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<title data-rh="true">Editing Your Document Before Sending | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Editing Your Document Before Sending | OpenSign™"><meta data-rh="true" name="description" content="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:"><meta data-rh="true" property="og:description" content="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:"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending" hreflang="x-default"><script data-rh="true" type="application/ld+json">{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Create New OpenSign Document","item":"https://docs.opensignlabs.com/docs/category/create-new-opensign-document"},{"@type":"ListItem","position":2,"name":"Editing Your Document Before Sending","item":"https://docs.opensignlabs.com/docs/help/New-Document/edit-document-before-sending"}]}</script><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li class="breadcrumbs__item"><a class="breadcrumbs__link" href="/docs/category/create-new-opensign-document"><span>Create New OpenSign Document</span></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">Editing Your Document Before Sending</span></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><div class="row"><div class="col col--12 markdown"><header><h1>How to edit a document before sending in OpenSign™?</h1></header>
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<p>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:</p>
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<img width="918" alt="page controls" src="https://github.com/user-attachments/assets/915951f5-4938-4265-8067-950a35d59b7f">
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<ul>
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<li class="">
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<p><strong>Add Pages</strong><br>
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<!-- -->In the left-side panel, users will see an <strong>"Add" button</strong>. Clicking it allows users to select and merge new documents into the current one.</p>
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</li>
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<li class="">
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<p><strong>Delete Page</strong><br>
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<!-- -->An option is available to <strong>delete</strong> any unwanted page from the document.</p>
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</li>
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<li class="">
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<p><strong>Reorder Pages</strong><br>
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<!-- -->Users can reorder pages by clicking the <strong>"Reorder" button</strong>, which opens a popup displaying all pages. Use the <strong>Up</strong> and <strong>Down</strong> arrows to change the order. Click <strong>Save</strong> to apply the new page order.</p>
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</li>
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</ul>
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<img width="918" alt="OpenSign_Widgets" src="https://github.com/user-attachments/assets/c700ee21-1696-4768-964f-9ca2792bf13a">
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<ul>
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<li class="">
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<p><strong>Zoom In / Zoom Out</strong><br>
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<!-- -->Controls are available to <strong>zoom in</strong> or <strong>zoom out</strong> of the document view.</p>
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</li>
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<li class="">
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<p><strong>Rotate Page</strong><br>
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<!-- -->Options are provided to <strong>rotate pages</strong> in both <strong>clockwise</strong> and <strong>counterclockwise</strong> directions.</p>
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</li>
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</ul>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="prefill-widgets">Prefill widgets<a href="#prefill-widgets" class="hash-link" aria-label="Direct link to Prefill widgets" title="Direct link to Prefill widgets" translate="no"></a></h2>
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<p>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.
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The Prefill Widgets feature allows document creators to enter specific information in advance before sending a document for signatures. This helps ensure that essential details — such as names, dates, emails, images, checkboxes, radio buttons, or custom text — are already filled in when recipients receive the document. Prefilled data remains locked and cannot be modified by signers.</p>
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<img width="800" alt="Prfill" src="https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57">
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<hr>
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<p><strong>🛠️ How It Works</strong></p>
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<ol>
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<li class="">
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<p><strong>Add Widgets to the Document</strong></p>
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<ul>
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<li class="">Open the right-side panel, select <strong>Prefill Widgets</strong>, then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document.</li>
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</ul>
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</li>
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<li class="">
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<p><strong>Enter Prefill Value</strong></p>
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<ul>
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<li class="">Provide the default value (e.g., <em>"Company: OpenSign Labs"</em>, <em>Date: 30/09/2025</em>).</li>
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<li class="">For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled.</li>
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</ul>
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</li>
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</ol>
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<p><strong>📋 Supported Widgets for Prefill</strong></p>
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<ul>
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<li class=""><strong>Text Field</strong> – Names, job titles, company names, contract IDs</li>
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<li class=""><strong>Date Field</strong> – Default signing date or contract start date</li>
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<li class=""><strong>Dropdown</strong> – Preselect an option</li>
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<li class=""><strong>Radio Button</strong> – Prefill with a selected choice</li>
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<li class=""><strong>Checkbox</strong> – Prefill as checked or unchecked</li>
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<li class=""><strong>Image</strong> – Insert a default image (e.g., logo or stamp)</li>
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</ul>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="add-widgets-for-signers">Add Widgets for Signers<a href="#add-widgets-for-signers" class="hash-link" aria-label="Direct link to Add Widgets for Signers" title="Direct link to Add Widgets for Signers" translate="no"></a></h2>
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<p>Select the desired signer from the right-side panel, then drag and drop the widget onto the document.</p>
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