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@@ -153,24 +153,51 @@ Use the option on the right side to add recipients if you need to include additi
|
||||
- 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.
|
||||
|
||||
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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**: 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.
|
||||
|
||||
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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**: 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.
|
||||
|
||||
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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**: 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**: 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.
|
||||
|
||||
- **Date Widget**
|
||||
|
||||
The **Date widget** allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the **Widget Info** panel.
|
||||
|
||||
#### ⚙️ Widget Options
|
||||
|
||||
- **Date Format**: Choose the preferred date format (for example, `MM/dd/yyyy`, `dd-mm-yyyy`, or `dd/mm/yyyy`) from the Format dropdown. This determines how the date appears to the signer.
|
||||
- **Set Date**: This option allows the user to set a default date, which will be displayed while signing the document.
|
||||
- **Signing Date**: When selected, the date on which the signer signs the document will be automatically displayed in the Date widget.
|
||||
- **Clear**: Removes the selected date setting.
|
||||
|
||||
- **Date Range**
|
||||
- **Min Date**: Sets the earliest date the signer can select.
|
||||
- **Max Date**: Sets the latest date the signer can select.
|
||||
- Use **Clear** to remove the minimum or maximum date restrictions.
|
||||
|
||||
- **Required / Optional**
|
||||
Mark the widget as **Required** if the signer must fill it in before completing the signing, or **Optional** if it is not mandatory.
|
||||
|
||||
- **Font Settings**
|
||||
Customize the **font size** and **text color** to match the document’s style.
|
||||
|
||||
- **Read Only**
|
||||
Enable this option to display a date that cannot be edited by the signer.
|
||||
|
||||
- **Save**
|
||||
Click **Save** to apply all selected settings to the Date widget.
|
||||
|
||||
- **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:
|
||||
@@ -179,6 +206,7 @@ Use the option on the right side to add recipients if you need to include additi
|
||||
- Marking the field as **required** or **optional**
|
||||
- Providing a **default value**
|
||||
- Making the field **read-only**
|
||||
- **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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**
|
||||
@@ -206,6 +234,7 @@ Use the option on the right side to add recipients if you need to include additi
|
||||
- Marking the field as **required** or **optional**
|
||||
- Providing a **default value**
|
||||
- Making the field **read-only**
|
||||
- **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- Adding a **hint**, which will be displayed on the widget for better clarity
|
||||
|
||||
**Custom Validations** are also supported, including:
|
||||
@@ -237,6 +266,9 @@ Use the option on the right side to add recipients if you need to include additi
|
||||
- Copy : Clicking on this you can duplicate the image widget.
|
||||
- **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.
|
||||
|
||||
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
|
||||
- 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.
|
||||
### 📄 Document Page Controls
|
||||
|
||||
@@ -47,6 +47,17 @@ The "Completed documents" report also includes several actions icons for each do
|
||||
|
||||
- **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.
|
||||
|
||||
- **View formdata**: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.
|
||||
|
||||
You can download the data in Excel format using this option.
|
||||
|
||||
You can also print the form details if needed.
|
||||
|
||||
Fields marked with **Hide Text with Asterisks** will be exported in plain text (unmasked), showing the actual values entered.
|
||||
|
||||
**Note:** You cannot download form data if any widget names in the document are duplicated — each widget must have a unique name.
|
||||
This feature is available only on the **Teams** and **Enterprise** plans.
|
||||
|
||||
- **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.
|
||||
|
||||
|
||||
@@ -66,6 +66,17 @@ The pop-up will display a list of email addresses of the intended recipients or
|
||||
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.
|
||||
|
||||
- **View formdata**: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.
|
||||
|
||||
You can download the data in Excel format using this option.
|
||||
|
||||
You can also print the form details if needed.
|
||||
|
||||
Fields marked with **Hide Text with Asterisks** will be exported in plain text (unmasked), showing the actual values entered.
|
||||
|
||||
**Note:** You cannot download form data if any widget names in the document are duplicated — each widget must have a unique name.
|
||||
This feature is available only on the **Teams** and **Enterprise** plans.
|
||||
|
||||
- **Delete :** If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered.
|
||||
|
||||
If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
|
||||
|
||||
@@ -41,6 +41,35 @@ You’ll also find the option to generate a **Sandbox API Token** on the same pa
|
||||
|
||||
<img width="436" alt="Sandbox api token" src="https://github.com/user-attachments/assets/f27d9e00-7989-4c01-b23e-cecaccce4be2" />
|
||||
|
||||
### 🧪 API Credits
|
||||
|
||||
**Premium Credits Available:**
|
||||
Displays the total API credits available for your organisation.
|
||||
|
||||
**Your Credits Usage:**
|
||||
- **Used Credits:** The number of credits you have consumed.
|
||||
- **Remaining Credits:** The number of credits still available for you to use.
|
||||
|
||||
<img width="436" alt="API credit" src="https://github.com/user-attachments/assets/e0d87fb2-7391-4bad-b668-9ce2b558c52d" />
|
||||
|
||||
### Where API Credits Are Deducted
|
||||
|
||||
API credits are consumed whenever a document is created through the following actions:
|
||||
|
||||
- **Self Sign API:** Credits deducted when a document is created.
|
||||
- **Draft Document API:** Deducted when drafting a document.
|
||||
- **Create Document API:** Deducted on document creation.
|
||||
- **Draft Template API:** Deducted when:
|
||||
- Sending a document if signers are already assigned,
|
||||
- Bulk sending,
|
||||
- Creating documents using public templates (signer fills details and finish).
|
||||
- **Create Document From Template API:** Deducted on document creation.
|
||||
|
||||
### In the OpenSign Application
|
||||
|
||||
- **Manage Templates → Bulk Send:** Credits are deducted for each document created.
|
||||
- **Public Template Signing:** Credits are deducted when a document is created during public signing (when the signer enters details and completes the process).
|
||||
|
||||
### 🧪 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.
|
||||
|
||||
@@ -28,7 +28,7 @@ Suppose you're using OpenSign to collect eSignatures:
|
||||
**Step 1:** Log in to your OpenSign account using your credentials.
|
||||
**Step 2:** Navigate to **Settings → Webhook**.
|
||||
|
||||

|
||||
<img width="861" height="407" alt="Navigate to Add Webhook" src="https://github.com/user-attachments/assets/883dc914-9316-42b0-b59c-10b168265b38" />
|
||||
|
||||
**Step 3:** Click **Add Webhook**.
|
||||
|
||||
@@ -36,10 +36,121 @@ Suppose you're using OpenSign to collect eSignatures:
|
||||
|
||||
> **Note:** To enable **Live Webhook** support, you must upgrade to a **paid plan** — either the **Professional** or **Teams** plan.
|
||||
|
||||

|
||||
---
|
||||
|
||||
## 🧭 How to Create a Webhook Security Key
|
||||
|
||||
A **Webhook Security Key** (also called a webhook secret) is a shared secret used to verify that webhook requests are genuinely sent by OpenSign and have not been tampered with.
|
||||
|
||||
### Steps to Create a Webhook Security Key
|
||||
|
||||
1. Log in to your **OpenSign** account.
|
||||
2. Navigate to **Settings → Webhooks**.
|
||||
3. Add or edit a webhook endpoint.
|
||||
4. Generate a Security Key by clicking Enable Authentication, then click the Generate button.
|
||||
The webhook security key has been generated.
|
||||
- Example: `a50a904a2a329d761781dac27c984416a07396736ac5588b62c6fe226538fbca`
|
||||
6. Save the webhook configuration.
|
||||
|
||||
<img width="861" height="407" alt="webhook security key" src="https://github.com/user-attachments/assets/6f61a23e-25a1-4785-b241-657af0c1eeb1" />
|
||||
|
||||
⚠️ **Important:** Store this key securely. Do not expose it in client-side code or public repositories.
|
||||
|
||||
---
|
||||
|
||||
## 🔐 How the Webhook Security Key Works
|
||||
|
||||
OpenSign signs every webhook request using your security key.
|
||||
|
||||
### High-level Flow
|
||||
|
||||
1. An event occurs (e.g. create document, document viewed, signed, completed, and declined).
|
||||
2. OpenSign sends a webhook request to your configured endpoint.
|
||||
3. OpenSign generates a signature using:
|
||||
- The **raw request payload**
|
||||
- Your **webhook security key**
|
||||
- The **HMAC-SHA256** algorithm
|
||||
4. The generated signature is sent in the request header:
|
||||
|
||||
```
|
||||
x-webhook-signature
|
||||
```
|
||||
|
||||
5. Your server recomputes the signature using the same payload and secret.
|
||||
6. If both signatures match, the request is verified as authentic.
|
||||
|
||||
---
|
||||
|
||||
// Process webhook event
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 📦 Sample Webhook Payload
|
||||
|
||||
```json
|
||||
const crypto = require("crypto");
|
||||
|
||||
function verifySignature(req, secret) {
|
||||
const receivedSignature = req.headers["x-webhook-signature"];
|
||||
const payload = req.body;
|
||||
|
||||
const expectedSignature = crypto
|
||||
.createHmac("sha256", secret)
|
||||
.update(JSON.stringify(payload))
|
||||
.digest("hex");
|
||||
|
||||
return receivedSignature === expectedSignature;
|
||||
}
|
||||
|
||||
console.log("Try programiz.pro", verifySignature({body: {
|
||||
"event": "created",
|
||||
"type": "request-sign",
|
||||
"objectId": "SBEbnHwfrN",
|
||||
"file": "https://legadratw3d.ams3.digitaloceanspaces.com/c3f0bc11b84a87e6265de6bf28e5015e_uoeksXXU6FI5Op2B.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=DO00QAPRB3CQRWHWQ8ZB%2F20251219%2Fus-west%2Fs3%2Faws4_request&X-Amz-Date=20251219T152806Z&X-Amz-Expires=900&X-Amz-Signature=9635dfb8ee8fde933f881905a97f869578ef7e99b337d4b21a0805b8317fd70d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject",
|
||||
"name": "Sample Test Doc Line Compressed",
|
||||
"note": "Please review and sign this document",
|
||||
"description": "",
|
||||
"signers": [
|
||||
{
|
||||
"name": "Peter Mark",
|
||||
"email": "peter.mark@opensignlabs.com"
|
||||
},
|
||||
{
|
||||
"name": "kelvin bosch",
|
||||
"email": "kelvin.bosch@opensignlabs.com"
|
||||
}
|
||||
],
|
||||
"createdAt": "Sat, 20 Dec 2025 00:58:20 GMT+9:30"
|
||||
}, headers:{"x-webhook-signature":"52958fd3900f19ba6485319eb2622ef0ec4cf5ddfe36509cbe95eb706ed6b8c2" }}, "0906e8cbc88da0d5a6fd78162eb8e5e57ba7bd99bdc472145dc089d7f82b0a4a"));
|
||||
```
|
||||
|
||||
The corresponding signature is sent in the request header:
|
||||
|
||||
```
|
||||
x-webhook-signature: bcf57b06dde0c030d9423639824bad17ab7dd09ea3bf0a743773b95254ecf78e
|
||||
```
|
||||
If the script returns true, it means the webhook is valid and has not been tampered with.
|
||||
|
||||
## ✅ Best Practices
|
||||
|
||||
- Always verify the webhook signature before processing the payload.
|
||||
- Use the **raw request body** for signature calculation (avoid modifying it).
|
||||
- Rotate your webhook security key periodically.
|
||||
- Return a **2xx** HTTP status only after successful verification.
|
||||
|
||||
---
|
||||
|
||||
## 🧩 Common Issues
|
||||
|
||||
- **Signature mismatch**: Ensure the payload is stringified exactly as received.
|
||||
- **Missing header**: Confirm `x-webhook-signature` is present in the request.
|
||||
- **Wrong secret**: Verify the same security key is used on both sides.
|
||||
|
||||
---
|
||||
|
||||
This mechanism ensures webhook requests are secure, tamper-proof, and trustworthy.
|
||||
|
||||
## 🧪 Sandbox Webhook
|
||||
|
||||
- You can also add webhook for the **Sandbox** environment on the same page.
|
||||
|
||||
@@ -73,7 +73,40 @@ To add a new user:
|
||||
3. Enter the user’s email in the input box and click **Delete**.
|
||||
- After deletion, the user (and all related data) will be permanently erased.
|
||||
|
||||
> ⚡ **Note:** Once a user is deleted, your **available user count will automatically increase**.
|
||||
> ⚡ **Note:** Once a user is deleted, your **available user count will automatically increase**.
|
||||
|
||||
## 🔁 Change Password
|
||||
|
||||
- OpenSign allows **admins** to update a team user's password whenever required.
|
||||
|
||||
- **To change a user’s password:**
|
||||
1. Navigate to **Settings → Users** and click the **Change Password** button next to the user whose password needs to be updated.
|
||||
2. Enter the new password on the reset password screen and submit.
|
||||
|
||||
- The user’s password will be successfully updated, and they will no longer be able to log in using the old password.
|
||||
|
||||
## 🔁 Add API Credits
|
||||
|
||||
- OpenSign allows **admins to assign API credits** to team users. This feature helps control and limit how many API-based document operations a user can perform.
|
||||
- A team user can only use the number of credits allocated by the admin.
|
||||
- For example, if an admin assigns **100 API credits**, the user can perform API actions only until those 100 credits are consumed.
|
||||
- Once credits are exhausted, the admin can add more.
|
||||
- Example: If the admin wants to give the user 50 additional credits, they must enter the updated total — 150 credits. After updating, the user will have 50 usable credits remaining.
|
||||
|
||||
- **How to add API credits:**
|
||||
1. Navigate to **Settings → Users** and click the **Add Credits** button next to the user who needs add API credits.
|
||||
2. Enter the number of credits to allocate and submit.
|
||||
|
||||
- The user will now be able to use the assigned API credits up to the new limit.
|
||||
|
||||
> ⚡ **Note:** Credits can only be added if the selected user has an active API token.
|
||||
|
||||
**How to create an API token for a team user:**
|
||||
1. Log in using the team user's email address.
|
||||
2. Navigate to **Settings → API Token**.
|
||||
3. Generate a live API token.
|
||||
|
||||
Once the API token is created, the admin can assign API credits to that user.
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -29,6 +29,12 @@ After you have drawn your signature and initials or uploaded your signature imag
|
||||
|
||||
Once saved, these can be applied with a single click whenever you need to sign a document within the OpenSign application, streamlining your workflow and ensuring consistency in your document signing process.
|
||||
|
||||
## Uploading a Stamp Image
|
||||
|
||||
Click the Upload Image button next to the Stamp option to upload your stamp image. Once uploaded, the image will appear in the stamp image box and is ready to be saved. The uploaded stamp will be displayed during the document signing process.
|
||||
|
||||
<img width="820" alt="upload stamp" src="https://github.com/user-attachments/assets/232e4dfd-d305-4b62-ba69-668225287efc"></img>
|
||||
|
||||
## Getting Started
|
||||
**try OpenSign on cloud** at **[OpenSignLabs](https://app.opensignlabs.com)**.
|
||||
|
||||
|
||||
@@ -148,28 +148,54 @@ After placing the Stamp widget, you will see the options on the widget such as:
|
||||
- **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.
|
||||
|
||||
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
|
||||
- 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**: 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.
|
||||
|
||||
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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**: 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.
|
||||
|
||||
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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**: 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**: 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.
|
||||
|
||||
- **Date Widget**
|
||||
|
||||
The **Date widget** allows signers to enter a date while signing the document. Once the widget is placed, you can configure its behavior using the available settings in the **Widget Info** panel.
|
||||
|
||||
#### ⚙️ Widget Options
|
||||
|
||||
- **Date Format**: Choose the preferred date format (for example, `MM/dd/yyyy`, `dd-mm-yyyy`, or `dd/mm/yyyy`) from the Format dropdown. This determines how the date appears to the signer.
|
||||
- **Set Date**: This option allows the user to set a default date, which will be displayed while signing the document.
|
||||
- **Signing Date**: When selected, the date on which the signer signs the document will be automatically displayed in the Date widget.
|
||||
- **Clear**: Removes the selected date setting.
|
||||
|
||||
- **Date Range**
|
||||
- **Min Date**: Sets the earliest date the signer can select.
|
||||
- **Max Date**: Sets the latest date the signer can select.
|
||||
- Use **Clear** to remove the minimum or maximum date restrictions.
|
||||
|
||||
- **Required / Optional**
|
||||
Mark the widget as **Required** if the signer must fill it in before completing the signing, or **Optional** if it is not mandatory.
|
||||
|
||||
- **Font Settings**
|
||||
Customize the **font size** and **text color** to match the document’s style.
|
||||
|
||||
- **Read Only**
|
||||
Enable this option to display a date that cannot be edited by the signer.
|
||||
|
||||
- **Save**
|
||||
Click **Save** to apply all selected settings to the Date widget.
|
||||
|
||||
- **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:
|
||||
@@ -179,6 +205,7 @@ After placing the Text Input widget, you will see the options on the widget such
|
||||
- Marking the field as **required** or **optional**
|
||||
- Providing a **default value**
|
||||
- Making the field **read-only**
|
||||
- **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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**
|
||||
@@ -207,6 +234,7 @@ After placing the Text Input widget, you will see the options on the widget such
|
||||
- Marking the field as **required** or **optional**
|
||||
- Providing a **default value**
|
||||
- Making the field **read-only**
|
||||
- **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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**
|
||||
@@ -242,6 +270,8 @@ After placing the Image 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.
|
||||
|
||||
**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
|
||||
- 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
|
||||
|
||||
@@ -48,6 +48,15 @@ The selected user will be able to access the template and create documents from
|
||||
<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" />
|
||||
|
||||
**Download all formdata**: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.
|
||||
|
||||
You can download the data in Excel format using this template.
|
||||
|
||||
Fields marked with **Hide Text with Asterisks** will be exported in plain text (unmasked), showing the actual values entered.
|
||||
|
||||
**Note:** You cannot download form data if any widget names in the template are duplicated — each widget must have a unique name.
|
||||
This feature is available only on the **Teams** and **Enterprise** plans.
|
||||
|
||||
**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.
|
||||
|
||||
Reference in New Issue
Block a user