added-library_documents-dk

Author: Dineshtnjr

docs/Library_Management/Library.md

@@ -1,69 +1,126 @@
-# Two-Factor Authentication (2FA)
-Two-Factor Authentication (2FA) is a security mechanism that enhances account protection by requiring users to verify their identity through two independent authentication factors. In addition to a standard password, users must provide a second form of verification—such as a one-time passcode, authenticator app token, or hardware security key. This dual-layer validation significantly reduces unauthorized access risks and strengthens overall system security.
+## Doculan Library
 
-## Steps to Enable Two-Factor Authentication (2FA)
-Follow the steps below to securely enable **Two-Factor Authentication (2FA)** in **Doculan.**
+The **Doculan Library** serves as a centralized and well-structured repository where all **Document templates** and **Form templates** are securely stored, organized, and managed within the Doculan platform. It provides teams with a unified source of truth, ensuring consistency, standardization, and efficiency across all document and form workflows.
 
-1. Navigate to the **Doculan Dashboard**.
-2. Click the **Profile** icon located at the top right corner.
-3. Select **Settings** from the dropdown menu.
-4. Click on **Two-Factor Authentication (2FA)**.
+By using the Library, users can quickly locate and reuse templates, minimize duplication, and maintain uniformity in document creation and form-driven processes.
 
-Before proceeding, ensure you have an authenticator app installed on your device.  
-Common options include:
+---
 
-- **Google Authenticator**
-- **Microsoft Authenticator**
-- **Duo Mobile**
-- **Okta Verify**
-- **Authy**
-- Any other **TOTP-based** authenticator app
+### Library – Documents
 
-**Screenshot 1**  
+This section contains standardized **Document Templates** that can be reused across various business operations to promote consistency and operational efficiency.
 
-<img src="screenshots/Two-Factor_Authentication/2FA-1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+## Accessing Library – Documents
 
+1. Go to the **Doculan Dashboard**.
+2. Click **Library**.
+3. The **Library – Documents** page will be displayed, showing all available document templates.
 
-**Screenshot 2**
+**Screenshot 1**
 
-<img src="screenshots/Two-Factor_Authentication/2FA-2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+<img src="screenshots/Library_Management_Images/Lib-Doc1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
 
+-->The above **Screenshot** represent that **Accessing Library – Documents**
 
 
-5. Click the **Generate QR Code** button.
+---
 
-A unique **QR Code** and **Secret Key** will be generated. You can enable 2FA using either method:
+## Save Document Template in Doculan Storage
 
-- **Scan the QR Code** with your authenticator app, or  
-- **Manually enter the Secret Key** into your authenticator app.
+1. Click the **⋮ (three-dot)** icon under the **Actions** column.
+2. Select **Copy** to duplicate the document template.
+3. Choose the specified location in **Doculan Storage** where the template should be saved.
 
-Once scanned, your authenticator app will generate **6-digit time-based verification codes**.
+**Screenshot 2**  
 
-Enter the current **6-digit code** into the Doculan website to complete verification.
+<img src="screenshots/Library_Management_Images/Lib-Doc2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
 
 
-## Backup Codes
 
-After successful verification, **Two-Factor Authentication (2FA)** will be enabled.
+**Screenshot 3**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc3.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshots** represent that **Saving Document Template in Doculan Storage**
 
-Once 2FA is activated, Doculan automatically generates **10 backup codes**.
 
-- Each backup code can be used **once** for login when you don’t have access to your authenticator app.
-- Click the **Download** button to save your backup codes.
-- The file will be downloaded in **.txt** format.
-- Store this file **securely** in your local system.
 
-**Screenshot 3**
 
-<img src="screenshots/Two-Factor_Authentication/2FA-3.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+---
 
+## Overwrite Document Template in Doculan Storage
 
-## Code Expiration
+If the selected document template already exists in the same location within Doculan Storage:
 
-- Each 2FA code generated by the authenticator app **expires every 12 hours**.
-- After expiration, simply open your authenticator app to get a **new 6-digit code**.
-- Alternatively, you may use one of your **backup codes** if needed.
+- A popup will appear indicating **“Overwrite File.”**
+- To replace the existing file, click **Overwrite**.
+- To keep the existing version unchanged, click **Cancel**.
 
 **Screenshot 4**
 
-<img src="screenshots/Two-Factor_Authentication/2FA-4.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+<img src="screenshots/Library_Management_Images/Lib-Doc4.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Overwriting Document Template in Doculan Storage**
+
+
+
+---
+
+## Viewing Document Templates in E-Sign Templates and Specified Locations
+
+After copying a document template from **Library – Documents**, it will be available in both:
+
+- **E-Sign Templates**, and  
+- The **specified location** in Doculan Storage.
+
+### Viewing in E-Sign Templates
+
+1. Navigate to the **Doculan Dashboard**.
+2. Click **Templates**.
+3. Under **Myself Templates**, you will find the copied Document Template.
+
+**Screenshot 5**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc5.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Viewing Document Template in E-Sign Templates**
+
+
+
+### Viewing in the Specified Location
+
+1. Go to the **Doculan Dashboard**.
+2. Navigate to the folder or location where the template was stored.
+3. The copied Document Template will be visible there.
+
+**Screenshot 6**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc6.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Viewing Document Template in the Specified Location**
+
+
+
+---
+
+## Working With a Document Template
+
+Once the Document Template is stored in the specified location, follow the steps below to use it for **E-Sign**:
+
+1. Locate the template in the specified storage location.
+2. Click the **⋮ (three-dot)** icon under the **Actions** column.
+3. Select **E-Sign** to begin working with the document.
+4. The **E-Sign Template fields** will appear.
+5. Click **Myself**.
+6. Use the **dropdown** to select the required document template.
+7. All related fields will be **automatically populated**.
+8. You may now send the document to the **Recipient.**
+
+**Screenshot 7**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc7.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Working in Document Template**
+
+
+---

docs/_sidebar.md

@@ -51,7 +51,7 @@
 ---
 
 - **Library Management**
-    -  [Library – Documents](Security/Security.mdd)
+    -  [Library – Documents](Library_Management/Library.md)
     <!-- -  [Library – Forms](Document/Documents_Upload.md) -->
 
 ---