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1 line
7.4 KiB
JavaScript
1 line
7.4 KiB
JavaScript
"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[8320],{23247(e,n,s){s.r(n),s.d(n,{assets:()=>l,contentTitle:()=>d,default:()=>h,frontMatter:()=>o,metadata:()=>i,toc:()=>c});const i=JSON.parse('{"id":"help/New-Document/edit-document-before-sending","title":"Editing Your Document Before Sending","description":"OpenSign\u2122 lets you polish your PDF before you send it out\u2014whether you\u2019re signing it yourself, requesting signatures, or saving it as a template. You get four core editing controls right in the preview:","source":"@site/docs/help/New-Document/edit-document-before-sending.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/edit-document-before-sending","permalink":"/docs/help/New-Document/edit-document-before-sending","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/edit-document-before-sending.md","tags":[],"version":"current","sidebarPosition":4,"frontMatter":{"sidebar_position":4,"title":"Editing Your Document Before Sending"},"sidebar":"tutorialSidebar","previous":{"title":"Widgets in OpenSign","permalink":"/docs/help/New-Document/widgets"},"next":{"title":"Enforce email OTP verification","permalink":"/docs/help/New-Document/enforce-email-verification"}}');var t=s(74848),r=s(28453);const o={sidebar_position:4,title:"Editing Your Document Before Sending"},d="How to edit a document before sending in OpenSign\u2122?",l={},c=[{value:"Prefill widgets",id:"prefill-widgets",level:2},{value:"Add Widgets for Signers",id:"add-widgets-for-signers",level:2}];function a(e){const n={a:"a",br:"br",em:"em",h1:"h1",h2:"h2",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"how-to-edit-a-document-before-sending-in-opensign",children:"How to edit a document before sending in OpenSign\u2122?"})}),"\n",(0,t.jsx)(n.p,{children:"OpenSign\u2122 lets you polish your PDF before you send it out\u2014whether you\u2019re signing it yourself, requesting signatures, or saving it as a template. You get four core editing controls right in the preview:"}),"\n",(0,t.jsx)("img",{width:"918",alt:"page controls",src:"https://github.com/user-attachments/assets/915951f5-4938-4265-8067-950a35d59b7f"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Add Pages"}),(0,t.jsx)(n.br,{}),"\n","In the left-side panel, users will see an ",(0,t.jsx)(n.strong,{children:'"Add" button'}),". Clicking it allows users to select and merge new documents into the current one."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Delete Page"}),(0,t.jsx)(n.br,{}),"\n","An option is available to ",(0,t.jsx)(n.strong,{children:"delete"})," any unwanted page from the document."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Reorder Pages"}),(0,t.jsx)(n.br,{}),"\n","Users can reorder pages by clicking the ",(0,t.jsx)(n.strong,{children:'"Reorder" button'}),", which opens a popup displaying all pages. Use the ",(0,t.jsx)(n.strong,{children:"Up"})," and ",(0,t.jsx)(n.strong,{children:"Down"})," arrows to change the order. Click ",(0,t.jsx)(n.strong,{children:"Save"})," to apply the new page order."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"918",alt:"OpenSign_Widgets",src:"https://github.com/user-attachments/assets/c700ee21-1696-4768-964f-9ca2792bf13a"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Zoom In / Zoom Out"}),(0,t.jsx)(n.br,{}),"\n","Controls are available to ",(0,t.jsx)(n.strong,{children:"zoom in"})," or ",(0,t.jsx)(n.strong,{children:"zoom out"})," of the document view."]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:[(0,t.jsx)(n.strong,{children:"Rotate Page"}),(0,t.jsx)(n.br,{}),"\n","Options are provided to ",(0,t.jsx)(n.strong,{children:"rotate pages"})," in both ",(0,t.jsx)(n.strong,{children:"clockwise"})," and ",(0,t.jsx)(n.strong,{children:"counterclockwise"})," directions."]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"prefill-widgets",children:"Prefill widgets"}),"\n",(0,t.jsx)(n.p,{children:"Simply select the Prefill by Owner option from the right-side panel to view all available prefill widgets. Choose the desired widget and drag it into your document.\nThe Prefill Widgets feature allows document creators to enter specific information in advance before sending a document for signatures. This helps ensure that essential details \u2014 such as names, dates, emails, images, checkboxes, radio buttons, or custom text \u2014 are already filled in when recipients receive the document. Prefilled data remains locked and cannot be modified by signers."}),"\n",(0,t.jsx)("img",{width:"800",alt:"Prfill",src:"https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57"}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"\ud83d\udee0\ufe0f How It Works"})}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Add Widgets to the Document"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Open the right-side panel, select ",(0,t.jsx)(n.strong,{children:"Prefill Widgets"}),", then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document."]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"Enter Prefill Value"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:["Provide the default value (e.g., ",(0,t.jsx)(n.em,{children:'"Company: OpenSign Labs"'}),", ",(0,t.jsx)(n.em,{children:"Date: 30/09/2025"}),")."]}),"\n",(0,t.jsx)(n.li,{children:"For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"\ud83d\udccb Supported Widgets for Prefill"})}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Text Field"})," \u2013 Names, job titles, company names, contract IDs"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Date Field"})," \u2013 Default signing date or contract start date"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Dropdown"})," \u2013 Preselect an option"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Radio Button"})," \u2013 Prefill with a selected choice"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Checkbox"})," \u2013 Prefill as checked or unchecked"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Image"})," \u2013 Insert a default image (e.g., logo or stamp)"]}),"\n"]}),"\n",(0,t.jsx)(n.h2,{id:"add-widgets-for-signers",children:"Add Widgets for Signers"}),"\n",(0,t.jsx)(n.p,{children:"Select the desired signer from the right-side panel, then drag and drop the widget onto the document."}),"\n",(0,t.jsxs)(n.p,{children:["\ud83d\udcd8 Learn more about ",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/New-Document/request-signatures/#add-widgets-for-signers",children:"adding widgets for signers."})]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(a,{...e})}):a(e)}}}]); |