OpenSign/assets/js/9589faef.ec19838b.js

"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[8778],{97879(e,i,n){n.r(i),n.d(i,{assets:()=>a,contentTitle:()=>r,default:()=>g,frontMatter:()=>d,metadata:()=>s,toc:()=>o});const s=JSON.parse('{"id":"help/New-Document/guestsigning","title":"Guest signing flow","description":"This guide explains how signers complete a document in OpenSign and how features such as Duplicate Widget Name, Auto Sign, and the Image Widget work during the signing process.","source":"@site/docs/help/New-Document/guestsigning.md","sourceDirName":"help/New-Document","slug":"/help/New-Document/guestsigning","permalink":"/docs/help/New-Document/guestsigning","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/New-Document/guestsigning.md","tags":[],"version":"current","sidebarPosition":7,"frontMatter":{"sidebar_position":7,"title":"Guest signing flow"},"sidebar":"tutorialSidebar","previous":{"title":"Conditional logic","permalink":"/docs/help/New-Document/conditional_logic"},"next":{"title":"Manage Docs using OpenSign\u2122 Drive","permalink":"/docs/category/manage-docs-using-opensign-drive"}}');var t=n(74848),l=n(28453);const d={sidebar_position:7,title:"Guest signing flow"},r="Signer Signing Flow",a={},o=[{value:"How it works",id:"how-it-works",level:2},{value:"Example",id:"example",level:3},{value:"Supported Widgets",id:"supported-widgets",level:2},{value:"Unsupported Widgets",id:"unsupported-widgets",level:2},{value:"Example",id:"example-1",level:3},{value:"Signature Widget",id:"signature-widget",level:2},{value:"Stamp Widget",id:"stamp-widget",level:2},{value:"Initials Widget",id:"initials-widget",level:2},{value:"How it works",id:"how-it-works-1",level:2}];function h(e){const i={blockquote:"blockquote",code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(i.header,{children:(0,t.jsx)(i.h1,{id:"signer-signing-flow",children:"Signer Signing Flow"})}),"\n",(0,t.jsxs)(i.p,{children:["This guide explains how signers complete a document in OpenSign and how features such as ",(0,t.jsx)(i.strong,{children:"Duplicate Widget Name"}),", ",(0,t.jsx)(i.strong,{children:"Auto Sign"}),", and the ",(0,t.jsx)(i.strong,{children:"Image Widget"})," work during the signing process."]}),"\n",(0,t.jsx)(i.hr,{}),"\n",(0,t.jsx)(i.h1,{id:"duplicate-widget-name",children:"Duplicate Widget Name"}),"\n",(0,t.jsxs)(i.p,{children:["The ",(0,t.jsx)(i.strong,{children:"Duplicate Widget Name"})," feature helps signers complete documents more efficiently by automatically populating widgets that share the same name."]}),"\n",(0,t.jsx)(i.h2,{id:"how-it-works",children:"How it works"}),"\n",(0,t.jsxs)(i.p,{children:["When multiple widgets of the ",(0,t.jsx)(i.strong,{children:"same type"})," have the ",(0,t.jsx)(i.strong,{children:"same widget name"}),", OpenSign treats them as linked fields."]}),"\n",(0,t.jsx)(i.p,{children:"After the signer fills in one of these widgets, the entered value is automatically copied to all other widgets with the same widget name."}),"\n",(0,t.jsx)(i.h3,{id:"example",children:"Example"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsxs)(i.li,{children:["Three ",(0,t.jsx)(i.strong,{children:"Text"})," widgets named ",(0,t.jsx)(i.code,{children:"address"})]}),"\n",(0,t.jsxs)(i.li,{children:["Four ",(0,t.jsx)(i.strong,{children:"Email"})," widgets named ",(0,t.jsx)(i.code,{children:"company_email"})]}),"\n"]}),"\n",(0,t.jsx)(i.p,{children:"When the signer enters a value in the first widget, all remaining widgets with the same name are automatically updated."}),"\n",(0,t.jsxs)(i.blockquote,{children:["\n",(0,t.jsxs)(i.p,{children:[(0,t.jsx)(i.strong,{children:"Note:"})," This feature does ",(0,t.jsx)(i.strong,{children:"not"})," apply to ",(0,t.jsx)(i.strong,{children:"Signature"}),", ",(0,t.jsx)(i.strong,{children:"Stamp"}),", or ",(0,t.jsx)(i.strong,{children:"Initials"})," widgets. These widgets use the ",(0,t.jsx)(i.strong,{children:"Auto Sign"})," feature instead. When clicked Auto Sign, completing the first Signature, Stamp, or Initials widget automatically fills all remaining matching widgets."]}),"\n"]}),"\n",(0,t.jsx)(i.h2,{id:"supported-widgets",children:"Supported Widgets"}),"\n",(0,t.jsx)(i.p,{children:"Duplicate Widget Name is supported for the following widget types:"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:"Name"}),"\n",(0,t.jsx)(i.li,{children:"Job Title"}),"\n",(0,t.jsx)(i.li,{children:"Company"}),"\n",(0,t.jsx)(i.li,{children:"Email"}),"\n",(0,t.jsx)(i.li,{children:"Text"}),"\n"]}),"\n",(0,t.jsxs)(i.blockquote,{children:["\n",(0,t.jsxs)(i.p,{children:[(0,t.jsx)(i.strong,{children:"Important:"})," Widgets are linked only when both the ",(0,t.jsx)(i.strong,{children:"widget type"})," and the ",(0,t.jsx)(i.strong,{children:"widget name"})," are identical."]}),"\n"]}),"\n",(0,t.jsx)(i.h2,{id:"unsupported-widgets",children:"Unsupported Widgets"}),"\n",(0,t.jsxs)(i.p,{children:["Duplicate Widget Name is ",(0,t.jsx)(i.strong,{children:"not"})," supported for the following widget types:"]}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:"Number"}),"\n",(0,t.jsx)(i.li,{children:"Date"}),"\n",(0,t.jsx)(i.li,{children:"Checkbox"}),"\n",(0,t.jsx)(i.li,{children:"Radio Button"}),"\n",(0,t.jsx)(i.li,{children:"Dropdown"}),"\n",(0,t.jsx)(i.li,{children:"Cells"}),"\n",(0,t.jsx)(i.li,{children:"Attachment"}),"\n"]}),"\n",(0,t.jsxs)(i.p,{children:["Although you can assign the same widget name to these widgets while creating a document, they behave ",(0,t.jsx)(i.strong,{children:"independently"})," during the signing process."]}),"\n",(0,t.jsx)(i.h3,{id:"example-1",children:"Example"}),"\n",(0,t.jsxs)(i.p,{children:["Suppose a document contains two ",(0,t.jsx)(i.strong,{children:"Date"})," widgets with the same widget name, ",(0,t.jsx)(i.code,{children:"agreement_date"}),"."]}),"\n",(0,t.jsxs)(i.p,{children:["When the signer selects a date in the first Date widget, the selected value is ",(0,t.jsx)(i.strong,{children:"not"})," copied to the second Date widget. Each Date widget must be completed individually."]}),"\n",(0,t.jsx)(i.p,{children:"The same behavior applies to all unsupported widget types listed above."}),"\n",(0,t.jsx)(i.hr,{}),"\n",(0,t.jsx)(i.h1,{id:"auto-sign",children:"Auto Sign"}),"\n",(0,t.jsxs)(i.p,{children:["The ",(0,t.jsx)(i.strong,{children:"Auto Sign"})," feature allows signers to complete ",(0,t.jsx)(i.strong,{children:"Signature"}),", ",(0,t.jsx)(i.strong,{children:"Stamp"}),", or ",(0,t.jsx)(i.strong,{children:"Initials"})," only once. After the first widget is completed, OpenSign automatically fills all other matching widgets where ",(0,t.jsx)(i.strong,{children:"Auto Sign"})," is enabled."]}),"\n",(0,t.jsx)(i.p,{children:"This reduces repetitive actions and speeds up the signing process."}),"\n",(0,t.jsx)(i.h2,{id:"signature-widget",children:"Signature Widget"}),"\n",(0,t.jsxs)(i.p,{children:["When ",(0,t.jsx)(i.strong,{children:"Auto Sign"})," is enabled:"]}),"\n",(0,t.jsxs)(i.ol,{children:["\n",(0,t.jsx)(i.li,{children:"Click the first Signature widget."}),"\n",(0,t.jsxs)(i.li,{children:["Create the signature by:","\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:"Drawing"}),"\n",(0,t.jsx)(i.li,{children:"Typing"}),"\n",(0,t.jsx)(i.li,{children:"Uploading"}),"\n",(0,t.jsx)(i.li,{children:"Selecting a previously saved signature (if available)"}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(i.li,{children:["Click ",(0,t.jsx)(i.strong,{children:"Auto Sign"}),"."]}),"\n",(0,t.jsx)(i.li,{children:"OpenSign automatically fills all remaining Signature widgets that have Auto Sign enabled."}),"\n"]}),"\n",(0,t.jsx)(i.p,{children:"The signer only needs to sign once."}),"\n",(0,t.jsx)(i.hr,{}),"\n",(0,t.jsx)(i.h2,{id:"stamp-widget",children:"Stamp Widget"}),"\n",(0,t.jsxs)(i.p,{children:["When ",(0,t.jsx)(i.strong,{children:"Auto Sign"})," is enabled:"]}),"\n",(0,t.jsxs)(i.ol,{children:["\n",(0,t.jsx)(i.li,{children:"Click the first Stamp widget."}),"\n",(0,t.jsx)(i.li,{children:"Upload a stamp or select a previously saved stamp (if available)."}),"\n",(0,t.jsxs)(i.li,{children:["Click ",(0,t.jsx)(i.strong,{children:"Auto Sign"}),"."]}),"\n",(0,t.jsx)(i.li,{children:"All remaining Stamp widgets with Auto Sign enabled are automatically completed."}),"\n"]}),"\n",(0,t.jsx)(i.hr,{}),"\n",(0,t.jsx)(i.h2,{id:"initials-widget",children:"Initials Widget"}),"\n",(0,t.jsxs)(i.p,{children:["When ",(0,t.jsx)(i.strong,{children:"Auto Sign"})," is enabled:"]}),"\n",(0,t.jsxs)(i.ol,{children:["\n",(0,t.jsx)(i.li,{children:"Click the first Initials widget."}),"\n",(0,t.jsxs)(i.li,{children:["Create the initials by:","\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:"Drawing"}),"\n",(0,t.jsx)(i.li,{children:"Typing"}),"\n",(0,t.jsx)(i.li,{children:"Uploading"}),"\n",(0,t.jsx)(i.li,{children:"Selecting previously saved initials (if available)"}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(i.li,{children:["Click ",(0,t.jsx)(i.strong,{children:"Auto Sign"}),"."]}),"\n",(0,t.jsx)(i.li,{children:"OpenSign automatically fills all remaining Initials widgets that have Auto Sign enabled."}),"\n"]}),"\n",(0,t.jsx)(i.hr,{}),"\n",(0,t.jsx)(i.h1,{id:"image-widget",children:"Image Widget"}),"\n",(0,t.jsxs)(i.p,{children:["The ",(0,t.jsx)(i.strong,{children:"Image"})," widget allows signers to upload an image during the signing process."]}),"\n",(0,t.jsx)(i.p,{children:"Common use cases include:"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:"Company logo"}),"\n",(0,t.jsx)(i.li,{children:"Passport photo"}),"\n",(0,t.jsx)(i.li,{children:"Profile picture"}),"\n",(0,t.jsx)(i.li,{children:"Supporting document image"}),"\n",(0,t.jsx)(i.li,{children:"Identity verification image"}),"\n"]}),"\n",(0,t.jsx)(i.h2,{id:"how-it-works-1",children:"How it works"}),"\n",(0,t.jsxs)(i.ol,{children:["\n",(0,t.jsx)(i.li,{children:"Click the Image widget."}),"\n",(0,t.jsx)(i.li,{children:"Select an image from your device."}),"\n",(0,t.jsx)(i.li,{children:"Upload the image."}),"\n",(0,t.jsxs)(i.li,{children:["Click ",(0,t.jsx)(i.strong,{children:"Auto Sign"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(i.p,{children:["If multiple ",(0,t.jsx)(i.strong,{children:"Image"})," widgets have the ",(0,t.jsx)(i.strong,{children:"same widget name"}),", clicking ",(0,t.jsx)(i.strong,{children:"Auto Sign"})," automatically fills all Image widgets with that same name using the uploaded image."]}),"\n",(0,t.jsxs)(i.p,{children:["Image widgets with ",(0,t.jsx)(i.strong,{children:"different widget names"})," are ",(0,t.jsx)(i.strong,{children:"not"})," linked and will not be updated."]}),"\n",(0,t.jsxs)(i.blockquote,{children:["\n",(0,t.jsxs)(i.p,{children:[(0,t.jsx)(i.strong,{children:"Note:"})," Image widgets are linked only when both the ",(0,t.jsx)(i.strong,{children:"widget type"})," and ",(0,t.jsx)(i.strong,{children:"widget name"})," are identical."]}),"\n"]})]})}function g(e={}){const{wrapper:i}={...(0,l.R)(),...e.components};return i?(0,t.jsx)(i,{...e,children:(0,t.jsx)(h,{...e})}):h(e)}}}]);