DocuSeal¶

In this article

• DocuSeal. Main Features
• Deployment Features
• Getting Started After Deploying DocuSeal
• Initial System Configuration
• Working with Document Templates
• Opening SMTP Ports for Corporate Email Service
• Ordering a server with DocuSeal using the API

DocuSeal. Main Features¶

• Creation of interactive templates - visual form builder (WYSIWYG) for developing customizable document templates with various types of fields for quick filling and signing.
• Electronic document signing - ability to sign documents using electronic signatures, initials, and other verification methods. Automatic application of PDF standard digital signature to documents.
• Automatic field detection - intelligent recognition and automatic configuration of fields in uploaded PDF documents to speed up template creation.
• Multiple types of fields - support for various types of fields: text, signature, initials, date, number, image, file, checkbox, and others.
• Document workflow management - sending documents for signing via email or SMS with real-time status tracking. Support for multiple signatories on a single document.
• Integration and automation - RESTful API and webhooks for integration with external systems and business process automation. Ability to embed forms on websites and in applications.
• Access control system - flexible user, role, and access management to documents and system functions.
• Security and storage - storing files locally or in cloud storages (AWS S3, Google Cloud Storage, Azure). Support for HTTPS with automatic SSL certificates for data protection.
• Multilingual support - interface available in 7 languages, the signing process supports 14 languages for international teams and clients.

Deployment Features¶

Paths and configuration files:

• Compose-file: /opt/docuseal/compose.yml
• Application configuration: /var/lib/docker/volumes/docuseal_data/_data/docuseal.env
• PostgreSQL data: /var/lib/docker/volumes/postgres_data/_data/
• Caddy SSL certificates: /var/lib/docker/volumes/caddy_data/_data/caddy/certificates/
• Caddy configuration: /var/lib/docker/volumes/caddy_config/_data/

Containers:

• docuseal-app-1 - main DocuSeal application;
• docuseal-postgres-1 - PostgreSQL database;
• docuseal-caddy-1 - reverse proxy server with automatic HTTPS.

Getting Started After Deploying DocuSeal¶

After payment, an email will be sent to the address provided during registration notifying you that the server is ready for use. It will include the VPS IP address and login credentials for access. Our company's clients manage their equipment through the server management panel and API — Invapi.

Access data, which can be found in either the Info >> Tags tab of the server control panel or in the sent email:

• Link to access the DocuSeal control panel via web interface: in the tag webpanel.
• Login: root;
• Password: sent by email upon server readiness after software deployment.

Initial System Configuration¶

Upon first login, you need to perform initial setup through the web interface:

Initial configuration parameters:

• First name - administrator's first name;
• Last name - administrator's last name;
• Email - email address (used for login);
• Company name - organization name;
• Password - administrator password (minimum 8 characters);
• App URL - application URL (automatically filled from configuration);
• Language - interface language (default English).

After filling out all fields, click the button SUBMIT to complete setup.

Checking the created administrator in the database:

docker exec -it docuseal-postgres-1 psql -U postgres -d docuseal -c "SELECT email, first_name, last_name FROM users;"

Working with Document Templates¶

DocuSeal allows you to create reusable document templates with predefined fields for filling.

Setting Up User Profile and Signature¶

To work with documents, set up a user profile and create an electronic signature.

Creating a New Template¶

Uploading a Document:

1. On the homepage, click UPLOAD or CREATE;
2. Select a PDF document or image from your computer;
3. Or use drag-and-drop to upload the file.

Creating an Empty Template:

1. Click CREATE;
2. Enter the document name in the Document Name field;
3. Choose a folder for placement (default is Default);
4. Click CREATE:

Automatic Field Detection¶

DocuSeal can automatically recognize fields in uploaded PDF documents.

Launching Auto-Detection:

On the template editing page, click AUTODETECT FIELDS on the right toolbar.

Creating and Configuring Document Fields¶

DocuSeal provides a wide range of field types for various use cases.

Available Field Types¶

Basic fields:

• Text - text field for entering arbitrary text;
• Signature - field for electronic signature;
• Initials - field for initials;
• Date - field for selecting date;
• Number - field for numeric values;
• Image - field for uploading an image;
• File - field for attaching files.

Selection fields:

• Checkbox - checkbox for selecting an option;
• Radio - switcher for choosing one variant from several;
• Multiple - field for multiple selection;
• Select - dropdown list.

Special fields:

• Cells - table for structured data input;
• Stamp - field for adding a stamp;
• Phone - phone number field with validation.

Adding Fields to the Document¶

Adding a Text Field:

1. Click on the Text element from the right panel onto the document;
2. Place the field in the desired location;
3. If necessary, adjust the field size by dragging the corners.

Sending Documents for Signature¶

After creating and configuring a template, you can send the document for signature.

Sending via Web Interface:

1. On the template page, click SEND;
2. Enter email addresses of recipients (or another method);
3. Optionally add a message;
4. Click ADD RECIPIENTS:

Self-Signing:

1. Click SIGN YOURSELF on the template page;
2. Fill in all necessary fields;
3. Add your signature to the appropriate fields;
4. Click the completion button - SIGN AND COMPLETE:

The signed document can be downloaded using the DOWNLOAD button:

Opening SMTP Ports for Corporate Email Service¶

For security reasons, outgoing TCP ports (25, 24, 2525, 387, 465, and 587) and UDP port (5060) are blocked by default on all VPS servers to prevent spam distribution. To remove the block, follow these steps:

1. Register a domain zone. The A-record of the domain must point to your server's IP address at HOSTKEY.

2. Send a request to technical support, indicating that you need to open outgoing SMTP ports for sending emails and the domain address from which (or subdomain) they will be sent.

   Attention

   We reserve the right to ask additional questions about the domain name and its usage options.

3. After analyzing the domain name, we will decide on opening ports for SMTP operation and inform you.

Ordering a server with DocuSeal using the API¶

To install this software using the API, follow these instructions

Some of the content on this page was created or translated using AI.