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Feature Request: [Different document in template] #1477

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hannodv opened this issue Nov 20, 2024 · 2 comments
Open
2 tasks done

Feature Request: [Different document in template] #1477

hannodv opened this issue Nov 20, 2024 · 2 comments

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@hannodv
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hannodv commented Nov 20, 2024

Feature Title

Select a different document in template

Feature Description

Selecting a different document while using a template would be very useful.
Currently, when using a template, I can change many things before sending, but I can't change the base document.
Since my documents all have the signature space in the same area, it would be a great time saver to be able to set the locations of the signature, date, etc. on the template, and just update the base document before sending.

What type of feature are you requesting?

UI/UX Improvement

Importance

Medium

Additional Context

No response

Code of Conduct

  • I agree to follow this project's Code of Conduct
  • I have searched the existing issues & discussions to make sure that this is not a duplicate.
@andrew-opensignlabs
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While this sounds like a great feature. This might confuse a lot of users. What do you have in mind about the UX of this feature?

@hannodv
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hannodv commented Nov 25, 2024

I understand how it could be confusing to put under templates, so maybe it should be called something else, but let me give more detail:
Until recently, I used a different service for digital signatures, where fields with their locations can be imported from another document. So, I had a template document that I could import those fields from.

With Opensign however, I currently need to manually place every field (signature, date, etc) every single time, even though it goes on the exact same place on every document. So a template (or even just the previously created document) where the fields are auto-populated from onto the chosen pdf would be a great time-saver. As a bonus, it would ensure each document has the fields in exactly the same location.

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