diff --git a/docs/API-Documentation/E-Signature.md b/docs/API-Documentation/E-Signature.md new file mode 100644 index 0000000..410f520 --- /dev/null +++ b/docs/API-Documentation/E-Signature.md @@ -0,0 +1,213 @@ +# Send Document for Signature API + +## 1️⃣ **POST** — Send Document + +**Endpoint** + +```http +POST https://api.doculan.ai/documents/{document_id}/send +``` + +--- + +### **Path Parameters** + +| Field | Type | Required | Description | +| ------------- | ---- | -------- | -------------------------------------------------------- | +| `document_id` | UUID | Yes | Unique identifier of the document to be sent for signing | + +--- + +### **Request Body** + +### **Root Object** + +| Field | Type | Required | Description | +| -------------------- | -------- | -------- | ---------------------------------------------------- | +| `document_id` | UUID | Yes | Unique identifier of the document | +| `validityDate` | ISO 8601 | Yes | Expiration date and time for signing the document | +| `remainder` | Integer | No | Number of reminder emails to be sent | +| `parties` | Array | Yes | List of recipients required to sign the document | +| `email_response` | Array | Yes | Email content sent to signers | +| `cc_emails` | Array | No | Email addresses to receive carbon copies | +| `client_info` | Object | Yes | Metadata related to the sender’s device and location | +| `holder` | Object | Yes | Information about the document owner | +| `scheduled_datetime` | ISO 8601 | No | Scheduled date and time to send the document | + +--- + +### **parties[] Object** + +| Field | Type | Required | Description | +| ---------- | ------- | -------- | ------------------------------------------------ | +| `id` | String | Yes | Unique identifier of the signer | +| `name` | String | Yes | Full name of the signer | +| `email` | String | Yes | Email address of the signer | +| `color` | String | No | Highlight color assigned to the signer | +| `priority` | Integer | Yes | Signing order priority (lower value signs first) | + +--- + +### **email_response[] Object** + +| Field | Type | Required | Description | +| --------------- | ------ | -------- | ------------------------------------- | +| `email_subject` | String | Yes | Subject line of the signing email | +| `email_body` | String | Yes | Email body content sent to the signer | + +--- + +### **client_info Object** + +| Field | Type | Required | Description | +| ------------ | -------- | -------- | -------------------------------------------- | +| `ip` | String | Yes | IP address of the sender | +| `city` | String | No | City of the sender | +| `region` | String | No | Region or state | +| `country` | String | No | Country name | +| `timezone` | String | No | Sender’s timezone | +| `timestamp` | ISO 8601 | Yes | Time the request was initiated | +| `latitude` | String | No | Latitude coordinate | +| `longitude` | String | No | Longitude coordinate | +| `aws_region` | String | No | AWS region from which the request originated | +| `browser` | String | No | Browser used by the sender | +| `device` | String | No | Device type (e.g., PC/Laptop) | +| `os` | String | No | Operating system of the sender | + +--- + +### **holder Object** + +| Field | Type | Required | Description | +| --------- | ------ | -------- | ------------------------------------ | +| `name` | String | Yes | Name of the document holder | +| `email` | String | Yes | Email address of the document holder | +| `address` | String | No | Physical address of the holder | + +--- + +### **Request Example** + +```json +{ + "document_id": "d7c2cd92-25c1-4301-a386-19996680b75c", + "validityDate": "2025-12-15T18:29:59.000Z", + "remainder": 0, + "parties": [ + { + "id": "1", + "name": "Sarah Williams", + "email": "sarahwilliams@virtualansoftware.com", + "color": "hsl(196, 100%, 90%)", + "priority": 1 + } + ], + "email_response": [ + { + "email_subject": "Non-Disclosure Agreement for Your Review and Signature", + "email_body": "Hi [Fullname]..." + } + ], + "cc_emails": [], + "client_info": { + "ip": "276.15.39.1", + "timestamp": "2025-12-15T18:08:27.068Z", + "browser": "Chrome", + "device": "PC/Laptop", + "os": "Windows 10" + }, + "holder": { + "name": "John Doe", + "email": "johndoe@virtualansoftware.com", + "address": null + }, + "scheduled_datetime": null +} +``` + +--- + +### **Response** + +### **Response Fields** + +| Field | Type | Description | +| ------------- | ------ | ------------------------------------------------ | +| `tracking_id` | UUID | Unique tracking identifier for the sent document | +| `status` | String | Current status of the document | + +```json +{ + "tracking_id": "272f3791-6b00-47dc-96b9-c20e30de437d", + "status": "sent" +} +``` + +--- + +### Track Document Status API + +## 2️⃣ **GET** — Track Status + +**Endpoint** + +```http +GET https://api.doculan.ai/documents/{tracking_id}/trackings-status +``` + +--- + +### **Path Parameters** + +| Field | Type | Required | Description | +| ------------- | ---- | -------- | ----------------------------------------------- | +| `tracking_id` | UUID | Yes | Tracking ID returned when the document was sent | + +--- + +### **Response Structure** + +### **Party Status Object** + +| Field | Type | Description | +| ------------- | -------- | --------------------------------------------- | +| `isSent` | Boolean | Indicates whether the document email was sent | +| `dateTime` | ISO 8601 | Date and time of the event | +| `party_name` | String | Name of the signer | +| `party_email` | String | Email address of the signer | +| `ip` | String | IP address used | +| `browser` | String | Browser used | +| `os` | String | Operating system | +| `device` | String | Device type | +| `location` | Object | Geographical metadata | + +--- + +### **Tracking Response Example** + +```json +{ + "d7c2cd92-25c1-4301-a386-19996680b75c": { + "in_progress": { + "272f3791-6b00-47dc-96b9-c20e30de437d": { + "parties": [ + { + "id": "1", + "name": "Sarah Williams", + "email": "sarahwilliams@virtualansoftware.com", + "status": { + "sent": [ + { + "isSent": true, + "dateTime": "2025-12-16T09:57:22.191241+00:00" + } + ] + } + } + ], + "last_updated": "2025-12-16T09:57:22.191241+00:00" + } + } + } +} +``` \ No newline at end of file diff --git a/docs/CNAME b/docs/CNAME new file mode 100644 index 0000000..a18d8d5 --- /dev/null +++ b/docs/CNAME @@ -0,0 +1 @@ +docs.doculan.ai \ No newline at end of file diff --git a/docs/Contacts/Contact-Delete.md b/docs/Contacts/Contact-Delete.md index 2541d9e..cd925f7 100644 --- a/docs/Contacts/Contact-Delete.md +++ b/docs/Contacts/Contact-Delete.md @@ -1,6 +1,13 @@ +# How to Delete Contact? + +This guide helps to **Delete a Contact in Doculan** helps you maintain a clean and accurate directory by removing unused or outdated entries. From the Contacts page, select the delete option next to the desired contact and confirm the action in the popup. Once confirmed, the contact is permanently removed from the system. This ensures your contact list stays organized 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. @@ -13,35 +20,4 @@ Step 2 — Delete Contact ----> 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..b24e0b0 100644 --- a/docs/Contacts/Contact-Update.md +++ b/docs/Contacts/Contact-Update.md @@ -1,6 +1,12 @@ +# 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, modify 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 prevents errors caused by outdated data. + +--- + # Steps to Update Contact -1. Go to the **Contacts** page to view existing contacts. +1. Navigate to **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**. @@ -14,35 +20,4 @@ Step 2 — Update Contact ----> 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..d425bf4 100644 --- a/docs/Contacts/Contact_Create.md +++ b/docs/Contacts/Contact_Create.md @@ -1,6 +1,14 @@ +# 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. Simply navigate to the Contacts section and we have to add contact, and enter the required details such as name, email, and phone number. Once saved, the contact becomes instantly available for use across forms and workflows. This ensures efficient 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 @@ -8,7 +16,7 @@ - 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:** @@ -34,19 +42,15 @@ } - - - -
-
----> 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.** \ No newline at end of file diff --git a/docs/Document/Documents_Create.md b/docs/Document/Documents_Create.md index bc13add..6de0a32 100644 --- a/docs/Document/Documents_Create.md +++ b/docs/Document/Documents_Create.md @@ -1,16 +1,24 @@ +# How Create Document? + +This guide helps to **Create a document in Doculan** allows you to build professional, 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 use and sharing. + +--- + + # Steps to Create a New Document -1. Go to **Doculan Dashboard → Documents → Create** -2. Choose your preferred method: - - **Create manually**, or - - **Use AI to generate the document** -3. Start writing or editing your text -4. Format the document as needed: +1. Navigate to the **Doculan Dashboard** and select **Documents** from the main menu. +2. Click the **Create** button. Two options will be displayed: +- **Create Manually** – Manually design and create a document. +- **Create with AI** – Automatically generate a document using AI. +3. For **manual document creation**, click **Create Manually** to proceed +4. Start writing or editing your text +5. 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**) +6. Doculan provides **spell check** to ensure accuracy +7. Save the document (**PDF format only**) **Screenshot1:** @@ -22,34 +30,3 @@ ---> The above **Screenshots** represent that how to **Create a new Document.** -**Demo Video:** - - - -
- - -
- ----> The above **Video** represent that how to **Create Document.** - diff --git a/docs/Document/Documents_Upload.md b/docs/Document/Documents_Upload.md index 6815392..9e23580 100644 --- a/docs/Document/Documents_Upload.md +++ b/docs/Document/Documents_Upload.md @@ -1,3 +1,10 @@ +# How to Upload Document? + +This guide helps to **Upload a document to Doculan** allows you to securely store and manage files within the platform. Simply choose 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. The process supports efficient document management and seamless retrieval. + +--- + + # Steps to Upload to Doculan Storage - Documents can be saved **locally** or in **Doculan Storage** @@ -17,33 +24,3 @@ ---> The above **Screenshots** represent that how to **Upload Document.** -**Demo Video:** - - - -
- - -
- ----> The above **Video** represent that how to **Upload Document.** diff --git a/docs/E_Sign/cancel-shared-document.md b/docs/E_Sign/cancel-shared-document.md index 10b7d30..de3f609 100644 --- a/docs/E_Sign/cancel-shared-document.md +++ b/docs/E_Sign/cancel-shared-document.md @@ -23,7 +23,7 @@ Cancelling a shared document: ## Step 1: Identify the document to cancel: - Look for the document currently marked as **Shared**. -- It eligible for cancellation. +- It is eligible for cancellation. Screenshot for Document diff --git a/docs/E_Sign/create-template.md b/docs/E_Sign/create-template.md index de1391e..0644b5a 100644 --- a/docs/E_Sign/create-template.md +++ b/docs/E_Sign/create-template.md @@ -54,4 +54,37 @@ When saving the template, you'll be prompted to choose between: You can now quickly load, edit, and reuse saved templates to speed up your document workflows. + +**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..726f608 100644 --- a/docs/E_Sign/decline-esign-document.md +++ b/docs/E_Sign/decline-esign-document.md @@ -1,4 +1,4 @@ - + # 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. @@ -68,11 +68,6 @@ To confirm who declined and when: - Opened by - Signed by - Declined by [User Name] - Screenshot for Document diff --git a/docs/E_Sign/myself-or-team-template.md b/docs/E_Sign/myself-or-team-template.md index 016ae3a..123d898 100644 --- a/docs/E_Sign/myself-or-team-template.md +++ b/docs/E_Sign/myself-or-team-template.md @@ -8,7 +8,7 @@ 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. --- diff --git a/docs/E_Sign/resend-esign-document.md b/docs/E_Sign/resend-esign-document.md index a4feac6..9386a21 100644 --- a/docs/E_Sign/resend-esign-document.md +++ b/docs/E_Sign/resend-esign-document.md @@ -30,7 +30,7 @@ Doculan enforces strict resend rules to ensure audit accuracy. In the **Actions** column for that document: -1. Click the **three-dot menu** (â‹®). +1. Click the **⋮ (three-dot)**. 2. You'll see options like: - View - Audit diff --git a/docs/E_Sign/resend-shared-document.md b/docs/E_Sign/resend-shared-document.md index 1dc36d8..a9e9c38 100644 --- a/docs/E_Sign/resend-shared-document.md +++ b/docs/E_Sign/resend-shared-document.md @@ -9,11 +9,11 @@ Doculan makes it easy to **resend shared documents** instantly without re-upload ## Overview Resending allows you to: -- Reissue expired or unopened links. -- Update recipient details (e.g., corrected email). +- Reissue the opened or unopened links. + - Maintain a complete tracking history for compliance. -> *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.* --- @@ -21,7 +21,7 @@ Resending allows you to: ## Step 1: Identify the document to resend -- In the **Status** column, look for the document marked as **Expired** or **Shared**. +- In the **Status** column, look for the document marked as **Shared**. - These are eligible for resending. Screenshot for Document @@ -47,10 +47,11 @@ 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/share-document.md b/docs/E_Sign/share-document.md index f9324df..921d3d9 100644 --- a/docs/E_Sign/share-document.md +++ b/docs/E_Sign/share-document.md @@ -11,7 +11,7 @@ You can share for **review**, **reference**, or **collaboration**, while maintai The **Share** feature provides a simple way to send read-only access to any stored file directly from your dashboard. It is often used to: -- Share signed contracts or templates with clients. + - Send drafts for approval or feedback. - Collaborate with colleagues without duplicating files. @@ -63,11 +63,12 @@ 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*). +- We only check the expiry date at the bottom of the Audit Trail. Screenshot for Document -- Click the **Audit** button to see complete tracking details — when it was sent, opened, or downloaded. +- Click the **Audit** button to see complete tracking details such as - when it was sent, opened, or downloaded. Screenshot for Document @@ -78,9 +79,9 @@ 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 +89,35 @@ 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..6fad59f 100644 --- a/docs/E_Sign/single-party-document.md +++ b/docs/E_Sign/single-party-document.md @@ -28,7 +28,7 @@ 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. +2. Under **Actions**, click the **⋮ (three-dot)** menu for that document. 3. Select **E-Sign**. Screenshot for Document @@ -180,21 +180,24 @@ The AI will respond contextually, it does **not** handle general queries. ## Step 9: 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. + +Screenshot for Document + - 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**. -Screenshot for Document - Screenshot for Document --- @@ -204,4 +207,35 @@ 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 to create 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..ccc62d1 100644 --- a/docs/E_Sign/update-template.md +++ b/docs/E_Sign/update-template.md @@ -94,4 +94,35 @@ Example: 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/Forms/Form-Delete.md b/docs/Forms/Form-Delete.md index 0b94d5a..3d35cad 100644 --- a/docs/Forms/Form-Delete.md +++ b/docs/Forms/Form-Delete.md @@ -1,9 +1,17 @@ +# How to Delete Form? + +This guide helps to **deleting a form in Doculan** is possible only when it has **no linked recipients or submissions**. Navigate to the Forms section, open the action menu, and choose Delete to remove the form permanently. A confirmation popup will appear, allowing you to verify the action before final deletion. This ensures that only unused or draft forms are safely removed from the system. + +--- + ## **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:** diff --git a/docs/Forms/Form_Cancel.md b/docs/Forms/Form_Cancel.md index 4f96662..e327779 100644 --- a/docs/Forms/Form_Cancel.md +++ b/docs/Forms/Form_Cancel.md @@ -1,8 +1,16 @@ +# How to Cancel Form? + +This guide helps to how to **cancel a form in Doculan** when it is **no longer needed**. Walks you through navigating to the form, initiating the cancellation, confirming the action, and reviewing the audit trail for tracking. It ensures you can safely stop a form workflow with full transparency. + +--- + + ## **Step 1: Navigate to Cancel the Form** - Status must be **Sent** -- Go to **Dashboard → Forms** -- Click **Action → Cancel** +- Navigate to the **Doculan Dashboard** and click **Forms.** +- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column. +- Click **Cancel.** **Screenshot1:** @@ -34,8 +42,10 @@ A confirmation popup appears with details. # **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 below operations: +- **Audit** – We can check the timesheet from the audit trail. Step 4 — Cancel the Form diff --git a/docs/Forms/Form_Clone.md b/docs/Forms/Form_Clone.md index d7c2618..d4eb157 100644 --- a/docs/Forms/Form_Clone.md +++ b/docs/Forms/Form_Clone.md @@ -1,10 +1,17 @@ +# How to Clone Form? + +Cloning a form in Doculan lets you **instantly duplicate any existing form** and **reuse its structure without rebuilding it**. After cloning, you can review the details, add recipients, and send it just like a new form. This feature makes repeating form workflows faster and more efficient. + +--- + ## **Step1: Navigate to Clone the Form** -- Go to **Dashboard → Forms** -- Click **Action → Clone** +- 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 & 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) +- 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** @@ -18,10 +25,12 @@ # **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** – View detailed submission logs and activity history. **Screenshot2:** -Step 2 — Clone the Form +Step 2 — Clone the Form The above **Screenshot** represent that **Audit Workflow of Clone Form.** \ No newline at end of file diff --git a/docs/Forms/Form_Create.md b/docs/Forms/Form_Create.md index 49f1e7e..d8e231b 100644 --- a/docs/Forms/Form_Create.md +++ b/docs/Forms/Form_Create.md @@ -1,10 +1,20 @@ -## **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 manage your form workflow efficiently. + +--- + +## **Step 1: Navigate to Create the Form** + +- Navigate to the **Doculan Dashboard**. Click **Forms** from the main menu. + +- Click the **Create New Form** button to manually design a form, or select **Generate with AI** to automatically create a form using **AI**. + +- 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 | |------------------|-------------| @@ -30,12 +40,12 @@ ---> 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 +- Drag & drop the **Form link** and **Fullname** into the email body - Click **Send** **Screenshot1:** @@ -49,7 +59,7 @@ ---> 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** @@ -62,19 +72,25 @@ **Screenshot2:** -Step 2 — Recipient Submission +Step 1 — Recipient Submission + +**Screenshot3:** + +Step 2 — Recipient Submission ---> 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** +# **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:** @@ -102,12 +118,12 @@
-
diff --git a/docs/Forms/Form_Document_Storage.md b/docs/Forms/Form_Document_Storage.md index ac59745..a75728b 100644 --- a/docs/Forms/Form_Document_Storage.md +++ b/docs/Forms/Form_Document_Storage.md @@ -1,13 +1,18 @@ -# **Navigate to view Submitted Form with Attachments** +# How do view Submitted Form with attachments? + +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. + +--- ## **Step1: Navigate to view Single Submitted Form with Attachment** - All forms and files are stored in the **Doculan Storage** - You can **view, download, and print** submissions(Forms) & attachments(pdf, word, etc...) -- Go to **Dashboard → Forms** -- Click **Action → Details** -- We can see the Submitted Form with their Attachment +- 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:** @@ -22,9 +27,10 @@ ## **Step2: Navigate to view Overall Submitted Form with Attachments** -- Go to **Dashboard → Forms** -- Click **Action → Details** -- We can see the Submitted Forms with their Attachments +- 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:** @@ -38,8 +44,9 @@ ## **Step3: 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:** diff --git a/docs/Forms/Form_Resend.md b/docs/Forms/Form_Resend.md index cf48866..4cb7394 100644 --- a/docs/Forms/Form_Resend.md +++ b/docs/Forms/Form_Resend.md @@ -1,7 +1,14 @@ -## **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. + +--- + +## **Step1: 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** @@ -14,8 +21,10 @@ # **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:** diff --git a/docs/Library_Management/Library.md b/docs/Library_Management/Library.md new file mode 100644 index 0000000..ebce293 --- /dev/null +++ b/docs/Library_Management/Library.md @@ -0,0 +1,126 @@ +## 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 provides teams with a unified source of truth, ensuring consistency, standardization, and efficiency across all document and form workflows. + +By using the Library, users can quickly locate and reuse templates, minimize duplication, and maintain uniformity in document creation and form-driven processes. + +--- + +### Library – Documents + +This section contains standardized **Document Templates** that can be reused across various business operations to promote consistency and operational efficiency. + +## Accessing Library – Documents + +1. Go to the **Doculan Dashboard**. +2. Click **Library**. +3. The **Library – Documents** page will be displayed, showing all available document templates. + +**Screenshot 1** + +PDF Scrolling + +-->The above **Screenshot** represent that **Accessing Library – Documents** + + +--- + +## Save Document Template in Doculan Storage + +1. Click the **⋮ (three-dot)** icon under the **Actions** column. +2. Select **Copy** to duplicate the document template. +3. Choose the specified location in **Doculan Storage** where the template should be saved. + +**Screenshot 2** + +PDF Scrolling + + + +**Screenshot 3** + +PDF Scrolling + +-->The above **Screenshots** represent that **Saving Document Template in Doculan Storage** + + + + +--- + +## Overwrite Document Template in Doculan Storage + +If the selected document template already exists in the same location within Doculan Storage: + +- A popup will appear indicating **“Overwrite File.”** +- To replace the existing file, click **Overwrite**. +- To keep the existing version unchanged, click **Cancel**. + +**Screenshot 4** + +PDF Scrolling + +-->The above **Screenshot** represent that **Overwriting Document Template in Doculan Storage** + + + +--- + +## Viewing Document Templates in E-Sign Templates and Specified Locations + +After copying a document template from **Library – Documents**, it will be available in both: + +- **E-Sign Templates**, and +- The **specified location** in Doculan Storage. + +### Viewing in E-Sign Templates + +1. Navigate to the **Doculan Dashboard**. +2. Click **Templates**. +3. Under **Myself Templates**, you will find the copied Document Template. + +**Screenshot 5** + +PDF Scrolling + +-->The above **Screenshot** represent that **Viewing Document Template in E-Sign Templates** + + + +### Viewing in the Specified Location + +1. Go to the **Doculan Dashboard**. +2. Navigate to the folder or location where the template was stored. +3. The copied Document Template will be visible there. + +**Screenshot 6** + +PDF Scrolling + +-->The above **Screenshot** represent that **Viewing Document Template in the Specified Location** + + + +--- + +## Working With a Document Template + +Once the Document Template is stored in the specified location, follow the steps below to use it for **E-Sign**: + +1. Locate the template in the specified storage location. +2. Click the **⋮ (three-dot)** icon under the **Actions** column. +3. Select **E-Sign** to begin working with the document. +4. The **E-Sign Template fields** will appear. +5. Click **Myself**. +6. Use the **dropdown** to select the required document template. +7. All related fields will be **automatically populated**. +8. You may now send the document to the **Recipient.** + +**Screenshot 7** + +PDF Scrolling + +-->The above **Screenshot** represent that **Working in Document Template** + + +--- \ No newline at end of file diff --git a/docs/README.md b/docs/README.md index 005d361..94ae4a3 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 securely manage documents, automate workflows, create smart forms, and collect legally binding e-signatures with complete audit trails. -* 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 document upload to AI-powered form detection and PDF comparison, Doculan ensures speed, accuracy, and compliance — all in a secure cloud environment. --- -## Key Features +## ✨ Key Capabilities + +### 📁 Document Management +- Upload, organize, tag, and version your documents. +- Secure cloud storage with role-based access control. +- Full document history and version tracking. -### Document Management +### ✍️ E-Signature & Audit Trails +- Create signable documents and send for signatures. +- Legally binding digital signatures with timestamps. +- Complete audit logs for compliance 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 inside scanned PDFs. +- AI-powered metadata extraction and smart tagging. +- Automatic form field detection for supported AcroForms (I-9, tax forms, onboarding docs). -### E-Signature +### 🧠 AI Form Generation +- Generate dynamic forms instantly using simple natural-language prompts. +- No manual field creation required. -* 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. +- Detect and highlight populated field changes instantly. -### AI & OCR +### ᝰ✍🏻 Smart Signing Experience +- Tab-based field navigation while signing. +- Auto-save while filling forms. +- Auto-focus on the next required field. -* 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. +- Access controls and permission-based sharing. +- Downloadable audit records. +- Paper copy request support as per 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..9d4f82f --- /dev/null +++ b/docs/Security/Security.md @@ -0,0 +1,77 @@ +# Two-Factor Authentication (2FA) +Two-Factor Authentication (2FA) is a security mechanism that enhances account protection by requiring users to verify their identity through two independent authentication factors. In addition to a standard password, users must provide a second form of verification—such as a one-time passcode, authenticator app token, or hardware security key. This dual-layer validation significantly reduces unauthorized access risks and strengthens overall system security. + +--- + +## Steps to Enable Two-Factor Authentication (2FA) +Follow the steps below to securely enable **Two-Factor Authentication (2FA)** in **Doculan.** + +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** +- Any other **TOTP-based** authenticator app + +5. Click the **Generate QR Code** button. + +**Screenshot 1** + +PDF Scrolling + + +**Screenshot 2** + +PDF Scrolling + +-->The above **Screenshots** represent that **Enable Two-Factor Authentication (2FA)** + + +A unique **QR Code** and **Secret Key** will be generated. You can enable 2FA using either method: + +- **Scan the QR Code** with your authenticator app, or +- **Manually enter the Secret Key** into your authenticator app. + +Once scanned, your authenticator app will generate **6-digit time-based verification codes**. + +Enter the current **6-digit code** into the Doculan website to complete 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** + +PDF Scrolling + +-->The above **Screenshot** represent that **Downloading Backup codes** + + +## Code Expiration + +- Each 2FA code generated by the authenticator app **expires every 12 hours**. +- After expiration, simply open your authenticator app to get a **new 6-digit code**. +- Alternatively, you may use one of your **backup codes** if needed. + +**Screenshot 4** + +PDF Scrolling + +-->The above **Screenshot** represent that **How to overcome code expiration** + diff --git a/docs/_clients/image-1.png b/docs/_clients/image-1.png new file mode 100644 index 0000000..cd75b26 Binary files /dev/null and b/docs/_clients/image-1.png differ diff --git a/docs/_clients/image-2.png b/docs/_clients/image-2.png new file mode 100644 index 0000000..d73210f Binary files /dev/null and b/docs/_clients/image-2.png differ diff --git a/docs/_clients/image-3.png b/docs/_clients/image-3.png new file mode 100644 index 0000000..fada4d9 Binary files /dev/null and b/docs/_clients/image-3.png differ diff --git a/docs/_coverpage.md b/docs/_coverpage.md index 6e555a6..40fbb89 100644 --- a/docs/_coverpage.md +++ b/docs/_coverpage.md @@ -1,16 +1,35 @@ -![logo](_media\docu-mini-logo.png ':size=8%') + +

+ +

-![Doculan](_media\doculan-mini.png ':size=10%') + +

+ +

+ ->Doculan is an all-in-one platform to create documents and forms, manage contacts, and securely E-sign files with ease. +> **Doculan** is an all-in-one platform to create documents and forms, manage contacts, and securely **E-Sign** files with ease. -- Simple and lightweight +

+ Fast • Simple • Lightweight Platform +

-> Clients +
-![autismcaretherapy](_clients\AutismCareTherapy.png ':size=10%')       ![marykennedy](_clients\MaryKennedy.png ':size=10%')      ![americangreensolutions](_clients\AmericanGreenSolutions.png ':size=10%') - - -[GitHub](https://github.com/virtualansoftware/doculan-tutorials/tree/main/docs) -[Getting Started](README.md) \ No newline at end of file +

+ + + +

diff --git a/docs/_media/Docu-logo.png b/docs/_media/Docu-logo.png index 3e0fdf3..ea50d66 100644 Binary files a/docs/_media/Docu-logo.png and b/docs/_media/Docu-logo.png differ diff --git a/docs/_media/cover-bg.png b/docs/_media/cover-bg.png new file mode 100644 index 0000000..deb176e Binary files /dev/null and b/docs/_media/cover-bg.png 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..5cd6504 100644 --- a/docs/_sidebar.md +++ b/docs/_sidebar.md @@ -1,9 +1,8 @@ -- [Getting started](README.md) +[Getting started](README.md) - --- -- **E-Sign** +- **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) @@ -13,7 +12,7 @@ --- -- **E-Sign Template** +- **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) @@ -29,28 +28,45 @@ --- - **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) --- - **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 Create Document?](Document/Documents_Create.md) + - [How to Upload Document?](Document/Documents_Upload.md) --- +- **Library Management** + - [Library – Documents](Library_Management/Library.md) + + +--- + +- **Security** + - [Two-Factor Authentication[2FA]](Security/Security.md) + +--- + +- **API Documentation** + - [E-Signature](API-Documentation/E-Signature.md) + --- + - **Release Notes** - - [Newly Released Features](releaseNotes.md) \ No newline at end of file + - [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) +--- diff --git a/docs/css/cookie.css b/docs/css/cookie.css index 1ce1a30..2c67eec 100644 --- a/docs/css/cookie.css +++ b/docs/css/cookie.css @@ -1,100 +1,118 @@ - -/*Cookie Consent Begin*/ #myCookieConsent { - z-index: 999; 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+ overflow: auto; +} + /*Cookie Consent End*/ + +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; +} \ No newline at end of file diff --git a/docs/index.html b/docs/index.html index 21965d8..5f6823f 100644 --- a/docs/index.html +++ b/docs/index.html @@ -1,220 +1,287 @@ + - - Virtualan Software - - - - - - - - - - - - - - - - - - - - - - - - - + + + - .right { - position: absolute; - right: 0px; - width: 300px; - /* border: 3px solid #73AD21; */ - padding: 10px; - } - + + + + + + -
- - - - - - - - - - - - - - - - +
+ + + + + + + + + + + + + + + + - + + \ No newline at end of file diff --git a/docs/releaseNotes.md b/docs/releaseNotes.md deleted file mode 100644 index c413a7a..0000000 --- a/docs/releaseNotes.md +++ /dev/null @@ -1,56 +0,0 @@ -# Release Notes – New Enhancements - -#### *Overview* -1. *PDF Scrolling: You can now scroll to the next page in the PDF (from the recipient's pdf viewer page, pdf esign page, signing page, shared document page)* -2. *Tab Navigation: Pressing the Tab key will move the focus to the next field. (recipient's signing page)* -3. *Auto-Resize Fields: When entering values in Text, Email, Number, or Initial fields, the input box will automatically expand to the right. (signing page)* - ---- - -## Features - -### 1. **PDF Scrolling Improvements** - -Users can now smoothly scroll to the next page within PDFs across all relevant modules. -This enhancement improves the reading and signing experience, especially for multi-page documents. - -Screenshot for Document - -#### Available in: -- PDF Viewer Page -- PDF eSign Page -- Signing Page -- Shared Document Page(Only View and Downloadable PDF file) - ---- - -### 2. **Enhanced Tab Navigation** - -Pressing the Tab key now correctly shifts the focus to the next input field while signing documents. -This improves accessibility and speeds up the form-filling process. - -Screenshot for Document - -#### Available in: -- PDF Viewer Page -- PDF e-Sign Page -- Signing Page - ---- - -### 3. **Auto-Resizing Input Fields** - -Text-based input fields now automatically expand horizontally as users type, ensuring the entered value is always visible without manual resizing. - -Screenshot for Document - -#### Applies to: - -- Text Fields -- Email Fields -- Number Fields -- Initial Fields - - \ No newline at end of file diff --git a/docs/releaseNotes/version_0.3.0.md b/docs/releaseNotes/version_0.3.0.md new file mode 100644 index 0000000..907cdfb --- /dev/null +++ b/docs/releaseNotes/version_0.3.0.md @@ -0,0 +1,50 @@ +# 🚀 Version 0.3.0 – New Enhancements + +1. **PDF Scrolling** – Users can now smoothly scroll between pages in multi-page PDFs across multiple modules. +2. **Tab Navigation** – Pressing the `Tab` key moves the focus to the next field while signing. +3. **Auto-Resize Fields** – Input fields automatically expand while typing for better visibility. + +--- + +## 1️⃣ PDF Scrolling Improvements + +Users can now seamlessly scroll to the next page within PDF documents across all supported modules. +This significantly improves the viewing and signing experience for multi-page files. + +PDF Scrolling + +### Available In: +- PDF Viewer Page +- PDF eSign Page +- Signing Page +- Shared Document Page (View & Download only) + +--- + +## 2️⃣ Enhanced Tab Navigation + +You can now use the `Tab` key to move automatically to the next input field while filling or signing documents. +This improves accessibility and speeds up the overall signing process. + +Tab Navigation + +### Available In: +- PDF Viewer Page +- PDF eSign Page +- Signing Page + +--- + +## 3️⃣ Auto-Resizing Input Fields + +Text-based input fields will now dynamically expand as users type, ensuring that the full value remains visible without manual resizing. + +Auto Resizing Fields + +### Applies To: +- Text Fields +- Email Fields +- Number Fields +- Initial Fields + +--- diff --git a/docs/releaseNotes/version_0.4.0.md b/docs/releaseNotes/version_0.4.0.md new file mode 100644 index 0000000..4872eaa --- /dev/null +++ b/docs/releaseNotes/version_0.4.0.md @@ -0,0 +1,173 @@ +# 🚀 Version 0.4.0 – New Enhancements + +1. **Special Features Tab** – A centralized settings tab to manage advanced AI features. +2. **AI Field Detection** – Automatically detects fields in supported PDF AcroForms. +3. **AI Form Generation** – Instantly generate complete forms using simple text prompts. +4. **PDF Form Comparison** – Compare previous and current form submissions for accurate auditing. + +--- + +## 1️⃣ Special Features Tab + +A new **Special Features** tab is now available in the **Settings** section. +This provides a centralized location to enable or disable advanced AI-powered features with ease. + +Special Features Tab + +### Available In: +- Settings Page + +--- + +## 2️⃣ AI Field Detection + +Doculan now automatically detects form fields in supported **PDF AcroForms**, including: + +- I-9 Forms +- Onboarding Forms +- Government & Compliance Forms + +This significantly reduces manual field configuration and speeds up document preparation. + +AI Field Detection Button + +AI Field Detection Popup + +**Demo Video:** + + + +
+ + +
+ +---> The above **Video** represent that **AI Field Detection** + +--- + +## 3️⃣ AI Form Generation + +Users can now generate fully structured forms instantly by entering a simple **text prompt**. +Doculan’s AI automatically builds the complete form layout with all required fields. + +AI Form Button + +AI Form Popup + +### Key Benefits: +- No manual form creation +- Faster form setup +- Reduced human errors + +**Demo Video:** + + + +
+ + +
+ +---> The above **Video** represent that **AI Form Generation** + +--- + +## 4️⃣ PDF Form Comparison + +You can now compare **previously submitted form values** with **current submissions** in a single view. +This feature is especially useful for ensuring data accuracy and compliance. + +Field Comparison + +**While Signing (Self-Sign Only):** +During the signing process, users performing a **self-sign** can view and compare their **previously submitted values** alongside the current form fields. + +--- + +Multi-Party Comparison + +**After Signing (All Parties):** +Once the document is fully signed, users can compare **all parties’ submitted values** against previous records for complete audit visibility. + + +**Demo Video:** + + + +
+ + +
+ +---> The above **Video** represent that **PDF Form Comparison** + +--- + +### Use Cases: +- Audit verification +- Change tracking +- Discrepancy detection +- Compliance validation + +--- \ No newline at end of file diff --git a/docs/releaseNotes/version_0.5.0.md b/docs/releaseNotes/version_0.5.0.md new file mode 100644 index 0000000..a8a9850 --- /dev/null +++ b/docs/releaseNotes/version_0.5.0.md @@ -0,0 +1,65 @@ +# 🚀 Version 0.5.0 – New Enhancements + +1. **Generate QR Code for E-Sign Documents** – QR Code generation provides quick, direct access to E-Sign documents by embedding party details and allowing immediate document opening through a simple device scan. +2. **Generate QR Code for Forms** – QR Codes offer a seamless way for participants to access and submit forms by embedding essential participant information and enabling instant form retrieval through a simple device scan. + +--- +## 1️⃣ Generate QR Code for E-Sign Documents +QR Code generation enables streamlined, **direct access to E-Sign documents** without requiring manual navigation. The generated code includes essential party details and can be scanned from any compatible device to immediately open and complete the document. +### Steps to Generate a QR Code +1. Open the required **E-Sign Document** from the list. +2. Click the **⋮ (three-dot)** icon under the **Actions** column. +3. Select **QR Code** to generate the code. + +**Screenshot 1:** + +PDF Scrolling + +**Screenshot 2:** + +PDF Scrolling + +-->The above **Screenshots** represent that **QR Code Generation for E-Sign Documents.** + +4. The generated QR Code contains the following **party information:** + +- **Party ID** +- **Name** +- **Email** + +5. You can **download** the QR Code for sharing or offline use. + +6. Scanning the QR code from any device allows users to instantly **access, complete, and submit the E-Sign document.** + +> **Note:** QR Code generation is available **only when the E-Sign document status is _Pending_ and _Shared_** + +--- + +## 2️⃣ Generate QR Code for Forms +QR Codes provide an efficient method for participants to **access and submit forms with minimal effort**. The generated code contains the required participant information and allows instant form retrieval through a simple device scan. +### Steps to Generate a QR Code + +1. Open the required **Form** from the list. +2. Click the **⋮ (three-dot)** icon under the **Actions** column. +3. Select **QR Code** to create the code. + +**Screenshot 1:** + +PDF Scrolling + +**Screenshot 2:** + +PDF Scrolling + +-->The above **Screenshots** represent that **QR Code Generation for Forms.** + +4. The generated QR Code includes the following **participant details:** + +- **Name** +- **Email** + +5. You can **download** the QR Code for easy distribution. + +6. 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