OpenSign/docs/docs/help/New-Document/widgets.md

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3	Widgets in OpenSign

🧩 Understanding the Number Widget

Widgets in OpenSign are interactive fields that you can place on your documents to collect information, signatures, or confirmations from recipients during the signing process.

They make your documents dynamic — allowing signers to fill in details like names, dates, numbers, checkboxes, or digital signatures directly within the document.

Widgets help you:

• Create fillable and interactive documents
• Control the type of input signers can provide (text, date, number, etc.)
• Ensure data consistency and validation
• Streamline form completion and signing workflows

OpenSign offers various widget types such as Signature, Initial, Text, Date, Checkbox, Stamp, and the newly added Number Widget — each designed for specific use cases.

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🧮 Number Widget

The Number Widget in OpenSign lets you collect numeric input from signers within your document.
It can also perform dynamic calculations using values from other number widgets.

This widget ensures that only numbers are entered, helping maintain data accuracy and consistency across signed documents.

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🔹 Purpose

Use the Number Widget when you need signers to input strictly numeric data during the signing process.
It’s ideal for:

• Numeric IDs (e.g., Employee ID, Order Number)
• Amounts or currency values
• Quantity or item counts
• Zip/Postal codes

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🧭 How to Add a Number Widget

1. Upload the document and open the Create Document panel.
2. From the Widget Toolbar, select “Number”.
3. Click anywhere on the document where you want the number field to appear.
4. Adjust its size and position as needed.
5. Assign the widget to a signer (if the document has multiple signers).

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⚙️ Widget Properties

You can configure the following options for the Number Widget:

Property	Description
Name	A unique identifier for this number widget. • Example: number-1, number-2 • Must be unique within the document. • Used in formulas as {{number-1}}. 🔸 If you include a number widget in a formula, its name must be unique, since formulas rely on these identifiers.
Default Value	(Optional) Sets an initial numeric value for the widget. This value appears automatically unless changed by the signer or overridden by a formula.
Formula	Defines a calculation using other number widgets.
Required / Optional	Specifies whether the signer must complete the field before submission.
Placeholder	Displays hint text before input (e.g., 12345).
Font Size	Controls the font size of the number displayed on the document.
Color	Sets the font color for the number field.

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✍️ Signer Experience

When the document is opened for signing:

• The signer will see a numeric input box at the widget’s location.
• Only digits (0–9) can be entered.
• If marked as Required, the signer cannot finish signing without entering a number.
• The entered value appears in the final signed PDF.

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🔢 Using Formulas in the Number Field

You can use number widgets to perform arithmetic and algebraic calculations inside the Formula field.
Assume you have four number widgets named:
number-1, number-2, number-3, and number-4.

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🧩 Basic Formulas

Formula	Description	Example Result
{{number-1}} + {{number-2}}	Adds two numbers	10 + 5 = 15
{{number-1}} - {{number-3}}	Subtracts one number from another	20 - 4 = 16
{{number-1}} * {{number-2}}	Multiplies two numbers	6 * 3 = 18
{{number-1}} / {{number-2}}	Divides one number by another	25 / 5 = 5
({{number-1}} + {{number-2}}) * {{number-3}}	Groups values using parentheses	(4 + 6) * 2 = 20
{{number-1}} + {{number-2}} - ({{number-3}} * {{number-4}})	Combines multiple operations	10 + 8 - (2 * 3) = 12

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🧮 Advanced Formulas

Formula	Description	Example Result
({{number-1}} + {{number-2}} + {{number-3}}) / 3	Calculates the average of three widgets	(10 + 20 + 30) / 3 = 20
({{number-1}} * {{number-2}}) + ({{number-3}} / {{number-4}})	Combines multiplication and division	(5 * 6) + (8 / 4) = 30 + 2 = 32
({{number-1}} + {{number-2}}) * ({{number-3}} - {{number-4}})	Multiplies a sum by a difference	(10 + 5) * (6 - 2) = 15 * 4 = 60
({{number-1}} * {{number-2}} * {{number-3}}) / {{number-4}}	Calculates a scaled ratio	(2 * 3 * 4) / 2 = 24 / 2 = 12
({{number-1}} + {{number-2}} + {{number-3}} + {{number-4}}) / 4	Finds the average of four widgets	(8 + 10 + 12 + 14) / 4 = 11
{{number-1}} * ({{number-2}} + {{number-3}} - {{number-4}})	Weighted total	5 * (10 + 4 - 2) = 5 * 12 = 60
({{number-1}} * {{number-2}} + {{number-3}}) * {{number-4}}	Compound operation using addition and multiplication	(3 * 4 + 2) * 5 = (12 + 2) * 5 = 70

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🧠 Tips

• Use parentheses ( ) to control calculation order.
• Formulas follow standard arithmetic precedence (multiplication/division before addition/subtraction).
• Only number widgets ({{number-x}}) can be used in formulas.
• Non-numeric fields (like text or date) are not supported in formula expressions.
• Ensure all widget names used in formulas exist in the same document.

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📎 Understanding the Attachment Widget

The Attachment Widget allows signers to upload supporting files directly while completing and signing a document. This is useful when additional documents or evidence are required as part of the signing workflow.

Examples of files that can be requested include:

• Identity documents (Passport, Driver's License, ID Card)
• Proof of address
• Supporting agreements or contracts
• Certificates and licenses
• Other required supporting documents

Benefits of the Attachment Widget

The Attachment Widget helps you:

• Collect supporting documents from signers
• Keep all required files associated with a document in one place
• Eliminate the need for separate email attachments
• Streamline document collection and verification workflows
• Ensure signers provide the necessary supporting information before completing the document

How the Attachment Widget Works

1. Signers can upload up to 5 files using a single Attachment Widget.
2. Each file can be a maximum of 10 MB in size.
3. A single Attachment Widget can therefore accept up to 50 MB of attachments in total.
4. Supported file formats include:
   • PDF (.pdf)
   • Microsoft Word (.docx)
   • PNG (.png)
   • JPG (.jpg)
   • JPEG (.jpeg)
5. Once the signer uploads the files and completes the signing process, the uploaded files are appended as additional pages to the end of the original PDF document.

Note: All uploaded attachments become part of the completed document package, making it easier to store, review, and share the signed document along with its supporting files.

📩 Need Help?

If you need further assistance, contact our support team at support@opensignlabs.com.

Happy Signing with OpenSign™!