diff --git a/docs/Contacts/Contact-Delete.md b/docs/Contacts/Contact-Delete.md index ee47502..2541d9e 100644 --- a/docs/Contacts/Contact-Delete.md +++ b/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. diff --git a/docs/Contacts/Contact-Update.md b/docs/Contacts/Contact-Update.md index ec9828a..3c55d2b 100644 --- a/docs/Contacts/Contact-Update.md +++ b/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. diff --git a/docs/Contacts/Contact_Create.md b/docs/Contacts/Contact_Create.md index b1617a6..fc34896 100644 --- a/docs/Contacts/Contact_Create.md +++ b/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**. diff --git a/docs/Document/Documents_Create.md b/docs/Document/Documents_Create.md index 8e8bba6..bc13add 100644 --- a/docs/Document/Documents_Create.md +++ b/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** diff --git a/docs/Document/Documents_Upload.md b/docs/Document/Documents_Upload.md index 0998763..6815392 100644 --- a/docs/Document/Documents_Upload.md +++ b/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: diff --git a/docs/E_Sign/bulk-mail.md b/docs/E_Sign/bulk-mail.md index 108d545..a371075 100644 --- a/docs/E_Sign/bulk-mail.md +++ b/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 diff --git a/docs/E_Sign/cancel-esign-document.md b/docs/E_Sign/cancel-esign-document.md index 2932bab..079013c 100644 --- a/docs/E_Sign/cancel-esign-document.md +++ b/docs/E_Sign/cancel-esign-document.md @@ -27,8 +27,8 @@ After selecting **Cancel eSign**, a pop-up confirmation appears. Steps to Confirm Cancellation 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] + Screenshot for Document diff --git a/docs/E_Sign/cancel-shared-document.md b/docs/E_Sign/cancel-shared-document.md index 9c73be4..10b7d30 100644 --- a/docs/E_Sign/cancel-shared-document.md +++ b/docs/E_Sign/cancel-shared-document.md @@ -17,10 +17,10 @@ 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. diff --git a/docs/E_Sign/create-template.md b/docs/E_Sign/create-template.md index 23053cb..de1391e 100644 --- a/docs/E_Sign/create-template.md +++ b/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. diff --git a/docs/E_Sign/decline-esign-document.md b/docs/E_Sign/decline-esign-document.md index bba73df..33ac703 100644 --- a/docs/E_Sign/decline-esign-document.md +++ b/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] + Screenshot for Document diff --git a/docs/E_Sign/delete-template.md b/docs/E_Sign/delete-template.md index 0449ab0..d844f7e 100644 --- a/docs/E_Sign/delete-template.md +++ b/docs/E_Sign/delete-template.md @@ -1,4 +1,5 @@ -# How to Delete a Template? + +# How to Delete a Template? Sometimes you no longer need a particular eSign template‚ maybe the contract version has expired, or your organization has moved to a new format. In such cases, you can **safely delete** templates from Doculan to keep your workspace organized and clutter-free. @@ -14,9 +15,9 @@ You can delete: --- -## Step-by-Step: Deleting an Existing Template + -### Step 1: Access the eSign section. +## Step 1: Access the eSign section. - In the Doculan Dashboard, navigate to the **Template** tab. @@ -25,7 +26,7 @@ You can delete: --- -### Step 2: Click the "Delete Template" button: +## Step 2: Click the "Delete Template" button: - After selecting the template, click the **Delete Template** button. - A confirmation prompt will appear asking: @@ -36,7 +37,7 @@ You can delete: --- -### Step 3: Verify deletion: +## Step 3: Verify deletion: - Once deleted, the template will be removed from the dropdown list immediately. - You can refresh the page or reopen the Template tab to ensure it's no longer listed. diff --git a/docs/E_Sign/multiple-party-document.md b/docs/E_Sign/multiple-party-document.md index 9364596..29a6472 100644 --- a/docs/E_Sign/multiple-party-document.md +++ b/docs/E_Sign/multiple-party-document.md @@ -16,13 +16,14 @@ Switch to the **Parties** tab to define recipients. Steps to Add Parties 1. By default, you'll see **Party 1** already listed. -2. Fill in the details for **Party 1**: + +2. Click the **Add Party** button to create additional recipients. +3. Fill in their details (Party 2, Party 3, etc.). +4. Verify that the fields you placed earlier are linked to the respective Parties by relating the colour of the Fields to colour of the Party. 5. Repeat this process for every signer. > **Important:** Each party must have a valid email address, and every field (Signature, Date, etc.) must be linked to a specific party. @@ -81,6 +82,7 @@ You can view: | **Audit** | Timestamps and activity logs | | **Resend** | Available only if the email is expired | | **Cancel** | Cancels ongoing signing process | +| **Download** | Available if the document is completed | --- @@ -139,6 +141,7 @@ Recipients can click **AI Assist** on their signing screen to ask document-speci |--------|-------------| | **Declined** | A recipient can choose to decline and provide a reason. The sender is notified immediately. | | **Cancelled** | The sender can cancel the document anytime before completion. The sender is notified immediately.| +| **Expired** | When the Recipient failed to submit document before the validity. The sender is notified immidiately | | **Completed** | When all parties have signed, the process finishes automatically. | When completed: diff --git a/docs/E_Sign/myself-or-team-template.md b/docs/E_Sign/myself-or-team-template.md index 73b781c..016ae3a 100644 --- a/docs/E_Sign/myself-or-team-template.md +++ b/docs/E_Sign/myself-or-team-template.md @@ -1,4 +1,5 @@ -# What is "Myself" / "Team" Template? + +# What is "Myself" / "Team" Template? Templates in **Doculan eSign** are designed to **save time and maintain consistency** across frequently used contracts or agreements. They allow you to reuse predefined documents with fields, party roles, and positions already configured so you don't have to rebuild them from scratch every time. diff --git a/docs/E_Sign/resend-esign-document.md b/docs/E_Sign/resend-esign-document.md index 3fefa28..a4feac6 100644 --- a/docs/E_Sign/resend-esign-document.md +++ b/docs/E_Sign/resend-esign-document.md @@ -49,13 +49,13 @@ You can always check the **Audit** log to confirm resend activity. Steps: 1. Click the **Audit** button in the Actions column. -2. You'll see a chronological list of all actions: +2. You'll see a chronological list of all actions with timestamps: - Original document creation - First send - Resend date/time - - Recipient open, view, and sign timestamps + - Recipient open, view, and sign - Screenshot for Document +Screenshot for Document --- diff --git a/docs/E_Sign/resend-shared-document.md b/docs/E_Sign/resend-shared-document.md index 74edef7..1dc36d8 100644 --- a/docs/E_Sign/resend-shared-document.md +++ b/docs/E_Sign/resend-shared-document.md @@ -1,4 +1,5 @@ -# How to Resend a Shared Document? + +# How to Resend a Shared Document? Sometimes recipients may miss your shared email, or the access link might expire before they view the document. Doculan makes it easy to **resend shared documents** instantly without re-uploading or reconfiguring sharing settings. @@ -16,21 +17,27 @@ Resending allows you to: --- -## Step-by-Step: Resending a Shared Document + -### Step 1: Identify the document to resend: +## Step 1: Identify the document to resend - In the **Status** column, look for the document marked as **Expired** or **Shared**. - These are eligible for resending. Screenshot for Document -- Resend popup shows up for setting validity and reminder. + +## Step 2: Set reminder and validity + - Click **Resend** +- Resend popup shows up for setting validity and reminder. Screenshot for Document -- You can also verify the activity by clicking the **Audit** button, it displays timestamps and recipient details. +## Step 3: View Audit Trail After Resend + +- You can also verify the activity by clicking the **Audit** button. +- It displays timestamps and recipient details. Screenshot for Document diff --git a/docs/E_Sign/share-document.md b/docs/E_Sign/share-document.md index ede09cf..f9324df 100644 --- a/docs/E_Sign/share-document.md +++ b/docs/E_Sign/share-document.md @@ -1,4 +1,5 @@ -# How to Share a Document? + +# How to Share a Document? The **Share Document** feature in Doculan allows you to send any stored document to individuals or groups quickly and securely without requiring them to log in. You can share for **review**, **reference**, or **collaboration**, while maintaining full control over access permissions. @@ -18,9 +19,9 @@ It is often used to: --- -## Step-by-Step: Sharing a Document + -### Step 1: Access the sharing options: +## Step 1: Access the sharing options: - In the **Actions** column, click the **three-dot (⋮)** button beside the document you want to share. - From the dropdown menu, select **Share**. @@ -29,7 +30,7 @@ It is often used to: --- -### Step 2: Configure sharing details: +## Step 2: Configure sharing details: Once you click Share, a popup or side panel will appear with fields for: @@ -58,7 +59,7 @@ Once you click Share, a popup or side panel will appear with fields for: --- -### Step 3: Verify and monitor shared status: +## Step 3: Verify and monitor shared status: After sending: - Go back to your **Dashboard** and select the same folder. diff --git a/docs/E_Sign/single-party-document.md b/docs/E_Sign/single-party-document.md index 7aefe3a..376efea 100644 --- a/docs/E_Sign/single-party-document.md +++ b/docs/E_Sign/single-party-document.md @@ -10,12 +10,16 @@ Follow the steps below to configure and send it for e-signing. ## Step 1: Create or Select a Document -1. From the **Dashboard**, click **Create Document**. -2. Choose or create a folder named **e-sign documents**. -3. Click the **⋮ (three-dot)** icon under the **Actions** column. -4. Select **Upload** and choose your **contract file (PDF)**. +1. From the **Dashboard**, click **Create Document**. +2. Choose or create a folder named **e-sign documents**. +3. Upload the document using the **Upload** button. -Screenshot for Document +Screenshot for Document + +4. Click the **⋮ (three-dot)** icon under the **Actions** column. +5. We can also upload the document by selecting this **Upload** option from **Actions** column and choose your **contract file (PDF)**. + +Screenshot for Document Once uploaded, you'll see your document listed in the folder view. @@ -57,6 +61,7 @@ Click the **Fields** tab to access all available input elements. 5. Click **Save E-Sign** to store your setup. + Screenshot for Document --- @@ -66,11 +71,7 @@ Click the **Fields** tab to access all available input elements. Click the **Parties** tab. 1. You'll see a default **Party 1** section. -2. Enter: - - **Name** - - **Email Address** -3. Verify that the fields you placed earlier are linked to **Party 1**. -4. Click **Save**. +2. Click **Save**. Screenshot for Document @@ -95,7 +96,7 @@ You'll now configure email delivery. Screenshot for Document 4. Write the email message manually **or** use **AI Assist** to generate it. -5. Drag the **document link** placeholder into the message body. +5. Drag and drop the **document link** placeholder into the message body. 6. Click **Send Mail**. Screenshot for Document @@ -136,6 +137,7 @@ All timestamps and audit logs are recorded for compliance and traceability. | **Cancel** | Cancel an active document | | **Edit** | Edit the recipient details after sending mail | | **View** | Open for completed status | +| **Download** | Only available if document is completed | Screenshot for Document diff --git a/docs/E_Sign/update-template.md b/docs/E_Sign/update-template.md index 999b889..6a44717 100644 --- a/docs/E_Sign/update-template.md +++ b/docs/E_Sign/update-template.md @@ -6,9 +6,7 @@ It's perfect when your contracts evolve or you want to add new terms or fields t --- -## Step-by-Step: Updating an Existing Template - -### Step 1: Load an existing template: +## Step 1: Load an existing template: - In the Doculan Dashboard, navigate to the **Template** tab. @@ -56,7 +54,7 @@ It's perfect when your contracts evolve or you want to add new terms or fields t --- --> -### Step 2: Save the updated configuration back to the template: +## Step 2: Save the updated configuration back to the template: Now that your fields and parties are updated, let's save the new version. @@ -82,7 +80,7 @@ Example: --- -### Step 3: Verify your updated template: +## Step 3: Verify your updated template: - Return to the **Template** dropdown and search for your updated version. - Select it to ensure all recent changes (fields, parties, layout) are correctly loaded. diff --git a/docs/Forms/Form-Delete.md b/docs/Forms/Form-Delete.md index cf1e26e..0b94d5a 100644 --- a/docs/Forms/Form-Delete.md +++ b/docs/Forms/Form-Delete.md @@ -1,14 +1,24 @@ -# ✅ **Steps to Delete the Form** +## **Step:1 Navigate to Delete the Form** - Forms can be deleted **only if no recipients are linked** -> ❗ Forms with recipients or submissions **cannot be deleted** +> Forms with recipients or submissions **cannot be deleted** +- Go to **Dashboard → Forms** +- Click **Action → Delete** **Screenshot1:** Step 1 — Delete the Form +--- + +## **Step 2: Confirm the Deletion** +A confirmation popup appears with details. +- Review the message: + _“Are you sure you want to delete this form ? This action cannot be undone.”_ +- Click **Permenantly Delete** button to proceed. + **Screenshot2:** Step 2 — Delete the Form ----> The above **Screenshots** represent that how to **Delete Form.** +--->The above **Screenshots** represents that how to **Delete Form.** diff --git a/docs/Forms/Form_Cancel.md b/docs/Forms/Form_Cancel.md index 08e5ce9..4f96662 100644 --- a/docs/Forms/Form_Cancel.md +++ b/docs/Forms/Form_Cancel.md @@ -1,4 +1,4 @@ -# ✅ **Steps to Cancel the Form** +## **Step 1: Navigate to Cancel the Form** - Status must be **Sent** - Go to **Dashboard → Forms** @@ -8,18 +8,35 @@ Step 1 — Cancel the Form -**Screenshot2:** + +--- + +## **Step 2: Confirm the Cancellation** + + +A confirmation popup appears with details. +- Review the message: + _“Are you sure you want to cancel this form ? This action is irreversible.”_ +- Click **Confirm** to proceed. + Step 2 — Cancel the Form -**Screenshot3:** + +--> Check the **status** after the form is **cancelled.** Step 3 — Cancel the Form ----> The above **Screenshots** represent that how to **Cancel Form by step by step.** +-->The above **Screenshots** represents that How to **cancel the Form.** + +--- + + +# **Step 3: Audit Trail** -**Screenshot4:** +- Click **Audit Button** +- Check the timesheet from the audit trail. Step 4 — Cancel the Form ----> The above **Screenshot** represent that **Audit Workflow of Cancel Form.** +-->The above **Screenshot** represent that **Audit Workflow of Cancel Form.** diff --git a/docs/Forms/Form_Clone.md b/docs/Forms/Form_Clone.md index 0f8046f..d7c2618 100644 --- a/docs/Forms/Form_Clone.md +++ b/docs/Forms/Form_Clone.md @@ -1,21 +1,27 @@ -# ✅ **Steps to Clone the Form** +## **Step1: Navigate to Clone the Form** -### Steps: - Go to **Dashboard → Forms** - Click **Action → Clone** - Review & click **Send Form** - Add recipients again and send -- All the steps are same as like Create and Send Form, We already seen in [How to Create and Send Forms ](Form_Create.md) +- All the steps are same as like Create and Send Form, As we already seen in [How to Create and Send Forms ](Form_Create.md) -> ✅ Forms can be cloned even if they are **Completed, Cancelled, Resent, or Expired** +> Forms can be cloned even if they are **Completed, Cancelled, Resent, or Expired** **Screenshot1:** Step 1 — Clone the Form ----> The above **Screenshot** represent that how to **Clone Form.** + The above **Screenshot** represent that how to **Clone Form.** + +--- + +# **Step 2: Audit Trail** + +- Click **Audit Button** +- Check the timesheet from the audit trail. **Screenshot2:** Step 2 — Clone the Form ----> The above **Screenshot** represent that **Audit Workflow of Clone Form.** \ No newline at end of file +The above **Screenshot** represent that **Audit Workflow of Clone Form.** \ No newline at end of file diff --git a/docs/Forms/Form_Create.md b/docs/Forms/Form_Create.md index 500581a..49f1e7e 100644 --- a/docs/Forms/Form_Create.md +++ b/docs/Forms/Form_Create.md @@ -16,9 +16,9 @@ | File Upload | Upload documents/images | ### File Upload Options: -- ✅ Accepted file types -- ✅ Maximum file size (MB) -- ✅ Allow multiple files +- Accepted file types +- Maximum file size (MB) +- Allow multiple files **Screenshot1:** Step 1 — Create the Form @@ -72,9 +72,9 @@ - Form status changes to **Completed** - Navigate: **Dashboard → Forms** - View actions under **Actions menu**: - - 🔎 **Audit** – view submission logs - - 👁 **View** – check individual submission -- 📥 **Download all submissions as CSV** + - **Audit** – view submission logs + - **View** – check individual submission +- **Download all submissions as CSV** **Screenshot1:** diff --git a/docs/Forms/Form_Document_Storage.md b/docs/Forms/Form_Document_Storage.md index a338a2d..ac59745 100644 --- a/docs/Forms/Form_Document_Storage.md +++ b/docs/Forms/Form_Document_Storage.md @@ -1,16 +1,53 @@ -# **Steps to We view all Document and Attachment** +# **Navigate to view Submitted Form with Attachments** -- All forms and files are stored in the **selected folder** +## **Step1: Navigate to view Single Submitted Form with Attachment** + + +- All forms and files are stored in the **Doculan Storage** - You can **view, download, and print** submissions(Forms) & attachments(pdf, word, etc...) +- Go to **Dashboard → Forms** +- Click **Action → Details** +- We can see the Submitted Form with their Attachment + **Screenshot1:** +Step 1 — view all Docs + +**Screenshot2:** + Step 1 — view all Docs ----> The above **Screenshot** represent that how to **View Single Forms and Attachments.** +---> The above **Screenshots** represent that how to **View Single Submitted Form with Attachment.** + +## **Step2: Navigate to view Overall Submitted Form with Attachments** + +- Go to **Dashboard → Forms** +- Click **Action → Details** +- We can see the Submitted Forms with their Attachments + +**Screenshot1:** + +Step 2 — view all Docs **Screenshot2:** Step 2 — view all Docs ----> The above **Screenshot** represent that how to **View all Forms and Attachments.** \ No newline at end of file +---> The above **Screenshot** represent that how to **View all Overall Submitted Forms with Attachments.** + +## **Step3: Navigate to view Specific Recipient in Overall Submitted Forms with Attachments** + +- Go to **Dashboard → Forms** +- In **Specific Recipient** Form, then Click **Action → Details** +- We can see the **Specific Recipient's Submitted Form with their Attachment** + +**Screenshot1:** + +Step 2 — view all Docs + +**Screenshot2:** + +Step 2 — view all Docs + +---> The above **Screenshot** represent that how to **View Specific Recipient in Overall Submitted Forms with Attachments.** \ No newline at end of file diff --git a/docs/Forms/Form_Resend.md b/docs/Forms/Form_Resend.md index a3d5a4a..cf48866 100644 --- a/docs/Forms/Form_Resend.md +++ b/docs/Forms/Form_Resend.md @@ -1,9 +1,9 @@ -# ✅ **Steps to Resend the Form** +## **Step1: Navigate Resend the Form** - Go to **Dashboard → Forms** - Click **Action → Resend** - Recipient receives a new access email -> ✅ Useful for **expired forms** +> Useful for **expired forms** **Screenshot1:** @@ -11,8 +11,14 @@ ---> The above **Screenshot** represent that how to **Resend Form.** + +# **Step 2: Audit Trail** + +- Click **Audit Button** +- Check the timesheet from the audit trail. + **Screenshot2:** Step 2 — view all Docs ----> The above **Screenshot** represent that **Audit Workflow of Resend Form.** + The above **Screenshot** represent that **Audit Workflow of Resend Form.** diff --git a/docs/_clients/AmericanGreenSolutions.png b/docs/_clients/AmericanGreenSolutions.png new file mode 100644 index 0000000..cd75b26 Binary files /dev/null and b/docs/_clients/AmericanGreenSolutions.png differ diff --git a/docs/_clients/AutismCareTherapy.png b/docs/_clients/AutismCareTherapy.png new file mode 100644 index 0000000..fada4d9 Binary files /dev/null and b/docs/_clients/AutismCareTherapy.png differ diff --git a/docs/_clients/MaryKennedy.png b/docs/_clients/MaryKennedy.png new file mode 100644 index 0000000..d73210f Binary files /dev/null and b/docs/_clients/MaryKennedy.png differ diff --git a/docs/_coverpage.md b/docs/_coverpage.md new file mode 100644 index 0000000..6e555a6 --- /dev/null +++ b/docs/_coverpage.md @@ -0,0 +1,16 @@ +![logo](_media\docu-mini-logo.png ':size=8%') + +![Doculan](_media\doculan-mini.png ':size=10%') + + +>Doculan is an all-in-one platform to create documents and forms, manage contacts, and securely E-sign files with ease. + +- Simple and lightweight + +> Clients + +![autismcaretherapy](_clients\AutismCareTherapy.png ':size=10%')       ![marykennedy](_clients\MaryKennedy.png ':size=10%')      ![americangreensolutions](_clients\AmericanGreenSolutions.png ':size=10%') + + +[GitHub](https://github.com/virtualansoftware/doculan-tutorials/tree/main/docs) +[Getting Started](README.md) \ No newline at end of file diff --git a/docs/_media/docu-mini-logo.png b/docs/_media/docu-mini-logo.png new file mode 100644 index 0000000..1730d78 Binary files /dev/null and b/docs/_media/docu-mini-logo.png differ diff --git a/docs/_media/doculan-mini.png b/docs/_media/doculan-mini.png new file mode 100644 index 0000000..e4333b2 Binary files /dev/null and b/docs/_media/doculan-mini.png differ diff --git a/docs/_navbar.md b/docs/_navbar.md deleted file mode 100644 index 06e0e7d..0000000 --- a/docs/_navbar.md +++ /dev/null @@ -1,3 +0,0 @@ - diff --git a/docs/_sidebar.md b/docs/_sidebar.md index 12a8222..dc99c08 100644 --- a/docs/_sidebar.md +++ b/docs/_sidebar.md @@ -1,40 +1,56 @@ - [Getting started](README.md) -- [Doculan‚ eSign Instructions](E_Sign\doculan_eSign_Instructions) + +--- - - [E-Sign](#E_Sign\e-sign) - - [How to send single party document?](E_Sign\single-party-document.md) - - [How to send multiple party document?](E_Sign\multiple-party-document.md) - - [How to send Bulk mail?](E_Sign\bulk-mail.md) - - [How to cancel eSign document?](E_Sign\cancel-esign-document.md) - - [How to decline eSign document?](E_Sign\decline-esign-document.md) - - [How to resend eSign document?](E_Sign\resend-esign-document.md) +- **E-Sign** + - [How to send single party document?](E_Sign\single-party-document.md) + - [How to send multiple party document?](E_Sign\multiple-party-document.md) + - [How to send Bulk mail?](E_Sign\bulk-mail.md) + - [How to cancel eSign document?](E_Sign\cancel-esign-document.md) + - [How to decline eSign document?](E_Sign\decline-esign-document.md) + - [How to resend eSign document?](E_Sign\resend-esign-document.md) - - [E-Sign Template](#E_Sign\e-sign-template) - - [What is Myself / Team template?](E_Sign\myself-or-team-template.md) - - [How to create template?](E_Sign\create-template.md) - - [How to update template?](E_Sign\update-template.md) - - [How to delete template?](E_Sign\delete-template.md) +--- - - [Share Document](#E_Sign\share-document) - - [How to share document?](E_Sign\share-document.md) - - [How to resend shared document?](E_Sign\resend-shared-document.md) - - [How to cancel shared document?](E_Sign\cancel-shared-document.md) +- **E-Sign Template** + - [What is Myself / Team template?](E_Sign\myself-or-team-template.md) + - [How to create template?](E_Sign\create-template.md) + - [How to update template?](E_Sign\update-template.md) + - [How to delete template?](E_Sign\delete-template.md) +--- -- **Form Management in Doculan** +- **Share Document** + - [How to share document?](E_Sign\share-document.md) + - [How to resend shared document?](E_Sign\resend-shared-document.md) + - [How to cancel shared document?](E_Sign\cancel-shared-document.md) + +--- + +- **Form Management** - [How to Create and Send Forms ](Forms/Form_Create.md) - - [How do view all Document and attachment](Forms/Form_Document_Storage.md) + + - [How do view Submitted Form with attachments](Forms/Form_Document_Storage.md) - [How to Clone Form](Forms/Form_Clone.md) - [How to Cancel Form](Forms/Form_Cancel.md) - [How to Delete Form](Forms/Form-Delete.md) - [How to Resend Form](Forms/Form_Resend.md) -- **Contact Management in Doculan** +--- + +- **Contact Management** - [Create Contact](Contacts/Contact_Create.md) - [Update Contact](Contacts/Contact-Update.md) - [Delete Contact](Contacts/Contact-Delete.md) - -- **Document Management in Doculan** + +--- + +- **Document Management** - [Create Document](Document/Documents_Create.md) - - [upload Document](Document/Documents_Upload.md) \ No newline at end of file + - [upload Document](Document/Documents_Upload.md) + +--- + +- **Release Notes** + - [Newly Released Features](releaseNotes.md) \ No newline at end of file diff --git a/docs/releaseNotes.md b/docs/releaseNotes.md new file mode 100644 index 0000000..c413a7a --- /dev/null +++ b/docs/releaseNotes.md @@ -0,0 +1,56 @@ +# Release Notes – New Enhancements + +#### *Overview* +1. *PDF Scrolling: You can now scroll to the next page in the PDF (from the recipient's pdf viewer page, pdf esign page, signing page, shared document page)* +2. *Tab Navigation: Pressing the Tab key will move the focus to the next field. (recipient's signing page)* +3. *Auto-Resize Fields: When entering values in Text, Email, Number, or Initial fields, the input box will automatically expand to the right. (signing page)* + +--- + +## Features + +### 1. **PDF Scrolling Improvements** + +Users can now smoothly scroll to the next page within PDFs across all relevant modules. +This enhancement improves the reading and signing experience, especially for multi-page documents. + +Screenshot for Document + +#### Available in: +- PDF Viewer Page +- PDF eSign Page +- Signing Page +- Shared Document Page(Only View and Downloadable PDF file) + +--- + +### 2. **Enhanced Tab Navigation** + +Pressing the Tab key now correctly shifts the focus to the next input field while signing documents. +This improves accessibility and speeds up the form-filling process. + +Screenshot for Document + +#### Available in: +- PDF Viewer Page +- PDF e-Sign Page +- Signing Page + +--- + +### 3. **Auto-Resizing Input Fields** + +Text-based input fields now automatically expand horizontally as users type, ensuring the entered value is always visible without manual resizing. + +Screenshot for Document + +#### Applies to: + +- Text Fields +- Email Fields +- Number Fields +- Initial Fields + + \ No newline at end of file diff --git a/docs/screenshots/E-Sign_Images/Create_and_Upload_Document1.png b/docs/screenshots/E-Sign_Images/Create_and_Upload_Document1.png new file mode 100644 index 0000000..06e7706 Binary files /dev/null and b/docs/screenshots/E-Sign_Images/Create_and_Upload_Document1.png differ diff --git a/docs/screenshots/E-Sign_Images/Create_and_Upload_Document.png b/docs/screenshots/E-Sign_Images/Create_and_Upload_Document2.png similarity index 100% rename from docs/screenshots/E-Sign_Images/Create_and_Upload_Document.png rename to docs/screenshots/E-Sign_Images/Create_and_Upload_Document2.png diff --git a/docs/screenshots/Forms/AllDoc1.png b/docs/screenshots/Forms/AllDoc1.png index 5f7217d..cdbfd07 100644 Binary files a/docs/screenshots/Forms/AllDoc1.png and b/docs/screenshots/Forms/AllDoc1.png differ diff --git a/docs/screenshots/Forms/Form-OverAllSub2.png b/docs/screenshots/Forms/Form-OverAllSub2.png index 8591b8f..3b6b75b 100644 Binary files a/docs/screenshots/Forms/Form-OverAllSub2.png and b/docs/screenshots/Forms/Form-OverAllSub2.png differ diff --git a/docs/screenshots/Forms/OverallForm.png b/docs/screenshots/Forms/OverallForm.png new file mode 100644 index 0000000..3c707a1 Binary files /dev/null and b/docs/screenshots/Forms/OverallForm.png differ diff --git a/docs/screenshots/Forms/SpecRecpt-Form.png b/docs/screenshots/Forms/SpecRecpt-Form.png new file mode 100644 index 0000000..678792b Binary files /dev/null and b/docs/screenshots/Forms/SpecRecpt-Form.png differ diff --git a/docs/screenshots/Forms/SpecRecptDetail-Form.png b/docs/screenshots/Forms/SpecRecptDetail-Form.png new file mode 100644 index 0000000..0642cf9 Binary files /dev/null and b/docs/screenshots/Forms/SpecRecptDetail-Form.png differ diff --git a/docs/screenshots/Forms/ViewSingleForm.png b/docs/screenshots/Forms/ViewSingleForm.png new file mode 100644 index 0000000..a9d9f41 Binary files /dev/null and b/docs/screenshots/Forms/ViewSingleForm.png differ diff --git a/docs/screenshots/releaseNotes/Auto-Resizing_Input_Fields.png b/docs/screenshots/releaseNotes/Auto-Resizing_Input_Fields.png new file mode 100644 index 0000000..387abb0 Binary files /dev/null and b/docs/screenshots/releaseNotes/Auto-Resizing_Input_Fields.png differ diff --git a/docs/screenshots/releaseNotes/PDF_Scrolling.png b/docs/screenshots/releaseNotes/PDF_Scrolling.png new file mode 100644 index 0000000..4d42a69 Binary files /dev/null and b/docs/screenshots/releaseNotes/PDF_Scrolling.png differ diff --git a/docs/screenshots/releaseNotes/TAB_Navigation.png b/docs/screenshots/releaseNotes/TAB_Navigation.png new file mode 100644 index 0000000..ca39494 Binary files /dev/null and b/docs/screenshots/releaseNotes/TAB_Navigation.png differ