OpenSign/assets/js/d1393a72.cf430417.js

"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4478],{48927:(e,n,t)=>{t.r(n),t.d(n,{assets:()=>l,contentTitle:()=>r,default:()=>u,frontMatter:()=>o,metadata:()=>d,toc:()=>a});var i=t(85893),s=t(11151);const o={sidebar_position:2,title:"Request signatures"},r="OpenSign\u2122 Request signatures Interface",d={id:"help/New-Document/request-signatures",title:"Request signatures",description:"Interface Overview",source:"@site/docs/help/New-Document/request-signatures.md",sourceDirName:"help/New-Document",slug:"/help/New-Document/request-signatures",permalink:"/docs/help/New-Document/request-signatures",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/request-signatures.md",tags:[],version:"current",sidebarPosition:2,frontMatter:{sidebar_position:2,title:"Request signatures"},sidebar:"tutorialSidebar",previous:{title:"Sign yourself",permalink:"/docs/help/New-Document/sign-yourself"}},l={},a=[{value:"Interface Overview",id:"interface-overview",level:2},{value:"Step 1: Begin New Document Creation",id:"step-1-begin-new-document-creation",level:3},{value:"Step 2: Uploading Your Document",id:"step-2-uploading-your-document",level:3},{value:"Step 3: Entering Document Details",id:"step-3-entering-document-details",level:3},{value:"Step 4: Adding Signers",id:"step-4-adding-signers",level:3},{value:"Step 5: Providing Additional Information",id:"step-5-providing-additional-information",level:3},{value:"Step 6: Organizing Your Document",id:"step-6-organizing-your-document",level:3},{value:"Step 7: Setting the Time Frame",id:"step-7-setting-the-time-frame",level:3},{value:"Step 8: Finalizing the Document Submission",id:"step-8-finalizing-the-document-submission",level:3},{value:"Additional Information",id:"additional-information",level:2}];function c(e){const n={em:"em",h1:"h1",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.a)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.h1,{id:"opensign-request-signatures-interface",children:"OpenSign\u2122 Request signatures Interface"}),"\n",(0,i.jsx)(n.h2,{id:"interface-overview",children:"Interface Overview"}),"\n",(0,i.jsx)(n.p,{children:"The OpenSign\u2122 Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature."}),"\n",(0,i.jsx)("img",{width:"784",alt:"request signatures",src:"https://github.com/OpenSignLabs/OpenSign/assets/5486116/801ad38a-7a50-46bd-b548-79bd6faf09ba"}),"\n",(0,i.jsx)(n.h1,{id:"how-to-create-and-send-a-document-for-signature-with-opensign",children:"How to Create and Send a Document for Signature with OpenSign\u2122"}),"\n",(0,i.jsx)(n.h3,{id:"step-1-begin-new-document-creation",children:"Step 1: Begin New Document Creation"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Navigate to Request Signatures form"}),": Start by navigating to 'New Document' -> 'Request Signatures' from the main menu to initiate the creation of a document for signature."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-2-uploading-your-document",children:"Step 2: Uploading Your Document"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[2] Choose File"}),": Click here to select and upload the document file from your computer that needs to be signed."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[2] Choose File from Dropbox"}),": Click the dropbox icon to select the document file from your dropbox account."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-3-entering-document-details",children:"Step 3: Entering Document Details"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[4] Title"})," ",(0,i.jsx)(n.em,{children:"(Required)"}),": Input the title of your document. This identifier will be visible to signers and in your document management."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[5] Description"}),": Optionally add a description to give context or instructions regarding the document."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-4-adding-signers",children:"Step 4: Adding Signers"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[6] Signers"}),": Use the dropdown and addition button to add the email addresses of the people who need to sign the document."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-5-providing-additional-information",children:"Step 5: Providing Additional Information"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[7] Note"}),": Input any notes or special instructions for the signers here."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-6-organizing-your-document",children:"Step 6: Organizing Your Document"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[8] Folder"}),": Choose the 'Root' folder or select another folder where the signed document will be stored."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-7-setting-the-time-frame",children:"Step 7: Setting the Time Frame"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[9] Time To Complete (Days)"})," ",(0,i.jsx)(n.em,{children:"(Required)"}),": Specify the number of days the signers have to complete the signatures."]}),"\n"]}),"\n",(0,i.jsx)(n.h3,{id:"step-8-finalizing-the-document-submission",children:"Step 8: Finalizing the Document Submission"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[6] SUBMIT"}),": Once all the necessary fields are filled, click this button to send the document out for signing."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"[6] RESET"}),": If you need to start over or make changes, click this button to clear the form."]}),"\n"]}),"\n",(0,i.jsx)(n.h2,{id:"additional-information",children:"Additional Information"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"All fields marked with an asterisk (*) must be completed before the document can be submitted."}),"\n",(0,i.jsx)(n.li,{children:"Ensure that the document format is supported by OpenSign before uploading."}),"\n",(0,i.jsx)(n.li,{children:"Signed documents can be accessed in the designated 'Root' folder or the one you have specified."}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:"For further assistance, contact our customer support team."}),"\n",(0,i.jsx)(n.p,{children:"Experience the ease of document signing with OpenSign!"})]})}function u(e={}){const{wrapper:n}={...(0,s.a)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(c,{...e})}):c(e)}},11151:(e,n,t)=>{t.d(n,{Z:()=>d,a:()=>r});var i=t(67294);const s={},o=i.createContext(s);function r(e){const n=i.useContext(o);return i.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function d(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:r(e.components),i.createElement(o.Provider,{value:n},e.children)}}}]);