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## Description <!--- Describe the changes introduced by this pull request. --> <!--- Explain what problem it solves or what feature/fix it adds. --> ## Related Issue <!--- If this pull request is related to a specific issue, reference it here using #issue_number. --> <!--- For example, "Fixes #123" or "Addresses #456". --> ## Changes Made <!--- Provide a summary of the changes made in this pull request. --> <!--- Include any relevant technical details or architecture changes. --> - Change 1 - Change 2 - ... ## Testing Performed <!--- Describe the testing that you have performed to validate these changes. --> <!--- Include information about test cases, testing environments, and results. --> - Tested feature X in scenario Y. - Ran unit tests for component Z. - Tested on browsers A, B, and C. - ... ## Checklist <!--- Please check the boxes that apply to this pull request. --> <!--- You can add or remove items as needed. --> - [ ] I have tested these changes locally and they work as expected. - [ ] I have added/updated tests that prove the effectiveness of these changes. - [ ] I have updated the documentation to reflect these changes, if applicable. - [ ] I have followed the project's coding style guidelines. - [ ] I have addressed the code review feedback from the previous submission, if applicable. ## Additional Notes <!--- Provide any additional context or notes for the reviewers. --> <!--- This might include details about design decisions, potential concerns, or anything else relevant. --> <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit - **Documentation** - Enhanced project README for clarity and improved environment variables section. - Added comprehensive developer and user documentation, including guides on local development, public API, self-hosting, and compliance standards. - Introduced specific guides for contributing, creating API keys, using webhooks, and setting up security measures. - Detailed documentation on various fields available for document signing to improve user understanding. - Added metadata structuring to improve navigation within the documentation site. - **Chores** - Updated `.gitignore` to better handle project files. - **New Features** - Introduced detailed metadata and documentation for various Documenso functionalities, including signing documents, user profiles, and compliance levels. - Added functionality for Direct Link Signing, enabling easy sharing for document signing. <!-- end of auto-generated comment: release notes by coderabbit.ai --> --------- Co-authored-by: Timur Ercan <timur.ercan31@gmail.com> Co-authored-by: Lucas Smith <me@lucasjamessmith.me> Co-authored-by: David Nguyen <davidngu28@gmail.com>
69 lines
2.7 KiB
Plaintext
69 lines
2.7 KiB
Plaintext
---
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title: User Profile
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description: Learn how to set up your public profile on Documenso.
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---
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import { Callout, Steps } from 'nextra/components';
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# User Profile
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Documenso allows you to create a public profile to share your templates for anyone to sign. This is useful for distributing and collecting signatures for commonly used documents, making it more efficient for both the document creator and the signers.
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<Callout type="info">A free Documenso account gives you 5 free signatures per month.</Callout>
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<Steps>
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### Navigate to Your Profile Settings
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Click on your profile picture in the top right corner and select "User settings". Then, navigate to the "Public Profile" tab to configure your profile.
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### (Mandatory) Set Your Profile URL
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This is the URL that people will use to access your profile. We recommend choosing something easy to remember and share.
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The structure of the URL is as follows:
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```bash
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https://app.documenso.com/p/<username>
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```
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Setting the public profile URL is mandatory to publish your profile.
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### (Optional) Add a Bio Description
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If you want to add a description to your profile, you can do so here. This is a good place to introduce yourself and explain what kind of documents you have available for signing.
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### (Optional) Add a Profile Picture
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Uploading a profile picture is optional, but we recommend it to make your profile more recognizable.
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### Private/Public Profile
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You can choose to make your profile public or private. Only you can access it if you make it private. If you make it public, anyone with the link can access it.
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To make your profile public, toggle the switch to the right ("Show") at the top right-hand side of the page.
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### (Optional) Link Templates
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Linking templates to your profile is optional, but it's what makes your profile helpful. Linking templates allow people to sign documents directly from your profile. As a result, we recommend linking at least one template you want to share with others.
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Learn more about [templates](/users/templates).
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### Publish your Profile
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After configuring your profile, click the "Update" button at the bottom of the page to publish it. Once you have published your profile, you can share the link with others if you made it public.
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The image above shows an example of a public profile on Documenso.
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### Share the Link
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Add the link to your other social profiles and share it on social media so people know they can quickly sign your documents from there.
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<Callout>Tag @documenso on X to get a retweet and an endorsement from us.</Callout>
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</Steps>
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