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chore: add envelope docs (#2186)
This commit is contained in:
David Nguyen
GitHub
@@ -11,120 +11,76 @@ Learn about the different fields you can add to your documents in Documenso and
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The signature field collects the signer's signature. It's required for each recipient with the "Signer" role.
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### Document Editor View
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The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
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### Document Signing View
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The signature field settings include:
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The recipient will see the signature field when they open the document to sign.
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The recipient must click on the signature field to open the signing view, where they can sign using their mouse, touchpad, or touchscreen.
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The image below shows the signature field signed by the recipient.
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After signing, the recipient can click the "Complete" button to complete the signing process.
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- **Font size** - The typed signature font size. You can disable typed signatures in the document settings.
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## Email Field
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The email field is used to collect the signer's email address.
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### Document Editor View
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The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
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The email field is used to collect the signer's email address. This will be the email address you entered when you created the recipients.
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### Document Signing View
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The email field settings include:
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When the recipient opens the document to sign, they will see the email field.
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The recipient must click on the email field to automatically sign the field with the email associated with their account.
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The image below shows the email field signed by the recipient.
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After entering their email address, the recipient can click the "Complete" button to complete the signing process.
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- **Font Size** - The font size of the email address.
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- **Text Align** - The horizontal text alignment of the email address.
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## Name Field
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The name field is used to collect the signer's name.
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### Document Editor View
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The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
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### Document Signing View
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The name field settings include:
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When the recipient opens the document to sign, they will see the name field.
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- **Font Size** - The font size of the name.
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- **Text Align** - The horizontal text alignment of the name.
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The recipient must click on the name field, which will automatically sign the field with the name associated with their account.
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## Initials Field
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The initials field is used to collect the signer's initials. This is generally the first and last name initials.
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The image below shows the name field signed by the recipient.
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The initials field settings include:
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After entering their name, the recipient can click the "Complete" button to complete the signing process.
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- **Font Size** - The font size of the initials.
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- **Text Align** - The horizontal text alignment of the initials.
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## Date Field
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The date field is used to collect the date of the signature.
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### Document Editor View
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The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
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The date field is used to collect the date of the signature. You can change the date format in the document settings.
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### Document Signing View
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The date field settings include:
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When the recipient opens the document to sign, they will see the date field.
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The recipient must click on the date field to automatically sign the field with the current date and time.
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The image below shows the date field signed by the recipient.
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After entering the date, the recipient can click the "Complete" button to complete the signing process.
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- **Font Size** - The font size of the date.
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- **Text Align** - The horizontal text alignment of the date.
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## Text Field
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The text field is used to collect text input from the signer.
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### Document Editor View
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Place the text field on the document where you want the signer to enter text. The text field comes with additional settings that can be configured.
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To open the settings, click on the text field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The text field settings include:
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- **Label** - The label displayed in the field.
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- **Placeholder** - The placeholder text displayed in the field.
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- **Text** - The default text displayed in the field.
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- **Label** - The label displayed in the field when the user opens the document to sign
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- **Placeholder** - The placeholder text displayed in the field. The signer will see this prior to signing.
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- **Text** - The text which will be prefilled into the field. The signer can change this text unless the field is read-only.
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- **Character limit** - The maximum number of characters allowed in the field.
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Text Align** - The horizontal text alignment of the text in the field.
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- **Vertical Align** - The vertical text alignment of the text in the field.
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- **Line height** - The line height of the text in the field. Useful for multi-line text fields.
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- **Letter spacing** - The spacing between each character in the text in the field.
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It also comes with a couple of rules:
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@@ -133,71 +89,26 @@ It also comes with a couple of rules:
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- The signer must fill out a required field.
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- The text field characters count can't exceed the character limit.
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- The signer can't modify a read-only field.
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- The field auto-signs if there is a default text value.
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Let's look at the following example.
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The field is configured as follows:
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- Label: "Address"
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- Placeholder: "Your office address"
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- Default Text: "Signing Street 1, 241245"
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- Character Limit: 35
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- Required: False
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- Read Only: False
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Since the field has a label set, the label is displayed instead of the default text field value - "Add text".
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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In this case, the recipient sees the text field signed with the default value.
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The recipient can modify the text field value since the field is not read-only. To change the value, the recipient must click the field to un-sign it.
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Once it's unsigned, the field uses the label set by the sender.
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To sign the field with a different value, the recipient needs to click on the field and enter the new value.
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Since the text field has a character limit, the recipient must enter a value that doesn't exceed the limit. Otherwise, an error message will appear, and the field will not be signed.
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The image below illustrates the text field signed with a new value.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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- The field will be inserted automatically into the document if there is a default text value.
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## Number Field
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The number field is used for collecting a number input from the signer.
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### Document Editor View
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Place the number field on the document where you want the signer to enter a number. The number field comes with additional settings that can be configured.
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To open the settings, click on the number field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The number field settings include:
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- **Label** - The label displayed is the field.
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- **Placeholder** - The placeholder text displayed in the field.
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- **Value** - The default number displayed in the field.
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- **Value** - The value which will be prefilled into the field. The signer can change this value unless the field is read-only.
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- **Number format** - The format of the number.
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Text Align** - The horizontal text alignment of the number in the field.
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- **Vertical Align** - The vertical text alignment of the number in the field.
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- **Line height** - The line height of the number in the field. Useful for multi-line number fields.
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- **Letter spacing** - The spacing between each character in the number in the field.
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- **Validation** - The validation rules for the field.
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It also comes with a couple of rules:
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@@ -210,66 +121,18 @@ It also comes with a couple of rules:
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- If the default number and a min value are set, the default number must be greater than the min value.
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- The value must match the number format if a number format is set.
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In this example, the number field is configured as follows:
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- Label: "Quantity"
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- Placeholder: "Enter the preferred quantity"
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- Default Value: 12
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- Number Format: "123,456,789.00"
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- Required: False
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- Read Only: False
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- Validation:
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- Min value: 5, Max value: 50
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Since the field has a label set, the label is displayed instead of the default number field value - "Add number".
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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The recipient sees the number field signed with the default value in this case.
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Since the number field is not read-only, the recipient can modify its value. To change the value, the recipient must click the field to un-sign it.
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Once it's unsigned, the field uses the label set by the sender.
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To sign the field with a different value, the recipient needs to click on the field and enter the new value.
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Since the number field has a validation rule set, the recipient must enter a value that meets the rules. In this example, the value needs to be between 5 and 50. Otherwise, an error message will appear, and the field will not be signed.
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The image below illustrates the text field signed with a new value.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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## Radio Field
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The radio field is used to collect a single choice from the signer.
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### Document Editor View
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Place the radio field on the document where you want the signer to select a choice. The radio field comes with additional settings that can be configured.
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To open the settings, click on the radio field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The radio field settings include:
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Values** - The list of choices for the field.
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- **Direction** - The direction of the radio field. Can be "Vertical" or "Horizontal".
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It also comes with a couple of rules:
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@@ -282,57 +145,22 @@ It also comes with a couple of rules:
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- It should contain at least one option.
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- The field can't have more than one option selected.
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In this example, the radio field is configured as follows:
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- Required: False
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- Read Only: False
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- Options:
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- Option 1
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- Option 2
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- Empty value
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- Empty value
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- Option 3
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Since the field contains radio options, it displays them instead of the default radio field value, "Radio".
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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In this case, the recipient sees the radio field unsigned because the sender didn't select a value.
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The recipient can select one of the options by clicking on the radio button next to the option.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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## Checkbox Field
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The checkbox field is used to collect multiple choices from the signer.
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### Document Editor View
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Place the checkbox field on the document where you want the signer to select choices. The checkbox field comes with additional settings that can be configured.
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To open the settings, click on the checkbox field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The checkbox field settings include the following:
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- **Validation** - The validation rules for the field.
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- **Rule** - The rule specifies "At least", "At most", and "Exactly".
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- **Number** - The number of choices that must be selected.
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Options** - The list of choices for the field.
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- **Direction** - The direction of the checkbox field. Can be "Vertical" or "Horizontal".
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- **Validation Rule** - The rule specifies "At least", "At most", and "Exactly".
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- **Validation Number** - The number of choices that must be selected.
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It also comes with a couple of rules:
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@@ -344,67 +172,20 @@ It also comes with a couple of rules:
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- The signer can't modify the field if it's read-only.
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- It should contain at least one option.
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In this example, the checkbox field is configured as follows:
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- No validation rules
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- Required: True
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- Read Only: False
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- Options:
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- Option 1
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- Empty value (checked)
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- Option 2
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- Option 3 (checked)
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- Empty value
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Since the field contains checkbox options, it displays them instead of the default checkbox field value, "Checkbox".
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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In this case, the recipient sees the checkbox field signed with the values selected by the sender.
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Since the field is required, the recipient can either sign with the values selected by the sender or modify the values.
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The values can be modified in 2 ways:
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- Click on the options you want to select or deselect.
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- Hover over the field and click the "X" button to clear all the selected values.
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The image below illustrates the checkbox field with the values cleared by the recipient. Since the field is required, it has a red border instead of the yellow one (non-required fields).
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Then, the recipient can select values other than the ones chosen by the sender.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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## Dropdown/Select Field
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The dropdown/select field collects a single choice from a list of options.
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### Document Editor View
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Place the dropdown/select field on the document where you want the signer to select a choice. The dropdown/select field comes with additional settings that can be configured.
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To open the settings, click on the dropdown/select field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The dropdown/select field settings include:
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Options** - The list of choices for the field.
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- **Default** value - The default value selected in the field.
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- **Default Value** - The default value selected in the field.
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It also comes with a couple of rules:
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@@ -416,31 +197,3 @@ It also comes with a couple of rules:
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- The field can't be signed with a value not in the options list.
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- The signer can't modify the field if it's read-only.
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- It should contain at least one option.
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In this example, the dropdown/select field is configured as follows:
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- Required: False
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- Read Only: False
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- Default Value: None
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- Options:
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- Document
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- Template
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- Other
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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In this case, the recipient sees the dropdown/select field with the default label, "-- Select ---" since the sender has not set a default value.
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The recipient can modify the dropdown/select field value since the field is not read-only. To change the value, the recipient must click on the field for the dropdown list to appear.
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The recipient can select one of the options from the list. The image below illustrates the dropdown/select field signed with a new value.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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@@ -9,90 +9,85 @@ import { Callout, Steps } from 'nextra/components';
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This guide will walk you through the process of sending a document out for signing. You will learn how to upload a document, add recipients, place signature fields, and send the document for signing.
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## Uploading a Document
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<Steps>
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### Login Into Your Account
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### Log In to Your Account
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The guide assumes you have a Documenso account. If you don't, you can create a free account [here](https://documen.so/free-docs).
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### Upload Document
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Navigate to the [Documenso dashboard](https://app.documenso.com/documents) and click on the "Add a document" button. Select the document you want to upload and wait for the upload to complete.
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Navigate to the [Documenso dashboard](https://app.documenso.com/documents) and click on the "Upload Document" button located at the top right of the page. Select the documents you want to upload and wait for the upload to complete.
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<Callout type="info">
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The maximum file size for uploaded documents is 150MB in production. In staging, the limit is
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50MB.
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The maximum file size for uploaded documents is 150MB in production. You can upload up to 5
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documents at a time on standard plans. In staging, the limit is 50MB.
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</Callout>
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After the upload is complete, you will be redirected to the document's page. You can configure the document's settings and add recipients and fields here.
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After the upload is complete, you will be redirected to the editor. You can configure the document's settings and add recipients and fields here.
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</Steps>
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### (Optional) Advanced Options
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## Configuring and Sending Document
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Click on the "Advanced options" button to access additional settings for the document. You can set an external ID, date format, time zone, and the redirect URL.
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The Documenso editor allows you to create and configure documents or templates. The editor consists of three sections that guide you through the process of preparing your document.
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1. **Document & Recipients** - Upload files and add recipients
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2. **Add Fields** - Add fields to the document
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3. **Preview** - Preview the document before sending
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The external ID allows you to set a custom ID for the document that can be used to identify the document in your external system(s).
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You can click each section to navigate to it, and the current section will be highlighted in the sidebar.
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The date format and time zone settings allow you to customize how the date and time are displayed in the document.
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The redirect URL allows you to specify a URL where the signer will be redirected after signing the document.
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There is also a quick actions section on the left-hand side which allows you to:
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||||
|
||||
### (Optional) Document Access
|
||||
- **Document Settings** - Configure general settings, emails, or security settings for the document
|
||||
- **Send Document** - Send the document to the recipients
|
||||
- **Duplicate** - Duplicate the document
|
||||
- **Download** - Download the document PDF
|
||||
- **Delete** - Delete the document
|
||||
|
||||
Documenso enables you to set up access control for your documents. You can require authentication for viewing the document.
|
||||
The header contains some notable items:
|
||||
|
||||
The available options are:
|
||||
- **Title** - You can edit the title in the top-left corner of the header by clicking on the text
|
||||
- **Status** - You can see the current status of the document next to the title
|
||||
- **Attachments** - You can configure the attachments on the right-hand side of the header
|
||||
|
||||
- **Require account** - The recipient must be signed in to view the document.
|
||||
- **None** - The document can be accessed directly by the URL sent to the recipient.
|
||||
<Steps>
|
||||
|
||||
|
||||
### Upload Documents and Add Recipients
|
||||
|
||||
The first step in the editor is to upload your document and add recipients.
|
||||
|
||||
|
||||
|
||||
#### Upload Document
|
||||
|
||||
You can upload documents by either clicking the "Add a document" dropzone, or dragging and dropping files into the dropzone.
|
||||
|
||||
<Callout type="info">
|
||||
The "Document Access" feature is only available for Enterprise accounts.
|
||||
The maximum file size for uploaded documents is 150MB in production. You can upload up to 5
|
||||
documents at a time on standard plans. In staging, the limit is 50MB.
|
||||
</Callout>
|
||||
|
||||
### (Optional) Recipient Authentication
|
||||
#### Add Recipients
|
||||
|
||||
The "Recipient Authentication" feature allows you to specify the authentication method required for recipients to sign the signature field.
|
||||
Click the "+ Add Signer" button to add a new recipient. For each recipient you can configure the following:
|
||||
|
||||
The available options are:
|
||||
- **Email address** - The recipient's email address
|
||||
- **Name** - The recipient's name
|
||||
- **Order** - The sequence in which the recipient should sign the document. Only available if the "Enable Signing Order" checkbox is enabled
|
||||
- **Role** - As seen below
|
||||
|
||||
- **Require passkey** - The recipient must have an account and passkey configured via their settings.
|
||||
- **Require 2FA** - The recipient must have an account and 2FA enabled via their settings.
|
||||
- **None** - No authentication required.
|
||||
|
||||
|
||||
|
||||
This can be overridden by setting the authentication requirements directly for each recipient in the next step.
|
||||
|
||||
<Callout type="info">
|
||||
The "Recipient Authentication" feature is only available for Enterprise accounts.
|
||||
</Callout>
|
||||
|
||||
### Recipients
|
||||
|
||||
Click the "+ Add Signer" button to add a new recipient. You can configure the recipient's email address, name, role, and authentication method on this page.
|
||||
|
||||
You can choose any option from the ["Recipient Authentication"](#optional-recipient-authentication) section, or you can set it to "Inherit authentication method" to use the global action signing authentication method configured in the "General Settings" step.
|
||||
|
||||
|
||||
|
||||
You can also set the recipient's role, which determines their actions and permissions in the document.
|
||||
|
||||
|
||||
|
||||
#### Roles
|
||||
|
||||
Documenso has 4 roles for recipients with different permissions and actions.
|
||||
Documenso has 5 roles for recipients with different permissions and actions.
|
||||
|
||||
| Role | Function | Action required | Signature |
|
||||
| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
|
||||
| Signer | Needs to sign signatures fields assigned to them. | Yes | Yes |
|
||||
| Signer | Needs to sign signature fields assigned to them. | Yes | Yes |
|
||||
| Approver | Needs to approve the document as a whole. Signature optional. | Yes | Optional |
|
||||
| Viewer | Needs to confirm they viewed the document. | Yes | No |
|
||||
| Assistant | Can help prepare the document by filling in fields on behalf of other signers. | Yes | No |
|
||||
@@ -100,15 +95,20 @@ Documenso has 4 roles for recipients with different permissions and actions.
|
||||
|
||||
### Fields
|
||||
|
||||
Documenso supports 9 different field types that can be added to the document. Each field type collects various information from the recipients when they sign the document.
|
||||
Documenso supports 10 different field types that can be added to the document. Each field type collects various information from the recipients when they sign the document.
|
||||
|
||||
To create a field, you can either click and drag to draw a field on the document or drag and drop the field type from the sidebar.
|
||||
|
||||
|
||||
|
||||
The field created will be assigned to the currently selected recipient. You can change the recipient by clicking on the recipient's name in the right sidebar.
|
||||
|
||||
The available field types are:
|
||||
|
||||
- **Signature** - Collects the signer's signature
|
||||
- **Email** - Collects the signer's email address
|
||||
- **Name** - Collects the signer's name
|
||||
- **Initials** - Collects the signer's initials
|
||||
- **Date** - Collects the date of the signature
|
||||
- **Text** - Collects text input from the signer
|
||||
- **Number** - Collects a number input from the signer
|
||||
@@ -123,11 +123,11 @@ All fields can be placed anywhere on the document and resized as needed.
|
||||
page](/users/documents/fields).
|
||||
</Callout>
|
||||
|
||||
#### Signature Required
|
||||
### Preview
|
||||
|
||||
Signer Roles require at least 1 signature field. You will get an error message if you try to send a document without a signature field.
|
||||
In this section, you can preview what the document will look like once it is fully signed. This uses placeholder data for the fields.
|
||||
|
||||
|
||||
|
||||
|
||||
### Email Settings
|
||||
|
||||
@@ -156,3 +156,54 @@ https://app.documenso.com/sign/12ACP777zxQLO52hjj_vCB
|
||||
```
|
||||
|
||||
</Steps>
|
||||
|
||||
## Document Settings
|
||||
|
||||
To access the document settings, click the "Document Settings" button in the quick actions section.
|
||||
|
||||
### General Settings
|
||||
|
||||
|
||||
|
||||
- **Language** - The language that the emails will be sent in
|
||||
- **Allowed Signature Types** - The signature types that the recipient will be allowed to use
|
||||
- **Date Format** - The date format that will be used for date fields
|
||||
- **Time Zone** - The time zone that will be used for date fields
|
||||
- **External ID** - A custom ID for the document that can be used to identify the document in your external system(s)
|
||||
- **Redirect URL** - The URL where the signer will be redirected after signing the document
|
||||
- **Document Distribution Method** - Whether to use emails to send the document, or none (which we will generate signing links for manual distribution)
|
||||
|
||||
### Email Settings
|
||||
|
||||
|
||||
|
||||
- **Reply To** - The email address that will be used as the reply to email address
|
||||
- **Subject** - The subject of the email
|
||||
- **Message** - The message of the email
|
||||
- **Checkboxes** - You can select which emails should be sent during the document signing process
|
||||
|
||||
### Security Settings
|
||||
|
||||
Documenso enables you to set up access control for your documents. You can require authentication for viewing the document.
|
||||
|
||||
The available options are:
|
||||
|
||||
- **Require account** - The recipient must be signed in to view the document.
|
||||
- **Require 2FA** - The recipient must use 2FA to sign the document.
|
||||
- **None** - The document can be accessed directly by the URL sent to the recipient.
|
||||
|
||||
|
||||
|
||||
The "Recipient Authentication" feature allows you to specify the authentication method required for recipients to sign the signature field.
|
||||
|
||||
The available options are:
|
||||
|
||||
- **Require passkey** - The recipient must have an account and passkey configured via their settings.
|
||||
- **Require 2FA** - The recipient must have an account and 2FA enabled via their settings.
|
||||
- **None** - No authentication required.
|
||||
|
||||
This can be overridden by setting the authentication requirements directly for each recipient in the next step.
|
||||
|
||||
<Callout type="info">
|
||||
The "Recipient Authentication" feature is only available for Enterprise accounts.
|
||||
</Callout>
|
||||
|
||||
Reference in New Issue
Block a user