsx)(n.strong,{children:"\ud83d\udcce Attachment Widget"})}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["The ",(0,t.jsx)(n.strong,{children:"Attachment Widget"})," allows signers to upload supporting files directly while completing and signing a document. This is useful when additional documents or evidence are required as part of the signing workflow."]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing. Additionally, you can add a hint or instruction to guide signers on what information or file is expected in the widget."}),"\n",(0,t.jsx)(n.li,{children:"Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer."}),"\n",(0,t.jsx)(n.li,{children:"Copy : Clicking on this you can duplicate the image widget."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"918",alt:"image",src:"https://github.com/user-attachments/assets/f52e704d-c69f-464a-b3fa-f76f27d98fed"}),"\n",(0,t.jsx)(n.h2,{id:"how-the-attachment-widget-works",children:"How the Attachment Widget Works"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Signers can upload up to ",(0,t.jsx)(n.strong,{children:"5 files"})," using a single Attachment Widget."]}),"\n",(0,t.jsxs)(n.li,{children:["Each file can be a maximum of ",(0,t.jsx)(n.strong,{children:"10 MB"})," in size."]}),"\n",(0,t.jsxs)(n.li,{children:["A single Attachment Widget can therefore accept up to ",(0,t.jsx)(n.strong,{children:"50 MB"})," of attachments in total."]}),"\n",(0,t.jsxs)(n.li,{children:["Supported file formats include:","\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["PDF (",(0,t.jsx)(n.code,{children:".pdf"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:["Microsoft Word (",(0,t.jsx)(n.code,{children:".docx"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:["PNG (",(0,t.jsx)(n.code,{children:".png"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:["JPG (",(0,t.jsx)(n.code,{children:".jpg"}),")"]}),"\n",(0,t.jsxs)(n.li,{children:["JPEG (",(0,t.jsx)(n.code,{children:".jpeg"}),")"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.li,{children:"Once the signer uploads the files and completes the signing process, the uploaded files are appended as additional pages to the end of the original PDF document."}),"\n"]}),"\n",(0,t.jsx)("img",{width:"918",alt:"document attchement",src:"https://github.com/user-attachments/assets/6325793e-a4ed-4aed-ab12-5e29e625f28a"}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Note:"})," All uploaded attachments become part of the completed document package, making it easier to store, review, and share the signed document along with its supporting files."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"-document-page-controls",children:"\ud83d\udcc4 Document Page Controls"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Navigating Between Pages in OpenSign\u2122"}),"\nTo navigate between pages of a document that you have uploaded either click on the previous page \u2227 & V next page buttons at the top or click on any of the page previews loaded on the left side."]}),"\n",(0,t.jsx)("img",{width:"918",alt:"OpenSign Page controls",src:"https://github.com/user-attachments/assets/c577e165-f8ac-45c7-bc6f-d499c710a7ed"}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Add Pages"}),(0,t.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,t.jsx)(n.strong,{children:'"Add" button'}),". 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