Merge pull request #1874 from pravinOpenSign/patch-30

Update in-progress.md

Author: prafull-opensignlabs

docs/docs/help/Reports/completed.md

@@ -19,7 +19,7 @@ The "Completed documents" report within OpenSign serves as a vital tool for mana
 
 The "Completed documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:
 
-<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/4694c9b3-ca2c-4f27-a9d9-8dca220a4124" />
+<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/608ebc3c-e32b-4a2f-bc58-3c1b60108741" />
 
 - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents.
 
@@ -43,6 +43,13 @@ The "Completed documents" report also includes several actions icons for each do
 
 - **Delete Document:** The trash bin icon enables you to permanently delete a document from your completed list. Be cautious, as this action cannot be undone.
 
+<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/a83aa2b8-f4c9-4f42-b5be-ff2b9297ab40" />
+
+- **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.
+  
+- **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.
+  
 If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
 
 Happy signing with OpenSign™!

docs/docs/help/Reports/declined.md

@@ -16,7 +16,7 @@ The "Declined documents" report within OpenSign serves as a vital tool for manag
 
 The "Declined documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:
 
-<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/dc55e678-52c0-4e75-a1d5-b5a94690bc33" />
+<img width="816" alt="OpenSign_Signyourself" src="https://github.com/user-attachments/assets/5aa4ffc6-e1aa-40c5-b6c2-3542f4611d8d" />
 
 - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents.
 
@@ -38,6 +38,10 @@ The "Declined documents" report also includes several action icons for each docu
 
 - **View Document:** The eye icon allows you to preview the document directly within OpenSign without needing to download it.
 - **Delete Document:** The trash bin icon enables you to permanently delete a document from your declined list. Be cautious, as this action cannot be undone.
+- **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.
+  
+- **Fix and resend:** This option allows the user to recreate a document that was previously declined.
+It is useful when the declined document has missing or incorrect information. Instead of creating a new one from scratch, the user can make the necessary edits and resend it for signature.
 
 If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
 

docs/docs/help/Reports/drafts.md

@@ -16,7 +16,7 @@ The Draft documents section in OpenSign helps you manage all your in-progress do
 
 The Draft documents section provides an organized list of all documents that are saved as drafts. Each draft entry contains key details that help you quickly identify and manage your documents. Here’s a breakdown of the information available:
 
-<img width="816" alt="Draft documents" src="https://github.com/user-attachments/assets/6f743287-6459-4e93-ad7d-064c1ed68da0" />
+<img width="816" alt="Draft documents" src="https://github.com/user-attachments/assets/03c1895f-c0c3-40a6-bb56-6b36bfe3b9f5" />
 
 - **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents.
 
@@ -39,7 +39,9 @@ The "Draft documents" report also includes several actions icons for each docume
 - **Edit:** If you need to make changes to your draft, click the edit (pencil) icon. This will open the document for you to make the necessary modifications before sending it for signatures.
 
 - **Delete:** If a draft is no longer needed, click the trash icon to delete it. Be cautious when using this action as deleted drafts cannot be recovered.
-
+  
+- **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.
+  
 If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.
 
 Happy signing with OpenSign™!

docs/docs/help/Reports/expired.md

@@ -32,9 +32,13 @@ The Expired documents report displays a list of documents that have not been sig
 
 For each expired document, you can perform several actions:
 
+<img width="828" alt="Expired document" src="https://github.com/user-attachments/assets/ca2a4185-6623-4ad9-838b-f18012878c9e" />
+
 - **Delete**: Deletes the document from your OpenSign account.
 - **View**: Opens the document in a viewer within OpenSign, allowing you to review the details and contents of the document.
-
+- **Extend expiry date**: This option allows the user to extend the document's expiration date, keeping it available for signing.
+- **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.
+  
 ## Managing Expired documents
 
 Managing your expired documents effectively can help ensure that no important document is overlooked. Consider the following tips:

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

@@ -15,9 +15,7 @@ The In-Progress documents report in OpenSign helps you monitor and manage docume
 
 The "In progress documents" report is displayed in a tabular format, presenting key information about each finalized document. Below is a breakdown of each column and its purpose:
 
-<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/60100998-1412-4331-8842-55fd9dd10307" />
-
-- **Sr.No:** This column displays the serial number for each document in the list, helping you quickly identify and reference documents.
+<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/d0ead0ca-0c13-4d94-bab5-1fe58118001a" />
 
 - **Title:** The "Title" column displays the name of the document.
 
@@ -28,9 +26,8 @@ The "In progress documents" report is displayed in a tabular format, presenting
 - **File:** Here, you will find a **"Download"** link that allows you to directly download the In-progress document to your local device for review.
 
 - **Status:** This column displays the current status of the document, indicating whether it has been viewed or signed by the signer. Once the signer has viewed or signed the document, the Owner of the document can click "View" to see the activity logs.
-  
-<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/4eb43321-5eec-48ec-a3b6-75e932d31c6c" />
 
+<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/c2353510-571e-4081-b429-0a522dc1da0b" />
 
 - **Signers:** The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.
 
@@ -40,7 +37,7 @@ The "In progress documents" report also includes several actions icons for each
 
 - **Share Document:** The "Share" option in the In-Progress Documents report allows you to manually share the signing link of a document with signers or other recipients directly via email. This feature ensures that the signers can easily access the document, even if they have missed the initial notification.
 
-<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/7c632c2d-c784-4b51-9517-5c6817abd16f" />
+<img width="816" alt="Inprogress documents" src="https://github.com/user-attachments/assets/9fd83c72-17a1-49bd-b7a3-30b80ef5f0ed" />
 
 Upon clicking the Share icon, a pop-up window titled Copy link will appear. This window provides multiple options to share the document link with designated recipients. 
 
@@ -59,10 +56,16 @@ The pop-up will display a list of email addresses of the intended recipients or
 
 <img width="816" alt="resend document" src="https://github.com/user-attachments/assets/c0cb3348-47ca-4d2e-a2d7-81cb3b18a0c6" />
 
+- **Rename:** Allows the user to rename the document.
+  
 - **Revoke:** If there’s a mistake or you need to cancel the document, revoking stops all signing actions immediately. This is useful when changes are needed before re-sending the document.
 
 <img width="816" alt="resend document" src="https://github.com/user-attachments/assets/b2273768-ef81-44cd-95ea-92babee429b6" />
 
+- **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.
+
 - **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 support@opensignlabs.com.