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Merge branch 'praveen' of github.com:virtualansoftware/doculan-tutorials into latest-deploy
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‎docs/E_Sign/comment_section.md‎

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# How to Use the Comment Section in E-Sign?
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The **Comment Section** in the E-Sign module allows users to communicate effectively by adding comments directly within the document during the signing process. Users can raise queries, provide clarifications, and respond to comments in real time, ensuring better collaboration between the sender, admin, and recipients. This feature helps streamline communication, reduces delays, and ensures that all concerns are addressed before completing the document.
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---
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## Steps to Use the Comment Section
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### Step 1. Recipient one can raise queries in the comments section.
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- Navigate to the E-Sign (Signing Page).
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<img src=" screenshots\Comments\Comment.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- Click on the Comments menu available in the interface.
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<img src=" screenshots\Comments\Comment_option.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- Select the relevant page number and specific section of the document.
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<img src=" screenshots\Comments\Comment_page.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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<img src=" screenshots\Comments\Comment_section.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- Enter your comment to raise a query or provide clarification.
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- Submit the comment for review
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<img src=" screenshots\Comments\Comment_query.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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### Step 2. The admin can respond to First Recipient’s query in the comments section.
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- Admin can navigate to the sended file.
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- In the **Actions** column, click the three-dot (⋮) menu next to the Comments.
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<img src=" screenshots\Comments\Comment_Admin.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- Open the file’s **Comments** section to review the comment.
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<img src=" screenshots\Comments\Comment_Admin_Review.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- Respond to the query to clarify the recipient’s doubts.
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<img src=" screenshots\Comments\Comment_Admin_anwer1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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### Step 3. The recipient reviews the response and submits the file.
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- Review the response in the comments section to clarify their doubts.
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<img src=" screenshots\Comments\Comment_Party_.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- Submit the file.
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<img src=" screenshots\Comments\Comment_Submit1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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### Step 4. The second recipient opens the file.
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- The second recipient can raise a query in the comments section.
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<img src=" screenshots\Comments\Comment_Party_query.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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### Step 5. The admin responds to the second recipient’s query.
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- The admin clarifies the second recipient’s query in the comments section.
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<img src=" screenshots\Comments\Comment_Admin_anwer1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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### Step 6. The Second recipient reviews the response and submits the file.
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- Review the Admin response in the comments section to clarify their doubts.
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<img src=" screenshots\Comments\Comment_Party_2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- submit the file to complete the signing process.
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<img src=" screenshots\Comments\Comment_Submit1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a E-Sign">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Co.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Co.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Co.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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> The above **Video** Represent how to use the **Comments Section** feature to sign a document, providing a step-by-step walkthrough of the complete signing process.
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© Doculan by [Virtualan Software](https://www.virtualan.io)

‎docs/E_Sign/share_folder.md‎

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# How to Share a folder?
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The **Share Folder** feature in Doculan enables you to quickly and securely share entire folders with individuals or groups—without requiring them to log in. You can provide access to multiple documents within a folder for review, reference, or collaboration while maintaining full control over permissions, ensuring both flexibility and security throughout the process.
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This feature offers a simple and efficient way to grant controlled access to all files within a folder directly from your dashboard, allowing secure and organized document sharing.
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---
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## **Step 1: Access the Sharing Options**
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- In the **Actions** column, click the three-dot (⋮) menu next to the folder you want to share.From the dropdown menu, select **Share**.
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<img src=" screenshots\E-Sign_Images\Share_Folder.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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## Step 2: Configure sharing details:
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Once you click Share, a popup or side panel will appear with fields for:
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- **Recipient Name**
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- **Recipient Email Address**
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<!-- - **Access Type:**
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- *View Only* → Recipient can view or download. -->
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<img src=" screenshots\E-Sign_Images\ShareFolder_Add_Recipient.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- **Expiry Date:** Specify how long the shared link should remain active.
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- **Reminder:** Optionally schedule an email reminder before the link expires.
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<img src=" screenshots\E-Sign_Images\ShareFolder_Set_Reminder.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- **Email body:** Add a personalized message to provide context for the recipient.
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- Optionally, click **AI Assist** to generate a professional and well-structured email message automatically.
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<img src=" screenshots\E-Sign_Images\ShareFolder_Send_Mail.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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- Click **Send** to deliver the document.
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---
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### Step 3: Recipient Access via Email
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After the folder is shared:
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* The recipient will receive an email containing the **folder access link**.
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<img src=" screenshots\E-Sign_Images\ShareFolder_access.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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* Click the link to open and view the shared folder (no login required).
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<img src=" screenshots\E-Sign_Images\ShareFolder_access1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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* Access is subject to the defined **permissions** and **expiry period** set by the sender.
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* The recipient can view and download all shared files within the folder, based on the assigned access permissions.
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**View** the files within the Folder.
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<img src=" screenshots\E-Sign_Images\ShareFolder_view.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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**Download** the files within the Folder.
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<img src=" screenshots\E-Sign_Images\ShareFolder_Download.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Share Document">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Share_Document/Share_Docu.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Share_Document/Share_Doc.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Share_Document/Share_Docu.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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> The above **Video** represent that how to **Share Folder**.
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© Doculan by [Virtualan Software](https://www.virtualan.io)

‎docs/Forms/Form_Save.md‎

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# How to Save a Forms?
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The **Save Form** option allows you to store a form without sending it, enabling you to review or send it at a later time.
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---
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## Step-by-Step Instructions
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1. Navigate to the Forms section.
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<img src="screenshots\Forms\Save_form.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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2. Click Create Form and choose your preferred method.
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3. Fill in the required form details and fields.
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<img src="screenshots\Forms\Save_form1.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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4. Click the Send Form dropdown option.
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<img src="screenshots\Forms\Save_form2.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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5. Select Save Form instead of sending.
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<img src="screenshots\Forms\Save_form3.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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6. Click Save Form to store the form for future use.
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<img src="screenshots\Forms\Save_form4.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Forms/Form.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Forms/Form.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Forms/Form.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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> The above **Video** represent that how to **Save Forms**.
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© Doculan by [Virtualan Software](https://www.virtualan.io)

‎docs/_sidebar.md‎

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- [How to Schedule an Email?](E_Sign/schedule-email.md)
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- [How to Rename the File?](E_Sign/rename-file.md)
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- [How to Use the Co-Signer Option?](E_Sign/Co-Signer.md)
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- [How to Use the Comment Section in E-Sign?](E_Sign/comment_section.md)
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- **Wet Signature**
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- [How to use Wet-Signature?](Wet-Signature/WetSign.md)
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- [How to share document?](E_Sign/share-document.md)
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- [How to resend shared document?](E_Sign/resend-shared-document.md)
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- [How to cancel shared document?](E_Sign/cancel-shared-document.md)
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- [How to Share a folder?](E_Sign/share_folder.md)
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---
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- **Form Management**
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- [How to Cancel Form?](Forms/Form_Cancel.md)
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- [How to Delete Form?](Forms/Form-Delete.md)
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- [How to Resend Form?](Forms/Form_Resend.md)
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- [How to Save Forms?](Forms/Form_Save.md)
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- **Embedded Esign**
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- [How to use Embedded Esign?](Embedded-Esign/EmbdedEsign.md)

‎docs/screenshots/Comments/Comment.png‎

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‎docs/screenshots/Comments/Comment_Admin.png‎

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‎docs/screenshots/Comments/Comment_Admin_Review.png‎

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‎docs/screenshots/Comments/Comment_Admin_answer.png‎

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‎docs/screenshots/Comments/Comment_Admin_anwer1.png‎

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‎docs/screenshots/Comments/Comment_Party2.png‎

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