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Copy file name to clipboardExpand all lines: docs/docs/help/Templates/create-template.md
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@@ -148,29 +148,32 @@ After placing the Stamp widget, you will see the options on the widget such as:
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-**Name**: The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.
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After placing the name widget, you will see the options on the widget such as:
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- Setting icon: By clicking on the option, you can set the color and font.
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**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
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- Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
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- Copy : Clicking on this you can duplicate the name widget.
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-**Job title**: The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.
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After placing the job title widget, you will see the options on the widget such as:
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- Setting icon: By clicking on the option, you can set the color and font.
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**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
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- Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
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- Copy : Clicking on this you can duplicate the job title widget.
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-**Company**: The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.
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After placing the company widget, you will see the options on the widget such as:
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- Setting icon: By clicking on the option, you can set the color and font.
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**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
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- Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
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- Copy : Clicking on this you can duplicate the Company widget.
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-**Date**: The date widget allows signers to add a date during the signing process.
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After placing the date widget, you will see the options on the widget such as:
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- Setting icon: By clicking on the option, you can choose from various date formats.
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- Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
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- Copy : Clicking on this you can duplicate the date widget.
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-**Text**: The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer.
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After placing the Text widget, you will see the options on the widget such as:
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- Setting icon: By clicking on the option, you can set the color and font.
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- Copy : Clicking on this you can duplicate the Text widget.
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-**Text Input**: The text input field is used to collect input from the signer. Signers can type their responses directly into this field.
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After placing the Text Input widget, you will see the options on the widget such as:
@@ -179,6 +182,7 @@ After placing the Text Input widget, you will see the options on the widget such
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- Marking the field as **required** or **optional**
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- Providing a **default value**
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- Making the field **read-only**
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- **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
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- Adding a **hint**, which will be displayed on the widget for better clarity
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- **Custom Validations** are also supported, including:
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- Predefined formats like **SSN**, **email**, or **numeric values**
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- Marking the field as **required** or **optional**
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- Providing a **default value**
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- Making the field **read-only**
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- **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
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- Adding a **hint**, which will be displayed on the widget for better clarity
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- **Custom Validations** are also supported, including:
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- Predefined formats like **SSN**, **email**, or **numeric values**
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-**Email**: The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected.
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After placing the email widget, you will see the options on the widget such as:
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- Setting icon: By clicking on the option, you can set the color and font.
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**Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
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- Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
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- Copy : Clicking on this you can duplicate the email widget.
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