Skip to content
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
32 changes: 32 additions & 0 deletions docs/docs/help/New-Document/edit-document-before-sending.md
Original file line number Diff line number Diff line change
Expand Up @@ -25,3 +25,35 @@ OpenSign™ lets you polish your PDF before you send it out—whether you’re s

- **Rotate Page**
Options are provided to **rotate pages** in both **clockwise** and **counterclockwise** directions.

## Prefill widgets

Simply select the Prefill by Owner option from the right-side panel to view all available prefill widgets. Choose the desired widget and drag it into your document.
The Prefill Widgets feature allows document creators to enter specific information in advance before sending a document for signatures. This helps ensure that essential details — such as names, dates, emails, images, checkboxes, radio buttons, or custom text — are already filled in when recipients receive the document. Prefilled data remains locked and cannot be modified by signers.

<img width="800" alt="Prfill" src="https://github.com/user-attachments/assets/4794b2a9-acc0-4ef8-8110-076f0d90cc57" />

---

**🛠️ How It Works**
1. **Add Widgets to the Document**
- Open the right-side panel, select **Prefill Widgets**, then drag and drop the required widgets (Text, Date, Checkbox, Dropdown, Image, etc.) onto the document.

2. **Enter Prefill Value**
- Provide the default value (e.g., *"Company: OpenSign Labs"*, *Date: 30/09/2025*).
- For option-based widgets (Dropdown, Radio, Checkbox), choose the option to be prefilled.

**📋 Supported Widgets for Prefill**
- **Text Field** – Names, job titles, company names, contract IDs
- **Date Field** – Default signing date or contract start date
- **Dropdown** – Preselect an option
- **Radio Button** – Prefill with a selected choice
- **Checkbox** – Prefill as checked or unchecked
- **Image** – Insert a default image (e.g., logo or stamp)

## Add Widgets for Signers
Select the desired signer from the right-side panel, then drag and drop the widget onto the document.

📘 Learn more about [adding widgets for signers.](https://docs.opensignlabs.com/docs/help/New-Document/request-signatures/#add-widgets-for-signers)


2 changes: 1 addition & 1 deletion docs/docs/help/New-Document/widgets.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ sidebar_position: 3
title: Widgets in OpenSign
---

# 🧩 Understanding Widgets in OpenSign
# 🧩 Understanding the Number Widget

Widgets in **OpenSign** are interactive fields that you can place on your documents to collect information, signatures, or confirmations from recipients during the signing process.

Expand Down