Merge pull request #1 from virtualansoftware/Muralidharan

Muralidharan

Author: mani-d1

docs/Contacts/Contact-Delete.md

@@ -1,4 +1,4 @@
-# ✅ Steps to Delete Contact
+#  Steps to Delete Contact
 
 1. Open the **Contacts** page to view all contacts.
 2. Click the **Delete (trash icon)** next to the contact you want to remove.

docs/Contacts/Contact-Update.md

@@ -1,4 +1,4 @@
-# ✅ Steps to Update Contact
+#  Steps to Update Contact
 
 1. Go to the **Contacts** page to view existing contacts.
 2. Click the **Edit (pen icon)** next to the contact you want to modify.

docs/Contacts/Contact_Create.md

@@ -1,4 +1,4 @@
-# ✅ Steps to Create Contact
+#  Steps to Create Contact
 
 1. Open the **Doculan Dashboard** and go to the **Contacts** section.
 2. Click on **Add Contact**.

docs/Document/Documents_Create.md

@@ -1,9 +1,9 @@
-# ✅ Steps to Create a New Document
+#  Steps to Create a New Document
 
 1. Go to **Doculan Dashboard → Documents → Create**
 2. Choose your preferred method:
-   - ✍️ **Create manually**, or
-   - 🤖 **Use AI to generate the document**
+   -  **Create manually**, or
+   -  **Use AI to generate the document**
 3. Start writing or editing your text
 4. Format the document as needed:
    - Change **font styles & colors**

docs/Document/Documents_Upload.md

@@ -1,4 +1,4 @@
-# ✅ Steps to Upload to Doculan Storage
+#  Steps to Upload to Doculan Storage
 
 - Documents can be saved **locally** or in **Doculan Storage**
 - If saving to Doculan storage:

docs/E_Sign/bulk-mail.md

@@ -196,7 +196,7 @@ You’ll see:
 | **Email** | Email sent to |
 | **Status** | Sent / Opened / Signed / Declined / Expired |
 | **Last Modified** | Date of last action |
-| **Actions** | View / Resend / Cancel / Delete |
+| **Actions** | View / Resend / Cancel / Delete / Download |
 
 - Sent time
 - Opened time

docs/E_Sign/cancel-esign-document.md

@@ -27,8 +27,8 @@ After selecting **Cancel eSign**, a pop-up confirmation appears.
   <summary><b>Steps to Confirm Cancellation</b></summary>
 
 1. Click **Cancel eSign** from the dropdown menu.  
-2. A confirmation dialog appears —  
-   **“Are you sure you want to cancel this eSign document?**  
+2. A confirmation dialog appears  
+   **"Are you sure you want to cancel this eSign document?"**  
 3. Optionally, enter a short reason for cancellation (helps in tracking).  
 4. Click **Confirm**.  
 5. The system updates the status to **Cancelled**.
@@ -45,7 +45,7 @@ When the document is cancelled:
 | Effect | Description |
 |--------|-------------|
 | **Status Update** | Status changes to **Cancelled** immediately in the dashboard |
-| **Recipient Access** | Any signer trying to open the old link will see: *“This document has been cancelled by the administrator and is no longer available.”* |
+| **Recipient Access** | Any signer trying to open the old link will see: *"This document has been cancelled by the administrator and is no longer available."* |
 | **Email Notification** | All recipients receive an automatic email informing them of the cancellation |
 | **Audit Log** | A new entry is created in the **Order Trail** indicating cancellation time and user ID |
 
@@ -58,12 +58,18 @@ When the document is cancelled:
 You can verify all cancellation events in the **Audit Trail**.
 
 1. Click the **Audit** button for the specific document.  
-2. The audit page displays:
+2. The Audit page displays( all entries below  with timestamp)
+   Document creation time
+   Sent time
+   Opened by
+   Signed by
+   Cancelled by [User Name]
+<!-- 2. The audit page displays:
    - Document creation time  
    - Sent time  
    - Opened by  
    - Signed by  
-   - **Cancelled by [User Name]** with timestamp  
+   - **Cancelled by [User Name]** with timestamp   -->
 <!-- 3. You can **download the audit report** for internal compliance. -->
 
 <img src=" screenshots\E-Sign_Images\Cancel_Audit.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">

docs/E_Sign/cancel-shared-document.md

@@ -17,10 +17,10 @@ Cancelling a shared document:
 
 ---
 
-##  Step-by-Step: Cancelling a Shared Document
+<!-- ##  Step-by-Step: Cancelling a Shared Document -->
 
 
-### Step 1: Identify the document to cancel:
+## Step 1: Identify the document to cancel:
 
 - Look for the document currently marked as **Shared**.  
 - It eligible for cancellation.  
@@ -33,7 +33,7 @@ Cancelling a shared document:
 
 ---
 
-### Step 2: Open the Actions menu:
+## Step 2: Open the Actions menu:
 
 - In the **Actions** column, click the **three-dot (⋮)** button for the specific document.  
 - The dropdown menu will show several options — *Audit*, *Resend*, *Cancel*.  
@@ -43,7 +43,7 @@ Cancelling a shared document:
 
 ---
 
-### Step 3: Confirm cancellation:
+## Step 3: Confirm cancellation:
 
 A confirmation popup appears with details of the document name and recipients.
 
@@ -56,7 +56,7 @@ A confirmation popup appears with details of the document name and recipients.
 
 ---
 
-### Step 4: Verify the cancellation:
+## Step 4: Verify the cancellation:
 After confirming:
 - The document’s **Status** immediately changes to **Cancelled**.  
 - All previously shared links become invalid.  

docs/E_Sign/create-template.md

@@ -1,4 +1,5 @@
-#  How to Create a Template?
+
+#  How to Create a Template?
 
 Creating a template in **Doculan eSign** allows you to **save time** by reusing pre-defined document layouts and field placements.  
 Instead of setting up each eSign from scratch, you can configure your document once and save it as a reusable template.
@@ -11,9 +12,8 @@ Templates store your field mapping, parties, and email configurations ready to r
 
 ---
 
-##  Step-by-Step: Creating a New Template
 
-### Step 1: Open an existing document:
+## Step 1: Open an existing document:
 
 - In the eSign editor page,
 - After adding all fields and parties,  
@@ -23,7 +23,7 @@ Templates store your field mapping, parties, and email configurations ready to r
 
 ---
 
-### Step 2: Choose template visibility:
+## Step 2: Choose template visibility:
 
 When saving the template, you'll be prompted to choose between:
 - **Myself** for private use  
@@ -41,7 +41,7 @@ When saving the template, you'll be prompted to choose between:
 
 ---
 
-### Step 3: Verify your saved template:
+## Step 3: Verify your saved template:
 
 - Return to the **Template** tab.  
 - In the dropdown, search for the template name you just created.  

docs/E_Sign/decline-esign-document.md

@@ -62,11 +62,17 @@ After the recipient declines the document:
 To confirm who declined and when:
 
 1. Click **Audit** beside the document.  
-2. The detailed audit trail displays:
+2. The Audit page displays( all entries below  with timestamp)
+   -  Document creation time
+   -  Sent time
+   -  Opened by
+   -  Signed by
+   -  Declined by [User Name]
+<!-- 2. The detailed audit trail displays:
    - When the document was created  
    - When it was sent  
    - When it was opened  
-   - When it was declined (with timestamp and user email)
+   - When it was declined (with timestamp and user email) -->
 
 <img src=" screenshots\E-Sign_Images\Audit_after_Decline.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">