+From the **Contacts** page, locate the desired contact and select the **Delete** option. A confirmation pop-up will appear—review the details and confirm the action to proceed. +Once confirmed, the contact is permanently removed from the system. This ensures your contact list remains organized, up to date, and relevant. + +--- + + # Steps to Delete Contact -1. Open the **Contacts** page to view all contacts. +1. Navigate to **Contacts** page to view all contacts. 2. Click the **Delete (trash icon)** next to the contact you want to remove. 3. Confirm by clicking **Delete**. 4. The contact will be deleted successfully. -**Screenshot1:** +**Screenshot 1:** -
+
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshots** represent that how to **Delete Contact.**
-
-**Demo Video:**
-
-
-
-
-
-
-
-
----> The above **Video** represent that how to **Delete Contact.**
\ No newline at end of file
+> The above **Screenshots** represent that how to **Delete Contact.**
\ No newline at end of file
diff --git a/docs/Contacts/Contact-Update.md b/docs/Contacts/Contact-Update.md
index 3c55d2b..69df723 100644
--- a/docs/Contacts/Contact-Update.md
+++ b/docs/Contacts/Contact-Update.md
@@ -1,48 +1,24 @@
+# How to Update Contact?
+
+This guide helps to **Update a contact in Doculan** allows you to keep recipient information accurate and up to date.+From the **Contacts** page, select the **edit** option, update the required details, and save the changes. The updated information is instantly reflected across all workflows where the contact is used. This ensures smooth communication and helps prevent errors caused by outdated information. + +--- + # 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. -3. Update the contact details (Name, Email, Phone Number, etc.). -4. Click **Save Changes**. -5. The contact information will be updated successfully. +1. Navigate to **Contacts** page to view your existing contacts. +2. Click the **Edit (pen icon)** next to the contact you want to customize. +3. Update the required details, such as **Name, Email, Phone Number**, or other relevant information. +4. Click **Save Changes** to apply the updates. +5. The contact information will be updated successfully and reflected across all related workflows. -**Screenshot1:** +**Screenshot 1:** -
+
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshots** represent that how to **Update Contact.**
-
-**Demo Video:**
-
-
-
-
-
-
-
-
----> The above **Video** represent that how to **Update Contact.**
\ No newline at end of file
+> The above **Screenshots** represent that how to **Update Contact.**
\ No newline at end of file
diff --git a/docs/Contacts/Contact_Create.md b/docs/Contacts/Contact_Create.md
index fc34896..f46261d 100644
--- a/docs/Contacts/Contact_Create.md
+++ b/docs/Contacts/Contact_Create.md
@@ -1,6 +1,16 @@
+# How to Create Contact?
+
+This guide helps to **Creating a Contact in Doculan** allows you to store essential recipient information for quicker form assignment and communication.+To add a contact, navigate to the **Contacts** section and click **Add Contact**. Enter the required details, such as the recipient’s **name, email address, and phone number**, then save the information. +Once saved, the contact becomes instantly available for use across forms and workflows, ensuring efficient and organized management of your recipient directory. + +--- + + + # Steps to Create Contact -1. Open the **Doculan Dashboard** and go to the **Contacts** section. +1. Navigate to **Doculan Dashboard** and then Click **Contacts** section. 2. Click on **Add Contact**. 3. Fill in all required details such as: - Full Name @@ -8,13 +18,13 @@ - Mobile Number - Other optional fields 4. Click **Add Contact** to save. -5. The contact will be successfully created and stored in the system. +5. The contact will be **successfully created and stored in the Doculan Storage.** -**Screenshot1:** +**Screenshot 1:**
----> The above **Screenshot** represent that how to **Create Contact.**
+> *The above **Screenshot** represent that how to **Create Contact.***
**Demo Video:**
@@ -34,19 +44,17 @@
}
-
-
-
-
-
----> The above **Video** represent that how to **Create Contact.**
\ No newline at end of file
+> The above **Video** represent that how to **Create,Update and Delete Contact.**
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Document/Documents_Compare.md b/docs/Document/Documents_Compare.md
new file mode 100644
index 0000000..5a58c84
--- /dev/null
+++ b/docs/Document/Documents_Compare.md
@@ -0,0 +1,89 @@
+# How to Versioning & Comparison Document?
+
+This guide explains how to **Compare** different versions of a document in Doculan using the built-in **Versioning and Comparison feature**. The comparison tool allows you to review revisions, track changes, and ensure document accuracy before finalizing or sharing.
+
+Each time a document is edited and saved, the system automatically maintains a version history. Users can compare the current version with previous versions to clearly identify modifications, additions, and deletions.
+
+This feature helps:
+- Track document revisions over time.
+- Review changes before finalizing.
+- Maintain audit clarity.
+- Prevent accidental content loss.
+
+## Step 1: Accessing the Compare Feature
+
+1. Open the document in the **Document** Editor.
+2. Navigate to the **top-right corner** of the editor.
+3. Click the **Compare** button to access available document versions.
+
+**Screenshot 1**
+
+
+
+---
+
+## Step 2: Comparing Document Versions
+
+4. Select the version you want to **compare** with the current version.
+5. The editor will display a **side-by-side or highlighted** comparison view.
+6. Changes will be clearly marked to distinguish revisions.
+
+**Screenshot 2**
+
+
+
+The comparison view highlights:
+
+ - **Added content**
+ - **Removed content**
+ - **Modified text**
+
+> This allows users to quickly review differences without manually scanning the entire document.
+
+---
+
+## Step 3: Reviewing Changes
+
+The comparison interface provides a clear visual representation of updates, making it easy to:
+
+- Verify corrections.
+- Confirm content updates.
+- Review collaborative edits.
+- Ensure document accuracy before sending or publishing.
+
+> Once the review is complete, users may proceed with further edits or finalize the document as needed.
+
+---
+
+## Step 4: Tracking the History
+
+Click the **History** button in the **Document Editor** to verify the document’s version history.
+
+The **History panel** displays a chronological list of all saved versions, including details such as:
+
+- Version number
+- Date of modification
+- User who made the changes
+
+**Screenshot 3**
+
+
+
+From this panel, you can review previous versions and select a specific version to **compare** with the current document. This helps ensure transparency, track revisions accurately, and maintain full control over document updates.
+
+**Screenshot 4**
+
+
+
+> The above screenshots represent the **File History** and **Version History** popups, displaying the document’s saved versions and allowing users to view or compare previous versions for accurate revision tracking.
+
+---
+
+## Best Practices
+
+- Save documents regularly to maintain version history.
+- Use clear version naming (if applicable).
+- Compare versions before sending important documents.
+- Review changes carefully in multi-party collaboration scenarios.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Document/Documents_Create.md b/docs/Document/Documents_Create.md
index bc13add..6617aaa 100644
--- a/docs/Document/Documents_Create.md
+++ b/docs/Document/Documents_Create.md
@@ -1,26 +1,65 @@
-# Steps to Create a New Document
+# How to Create Document?
-1. Go to **Doculan Dashboard → Documents → Create**
-2. Choose your preferred method:
- - **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**
- - **Increase / Decrease** font size
- - Insert **images**, **logos**, or **pages**
-5. Doculan provides **spell check** to ensure accuracy
-6. Save the document (**PDF format only**)
+This guide explains how to **Create a document in Doculan** allows you to build professional, fully customizable files either manually or with AI assistance. You can edit text, apply formatting, adjust styles, and insert images or additional pages to structure your document effectively. Built-in spell check ensures accuracy before saving your work.+Once completed, the document can be saved and exported in PDF format for secure storage, sharing, and distribution. -**Screenshot1:** +--- -
-**Screenshot2:**
+## Step 1: Steps to Create a New Document
-
+1. Navigate to the **Doculan Dashboard**.
+2. Select **Documents** from the main menu.
+3. Click the **Create** button to start creating a new document.
----> The above **Screenshots** represent that how to **Create a new Document.**
+**Screenshot 1**
+
+
+
+---
+
+## Step 2: Choose Document Creation Method
+
+4. A popup appears with the message:
+ **“Create with AI or Create Manually”**
+
+**Screenshot 2**
+
+
+
+---
+
+## Step 3: Enter Document Type
+
+5. Enter the required **Document Type** to auto-generate the document.
+
+**Alternatively:**
+
+- Click **Create Manully** to proceed with manual document creation.
+
+**Screenshot 3**
+
+
+
+---
+
+## Step 4: Use the Document Editor and Format the Document
+
+6. The **Document Editor** opens with full editing capabilities.
+7. All editing panels are fully **draggable**, allowing you to reposition them anywhere around the document workspace for enhanced flexibility and convenience.
+
+You can format the document using the following options:
+
+- Change **font styles** and **text colors**
+- Increase or decrease **font size**
+- Insert **images**, **logos**, or **additional pages**
+- Use **spell check** to ensure content accuracy
+
+**Screenshot 4**
+
+
+
+---
**Demo Video:**
@@ -40,16 +79,17 @@
}
-
+
+
+2. This will open a “Save & E-Sign” pop-up window.
+ - Enter the Document Name.
+ - Click Save & Continue.
+
+
+
+3. A new pop-up will then appear, prompting you to select a folder for file upload.
+
+
+
+4. Choose the appropriate folder and confirm to proceed to the E-Sign configuration.
+
+
+
+> After configuring the **E-Sign document**, add the required fields (such as **Signature, Text, or Date fields**) to proceed with the E-Sign process.
\ No newline at end of file
diff --git a/docs/Document/Documents_Upload.md b/docs/Document/Documents_Upload.md
index 6815392..61b5f10 100644
--- a/docs/Document/Documents_Upload.md
+++ b/docs/Document/Documents_Upload.md
@@ -1,49 +1,52 @@
-# Steps to Upload to Doculan Storage
-
-- Documents can be saved **locally** or in **Doculan Storage**
-- If saving to Doculan storage:
- - Select the correct **folder path / storage path**
- - Upload the **PDF file**
-
-**Screenshot1:**
-
-
-
-**Screenshot2:**
-
-
-
----> The above **Screenshots** represent that how to **Upload Document.**
-
-**Demo Video:**
-
-
-
-
+To upload a document, simply select the appropriate storage path, select your PDF file, and upload it to the designated folder. This ensures your documents are centrally organized and easily accessible for future workflows. By following this process, you can maintain structured document management and enable seamless retrieval whenever needed. + +--- + +## Step 1: Save the Document + +1. After creating or editing the document, click the **Save** button within the **Document Editor** to securely store your changes. + +**Screenshot 1** + +
+
+---
+
+## Step 2: Enter Document Name
+
+2. The **Save New File** popup appears.
+3. Enter the required **Document Name**.
+4. Click **Confirm Save** to proceed.
+
+**Screenshot 2**
+
+
+
+---
+
+## Step 3: Select Storage Location
+
+5. The **File Upload** popup appears.
+6. Select the required **folder** where the document should be stored in **Doculan Storage**.
+7. Click **Upload File** to save the document.
+
+**Screenshot 3**
+
+
+
+---
+
+## Step 4: Verify Saved Document
+
+8. The document is successfully uploaded and is now available in the selected folder within **Doculan Storage**, where it can be viewed and managed as needed.
+
+**Screenshot 4**
+
+
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
+
+---
diff --git a/docs/E_Sign/Co-Signer.md b/docs/E_Sign/Co-Signer.md
new file mode 100644
index 0000000..1b41eae
--- /dev/null
+++ b/docs/E_Sign/Co-Signer.md
@@ -0,0 +1,103 @@
+# How to Use the Co-Signer Option?
+
+The **Co-Signer** option allows multiple recipients to sign the same document at the same stage of the signing process. When recipients are configured as co-signers, they receive the **E-Sign email simultaneously** and can sign the document independently.
+
+This feature is useful when multiple parties need to approve or sign a document **in parallel** without waiting for another signer to complete their action.
+
+Using the **Co-Signer option**, you can:
+
+- Allow multiple recipients to **sign the document at the same time**.
+- Avoid delays caused by sequential signing.
+- Assign **parallel signing responsibilities**.
+- Maintain a flexible signing workflow.
+
+## Step 1: Add Recipients
+
+1. Open the **E-Sign Document Editor**.
+
+
+
+2. Enter the recipient’s **Name** and **Email Address**.
+
+
+
+> Add additional recipients as required.
+
+---
+
+## Step 2: Configure Co-Signing Order
+
+3. Locate the **Signing Order** or **Recipient Order section**.
+
+
+
+4. Drag and drop recipients to arrange their signing order.
+5. Place the recipients who should sign together in the **same signing level**.
+
+
+
+6. Recipients placed at the same level will act as Co-Signers.
+
+
+
+> If all recipients are placed in the **same signing order**, it becomes an **unordered signing process**. In this case, all recipients will receive the **E-Sign email simultaneously** and can sign the document independently.
+
+---
+
+## Step 3: Send the Document
+
+7. Review the recipient order and field assignments.
+8. Click Send to deliver the document.
+
+
+
+---
+
+## Signing Process
+
+- **Co-Signers receive the E-Sign email at the same time**.
+- Each signer can open the document and complete their signature independently.
+- The document moves to the next recipient only after all co-signers have completed signing.
+
+---
+
+## Example Workflow
+
+- Recipient 1 & Recipient 2 → **Co-Signers** (receive the email simultaneously)
+- Recipient 3 → Receives the document after **both co-signers complete the signing process**.
+- Recipient 1, Recipient 2 & Recipient 3 → If all recipients are placed in the **same signing order**. In this case, all recipients will receive the **E-Sign email simultaneously** and can sign the document independently.
+
+---
+
+**Demo Video:**
+
+
+
+
-
----> The above **Video** represent that how to **Create Document.**
+> The above **Video** represent that how to **Create a document in Doculan**, guiding you through each step of the document creation process within the platform..
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Document/Documents_E-sign.md b/docs/Document/Documents_E-sign.md
new file mode 100644
index 0000000..9a0cc44
--- /dev/null
+++ b/docs/Document/Documents_E-sign.md
@@ -0,0 +1,27 @@
+# How to use E-Sign in the Document Editor?
+
+The **E-Sign** feature allows you to convert a standard document into an E-Sign document directly from the **Document Editor**. This enables you to add recipients, insert signature fields, and prepare the document for electronic signing.
+
+---
+
+## Steps to Open the E-Sign in Document Editor
+
+1. After completing your document in the **Document Editor**, click the **E-Sign** icon to proceed with configuring the document for electronic signing.
+
+
+
+2. This will open a “Save & E-Sign” pop-up window.
+ - Enter the Document Name.
+ - Click Save & Continue.
+
+
+
+3. A new pop-up will then appear, prompting you to select a folder for file upload.
+
+
+
+4. Choose the appropriate folder and confirm to proceed to the E-Sign configuration.
+
+
+
+> After configuring the **E-Sign document**, add the required fields (such as **Signature, Text, or Date fields**) to proceed with the E-Sign process.
\ No newline at end of file
diff --git a/docs/Document/Documents_Upload.md b/docs/Document/Documents_Upload.md
index 6815392..61b5f10 100644
--- a/docs/Document/Documents_Upload.md
+++ b/docs/Document/Documents_Upload.md
@@ -1,49 +1,52 @@
-# Steps to Upload to Doculan Storage
-
-- Documents can be saved **locally** or in **Doculan Storage**
-- If saving to Doculan storage:
- - Select the correct **folder path / storage path**
- - Upload the **PDF file**
-
-**Screenshot1:**
-
-
-
-**Screenshot2:**
-
-
-
----> The above **Screenshots** represent that how to **Upload Document.**
-
-**Demo Video:**
-
-
-
-
-
-
-
-
----> The above **Video** represent that how to **Upload Document.**
+# How to Save Document?
+
+This guide helps to **Save a document to Doculan** allows you to securely store and manage files within the platform. +To upload a document, simply select the appropriate storage path, select your PDF file, and upload it to the designated folder. This ensures your documents are centrally organized and easily accessible for future workflows. By following this process, you can maintain structured document management and enable seamless retrieval whenever needed. + +--- + +## Step 1: Save the Document + +1. After creating or editing the document, click the **Save** button within the **Document Editor** to securely store your changes. + +**Screenshot 1** + +
+
+---
+
+## Step 2: Enter Document Name
+
+2. The **Save New File** popup appears.
+3. Enter the required **Document Name**.
+4. Click **Confirm Save** to proceed.
+
+**Screenshot 2**
+
+
+
+---
+
+## Step 3: Select Storage Location
+
+5. The **File Upload** popup appears.
+6. Select the required **folder** where the document should be stored in **Doculan Storage**.
+7. Click **Upload File** to save the document.
+
+**Screenshot 3**
+
+
+
+---
+
+## Step 4: Verify Saved Document
+
+8. The document is successfully uploaded and is now available in the selected folder within **Doculan Storage**, where it can be viewed and managed as needed.
+
+**Screenshot 4**
+
+
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
+
+---
diff --git a/docs/E_Sign/Co-Signer.md b/docs/E_Sign/Co-Signer.md
new file mode 100644
index 0000000..1b41eae
--- /dev/null
+++ b/docs/E_Sign/Co-Signer.md
@@ -0,0 +1,103 @@
+# How to Use the Co-Signer Option?
+
+The **Co-Signer** option allows multiple recipients to sign the same document at the same stage of the signing process. When recipients are configured as co-signers, they receive the **E-Sign email simultaneously** and can sign the document independently.
+
+This feature is useful when multiple parties need to approve or sign a document **in parallel** without waiting for another signer to complete their action.
+
+Using the **Co-Signer option**, you can:
+
+- Allow multiple recipients to **sign the document at the same time**.
+- Avoid delays caused by sequential signing.
+- Assign **parallel signing responsibilities**.
+- Maintain a flexible signing workflow.
+
+## Step 1: Add Recipients
+
+1. Open the **E-Sign Document Editor**.
+
+
+
+2. Enter the recipient’s **Name** and **Email Address**.
+
+
+
+> Add additional recipients as required.
+
+---
+
+## Step 2: Configure Co-Signing Order
+
+3. Locate the **Signing Order** or **Recipient Order section**.
+
+
+
+4. Drag and drop recipients to arrange their signing order.
+5. Place the recipients who should sign together in the **same signing level**.
+
+
+
+6. Recipients placed at the same level will act as Co-Signers.
+
+
+
+> If all recipients are placed in the **same signing order**, it becomes an **unordered signing process**. In this case, all recipients will receive the **E-Sign email simultaneously** and can sign the document independently.
+
+---
+
+## Step 3: Send the Document
+
+7. Review the recipient order and field assignments.
+8. Click Send to deliver the document.
+
+
+
+---
+
+## Signing Process
+
+- **Co-Signers receive the E-Sign email at the same time**.
+- Each signer can open the document and complete their signature independently.
+- The document moves to the next recipient only after all co-signers have completed signing.
+
+---
+
+## Example Workflow
+
+- Recipient 1 & Recipient 2 → **Co-Signers** (receive the email simultaneously)
+- Recipient 3 → Receives the document after **both co-signers complete the signing process**.
+- Recipient 1, Recipient 2 & Recipient 3 → If all recipients are placed in the **same signing order**. In this case, all recipients will receive the **E-Sign email simultaneously** and can sign the document independently.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** Represent how to use the **Co-Signer** feature to sign a document, providing a step-by-step walkthrough of the complete signing process.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/E_Sign/bulk-mail.md b/docs/E_Sign/bulk-mail.md
index a371075..f48ca89 100644
--- a/docs/E_Sign/bulk-mail.md
+++ b/docs/E_Sign/bulk-mail.md
@@ -1,36 +1,43 @@
# How to Send Bulk Mail in Doculan?
-This guide explains how to send **bulk e-sign documents** to multiple recipients at once.
-Bulk e-sign helps automate sending the same contract or form (like NDAs, consent forms, or offer letters) to many users simultaneously — each receiving their own personalized copy.
+This guide provides a comprehensive overview of how to distribute **bulk e-sign documents** to multiple recipients simultaneously within Doculan.
+
+The Bulk E-Sign feature empowers organizations to efficiently circulate identical contracts or forms—such as NDAs, consent agreements, or offer letters—to numerous recipients at once. Each recipient receives a secure, personalized copy for individual signing, ensuring both efficiency and compliance.
---
-## Overview
-In bulk mode:
-- One template or document is sent to **many recipients**.
-- Each recipient gets a **separate document** for signing.
-- You can import recipient details manually or via **CSV file**.
-- The system tracks each email independently and provides a complete audit trail.
+When utilizing Bulk Mode:
+- A single document or template is distributed to **multiple recipients**.
+- Each recipient receives a **distinct and secure copy** for signing.
+- Recipient details may be entered manually or imported via a **CSV file**.
+- The system independently tracks each document and maintains a comprehensive audit trail for full transparency and compliance.
---
-## Step 1 — Open the Bulk Mail Setup
+## Step 1: Open the Bulk Mail Setup
-1. Go to your **Dashboard**.
+1. Navigate to your **Dashboard**.
2. Locate the folder containing your e-sign-ready document.
3. Click the **⋮ (three dots)** menu under the **Actions** column.
-4. Select **E-Sign** to open the configuration page.
+4. Select **E-Sign** to enter the configuration page.
5. Click **Send Mail**, then choose the **Bulk Mail** option.
---
-## Step 2 — Prepare Your Document Fields
+## Step 2: Prepare Your Document Fields
+
+Before proceeding, ensure that the document includes all necessary fields, such as:
+- Signature
+- Name
+- Email
+- Date
+- Text or additional required input fields
-Ensure the document has all the required **signature**, **text**, **date**, and **email** fields configured before bulk sending.
+All fields must be correctly assigned and saved prior to **bulk** sending.
-> **Tip:** You can save a document as a **template** so that each bulk recipient gets an identical copy with predefined fields.
+> **Tip:** Save the document as a reusable Template to ensure consistency across all distributed copies.
@@ -51,14 +58,15 @@ You can add recipients in two ways:
### Option 1: Upload CSV File
-
+Uploading a **CSV file** is the most efficient method when distributing documents at scale.
+
#### CSV File Format Example
@@ -82,15 +90,17 @@ You can add recipients in two ways:
| Sarah Lee | sarah@example.com | Virtualan | HR |
| Amit Patel | amit@example.com | Virtualan | Legal | -->
-**Each line = one recipient’s document**
-All the documents are generated and sent individually.
+**Each row in the CSV file represents one recipient and generates one unique document.**
+> *All documents are securely created and delivered individually.*
---
### Option 2: Enter Manually
-Steps to Upload CSV File
1. Click **Upload CSV File**. -2. Choose a file from your computer that follows the required format. -3. Doculan reads each row as one recipient. -4. Verify the uploaded data in the preview table. -5. Click **Validate** to ensure all email addresses are correctly formatted. +2. Select a properly formatted **CSV file** from your device. +3. The system will interpret each row as an individual recipient. +4. Review the preview table to verify accuracy. +5. Click **Validate** to confirm proper email formatting and data structure.
+For smaller distributions, recipients may be entered directly.
+
+
+> *This method offers flexibility when handling a limited number of recipients.*
---
-## Step 4 — Track Bulk Document Status
+## Step 4: Track Bulk Document Status
Once sent, return to your folder and click **Audit** on the corresponding bulk batch.
@@ -204,7 +215,7 @@ You’ll see:
- Recipient’s IP & device info
- Completed or declined status
-You can also export this data as a report for compliance records.
+> *You can also export this data as a report for compliance records.*
---
@@ -266,4 +277,37 @@ You can also export this data as a report for compliance records.
Now, you can efficiently manage hundreds of contracts or forms using Doculan’s bulk automation and AI-assisted tools.
+---
+
+**Demo Video:**
+
+
+
+
+
-> You can only cancel documents that are *not yet completed* or *not fully signed by all parties*.
+> You can only cancel documents that are *not yet completed* or *not fully signed by all parties*.
---
@@ -23,7 +24,7 @@ This guide explains how to cancel such eSign documents in **Doculan** and what h
After selecting **Cancel eSign**, a pop-up confirmation appears.
-
Steps to Enter Recipients Manually
1. In the **Recipients** text area, type details for each recipient. @@ -108,6 +118,7 @@ Amit Patel, amit@example.com
+> *This method offers flexibility when handling a limited number of recipients.*
---
-## Step 4 — Track Bulk Document Status
+## Step 4: Track Bulk Document Status
Once sent, return to your folder and click **Audit** on the corresponding bulk batch.
@@ -204,7 +215,7 @@ You’ll see:
- Recipient’s IP & device info
- Completed or declined status
-You can also export this data as a report for compliance records.
+> *You can also export this data as a report for compliance records.*
---
@@ -266,4 +277,37 @@ You can also export this data as a report for compliance records.
Now, you can efficiently manage hundreds of contracts or forms using Doculan’s bulk automation and AI-assisted tools.
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **send a document using the bulk email feature**.
+
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/cancel-esign-document.md b/docs/E_Sign/cancel-esign-document.md
index 079013c..4db5daf 100644
--- a/docs/E_Sign/cancel-esign-document.md
+++ b/docs/E_Sign/cancel-esign-document.md
@@ -1,8 +1,9 @@
-# How to Cancel an eSign Document?
+# How to Cancel an E-Sign Document?
-Sometimes you may need to **cancel an ongoing e-signature request** for example, if you sent it to the wrong recipient, updated the document, or no longer need it signed.
-This guide explains how to cancel such eSign documents in **Doculan** and what happens afterward.
+There may be occasions when it becomes necessary to **cancel an active e-signature request**—for instance, if the document was sent to an incorrect recipient, requires revision, or is no longer needed for signing.
+
+This guide outlines the proper procedure to cancel an eSign document in **Doculan**, along with the system actions that follow cancellation.
---
@@ -13,9 +14,9 @@ This guide explains how to cancel such eSign documents in **Doculan** and what h
3. Choose **Audit** to confirm the current activity and signer progress (optional).
4. Once confirmed, click the **Cancel eSign** option.
-
+
-> You can only cancel documents that are *not yet completed* or *not fully signed by all parties*.
+> You can only cancel documents that are *not yet completed* or *not fully signed by all parties*.
---
@@ -23,7 +24,7 @@ This guide explains how to cancel such eSign documents in **Doculan** and what h
After selecting **Cancel eSign**, a pop-up confirmation appears.
-
+
- You can verify recipient activity (viewed/unopened) by clicking the **Audit** button.
-
+
---
@@ -51,20 +48,20 @@ A confirmation popup appears with details of the document name and recipients.
_“Are you sure you want to cancel sharing this document? This action is irreversible.”_
- Click **Confirm** to proceed.
-
+
---
## Step 4: Verify the cancellation:
After confirming:
-- The document’s **Status** immediately changes to **Cancelled**.
+- The document’s **Status** immediately updated to **Cancelled**.
- All previously shared links become invalid.
- Recipients who attempt to open the link will see a message:
_“Access revoked — this document is no longer available.”_
- Click the **Audit** option to see the timestamps and recipient details.
-
+
---
@@ -80,6 +77,6 @@ After confirming:
---
- **You’ve successfully cancelled a shared document in Doculan!**
+> **You’ve successfully cancelled a shared document in Doculan!**
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/create-template.md b/docs/E_Sign/create-template.md
index de1391e..c9e757a 100644
--- a/docs/E_Sign/create-template.md
+++ b/docs/E_Sign/create-template.md
@@ -1,8 +1,8 @@
# 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.
+Creating a template in **Doculan eSign** allows you to **save time** by reusing predefined document layouts and field placements.
+Instead of setting up each eSign request from scratch, you can configure the document once and save it as a reusable template—ensuring consistency, efficiency, and accuracy across all future transactions.
You can create two kinds of templates in Doculan:
- **Myself Template:** Visible only to you (for personal or one-time use)
@@ -17,7 +17,7 @@ Templates store your field mapping, parties, and email configurations ready to r
- In the eSign editor page,
- After adding all fields and parties,
-- You'll find **Save E-Sign** Button.
+- You'll find **Create** Button.
@@ -37,21 +37,55 @@ When saving the template, you'll be prompted to choose between:
- Your new template is now saved successfully.
+> Your template is now successfully created and stored within the system.
---
## Step 3: Verify your saved template:
- Return to the **Template** tab.
-- In the dropdown, search for the template name you just created.
+- Use the dropdown or search bar to locate your newly saved template.
- Select it‚ your saved layout should load instantly.
-- Confirm that all fields, parties, and configurations are intact.
+- Verify that all fields, parties, and configurations load correctly.
---
**You've successfully created a Template in Doculan eSign!**
-You can now quickly load, edit, and reuse saved templates to speed up your document workflows.
+You can now quickly load, edit, and reuse saved templates to accelerate your document workflows and ensure consistent, efficient processing every time.
+
+---
+
+**Demo Video:**
+
+
+
+
Steps to Confirm Cancellation
1. Click **Cancel eSign** from the dropdown menu. @@ -44,7 +45,7 @@ When the document is cancelled: | Effect | Description | |--------|-------------| -| **Status Update** | Status changes to **Cancelled** immediately in the dashboard | +| **Status Update** | The document status changes instantly to **Cancelled** on 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."* | | **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 | @@ -53,9 +54,9 @@ When the document is cancelled: --- -## Step 4: Track Audit History +## Step 4: Review the Audit History -You can verify all cancellation events in the **Audit Trail**. +All cancellation activities can be verified through the **Audit Trail**. 1. Click the **Audit** button for the specific document. 2. The Audit page displays( all entries below with timestamp) diff --git a/docs/E_Sign/cancel-shared-document.md b/docs/E_Sign/cancel-shared-document.md index 10b7d30..0384421 100644 --- a/docs/E_Sign/cancel-shared-document.md +++ b/docs/E_Sign/cancel-shared-document.md @@ -1,11 +1,8 @@ # How to Cancel a Shared Document? -Sometimes, after sharing a document, you may need to **cancel or revoke access** — for example, if the wrong recipient was added or the document content has changed. -Doculan allows you to **cancel shared documents instantly**, preventing any further access or activity. +Sometimes, after sharing a document, you may need to **cancel or revoke access**—for example, if an incorrect recipient was added or the document content has been updated. +Doculan allows you to **cancel shared documents instantly**, immediately preventing any further access or activity and ensuring your document remains secure and under your control. ---- - -## Overview Cancelling a shared document: - Immediately **revokes access** for all recipients. @@ -13,7 +10,7 @@ Cancelling a shared document: - Updates the document status to **Cancelled**. - Keeps the original audit trail for record-keeping. -> Once cancelled, the document cannot be reopened or signed unless resent as a new document. +> Once cancelled, the document cannot be reopened or accessed again. To share it, you must send it as a new document. --- @@ -22,14 +19,14 @@ Cancelling a shared document: ## Step 1: Identify the document to cancel: -- Look for the document currently marked as **Shared**. -- It eligible for cancellation. +- Locate the document currently marked as **Shared** in the Status column. +- Only documents with this status are eligible for cancellation.
- You can verify recipient activity (viewed/unopened) by clicking the **Audit** button.
-
+
---
@@ -51,20 +48,20 @@ A confirmation popup appears with details of the document name and recipients.
_“Are you sure you want to cancel sharing this document? This action is irreversible.”_
- Click **Confirm** to proceed.
-
+
---
## Step 4: Verify the cancellation:
After confirming:
-- The document’s **Status** immediately changes to **Cancelled**.
+- The document’s **Status** immediately updated to **Cancelled**.
- All previously shared links become invalid.
- Recipients who attempt to open the link will see a message:
_“Access revoked — this document is no longer available.”_
- Click the **Audit** option to see the timestamps and recipient details.
-
+
---
@@ -80,6 +77,6 @@ After confirming:
---
- **You’ve successfully cancelled a shared document in Doculan!**
+> **You’ve successfully cancelled a shared document in Doculan!**
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/create-template.md b/docs/E_Sign/create-template.md
index de1391e..c9e757a 100644
--- a/docs/E_Sign/create-template.md
+++ b/docs/E_Sign/create-template.md
@@ -1,8 +1,8 @@
# 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.
+Creating a template in **Doculan eSign** allows you to **save time** by reusing predefined document layouts and field placements.
+Instead of setting up each eSign request from scratch, you can configure the document once and save it as a reusable template—ensuring consistency, efficiency, and accuracy across all future transactions.
You can create two kinds of templates in Doculan:
- **Myself Template:** Visible only to you (for personal or one-time use)
@@ -17,7 +17,7 @@ Templates store your field mapping, parties, and email configurations ready to r
- In the eSign editor page,
- After adding all fields and parties,
-- You'll find **Save E-Sign** Button.
+- You'll find **Create** Button.
@@ -37,21 +37,55 @@ When saving the template, you'll be prompted to choose between:
- Your new template is now saved successfully.
+> Your template is now successfully created and stored within the system.
---
## Step 3: Verify your saved template:
- Return to the **Template** tab.
-- In the dropdown, search for the template name you just created.
+- Use the dropdown or search bar to locate your newly saved template.
- Select it‚ your saved layout should load instantly.
-- Confirm that all fields, parties, and configurations are intact.
+- Verify that all fields, parties, and configurations load correctly.
---
**You've successfully created a Template in Doculan eSign!**
-You can now quickly load, edit, and reuse saved templates to speed up your document workflows.
+You can now quickly load, edit, and reuse saved templates to accelerate your document workflows and ensure consistent, efficient processing every time.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **Create to create and save Template**
+
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/decline-esign-document.md b/docs/E_Sign/decline-esign-document.md
index 33ac703..0dc53d4 100644
--- a/docs/E_Sign/decline-esign-document.md
+++ b/docs/E_Sign/decline-esign-document.md
@@ -1,14 +1,14 @@
-
+
# How to Decline an eSign Document?
-In some cases, a signer may need to **decline** an eSign document for example, if the document contains incorrect information, unauthorized clauses, or was sent in error.
-This guide explains how recipients can **decline an e-sign request**, what happens after it's declined, and how senders can track this status in **Doculan**.
+In certain situations, a signer may need to **decline an eSign document** — for example, if it contains incorrect information, unauthorized clauses, or was sent in error.
+This guide explains how recipients can **decline an e-sign request**, what happens after it's declined, and how senders can track the declined status in **Doculan**.
---
## Step 1: Click "Decline" to Reject the Document
-You'll see action buttons at the right side of the document page:
+On the right side of the document page, the following action buttons are available:
- **AI Assist**
- **Submit**
- **Decline**
@@ -28,24 +28,24 @@ To decline:
A pop-up window appears with a text area labeled **Decline Document**.
-
+
-> Once you decline a document, it cannot be reopened or signed later.
+> Once a document has been declined, it cannot be reopened or signed at a later time.
> The sender must create a new eSign request if changes are made.
---
## Step 3: System Actions After Decline
-After the recipient declines the document:
+Upon confirmation, the system performs the following actions:
| Effect | Description |
|--------|-------------|
@@ -59,20 +59,15 @@ After the recipient declines the document:
## Step 4: Check the Audit Trail
-To confirm who declined and when:
+To verify the decline and review the document history:
1. Click **Audit** beside the document.
-2. The Audit page displays( all entries below with timestamp)
+2. The Audit page will display a complete timeline of activity, including:
- Document creation time
- Sent time
- Opened by
- Signed by
- Declined by [User Name]
-
@@ -81,9 +76,10 @@ To confirm who declined and when:
## Step 5: What Happens Next?
-After a document is declined:
+Once a document is declined:
- The document **e-sign workflow is terminated** immediately.
-- Other recipients in the sequence will not receive the document.
+- Any remaining recipients in the signing sequence will not receive the document.
+- The process must be re-initiated by the sender if revisions are required.
---
diff --git a/docs/E_Sign/default_e-sign-document.md b/docs/E_Sign/default_e-sign-document.md
new file mode 100644
index 0000000..d8135af
--- /dev/null
+++ b/docs/E_Sign/default_e-sign-document.md
@@ -0,0 +1,104 @@
+# How to use the default E-Sign Document?
+
+The **Default Signature** feature allows you to quickly sign your own document. This is ideal for internal approvals, personal agreements, or any situation where only your signature is required. It provides a fast, secure, and legally compliant way to finalize documents independently.
+
+---
+
+## Step 1: Create a Signature
+
+Here is the professionally structured version of your steps:
+
+1. Navigate to **Settings**.
+
+
+
+2. Select the **Signature** tab from the menu.
+
+
+
+> This will allow you to upload, draw, or type your signature for future use in documents.
+
+---
+
+## Step 2: Create Default Signature
+
+3. Click **Add Signature** to create and save your signature.
+
+- Users may:
+ - Upload an image file
+ - Draw a signature
+ - Type a signature (auto-generated format)
+
+
+
+4. After adding your signature, select it from the list and click **Set as Default** to make it your primary signature for future documents.
+
+
+
+5. You can add up to **five signatures** to your account. However, only **one signature** can be set as the **default signature** at a time.
+
+
+
+> The **default signature** will be automatically applied whenever you use the signing feature, unless you manually select a different saved signature.
+
+---
+
+## Step 3: Sign the Document Using the Default Signature
+
+6. Navigate to the selected document and open the **Action Menu**, then click the **Sign** button to begin the signing process.
+
+
+
+7. When you open the e-sign document, your **default signature** will be automatically applied to the designated signature field within the document.
+
+
+
+> Enter any required information, review the document carefully, and click **Submit** to complete the signing process.
+
+---
+
+## step 4: After Submitting
+
+- A pop-up message will appear confirming **Submission Successful**.
+- You can choose to view the signed document or download it as a ZIP file.
+
+
+
+**You have successfully signed the document using your default signature.**
+
+> The signing workflow operates within Doculan’s secure cloud environment, ensuring encrypted storage, controlled access, compliance support, and full traceability throughout the document lifecycle.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+> You can only delegate if the recipient has not yet signed the document.
+
+---
+
+# Step 2: Edit & Delegate Recipient Details
+
+2. The first recipient is not eligible for **delegation**, as they have already completed the **signing process**.
+
+
+
+3. The recipient details can be modified to **delegate** the document to another email address, provided the original recipient has not yet signed the document.
+
+
+
+> You may include a **CC email address** if you need to receive a copy of the completed document.
+
+---
+
+## Step 3: Update & Resend Email
+
+5. After completing the **delegation process**, select **Update** or **Update & Resend** to apply the changes and send the document to the updated recipient.
+
+
+
+- The document has been **successfully resent to the updated (delegated) recipient**.
+
+
+
+> Once the recipient details are updated, the original recipient will no longer have access to the document.
+
+---
+
+**Demo Video:**
+
+
+
+
+ _"Are you sure you want to delete this template permanently?"_ - Click **Permenantly Delete** button to proceed.
diff --git a/docs/E_Sign/doculan_eSign_Instructions.md b/docs/E_Sign/doculan_eSign_Instructions.md
index 4f6d523..c757c02 100644
--- a/docs/E_Sign/doculan_eSign_Instructions.md
+++ b/docs/E_Sign/doculan_eSign_Instructions.md
@@ -21,9 +21,10 @@ Currently, if no documents are sent for signing, the status will show as empty.
### AI Assist
-The **AI Assist** chatbot can be opened anytime by selecting **AI Assist** from the toolbar.
+> The **AI Assist** chatbot can be opened anytime by selecting **AI Assist** from the toolbar.
It allows you to ask questions about any document and get quick insights or summaries.
+© Doculan by [Virtualan Software](https://www.virtualan.io)
---
diff --git a/docs/E_Sign/multiple-party-document.md b/docs/E_Sign/multiple-party-document.md
index 29a6472..a4a98a9 100644
--- a/docs/E_Sign/multiple-party-document.md
+++ b/docs/E_Sign/multiple-party-document.md
@@ -1,18 +1,18 @@
# How to Send Multiple Party Document?
-This guide explains how to send a **multi-party e-sign document** in Doculan, where two or more recipients must review and sign the same document in a defined order.
-A **multi-party document** allows you to send one contract to multiple signers (Party 1, Party 2, Party 3, etc.).
-Each recipient receives the document **in sequence**, after the previous party has completed their signing.
+This guide explains how to send a **multi-party e-sign document** in Doculan, where two or more recipients are required to review and sign the same document in a defined sequence.
+
+A **multi-party document** enables you to send a single contract to multiple signatories (Party 1, Party 2, Party 3, etc.). Each recipient receives the document **in sequence**, only after the previous party has completed their signing process.
---
## Step 1: Add Multiple Parties
-Switch to the **Parties** tab to define recipients.
+Navigate to the **Parties** tab to define all recipients.
-
Steps to Confirm Decline
-1. Enter the reason +1. Enter a clear and appropriate reason for declining the document. 2. Click **Confirm Decline**. -3. The document will immediately be marked as **Declined**. +3. The document status will immediately update to **Declined**.
-> Once you decline a document, it cannot be reopened or signed later.
+> Once a document has been declined, it cannot be reopened or signed at a later time.
> The sender must create a new eSign request if changes are made.
---
## Step 3: System Actions After Decline
-After the recipient declines the document:
+Upon confirmation, the system performs the following actions:
| Effect | Description |
|--------|-------------|
@@ -59,20 +59,15 @@ After the recipient declines the document:
## Step 4: Check the Audit Trail
-To confirm who declined and when:
+To verify the decline and review the document history:
1. Click **Audit** beside the document.
-2. The Audit page displays( all entries below with timestamp)
+2. The Audit page will display a complete timeline of activity, including:
- Document creation time
- Sent time
- Opened by
- Signed by
- Declined by [User Name]
-
@@ -81,9 +76,10 @@ To confirm who declined and when:
## Step 5: What Happens Next?
-After a document is declined:
+Once a document is declined:
- The document **e-sign workflow is terminated** immediately.
-- Other recipients in the sequence will not receive the document.
+- Any remaining recipients in the signing sequence will not receive the document.
+- The process must be re-initiated by the sender if revisions are required.
---
diff --git a/docs/E_Sign/default_e-sign-document.md b/docs/E_Sign/default_e-sign-document.md
new file mode 100644
index 0000000..d8135af
--- /dev/null
+++ b/docs/E_Sign/default_e-sign-document.md
@@ -0,0 +1,104 @@
+# How to use the default E-Sign Document?
+
+The **Default Signature** feature allows you to quickly sign your own document. This is ideal for internal approvals, personal agreements, or any situation where only your signature is required. It provides a fast, secure, and legally compliant way to finalize documents independently.
+
+---
+
+## Step 1: Create a Signature
+
+Here is the professionally structured version of your steps:
+
+1. Navigate to **Settings**.
+
+
+
+2. Select the **Signature** tab from the menu.
+
+
+
+> This will allow you to upload, draw, or type your signature for future use in documents.
+
+---
+
+## Step 2: Create Default Signature
+
+3. Click **Add Signature** to create and save your signature.
+
+- Users may:
+ - Upload an image file
+ - Draw a signature
+ - Type a signature (auto-generated format)
+
+
+
+4. After adding your signature, select it from the list and click **Set as Default** to make it your primary signature for future documents.
+
+
+
+5. You can add up to **five signatures** to your account. However, only **one signature** can be set as the **default signature** at a time.
+
+
+
+> The **default signature** will be automatically applied whenever you use the signing feature, unless you manually select a different saved signature.
+
+---
+
+## Step 3: Sign the Document Using the Default Signature
+
+6. Navigate to the selected document and open the **Action Menu**, then click the **Sign** button to begin the signing process.
+
+
+
+7. When you open the e-sign document, your **default signature** will be automatically applied to the designated signature field within the document.
+
+
+
+> Enter any required information, review the document carefully, and click **Submit** to complete the signing process.
+
+---
+
+## step 4: After Submitting
+
+- A pop-up message will appear confirming **Submission Successful**.
+- You can choose to view the signed document or download it as a ZIP file.
+
+
+
+**You have successfully signed the document using your default signature.**
+
+> The signing workflow operates within Doculan’s secure cloud environment, ensuring encrypted storage, controlled access, compliance support, and full traceability throughout the document lifecycle.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** Represent how to use the **Default Signature** feature to sign a document, providing a step-by-step walkthrough of the complete signing process.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/E_Sign/delegate-email.md b/docs/E_Sign/delegate-email.md
new file mode 100644
index 0000000..e20e4a3
--- /dev/null
+++ b/docs/E_Sign/delegate-email.md
@@ -0,0 +1,82 @@
+# How to use Delegate Email?
+
+The **Delegate Email** feature allows a recipient to assign (delegate) the document to another person for signing. This is useful when the original recipient is unavailable or when signing authority belongs to someone else.
+
+It ensures flexibility while maintaining a secure and trackable signing workflow.
+
+---
+
+## Step 1: Open the Sent Document
+
+1. Open the Sent Documents section.
+
+- Locate the document.
+- Click the **Action Menu** (⋮ three dots) next to the document.
+- Select **Edit**.
+
+
+
+> You can only delegate if the recipient has not yet signed the document.
+
+---
+
+# Step 2: Edit & Delegate Recipient Details
+
+2. The first recipient is not eligible for **delegation**, as they have already completed the **signing process**.
+
+
+
+3. The recipient details can be modified to **delegate** the document to another email address, provided the original recipient has not yet signed the document.
+
+
+
+> You may include a **CC email address** if you need to receive a copy of the completed document.
+
+---
+
+## Step 3: Update & Resend Email
+
+5. After completing the **delegation process**, select **Update** or **Update & Resend** to apply the changes and send the document to the updated recipient.
+
+
+
+- The document has been **successfully resent to the updated (delegated) recipient**.
+
+
+
+> Once the recipient details are updated, the original recipient will no longer have access to the document.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **video** demonstrates how to use the **Delegate Email** feature in an e-sign document, providing a step-by-step walkthrough of updating recipient details before signing.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/E_Sign/delete-template.md b/docs/E_Sign/delete-template.md
index d844f7e..c749da5 100644
--- a/docs/E_Sign/delete-template.md
+++ b/docs/E_Sign/delete-template.md
@@ -29,8 +29,8 @@ You can delete:
## Step 2: Click the "Delete Template" button:
- After selecting the template, click the **Delete Template** button.
-- A confirmation prompt will appear asking:
- > "Are you sure you want to delete this template permanently?"
+- A confirmation prompt will appear asking:+ _"Are you sure you want to delete this template permanently?"_ - Click **Permenantly Delete** button to proceed.
diff --git a/docs/E_Sign/doculan_eSign_Instructions.md b/docs/E_Sign/doculan_eSign_Instructions.md
index 4f6d523..c757c02 100644
--- a/docs/E_Sign/doculan_eSign_Instructions.md
+++ b/docs/E_Sign/doculan_eSign_Instructions.md
@@ -21,9 +21,10 @@ Currently, if no documents are sent for signing, the status will show as empty.
### AI Assist
-The **AI Assist** chatbot can be opened anytime by selecting **AI Assist** from the toolbar.
+> The **AI Assist** chatbot can be opened anytime by selecting **AI Assist** from the toolbar.
It allows you to ask questions about any document and get quick insights or summaries.
+© Doculan by [Virtualan Software](https://www.virtualan.io)
---
diff --git a/docs/E_Sign/multiple-party-document.md b/docs/E_Sign/multiple-party-document.md
index 29a6472..a4a98a9 100644
--- a/docs/E_Sign/multiple-party-document.md
+++ b/docs/E_Sign/multiple-party-document.md
@@ -1,18 +1,18 @@
# How to Send Multiple Party Document?
-This guide explains how to send a **multi-party e-sign document** in Doculan, where two or more recipients must review and sign the same document in a defined order.
-A **multi-party document** allows you to send one contract to multiple signers (Party 1, Party 2, Party 3, etc.).
-Each recipient receives the document **in sequence**, after the previous party has completed their signing.
+This guide explains how to send a **multi-party e-sign document** in Doculan, where two or more recipients are required to review and sign the same document in a defined sequence.
+
+A **multi-party document** enables you to send a single contract to multiple signatories (Party 1, Party 2, Party 3, etc.). Each recipient receives the document **in sequence**, only after the previous party has completed their signing process.
---
## Step 1: Add Multiple Parties
-Switch to the **Parties** tab to define recipients.
+Navigate to the **Parties** tab to define all recipients.
-
+
@@ -41,10 +41,12 @@ When multiple parties are added, Doculan follows a **sequential signing** flow:
- **Party 1** receives the email first.
- Once Party 1 completes signing, the document is automatically sent to **Party 2**.
-- The sequence continues until all parties have signed.
+- The process continues in sequence until all parties have signed.
+> *This ensures an organized and structured signing process.*
+
---
@@ -62,16 +64,20 @@ Once your parties and fields are set:
+8. Move the recipient details to arrange them in the **desired signing order**.
+
+
+
> *Emails are sent sequentially to each party. You can also schedule the email for a future date/time.*
---
## Step 4: Track the Document
-After sending, navigate to your folder and click **Audit** for that document.
+After sending the document, navigate to the respective folder and select Audit for the document.
-You can view:
-- Party details (Name, Email)
+The Audit section provides:
+- Party details (Name and Email Address)
- Document status: *Sent, Opened, Signed, Completed, Expired, Declined*
- Timestamps for every action
- Sequential signing progress
@@ -79,33 +85,34 @@ You can view:
### Common Actions
| Action | Description |
|--------|-------------|
-| **Audit** | Timestamps and activity logs |
+| **Audit** | View timestamps and activity logs |
| **Resend** | Available only if the email is expired |
| **Cancel** | Cancels ongoing signing process |
-| **Download** | Available if the document is completed |
+| **Download** | Available once the document is completed
+
+
---
## Step 5: Recipient Experience
-Each party experience happens **in order**.
+Each recipient’s signing experience takes place **in a sequential order**.
### Party 1
-1. Receives the first email with the document link.
-2. Clicks the link to open the **Signing Page**.
+1. Receives the initial email containing the document link.
+2. Clicks the link to access the **Signing Page**.
-3. Verifies OTP sent to their email.
-4. Reviews, fills in the required fields, and signs.
+3. Completes OTP verification sent to their email.
+4. Reviews the document, fills in the required fields, and signs.
-5. Clicks **Submit**.
+5. Clicks **Submit** to finalize their portion.
-Document Attachment
-Once Party 1 completes signing, the document is automatically sent to **Party 2**.
+Once Party 1 completes signing, the document is automatically forwarded to **Party 2**.
---
@@ -115,15 +122,15 @@ Once Party 1 completes signing, the document is automatically sent to **Party 2*
-2. Click the document link and verify OTP.
+2. Click the document link and complete OTP verification.
3. They can **view previously filled fields** before completing their own.
-4. Fill in their details, sign, and click **Submit**.
+4. Enter their required details, sign, and click **Submit**.
-Document Attachment
+> *This process continues until all designated parties have completed signing.*
---
@@ -131,6 +138,8 @@ Document Attachment
Recipients can click **AI Assist** on their signing screen to ask document-specific questions.
+
+
> *AI Assist works only for the uploaded document. It does not answer unrelated queries.*
---
@@ -168,7 +177,7 @@ Open **Order Trail** from the document actions menu to view:
-This ensures a verifiable audit history for compliance and legal verification.
+> *This ensures a verifiable audit history for compliance and legal verification.*
---
@@ -176,4 +185,37 @@ This ensures a verifiable audit history for compliance and legal verification.
Your workflow is now complete, all parties have securely signed, and the document is stored, certified, and traceable.
+---
+
+**Demo Video:**
+
+
+
+
Steps to Add Parties
1. By default, you'll see **Party 1** already listed. @@ -22,11 +22,11 @@ Switch to the **Parties** tab to define recipients. - **Signature** - **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. +3. Enter the required details for each additional party (Party 2, Party 3, etc.). +4. Ensure that all previously added fields (Signature, Date, Initial, etc.) are correctly assigned to the appropriate party. This can be verified by matching the field color with the corresponding party color. 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. +> **Important:** Each party must have a valid email address, and every field must be assigned to a specific party. 6. Click **Save** once all parties are added.
+8. Move the recipient details to arrange them in the **desired signing order**.
+
+
+
> *Emails are sent sequentially to each party. You can also schedule the email for a future date/time.*
---
## Step 4: Track the Document
-After sending, navigate to your folder and click **Audit** for that document.
+After sending the document, navigate to the respective folder and select Audit for the document.
-You can view:
-- Party details (Name, Email)
+The Audit section provides:
+- Party details (Name and Email Address)
- Document status: *Sent, Opened, Signed, Completed, Expired, Declined*
- Timestamps for every action
- Sequential signing progress
@@ -79,33 +85,34 @@ You can view:
### Common Actions
| Action | Description |
|--------|-------------|
-| **Audit** | Timestamps and activity logs |
+| **Audit** | View timestamps and activity logs |
| **Resend** | Available only if the email is expired |
| **Cancel** | Cancels ongoing signing process |
-| **Download** | Available if the document is completed |
+| **Download** | Available once the document is completed
+
+
---
## Step 5: Recipient Experience
-Each party experience happens **in order**.
+Each recipient’s signing experience takes place **in a sequential order**.
### Party 1
-1. Receives the first email with the document link.
-2. Clicks the link to open the **Signing Page**.
+1. Receives the initial email containing the document link.
+2. Clicks the link to access the **Signing Page**.
-3. Verifies OTP sent to their email.
-4. Reviews, fills in the required fields, and signs.
+3. Completes OTP verification sent to their email.
+4. Reviews the document, fills in the required fields, and signs.
-5. Clicks **Submit**.
+5. Clicks **Submit** to finalize their portion.
-Document Attachment
-Once Party 1 completes signing, the document is automatically sent to **Party 2**.
+Once Party 1 completes signing, the document is automatically forwarded to **Party 2**.
---
@@ -115,15 +122,15 @@ Once Party 1 completes signing, the document is automatically sent to **Party 2*
-2. Click the document link and verify OTP.
+2. Click the document link and complete OTP verification.
3. They can **view previously filled fields** before completing their own.
-4. Fill in their details, sign, and click **Submit**.
+4. Enter their required details, sign, and click **Submit**.
-Document Attachment
+> *This process continues until all designated parties have completed signing.*
---
@@ -131,6 +138,8 @@ Document Attachment
Recipients can click **AI Assist** on their signing screen to ask document-specific questions.
+
+
> *AI Assist works only for the uploaded document. It does not answer unrelated queries.*
---
@@ -168,7 +177,7 @@ Open **Order Trail** from the document actions menu to view:
-This ensures a verifiable audit history for compliance and legal verification.
+> *This ensures a verifiable audit history for compliance and legal verification.*
---
@@ -176,4 +185,37 @@ This ensures a verifiable audit history for compliance and legal verification.
Your workflow is now complete, all parties have securely signed, and the document is stored, certified, and traceable.
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **Create an multi-party E-Sign Document and Send to Recipient**.
+
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/myself-or-team-template.md b/docs/E_Sign/myself-or-team-template.md
index 016ae3a..8b2caad 100644
--- a/docs/E_Sign/myself-or-team-template.md
+++ b/docs/E_Sign/myself-or-team-template.md
@@ -8,22 +8,22 @@ Doculan offers **two types of templates**:
1. **Myself Template**
2. **Team Template**
-Let's break them down step-by-step.
+Let's break them down step-by-step.
---
## 1. Myself Template
-The **Myself Template** is for your **personal use only**.
-These templates are visible **only to you** and are best suited for private or one-time workflows.
+The **Myself Template** is intended for individual use. It remains private and accessible solely to the creator, making it ideal for **personal workflows** or confidential document preparation.
+This template type ensures that your customized formats remain secure, controlled, and **independent** from team visibility.
-
+
---
@@ -32,19 +32,20 @@ These templates are visible **only to you** and are best suited for private or o
| Feature | Description |
|----------|--------------|
-| Visibility | Private (only visible to the creator) |
+| Visibility | Private (accessible only to the creator) |
| Access | Only you can create, update, or delete |
-| Use Case | Individual or recurring personal contracts |
+| Use Case | Personal or recurring individual contracts |
| Sharing | Not shareable with other team members |
+> The **Myself Template** offers autonomy and privacy, ensuring complete control over personal document formats.
---
## 2. Team Template
-The **Team Template** is designed for **collaboration** and shared workflows.
-These templates are **visible to all members** within your Doculan workspace.
+The **Team Template** is designed to support **collaborative environments** and standardized **organizational workflows**.
+These templates are accessible to **members within the same Doculan workspace**, ensuring consistency across departments and teams.
-
When to Use Templates
-- You are the **only user** sending or managing the eSign process. -- You want to maintain **personalized templates** without sharing them with the team. -- You often send the **same contract format** to different recipients (like NDAs, offer letters, or invoices). -- You need a **draft-safe workspace** where no one else can modify your templates. +- You are the **sole user** responsible sending or managing the eSign process. +- You prefer to maintain **personalized templates** without sharing them with the team. +- You frequently send the **same contract format** to multiple recipients (like NDAs, offer letters, or invoices). +- You require a **private**, **draft-safe workspace** where your templates remain secure and cannot be modified by others.
+
+
+5. Enter the new file name and click **Save** to apply the changes.
+
+**Screenshot 2**
+
+
+
+> The rename action does not affect the document’s content, recipients, audit trail, or signing status. It simply updates the display name for better management and tracking.
\ No newline at end of file
diff --git a/docs/E_Sign/resend-esign-document.md b/docs/E_Sign/resend-esign-document.md
index a4feac6..e2f0677 100644
--- a/docs/E_Sign/resend-esign-document.md
+++ b/docs/E_Sign/resend-esign-document.md
@@ -1,15 +1,14 @@
# How to Resend an eSign Document?
-Sometimes, an eSign document may need to be resent again, for example, if the **recipient missed the email**, the **document expired**, or **email details were updated**.
-This guide covers all the ways you can **resend eSign requests** in Doculan, including how to handle expired, pending, or failed email deliveries.
+At times, an eSign document may need to be resent—for example, if the **recipient did not receive the email**, the **document has expired**, or the **recipient’s email details were updated**.
+This guide explains when and how you can **resend an eSign request in Doculan**, including how the system handles expired or pending documents while maintaining audit integrity.
---
-## Step 1: Understanding When You Can Resend
+## Step 1: Understand Resend Eligibility
-You can resend a document only under certain conditions.
-Doculan enforces strict resend rules to ensure audit accuracy.
+For compliance and audit accuracy, Doculan allows resending only under specific conditions.
| Document Status | Can Resend? | Description |
|------------------|-------------|--------------|
@@ -22,7 +21,7 @@ Doculan enforces strict resend rules to ensure audit accuracy.
-> **Note:** You can only resend *if the document status is not Completed, Cancelled, or Declined.*
+> **Note:** You may only resend a document *if its status is **not Completed, Cancelled, or Declined**.*
---
@@ -30,37 +29,39 @@ Doculan enforces strict resend rules to ensure audit accuracy.
In the **Actions** column for that document:
-1. Click the **three-dot menu** (â‹®).
+1. Under the Actions column, click the **⋮ (three-dot)** icon.
2. You'll see options like:
- View
- Audit
- Download
- **Resend** *(visible only if applicable)*
-3. Click **Resend**.
-4. Set an expiry date(if needed) before send button.
+3. From the dropdown menu, select **Resend**.
+4. If necessary, update or set a new **expiry date**.
+5. Click Send to resend the request.
+> *The system will immediately dispatch the document again to the recipient.*
---
-## Step 3: View Audit Trail After Resend
+## Step 3: Verify Resend Activity in the Audit Trail
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 with timestamps:
+2. The Audit page will display a chronological record of activities, including:
- Original document creation
- - First send
+ - Initial send date and time
- Resend date/time
- - Recipient open, view, and sign
+ - Recipient open, view, and signing activity
---
- **You've learned how to resend an eSign document in Doculan!**
+ **You have successfully learned how to resend an eSign document in Doculan!**
-> Resending ensures that no document signing opportunity is missed  especially when recipients fail to act before expiry or emails fail to deliver. It helps maintain a smooth, uninterrupted e-signature workflow.
+> Resending ensures that no document signing opportunity is missed—especially when recipients do not respond before expiry or when emails fail to deliver. It helps maintain a smooth and uninterrupted e-signature workflow.
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/resend-shared-document.md b/docs/E_Sign/resend-shared-document.md
index 1dc36d8..4bd3b57 100644
--- a/docs/E_Sign/resend-shared-document.md
+++ b/docs/E_Sign/resend-shared-document.md
@@ -1,19 +1,16 @@
# 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.
+Sometimes, recipients may miss your shared email, or the access link may expire before they have a chance to view the document.
+Doculan makes it easy to **resend shared documents** instantly—without the need to re-upload the file or reconfigure the sharing settings—ensuring a seamless and uninterrupted document access experience.
----
-
-## Overview
Resending allows you to:
-- Reissue expired or unopened links.
-- Update recipient details (e.g., corrected email).
-- Maintain a complete tracking history for compliance.
+- Reissue links that have been opened or remain unopened.
+
+- Maintain a complete and uninterrupted tracking history for compliance purposes.
-> *You can only resend documents with a status of **Expired** or **Unopened**. Completed or cancelled shares cannot be resent.*
+> *You can only resend documents with a status of **Shared**. Completed or cancelled shares cannot be resent.*
---
@@ -21,8 +18,8 @@ Resending allows you to:
## 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.
+- In the **Status** column, look for the document marked as **Shared**.
+- Only documents with this status are eligible for resending.
@@ -30,16 +27,16 @@ Resending allows you to:
## Step 2: Set reminder and validity
- Click **Resend**
-- Resend popup shows up for setting validity and reminder.
+- A pop-up window will appear, allowing you to configure the link validity period and set a reminder before resending.
-
+
## Step 3: View Audit Trail After Resend
-- You can also verify the activity by clicking the **Audit** button.
-- It displays timestamps and recipient details.
+- YClick the **Audit** button to verify the document activity.
+- The **audit trail** displays detailed timestamps and recipient information, including resend activity.
-
+
---
@@ -47,10 +44,11 @@ Resending allows you to:
| Condition | Action | Notes |
|------------|---------|-------|
-| Expired | Resend available | Must set new expiry date |
-| Opened/Unopened | Resend available | Use same or updated email |
+| Shared | Resend available | Must set new expiry date |
+| Opened | Resend available | Use same or updated email |
| Cancelled | Not allowed | Document link is deactivated |
| Audit Trail | Always updated | Shows all resend activity |
+
---
diff --git a/docs/E_Sign/schedule-email.md b/docs/E_Sign/schedule-email.md
new file mode 100644
index 0000000..8e8e8a0
--- /dev/null
+++ b/docs/E_Sign/schedule-email.md
@@ -0,0 +1,95 @@
+# How to Schedule an Email?
+
+The **Schedule Email** feature allows you to send a document at a specific date and time instead of sending it immediately. This is useful for planned approvals, contract releases, reminders, or time-sensitive communications.
+
+When to Use **Schedule Email** Use this feature when:
+- The document must be delivered on a **future date**.
+- You want to align document delivery with a **deadline** or **event**.
+- The recipient should not receive the document immediately.
+- You are preparing documents in advance.
+
+---
+
+## Step 1: Open the E-sign Document
+
+1. Navigate to your **Document** section.
+2. Select the appropriate file.
+3. Build or configure the **E-Sign document** as required.
+4. Click **Send** to proceed.
+
+
+
+---
+
+## Step 2: Send the Document via Email
+
+- Enter the recipient’s **Name**.
+- Provide the recipient’s **Email Address**.
+
+
+
+---
+
+## Step 3: Confirm and Schedule
+
+5. Locate the Schedule Email option in the send settings.
+
+- Enable or toggle the Schedule option.
+
+
+
+6. Select the desired:
+ - Date
+ - Time
+7. Click **Schedule & Send** to confirm and schedule the document for delivery.
+
+
+
+> Ensure the selected time zone is correct to avoid delivery delays.
+
+---
+
+## After Scheduling
+
+- The document status may show as **Scheduled** until it is **sent**.
+- You can edit or cancel the scheduled email before the scheduled time (if allowed).
+- **Once the scheduled time arrives**, the document will be delivered automatically to recipients.
+
+
+
+> The email has been successfully scheduled for delivery.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+**Screenshort 2**
+
+
+
+---
+
+## Step 2: Follow these steps to Self Sign
+
+3. An **Electronic Record & Signature Disclosure** pop-up will be displayed.
+
+- Review the disclosure carefully, then click **Continue** to proceed with the signing process.
+
+**Screenshort 3**
+
+
+
+4. Open the document and click on the **Signature** field.
+
+- A pop-up will appear, allowing you to either **type (write)** your signature or **draw** it manually.
+- Choose your preferred option, apply the signature, and proceed with the signing process.
+
+**Screenshort 4**
+
+
+
+**Screenshort 5**
+
+
+
+5. Enter the required information into all mandatory fields within the document before proceeding with submission.
+
+**Screenshort 5**
+
+
+
+---
+
+## step 4: After Submitting
+
+- A pop-up message will appear confirming **Submission Successful**.
+- You can choose to view the signed document or download it as a ZIP file.
+
+
+
+**You have successfully completed the Self Sign process**
+
+> The **Self Sign** workflow operates within Doculan’s secure cloud environment, ensuring encrypted storage, controlled access, compliance support, and full traceability throughout the document lifecycle.
diff --git a/docs/E_Sign/share-document.md b/docs/E_Sign/share-document.md
index f9324df..69234a4 100644
--- a/docs/E_Sign/share-document.md
+++ b/docs/E_Sign/share-document.md
@@ -1,21 +1,17 @@
# 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.
+The **Share Document** feature in Doculan enables you to quickly and securely send any stored document to individuals or groups—without requiring them to log in.
+You can share documents for **review**, **reference**, or **collaboration** while maintaining full control over access permissions, ensuring both flexibility and security throughout the process.
----
-
-## Overview
-
-The **Share** feature provides a simple way to send read-only access to any stored file directly from your dashboard.
+The **Share** feature offers a simple and efficient way to provide read-only access to any stored file directly from your dashboard, ensuring secure and controlled document viewing.
It is often used to:
-- Share signed contracts or templates with clients.
-- Send drafts for approval or feedback.
-- Collaborate with colleagues without duplicating files.
+
+- Send draft documents for review or feedback before finalizing.
+- Collaborate with colleagues without creating duplicate files.
-> Note: Shared documents are temporary links; recipients can view or download only until access expires.
+> Note: Shared documents are accessible through temporary links; Recipients can view or download the file only until the access period expires.
---
@@ -26,7 +22,7 @@ It is often used to:
- In the **Actions** column, click the **three-dot (⋮)** button beside the document you want to share.
- From the dropdown menu, select **Share**.
-
+
---
@@ -41,17 +37,17 @@ Once you click Share, a popup or side panel will appear with fields for:
-- **Expiry Date:** Set how long the link should remain active.
-- **Reminder:** Choose to send an email reminder before expiration.
+- **Expiry Date:** Specify how long the shared link should remain active.
+- **Reminder:** Optionally schedule an email reminder before the link expires.
-- **Email body:** Add a personalized message for context.
-- Optionally, click **AI Assist** to generate a professional message body for your email.
+- **Email body:** Add a personalized message to provide context for the recipient.
+- Optionally, click **AI Assist** to generate a professional and well-structured email message automatically.
-- **Schedule Mail** Schedule the E-mail deilvery time for the recipient.
+- **Schedule Mail** Set a specific date and time for the email to be delivered to the recipient.
@@ -63,11 +59,12 @@ Once you click Share, a popup or side panel will appear with fields for:
After sending:
- Go back to your **Dashboard** and select the same folder.
-- Check the **Status** column to view sharing status (e.g., *Shared*, *Opened*, *Expired*).
+- Check the **Status** column to view sharing status (e.g., *Shared*, *Opened*).
+- To verify the link’s validity period, review the **Expiry Date** displayed at the bottom of the **Audit Trail**.
-- Click the **Audit** button to see complete tracking details  when it was sent, opened, or downloaded.
+- Click the **Audit** button to view complete tracking details, including when the document was sent, opened, and downloaded.
@@ -78,9 +75,9 @@ After sending:
| Setting | Description | Notes |
|----------|--------------|-------|
| View Only | Recipients can view or download | Recommended for clients |
-| Expiry | Auto-revokes access after set date | Can't be reopened |
| Reminder | Sends email before expiry | Optional |
| Audit Trail | Tracks every share action | Can be exported as report |
+
---
@@ -88,4 +85,35 @@ After sending:
**You've successfully shared a document using Doculan's Share feature!**
+ **Demo Video:**
+
+
+
+
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)**.
+5. We can also upload the document by selecting this **Upload** option from **Actions** column and choose your **contract file (PDF Format)**.
@@ -27,31 +27,31 @@ Once uploaded, you'll see your document listed in the folder view.
## Step 2: Open for E-Sign Configuration
-1. In the document list, find your uploaded contract.
-2. Under **Actions**, click the **⋮ (three-dot)** menu.
+1. Locate the uploaded contract in the document list.
+2. Under the **Actions**, click the **⋮ (three-dot)** menu for the selected document.
3. Select **E-Sign**.
-This will open the **E-Sign Editing Page**, where you can define fields and assign them to the recipient.
+You will be redirected to the E-Sign Configuration Interface, where signing fields and recipient roles are defined.
---
-## Step 3: Configure Fields
+## Step 3: Configure Signing Fields with Precision
Click the **Fields** tab to access all available input elements.
| Field Type | Description |
|-------------|-------------|
-| **Signature** | For the recipient to sign. |
-| **Date** | Auto-fills with current date or allows manual entry. |
-| **Text / Textarea** | Collect text-based inputs. |
-| **Email / Number** | Capture contact details. |
-| **Checkbox / Dropdown** | For selections or acknowledgements. |
-| **Attachment** | Recipient uploads supporting files. |
-| **Initial** | For initials beside key clauses. |
-
-
When to Use Team Templates
- You're working with a **group of users** sending similar types of contracts. @@ -60,14 +61,14 @@ These templates are **visible to all members** within your Doculan workspace. | Feature | Description | |----------|-------------| | Visibility | Shared with all users in your organization | -| Access | Editable by team admins or creators | -| Use Case | Common templates (e.g., client onboarding forms, offer letters) | -| Sharing | Automatically available to your team members | +| Access | Editable by authorized creators or administrators | +| Use Case | Standardized contracts (e.g., onboarding forms, offer letters, client agreements) | +| Sharing | Automatically available to relevant team members | --- - **You've learned about Myself and Team Templates in Doculan!** + **You now understand the distinction between Myself and Team Templates in Doculan!** -> Templates help automate your eSign process and enable faster, error-free document setup whether you're working alone or collaborating with a team. +> Templates help automate your eSign workflow and enable faster, more accurate document setup—whether you’re working independently or collaborating with a team. © Doculan by [Virtualan Software](https://www.virtualan.io) diff --git a/docs/E_Sign/rename-file.md b/docs/E_Sign/rename-file.md new file mode 100644 index 0000000..1254398 --- /dev/null +++ b/docs/E_Sign/rename-file.md @@ -0,0 +1,31 @@ +# How to Rename the File? + +The **Rename File** feature allows you to update the name of an existing document without changing its content, structure, or workflow. This helps improve document organization, clarity, and version control within your workspace. + +**Renaming** a file is especially useful when: + +- Updating document versions (e.g., Contract_v2). +- Correcting naming errors. +- Standardizing file naming conventions. +- Making documents easier to identify in the dashboard. + +--- + +## Steps to Rename the File + +1. From the **Dashboard**, locate the document you want to rename. +2. Select the appropriate file. +3. Click the **⋮ (three-dot)** icon under the **Actions** column. +4. Click the **Rename button** to update the file name. + +**Screenshot 1** + +
+
+5. Enter the new file name and click **Save** to apply the changes.
+
+**Screenshot 2**
+
+
+
+> The rename action does not affect the document’s content, recipients, audit trail, or signing status. It simply updates the display name for better management and tracking.
\ No newline at end of file
diff --git a/docs/E_Sign/resend-esign-document.md b/docs/E_Sign/resend-esign-document.md
index a4feac6..e2f0677 100644
--- a/docs/E_Sign/resend-esign-document.md
+++ b/docs/E_Sign/resend-esign-document.md
@@ -1,15 +1,14 @@
# How to Resend an eSign Document?
-Sometimes, an eSign document may need to be resent again, for example, if the **recipient missed the email**, the **document expired**, or **email details were updated**.
-This guide covers all the ways you can **resend eSign requests** in Doculan, including how to handle expired, pending, or failed email deliveries.
+At times, an eSign document may need to be resent—for example, if the **recipient did not receive the email**, the **document has expired**, or the **recipient’s email details were updated**.
+This guide explains when and how you can **resend an eSign request in Doculan**, including how the system handles expired or pending documents while maintaining audit integrity.
---
-## Step 1: Understanding When You Can Resend
+## Step 1: Understand Resend Eligibility
-You can resend a document only under certain conditions.
-Doculan enforces strict resend rules to ensure audit accuracy.
+For compliance and audit accuracy, Doculan allows resending only under specific conditions.
| Document Status | Can Resend? | Description |
|------------------|-------------|--------------|
@@ -22,7 +21,7 @@ Doculan enforces strict resend rules to ensure audit accuracy.
-> **Note:** You can only resend *if the document status is not Completed, Cancelled, or Declined.*
+> **Note:** You may only resend a document *if its status is **not Completed, Cancelled, or Declined**.*
---
@@ -30,37 +29,39 @@ Doculan enforces strict resend rules to ensure audit accuracy.
In the **Actions** column for that document:
-1. Click the **three-dot menu** (â‹®).
+1. Under the Actions column, click the **⋮ (three-dot)** icon.
2. You'll see options like:
- View
- Audit
- Download
- **Resend** *(visible only if applicable)*
-3. Click **Resend**.
-4. Set an expiry date(if needed) before send button.
+3. From the dropdown menu, select **Resend**.
+4. If necessary, update or set a new **expiry date**.
+5. Click Send to resend the request.
+> *The system will immediately dispatch the document again to the recipient.*
---
-## Step 3: View Audit Trail After Resend
+## Step 3: Verify Resend Activity in the Audit Trail
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 with timestamps:
+2. The Audit page will display a chronological record of activities, including:
- Original document creation
- - First send
+ - Initial send date and time
- Resend date/time
- - Recipient open, view, and sign
+ - Recipient open, view, and signing activity
---
- **You've learned how to resend an eSign document in Doculan!**
+ **You have successfully learned how to resend an eSign document in Doculan!**
-> Resending ensures that no document signing opportunity is missed  especially when recipients fail to act before expiry or emails fail to deliver. It helps maintain a smooth, uninterrupted e-signature workflow.
+> Resending ensures that no document signing opportunity is missed—especially when recipients do not respond before expiry or when emails fail to deliver. It helps maintain a smooth and uninterrupted e-signature workflow.
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/resend-shared-document.md b/docs/E_Sign/resend-shared-document.md
index 1dc36d8..4bd3b57 100644
--- a/docs/E_Sign/resend-shared-document.md
+++ b/docs/E_Sign/resend-shared-document.md
@@ -1,19 +1,16 @@
# 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.
+Sometimes, recipients may miss your shared email, or the access link may expire before they have a chance to view the document.
+Doculan makes it easy to **resend shared documents** instantly—without the need to re-upload the file or reconfigure the sharing settings—ensuring a seamless and uninterrupted document access experience.
----
-
-## Overview
Resending allows you to:
-- Reissue expired or unopened links.
-- Update recipient details (e.g., corrected email).
-- Maintain a complete tracking history for compliance.
+- Reissue links that have been opened or remain unopened.
+
+- Maintain a complete and uninterrupted tracking history for compliance purposes.
-> *You can only resend documents with a status of **Expired** or **Unopened**. Completed or cancelled shares cannot be resent.*
+> *You can only resend documents with a status of **Shared**. Completed or cancelled shares cannot be resent.*
---
@@ -21,8 +18,8 @@ Resending allows you to:
## 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.
+- In the **Status** column, look for the document marked as **Shared**.
+- Only documents with this status are eligible for resending.
@@ -30,16 +27,16 @@ Resending allows you to:
## Step 2: Set reminder and validity
- Click **Resend**
-- Resend popup shows up for setting validity and reminder.
+- A pop-up window will appear, allowing you to configure the link validity period and set a reminder before resending.
-
+
## Step 3: View Audit Trail After Resend
-- You can also verify the activity by clicking the **Audit** button.
-- It displays timestamps and recipient details.
+- YClick the **Audit** button to verify the document activity.
+- The **audit trail** displays detailed timestamps and recipient information, including resend activity.
-
+
---
@@ -47,10 +44,11 @@ Resending allows you to:
| Condition | Action | Notes |
|------------|---------|-------|
-| Expired | Resend available | Must set new expiry date |
-| Opened/Unopened | Resend available | Use same or updated email |
+| Shared | Resend available | Must set new expiry date |
+| Opened | Resend available | Use same or updated email |
| Cancelled | Not allowed | Document link is deactivated |
| Audit Trail | Always updated | Shows all resend activity |
+
---
diff --git a/docs/E_Sign/schedule-email.md b/docs/E_Sign/schedule-email.md
new file mode 100644
index 0000000..8e8e8a0
--- /dev/null
+++ b/docs/E_Sign/schedule-email.md
@@ -0,0 +1,95 @@
+# How to Schedule an Email?
+
+The **Schedule Email** feature allows you to send a document at a specific date and time instead of sending it immediately. This is useful for planned approvals, contract releases, reminders, or time-sensitive communications.
+
+When to Use **Schedule Email** Use this feature when:
+- The document must be delivered on a **future date**.
+- You want to align document delivery with a **deadline** or **event**.
+- The recipient should not receive the document immediately.
+- You are preparing documents in advance.
+
+---
+
+## Step 1: Open the E-sign Document
+
+1. Navigate to your **Document** section.
+2. Select the appropriate file.
+3. Build or configure the **E-Sign document** as required.
+4. Click **Send** to proceed.
+
+
+
+---
+
+## Step 2: Send the Document via Email
+
+- Enter the recipient’s **Name**.
+- Provide the recipient’s **Email Address**.
+
+
+
+---
+
+## Step 3: Confirm and Schedule
+
+5. Locate the Schedule Email option in the send settings.
+
+- Enable or toggle the Schedule option.
+
+
+
+6. Select the desired:
+ - Date
+ - Time
+7. Click **Schedule & Send** to confirm and schedule the document for delivery.
+
+
+
+> Ensure the selected time zone is correct to avoid delivery delays.
+
+---
+
+## After Scheduling
+
+- The document status may show as **Scheduled** until it is **sent**.
+- You can edit or cancel the scheduled email before the scheduled time (if allowed).
+- **Once the scheduled time arrives**, the document will be delivered automatically to recipients.
+
+
+
+> The email has been successfully scheduled for delivery.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **video** demonstrates how to use the **Schedule E-Sign** feature in e-sign documents, providing a step-by-step walkthrough of scheduling a document for future delivery.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/E_Sign/self-sign-document.md b/docs/E_Sign/self-sign-document.md
new file mode 100644
index 0000000..bebf857
--- /dev/null
+++ b/docs/E_Sign/self-sign-document.md
@@ -0,0 +1,72 @@
+# How to use self sign feature?
+
+The **Self Sign** feature allows you to quickly sign your own document without sending it to additional recipients. This is ideal for internal approvals, personal agreements, or any situation where only your signature is required. It provides a fast, secure, and legally compliant way to finalize documents independently.
+
+When to Use Self Sign?
+
+Use the Self Sign feature in the following scenarios:
+- You are the only signer required for the document.
+- No external recipients or additional approvals are needed.
+- A legally binding electronic signature is required for personal or internal purposes.
+- You need to quickly review and finalize a document without initiating a multi-party workflow.
+
+> This feature is ideal for **Single-User** signing processes where speed, simplicity, and compliance are essential.
+
+---
+
+## Step 1: Navigate to the self sign document
+
+1. Navigate to the document and verify that its status is marked as **Pending**.
+2. Open the **Action Menu** and click the **Sign** button to proceed with the signing process.
+
+**Screenshort 1**
+
+
+
+**Screenshort 2**
+
+
+
+---
+
+## Step 2: Follow these steps to Self Sign
+
+3. An **Electronic Record & Signature Disclosure** pop-up will be displayed.
+
+- Review the disclosure carefully, then click **Continue** to proceed with the signing process.
+
+**Screenshort 3**
+
+
+
+4. Open the document and click on the **Signature** field.
+
+- A pop-up will appear, allowing you to either **type (write)** your signature or **draw** it manually.
+- Choose your preferred option, apply the signature, and proceed with the signing process.
+
+**Screenshort 4**
+
+
+
+**Screenshort 5**
+
+
+
+5. Enter the required information into all mandatory fields within the document before proceeding with submission.
+
+**Screenshort 5**
+
+
+
+---
+
+## step 4: After Submitting
+
+- A pop-up message will appear confirming **Submission Successful**.
+- You can choose to view the signed document or download it as a ZIP file.
+
+
+
+**You have successfully completed the Self Sign process**
+
+> The **Self Sign** workflow operates within Doculan’s secure cloud environment, ensuring encrypted storage, controlled access, compliance support, and full traceability throughout the document lifecycle.
diff --git a/docs/E_Sign/share-document.md b/docs/E_Sign/share-document.md
index f9324df..69234a4 100644
--- a/docs/E_Sign/share-document.md
+++ b/docs/E_Sign/share-document.md
@@ -1,21 +1,17 @@
# 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.
+The **Share Document** feature in Doculan enables you to quickly and securely send any stored document to individuals or groups—without requiring them to log in.
+You can share documents for **review**, **reference**, or **collaboration** while maintaining full control over access permissions, ensuring both flexibility and security throughout the process.
----
-
-## Overview
-
-The **Share** feature provides a simple way to send read-only access to any stored file directly from your dashboard.
+The **Share** feature offers a simple and efficient way to provide read-only access to any stored file directly from your dashboard, ensuring secure and controlled document viewing.
It is often used to:
-- Share signed contracts or templates with clients.
-- Send drafts for approval or feedback.
-- Collaborate with colleagues without duplicating files.
+
+- Send draft documents for review or feedback before finalizing.
+- Collaborate with colleagues without creating duplicate files.
-> Note: Shared documents are temporary links; recipients can view or download only until access expires.
+> Note: Shared documents are accessible through temporary links; Recipients can view or download the file only until the access period expires.
---
@@ -26,7 +22,7 @@ It is often used to:
- In the **Actions** column, click the **three-dot (⋮)** button beside the document you want to share.
- From the dropdown menu, select **Share**.
-
+
---
@@ -41,17 +37,17 @@ Once you click Share, a popup or side panel will appear with fields for:
-- **Expiry Date:** Set how long the link should remain active.
-- **Reminder:** Choose to send an email reminder before expiration.
+- **Expiry Date:** Specify how long the shared link should remain active.
+- **Reminder:** Optionally schedule an email reminder before the link expires.
-- **Email body:** Add a personalized message for context.
-- Optionally, click **AI Assist** to generate a professional message body for your email.
+- **Email body:** Add a personalized message to provide context for the recipient.
+- Optionally, click **AI Assist** to generate a professional and well-structured email message automatically.
-- **Schedule Mail** Schedule the E-mail deilvery time for the recipient.
+- **Schedule Mail** Set a specific date and time for the email to be delivered to the recipient.
@@ -63,11 +59,12 @@ Once you click Share, a popup or side panel will appear with fields for:
After sending:
- Go back to your **Dashboard** and select the same folder.
-- Check the **Status** column to view sharing status (e.g., *Shared*, *Opened*, *Expired*).
+- Check the **Status** column to view sharing status (e.g., *Shared*, *Opened*).
+- To verify the link’s validity period, review the **Expiry Date** displayed at the bottom of the **Audit Trail**.
-- Click the **Audit** button to see complete tracking details  when it was sent, opened, or downloaded.
+- Click the **Audit** button to view complete tracking details, including when the document was sent, opened, and downloaded.
@@ -78,9 +75,9 @@ After sending:
| Setting | Description | Notes |
|----------|--------------|-------|
| View Only | Recipients can view or download | Recommended for clients |
-| Expiry | Auto-revokes access after set date | Can't be reopened |
| Reminder | Sends email before expiry | Optional |
| Audit Trail | Tracks every share action | Can be exported as report |
+
---
@@ -88,4 +85,35 @@ After sending:
**You've successfully shared a document using Doculan's Share feature!**
+ **Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **Share Document**
+
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/single-party-document.md b/docs/E_Sign/single-party-document.md
index 376efea..504c100 100644
--- a/docs/E_Sign/single-party-document.md
+++ b/docs/E_Sign/single-party-document.md
@@ -1,23 +1,23 @@
# How to Send Single Party Document?
-This guide explains how to send a **single party e-sign document** in Doculan, from preparing the document to sending, tracking, and completion.
+This guide provides step-by-step instructions for sending a **single-party e-sign document** in Doculan, covering document preparation, configuration, delivery, tracking, and completion.
-A **single party document** is a contract that requires only **one recipient** to sign.
-Follow the steps below to configure and send it for e-signing.
+A **single-party document** is a contract that requires the signature of only **one recipient**.
+Follow the steps below to configure and send the document for electronic signing.
---
-## Step 1: Create or Select a Document
+## Step 1: Initiate and Upload the Document
1. From the **Dashboard**, click **Create Document**.
-2. Choose or create a folder named **e-sign documents**.
+2. Select an existing folder or create a new folder named **E-Sign Documents**.
3. Upload the document using the **Upload** button.
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)**.
+5. We can also upload the document by selecting this **Upload** option from **Actions** column and choose your **contract file (PDF Format)**.
@@ -27,31 +27,31 @@ Once uploaded, you'll see your document listed in the folder view.
## Step 2: Open for E-Sign Configuration
-1. In the document list, find your uploaded contract.
-2. Under **Actions**, click the **⋮ (three-dot)** menu.
+1. Locate the uploaded contract in the document list.
+2. Under the **Actions**, click the **⋮ (three-dot)** menu for the selected document.
3. Select **E-Sign**.
-This will open the **E-Sign Editing Page**, where you can define fields and assign them to the recipient.
+You will be redirected to the E-Sign Configuration Interface, where signing fields and recipient roles are defined.
---
-## Step 3: Configure Fields
+## Step 3: Configure Signing Fields with Precision
Click the **Fields** tab to access all available input elements.
| Field Type | Description |
|-------------|-------------|
-| **Signature** | For the recipient to sign. |
-| **Date** | Auto-fills with current date or allows manual entry. |
-| **Text / Textarea** | Collect text-based inputs. |
-| **Email / Number** | Capture contact details. |
-| **Checkbox / Dropdown** | For selections or acknowledgements. |
-| **Attachment** | Recipient uploads supporting files. |
-| **Initial** | For initials beside key clauses. |
-
-
+| **Signature** | Allows the recipient to provide a digital signature. |
+| **Date** | Auto-populates with the current date or allows manual entry. |
+| **Text / Textarea** | Captures text-based information. |
+| **Email / Number** | Collects contact details. |
+| **Checkbox / Dropdown** | Enables selections or acknowledgments. |
+| **Attachment** | Allows the recipient to upload supporting documents. |
+| **Initial** | Captures initials beside specific clauses. |
+
+
-
+
----
-
-## Step 4: Add Party Details
+
> *Since this is a single-party document, you do not need to add more parties.*
---
-## Step 5: Send Mail
+## Step 4: Execute Delivery – Send for Signature
-Click **Send Mail** to send the document for signing.
+Click **Send Mail** to initiate the signing process.
-You'll now configure email delivery.
### Email Setup:
1. Select **Single Mail**.
-2. Enter the recipient's **Name** and **Email ID**.
+2. Enter the recipient's **Name** and **Email Address**.
-3. Choose an **Expiry Date** and **Reminder Options**.
+3. Move the recipient details to arrange them in the **desired signing order**.
+
+
+
+4. Choose an **Expiry Date** and **Reminder Options**.
-4. Write the email message manually **or** use **AI Assist** to generate it.
-5. Drag and drop the **document link** placeholder into the message body.
-6. Click **Send Mail**.
+Under **Security Settings**, We have to enable only the following options:
+- **OTP Verification**
+- **Certificate**
+
+
+
+5. Write the email message manually **or** use **AI Assist** to generate it.
+6. Drag and drop the **document link** placeholder into the message body.
+7. Click **Send Mail**.
@@ -105,7 +112,7 @@ You'll now configure email delivery.
---
-## Step 6: Track and Manage the Document
+## Step 5: Track and Manage the Document
After sending, navigate to your folder and click your document.
@@ -128,7 +135,7 @@ You'll see:
-All timestamps and audit logs are recorded for compliance and traceability.
+> All timestamps and audit logs are recorded for compliance and traceability.
### Actions Available
| Action | Description |
@@ -145,7 +152,7 @@ All timestamps and audit logs are recorded for compliance and traceability.
---
-## Step 7: Recipient Experience
+## Step 6: Recipient Signing Experience
When your recipient receives the email:
@@ -160,6 +167,7 @@ When your recipient receives the email:
- Fill in required details.
- Click inside the **Signature Field** to sign.
+
### Signature Options
@@ -171,29 +179,35 @@ When your recipient receives the email:
---
-## Step 8: AI Assist for Recipients
+## Step 7: AI Assist for Recipients
-Recipients can also click **AI Assist** during signing to ask questions about the contract's contents.
-The AI will respond contextually, it does **not** handle general queries.
+During the signing process, recipients may use **AI Assist** to ask questions related to the contract’s content.
+The AI provides contextual assistance specific to the document and does not respond to general queries.
+
+
---
-## Step 9: After Submission
+## Step 8: After Submission
-If the recipient declines:
+
+- A pop-up appears as **Submission Successfull**
+- You can either view the document or download the document as zip file.
+
+
+
- A **Certificate of Completion** is generated.
- The signed PDF is **SSL certified**.
- Copies are sent to both sender and recipient via email.
- The document status changes to **Completed**.
-
@@ -204,4 +218,35 @@ If they complete:
**Congratulations!**
You have successfully configured and sent a **single-party e-sign document** using **Doculan**.
+**Demo Video:**
+
+
+
+
-- From the dropdown list, select the template you wish to modify.
+- From the template dropdown list, select the template you wish to modify.
-- The saved layout (fields, parties, and configurations) will automatically load.
+- The saved configuration — including fields, parties, and layout settings — will load automatically into the editor.
-> **Tip:** If your desired template isn't visible, click **Refresh** or reload the page to sync template data.
+> **Tip:** If the template does not appear in the list, click Refresh or reload the page to synchronize the latest data.
---
@@ -56,7 +56,7 @@ 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:
-Now that your fields and parties are updated, let's save the new version.
+After making the necessary modifications to fields, party roles, or layout structure, you must save the updated version.
1. Click the **Save E-Sign** button.
@@ -82,9 +82,16 @@ Example:
## 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.
-- Optionally, send a test document using this updated template to confirm it works as intended.
+To confirm that your changes were successfully saved:
+
+- Return to the Template dropdown.
+- Search for the updated template name.
+- Select the template to verify:
+ - Field placements
+ - Party configurations
+ - Layout adjustments
+
+For additional assurance, you may send a test document using the updated template to confirm that all elements function as expected.
---
@@ -92,6 +99,37 @@ Example:
**You've successfully updated your eSign Template!**
-Your team can now reuse the latest version seamlessly across all document workflows.
+> Your team can now reuse the latest version seamlessly across all document workflows.
+
+**Demo Video:**
+
+
+
+
+
+2. From the main menu, click **Variable Registry** to access the centralized repository of **Global Variables**.
+
+
+
+> This section allows you to create, manage, and maintain reusable variable resources across your documents.
+
+---
+
+## Step 2: Configure the Variable Registry
+
+3. Click the **Create Variable** button in the top-right corner to add a new variable.
+
+A pop-up window will appear prompting you to:
+- Select the appropriate **Scope**.
+- Choose the previously created **Variable** from the list.
+- Select the appropriate **Field Type**, then enter the required **Label** and **Value** as needed.
+Ensure all information is accurate before saving, as the entered value will apply according to the selected scope. + +
+
+4. Click **Save** to apply and store the new variable.
+
+
+
+> Once configured, the variable field will be properly linked and ready for use within the document.
+
+---
+
+## Step 3: Add a Required Variable Field
+
+5. Drag and drop the **Required Field** into the document at the desired location.
+
+6. Click on the inserted field to open the **Settings** panel.
+- A pop-up window will appear prompting you to: + - Enable the **Variable option** and manually assign the **Variable Field**. + - Select the appropriate **Scope**. + - Choose the required **Variable** from the Variable Details list. + - Select the relevant **Label** for the field. + +
+
+
+
+
+
+
+8. During the sending process, the **Variable Registry** will open automatically.
+- Enter the **current variable value** in the **Variable Registry** and review the **variable field details** to ensure the correct information is applied.
+
+
+
+> The value entered will update according to the selected scope rules.
+
+---
+
+## Step 5: Recipient Signing Experience
+
+9. When your recipient receives the email:
+
+- They click the **document link** in the email.
+- Predefined variable values will be automatically populated throughout the document.
+
+
+
+- The recipient is required to complete only the **signature field**, as all other details have been pre-populated using **variable fields**.
+
+
+
+- For the second recipient, only the signature field requires completion, since all other details have been pre-populated through variable fields.”
+
+
+
+> These **Variable Fields** are used to predefine and manage consistent values within a document.
+
+---
+
+## Step 6: After Submission
+
+- A confirmation pop-up message will appear indicating that the **submission was successful**.
+- You may then choose to view the signed document or download it as a ZIP file.
+
+
+
+**The document has been successfully signed using the configured variable fields.**
+
+> They allow you to set a value once and automatically apply it wherever the same variable appears, ensuring accuracy, reducing repetition, and maintaining consistency throughout the document.
+
+---
+
+**Demo Video:**
+
+
+
+
+This section explains how to configure and use **E-Sign Embedded** within Forms in Doculan. + +--- + +### Step 1: Creating a Form with E-Sign Embedded + +1. Navigate to the **Doculan Dashboard**. +2. Click **Forms**. +3. Click **Create New Form**. +4. Enter the **Form Title** and **Form Description**. +5. Select the **folder path** to store submitted form data. +6. Drag and drop the required form fields. +7. Add the **E-Sign Embedded** field. +8. Provide a **Label Name** for the field. +9. Attach a **Document**. +10. Select the **Template Type**: + - **Myself** + - **Team** +11. Attach the required **Template**. + +**Screenshot 1** + +
+
+
+> The above **Screenshot** represent that **Creating a Form with E-Sign Embedded**
+
+---
+
+### Step 2: Configuring Recipient and Security Settings
+
+1. Add the recipient’s **Email ID** and **Name**.
+2. Set the **Validity Date** and **Reminder**.
+3. Under **Security Settings**, enable and configure **OTP Verification** for secure access.
+
+> **Note:** You may disable OTP Verification if required, but enabling this option is considered a best practice.
+
+---
+
+### Step 3: Send and Fill the Form
+
+1. Enter the **Email Subject** and **Email Body**, ensuring the message clearly communicates the purpose of the document.
+2. Click **Send** to deliver the email to the recipient.
+
+The recipient will receive the email and open the form using **OTP Verification**.
+
+The recipient can:
+- Fill in the required form fields.
+- Click **Open & Sign Document** to proceed with the embedded e-sign process.
+
+**Screenshot 2**
+
+
+
+> The above **Screenshot** represent that **Send and Fill the Form**
+
+---
+
+### Step 4: Completing the E-Sign Process
+
+1. The document will open.
+2. Complete the required fields and apply your **E-Sign** in the designated areas.
+3. Click the **Submit** button to finalize the signing process.
+
+The **E-Sign Document** will be submitted successfully.
+
+You can:
+- View the signed document
+- Download the **ZIP file** to your local system for record-keeping.
+
+---
+
+### Step 5: Submitting the Form
+
+1. After completing the E-Sign process, return to the **Forms** page.
+2. In the **Agreement (E-Sign Embedded Field)**, click the **Refresh** button.
+3. The status will change from **Pending** to **Signed**.
+
+**Screenshot 3**
+
+
+
+> The above **Screenshot** represent that **Submitting the Form**
+
+4. Click **Submit Form**.
+5. The completed form will be stored in **Doculan Storage**.
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent that **Form Successfully Submitted in Doculan Storage**
+
+---
+
+
+**Demo Video:**
+
+
+
+
+To delete a form, navigate to the **Forms** section, open the Actions menu, and select **Delete** to permanently remove it. A confirmation pop-up will appear, allowing you to review and verify the action before final deletion.
+This process ensures that only unused or draft forms are safely removed from the system, maintaining data integrity and compliance. + +--- + ## **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** -- Go to **Dashboard → Forms** -- Click **Action → Delete** +- Navigate to the **Doculan Dashboard** and click **Forms.** +- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column. +- Click **Delete.** + -**Screenshot1:** +**Screenshot 1:**
@@ -17,8 +26,8 @@ A confirmation popup appears with details.
_“Are you sure you want to delete this form ? This action cannot be undone.”_
- Click **Permenantly Delete** button to proceed.
-**Screenshot2:**
+**Screenshot 2:**
---->The above **Screenshots** represents 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 4f96662..7feb15f 100644
--- a/docs/Forms/Form_Cancel.md
+++ b/docs/Forms/Form_Cancel.md
@@ -1,12 +1,21 @@
+# How to Cancel Form?
+
+This guide explains how to **cancel a form in Doculan** when it is **no longer required**. It walks you through navigating to the form, initiating the cancellation, confirming the action, and reviewing the audit trail for tracking purposes.
+This process ensures you can safely stop a form workflow with full transparency and maintain a complete record of activity. + +--- + + ## **Step 1: Navigate to Cancel the Form** -- Status must be **Sent** -- Go to **Dashboard → Forms** -- Click **Action → Cancel** +- The form status must be **sent** to proceed with cancellation. +- Navigate to the **Doculan Dashboard** and click **Forms.** +- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column. +- Click **cancel** to stop the form workflow. -**Screenshot1:** +**Screenshot 1:** -
+
---
@@ -14,29 +23,31 @@
## **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.
+A confirmation pop-up will appear with the cancellation details.
+- Review the message carefully:
+ _“Are you sure you want to cancel this form ? This action is irreversible.”_
+- Click **Confirm** to proceed with the cancellation.
---> Check the **status** after the form is **cancelled.**
+> Check the **status** after the form is **cancelled.**
--->The above **Screenshots** represents that How to **cancel the Form.**
+>The above **Screenshots** represents that How to **cancel the Form.**
---
# **Step 3: Audit Trail**
-- Click **Audit Button**
-- Check the timesheet from the audit trail.
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- From the Actions menu, you can perform the following operations:
+- **Audit** – View the detailed activity log and timeline from the audit trail.
--->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 d7c2618..4c920ec 100644
--- a/docs/Forms/Form_Clone.md
+++ b/docs/Forms/Form_Clone.md
@@ -1,27 +1,73 @@
+# How to Clone Form?
+
+Cloning a form in **Doculan** allows you to **instantly duplicate an existing form** and **reuse its structure without rebuilding** it from scratch. After cloning, you can review and modify the **details**, **add recipients**, and send it just like a new form.
+This feature streamlines recurring form workflows, saving time while ensuring consistency and efficiency. + +--- + ## **Step1: Navigate to Clone the Form** -- 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, As we already seen in [How to Create and Send Forms ](Form_Create.md) +- Navigate to the **Doculan Dashboard** and click **Forms.** +- Locate the **required form** and click the **⋮ (three-dot) icon** under the Actions column. +- Click **Clone** and form will be cloned +- Review the cloned form and click **Send Form**. +- Add **recipients again and send** +- All the steps are same as like Create and Send Form, As we already seen in [How to Create and Send Forms?](Forms/Form_Create.md) -> Forms can be cloned even if they are **Completed, Cancelled, Resent, or Expired** +> Forms can be cloned even if their status is **Completed, Cancelled, Resent, or Expired**. -**Screenshot1:** +**Screenshot 1:**
- 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.
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- From the Actions menu, you can perform the following operations:
+- **Audit** – View detailed submission logs and the complete activity history.
+
+**Screenshot 2:**
+
+
+
+The above **Screenshot** represent that **Audit Workflow of Clone Form.**
+
+---
+
+ **Demo Video:**
+
+
+
+
+> The above **Video** represent that how to **Clone the form**.
-The above **Screenshot** represent that **Audit Workflow of Clone Form.**
\ No newline at end of file
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Forms/Form_Create.md b/docs/Forms/Form_Create.md
index 49f1e7e..795fc19 100644
--- a/docs/Forms/Form_Create.md
+++ b/docs/Forms/Form_Create.md
@@ -1,10 +1,16 @@
-## **Step 1: Create the Form**
+# How to Create and Send Forms?
-- Go to the **Forms** page.
-- Upload a **logo** (optional).
-- Enter **Form Title** and **Form Description**.
-- Select the **folder path** to store submitted data.
-- Drag and drop required fields:
+This guide explains the complete process of **creating a form, sending it to users, capturing their submissions, and reviewing the collected data**.
+Follow the step-by-step instructions to efficiently create, send, manage, and analyze your form data within the system. +--- + +## **Step 1: Navigate to Create the Form** + +- Navigate to the **Doculan Dashboard**. Click **Forms** from the main menu. +- Click **Create New Form** to manually design a form, or select **Generate with AI** to automatically create a form using **AI** assistance. +- For manual form creation, click the **Create New Form** button to proceed. +- We have to Upload a **logo** (optional). Enter **Form Title** and **Form Description**. +- Select the **folder path** to store submitted data. Drag and drop required fields: | Field Type | Description | |------------------|-------------| @@ -14,73 +20,82 @@ | Date | Date selection | | Radio Buttons | Single-choice option | | File Upload | Upload documents/images | +| Signature | Digital Signature Capture | +| E-Sign Embed | Embedded Signing Experience | ### File Upload Options: - Accepted file types - Maximum file size (MB) - Allow multiple files -**Screenshot1:** +**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshots** represent that how to create **form**
+> The above **Screenshots** represent that how to create **form**
-# **Step 2: Send the Form**
+# **Step 2: Navigate to Send the Form**
-- Click **Send Form**
-- Add **recipient name & email**
-- Set **validity date** & **reminders**
-- Drag & drop the **form link** into the email body
-- Click **Send**
-
-**Screenshot1:**
+- Click **Send Form**.
+- Enter the recipient’s **name** and **email address**.
+- Set the **validity date** and configure any **reminders**, if required.
+- Drag & drop the **Form link** and **Fullname** placeholders into the email body
+- Click **Send** to deliver the form to the recipient.
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshots** represent that how to send **form.**
+> The above **Screenshots** represent that how to send **form.**
-# **Step 3: Recipient Submission**
+# **Step 3: Navigate to Recipient Submission**
-- Recipient receives form link by email
-- Complete **OTP verification**
+- The recipient receives the form link via email.
+- Complete the **OTP verification** process to access the form.
- Fill required fields and click **Submit**
-- Recipient can **preview & download PDF** after submission
+- After submission, the recipient can preview and download the PDF copy of their response.
-**Screenshot1:**
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
+
+
-
+**Screenshot 3:**
+
----> The above **Screenshots** represent that how to Complete **otp verification** and **fill the form** and download the responses in **PDF Format**
-# **Step 4: Review Submissions**
+> The above **Screenshots** represent that how to Complete **otp verification** and **fill the form** and download the responses in **PDF Format**
+
+# **Step 4: Navigate to Review Submissions**
+To review and manage form submissions in Doculan, follow the steps below:
- 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**
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the required form and click the **⋮ (three-dot) icon** under the **Actions** column.
+- From the Actions menu, you can perform the following operations:
+ - **Audit** – View detailed submission logs and activity history.
+ - **View** – Review individual form submissions.
+- Download all form submissions in **CSV format** for reporting or offline analysis.
-**Screenshot1:**
+**Screenshot 1:**
----> The above **Screenshot** represent that how to view the Submission form through **Audit.**
+> The above **Screenshot** represent that how to view the Submission form through **Audit.**
+
+---
**Demo Video:**
@@ -102,13 +117,15 @@
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshots** represent that how to **View Single Submitted Form with Attachment.**
+> The above **Screenshots** represent that how to **View Single Submitted Form with Attachment.**
-## **Step2: Navigate to view Overall Submitted Form with Attachments**
+## **Step 2: Navigate to view Overall Submitted Form with Attachments**
-- Go to **Dashboard → Forms**
-- Click **Action → Details**
-- We can see the Submitted Forms with their Attachments
+- Navigate to the **Doculan Dashboard** and **click Forms.**
+- Locate the required **Primary form** and click the **⋮ (three-dot) icon** under the Actions column.
+- We have to click **Details**, then
+- We can see the **Submitted Forms with their Attachments.**
-**Screenshot1:**
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
-
+
----> The above **Screenshot** represent that how to **View all Overall Submitted Forms with Attachments.**
+> 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**
+## **Step 3: Navigate to view Specific Recipient in Overall Submitted Forms with Attachments**
-- Go to **Dashboard → Forms**
-- In **Specific Recipient** Form, then Click **Action → Details**
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the **Specific Recipient form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- We have to click **Details**, then
- We can see the **Specific Recipient's Submitted Form with their Attachment**
-**Screenshot1:**
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshot** represent that how to **View Specific Recipient in Overall Submitted Forms with Attachments.**
\ No newline at end of file
+> 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 cf48866..e676a6c 100644
--- a/docs/Forms/Form_Resend.md
+++ b/docs/Forms/Form_Resend.md
@@ -1,24 +1,33 @@
-## **Step1: Navigate Resend the Form**
+# How to Resend Form?
-- Go to **Dashboard → Forms**
-- Click **Action → Resend**
+This guide helps to **resending a form** allows you to issue a fresh access link to recipients, especially useful when the previous form has expired or not been completed. From the Forms dashboard, selcting resend to trigger a new notification email. You can also review the complete resend history through the Audit Trail for transparency and tracking. This ensures the form reaches recipients again without creating a new submission.
+
+---
+
+## **Step 1: Navigate to Resend the Form**
+
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column.
+- Click **Resend**, then
- Recipient receives a new access email
-> Useful for **expired forms**
+- Useful for **expired forms**
-**Screenshot1:**
+**Screenshot 1:**
----> The above **Screenshot** represent that how to **Resend Form.**
+> The above **Screenshot** represent that how to **Resend Form.**
# **Step 2: Audit Trail**
-- Click **Audit Button**
-- Check the timesheet from the audit trail.
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- From the Actions menu, you can perform the below operations:
+- **Audit** – We can check the timesheet from the audit trail.
-**Screenshot2:**
+**Screenshot 2:**
- The above **Screenshot** represent that **Audit Workflow of Resend Form.**
+> The above **Screenshot** represent that **Audit Workflow of Resend Form.**
diff --git a/docs/Library_Management/Library.md b/docs/Library_Management/Library.md
new file mode 100644
index 0000000..207f768
--- /dev/null
+++ b/docs/Library_Management/Library.md
@@ -0,0 +1,139 @@
+## Doculan Library
+
+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 serves as a unified source of truth for your organization, promoting consistency, standardization, and operational efficiency across all document and form workflows.
+
+By utilizing the Library, users can efficiently locate and reuse templates, reduce duplication, and ensure consistency across document creation and form-driven workflows. This structured approach enhances productivity while maintaining standardized formats throughout the organization.
+
+---
+
+## Step 1: Access the Library
+
+1. Navigate to the **Doculan Dashboard**.
+2. From the main menu, click **Library** to access the centralized repository of templates and resources.
+
+**Screenshot 1**
+
+
+
+**Screenshot 2**
+
+
+
+> The above **screenshots** represent that **Access the Library** within the platform.
+
+---
+
+## Step 2: View and Copy Library Documents
+
+3. The **Library – Documents** page is displayed, listing all available documents.
+4. In the **Actions** column, click the **⋮ (three-dot)** icon next to the required document.
+5. Select **Copy** to create a duplicate of the selected Library document.
+
+**Screenshot 2**
+
+
+
+> The above **Screenshot** represent that **Copy the Document**, showing how the selected document is duplicated from the Library for further use.
+
+
+6. A Document & Template Viewing pop-up is displayed, allowing you to carefully review the document and template details before proceeding.
+
+
+
+> The above **screenshot** represent the **Viewing the Document** step, how to open and review the document to ensure all content, fields, and details are clear and accurate.
+
+---
+
+## Step 3: Confirm Disclaimer
+
+7. An **Important Disclaimer** popup window will appears:
+ - Click **I Understand** to acknowledge the notice and proceed with the action.
+
+
+
+> The above **screenshot** illustrates the **Important Disclaimer** pop-up, prompting the user to acknowledge the notice before proceeding with the action.
+
+---
+
+## Step 4: Select Storage Location
+
+8. Select the appropriate folder location in **Doculan Storage** where the copied document should be saved, ensuring it is stored in the correct directory for future access and workflow management.
+
+**Screenshot 3**
+
+
+
+> The above **Screenshot** represent that **Select Destination Location**, where you choose the appropriate folder in **Doculan Storage** to save the copied document.
+
+---
+
+## Step 5: Provide Document Details
+
+9. Enter the **Document Name** and **Template Name**, then click **Copy** to complete the duplication process and save the document to the selected location.
+
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent that the **Document and Template Details**, providing a clear view of the document information, associated template settings, and related configuration data.
+
+---
+
+## Step 6: Document Saved Successfully
+
+10. The copied Library document is successfully saved in the following locations:
+
+- **Document Storage**
+- **My Templates Storage**
+
+You can now access, edit, and use the duplicated document from these locations as needed for your workflows.
+
+**Screenshot 5**
+
+
+> The above **Screenshot** represent that the document has been successfully saved in **Document Storage**, where it can be accessed, managed, and used for future workflows.
+
+
+
+
+**Screenshot 6**
+
+
+
+> The above **Screenshot** represent that the template has been successfully saved in **Template saved in My Templates Storage**, confirming that it is now available for future use.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+---
+
+## Step 2: Start a Recording Session
+
+1. Click Ready to **Record**.
+
+
+
+2. Enter the **Session Name**.
+
+
+
+3. Click **Start Recording**.
+
+
+
+> The recording session will begin.
+
+---
+
+## Step 3: Capture Note
+
+- The **Note Taker** records the content **one sentence at a time**.
+- Note are automatically generated as you speak.
+- The Taker Note are **editable during the session**.
+- You can **pause the session** to make edits if needed.
+
+
+
+---
+
+## Step 4: Stop and Generate Summary
+
+1. Once the session is complete, click **Stop & Generate Summary**.
+2. The system will automatically generate a **detailed summary** of the session.
+
+
+
+> The generated summary is also **editable**.
+
+---
+
+## Step 5: Download the Summary
+
+1. Go to the **top-right corner**.
+2. Click the **PDF icon**.
+
+> The summary will be generated and downloaded to your device.
+
+---
+
+## Step 6: Send the Summary for E-Sign
+
+1. Return to the Summary page.
+
+
+
+2. Click the **E-Sign icon**.
+3. Enter the file name and **click Continue**.
+
+
+
+4. Select the folder to **upload the file**.
+
+
+
+
+
+> You will then be **redirected to the E-Sign process** where you can add fields and send the document to recipients.
+
+---
+
+## Step 7: View Session History
+
+1. Go to the **Menu**.
+2. Select **Note Taker → History**.
+
+Here you can:
+
+- View the session status.
+- Click the Resume icon to continue a pending session.
+- Click the Delete icon to remove unwanted sessions.
+
+
+
+You have successfully created the document using the **Note Taker**.
+
+---
+
+**Demo Video:**
+
+
+
+
+In addition to entering a standard password, users must provide a second form of verification — such as a **one-time passcode (OTP)**, an authenticator app token, or a hardware security key.
+This dual-layer authentication framework significantly reduces the risk of unauthorized access, mitigates credential-based attacks, and strengthens the overall security posture of the system. + +--- + +## Steps to Enable Two-Factor Authentication (2FA) +Follow the steps below to securely enable **Two-Factor Authentication (2FA)** in **Doculan**, ensuring enhanced protection for your account and sensitive data. +** + +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)**. + +Before proceeding, ensure you have an authenticator app installed on your device. +Common options include: + +- **Google Authenticator** +- **Microsoft Authenticator** +- **Duo Mobile** +- **Okta Verify** +- **Authy** +- You may also use **any TOTP-based authenticator app**. + +5. Click the **Generate QR Code** button to create a unique QR code for setting up **Two-Factor Authentication (2FA)**. + +**Screenshot 1** + +
+
+
+**Screenshot 2**
+
+
+
+> The above **Screenshots** represent that **Enable Two-Factor Authentication (2FA)**, enhancing account security by adding an extra layer of protection.
+
+### Steps to Complete Two-Factor Authentication (2FA)
+
+1. **Generate 2FA Setup:** A unique QR Code and Secret Key will be provided.
+2. **Add to Authenticator App:**
+ - Scan the **QR Code** with your authenticator app, or
+ - Manually enter the **Secret Key** into the app.
+3. **Generate Verification Code:** Your authenticator app will generate a 6-digit time-based code.
+4. **Verify on Doculan:** Enter the current 6-digit code on the Doculan website.
+5. **Complete Setup:** Upon successful verification, 2FA will be enabled for your account, adding an extra layer of security.
+
+> Once scanned, your authenticator app will generate **6-digit time-based verification codes** that refresh periodically for secure login verification.
+
+
+
+
+## Backup Codes
+
+After successful verification, **Two-Factor Authentication (2FA)** will be enabled.
+
+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**
+
+
+
+> The above **Screenshot** represent the how to step for **Downloading backup codes** to securely access your account in case your primary 2FA method is unavailable.
+
+
+## Code Expiration
+
+- Each 2FA code generated by the authenticator app becomes **invalid after logout** and must be regenerated for the **next login session**.
+- Once a code expires, open your authenticator app to obtain a **fresh 6-digit code**.
+- As an alternative, you can use one of your **backup codes** to access your account.
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent the process for **Handling or overcoming code expiration** when using Two-Factor Authentication (2FA) in Doculan.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+> The above **Screenshot** represent that **Initiating E-Sign Record**
+
+
+8. Click **Send Mail**.
+9. Add the recipient’s **Email ID** and **Name**.
+10. Set the **Validity Date** and **Reminder**.
+
+Under **Security Settings**, configure the following options:
+ - **OTP Verification**
+ - **Wet Signature**
+
+> **Note:** You may disable OTP Verification if required.
+> Enable **Wet Signature only** when additional security is needed.
+
+
+### Step 2: Sending the Document
+
+1. Enter the **Email Subject** and **Email Body**, ensuring the message clearly communicates the purpose of the document.
+2. Click **Send** to deliver the email to the recipient.
+
+The recipient will receive the notification and can access the document directly to review and complete the signing process.
+
+---
+
+### Step 3: Disclosure and OTP Verification
+
+1. A **Disclosure Popup** will appear.
+2. Read the disclosure statement carefully.
+3. Select the consent checkbox.
+4. Click **Continue**.
+
+**Screenshot 2**
+
+
+
+> The above **Screenshot** represent that **Disclosure and OTP Verification**
+
+
+5. Complete **OTP Verification**.
+6. Open the document.
+
+
+### Step 4: Video-Based E-Sign Process
+
+1. Click the **Signature Field**.
+2. A **Video-Enabled E-Sign popup** will appear.
+3. Read the statement.
+4. Check the consent checkbox.
+5. Click **Start**.
+
+**Screenshot 3**
+
+
+
+> The above **Screenshot** represent that **Video-Based E-Sign Process**
+
+
+- The **video recording** window will appear in the **top-left corner** of the screen.
+- The **Signature popup** will appear in the **center** of the screen.
+- Complete the signature process as instructed.
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent that **Video-Based E-Sign Process**
+
+
+6. Fill in the remaining required fields.
+7. Click **Submit** to complete the signing process.
+
+The document will be submitted successfully.
+
+---
+
+### Step 5: Viewing Signed Document and Evidence
+
+1. Navigate to the **Doculan Dashboard**.
+2. Click **Documents**.
+3. Open the signed document.
+4. Click the **⋮ (three-dot)** icon under the **Actions** column.
+5. Click **View**.
+6. Select **Document**.
+
+The signed document will appear.
+Verify the **signature**, **timestamp (date and time)**.
+
+**Screenshot 5**
+
+
+
+> The above **Screenshot** represent that **Viewing Signed Document and Evidence**
+
+
+---
+
+### Step 6: Viewing Video Evidence
+
+1. Click **Evidence**.
+2. Select the specified **Party**.
+3. View the **video evidence** associated with the signed document.
+
+**Screenshot 6**
+
+
+
+> The above **Screenshot** represent that **Viewing Video Evidence**
+
+---
+
+**Demo Video:**
+
+
+
+
+This process ensures compliance with scenarios that require **handwritten signatures** while maintaining a secure digital audit trail. This section explains how to complete a **Wet Signature** process in Doculan using the E-Sign workflow. + +--- + +### Step 1: Initiating Wet Signature + +1. Navigate to the **Doculan Dashboard**. +2. Click **Documents**. +3. Open the required document. +4. Click the **⋮ (three-dot)** icon under the **Actions** column. +5. Click **E-Sign**. +6. Place the required fields in the document and click **Send Mail**. +7. Add the recipient’s **Email ID** and **Name**. +8. Set the **Validity Date** and **Reminder**. + +Under **Security Settings**, you can configure the following options: +- **OTP Verification** +- **Certificate** +- **Wet Signature** + +**Screenshot 1** + +
+
+> The above **Screenshot** represent how to **initiate a Wet Signature** request within the **E-Sign workflow**.
+
+---
+
+### Step 2: Sending the Document
+
+1. Enter the **Email Subject** and **Email Body**.
+2. Click **Send** to deliver the document to the recipient.
+
+The recipient will receive the email and open the document using **OTP Verification**.
+A **“Wet Signature Required”** popup will appear. The recipient must click **“I Understand”** to proceed.
+After reviewing the document, the recipient should click the **Print** button to print the document for **physical signing**. + +**Screenshot 2** + +
+
+> The above **Screenshot** represent that **how to send and print the Document**.
+
+---
+
+### Step 3: Uploading the Wet-Signed Document
+
+After printing the document:
+
+1. Fill in the required fields.
+2. Affix a **physical (wet) signature**.
+3. Convert the document into **PDF format**.
+4. Click the **Upload** button.
+5. Attach the PDF file.
+ - **Note:** Only **PDF format** files are accepted.
+6. **Review** the uploaded document.
+7. Click the **Confirm** button.
+
+**Screenshot 3**
+
+
+
+> The above **Screenshot** represent that **Uploading the Wet-Signed Document**.
+
+---
+
+### Step 4: Submission and Download
+
+- After clicking **Confirm**, The uploaded document is **automatically** submitted.
+- The sender and recipient can view the submitted document.
+- The document can be downloaded as a **ZIP file** for record-keeping or sharing purposes.
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent that **how to Submit and Download the Document**
+
+---
+
+**Demo Video:**
+
+
+
+
+ -[Getting Started](README.md) + + + +Virtualan Software
-
-
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+
+
- .right {
- position: absolute;
- right: 0px;
- width: 300px;
- /* border: 3px solid #73AD21; */
- padding: 10px;
- }
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+
+
Steps to Add Fields
1. Drag and drop the required fields (e.g., Signature, Date) into the document. @@ -62,42 +62,49 @@ Click the **Fields** tab to access all available input elements.
+
----
-
-## Step 4: Add Party Details
+
> *Since this is a single-party document, you do not need to add more parties.*
---
-## Step 5: Send Mail
+## Step 4: Execute Delivery – Send for Signature
-Click **Send Mail** to send the document for signing.
+Click **Send Mail** to initiate the signing process.
-You'll now configure email delivery.
### Email Setup:
1. Select **Single Mail**.
-2. Enter the recipient's **Name** and **Email ID**.
+2. Enter the recipient's **Name** and **Email Address**.
-3. Choose an **Expiry Date** and **Reminder Options**.
+3. Move the recipient details to arrange them in the **desired signing order**.
+
+
+
+4. Choose an **Expiry Date** and **Reminder Options**.
-4. Write the email message manually **or** use **AI Assist** to generate it.
-5. Drag and drop the **document link** placeholder into the message body.
-6. Click **Send Mail**.
+Under **Security Settings**, We have to enable only the following options:
+- **OTP Verification**
+- **Certificate**
+
+
+
+5. Write the email message manually **or** use **AI Assist** to generate it.
+6. Drag and drop the **document link** placeholder into the message body.
+7. Click **Send Mail**.
@@ -105,7 +112,7 @@ You'll now configure email delivery.
---
-## Step 6: Track and Manage the Document
+## Step 5: Track and Manage the Document
After sending, navigate to your folder and click your document.
@@ -128,7 +135,7 @@ You'll see:
-All timestamps and audit logs are recorded for compliance and traceability.
+> All timestamps and audit logs are recorded for compliance and traceability.
### Actions Available
| Action | Description |
@@ -145,7 +152,7 @@ All timestamps and audit logs are recorded for compliance and traceability.
---
-## Step 7: Recipient Experience
+## Step 6: Recipient Signing Experience
When your recipient receives the email:
@@ -160,6 +167,7 @@ When your recipient receives the email:
- Fill in required details.
- Click inside the **Signature Field** to sign.
+
### Signature Options
@@ -171,29 +179,35 @@ When your recipient receives the email:
---
-## Step 8: AI Assist for Recipients
+## Step 7: AI Assist for Recipients
-Recipients can also click **AI Assist** during signing to ask questions about the contract's contents.
-The AI will respond contextually, it does **not** handle general queries.
+During the signing process, recipients may use **AI Assist** to ask questions related to the contract’s content.
+The AI provides contextual assistance specific to the document and does not respond to general queries.
+
+
---
-## Step 9: After Submission
+## Step 8: After Submission
-If the recipient declines:
+
+- A pop-up appears as **Submission Successfull**
+- You can either view the document or download the document as zip file.
+
+
+
- A **Certificate of Completion** is generated.
- The signed PDF is **SSL certified**.
- Copies are sent to both sender and recipient via email.
- The document status changes to **Completed**.
-
@@ -204,4 +218,35 @@ If they complete:
**Congratulations!**
You have successfully configured and sent a **single-party e-sign document** using **Doculan**.
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **Create an E-Sign Document and Send to Recipient**.
+
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/update-template.md b/docs/E_Sign/update-template.md
index 6a44717..2850f23 100644
--- a/docs/E_Sign/update-template.md
+++ b/docs/E_Sign/update-template.md
@@ -1,8 +1,8 @@
# How to Update a Template?
-Updating a template in **Doculan eSign** allows you to modify existing layouts, fields, or signer configurations, without having to recreate them from scratch.
-It's perfect when your contracts evolve or you want to add new terms or fields to an existing format.
+Updating a template in **Doculan eSign** enables you to refine existing document layouts, adjust field placements, or modify signer configurations without recreating the template from the beginning.
+It’s ideal when your contracts evolve or when you need to add new terms or fields to an existing format, ensuring your templates stay current and adaptable.
---
@@ -12,15 +12,15 @@ It's perfect when your contracts evolve or you want to add new terms or fields t
-- From the dropdown list, select the template you wish to modify.
+- From the template dropdown list, select the template you wish to modify.
-- The saved layout (fields, parties, and configurations) will automatically load.
+- The saved configuration — including fields, parties, and layout settings — will load automatically into the editor.
-> **Tip:** If your desired template isn't visible, click **Refresh** or reload the page to sync template data.
+> **Tip:** If the template does not appear in the list, click Refresh or reload the page to synchronize the latest data.
---
@@ -56,7 +56,7 @@ 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:
-Now that your fields and parties are updated, let's save the new version.
+After making the necessary modifications to fields, party roles, or layout structure, you must save the updated version.
1. Click the **Save E-Sign** button.
@@ -82,9 +82,16 @@ Example:
## 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.
-- Optionally, send a test document using this updated template to confirm it works as intended.
+To confirm that your changes were successfully saved:
+
+- Return to the Template dropdown.
+- Search for the updated template name.
+- Select the template to verify:
+ - Field placements
+ - Party configurations
+ - Layout adjustments
+
+For additional assurance, you may send a test document using the updated template to confirm that all elements function as expected.
---
@@ -92,6 +99,37 @@ Example:
**You've successfully updated your eSign Template!**
-Your team can now reuse the latest version seamlessly across all document workflows.
+> Your team can now reuse the latest version seamlessly across all document workflows.
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **Update Template**
© Doculan by [Virtualan Software](https://www.virtualan.io)
diff --git a/docs/E_Sign/variable-fields.md b/docs/E_Sign/variable-fields.md
new file mode 100644
index 0000000..1856483
--- /dev/null
+++ b/docs/E_Sign/variable-fields.md
@@ -0,0 +1,157 @@
+# How to use Variable field?
+
+The **Variable Field** feature allows you to create reusable dynamic placeholders within a document. These placeholders automatically populate the same value wherever they appear, eliminating the need to enter repetitive information multiple times.
+
+Variable fields improve efficiency, accuracy, and consistency—especially in contracts, agreements, and form-based documents.
+
+---
+
+## Step 1: Access the Variable Registry
+
+1. Navigate to the **Doculan Dashboard**.
+
+
+
+2. From the main menu, click **Variable Registry** to access the centralized repository of **Global Variables**.
+
+
+
+> This section allows you to create, manage, and maintain reusable variable resources across your documents.
+
+---
+
+## Step 2: Configure the Variable Registry
+
+3. Click the **Create Variable** button in the top-right corner to add a new variable.
+
+A pop-up window will appear prompting you to:
+- Select the appropriate **Scope**.
+- Choose the previously created **Variable** from the list.
+- Select the appropriate **Field Type**, then enter the required **Label** and **Value** as needed.+Ensure all information is accurate before saving, as the entered value will apply according to the selected scope. + +
+
+4. Click **Save** to apply and store the new variable.
+
+
+
+> Once configured, the variable field will be properly linked and ready for use within the document.
+
+---
+
+## Step 3: Add a Required Variable Field
+
+5. Drag and drop the **Required Field** into the document at the desired location.
+
+6. Click on the inserted field to open the **Settings** panel.+- A pop-up window will appear prompting you to: + - Enable the **Variable option** and manually assign the **Variable Field**. + - Select the appropriate **Scope**. + - Choose the required **Variable** from the Variable Details list. + - Select the relevant **Label** for the field. + +
+
+
+
+
+
+
+
+> Choose the appropriate scope to control how and where the variable value is applied.
+
+---
+
+## Step 4: Using the "Current" Scope in a Field
+
+7. To apply a value only to a specific field instance:
+
+- Assign another **Variable Field** and access its **Settings panel**.
+- Select the **Scope** as **Current**.
+- Enter the relevant **Label Name** for the field.
+
+Select the Required Scope
+ +Select the required Scope based on your use case: + +* **Global** – Applies the variable value across the entire document (and wherever the same global variable is used). +* **Current** – Applies the value only to the selected field instance without affecting other variables. + +
+
+8. During the sending process, the **Variable Registry** will open automatically.
+- Enter the **current variable value** in the **Variable Registry** and review the **variable field details** to ensure the correct information is applied.
+
+
+
+> The value entered will update according to the selected scope rules.
+
+---
+
+## Step 5: Recipient Signing Experience
+
+9. When your recipient receives the email:
+
+- They click the **document link** in the email.
+- Predefined variable values will be automatically populated throughout the document.
+
+
+
+- The recipient is required to complete only the **signature field**, as all other details have been pre-populated using **variable fields**.
+
+
+
+- For the second recipient, only the signature field requires completion, since all other details have been pre-populated through variable fields.”
+
+
+
+> These **Variable Fields** are used to predefine and manage consistent values within a document.
+
+---
+
+## Step 6: After Submission
+
+- A confirmation pop-up message will appear indicating that the **submission was successful**.
+- You may then choose to view the signed document or download it as a ZIP file.
+
+
+
+**The document has been successfully signed using the configured variable fields.**
+
+> They allow you to set a value once and automatically apply it wherever the same variable appears, ensuring accuracy, reducing repetition, and maintaining consistency throughout the document.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **video** demonstrates how to use the **Variable Field** feature in e-sign documents, providing a clear step-by-step walkthrough on how to create, configure, and apply variable fields within a document.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Embedded-Esign/EmbdedEsign.md b/docs/Embedded-Esign/EmbdedEsign.md
new file mode 100644
index 0000000..a537e46
--- /dev/null
+++ b/docs/Embedded-Esign/EmbdedEsign.md
@@ -0,0 +1,130 @@
+# How to use Embedded Esign?
+It allows users to **embed the E-Sign** process directly within forms, enabling recipients to **review and sign documents without leaving the form workflow**.This creates a seamless and intuitive signing experience while **securely capturing signed documents** and automatically storing completed forms in **Doculan Storage**.+This section explains how to configure and use **E-Sign Embedded** within Forms in Doculan. + +--- + +### Step 1: Creating a Form with E-Sign Embedded + +1. Navigate to the **Doculan Dashboard**. +2. Click **Forms**. +3. Click **Create New Form**. +4. Enter the **Form Title** and **Form Description**. +5. Select the **folder path** to store submitted form data. +6. Drag and drop the required form fields. +7. Add the **E-Sign Embedded** field. +8. Provide a **Label Name** for the field. +9. Attach a **Document**. +10. Select the **Template Type**: + - **Myself** + - **Team** +11. Attach the required **Template**. + +**Screenshot 1** + +
+
+
+> The above **Screenshot** represent that **Creating a Form with E-Sign Embedded**
+
+---
+
+### Step 2: Configuring Recipient and Security Settings
+
+1. Add the recipient’s **Email ID** and **Name**.
+2. Set the **Validity Date** and **Reminder**.
+3. Under **Security Settings**, enable and configure **OTP Verification** for secure access.
+
+> **Note:** You may disable OTP Verification if required, but enabling this option is considered a best practice.
+
+---
+
+### Step 3: Send and Fill the Form
+
+1. Enter the **Email Subject** and **Email Body**, ensuring the message clearly communicates the purpose of the document.
+2. Click **Send** to deliver the email to the recipient.
+
+The recipient will receive the email and open the form using **OTP Verification**.
+
+The recipient can:
+- Fill in the required form fields.
+- Click **Open & Sign Document** to proceed with the embedded e-sign process.
+
+**Screenshot 2**
+
+
+
+> The above **Screenshot** represent that **Send and Fill the Form**
+
+---
+
+### Step 4: Completing the E-Sign Process
+
+1. The document will open.
+2. Complete the required fields and apply your **E-Sign** in the designated areas.
+3. Click the **Submit** button to finalize the signing process.
+
+The **E-Sign Document** will be submitted successfully.
+
+You can:
+- View the signed document
+- Download the **ZIP file** to your local system for record-keeping.
+
+---
+
+### Step 5: Submitting the Form
+
+1. After completing the E-Sign process, return to the **Forms** page.
+2. In the **Agreement (E-Sign Embedded Field)**, click the **Refresh** button.
+3. The status will change from **Pending** to **Signed**.
+
+**Screenshot 3**
+
+
+
+> The above **Screenshot** represent that **Submitting the Form**
+
+4. Click **Submit Form**.
+5. The completed form will be stored in **Doculan Storage**.
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent that **Form Successfully Submitted in Doculan Storage**
+
+---
+
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+The above **Video** represent that how to **Create an Form with Embedded E-Sign Document**.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Forms/Form-Delete.md b/docs/Forms/Form-Delete.md
index 0b94d5a..e8c208c 100644
--- a/docs/Forms/Form-Delete.md
+++ b/docs/Forms/Form-Delete.md
@@ -1,11 +1,20 @@
+# How to Delete Form?
+
+This guide explains how to **delete a form in Doculan**. A form can only be deleted if it has **no linked recipients or submissions**.+To delete a form, navigate to the **Forms** section, open the Actions menu, and select **Delete** to permanently remove it. A confirmation pop-up will appear, allowing you to review and verify the action before final deletion.
+This process ensures that only unused or draft forms are safely removed from the system, maintaining data integrity and compliance. + +--- + ## **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** -- Go to **Dashboard → Forms** -- Click **Action → Delete** +- Navigate to the **Doculan Dashboard** and click **Forms.** +- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column. +- Click **Delete.** + -**Screenshot1:** +**Screenshot 1:**
@@ -17,8 +26,8 @@ A confirmation popup appears with details.
_“Are you sure you want to delete this form ? This action cannot be undone.”_
- Click **Permenantly Delete** button to proceed.
-**Screenshot2:**
+**Screenshot 2:**
---->The above **Screenshots** represents 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 4f96662..7feb15f 100644
--- a/docs/Forms/Form_Cancel.md
+++ b/docs/Forms/Form_Cancel.md
@@ -1,12 +1,21 @@
+# How to Cancel Form?
+
+This guide explains how to **cancel a form in Doculan** when it is **no longer required**. It walks you through navigating to the form, initiating the cancellation, confirming the action, and reviewing the audit trail for tracking purposes.+This process ensures you can safely stop a form workflow with full transparency and maintain a complete record of activity. + +--- + + ## **Step 1: Navigate to Cancel the Form** -- Status must be **Sent** -- Go to **Dashboard → Forms** -- Click **Action → Cancel** +- The form status must be **sent** to proceed with cancellation. +- Navigate to the **Doculan Dashboard** and click **Forms.** +- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column. +- Click **cancel** to stop the form workflow. -**Screenshot1:** +**Screenshot 1:** -
+
---
@@ -14,29 +23,31 @@
## **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.
+A confirmation pop-up will appear with the cancellation details.
+- Review the message carefully:
+ _“Are you sure you want to cancel this form ? This action is irreversible.”_
+- Click **Confirm** to proceed with the cancellation.
---> Check the **status** after the form is **cancelled.**
+> Check the **status** after the form is **cancelled.**
--->The above **Screenshots** represents that How to **cancel the Form.**
+>The above **Screenshots** represents that How to **cancel the Form.**
---
# **Step 3: Audit Trail**
-- Click **Audit Button**
-- Check the timesheet from the audit trail.
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- From the Actions menu, you can perform the following operations:
+- **Audit** – View the detailed activity log and timeline from the audit trail.
--->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 d7c2618..4c920ec 100644
--- a/docs/Forms/Form_Clone.md
+++ b/docs/Forms/Form_Clone.md
@@ -1,27 +1,73 @@
+# How to Clone Form?
+
+Cloning a form in **Doculan** allows you to **instantly duplicate an existing form** and **reuse its structure without rebuilding** it from scratch. After cloning, you can review and modify the **details**, **add recipients**, and send it just like a new form.+This feature streamlines recurring form workflows, saving time while ensuring consistency and efficiency. + +--- + ## **Step1: Navigate to Clone the Form** -- 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, As we already seen in [How to Create and Send Forms ](Form_Create.md) +- Navigate to the **Doculan Dashboard** and click **Forms.** +- Locate the **required form** and click the **⋮ (three-dot) icon** under the Actions column. +- Click **Clone** and form will be cloned +- Review the cloned form and click **Send Form**. +- Add **recipients again and send** +- All the steps are same as like Create and Send Form, As we already seen in [How to Create and Send Forms?](Forms/Form_Create.md) -> Forms can be cloned even if they are **Completed, Cancelled, Resent, or Expired** +> Forms can be cloned even if their status is **Completed, Cancelled, Resent, or Expired**. -**Screenshot1:** +**Screenshot 1:**
- 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.
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- From the Actions menu, you can perform the following operations:
+- **Audit** – View detailed submission logs and the complete activity history.
+
+**Screenshot 2:**
+
+
+
+The above **Screenshot** represent that **Audit Workflow of Clone Form.**
+
+---
+
+ **Demo Video:**
+
+
+
+
+
+
+
-**Screenshot2:**
-
+> The above **Video** represent that how to **Clone the form**.
-The above **Screenshot** represent that **Audit Workflow of Clone Form.**
\ No newline at end of file
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Forms/Form_Create.md b/docs/Forms/Form_Create.md
index 49f1e7e..795fc19 100644
--- a/docs/Forms/Form_Create.md
+++ b/docs/Forms/Form_Create.md
@@ -1,10 +1,16 @@
-## **Step 1: Create the Form**
+# How to Create and Send Forms?
-- Go to the **Forms** page.
-- Upload a **logo** (optional).
-- Enter **Form Title** and **Form Description**.
-- Select the **folder path** to store submitted data.
-- Drag and drop required fields:
+This guide explains the complete process of **creating a form, sending it to users, capturing their submissions, and reviewing the collected data**.+Follow the step-by-step instructions to efficiently create, send, manage, and analyze your form data within the system. +--- + +## **Step 1: Navigate to Create the Form** + +- Navigate to the **Doculan Dashboard**. Click **Forms** from the main menu. +- Click **Create New Form** to manually design a form, or select **Generate with AI** to automatically create a form using **AI** assistance. +- For manual form creation, click the **Create New Form** button to proceed. +- We have to Upload a **logo** (optional). Enter **Form Title** and **Form Description**. +- Select the **folder path** to store submitted data. Drag and drop required fields: | Field Type | Description | |------------------|-------------| @@ -14,73 +20,82 @@ | Date | Date selection | | Radio Buttons | Single-choice option | | File Upload | Upload documents/images | +| Signature | Digital Signature Capture | +| E-Sign Embed | Embedded Signing Experience | ### File Upload Options: - Accepted file types - Maximum file size (MB) - Allow multiple files -**Screenshot1:** +**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshots** represent that how to create **form**
+> The above **Screenshots** represent that how to create **form**
-# **Step 2: Send the Form**
+# **Step 2: Navigate to Send the Form**
-- Click **Send Form**
-- Add **recipient name & email**
-- Set **validity date** & **reminders**
-- Drag & drop the **form link** into the email body
-- Click **Send**
-
-**Screenshot1:**
+- Click **Send Form**.
+- Enter the recipient’s **name** and **email address**.
+- Set the **validity date** and configure any **reminders**, if required.
+- Drag & drop the **Form link** and **Fullname** placeholders into the email body
+- Click **Send** to deliver the form to the recipient.
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshots** represent that how to send **form.**
+> The above **Screenshots** represent that how to send **form.**
-# **Step 3: Recipient Submission**
+# **Step 3: Navigate to Recipient Submission**
-- Recipient receives form link by email
-- Complete **OTP verification**
+- The recipient receives the form link via email.
+- Complete the **OTP verification** process to access the form.
- Fill required fields and click **Submit**
-- Recipient can **preview & download PDF** after submission
+- After submission, the recipient can preview and download the PDF copy of their response.
-**Screenshot1:**
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
+
+
-
+**Screenshot 3:**
+
----> The above **Screenshots** represent that how to Complete **otp verification** and **fill the form** and download the responses in **PDF Format**
-# **Step 4: Review Submissions**
+> The above **Screenshots** represent that how to Complete **otp verification** and **fill the form** and download the responses in **PDF Format**
+
+# **Step 4: Navigate to Review Submissions**
+To review and manage form submissions in Doculan, follow the steps below:
- 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**
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the required form and click the **⋮ (three-dot) icon** under the **Actions** column.
+- From the Actions menu, you can perform the following operations:
+ - **Audit** – View detailed submission logs and activity history.
+ - **View** – Review individual form submissions.
+- Download all form submissions in **CSV format** for reporting or offline analysis.
-**Screenshot1:**
+**Screenshot 1:**
----> The above **Screenshot** represent that how to view the Submission form through **Audit.**
+> The above **Screenshot** represent that how to view the Submission form through **Audit.**
+
+---
**Demo Video:**
@@ -102,13 +117,15 @@
-
----> The above **Video** represent that how to **Create form, Send form, Recipient Submission, Review Submissions.**
\ No newline at end of file
+> The above **Video** represent that how to **Create form, Send form, Recipient Submission, Review Submissions.**
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Forms/Form_Document_Storage.md b/docs/Forms/Form_Document_Storage.md
index ac59745..818319b 100644
--- a/docs/Forms/Form_Document_Storage.md
+++ b/docs/Forms/Form_Document_Storage.md
@@ -1,53 +1,60 @@
-# **Navigate to view Submitted Form with Attachments**
+# How do view Submitted Form with attachments?
-## **Step1: Navigate to view Single Submitted Form with Attachment**
+This guide explains **how to access single submissions, overall form responses, and specific recipient details**. You can quickly view, download, and manage all attachments stored securely in Doculan Storage.
+
+---
+
+## **Step 1: 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
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the required form and click the **⋮ (three-dot) icon** under the **Actions column.**
+- We have to click **Details**, then
+- We can see the **Submitted Form with their Attachment.**
-**Screenshot1:**
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshots** represent that how to **View Single Submitted Form with Attachment.**
+> The above **Screenshots** represent that how to **View Single Submitted Form with Attachment.**
-## **Step2: Navigate to view Overall Submitted Form with Attachments**
+## **Step 2: Navigate to view Overall Submitted Form with Attachments**
-- Go to **Dashboard → Forms**
-- Click **Action → Details**
-- We can see the Submitted Forms with their Attachments
+- Navigate to the **Doculan Dashboard** and **click Forms.**
+- Locate the required **Primary form** and click the **⋮ (three-dot) icon** under the Actions column.
+- We have to click **Details**, then
+- We can see the **Submitted Forms with their Attachments.**
-**Screenshot1:**
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
-
+
----> The above **Screenshot** represent that how to **View all Overall Submitted Forms with Attachments.**
+> 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**
+## **Step 3: Navigate to view Specific Recipient in Overall Submitted Forms with Attachments**
-- Go to **Dashboard → Forms**
-- In **Specific Recipient** Form, then Click **Action → Details**
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the **Specific Recipient form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- We have to click **Details**, then
- We can see the **Specific Recipient's Submitted Form with their Attachment**
-**Screenshot1:**
+**Screenshot 1:**
-**Screenshot2:**
+**Screenshot 2:**
----> The above **Screenshot** represent that how to **View Specific Recipient in Overall Submitted Forms with Attachments.**
\ No newline at end of file
+> 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 cf48866..e676a6c 100644
--- a/docs/Forms/Form_Resend.md
+++ b/docs/Forms/Form_Resend.md
@@ -1,24 +1,33 @@
-## **Step1: Navigate Resend the Form**
+# How to Resend Form?
-- Go to **Dashboard → Forms**
-- Click **Action → Resend**
+This guide helps to **resending a form** allows you to issue a fresh access link to recipients, especially useful when the previous form has expired or not been completed. From the Forms dashboard, selcting resend to trigger a new notification email. You can also review the complete resend history through the Audit Trail for transparency and tracking. This ensures the form reaches recipients again without creating a new submission.
+
+---
+
+## **Step 1: Navigate to Resend the Form**
+
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column.
+- Click **Resend**, then
- Recipient receives a new access email
-> Useful for **expired forms**
+- Useful for **expired forms**
-**Screenshot1:**
+**Screenshot 1:**
----> The above **Screenshot** represent that how to **Resend Form.**
+> The above **Screenshot** represent that how to **Resend Form.**
# **Step 2: Audit Trail**
-- Click **Audit Button**
-- Check the timesheet from the audit trail.
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- From the Actions menu, you can perform the below operations:
+- **Audit** – We can check the timesheet from the audit trail.
-**Screenshot2:**
+**Screenshot 2:**
- The above **Screenshot** represent that **Audit Workflow of Resend Form.**
+> The above **Screenshot** represent that **Audit Workflow of Resend Form.**
diff --git a/docs/Library_Management/Library.md b/docs/Library_Management/Library.md
new file mode 100644
index 0000000..207f768
--- /dev/null
+++ b/docs/Library_Management/Library.md
@@ -0,0 +1,139 @@
+## Doculan Library
+
+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 serves as a unified source of truth for your organization, promoting consistency, standardization, and operational efficiency across all document and form workflows.
+
+By utilizing the Library, users can efficiently locate and reuse templates, reduce duplication, and ensure consistency across document creation and form-driven workflows. This structured approach enhances productivity while maintaining standardized formats throughout the organization.
+
+---
+
+## Step 1: Access the Library
+
+1. Navigate to the **Doculan Dashboard**.
+2. From the main menu, click **Library** to access the centralized repository of templates and resources.
+
+**Screenshot 1**
+
+
+
+**Screenshot 2**
+
+
+
+> The above **screenshots** represent that **Access the Library** within the platform.
+
+---
+
+## Step 2: View and Copy Library Documents
+
+3. The **Library – Documents** page is displayed, listing all available documents.
+4. In the **Actions** column, click the **⋮ (three-dot)** icon next to the required document.
+5. Select **Copy** to create a duplicate of the selected Library document.
+
+**Screenshot 2**
+
+
+
+> The above **Screenshot** represent that **Copy the Document**, showing how the selected document is duplicated from the Library for further use.
+
+
+6. A Document & Template Viewing pop-up is displayed, allowing you to carefully review the document and template details before proceeding.
+
+
+
+> The above **screenshot** represent the **Viewing the Document** step, how to open and review the document to ensure all content, fields, and details are clear and accurate.
+
+---
+
+## Step 3: Confirm Disclaimer
+
+7. An **Important Disclaimer** popup window will appears:
+ - Click **I Understand** to acknowledge the notice and proceed with the action.
+
+
+
+> The above **screenshot** illustrates the **Important Disclaimer** pop-up, prompting the user to acknowledge the notice before proceeding with the action.
+
+---
+
+## Step 4: Select Storage Location
+
+8. Select the appropriate folder location in **Doculan Storage** where the copied document should be saved, ensuring it is stored in the correct directory for future access and workflow management.
+
+**Screenshot 3**
+
+
+
+> The above **Screenshot** represent that **Select Destination Location**, where you choose the appropriate folder in **Doculan Storage** to save the copied document.
+
+---
+
+## Step 5: Provide Document Details
+
+9. Enter the **Document Name** and **Template Name**, then click **Copy** to complete the duplication process and save the document to the selected location.
+
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent that the **Document and Template Details**, providing a clear view of the document information, associated template settings, and related configuration data.
+
+---
+
+## Step 6: Document Saved Successfully
+
+10. The copied Library document is successfully saved in the following locations:
+
+- **Document Storage**
+- **My Templates Storage**
+
+You can now access, edit, and use the duplicated document from these locations as needed for your workflows.
+
+**Screenshot 5**
+
+
+> The above **Screenshot** represent that the document has been successfully saved in **Document Storage**, where it can be accessed, managed, and used for future workflows.
+
+
+
+
+**Screenshot 6**
+
+
+
+> The above **Screenshot** represent that the template has been successfully saved in **Template saved in My Templates Storage**, confirming that it is now available for future use.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **access the library documents and templates** within the platform, guiding you through the steps to locate and use them efficiently..
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Notes_Taker/notes_taker.md b/docs/Notes_Taker/notes_taker.md
new file mode 100644
index 0000000..24446da
--- /dev/null
+++ b/docs/Notes_Taker/notes_taker.md
@@ -0,0 +1,145 @@
+# How to Use the Note Taker Option?
+
+The **Note Taker** feature allows you to record a session and automatically generate note and a detailed summary. It helps capture discussions, meetings, or spoken content and converts them into structured note for easy review and sharing.
+
+Using the **Note Taker**, you can:
+
+- Record a **session in real time**.
+- Automatically generate note from spoken content.
+- Edit note during the session.
+- Generate a detailed session summary.
+- Download the summary as a **PDF**.
+- Send the summary for **E-Sign**.
+
+---
+
+## Step 1: Open Note Taker
+
+1. Navigate to the **Menu**.
+2. Click **Note Taker → Recorder**.
+
+
+
+---
+
+## Step 2: Start a Recording Session
+
+1. Click Ready to **Record**.
+
+
+
+2. Enter the **Session Name**.
+
+
+
+3. Click **Start Recording**.
+
+
+
+> The recording session will begin.
+
+---
+
+## Step 3: Capture Note
+
+- The **Note Taker** records the content **one sentence at a time**.
+- Note are automatically generated as you speak.
+- The Taker Note are **editable during the session**.
+- You can **pause the session** to make edits if needed.
+
+
+
+---
+
+## Step 4: Stop and Generate Summary
+
+1. Once the session is complete, click **Stop & Generate Summary**.
+2. The system will automatically generate a **detailed summary** of the session.
+
+
+
+> The generated summary is also **editable**.
+
+---
+
+## Step 5: Download the Summary
+
+1. Go to the **top-right corner**.
+2. Click the **PDF icon**.
+
+> The summary will be generated and downloaded to your device.
+
+---
+
+## Step 6: Send the Summary for E-Sign
+
+1. Return to the Summary page.
+
+
+
+2. Click the **E-Sign icon**.
+3. Enter the file name and **click Continue**.
+
+
+
+4. Select the folder to **upload the file**.
+
+
+
+
+
+> You will then be **redirected to the E-Sign process** where you can add fields and send the document to recipients.
+
+---
+
+## Step 7: View Session History
+
+1. Go to the **Menu**.
+2. Select **Note Taker → History**.
+
+Here you can:
+
+- View the session status.
+- Click the Resume icon to continue a pending session.
+- Click the Delete icon to remove unwanted sessions.
+
+
+
+You have successfully created the document using the **Note Taker**.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **video** demonstrates how to **using the Note Taker option in the Doculan AI**.
+
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
+
diff --git a/docs/README.md b/docs/README.md
index 005d361..b811730 100644
--- a/docs/README.md
+++ b/docs/README.md
@@ -1,104 +1,118 @@
-# Doculan — Document Management & E-Signature
+# Doculan — Smart Document Management & E-Signature Platform
-> Smart, secure document management with e-signing and AI-powered document tools.
-> 14-day free trial available for all plans. ([doculan.ai][1])
+> Secure, AI-powered document management, form automation, and legally compliant e-signatures — all in one platform.
+> ✅ 30-day free trial available for all plans — https://www.doculan.ai
---
-## Hero
+## 🚀 Product Overview
-**Doculan** — Streamline document workflows, search smarter with OCR and AI, and collect legally binding e-signatures — all in one secure platform.
+**Doculan** helps individuals and teams to securely manage documents, streamline workflows, design intelligent forms, and capture legally binding e-signatures—complete with comprehensive audit trails for full transparency and compliance.
-* Fast document upload (PDF, DOCX, images)
-* Built-in e-signature flow for approvals and signatures
-* AI / OCR search and metadata auto-fill to find documents instantly
-* Role & access controls, versioning, secure cloud storage. ([doculan.ai][1])
-
-**Get started** — 14-day free trial, no hidden fees. ([app.doculan.ai][2])
+From seamless document uploads to AI-powered form detection and advanced PDF comparison, Doculan delivers exceptional speed, precision, and compliance—all within a secure, enterprise-grade cloud environment.
---
-## Key Features
+## ✨ Key Capabilities
+
+### 📁 Document Management
+- Upload, organize, tag, and manage version-controlled documents with ease.
+- Store files securely in the cloud with role-based access control.
+- Maintain complete document history with detailed version tracking and audit visibility.
-### Document Management
+### ✍️ E-Signature & Audit Trails
+- Create signable documents and send them for signature with ease.
+- Capture legally binding digital signatures with secure timestamps.
+- Maintain complete audit logs for compliance, transparency, and verification.
-* Upload, organize, tag, and version documents.
-* Role-based access control and secure cloud storage. ([doculan.ai][1])
+### 🤖 AI & OCR Intelligence
+- OCR-enabled full-text search within scanned PDFs for quick and accurate document retrieval.
+- AI-powered metadata extraction and smart tagging to automatically organize and categorize documents.
+- Automatic form field detection for supported AcroForms (such as I-9, tax forms, and onboarding documents) to streamline data capture and processing.
-### E-Signature
+### 🧠 AI Form Generation
+- Generate dynamic forms instantly using simple natural-language prompts.
+- Eliminate the need for manual field creation, saving time and effort.
-* Create signable documents, route for signature, and audit trails for compliance. ([doculan.ai][1])
+### 📄 PDF Form Comparison
+- Compare previously submitted PDF forms with new submissions for accurate review.
+- Instantly detect and highlight changes in populated fields for quick verification.
-### AI & OCR
+### ᝰ✍🏻 Smart Signing Experience
+- Tab-based field navigation for faster and smoother signing.
+- Auto-save functionality while filling out forms to prevent data loss.
+- Auto-focus on the next required field to streamline completion.
-* OCR-enabled full-text search for scanned PDFs and images.
-* AI-assisted metadata extraction and smart tagging for fast retrieval. ([doculan.ai][1])
+[//]: # (### ⚙️ Workflow & Automation)
-### Workflow & Automation
+[//]: # (- Custom approval and review workflows.)
-* Custom workflows for approvals and reviews.
-* Notifications and activity logs to track changes. ([doculan.ai][1])
+[//]: # (- Notifications, activity logs, and task tracking.)
-### Security & Compliance
+[//]: # (- Multi-user collaboration on supported plans.)
-* Encrypted storage, access controls, and downloadable records.
-* Paper-copy request policy and hardware/software guidance in T&Cs. ([app.doculan.ai][3])
+### 🔐 Security & Compliance
+- Encrypted document storage to protect sensitive data.
+- Access controls and permission-based sharing for secure collaboration.
+- Downloadable audit records for transparency and compliance.
+- Paper copy request support in accordance with the Terms & Conditions.
---
-## How It Works
+## 🔁 How It Works
-1. **Sign up** — Create an account and choose a plan. ([app.doculan.ai][4])
-2. **Upload documents** — Drag & drop PDF, DOCX, and images. ([doculan.ai][1])
-3. **AI & OCR processing** — Documents are OCR’d and indexed so you can search inside scanned content. ([doculan.ai][1])
-4. **Setup workflow & signatures** — Add approvers, send for e-signature, and get audit logs. ([doculan.ai][1])
-5. **Manage & Export** — Version control, metadata, and export or request paper copies if needed. ([app.doculan.ai][3])
+1. **Sign Up** — Create your account.
+2. **Upload Documents** — Drag & drop PDFs instantly.
+3. **AI & OCR Processing** — Search inside scanned documents.
+4. **Create Forms / Enable AI Detection** — Auto-detect fields or generate forms using AI.
+5. **Send for Signature** — Add recipients and track signing status.
+6. **Compare & Store** — Compare submissions and store securely with version history.
---
-## Pricing (Summary)
+## 💰 Pricing (Overview)
-**Simple, transparent tiers — all plans include a 14-day free trial.** ([app.doculan.ai][2])
+All plans come with a **30-day free trial**:
-* **Free** — Basic testing & limited usage. ([app.doculan.ai][2])
-* **Starter** — For small teams; more storage & features. ([app.doculan.ai][2])
-* **Professional** — Advanced features for growing orgs; automation & higher limits. ([app.doculan.ai][2])
-* **Enterprise** — Custom pricing, SLAs, dedicated support and integrations. ([app.doculan.ai][2])
+- **Free** — Basic testing & limited usage
+- **Starter** — Best for individuals and small teams
+- **Professional** — Advanced automation & integrations
+- **Enterprise** — Custom pricing, SLAs & dedicated support
-> Note: The site advertises “14-day free trial” and “simple, transparent pricing” on the subscription/plan page. Exact monthly / annual figures and limits are published on the plan page. ([app.doculan.ai][2])
+👉 Full pricing details: https://app.doculan.ai/subscription-plans
---
-## Frequently Asked Questions
+## ❓ Frequently Asked Questions
-**Is there a free trial?**
-Yes — all plans include a 14-day free trial. ([app.doculan.ai][2])
+**Is there a free trial?**
+Yes, all plans include a 30-day free trial.
-**What file types are supported?**
-PDF, DOCX, images (scannable formats) and common document types; OCR processes scanned documents. ([doculan.ai][1])
+**What file formats are supported?**
+Primarily PDF and common document formats with OCR support.
-**Can I request paper copies of electronic records?**
-Yes — you may request a paper copy at no additional cost within a reasonable timeframe; see Terms & Conditions for details. ([app.doculan.ai][3])
+**Does Doculan support AI form detection?**
+Yes, supported for compatible AcroForms such as onboarding and tax forms.
-**Where do I sign up?**
-Create an account on the signup page. ([app.doculan.ai][4])
+**Can I compare two filled PDFs?**
+Yes, Doculan supports field-level comparison of populated PDF forms.
+
+**Can I request physical (paper) copies?**
+Yes, as per the Terms & Conditions.
---
-## Legal & Links
+## 🔗 Useful Links
-* **Terms & Conditions (PDF)** — Contains record access, paper-copy policy, and system requirements. ([app.doculan.ai][3])
-* **Sign in / App** — The application portal and login are at the app subdomain. ([app.doculan.ai][5])
+- 🌐 Website: https://www.doculan.ai
+- 🔐 App Portal: https://app.doculan.ai
+- 📝 Sign Up: https://app.doculan.ai/register
+- 💵 Pricing: https://app.doculan.ai/subscription-plans
+- 📄 Terms & Conditions (PDF): https://www.doculan.ai/#/electronic-sign-disclosure
---
-## Footer
-
-**Doculan** • Secure Document Management & E-Signing
-Links: Home • Features • Pricing • Sign up • Login • Terms & Conditions • Privacy Policy. ([doculan.ai][1])
+## 🏁 Footer
-[1]: https://www.doculan.ai/?utm_source=chatgpt.com "Doculan | Document Management & E-Signature Solution"
-[2]: https://app.doculan.ai/subscription-plans?utm_source=chatgpt.com "Choose Your Plan - Doculan"
-[3]: https://app.doculan.ai/docs/Terms_%26_Conditions.pdf?utm_source=chatgpt.com "Terms & Conditions - Doculan"
-[4]: https://app.doculan.ai/register?utm_source=chatgpt.com "Create an account - Doculan"
-[5]: https://app.doculan.ai/?utm_source=chatgpt.com "Doculan"
\ No newline at end of file
+**Doculan** — Secure Document Management • AI Forms • PDF Comparison • E-Signatures
+Home • Features • Pricing • Sign Up • Login • Privacy Policy • Terms & Conditions
\ No newline at end of file
diff --git a/docs/Security/Security.md b/docs/Security/Security.md
new file mode 100644
index 0000000..490e144
--- /dev/null
+++ b/docs/Security/Security.md
@@ -0,0 +1,118 @@
+# Two-Factor Authentication (2FA)
+**Two-Factor Authentication (2FA)** is an advanced security measure designed to enhance account protection by requiring users to verify their identity using two independent authentication factors.+In addition to entering a standard password, users must provide a second form of verification — such as a **one-time passcode (OTP)**, an authenticator app token, or a hardware security key.
+This dual-layer authentication framework significantly reduces the risk of unauthorized access, mitigates credential-based attacks, and strengthens the overall security posture of the system. + +--- + +## Steps to Enable Two-Factor Authentication (2FA) +Follow the steps below to securely enable **Two-Factor Authentication (2FA)** in **Doculan**, ensuring enhanced protection for your account and sensitive data. +** + +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)**. + +Before proceeding, ensure you have an authenticator app installed on your device. +Common options include: + +- **Google Authenticator** +- **Microsoft Authenticator** +- **Duo Mobile** +- **Okta Verify** +- **Authy** +- You may also use **any TOTP-based authenticator app**. + +5. Click the **Generate QR Code** button to create a unique QR code for setting up **Two-Factor Authentication (2FA)**. + +**Screenshot 1** + +
+
+
+**Screenshot 2**
+
+
+
+> The above **Screenshots** represent that **Enable Two-Factor Authentication (2FA)**, enhancing account security by adding an extra layer of protection.
+
+### Steps to Complete Two-Factor Authentication (2FA)
+
+1. **Generate 2FA Setup:** A unique QR Code and Secret Key will be provided.
+2. **Add to Authenticator App:**
+ - Scan the **QR Code** with your authenticator app, or
+ - Manually enter the **Secret Key** into the app.
+3. **Generate Verification Code:** Your authenticator app will generate a 6-digit time-based code.
+4. **Verify on Doculan:** Enter the current 6-digit code on the Doculan website.
+5. **Complete Setup:** Upon successful verification, 2FA will be enabled for your account, adding an extra layer of security.
+
+> Once scanned, your authenticator app will generate **6-digit time-based verification codes** that refresh periodically for secure login verification.
+
+
+
+
+## Backup Codes
+
+After successful verification, **Two-Factor Authentication (2FA)** will be enabled.
+
+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**
+
+
+
+> The above **Screenshot** represent the how to step for **Downloading backup codes** to securely access your account in case your primary 2FA method is unavailable.
+
+
+## Code Expiration
+
+- Each 2FA code generated by the authenticator app becomes **invalid after logout** and must be regenerated for the **next login session**.
+- Once a code expires, open your authenticator app to obtain a **fresh 6-digit code**.
+- As an alternative, you can use one of your **backup codes** to access your account.
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent the process for **Handling or overcoming code expiration** when using Two-Factor Authentication (2FA) in Doculan.
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **Enable Two-Factor Authentication (2FA)** in Doculan.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Video_Enabled-Esign/VideoEsign.md b/docs/Video_Enabled-Esign/VideoEsign.md
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@@ -0,0 +1,169 @@
+# How to use Video Enabled Esign?
+
+**Video-Enabled E-Sign** allows you to capture secure, **video-recorded electronic signatures** with **automatic timestamping**. This feature enhances compliance, transparency, and auditability by recording visual consent during document execution.
+
+The process enables organizations to verify:
+- Signer identity.
+- Signature date and time.
+- Complete signing activity with video evidence.
+
+---
+
+### Step 1: Initiating E-Sign Record
+
+1. Navigate to the **Doculan Dashboard**.
+2. Click **Documents**.
+3. Open the required document.
+4. Click the **⋮ (three-dot)** icon under the **Actions** column.
+5. Click **E-Sign**.
+6. Place all required fields in the document.
+7. Select the **Signature Field**, click the **Settings** menu, and enable:
+ - **Record**
+ - **Timestamp**
+
+**Screenshot 1**
+
+
+
+> The above **Screenshot** represent that **Initiating E-Sign Record**
+
+
+8. Click **Send Mail**.
+9. Add the recipient’s **Email ID** and **Name**.
+10. Set the **Validity Date** and **Reminder**.
+
+Under **Security Settings**, configure the following options:
+ - **OTP Verification**
+ - **Wet Signature**
+
+> **Note:** You may disable OTP Verification if required.
+> Enable **Wet Signature only** when additional security is needed.
+
+
+### Step 2: Sending the Document
+
+1. Enter the **Email Subject** and **Email Body**, ensuring the message clearly communicates the purpose of the document.
+2. Click **Send** to deliver the email to the recipient.
+
+The recipient will receive the notification and can access the document directly to review and complete the signing process.
+
+---
+
+### Step 3: Disclosure and OTP Verification
+
+1. A **Disclosure Popup** will appear.
+2. Read the disclosure statement carefully.
+3. Select the consent checkbox.
+4. Click **Continue**.
+
+**Screenshot 2**
+
+
+
+> The above **Screenshot** represent that **Disclosure and OTP Verification**
+
+
+5. Complete **OTP Verification**.
+6. Open the document.
+
+
+### Step 4: Video-Based E-Sign Process
+
+1. Click the **Signature Field**.
+2. A **Video-Enabled E-Sign popup** will appear.
+3. Read the statement.
+4. Check the consent checkbox.
+5. Click **Start**.
+
+**Screenshot 3**
+
+
+
+> The above **Screenshot** represent that **Video-Based E-Sign Process**
+
+
+- The **video recording** window will appear in the **top-left corner** of the screen.
+- The **Signature popup** will appear in the **center** of the screen.
+- Complete the signature process as instructed.
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent that **Video-Based E-Sign Process**
+
+
+6. Fill in the remaining required fields.
+7. Click **Submit** to complete the signing process.
+
+The document will be submitted successfully.
+
+---
+
+### Step 5: Viewing Signed Document and Evidence
+
+1. Navigate to the **Doculan Dashboard**.
+2. Click **Documents**.
+3. Open the signed document.
+4. Click the **⋮ (three-dot)** icon under the **Actions** column.
+5. Click **View**.
+6. Select **Document**.
+
+The signed document will appear.
+Verify the **signature**, **timestamp (date and time)**.
+
+**Screenshot 5**
+
+
+
+> The above **Screenshot** represent that **Viewing Signed Document and Evidence**
+
+
+---
+
+### Step 6: Viewing Video Evidence
+
+1. Click **Evidence**.
+2. Select the specified **Party**.
+3. View the **video evidence** associated with the signed document.
+
+**Screenshot 6**
+
+
+
+> The above **Screenshot** represent that **Viewing Video Evidence**
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **use video-enabled e-sign features within an e-sign document**.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
diff --git a/docs/Wet-Signature/WetSign.md b/docs/Wet-Signature/WetSign.md
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+# How to use Wet Signature?
+The **Wet Signature** feature allows recipients to physically sign printed documents as part of the **E-Sign workflow**. After signing, the document is **uploaded in PDF format** for verification and submission.+This process ensures compliance with scenarios that require **handwritten signatures** while maintaining a secure digital audit trail. This section explains how to complete a **Wet Signature** process in Doculan using the E-Sign workflow. + +--- + +### Step 1: Initiating Wet Signature + +1. Navigate to the **Doculan Dashboard**. +2. Click **Documents**. +3. Open the required document. +4. Click the **⋮ (three-dot)** icon under the **Actions** column. +5. Click **E-Sign**. +6. Place the required fields in the document and click **Send Mail**. +7. Add the recipient’s **Email ID** and **Name**. +8. Set the **Validity Date** and **Reminder**. + +Under **Security Settings**, you can configure the following options: +- **OTP Verification** +- **Certificate** +- **Wet Signature** + +**Screenshot 1** + +
+
+> The above **Screenshot** represent how to **initiate a Wet Signature** request within the **E-Sign workflow**.
+
+---
+
+### Step 2: Sending the Document
+
+1. Enter the **Email Subject** and **Email Body**.
+2. Click **Send** to deliver the document to the recipient.
+
+The recipient will receive the email and open the document using **OTP Verification**.+A **“Wet Signature Required”** popup will appear. The recipient must click **“I Understand”** to proceed.
+After reviewing the document, the recipient should click the **Print** button to print the document for **physical signing**. + +**Screenshot 2** + +
+
+> The above **Screenshot** represent that **how to send and print the Document**.
+
+---
+
+### Step 3: Uploading the Wet-Signed Document
+
+After printing the document:
+
+1. Fill in the required fields.
+2. Affix a **physical (wet) signature**.
+3. Convert the document into **PDF format**.
+4. Click the **Upload** button.
+5. Attach the PDF file.
+ - **Note:** Only **PDF format** files are accepted.
+6. **Review** the uploaded document.
+7. Click the **Confirm** button.
+
+**Screenshot 3**
+
+
+
+> The above **Screenshot** represent that **Uploading the Wet-Signed Document**.
+
+---
+
+### Step 4: Submission and Download
+
+- After clicking **Confirm**, The uploaded document is **automatically** submitted.
+- The sender and recipient can view the submitted document.
+- The document can be downloaded as a **ZIP file** for record-keeping or sharing purposes.
+
+**Screenshot 4**
+
+
+
+> The above **Screenshot** represent that **how to Submit and Download the Document**
+
+---
+
+**Demo Video:**
+
+
+
+
+
+
+
+
+> The above **Video** represent that how to **Create a wet-sign document and send it to a recipient**.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)
\ No newline at end of file
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@@ -1,16 +1,45 @@
-
+
+
+ 
+
+ 
+
+ Fast • Simple • Lightweight Platform +
-   ++ -[Getting Started](README.md) + + + +
+ + + +
+ diff --git a/docs/_media/cover-bg.jpg b/docs/_media/cover-bg.jpg new file mode 100644 index 0000000..53b8c7f Binary files /dev/null and b/docs/_media/cover-bg.jpg differ diff --git a/docs/_media/doculan-mini.png b/docs/_media/doculan-mini.png index e4333b2..2dcffee 100644 Binary files a/docs/_media/doculan-mini.png and b/docs/_media/doculan-mini.png differ diff --git a/docs/_sidebar.md b/docs/_sidebar.md index dc99c08..d07ef4b 100644 --- a/docs/_sidebar.md +++ b/docs/_sidebar.md @@ -1,56 +1,104 @@ -- [Getting started](README.md) + [Getting started](README.md) + + --- - ---- +- **E-Signature** + - [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) + - [How to use the default E-Sign Document?](E_Sign/default_e-sign-document.md) + - [How to use self sign feature?](E_Sign/self-sign-document.md) + - [How to use Variable field?](E_Sign/variable-fields.md) + - [How to use Delegate Email?](E_Sign/delegate-email.md) + - [How to Schedule an Email?](E_Sign/schedule-email.md) + - [How to Rename the File?](E_Sign/rename-file.md) + - [How to Use the Co-Signer Option?](E_Sign/Co-Signer.md) + +- **Wet Signature** + - [How to use Wet-Signature?](Wet-Signature/WetSign.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) +- **Video Enabled Esign** + - [How to use Video Enabled Esign?](Video_Enabled-Esign/VideoEsign.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) +- **E-Signature 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** - - [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) + - [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 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) + - [How to Create and Send Forms?](Forms/Form_Create.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) + +- **Embedded Esign** + - [How to use Embedded Esign?](Embedded-Esign/EmbdedEsign.md) --- - **Contact Management** - - [Create Contact](Contacts/Contact_Create.md) - - [Update Contact](Contacts/Contact-Update.md) - - [Delete Contact](Contacts/Contact-Delete.md) + - [How to Create Contact?](Contacts/Contact_Create.md) + - [How to Update Contact?](Contacts/Contact-Update.md) + - [How to Delete Contact?](Contacts/Contact-Delete.md) --- -- **Document Management** - - [Create Document](Document/Documents_Create.md) - - [upload Document](Document/Documents_Upload.md) +- **Document Editor** + - [How to Create Document?](Document/Documents_Create.md) + - [How to Save Document?](Document/Documents_Upload.md) + - [How to Versioning & Comparison Document?](Document/Documents_Compare.md) + - [How to use E-Sign in the Document Editor?](Document/Documents_E-sign.md) --- +- **Note Taker** + - [How to Use the Note Taker Option?](Notes_Taker/notes_taker.md) + +--- + +- **Library Management** + - [Library – Documents](Library_Management/Library.md) + +--- + +- **Security** + - [Two-Factor Authentication[2FA]](Security/Security.md) + +--- + +- **API Documentation** + - [API-Overview](API-Documentation/API-Overview.md) + - [E-Signature](API-Documentation/E-Sign.md) + +--- + - **Release Notes** - - [Newly Released Features](releaseNotes.md) \ No newline at end of file + + **2025** + - [Version 0.3.0](releaseNotes/version_0.3.0.md) + - [Version 0.4.0](releaseNotes/version_0.4.0.md) + - [Version 0.5.0](releaseNotes/version_0.5.0.md) + + **2026** + - [Version 0.6.0](releaseNotes/version_0.6.0.md) + - [Version 0.7.0](releaseNotes/version_0.7.0.md) + - [Version 0.8.0](releaseNotes/version_0.8.0.md) + - [Version 0.9.0](releaseNotes/version_0.9.0.md) + - [Version 0.9.1](releaseNotes/version_0.9.1.md) +--- \ No newline at end of file diff --git a/docs/css/cookie.css b/docs/css/cookie.css index 1ce1a30..52c27f3 100644 --- a/docs/css/cookie.css +++ b/docs/css/cookie.css @@ -1,11 +1,10 @@ - /*Cookie Consent Begin*/ #myCookieConsent { z-index: 999; min-height: 20px; font-family: OpenSans, arial, "sans-serif"; padding: 10px 20px; - background: rgba(0,0,0,0.6); + background: rgba(0, 0, 0, 0.6); overflow: hidden; position: fixed; color: #FFF; @@ -17,84 +16,104 @@ font-size: 15px; font-weight: bold; } + #myCookieConsent div { padding: 5px 0 0; } + #myCookieConsent a { - color: hsl(36,75%, 57%); + color: hsl(36, 75%, 57%); display: inline-block; padding: 0 10px; } + #myCookieConsent a:hover { - color: hsl(50, 100%, 57%); + color: hsl(50, 100%, 57%); } + #myCookieConsent a#cookieButton { display: inline-block; color: #FFF; font-size: 1.1em; - background: rgba(0,0,0,0.6); + background: rgba(0, 0, 0, 0.6); text-decoration: none; cursor: pointer; padding: 2px 20px; float: right; border-radius: 20px; } + #myCookieConsent a#cookieButton:hover { background: #FFF; - color: #000; + color: #000; } .overlay { - position: fixed; - top: 0; - bottom: 0; - left: 0; - right: 0; - background: rgba(0, 0, 0, 0.7); - transition: opacity 500ms; - visibility: hidden; - opacity: 0; - } - .overlay:target { - visibility: visible; - opacity: 1; - } - - .popup { - margin: 70px auto; - padding: 20px; - background: #fff; - border-radius: 5px; - width: 60%; - height: 80%; - position: relative; - transition: all 5s ease-in-out; - } - - .popup h2 { - margin-top: 0; - color: #333; - font-family: Tahoma, Arial, sans-serif; - } - .popup .close { - position: absolute; - top: 20px; - right: 30px; - transition: all 200ms; - font-size: 30px; - font-weight: bold; - text-decoration: none; - color: #333; - } - .popup .close:hover { - color: #06D85F; - } - .popup .content { - height: 95%; - overflow: auto; - } - - -/*Cookie Consent End*/ + position: fixed; + top: 0; + bottom: 0; + left: 0; + right: 0; + background: rgba(0, 0, 0, 0.7); + transition: opacity 500ms; + visibility: hidden; + opacity: 0; +} + +.overlay:target { + visibility: visible; + opacity: 1; +} + +.popup { + margin: 70px auto; + padding: 20px; + background: #fff; + border-radius: 5px; + width: 60%; + height: 80%; + position: relative; + transition: all 5s ease-in-out; +} + +.popup h2 { + margin-top: 0; + color: #333; + font-family: Tahoma, Arial, sans-serif; +} + +.popup .close { + position: absolute; + top: 20px; + right: 30px; + transition: all 200ms; + font-size: 30px; + font-weight: bold; + text-decoration: none; + color: #333; +} + +.popup .close:hover { + color: #06D85F; +} + +.popup .content { + height: 95%; + overflow: auto; +} + +section.cover h1, +section.cover blockquote, +section.cover p { + color: #ffffff; + text-shadow: 0 2px 10px rgba(0, 0, 0, 0.6); +} + +section.cover blockquote { + border-left: none; +} + + +/*Cookie Consent End*/ \ No newline at end of file diff --git a/docs/files/Sample Two-Party Agreement-Authorized.pdf b/docs/files/Sample Two-Party Agreement-Authorized.pdf new file mode 100644 index 0000000..becdcfd Binary files /dev/null and b/docs/files/Sample Two-Party Agreement-Authorized.pdf differ diff --git a/docs/files/Sample-Certificate.pdf b/docs/files/Sample-Certificate.pdf new file mode 100644 index 0000000..c89a35c Binary files /dev/null and b/docs/files/Sample-Certificate.pdf differ diff --git a/docs/index.html b/docs/index.html index 21965d8..3930513 100644 --- a/docs/index.html +++ b/docs/index.html @@ -1,220 +1,264 @@ + - -