Muralidharan

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">
 

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-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.  

docs/E_Sign/multiple-party-document.md

@@ -16,13 +16,14 @@ Switch to the **Parties** tab to define recipients.
   <summary><b>Steps to Add Parties</b></summary>
 
 1. By default, you'll see **Party 1** already listed.  
-2. Fill in the details for **Party 1**:
+<!-- 2. Fill in the details for **Party 1**:
    - **Name**
    - **Email Address**
    - **Signature**
-   - **Initial** etc at the respective places. 
-3. Click the **Add Party** button to create additional recipients.  
-4. Fill in their details (Party 2, Party 3, etc.).  
+   - **Initial** etc at the respective places.  -->
+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:

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.

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  
 
-   <img src=" screenshots\E-Sign_Images\Resend_pending_status.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+<img src=" screenshots\E-Sign_Images\Resend_pending_status.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
 
 ---
 

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-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.  
 
 <img src=" screenshots\E-Sign_Images\SharedDocument_Resend_Or_Cancel.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="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.
 
 <img src=" screenshots\E-Sign_Images\Resend_Popup.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="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.
 
 <img src=" screenshots\E-Sign_Images\Resend_pending_status.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
 

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-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.