Merge pull request #2044 from pravinOpenSign/patch-49

Patch 49

Author: prafull-opensignlabs

docs/docs/help/New-Document/request-signatures.md

@@ -153,32 +153,35 @@ Use the option on the right side to add recipients if you need to include additi
       -  All pages but first: It will copy the initials widget to all pages except the first page.
  - **Name**: The name widget allows signers to add their name or any other text, functioning like a text field during the signing process. After placing the name widget, you will see the options on the widget such as:
     - Setting icon: By clicking on the option, you can set the color and font.
+      
+      **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
     - Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
     - Copy : Clicking on this you can duplicate the name widget.
  - **Job title**: The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process. After placing the job title widget, you will see the options on the widget such as:
     - Setting icon: By clicking on the option, you can set the color and font.
+      
+      **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
     - Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
     - Copy : Clicking on this you can duplicate the job title widget.
 
  - **Company**: The company widget allows signers to add their company or any other text, functioning like a text field during the signing process. After placing the company widget, you will see the options on the widget such as:
      - Setting icon: By clicking on the option, you can set the color and font.
+       
+       **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
      - Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      - Copy : Clicking on this you can duplicate the Company widget.
  - **Date**: The date widget allows signers to add a date during the signing process. After placing the date widget, you will see the options on the widget such as:
      - Setting icon: By clicking on the option, you can choose from various date formats.
      - Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      - Copy : Clicking on this you can duplicate the date widget. 
- - **Text**: The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer. After placing the Text widget, you will see the options on the widget such as:
-    - Setting icon: By clicking on the option, you can set the color and font.
-    - Copy : Clicking on this you can duplicate the Text widget.
-  
  - **Text Input**: The text input field is used to collect input from the signer. Signers can type their responses directly into this field. After placing the Text Input widget, you will see the options on the widget such as:
     - Setting : The widget settings panel provides additional customization options, including:
       - Choosing a **font color**
       - Setting the **font size**
       - Marking the field as **required** or **optional**
       - Providing a **default value**
       - Making the field **read-only**
+      - **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
       - Adding a **hint**, which will be displayed on the widget for better clarity
       - **Custom Validations** are also supported, including:
        - Predefined formats like **SSN**, **email**, or **numeric values**
@@ -206,6 +209,7 @@ Use the option on the right side to add recipients if you need to include additi
    - Marking the field as **required** or **optional**
    - Providing a **default value**
    - Making the field **read-only**
+   - **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
    - Adding a **hint**, which will be displayed on the widget for better clarity
 
   **Custom Validations** are also supported, including:
@@ -237,6 +241,9 @@ Use the option on the right side to add recipients if you need to include additi
     - Copy : Clicking on this you can duplicate the image widget.
  - **Email**: The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. After placing the email widget, you will see the options on the widget such as:
     - Setting icon: By clicking on the option, you can set the color and font.
+      
+      **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
+      
     - Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
     - Copy : Clicking on this you can duplicate the email widget.
   ### 📄 Document Page Controls

docs/docs/help/Reports/completed.md

@@ -47,6 +47,17 @@ The "Completed documents" report also includes several actions icons for each do
 
 - **Save as template:** This option allows the user to save the current document as a reusable template. Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template. The newly created template will also be available in the Manage Templates list.
 
+- **View formdata**: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.
+
+You can download the data in Excel format using this option.
+
+You can also print the form details if needed.
+
+Fields marked with **Hide Text with Asterisks** will be exported in plain text (unmasked), showing the actual values entered.
+
+**Note:** You cannot download form data if any widget names in the document are duplicated — each widget must have a unique name.  
+This feature is available only on the **Teams** and **Enterprise** plans.
+  
 - **Fix and resend:** This option allows the user to recreate a completed document.
 It is useful when the completed document contains missing or incorrect information. Instead of starting from scratch, the user can use this feature to make the necessary edits and resend the document for signature.
 

docs/docs/help/Reports/in-progress.md

@@ -66,6 +66,17 @@ The pop-up will display a list of email addresses of the intended recipients or
 Upon clicking, a confirmation popup will appear. If the user selects Yes, the template will be created successfully. After that, the user will be presented with options to Use Template, Send in Bulk, or Edit the Template.
 The newly created template will also be available in the Manage Templates list.
 
+- **View formdata**: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.
+
+You can download the data in Excel format using this option.
+
+You can also print the form details if needed.
+
+Fields marked with **Hide Text with Asterisks** will be exported in plain text (unmasked), showing the actual values entered.
+
+**Note:** You cannot download form data if any widget names in the document are duplicated — each widget must have a unique name.  
+This feature is available only on the **Teams** and **Enterprise** plans.
+
 - **Delete :** If the document is outdated or was sent by mistake, you can permanently remove it from the list. Use this action cautiously, as deleted documents cannot be recovered.
 
 If you require more help, feel free to reach out to our customer support on [email protected].

docs/docs/help/Templates/create-template.md

@@ -148,29 +148,32 @@ After placing the Stamp widget, you will see the options on the widget such as:
  - **Name**: The name widget allows signers to add their name or any other text, functioning like a text field during the signing process.
 After placing the name widget, you will see the options on the widget such as:
     - Setting icon: By clicking on the option, you can set the color and font.
+      
+      **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
+      
     - Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
     - Copy : Clicking on this you can duplicate the name widget.
  - **Job title**: The Job title widget allows signers to add their Job title or any other text, functioning like a text field during the signing process.
 After placing the job title widget, you will see the options on the widget such as:
     - Setting icon: By clicking on the option, you can set the color and font.
+      
+      **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
     - Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
     - Copy : Clicking on this you can duplicate the job title widget.
 
  - **Company**: The company widget allows signers to add their company or any other text, functioning like a text field during the signing process.
 After placing the company widget, you will see the options on the widget such as:
      - Setting icon: By clicking on the option, you can set the color and font.
+       
+       **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.   
      - Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      - Copy : Clicking on this you can duplicate the Company widget.
  - **Date**: The date widget allows signers to add a date during the signing process. 
 After placing the date widget, you will see the options on the widget such as:
      - Setting icon: By clicking on the option, you can choose from various date formats.
      - Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
      - Copy : Clicking on this you can duplicate the date widget. 
- - **Text**: The text field functions as a label. Users can add and type text into this field, which will be embedded in the document when it's sent. This field is not editable by the signer. 
-After placing the Text widget, you will see the options on the widget such as:
-    - Setting icon: By clicking on the option, you can set the color and font.
-    - Copy : Clicking on this you can duplicate the Text widget.
-  
+
  - **Text Input**: The text input field is used to collect input from the signer. Signers can type their responses directly into this field.
 After placing the Text Input widget, you will see the options on the widget such as:
     - Setting icon: The widget settings panel provides additional customization options, including:
@@ -179,6 +182,7 @@ After placing the Text Input widget, you will see the options on the widget such
        - Marking the field as **required** or **optional**
        - Providing a **default value**
        - Making the field **read-only**
+       - **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
        - Adding a **hint**, which will be displayed on the widget for better clarity
        - **Custom Validations** are also supported, including:
        - Predefined formats like **SSN**, **email**, or **numeric values**
@@ -207,6 +211,7 @@ After placing the Text Input widget, you will see the options on the widget such
         - Marking the field as **required** or **optional**
         - Providing a **default value**
         - Making the field **read-only**
+        - **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
         - Adding a **hint**, which will be displayed on the widget for better clarity
         - **Custom Validations** are also supported, including:
         -  Predefined formats like **SSN**, **email**, or **numeric values**
@@ -242,6 +247,8 @@ After placing the Image widget, you will see the options on the widget such as:
  - **Email**: The email widget is used to enter an email address during the signing process. It only accepts input in a valid email format. If the signer enters invalid text, a validation error will occur, and the document cannot be completed until it's corrected. 
 After placing the email widget, you will see the options on the widget such as:
     - Setting icon: By clicking on the option, you can set the color and font.
+      
+      **Hide text with asterisks**: **"which masks the entered text (*) to protect sensitive information while filling out the document. The final embedded document will also display the text as asterisks, keeping the actual value hidden.
     - Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
     - Copy : Clicking on this you can duplicate the email widget.
  ### 📄 Edit Template

docs/docs/help/Templates/manage-templates.md

@@ -48,6 +48,15 @@ The selected user will be able to access the template and create documents from
    <img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/89780622-dd0d-47b7-b3b2-a71d537d7967" />
 
    <img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/fdc98efe-dc2d-4e53-bc66-be3aab07eef0" />
+   
+**Download all formdata**: Use this option to download all form data collected during the signing process. The exported file contains every input field and its corresponding value, making it easy to review, archive, or process externally.
+
+You can download the data in Excel format using this template.
+
+Fields marked with **Hide Text with Asterisks** will be exported in plain text (unmasked), showing the actual values entered.
+
+**Note:** You cannot download form data if any widget names in the template are duplicated — each widget must have a unique name.  
+This feature is available only on the **Teams** and **Enterprise** plans.
 
 **Embed**: The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.
 Click "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.