Invite
The Invite Page in Docufi3d allows users to configure document details, define signees, and send secure invitations for e-signatures.
This page provides a breakdown of each section and its purpose.
📝 Interface Overview
How to invite
A step-by-step guide or overview on how the invitation process works.
Document Information
Review metadata like the document name and description.
Signature Level
Choose the security level for signing (e.g., basic, advanced).
Document Category (optional)
Classify the document by its type or category.
Document Tags (optional)
Add keywords or tags for easy reference and search.
Translate Content
Enable translation if the document or interface needs localization.
Signees
Add one or more signees, including their names and email addresses.
Checkout
Final summary of the document, including page count, signature count, and cost.
✅ Actions
Cancel: Abort the invitation process and return to the dashboard.
Invite: Finalize and send the invite to the listed signees.
📘 Usage Tip
Ensure all required fields (like Signees and Signature Level) are filled before clicking Invite.
You can preview the document on the left pane while configuring settings on the right.
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