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‎docs/API-Documentation/E-Sign.md‎

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‎docs/E_Sign/Contract-Lifecycle.md‎

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# How to use contract Lifecycle Management?
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**Contract Lifecycle Management (CLM)** helps organizations create, review, approve, sign, store, and manage contracts throughout their entire lifecycle. It streamlines contract processes, improves visibility, and ensures compliance by keeping all contract-related activities in a centralized system.
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---
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## Step 1: Open the Signed Document
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1. Navigate to the appropriate folder containing the signed document.
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2. Locate the required document.
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3. Click the **Action** Menu (⋮) associated with the document.
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4. Select **View** to open and review the signed document.
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<img src=" screenshots\CLM\CLM-1.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 the Contract Document
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1. From the left-side navigation menu, click Contracts.
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2. Select the signed document that you want to convert into a contract record.
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3. The AI-powered contract engine automatically extracts key information from the document and generates the contract details.
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4. Review the extracted information before proceeding to the next step.
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<img src=" screenshots\CLM\CLM-View.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: Review and Validate Contract Details
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Once the AI completes the contract extraction process, review all generated information carefully before final approval. Ensure the extracted details are accurate, complete, and aligned with organizational and legal requirements.
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<img src=" screenshots\CLM\CLM-Overview.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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## Review Party Information
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Verify the details of all parties involved in the contract.
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Ensure the following information is accurate:
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* Party names
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* Roles and responsibilities
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* Contact details
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* Organization or company information
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<img src=" screenshots\CLM\CLM-Parties.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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Update any incorrect or missing information before proceeding.
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---
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## Review Financial Information
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Validate all financial details extracted from the contract.
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Review and confirm:
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* Total contract value
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* Payment terms and conditions
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* Pricing and rate information
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* Billing schedules and invoicing obligations
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* Currency and frequency details
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<img src=" screenshots\CLM\CLM-Financial.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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Ensure all financial calculations and payment structures are correct.
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---
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## Review Signatories
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Verify that all required parties are properly assigned in the Signatories section before approving the contract.
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### Steps
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1. Navigate to the **Signatories** tab.
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2. Review all listed signatories.
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3. Confirm the accuracy of:
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* Signer names
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* Roles and assignments
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* Signing status
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* Signature dates
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* Execution details
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4. Ensure all mandatory signatories are included.
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5. Update or correct any missing or inaccurate information.
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<img src=" screenshots\CLM\CLM-Signature.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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## Configure Contract Alerts and Expiry Notifications
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Set up reminders and expiration alerts to ensure important contract milestones are not missed.
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### Steps
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1. Verify the **Contract Expiry Date**.
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2. Review the automatically generated reminder schedule.
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3. Configure reminder notifications based on business requirements.
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### Recommended Reminder Intervals
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* 30 Days Before Expiry
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* 14 Days Before Expiry
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* 7 Days Before Expiry
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* 3 Days Before Expiry
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* 1 Day Before Expiry
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### Additional Actions
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* Add new reminder intervals if required.
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* Modify or remove existing reminders.
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* Save alert configurations to enable automated notifications.
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<img src=" screenshots\CLM\CLM-Alerts.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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Ensure all required reminders are configured before contract approval.
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---
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## Review Red Lines and Risk Analysis
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Review AI-generated clause analysis and risk indicators to identify contractual concerns or missing legal protections.
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### Steps
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1. Navigate to the **Red Lines** tab.
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2. Review highlighted clauses and associated risk levels:
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* Low Risk
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* Medium Risk
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* High Risk
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3. Verify the inclusion of critical legal provisions, including:
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* Limitation of Liability
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* Termination Clauses
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* Indemnification Clauses
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* Confidentiality Obligations
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* Other required legal protections
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4. Review AI-generated recommendations and risk explanations.
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5. Modify, add, or update clauses as needed to comply with organizational policies and legal standards.
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6. Resolve all high-risk or missing clauses before approval.
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<img src=" screenshots\CLM\CLM-Red_Line.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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## Approve and Save the Contract
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After completing the review and validation process:
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1. Make any necessary updates to the contract information.
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2. Click **Approve & Save**.
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3. The contract will be successfully created and added to the **Contracts Dashboard** for future tracking, management, and reporting.
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<img src=" screenshots\CLM\CLM-Signature.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: Manage Contract Renewals
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1. Navigate to the **Contracts Dashboard**.
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<img src=" screenshots\CLM\CLM-Dashboard.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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2. Select the contract you want to manage.
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3. Click **Renewals** to open the Renewal Tracking page.
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<img src=" screenshots\CLM\CLM-Action.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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4. Review upcoming renewal dates and reminder schedules.
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5. Update renewal information and reminder dates as needed.
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6. Save the changes to keep renewal tracking up to date.
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<img src=" screenshots\CLM\CLM-Remender.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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7. Use this option to cancel the selected contract permanently.
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<img src=" screenshots\CLM\CLM-Cancel.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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## Key Benefits of CLM
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- Centralized contract repository
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- Automated data extraction using AI
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- Simplified contract review and approval process
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- Renewal and expiration tracking
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- Automated reminders and alerts
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- Improved compliance and contract visibility
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- Secure storage and lifecycle management
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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-Signer.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-Signer.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-Signer.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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© Doculan by [Virtualan Software](https://www.virtualan.io)

‎docs/E_Sign/Image-and-Underline.md‎

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# How to use Images & Underlines Fields?
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The **Images & Underlines Fields** feature in the E-Sign module allows both senders and recipients to add images and apply underline formatting directly within documents during the signing process. This functionality improves document clarity, enhances collaboration, and ensures a more interactive signing experience.
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---
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## Step 1: Open the Document
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- Navigate to the **Documents** section from the main menu.
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- Locate the document you want to prepare for e-signing.
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- Click **Open** or **Edit** to launch the document in the E-Sign editor.
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<img src=" screenshots\Image-Field\image-field.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: Add an Image Field
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- Select the **Image Field** option from the toolbar or field panel on the right.
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- Drag and place the image field in the required section of the document.
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- Open the **Field Settings** to configure who is responsible for uploading the image (sender or a specific recipient).
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- Resize and reposition the field as needed by dragging its corners or edges.
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- Both the sender and recipients can access the **Images & Underlines Fields** feature based on their assigned permissions.
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<img src=" screenshots\Image-Field\image-field1.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: Upload an Image
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- Click on the inserted image field to activate it.
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- Click the **Upload** icon or button that appears within the field.
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- Browse and select the required image from your device (supported formats: PNG, JPG, JPEG, GIF).
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- The image will be embedded directly into the document at the designated position.
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- Users can add **logos**, **signatures**, **stamps**, or other supporting visuals directly into the document.
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<img src=" screenshots\Image-Field\Upload-Image-1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document"><br>
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<img src=" screenshots\Image-Field\image-field2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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> **Tip:** Ensure the image is clear and properly sized before uploading for the best visual result in the final signed document.
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---
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## Step 4: Add an Underline Field
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- Select the **Underline Field** option from the toolbar or field panel.
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- Drag and place the underline field in the required section of the document.
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- Adjust the width of the underline field to match the area where the recipient needs to sign or annotate.
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- Open the **Field Settings** to assign the underline field to the appropriate recipient.
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- You can add a label or placeholder text to guide the recipient on what is expected in that field.
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<img src="screenshots/Image-Field/image-field-underline.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: Assign Fields to Recipients
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- After placing the image field, assign each field to the appropriate recipient.
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- Click on the field and use the **Assign To** dropdown to select the intended recipient.
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- This ensures each party fills in only the fields assigned to them during the signing workflow.
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<img src=" screenshots\Image-Field\image-field-recipient.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: Save and Send the Document
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- Once all image and underline fields are placed and assigned, click **Save** to preserve your configuration.
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- Click **Send** to dispatch the document to the recipients for their action.
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- Recipients will receive an email notification with a link to access and complete the document.
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<!-- <img src=" screenshots\Image-Field\image-field-recipient.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 7: Recipient Fills in the Fields
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- The recipient opens the document via the link provided in the email.
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- They click on the **Image Field** to upload their image (e.g., signature or stamp).
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- Once all required fields are completed, the recipient clicks **Submit** or **Sign** to finalize their action.
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<img src=" screenshots\Image-Field\image-field3.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document"><br>
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<img src=" screenshots\Image-Field\image-upload2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document"><br>
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<img src=" screenshots\Image-Field\image-field6.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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## Step 8: Review the Completed Document
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- Click **View Document** to review the completed document and verify all signatures, fields, and information before downloading or sharing it.
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<img src=" screenshots\Image-Field\image-field4.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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## Key Benefits
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| Feature | Benefit |
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|---|---|
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| Image Field | Allows embedding of logos, stamps, and visual signatures |
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| Underline Field | Provides a structured area for written signatures or annotations |
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| Permission-Based Access | Controls who can add or edit fields based on role |
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| Multi-Recipient Support | Assign different fields to different signers in a single workflow |
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---
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## Notes
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- Only users with appropriate permissions can add or modify image and underline fields.
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- Uploaded images are securely stored and associated with the document.
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- The underline field supports both typed and drawn input depending on the configuration.
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- All changes are tracked and logged for audit purposes.
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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/Image_Underline.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Image_Underline.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/Image_Underline.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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© Doculan by [Virtualan Software](https://www.virtualan.io)

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