Welcome > General overview > Wizards

Wizards

SignDoc Standard uses the concept of wizards for two main tasks:

Note Wizard steps may vary depending on configuration settings. Particularly e-sign consent step can be absent if a signer is not required to accept consents prior to signing. Though this step appears if the signer has to accept either E-sign consent or GDPR (General Data Protection Regulation) consent statements.

Wizard page overview

In general a wizard page shows in following regions:

  • Navigation bar on top
  • Information panel on the right side
  • Content region
  • Navigation controls on bottom

Wizard navigation bar

The wizard progress will act as a means to graphically present the progress through the wizard, and also as a means of navigation. Each step in the wizard will be represented by a number and text.

The following example shows the possible states of the steps:

1 Welcome The step is completed.
2 In-person signing This step is currently active.
3 Finish The step is not yet visited.

Wizard navigation controls

Below the content are the main navigation controls for the user, such as CANCEL, SAVE, BACK, NEXT, FINISH.

Wizard information panel

Each step in the wizard includes an information panel. This shows concise instructions on how to complete the current step.