Update docusaurus.config.js

Patch 21

.gitignore

@@ -24,9 +24,4 @@ yarn-debug.log*
 yarn-error.log*
 apps/OpenSign/public/mfbuild/*
 microfrontends/SignDocuments/build/*
-apps/OpenSignServer/files/files/*
-# ignore generated API documentation
-/docs/docs/API-docs/*
-!/docs/docs/API-docs/opensign.yaml
-!/docs/docs/API-docs/intro.md
-/docs/docs/API-docs-1.1/
+apps/OpenSignServer/files/files/*

docs/docs/API-docs/opensign.yaml

@@ -427,8 +427,10 @@ paths:
           - "mmm dd, yyyy",
           - "mmmm dd, yyyy",
           - "dd mmm, yyyy",
-          - "dd mmmm, yyy".
-
+          - "dd mmmm, yyy",
+          - "dd/mm/yyyy",
+          - "dd.mm.yyyy".
+          
         9. **textbox**
         ```
         {
@@ -473,6 +475,7 @@ paths:
             "hidelabel": false,
             "color": "black",
             "fontsize": 12,
+            "layout": "vertical",
             "validation": {
               "minselections": 0,
               "maxselections": 0
@@ -699,7 +702,9 @@ paths:
           - "mmm dd, yyyy",
           - "mmmm dd, yyyy",
           - "dd mmm, yyyy",
-          - "dd mmmm, yyy".
+          - "dd mmmm, yyy",
+          - "dd/mm/yyyy",
+          - "dd.mm.yyyy".
 
         9. **textbox**
         ```
@@ -745,6 +750,7 @@ paths:
             "hidelabel": false,
             "color": "black",
             "fontsize": 12,
+            "layout": "vertical",
             "validation": {
               "minselections": 0,
               "maxselections": 0
@@ -799,7 +805,8 @@ paths:
             "values": ["male", "female", "other"],
             "default": "male",
             "color": "black",
-            "fontsize": 12
+            "fontsize": 12,
+            "layout": "vertical"
           }
         }
         ```
@@ -1019,7 +1026,9 @@ paths:
           - "mmm dd, yyyy",
           - "mmmm dd, yyyy",
           - "dd mmm, yyyy",
-          - "dd mmmm, yyy".
+          - "dd mmmm, yyy",
+          - "dd/mm/yyyy",
+          - "dd.mm.yyyy".
 
         9. **textbox**
         ```
@@ -1065,6 +1074,7 @@ paths:
             "hidelabel": false,
             "color": "black",
             "fontsize": 12,
+            "layout": "vertical",
             "validation": {
               "minselections": 0,
               "maxselections": 0
@@ -1119,7 +1129,8 @@ paths:
             "values": ["male", "female", "other"],
             "default": "male",
             "color": "black",
-            "fontsize": 12
+            "fontsize": 12,
+            "layout": "vertical"
           }
         }
         ```
@@ -1797,7 +1808,9 @@ paths:
           - "mmm dd, yyyy",
           - "mmmm dd, yyyy",
           - "dd mmm, yyyy",
-          - "dd mmmm, yyy".
+          - "dd mmmm, yyy",
+          - "dd/mm/yyyy",
+          - "dd.mm.yyyy".
 
         9. **textbox**
         ```
@@ -1843,6 +1856,7 @@ paths:
             "hidelabel": false,
             "color": "black",
             "fontsize": 12,
+            "layout": "vertical",
             "validation": {
               "minselections": 0,
               "maxselections": 0
@@ -1897,7 +1911,8 @@ paths:
             "values": ["male", "female", "other"],
             "default": "male",
             "color": "black",
-            "fontsize": 12
+            "fontsize": 12,
+            "layout": "vertical"
           }
         }
         ```
@@ -2117,7 +2132,9 @@ paths:
           - "mmm dd, yyyy",
           - "mmmm dd, yyyy",
           - "dd mmm, yyyy",
-          - "dd mmmm, yyy".
+          - "dd mmmm, yyy",
+          - "dd/mm/yyyy",
+          - "dd.mm.yyyy".
 
         9. **textbox**
         ```
@@ -2163,6 +2180,7 @@ paths:
             "hidelabel": false,
             "color": "black",
             "fontsize": 12,
+            "layout": "vertical",
             "validation": {
               "minselections": 0,
               "maxselections": 0
@@ -2217,7 +2235,8 @@ paths:
             "values": ["male", "female", "other"],
             "default": "male",
             "color": "black",
-            "fontsize": 12
+            "fontsize": 12,
+            "layout": "vertical"
           }
         }
         ```
@@ -3338,11 +3357,11 @@ components:
         email_subject:
           type: string
           description: "Custom mail subject for signature request. Can include the following  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "{{sender_name}} has requested you to sign {{document_title}}"
         email_body:
           type: string
           description: "Custom signature request email body. Can include the following  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "<p>Hi {{receiver_name}},</p><p>We hope this email finds you well. <strong>{{sender_name}}</strong> has requested you to review and sign <strong>{{document_title}}</strong>.</p><p>Your signature is crucial to proceed with the next steps as it signifies your agreement and authorization.</p><p><a href='{{signing_url}}'>Sign here</a></p><p>If you have any questions or need further clarification, please contact the sender.</p><p>Thanks,<br>Team OpenSign™</p>"
         enableTour:
           type: boolean
           description: "true - this option will enable a guided tour for signers, providing instructions during the signing process. false - disable the guided tour, ensuring a faster, uninterrupted signing experience."
@@ -3400,11 +3419,11 @@ components:
         email_subject:
           type: string
           description: "Custom mail subject for signature request. Can include the following  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "{{sender_name}} has requested you to sign {{document_title}}"
         email_body:
           type: string
           description: "Custom signature request email body. Can include the following  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "<p>Hi {{receiver_name}},</p><p>We hope this email finds you well. <strong>{{sender_name}}</strong> has requested you to review and sign <strong>{{document_title}}</strong>.</p><p>Your signature is crucial to proceed with the next steps as it signifies your agreement and authorization.</p><p><a href='{{signing_url}}'>Sign here</a></p><p>If you have any questions or need further clarification, please contact the sender.</p><p>Thanks,<br>Team OpenSign™</p>"
         sendInOrder:
           type: boolean
           description: "If set to 'true', only the first signer will receive the signature request email initially. Emails to subsequent signers will be triggered sequentially, with each sent only after the previous signer has completed their signing. By default, sendInOrder is set to 'true'."
@@ -3483,11 +3502,11 @@ components:
         email_subject:
           type: string
           description: "Custom mail subject for signature request. Can include the following  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "{{sender_name}} has requested you to sign {{document_title}}"
         email_body:
           type: string
           description: "Custom signature request email body. Can include the following  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "<p>Hi {{receiver_name}},</p><p>We hope this email finds you well. <strong>{{sender_name}}</strong> has requested you to review and sign <strong>{{document_title}}</strong>.</p><p>Your signature is crucial to proceed with the next steps as it signifies your agreement and authorization.</p><p><a href='{{signing_url}}'>Sign here</a></p><p>If you have any questions or need further clarification, please contact the sender.</p><p>Thanks,<br>Team OpenSign™</p>"
         sendInOrder:
           type: boolean
           description: "If set to 'true', only the first signer will receive the signature request email initially. Emails to subsequent signers will be triggered sequentially, with each sent only after the previous signer has completed their signing. By default, sendInOrder is set to 'true'."
@@ -3586,6 +3605,12 @@ components:
       - signers
       type: object
       properties:
+        title:
+          type: string
+          format: string
+          example: New document title
+          description: |
+            An optional parameter specifying the title for the newly created document. If omitted, the template’s title will be used by default.
         signers:
           type: array
           items:
@@ -3601,11 +3626,11 @@ components:
         email_subject:
           type: string
           description: "Custom mail subject for signature request. Can include the following  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "{{sender_name}} has requested you to sign {{document_title}}"
         email_body:
           type: string
           description: "Custom signature request email body. Can include the following  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "<p>Hi {{receiver_name}},</p><p>We hope this email finds you well. <strong>{{sender_name}}</strong> has requested you to review and sign <strong>{{document_title}}</strong>.</p><p>Your signature is crucial to proceed with the next steps as it signifies your agreement and authorization.</p><p><a href='{{signing_url}}'>Sign here</a></p><p>If you have any questions or need further clarification, please contact the sender.</p><p>Thanks,<br>Team OpenSign™</p>"
         sendInOrder:
           type: boolean
           description: "If set to 'true', only the first signer will receive the signature request email initially. Emails to subsequent signers will be triggered sequentially, with each sent only after the previous signer has completed their signing. By default, sendInOrder is set to 'true'."
@@ -3671,11 +3696,11 @@ components:
         email_subject:
           type: string
           description: "Custom signature request email subject in text/html format. Can include following variables  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "{{sender_name}} has requested you to sign {{document_title}}"
         email_body:
           type: string
           description: "Custom signature request email body in text/html format. Can include following variables  {{document_title}} {{sender_name}}, {{sender_mail}}, {{sender_phone}}, {{receiver_name}}, {{receiver_email}}, {{receiver_phone}}, {{expiry_date}}, {{company_name}}, {{signing_url}}, {{note}}."
-          example: ""
+          example: "<p>Hi {{receiver_name}},</p><p>We hope this email finds you well. <strong>{{sender_name}}</strong> has requested you to review and sign <strong>{{document_title}}</strong>.</p><p>Your signature is crucial to proceed with the next steps as it signifies your agreement and authorization.</p><p><a href='{{signing_url}}'>Sign here</a></p><p>If you have any questions or need further clarification, please contact the sender.</p><p>Thanks,<br>Team OpenSign™</p>"
     inline_response_404_3:
       type: object
       properties:

docs/docs/API-docs/v1.1/intro.md

@@ -0,0 +1,26 @@
+# Overview
+
+OpenSign™ API offers a robust suite of functionalities for digital document management and electronic signatures. Designed to cater to a wide array of business needs, the API facilitates the creation, signing, and management of digital documents. It ensures secure and efficient processes, complying with international legal standards for electronic signatures.
+
+# Key Features
+
+- **Document Creation**: Allows for the generation of digital documents directly through the API.
+- **Template Creation**: Supports the creation and management of document templates for consistent use across various applications.
+- **Electronic Signature Integration**: Provides capabilities for incorporating electronic signatures into documents.
+- **User Management**: Facilitates the management of user accounts, permissions, and roles within an application.
+- **Contacts Management**: Enables efficient handling of contact information and integration with document processes.
+- **Compliance and Security**: Ensures all operations adhere to global legal standards for electronic signatures and data security.
+- **Customization and Flexibility**: Offers highly customizable workflows, tailored to meet diverse organizational requirements.
+- **Cross-Platform Compatibility**: Assures seamless functionality across various platforms and devices.
+
+# Target Audience
+
+- **Developers and IT Professionals**: Implementing digital document management and electronic signature solutions.
+- **Businesses and Enterprises**: Seeking efficient and secure digital document workflows.
+- **Legal and Compliance Teams**: Requiring digital solutions compliant with legal standards for signatures and document management.
+
+# Usage Scenarios
+
+- Streamlining contract creation and signing processes in corporate environments.
+- Managing user permissions and contacts for large-scale document workflows.
+- Utilizing templates for standardized document processes in legal, financial, and governmental sectors.

docs/docs/API-docs/v1/intro.md

@@ -0,0 +1,26 @@
+# Overview
+
+OpenSign™ API offers a robust suite of functionalities for digital document management and electronic signatures. Designed to cater to a wide array of business needs, the API facilitates the creation, signing, and management of digital documents. It ensures secure and efficient processes, complying with international legal standards for electronic signatures.
+
+# Key Features
+
+- **Document Creation**: Allows for the generation of digital documents directly through the API.
+- **Template Creation**: Supports the creation and management of document templates for consistent use across various applications.
+- **Electronic Signature Integration**: Provides capabilities for incorporating electronic signatures into documents.
+- **User Management**: Facilitates the management of user accounts, permissions, and roles within an application.
+- **Contacts Management**: Enables efficient handling of contact information and integration with document processes.
+- **Compliance and Security**: Ensures all operations adhere to global legal standards for electronic signatures and data security.
+- **Customization and Flexibility**: Offers highly customizable workflows, tailored to meet diverse organizational requirements.
+- **Cross-Platform Compatibility**: Assures seamless functionality across various platforms and devices.
+
+# Target Audience
+
+- **Developers and IT Professionals**: Implementing digital document management and electronic signature solutions.
+- **Businesses and Enterprises**: Seeking efficient and secure digital document workflows.
+- **Legal and Compliance Teams**: Requiring digital solutions compliant with legal standards for signatures and document management.
+
+# Usage Scenarios
+
+- Streamlining contract creation and signing processes in corporate environments.
+- Managing user permissions and contacts for large-scale document workflows.
+- Utilizing templates for standardized document processes in legal, financial, and governmental sectors.

docs/docs/help/New-Document/edit-document-before-sending.md

@@ -5,23 +5,23 @@ title: Editing Your Document Before Sending
 
 # How to edit a document before sending in OpenSign™?
 
-OpenSign™ lets you polish your PDF before you send it out—whether you’re signing it yourself, requesting signatures, or saving it as a template. You get three core editing controls right in the preview:
+OpenSign™ lets you polish your PDF before you send it out—whether you’re signing it yourself, requesting signatures, or saving it as a template. You get four core editing controls right in the preview:
 
-1. **Add Pages**
+<img width="918" alt="page controls" src="https://github.com/user-attachments/assets/915951f5-4938-4265-8067-950a35d59b7f" />
 
-   * Click the **“+”** icon.
-   * Upload one or more PDF files.
-   * New pages are appended to the end of your current document.
+- **Add Pages**  
+  In the left-side panel, users will see an **"Add" button**. Clicking it allows users to select and merge new documents into the current one.
 
-2. **Rotate Pages**
+- **Delete Page**  
+  An option is available to **delete** any unwanted page from the document.
 
-   * Use the **left-rotate** or **right-rotate** icons on any page.
-   * See the orientation update instantly in the real-time preview.
+- **Reorder Pages**  
+  Users can reorder pages by clicking the **"Reorder" button**, which opens a popup displaying all pages. Use the **Up** and **Down** arrows to change the order. Click **Save** to apply the new page order.
+  
+<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/c700ee21-1696-4768-964f-9ca2792bf13a" />
 
-3. **Delete Pages**
+- **Zoom In / Zoom Out**  
+  Controls are available to **zoom in** or **zoom out** of the document view.
 
-   * Click the **trash bin** icon on the page you want to remove.
-   * Confirm the deletion when prompted.
-   * **Warning:** This action is permanent and cannot be undone.
-
-![image](https://github.com/user-attachments/assets/1fd6aad2-3749-4148-ba01-eae8e5cc6a94)
+- **Rotate Page**  
+  Options are provided to **rotate pages** in both **clockwise** and **counterclockwise** directions.

docs/docs/help/New-Document/request-signatures.md

@@ -14,42 +14,78 @@ The OpenSign™ Request signatures interface is designed to streamline the proce
 ### Step 1: Begin New Document Creation
 
 - **Navigate to Request Signatures form**: Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures.
+
+<img width="800" alt="request signatures" src="https://github.com/user-attachments/assets/65087c2d-a1e4-4735-8420-759ea97b38aa" />
+
+### Uploading Your Document
+
+- **[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.
+- **[2] Choose File from Dropbox**: Click the dropbox icon to select the document file from your dropbox account.
+
+### Entering Document Details And Signers
+
+- **[3] Title** *(Required)*: Input the title of your document. This identifier will be visible to signers and in your document management.
+- **[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). 
+- **[5] Note**: Optionally add a note to give context or instructions regarding the document.
+
+### Organizing Your Document
+
+- **[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™ Drive".
   
-<img width="800" alt="request signatures" src="https://github.com/user-attachments/assets/94112aec-4581-46a5-8e09-b6fc42e9e72a" />
+### Set the sending order
+- **[7] Send in Order**
 
-### Step 2: Uploading Your Document
-
-- **[2] 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.
-- **[3] Choose File from Dropbox**: Click the dropbox icon to select the document file from your dropbox account.
-
-### Step 3: Entering Document Details And Signers
-
-- **[4] Title** *(Required)*: Input the title of your document. This identifier will be visible to signers and in your document management.
-- **[5] 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). 
-- **[6] Note**: Optionally add a note to give context or instructions regarding the document.
-
-### Step 4: Organizing Your Document
-
-- **[7] 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™ Drive".
-
-### Step 5: Setting the Time Frame
-
-- **[8] Time To Complete (Days)** *(Required)*: Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing.
-
-### Step 6: Set the sending order
-- **[9] Send in Order**
-  - **If you choose:**
+  **If you choose:**
   - **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.
   - **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.
 Select the option that best suits the needs of your document processing.
-### Step 7: Auto reminder (feature only available for the subscribed user)
-- **[10]** Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
-- **Remind once in every (Days)**: Here, you can set the number of days for the reminder.
+
+### Setting the Time Frame
+- **[8] Time To Complete (Days)** *(Required)*: Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing.
   
-### Step 8: Proceed to Document Creation Panel
+### Setting BCC
+- **[9] BCC**: The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.
+You can add multiple contacts in the BCC field to notify several recipients. 
+You can either:
+Click "Add New" to enter a new email contact, or
+Select from existing contacts using the dropdown list.
+
+### Auto reminder
+- **[10]** Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
+- **Remind once in every (Days)**: You can specify the reminder interval in days (e.g., every 1 or every 2 days).
+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.
+This feature only available for the paid users.
+
+### Security Setting
+- **[11] Enable OTP Verification** :
+  
+   - 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.
+
+Note: This feature is available exclusively on paid plans.
+
+### Enable tour:
+- **[12]** 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.
+
+### Notify on signatures: 
+- **[13]** If set to "Yes," the document owner will receive an email notification each signer completes their signature.
+Note: This feature is available exclusively on paid plans.
+
+### allow modifications: 
+- **[14]** 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.
+
+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.
+
+Note: This feature is available exclusively on paid plans.
+
+### Redirect url: 
+- **[15]**  After signing the document and upon its completion, the signer will be redirected to the specified URL.
+
+### Step 2: Proceed to Document Creation Panel
 - **Next**: Once all the necessary fields are filled, click this button to proceed to create the document for signing.
 - **Cancel**: If you need to start over or make changes, click this button to clear the form.
-### Step 9: Document creation 
+  
+### Step 3: Document creation 
 
 <img width="800" alt="request signatures" src="https://github.com/user-attachments/assets/b4e6f257-e362-46a7-b809-546f0e5999fc" />
 
@@ -64,66 +100,130 @@ Use the option on the right side to add recipients if you need to include additi
     -  All pages but first: It will copy the signature widget to all pages except the first page.
  
 - **[2] Add other widgets**: Depending on your needs, you can include additional widgets such as:
- - **Stamp**: After placing the Stamp widget, you will see the options on the widget such as:
+ - **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:
       - Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
       - 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.
       - Copy Stamp: Clicking on this option reveals the following choices.
         -  All pages : It will copy the stamp widget to all pages.
         -  All pages but last: It will copy the stamp widget to all pages except the last page.
         -  All pages but first: It will copy the stamp widget to all pages except the first page.
- - **Initials**: After placing the Initials widget, you will see the options on the widget such as:
+ - **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:
     - Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
     - 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.
     - Copy Initials: Clicking on this option reveals the following choices.
-      -  All pages : It will copy the stamp widget to all pages.
-      -  All pages but last: It will copy the stamp widget to all pages except the last page.
-      -  All pages but first: It will copy the stamp widget to all pages except the first page.
- - **Name**: After placing the name widget, you will see the options on the widget such as:
+      -  All pages : It will copy the initials widget to all pages.
+      -  All pages but last: It will copy the initials widget to all pages except the last page.
+      -  All pages but first: It will copy the initials widget to all pages except the first page.
+ - **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:
     - Setting icon: By clicking on the option, you can set the color and font.
     - 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.
     - Copy : Clicking on this you can duplicate the name widget.
- - **Job title**: After placing the job title widget, you will see the options on the widget such as:
+ - **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:
     - Setting icon: By clicking on the option, you can set the color and font.
     - 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.
     - Copy : Clicking on this you can duplicate the job title widget.
   
- - **Company**: After placing the company widget, you will see the options on the widget such as:
+ - **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:
      - Setting icon: By clicking on the option, you can set the color and font.
      - 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.
      - Copy : Clicking on this you can duplicate the Company widget.
- - **Date**: After placing the date widget, you will see the options on the widget such as:
+ - **Date**: The date widget allows signers to add a date during the signing process. After placing the date widget, you will see the options on the widget such as:
      - Setting icon: By clicking on the option, you can choose from various date formats.
      - Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      - Copy : Clicking on this you can duplicate the date widget. 
- - **Text**: After placing the Text widget, you will see the options on the widget such as:
+ - **Text**: The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer. After placing the Text widget, you will see the options on the widget such as:
     - Setting icon: By clicking on the option, you can set the color and font.
     - Copy : Clicking on this you can duplicate the Text widget.
   
- - **Text Input**: After placing the Text Input widget, you will see the options on the widget such as:
-    - Setting icon: By clicking on the option, you can set the color and font.
-    - 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.
-    - Copy : Clicking on this you can duplicate the Text Input widget.
- - **Checkbox**: 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.
+ - **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:
+    - Setting : The widget settings panel provides additional customization options, including:
+      - Choosing a **font color**
+      - Setting the **font size**
+      - Marking the field as **required** or **optional**
+      - Providing a **default value**
+      - Making the field **read-only**
+      - Adding a **hint**, which will be displayed on the widget for better clarity
+      - **Custom Validations** are also supported, including:
+       - Predefined formats like **SSN**, **email**, or **numeric values**
+       - Custom JavaScript validations using regular expressions
+         - For example:
+          - `^\d+$` – allows only digits
+          - `^[A-Z]+$` – allows only uppercase letters  
+
+  You can enter your regex pattern in the **Validations** field of the widget.  
+  *(Optional reference: [JavaScript RegExp guide](https://www.w3schools.com/jsref/jsref_obj_regexp.asp))*
+  
+   - 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.
+
+   - Copy : Clicking on this you can duplicate the Text Input widget.
+
+- **Cells**  
+  The **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 **blue marker**.
+  
+<img width="800" alt="Cells widget" src="https://github.com/user-attachments/assets/2a301776-5275-4daf-b361-fd48af2878fc" />
+
+  The widget settings panel provides additional customization options, including:
+   - Manually entering the **number of cells**
+   - Choosing a **font color**
+   - Setting the **font size**
+   - Marking the field as **required** or **optional**
+   - Providing a **default value**
+   - Making the field **read-only**
+   - Adding a **hint**, which will be displayed on the widget for better clarity
+
+  **Custom Validations** are also supported, including:
+
+   - Predefined formats like **SSN**, **email**, or **numeric values**
+   - Custom JavaScript validations using regular expressions
+
+  For example:
+   - `^\d+$` – allows only digits  
+   - `^[A-Z]+$` – allows only uppercase letters  
+
+  You can enter your regex pattern in the **Validations** field of the widget.  
+  *(Optional reference: [JavaScript RegExp guide](https://www.w3schools.com/jsref/jsref_obj_regexp.asp))*
+
+<img width="800" alt="request signatures" src="https://github.com/user-attachments/assets/dee17fe8-243b-4113-896a-00424d12ea8a" />
+
+ - **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.
      - 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.
-     - Copy : Clicking on this you can duplicate the image widget.
+     - Copy : Clicking on this you can duplicate the Checkbox widget.
 - **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.
      - 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.
-     - Copy : Clicking on this you can duplicate the image widget.
- - **Radio button**: 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.
+     - Copy : Clicking on this you can duplicate the dropdown widget.
+ - **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.
      - 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.
-     - Copy : Clicking on this you can duplicate the image widget.
- - **Image**: After placing the Image widget, you will see the options on the widget such as:
+     - Copy : Clicking on this you can duplicate the radio button widget.
+ - **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:
     - Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
     - 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.
     - Copy : Clicking on this you can duplicate the image widget.
- - **Email**: After placing the email widget, you will see the options on the widget such as:
+ - **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:
     - Setting icon: By clicking on the option, you can set the color and font.
     - 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.
     - Copy : Clicking on this you can duplicate the email widget.
-### Step 10: Next:
+  ### 📄 Document Page Controls
+- **Add Pages**  
+  In the left-side panel, users will see an **"Add" button**. Clicking it allows users to select and merge new documents into the current one.
+
+- **Delete Page**  
+  An option is available to **delete** any unwanted page from the document.
+
+- **Reorder Pages**  
+  Users can reorder pages by clicking the **"Reorder" button**, which opens a popup displaying all pages. Use the **Up** and **Down** arrows to change the order. Click **Save** to apply the new page order.
+
+- **Zoom In / Zoom Out**  
+  Controls are available to **zoom in** or **zoom out** of the document view.
+
+- **Rotate Page**  
+  Options are provided to **rotate pages** in both **clockwise** and **counterclockwise** directions.
+ 
+<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/36651043-6646-4a43-9fe3-2650c133a21e" />
+      
+### Step 4: Next:
 - **Next**: After adding the widgets and signatures, click the 'Next' button. The document will then be created.
 
-### Step 11: Send Mail
+### Step 5: Send Mail
 After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document.
   - 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.
 
@@ -136,7 +236,7 @@ After finishing the document creation, a 'Send Mail' popup will appear, offering
   <img width="800" alt="request signatures" src="https://github.com/user-attachments/assets/e2344479-daae-43ff-a61a-14ea98b237d6" />   
                                                                                                                              
 ## Signers Signing Process
-### Step 12: Email OTP verification
+### Step 6: Email OTP verification
 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’s email address. Enter the received OTP into the verification textbox and click the 'Verify' button.
 
 <div>
@@ -146,7 +246,7 @@ Once the email is received, the signer can click the 'Sign Here' button. This wi
   <img width="800" alt="OpenSign verify otp" src="https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c" />
 </div>
 
-### Step 13: Finalizing the Process:
+### Step 7: Finalizing the Process:
 
 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. 
 

docs/docs/help/New-Document/sign-yourself.md

@@ -59,11 +59,34 @@ In the "Draw Signature" popup, you have three options available:
      - **Company**: Once you drop the company widget, you can edit the company name. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to duplicate the widget.
      - **Date** :  Once you drop the date widget, you can choose from various date formats.
      - **Text**: Once you drop the text widget, you can write the text. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to duplicate the widget.
+     - **Cells**: The 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, a popup will appear allowing you to adjust the number of cells by moving the blue marker. This adjustment option is also available directly on the widget after it's placed. Additionally, the widget settings panel provides options to manually enter the number of cells, choose a color, and set the font size.
+      <img width="918" alt="cells widget" src="https://github.com/user-attachments/assets/039e2999-8c75-43b6-a742-bfb294aa52ee" />
+
      - **Checkbox**: After dropping the checkbox widget, a popup will open allowing you to set the checkbox name and options. Once you click save, the checkbox will be created on the document. Additionally, a copy option will be available to duplicate the widget.
      - **Image** : After dragging and dropping the image widget, the "Upload Image" popup will appear, allowing you to upload an image from your file explorer. Once the image is uploaded, it will be displayed on the document. Additionally, there is an option to duplicate the image.
      - **Email**: Once you drop the email widget, you can edit the email. Customization options such as setting the color or font are also provided. Additionally, there is a copy option available to duplicate the widget.
 
-<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/b73ef535-245c-43c8-98eb-cb43e4720bc5" />
+<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/8f61a30d-8c65-4343-bdb9-ed7c004c16db" />
+
+### 📄 Document Page Controls
+- **Add Pages**  
+  In the left-side panel, users will see an **"Add" button**. Clicking it allows users to select and merge new documents into the current one.
+
+- **Delete Page**  
+  An option is available to **delete** any unwanted page from the document.
+
+- **Reorder Pages**  
+  Users can reorder pages by clicking the **"Reorder" button**, which opens a popup displaying all pages. Use the **Up** and **Down** arrows to change the order. Click **Save** to apply the new page order.
+
+- **Zoom In / Zoom Out**  
+  Controls are available to **zoom in** or **zoom out** of the document view.
+
+- **Rotate Page**  
+  Options are provided to **rotate pages** in both **clockwise** and **counterclockwise** directions.
+  
+<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/ae54ce3c-6373-49bf-b905-a4b734444a31" />
+
+---
 
 ### Step 5: Finalizing the Process:
 - **Finish**: After adding the widgets and signatures, click the "Finish" button. This will create a digitally signed document.

docs/docs/help/OpenSign™ Drive/create-document.md

@@ -10,7 +10,7 @@ OpenSign Drive offers a streamlined way to manage, sign, and request signatures
 ### 1. Accessing OpenSign Drive
 After logging into OpenSign, navigate to the left-hand sidebar and click on "OpenSign Drive." This will open the OpenSign Drive page where you can see all your stored files.
 
-<img width="828" alt="OpenSign drive" src="https://github.com/user-attachments/assets/1159afaa-e7e4-4f6d-9087-e22ea7a0c840" />
+<img width="828" alt="OpenSign drive" src="https://github.com/user-attachments/assets/365cce22-899a-4162-a7a0-41a7b49504a3" />
 
 ### 2. Creating a New Folder
 Organizing your documents into folders helps you keep track of different categories of files.
@@ -20,7 +20,7 @@ Organizing your documents into folders helps you keep track of different categor
 **Step 3:** A dialog box will prompt you to name your new folder. Enter a descriptive name and hit "Add."  
 **Step 4:** Your new folder will appear in the main area of OpenSign Drive, ready to store your documents.
 
-<img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/f0260329-d3b0-4c03-af1b-7231b4f2c6a4" />
+<img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/73dfb391-c184-45f6-8f06-e716ced258c0" />
 
 ### 3. Creating a New Document
 To create a document for self-signing or by requesting a signature, you can do so by selecting the appropriate option from OpenSign Drive.
@@ -29,7 +29,7 @@ To create a document for self-signing or by requesting a signature, you can do s
 **Step 2:** This time, choose "Sign Yourself" or "Request Signatures" depending on whether you want to sign the document yourself or send it to others for their signatures.  
 **Step 3:** When you select the "Sign Yourself" or "Request Signature" option, the document creation page will open, allowing you to enter details such as the document title, description, notes, and other necessary information. You can also choose an OpenSign Drive folder to store your document. Once you’ve selected the folder and created the document, it will be saved in that folder, making it easily accessible from your OpenSign Drive.
 
-<img width="828" alt="Create new document" src="https://github.com/user-attachments/assets/97bd75ec-ea9d-4f1d-b514-b9e04ce856aa" />
+<img width="828" alt="Create new document" src="https://github.com/user-attachments/assets/8987b111-4fd3-4bbd-b8cb-32ee7959f05e" />
 
 ### 4. Organizing Documents
 After creating or uploading documents, it's crucial to organize them effectively. Here are some options available in OpenSign Drive for managing your documents:
@@ -60,12 +60,12 @@ These indicators are represented by different icons on your documents, allowing
 - **Declined document (Red Exclamation Mark):** This icon highlights documents that require immediate action, indicating that the document has been declined.
 - **Expired (Gray Hourglass):** A gray hourglass indicates that the document is expired.
 
-  <img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/b488ef24-3db5-4323-a3b3-ed3c12a04291" />
+  <img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/e56c01f8-2e9e-4acc-bd04-52a323303820" />
 
 ### 6. Filter and Sort Documents in OpenSign Drive
 OpenSign Drive provides a powerful and easy-to-use interface for managing your documents. To help you quickly find and organize your files, OpenSign Drive offers several sorting and filtering options, allowing you to arrange your documents by name or date, in either ascending or descending order.
 
-<img width="861" alt="OpenSign filters" src="https://github.com/user-attachments/assets/af51e68a-730c-4203-8015-54b30da572f6" />
+<img width="861" alt="OpenSign filters" src="https://github.com/user-attachments/assets/1171d581-cb28-47bb-a5c9-632b6b458155" />
 
 - **Sorting Documents by Name:**
 To sort your documents alphabetically:
@@ -87,6 +87,17 @@ If you prefer to sort your documents based on when they were created or modified
 
 These sorting features help you keep your documents organized, making it easier to locate specific files quickly, especially when you have a large number of documents stored in your OpenSign Drive.
 
+### 7. Connect to google drive
+OpenSign provides the feature to store your signed and completed documents in your own Google Drive.
+- To use this feature, click the Drive icon located in the top-right corner. A popup will appear displaying the "Connect to Google Drive" button.
+- Click the button, then log in to your Gmail account and grant the necessary permissions. Once authorized, your OpenSign account will be connected to your Google Drive.
+
+  <img width="828" alt="Connect to gdrive" src="https://github.com/user-attachments/assets/66c1ca6a-40cb-4da9-90d3-b3880dfc8726" />
+
+- After completing your first document, a folder named OpenSign™ will be created in your Google Drive. Your completed documents will be stored inside this folder.
+
+<img width="828" alt="Gdrive opensign folder" src="https://github.com/user-attachments/assets/5248c443-682c-46d4-a9bc-cc09ef718c89" />
+
 If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
 
 Happy signing with OpenSign™!

docs/docs/help/OpenSign™ Drive/organize-documents.md

@@ -3,7 +3,8 @@
 ## Overview
 
 This documentation provides an overview of the OpenSign™ Drive interface, detailing its key features, user interface elements and functionality.
-![OSD](https://github.com/OpenSignLabs/OpenSign/assets/5486116/e11c7060-15ab-4062-915e-2f47e832f023)
+
+<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/625dac8f-7357-4f7e-9ab4-33c9f6732533" />
 
 ### Interface Elements
 

docs/docs/help/OpenSign™ Drive/rename-document.md

@@ -2,7 +2,7 @@
 
 The OpenSign™ Drive interface allows users to rename their documents efficiently.
 
-![rename](https://github.com/OpenSignLabs/OpenSign/assets/5486116/ea3df671-07a8-423d-916b-eb22aa4a1f50)
+<img width="918" alt="Rename folder" src="https://github.com/user-attachments/assets/0dfddc33-1724-4712-9335-f141247ffda4" />
 
 ## Overview of User Interface
 

docs/docs/help/Reports/completed.md

@@ -19,7 +19,7 @@ The "Completed documents" report within OpenSign serves as a vital tool for mana
 
 The "Completed documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:
 
-<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/4694c9b3-ca2c-4f27-a9d9-8dca220a4124" />
+<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/608ebc3c-e32b-4a2f-bc58-3c1b60108741" />
 
 - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents.
 
@@ -43,6 +43,13 @@ The "Completed documents" report also includes several actions icons for each do
 
 - **Delete Document:** The trash bin icon enables you to permanently delete a document from your completed list. Be cautious, as this action cannot be undone.
 
+<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/a83aa2b8-f4c9-4f42-b5be-ff2b9297ab40" />
+
+- **Save as template:** This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.
+  
+- **Fix and resend:** This option allows the user to recreate a completed document.
+It is useful when the completed document contains missing or incorrect information. Instead of starting from scratch, the user can use this feature to make the necessary edits and resend the document for signature.
+  
 If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
 
 Happy signing with OpenSign™!

docs/docs/help/Reports/contactbook.md

@@ -14,8 +14,8 @@ To view your Contactbook:
 1. Log in to your OpenSign account.
 2. Navigate to the left sidebar.
 3. Click on the `Contactbook` link under the Documents section.
- 
-<img width="828" alt="Add contact" src="https://github.com/user-attachments/assets/80308df4-33a8-41ee-a240-801f775dcec0" />
+
+<img width="828" alt="Add contact" src="https://github.com/user-attachments/assets/7c42e4cd-8832-45fe-a714-a6c5fd3be986" />
 
 ## Understanding the Contactbook report
 ### Adding a New Contact:
@@ -29,10 +29,17 @@ The Contactbook page displays a list of contacts with the following columns:
 - **Name**: The contact's name.
 - **Email**: The contact’s email address.
 - **Phone**: The contact’s phone number (if available).
- 
-  <img width="828" alt="contactbook" src="https://github.com/user-attachments/assets/524a7aa7-594e-412a-ad50-caebc125c1db" />
 
+### Import contacts:
+OpenSign provides the feature to import contacts in bulk using an Excel or CSV file.
+Click the Import button located at the top-right corner. A popup will appear allowing you to upload your file. You can also download a sample file, add your contacts to it, and then upload it.
+Once imported, the contacts will be added to your list. Duplicate entries—based on email ID—will be skipped automatically.
+
+ <img width="828" alt="Improt contacts" src="https://github.com/user-attachments/assets/94edbbe8-3e03-4396-8ad7-37cf276873f5" />
+ 
 ### Action buttons
 
+- **Edit**: To edit a contact, click the pencil icon next to the contact’s details. This will allow you to modify and update the contact information.
+- 
 - **Delete**: To delete a contact, click on the trash icon located next to the contact’s details. This will remove the contact from your Contactbook. A confirmation prompt may appear to prevent accidental deletions.
 

docs/docs/help/Reports/declined.md

@@ -16,7 +16,7 @@ The "Declined documents" report within OpenSign serves as a vital tool for manag
 
 The "Declined documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:
 
-<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/dc55e678-52c0-4e75-a1d5-b5a94690bc33" />
+<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/5aa4ffc6-e1aa-40c5-b6c2-3542f4611d8d" />
 
 - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents.
 
@@ -38,6 +38,10 @@ The "Declined documents" report also includes several action icons for each docu
 
 - **View Document:** The eye icon allows you to preview the document directly within OpenSign without needing to download it.
 - **Delete Document:** The trash bin icon enables you to permanently delete a document from your declined list. Be cautious, as this action cannot be undone.
+- **Save as template:** This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.
+  
+- **Fix and resend:** This option allows the user to recreate a document that was previously declined.
+It is useful when the declined document has missing or incorrect information. Instead of creating a new one from scratch, the user can make the necessary edits and resend it for signature.
 
 If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
 

docs/docs/help/Reports/drafts.md

@@ -16,7 +16,7 @@ The Draft documents section in OpenSign helps you manage all your in-progress do
 
 The Draft documents section provides an organized list of all documents that are saved as drafts. Each draft entry contains key details that help you quickly identify and manage your documents. Here’s a breakdown of the information available:
 
-<img width="816" alt="Draft documents" src="https://github.com/user-attachments/assets/6f743287-6459-4e93-ad7d-064c1ed68da0" />
+<img width="816" alt="Draft documents" src="https://github.com/user-attachments/assets/03c1895f-c0c3-40a6-bb56-6b36bfe3b9f5" />
 
 - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents.
 
@@ -39,7 +39,9 @@ The "Draft documents" report also includes several actions icons for each docume
 - **Edit:** If you need to make changes to your draft, click the edit (pencil) icon. This will open the document for you to make the necessary modifications before sending it for signatures.
 
 - **Delete:** If a draft is no longer needed, click the trash icon to delete it. Be cautious when using this action as deleted drafts cannot be recovered.
-
+  
+- **Save as template:** This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.
+  
 If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
 
 Happy signing with OpenSign™!

docs/docs/help/Reports/expired.md

@@ -32,9 +32,13 @@ The Expired documents report displays a list of documents that have not been sig
 
 For each expired document, you can perform several actions:
 
+<img width="828" alt="Expired document" src="https://github.com/user-attachments/assets/ca2a4185-6623-4ad9-838b-f18012878c9e" />
+
 - **Delete**: Deletes the document from your OpenSign account.
 - **View**: Opens the document in a viewer within OpenSign, allowing you to review the details and contents of the document.
-
+- **Extend expiry date**: This option allows the user to extend the document's expiration date, keeping it available for signing.
+- **Save as template**: This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.
+  
 ## Managing Expired documents
 
 Managing your expired documents effectively can help ensure that no important document is overlooked. Consider the following tips:

docs/docs/help/Reports/in-progress.md

@@ -15,9 +15,7 @@ The In-Progress documents report in OpenSign helps you monitor and manage docume
 
 The "In progress documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:
 
-<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/60100998-1412-4331-8842-55fd9dd10307" />
-
-- **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents.
+<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/d0ead0ca-0c13-4d94-bab5-1fe58118001a" />
 
 - **Title:** The "Title" column displays the name of the document.
   
@@ -28,9 +26,8 @@ The "In progress documents" report is displayed in a tabular format, presenting
 - **File:** Here, you will find a **"Download"** link that allows you to directly download the In-progress document to your local device for review.
 
 - **Status:** This column displays the current status of the document, indicating whether it has been viewed or signed by the signer. Once the signer has viewed or signed the document, the Owner of the document can click "View" to see the activity logs.
-  
-<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/4eb43321-5eec-48ec-a3b6-75e932d31c6c" />
 
+<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/c2353510-571e-4081-b429-0a522dc1da0b" />
 
 - **Signers:** The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.
 
@@ -40,7 +37,7 @@ The "In progress documents" report also includes several actions icons for each
 
 - **Share Document:** The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification.
 
-<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/7c632c2d-c784-4b51-9517-5c6817abd16f" />
+<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/9fd83c72-17a1-49bd-b7a3-30b80ef5f0ed" />
 
 Upon clicking the Share icon, a pop-up window titled Copy link will appear. This window provides multiple options to share the document link with designated recipients. 
 
@@ -59,9 +56,15 @@ The pop-up will display a list of email addresses of the intended recipients or
   
 <img width="816" alt="resend document" src="https://github.com/user-attachments/assets/c0cb3348-47ca-4d2e-a2d7-81cb3b18a0c6" />
 
-- **Revoke:** If there’s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document.
+- **Rename:** Allows the user to rename the document.
   
-<img width="816" alt="resend document" src="https://github.com/user-attachments/assets/b2273768-ef81-44cd-95ea-92babee429b6" />
+- **Revoke:** If there’s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document.
+
+<img width="816" alt="resend document" src="https://github.com/user-attachments/assets/a9bfcfa9-b073-4111-a823-93d6a2e80c40" />
+
+- **Save as template:** This option allows the user to save the current document as a reusable template.
+Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template.
+The newly created template will also be available in the Manage Templates list.
 
 - **Delete :** If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered.
 

docs/docs/help/Reports/need-your-sign.md

@@ -15,6 +15,8 @@ The "Need your sign" feature in OpenSign is designed to simplify the process of
 
 Upon clicking "Need your sign," you will be presented with a list of documents awaiting your signature. Here's a breakdown of the key elements within this interface:
 
+<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/1211e156-5e82-4979-9ee1-3ee4bcc86aa1" />
+
 - **Sr.No**: This column provides a serial number for each document in the list, allowing for easy identification and reference.
  
 - **Title**: The "Title" column displays the name of the document.

docs/docs/help/Settings/APIToken.md

@@ -19,13 +19,13 @@ Follow the steps below to generate one.
 
 **Step 2:** Navigate to the **Settings** section and click on **API Token**.
 
-<img width="436" alt="Navigate-to-Api-token" src="https://github.com/user-attachments/assets/8079ecb5-ad5b-4ce6-8d6c-14395130a654" />
+<img width="436" alt="Navigate-to-Api-token" src="https://github.com/user-attachments/assets/e0e05a23-f815-4805-a047-f08d3727ad98" />
 
 **Step 3:** On the API Token page, click the **Generate Live API Token** button.
 
 > **Note:** To generate a **Live API Token**, you must upgrade to a **paid plan** — either the **Professional** or **Teams** plan.
 
-<img width="436" alt="Generate token" src="https://github.com/user-attachments/assets/6188ae46-0f40-4de6-9903-33ae0aa4e63f" />
+<img width="436" alt="Generate token" src="https://github.com/user-attachments/assets/f5a17744-cfce-464f-9b82-685570ed1e39" />
 
 - Your `x-api-token` will now be generated and displayed.
 - **Copy this token** — you’ll need it to authenticate your OpenSign API requests.
@@ -39,7 +39,30 @@ You’ll also find the option to generate a **Sandbox API Token** on the same pa
 - **Sandbox API tokens** are available on all plans, including the **free plan**, and are intended for development and testing.
 - **Do not upload confidential data** to the Sandbox environment.
 
+  <img width="436" alt="Sandbox api token" src="https://github.com/user-attachments/assets/f27d9e00-7989-4c01-b23e-cecaccce4be2" />
+  
+### 🧪 Sandbox Cloud Account Login
+
+OpenSign provides a **sandbox testing cloud environment**, which is a replica of the production environment. This allows users to test features without affecting live data.
+
+- ✅ Available in **all plans**, including the **free plan**.
+- 🧪 Ideal for **testing and development** purposes.
+
+<img width="436" alt="login to sandbox" src="https://github.com/user-attachments/assets/3bc6bacd-9c15-4232-b9d7-6d0fb423cf57" />
+
+#### 🔐 How to Access the Sandbox Environment
+
+1. Go to the **Settings** menu.
+2. Click on **API Token**.
+3. On the API Token page, click **Login to Sandbox**.
+4. You will be automatically logged in to the sandbox environment using your existing account — **no need to enter your username or password**.
+
+> ⚠️ **Important Note:**  
+> Manually entering your username and password will **not work** for sandbox login. Always use the "Login to Sandbox" button for access.
 ---
+### Buy the api credit 
+User can buy the api credit using this feature 
+On the click of the buy premium credits the 
 
 ## 🧠 Frequently Asked Questions
 

docs/docs/help/Settings/Preferences.md

@@ -61,7 +61,7 @@ Navigate to **Settings > Preferences** to configure user-level signature types.
 
 If a user sets preferred types here, only those will appear when adding signature or initial widgets during document creation.
 
-![Signature type setup preferences](https://github.com/user-attachments/assets/ae413b24-fe53-4aa9-9242-624574f1d7b3)
+<img width="861" height="480" alt="signatures" src="https://github.com/user-attachments/assets/69d0851c-57f2-42e5-af6e-419f6d8821c2" />
 
 ### 📄 Document-Level
 
@@ -113,7 +113,57 @@ The tour feature provides guidance for first-time users. You can turn this off f
 💡 **Tip**: Disable if your users are already familiar with OpenSign™.
 
 ---
+### 📧 Custom SMTP Configuration in OpenSign
 
+OpenSign allows users to **send emails using their own SMTP configuration**. This includes options to connect with Gmail or use third-party SMTP providers.
+
+To set up and enable custom SMTP:
+
+1. Navigate to the **Settings** menu.
+2. Click on **Preferences**.
+3. Choose one of the available SMTP options below:
+
+---
+
+#### 🔗 Connect to Gmail
+
+OpenSign allows you to send request signature emails directly from your **Gmail account**.
+
+- Click the **Connect to Gmail** button.
+- A popup will appear prompting you to log in to your Gmail account.
+- Grant the required permissions.
+- Once authorized, your OpenSign account will be connected and ready to send emails using your Gmail.
+
+---
+
+#### ⚙️ Custom SMTP
+
+You can also configure a **custom SMTP provider** such as SMTP2GO, Mailgun, etc.
+
+- Click the **Custom SMTP** button.
+- A popup will appear asking for your SMTP credentials:
+  - **Host:** SMTP host address (e.g., `mail.smtp2go.com`)
+  - **Port:** SMTP port (e.g., `2525`)
+  - **Sender Email:** Email address configured in your SMTP account
+  - **Username:** SMTP username (can be the same as the sender email)
+  - **Password:** SMTP password
+
+<img width="820" alt="Custom smtp" src="https://github.com/user-attachments/assets/a3c33510-11b9-4a32-bd44-99614182b089"></img>
+
+---
+
+#### 📤 OpenSign™ Default SMTP
+
+If you choose the **default SMTP**, all request signature emails will be sent via OpenSign’s built-in SMTP server.
+
+---
+
+> ⚠️ **Note:**
+> - A green checkmark next to an option indicates the **currently active SMTP**.
+> - **Only one SMTP option can be active at a time.**
+> - This feature is available only on paid plans.
+
+  ---
 ## 🧭 Timezone & Date Format
 
 Customize the **Timezone** and **Date Format** according to your regional preferences.  
@@ -133,7 +183,7 @@ These settings are reflected in:
 - Supports **12-hour** and **24-hour** formats.
 - Affects timestamps in certificates, logs, and webhooks.
 
-![Preferences setup](https://github.com/user-attachments/assets/5bb9ad1a-f3c7-4b6e-9469-1bb003e1eec0)
+<img width="820" alt="Time zone" src="https://github.com/user-attachments/assets/bc1f29a2-565a-4ac2-96a4-9aa18b80b064"></img>
 
 ---
 

docs/docs/help/Templates/create-template.md

@@ -14,12 +14,12 @@ Creating a template in OpenSign is straightforward and can significantly enhance
 
 - **Navigate to New template form**: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.
 
-<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/1cb7610f-c144-4774-85c2-ed7d70e0a73c" />
+<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/143a752c-1ee3-4424-afe4-65922b71ddbb" />
 
 ### Uploading Your Document
 
 - **[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.
-- **[2] Choose File from Dropbox**: Click the dropbox icon to select the document file from your dropbox account.
+- **[2] Choose File from Dropbox**: Click the Dropbox icon to select the document file from your Dropbox account.
 
 ### Entering Template Details
 
@@ -33,15 +33,47 @@ Creating a template in OpenSign is straightforward and can significantly enhance
   - **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.
   - **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.
 Select the option that best suits the needs of your document processing.
-### Auto reminder (feature only available for the subscribed user)
+### Auto reminder (feature only available for subscribed users)
 - **[7]** Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
-- **Remind once in every (Days)**: Here, you can set the number of days for the reminder.
-### Security Setting
-- **[8] Enable OTP Verification** : 
-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.
+  - **Remind once in every (Days)**: Here, you can set the number of days for the reminder.
 
-- **[9] Enable tour**: 
-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.
+  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.
+  
+### Time to complete (days)
+- **[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.
+
+###  BCC
+- **[9]** The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.
+You can add multiple contacts in the BCC field to notify several recipients. 
+You can either:
+Click "Add New" to enter a new email contact, or
+Select from existing contacts using the dropdown list.
+
+### Security Setting
+- **[10] Enable OTP Verification** :
+  
+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.
+Note: This feature is available exclusively on paid plans.
+
+### Enable tour:
+  
+- **[11]** 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.
+
+### Notify on signatures:
+  
+- **[12]** If set to "Yes," the document owner will receive an email notification each signer completes their signature.
+Note: This feature is available exclusively on paid plans.
+
+### Allow modifications: 
+
+- **[13]** 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.
+
+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.
+
+Note: This feature is available exclusively on paid plans.
+
+### Redirect url: 
+- **[14]**  After signing the document and upon its completion, the signer will be redirected to the specified URL.
 
 ### Proceed to Template Creation Panel
 - **Next**: Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.
@@ -54,7 +86,9 @@ If set to "Yes," the signer will see the tour guide while signing the document.
 - **[1] Define Roles**:
   - **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.
 - **[2] Assign Widgets to Roles**: Click on each role to highlight it, then drag and drop the widget to assign it to that role.
-  - **[1] Assign signature widget**: 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.
+  - **[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.
+    
+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.
 
   After placing the Signature widget, you will see the options on the widget such as:
   - **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.
@@ -64,63 +98,165 @@ If set to "Yes," the signer will see the tour guide while signing the document.
     -  All pages but first: It will copy the signature widget to all pages except the first page.
     
   - **[2] Add other widgets**: Depending on your needs, you can include additional widgets such as:
-   - **Stamp**: After placing the Stamp widget, you will see the options on the widget such as:
+   - **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:
         - Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
         - 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.
         - Copy Stamp: Clicking on this option reveals the following choices.
           -  All pages : It will copy the stamp widget to all pages.
           -  All pages but last: It will copy the stamp widget to all pages except the last page.
           -  All pages but first: It will copy the stamp widget to all pages except the first page.
-   - **Initials**: After placing the Initials widget, you will see the options on the widget such as:
-    - Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
-    - 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.
-    - Copy Initials: Clicking on this option reveals the following choices.
-      -  All pages : It will copy the stamp widget to all pages.
-      -  All pages but last: It will copy the stamp widget to all pages except the last page.
-      -  All pages but first: It will copy the stamp widget to all pages except the first page.
- - **Name**: After placing the name widget, you will see the options on the widget such as:
+   - **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:
+        - Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
+        - 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.
+        - Copy Initials: Clicking on this option reveals the following choices.
+          -  All pages : It will copy the initials widget to all pages.
+          -  All pages but last: It will copy the initials widget to all pages except the last page.
+          -  All pages but first: It will copy the initials widget to all pages except the first page.
+ - **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:
     - Setting icon: By clicking on the option, you can set the color and font.
     - 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.
     - Copy : Clicking on this you can duplicate the name widget.
- - **Job title**: After placing the job title widget, you will see the options on the widget such as:
+ - **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:
     - Setting icon: By clicking on the option, you can set the color and font.
     - 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.
     - Copy : Clicking on this you can duplicate the job title widget.
   
- - **Company**: After placing the company widget, you will see the options on the widget such as:
+ - **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:
      - Setting icon: By clicking on the option, you can set the color and font.
      - 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.
      - Copy : Clicking on this you can duplicate the Company widget.
- - **Date**: After placing the date widget, you will see the options on the widget such as:
+ - **Date**: The date widget allows signers to add a date during the signing process. 
+After placing the date widget, you will see the options on the widget such as:
      - Setting icon: By clicking on the option, you can choose from various date formats.
      - Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      - Copy : Clicking on this you can duplicate the date widget. 
- - **Text**: After placing the Text widget, you will see the options on the widget such as:
+ - **Text**: The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer. 
+After placing the Text widget, you will see the options on the widget such as:
     - Setting icon: By clicking on the option, you can set the color and font.
     - Copy : Clicking on this you can duplicate the Text widget.
   
- - **Text Input**: After placing the Text Input widget, you will see the options on the widget such as:
-    - Setting icon: By clicking on the option, you can set the color and font.
-    - 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.
-    - Copy : Clicking on this you can duplicate the Text Input widget.
- - **Checkbox**: 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.
+ - **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:
+    - Setting icon: The widget settings panel provides additional customization options, including:
+       - Choosing a **font color**
+       - Setting the **font size**
+       - Marking the field as **required** or **optional**
+       - Providing a **default value**
+       - Making the field **read-only**
+       - Adding a **hint**, which will be displayed on the widget for better clarity
+       - **Custom Validations** are also supported, including:
+       - Predefined formats like **SSN**, **email**, or **numeric values**
+          - Custom JavaScript validations using regular expressions
+            For example:
+             - `^\d+$` – allows only digits  
+             - `^[A-Z]+$` – allows only uppercase letters  
+
+  You can enter your regex pattern in the **Validations** field of the widget.  
+  *(Optional reference: [JavaScript RegExp guide](https://www.w3schools.com/jsref/jsref_obj_regexp.asp))*
+  
+  <img width="800" alt="Cells widget" src="https://github.com/user-attachments/assets/ce0c335b-b2bf-4d30-968c-c4c957f46014" />
+  
+  - 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.
+  -  Copy : Clicking on this you can duplicate the Text Input widget.
+    
+  - **Cells**  
+  The **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 **blue marker**.
+
+<img width="800" alt="Cells widget" src="https://github.com/user-attachments/assets/20184017-2fa9-4acb-985f-fde18ee53246" />
+
+   - Setting icon: The widget settings panel provides additional customization options, including:
+        - Manually entering the **number of cells**
+        - Choosing a **font color**
+        - Setting the **font size**
+        - Marking the field as **required** or **optional**
+        - Providing a **default value**
+        - Making the field **read-only**
+        - Adding a **hint**, which will be displayed on the widget for better clarity
+        - **Custom Validations** are also supported, including:
+        -  Predefined formats like **SSN**, **email**, or **numeric values**
+        -  Custom JavaScript validations using regular expressions
+            - For example:
+            - `^\d+$` – allows only digits
+            - `^[A-Z]+$` – allows only uppercase letters  
+
+  You can enter your regex pattern in the **Validations** field of the widget.  
+  *(Optional reference: [JavaScript RegExp guide](https://www.w3schools.com/jsref/jsref_obj_regexp.asp))*
+
+<img width="800" alt="request signatures" src="https://github.com/user-attachments/assets/100579af-a12f-4c90-8cad-1db697db1f1c" />
+
+ - 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.
+  - Copy : Clicking on this you can duplicate the cells widget.
+    
+ - **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.
      - 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.
-     - Copy : Clicking on this you can duplicate the image widget.
+     - Copy : Clicking on this you can duplicate the dropdown widget.
  - **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.
      - 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.
-     - Copy : Clicking on this you can duplicate the image widget.
- - **Radio button**: 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.
+     - Copy : Clicking on this you can duplicate the dropdown widget.
+ - **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.
      - 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.
-     - Copy : Clicking on this you can duplicate the image widget.
- - **Image**: After placing the Image widget, you will see the options on the widget such as:
+     - Copy : Clicking on this you can duplicate the radio button widget.
+ - **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:
     - Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
     - 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.
     - Copy : Clicking on this you can duplicate the image widget.
- - **Email**: After placing the email widget, you will see the options on the widget such as:
+ - **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:
     - Setting icon: By clicking on the option, you can set the color and font.
     - 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.
     - Copy : Clicking on this you can duplicate the email widget.
-      
+ ### 📄 Edit Template
+At the top of the Create Template panel, you’ll find a settings (gear) icon. Clicking this icon opens the Edit Template Details panel, where you can modify various details of your template.
+
+<img width="800" alt="edit template details" src="https://github.com/user-attachments/assets/161d41fd-bf07-485e-ab7b-5b33e0c500bf" />
+
+- **🔁 File Replacement** : Users can replace the existing document by simply uploading a new file. However, certain conditions must be met:
+  - The new document must have the same number of pages.
+  - The page dimensions (width and height) must be identical to the original.
+
+These conditions are enforced to ensure that, during template editing, the pre-placed widgets remain correctly aligned. If the new document's dimensions don’t match, widgets may shift or be positioned outside the visible area of the document.
+
+<img width="800" alt="Edit template details" src="https://github.com/user-attachments/assets/f03b76d3-6480-4d4b-b310-9f3f4a3acf4c" />
+
+You can also update the following template details: 
+- **Template Title** 
+- **Description** 
+- **Note** 
+- **Send in Order**
+- **Auto reminder** 
+- **Enable OTP Verification** : 
+- **Enable tour**:
+- **Notify on signatures**:
+- **BCC**:
+- **Redirect Url**
+- **Time to complete (Days)**
+Clik on the submit button to save the edits.
+
+ ### 📄 Document Page Controls
+- **Add Pages**  
+  In the left-side panel, users will see an **"Add" button**. Clicking it allows users to select and merge new documents into the current one.
+
+- **Delete Page**  
+  An option is available to **delete** any unwanted page from the document.
+
+- **Reorder Pages**  
+  Users can reorder pages by clicking the **"Reorder" button**, which opens a popup displaying all pages. Use the **Up** and **Down** arrows to change the order. Click **Save** to apply the new page order.
+
+- **Zoom In / Zoom Out**  
+  Controls are available to **zoom in** or **zoom out** of the document view.
+
+- **Rotate Page**  
+  Options are provided to **rotate pages** in both **clockwise** and **counterclockwise** directions.
+
+<img width="918" alt="page controls" src="https://github.com/user-attachments/assets/71e9873b-d8e1-4a01-b0a4-88f9a62b2be4" />
+
 ### Save Template 
 **Next button**: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template.
 
@@ -130,44 +266,13 @@ After doing so, a “Create document” popup will appear, prompting you with th
 
 **If you select "No"**: You will be redirected to the Manage templates form.
 
-## Step 3: 
-### Viewing and Managing Templates 
+## Step 3:  
+### Viewing and Managing Templates  
 
-<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d" />
+The **Manage Templates** page displays all the templates you’ve created or have access to. Each template entry shows key details including the template title, file, owner, assigned signers, and its public/private status.  
 
-On the Manage templates page you will see a list of templates you have created or have access to. The list includes details such as the template title, file, owner, signers, and whether the template is public.
-
-**Download Template**: If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.
-
-**View Signers**: This will display the roles or the list of signers along with their assigned roles, if assigned during template creation.
-
-**Public/Private Toggle**: You can set your template to public or private by toggling the switch under the "Public" column. Public templates can be accessed by anyone via the public URL, allowing them to open and sign the document after registering.
-
-**Use Template**: To use a template, click the "+ USE" button next to the desired template. This will open the template, enabling you to create a document for a signature request. Simply assign the signers and send it for signatures.
-
-**Quick Send**: For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template.
-
-**Edit**: The "Edit" feature is crucial for keeping your document templates up-to-date and relevant. Whether you need to make minor tweaks or major changes, OpenSign's editing capabilities are user-friendly and efficient.
-Click on the three dots next to the template you want to edit.
-Select "Edit." Make the necessary changes and save them.
-
-**Share With Team**: Collaboration is essential for any successful team, and OpenSign simplifies sharing document templates with your team. Here's how you can utilize the "Share With Team" feature:
-Click on the three dots next to the template you want to share.
-Select "Share With Team."
-
-**Embed**: The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.
-Click "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.
-
-<img width="828" alt="Embed" src="https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29" />
-
-**Copy template id**: This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public.
-
-**Copy public URL**: This generates a public link for the template, allowing external users to access it without logging into OpenSign.
-Click "Copy Public URL" to generate the link, then share it as needed.
-
-**Delete**: Sometimes, it's necessary to clean up your templates to keep your workspace organized. The "Delete" feature allows you to remove outdated or unnecessary templates with ease.
-Click on the three dots next to the template you want to delete.
-Select "Delete." Confirm the deletion.
+For a full walkthrough, check the detailed guide here:  
+[Manage Templates](https://docs.opensignlabs.com/docs/help/Templates/manage-templates)  
 
 ## Additional Information
   - The fields with an asterisk (*) are mandatory.

docs/docs/help/Templates/embed-template.md

@@ -1,5 +1,5 @@
 ---
-sidebar_position: 5
+sidebar_position: 6
 title: Embedding OpenSign templates
 ---
 import ReactPlayer from 'react-player';

docs/docs/help/Templates/manage-templates.md

@@ -0,0 +1,80 @@
+---
+sidebar_position: 2
+title: Manage Templates
+---
+
+### Viewing and Managing Templates 
+
+On the Manage templates page you will see a list of templates you have created or have access to. The list includes details such as the template title, file, owner, signers, and whether the template is public.
+
+<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d" />
+
+**Download Template**: If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.
+
+**View Signers**: This will display the roles or the list of signers along with their assigned roles, if assigned during template creation.
+
+**Public/Private Toggle**: You can set your template to public or private by toggling the switch under the "Public" column. Public templates can be accessed by anyone via the public URL, allowing them to open and sign the document after registering.
+
+**Use Template**: To use a template, click the "+ USE" button next to the desired template. This will open the template, enabling you to create a document for a signature request. Simply assign the signers and send it for signatures.
+
+**Bulk send**: This feature streamlines processing by allowing you to create and send multiple documents at once using a selected template. You can add multiple signers and generate all documents with a single click.
+
+**Edit**: The "Edit" feature is crucial for keeping your document templates up-to-date and relevant. Whether you need to make minor tweaks or major changes, OpenSign's editing capabilities are user-friendly and efficient.
+Click on the three dots next to the template you want to edit.
+Select "Edit." Make the necessary changes and save them.
+
+**Share With Team**: Collaboration is crucial for any successful workflow, and OpenSign makes it easy to share document templates with your team.
+ - Click the three dots next to the template you wish to share.
+ - Select "Share with Team" from the menu.
+ - Choose the desired team from the list and click Submit.
+   
+The selected team members will now have access to the template and can use it to create documents.
+
+  Note: Team members will have view and usage-only access to the shared template — they cannot edit or delete it. 
+  This feature is available exclusively on Teams and Enterprise plans.
+  
+**Share With colleague**: OpenSign also allows you to share templates with individual colleagues for efficient collaboration.
+ - Click the three dots next to the template you wish to share.
+
+ - Select "Share with Colleague" from the menu.
+
+ - Choose the user from the list and click Submit.
+
+The selected user will be able to access the template and create documents from it.
+
+   Note: The user will have permission only to use the template. They cannot edit or delete it. 
+   This feature is available exclusively on Teams and Enterprise plans.
+
+   <img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/89780622-dd0d-47b7-b3b2-a71d537d7967" />
+   
+   <img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/fdc98efe-dc2d-4e53-bc66-be3aab07eef0" />
+
+**Embed**: The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.
+Click "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.
+
+<img width="828" alt="Embed" src="https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29" />
+
+**Copy template id**: This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public.
+
+**Copy public URL**: This generates a public link for the template, allowing external users to access it without logging into OpenSign.
+Click "Copy Public URL" to generate the link, then share it as needed.
+
+**Kiosk Mode**: Kiosk Mode offers a simplified and secure environment for signers to complete documents on a shared or public device. It's ideal for use cases like front-desk sign-ins, in-office document execution, or on-site registrations where multiple individuals need to sign documents one after another.
+
+When you click the Kiosk Mode option along with a selected template, the document opens in a dedicated signing interface. Signers can then complete their portions sequentially on the same screen and device, ensuring a smooth and efficient signing flow without requiring individual logins.
+Note: This feature is available exclusively on Teams and Enterprise plans.
+
+**Duplicate**: When you need to create a copy of an existing template, use the Duplicate option. This feature allows you to quickly generate an exact replica of the selected template, making it easy to reuse and modify without affecting the original.
+
+**Delete**: Sometimes, it's necessary to clean up your templates to keep your workspace organized. The "Delete" feature allows you to remove outdated or unnecessary templates with ease.
+Click on the three dots next to the template you want to delete.
+Select "Delete." Confirm the deletion.
+
+## Additional Information
+  - The fields with an asterisk (*) are mandatory.
+  - Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format.
+  - You can access your signed documents in the folder you've selected by visiting OpenSign™ Drive anytime. You can also access the documents from reports section.
+
+If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
+
+Happy signing with OpenSign™!

docs/docs/help/Templates/publicTemplate.md

@@ -1,5 +1,5 @@
 ---
-sidebar_position: 4
+sidebar_position: 5
 title: Setting up an OpenSign template for public signing
 ---
 

docs/docs/help/Templates/quick-send.md

@@ -1,5 +1,5 @@
 ---
-sidebar_position: 3
+sidebar_position: 4
 title: Quickly Send the Document for Signature Using Template
 ---
 
@@ -9,35 +9,74 @@ title: Quickly Send the Document for Signature Using Template
 
 - **Navigate to New template form**: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.
 
-<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc" />
+<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/143a752c-1ee3-4424-afe4-65922b71ddbb" />
 
-### Step 2: Uploading Your Document
+### Uploading Your Document
 
 - **[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.
-- **[2] Choose File from Dropbox**: Click the dropbox icon to select the document file from your dropbox account.
+- **[2] Choose File from Dropbox**: Click the Dropbox icon to select the document file from your Dropbox account.
 
-### Step 3: Entering Template Details
+### Entering Template Details
 
 - **[3] Title** *(Required)*: Provide a title for your template. For example, "Demo Custom Template."
 - **[4] Description**: Optionally add a description to give context or instructions regarding the template. 
 - **[5] Note**: Optionally add a note to give context or instructions regarding the document.
 
-### Step 4: Set the sending order
+### Set the sending order
 - **[6] Send in Order**
   - **If you choose:**
   - **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.
   - **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.
 Select the option that best suits the needs of your document processing.
-### Step 5: Auto reminder (feature only available for the subscribed user)
+### Auto reminder (feature only available for subscribed users)
 - **[7]** Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
-- **Remind once in every (Days)**: Here, you can set the number of days for the reminder.
+  - **Remind once in every (Days)**: Here, you can set the number of days for the reminder.
+
+  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.
   
-### Step 6: Proceed to Template Creation Panel
+### Time to complete (days)
+- **[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.
+
+###  BCC
+- **[9]** The BCC (Blind Carbon Copy) feature allows users to receive document completion emails at specified email addresses.
+You can add multiple contacts in the BCC field to notify several recipients. 
+You can either:
+Click "Add New" to enter a new email contact, or
+Select from existing contacts using the dropdown list.
+
+### Security Setting
+- **[10] Enable OTP Verification** :
+  
+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.
+Note: This feature is available exclusively on paid plans.
+
+### Enable tour:
+  
+- **[11]** 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.
+
+### Notify on signatures:
+  
+- **[12]** If set to "Yes," the document owner will receive an email notification each signer completes their signature.
+Note: This feature is available exclusively on paid plans.
+
+### Allow modifications: 
+
+- **[13]** 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.
+
+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.
+
+Note: This feature is available exclusively on paid plans.
+
+### Redirect url: 
+- **[14]**  After signing the document and upon its completion, the signer will be redirected to the specified URL.
+
+### Proceed to Template Creation Panel
 - **Next**: Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.
 - **Cancel**: If you need to start over or make changes, click Cancel button to clear the form.
-### Step 7: Template creation 
+## Step 2: 
+### Template creation 
 
-<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43" />
+<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/cad2a0ee-c3be-4569-a5ae-d1114ea6a853" />
 
 - **[1] Define Roles**:
   - **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.
@@ -53,26 +92,25 @@ Select the option that best suits the needs of your document processing.
   - **[2] Add other widgets**: Depending on your needs, you can include additional widgets such as:
 Stamps, Initials, Name, Date, Text, Checkbox, and more.
 
-### Step 8: Save Template 
+### Step 3: Save Template 
 **Next button**: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template.
 
-After doing so, a “Create Document” popup will appear, prompting you with the question: “Do you want to create a document using the template you just created?” You’ll have the option to choose either “Yes” or “No.”
-**If you select "Yes"**: It will create a document using the template you just created.
-**If you select "No"**: You will be redirected to the Manage templates form.
+After creating a template, a “Create Document” popup will appear with the prompt:
+ “What would you like to do with the template you just created?”
 
-### Step 9: Viewing and Managing Templates 
+You’ll be presented with the following options: Use Template, Bulk Send, Embed, and Copy Public URL.
 
-<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/86bf3628-987d-4ae2-89c3-b24ec1f6bdc2" />
+- Click Bulk Send to open a popup for selecting signers.
+- Assign signers to the roles displayed in the popup. You can create multiple documents by clicking the Add New button to add more signers. Once all signers are added, click Send.
+- Request signature emails will be sent to the respective signers, and the documents will be created and listed under the In Progress Documents report.
 
-On the Manage Templates page, you'll see a list of templates you've created or have access to. This list provides details such as the template title, file, owner, signers, and whether the template is public. You’ll also find actions like "Use Template," "Quick Send," "Edit," "Delete," and more.
+### Step 4: Bulk Send from Manage Templates
+For faster processing, the Bulk Send feature allows you to swiftly create and send a document to a signer using the selected template.
 
-### Step 10: Quick Send
-For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template.
-
-<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/02334ff3-eab6-4a11-aba2-d95a5cba2935" />
+<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/8eed5a30-8f67-4b58-bc3d-2a8fed9a1299" />
 
 How to Send the Document:
--  Click the Quick Send button next to the template in the list.
+-  Click the Bulk Send button next to the template in the list.
     
 -  A popup will open where you can assign signers to each role by simply adding their email addresses.
     
@@ -80,9 +118,18 @@ How to Send the Document:
     
 After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request.
 
-## Signers Signing Process
-### Step 11: Email OTP verification
-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’s email address. Enter the received OTP into the verification textbox and click the 'Verify' button.
+### Step 5: Signers Signing Process
+
+- Enable OTP Verification: No
+
+If OTP verification is set to No, the signer can access and sign the document directly without email verification.
+Once the signer clicks the signature request link received via email, the document will load immediately, allowing them to sign without entering any OTP.
+
+- Enable OTP Verification: Yes
+
+If OTP verification is enabled, the signer must complete email verification before signing.
+After receiving the email, the signer should click the ‘Sign Here’ button. This will open the email verification screen.
+Click ‘Get Verification Code’ to receive an OTP via email. Enter the OTP into the textbox and click ‘Verify’. Once verified, the document will open and the signer can proceed to sign.
 
 <div>
   <img width="800" alt="OpenSign send OTP" src="https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad" />
@@ -91,20 +138,22 @@ Once the email is received, the signer can click the 'Sign Here' button. This wi
   <img width="800" alt="OpenSign verify otp" src="https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c" />
 </div>
 
-### Step 12: Finalizing the Process:
+### Step 6: Finalizing the Process:
 
-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. 
+To sign the document, the signer simply clicks on the signature widget, which provides options to draw, upload a scanned signature, or type their name. 
 
-After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,.
-   - 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.  
+After completing all assigned fields, the signer should click the ‘Finish’ button.
+   - If the signer is the final signer, they will have the option to download or print the signed document along with the completion certificate. 
 
-   - 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.
+   - If there are multiple signers, the document will automatically be forwarded to the next signer. Once all signers have completed their signatures, each signer will be able to download and print the final signed document and completion certificate.
+     
 <img width="800" alt="OpenSignFinalStep" src="https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0" />
 
 ## Additional Information
 - All fields marked with an asterisk (*) must be completed before the document can be submitted.
 - Ensure that the document format is supported by OpenSign before uploading.
 - Signed documents can be accessed in the designated 'Root' folder or the one you have specified.
+- Bulk Send is available exclusively with paid plans.
 
 If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
 

docs/docs/help/Templates/use-template.md

@@ -1,5 +1,5 @@
 ---
-sidebar_position: 2
+sidebar_position: 3
 title: Use template to create documents
 ---
 # How to use template to create documents in OpenSign™

docs/docusaurus.config.js

@@ -65,30 +65,24 @@ const config = {
   plugins: [
     [
       "docusaurus-plugin-openapi-docs",
-      {
-        id: "openapi",
-        docsPluginId: "default", // e.g. "classic" or the plugin-content-docs id
-        config: {
-          opensign: { // "petstore" is considered the <id> that you will reference in the CLI
-            specPath: "docs/API-docs/opensign.yaml", // path or URL to the OpenAPI spec
-            outputDir: "docs/API-docs", // output directory for generated *.mdx and sidebar.js files
-            sidebarOptions: {
-              groupPathsBy: "tag", // generate a sidebar.js slice that groups operations by tag
-            },
-            version: "1.0",
-            label: "v1.0",
-            baseUrl: "1.0",
-            versions: {
-              "1.1": {
-                specPath: "docs/API-docs/opensign.yaml",
-                outputDir: "docs/API-docs-1.1",
-                label: "v1.1",
-                baseUrl: "1.1",
-              },
+        {
+          id: "openapi",
+          docsPluginId: "default", // e.g. "classic" or the plugin-content-docs id
+          config: {
+            opensign_v1: {
+              // OpenAPI v1
+              specPath: "docs/API-docs/v1/opensign.yaml", // your v1 spec file
+              outputDir: "docs/API-docs/v1",              // generated mdx + sidebar.js
+              sidebarOptions: { groupPathsBy: "tag" },
             },
+            opensign_v1_1: {
+              // OpenAPI v1.1
+              specPath: "docs/API-docs/v1.1/opensign.yaml", // your v1.1 spec file
+              outputDir: "docs/API-docs/v1.1",              // generated mdx + sidebar.js
+              sidebarOptions: { groupPathsBy: "tag" },
           }
         }
-      },
+      }
     ]
   ],
   themes: ["docusaurus-theme-openapi-docs"], // exports ApiItem and ApiDemoPanel

docs/sidebars.js

@@ -10,6 +10,7 @@
  */
 
 // @ts-check
+import apiSidebar from './docs/API-docs/sidebar.ts';
 
 /** @type {import('@docusaurus/plugin-content-docs').SidebarsConfig} */
 const sidebars = {
@@ -17,7 +18,7 @@ const sidebars = {
   tutorialSidebar: [{type: 'autogenerated', dirName: 'help'}],
   selfhostSidebar: [{type: 'autogenerated', dirName: 'self-host'}],
   contributeSidebar: [{type: 'autogenerated', dirName: 'contribute'}],
-  apiSidebar: [{type: 'autogenerated', dirName: 'API-docs'}],
+  apiSidebar: apiSidebar,
 
 
   // But you can create a sidebar manually