Merge pull request #4 from virtualansoftware/latest-dinesh

Latest dinesh

Author: mani-d1

docs/Library_Management/Library.md

@@ -0,0 +1,126 @@
+## Doculan Library
+
+The **Doculan Library** serves as a centralized and well-structured repository where all **Document templates** and **Form templates** are securely stored, organized, and managed within the Doculan platform. It provides teams with a unified source of truth, ensuring consistency, standardization, and efficiency across all document and form workflows.
+
+By using the Library, users can quickly locate and reuse templates, minimize duplication, and maintain uniformity in document creation and form-driven processes.
+
+---
+
+### Library – Documents
+
+This section contains standardized **Document Templates** that can be reused across various business operations to promote consistency and operational efficiency.
+
+## Accessing Library – Documents
+
+1. Go to the **Doculan Dashboard**.
+2. Click **Library**.
+3. The **Library – Documents** page will be displayed, showing all available document templates.
+
+**Screenshot 1**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Accessing Library – Documents**
+
+
+---
+
+## Save Document Template in Doculan Storage
+
+1. Click the **⋮ (three-dot)** icon under the **Actions** column.
+2. Select **Copy** to duplicate the document template.
+3. Choose the specified location in **Doculan Storage** where the template should be saved.
+
+**Screenshot 2**  
+
+<img src="screenshots/Library_Management_Images/Lib-Doc2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+
+
+**Screenshot 3**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc3.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshots** represent that **Saving Document Template in Doculan Storage**
+
+
+
+
+---
+
+## Overwrite Document Template in Doculan Storage
+
+If the selected document template already exists in the same location within Doculan Storage:
+
+- A popup will appear indicating **“Overwrite File.”**
+- To replace the existing file, click **Overwrite**.
+- To keep the existing version unchanged, click **Cancel**.
+
+**Screenshot 4**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc4.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Overwriting Document Template in Doculan Storage**
+
+
+
+---
+
+## Viewing Document Templates in E-Sign Templates and Specified Locations
+
+After copying a document template from **Library – Documents**, it will be available in both:
+
+- **E-Sign Templates**, and  
+- The **specified location** in Doculan Storage.
+
+### Viewing in E-Sign Templates
+
+1. Navigate to the **Doculan Dashboard**.
+2. Click **Templates**.
+3. Under **Myself Templates**, you will find the copied Document Template.
+
+**Screenshot 5**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc5.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Viewing Document Template in E-Sign Templates**
+
+
+
+### Viewing in the Specified Location
+
+1. Go to the **Doculan Dashboard**.
+2. Navigate to the folder or location where the template was stored.
+3. The copied Document Template will be visible there.
+
+**Screenshot 6**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc6.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Viewing Document Template in the Specified Location**
+
+
+
+---
+
+## Working With a Document Template
+
+Once the Document Template is stored in the specified location, follow the steps below to use it for **E-Sign**:
+
+1. Locate the template in the specified storage location.
+2. Click the **⋮ (three-dot)** icon under the **Actions** column.
+3. Select **E-Sign** to begin working with the document.
+4. The **E-Sign Template fields** will appear.
+5. Click **Myself**.
+6. Use the **dropdown** to select the required document template.
+7. All related fields will be **automatically populated**.
+8. You may now send the document to the **Recipient.**
+
+**Screenshot 7**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc7.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Working in Document Template**
+
+
+---

docs/Security/Security.md

@@ -0,0 +1,75 @@
+# Two-Factor Authentication (2FA)
+Two-Factor Authentication (2FA) is a security mechanism that enhances account protection by requiring users to verify their identity through two independent authentication factors. In addition to a standard password, users must provide a second form of verification—such as a one-time passcode, authenticator app token, or hardware security key. This dual-layer validation significantly reduces unauthorized access risks and strengthens overall system security.
+
+## Steps to Enable Two-Factor Authentication (2FA)
+Follow the steps below to securely enable **Two-Factor Authentication (2FA)** in **Doculan.**
+
+1. Navigate to the **Doculan Dashboard**.
+2. Click the **Profile** icon located at the top right corner.
+3. Select **Settings** from the dropdown menu.
+4. Click on **Two-Factor Authentication (2FA)**.
+
+Before proceeding, ensure you have an authenticator app installed on your device.  
+Common options include:
+
+- **Google Authenticator**
+- **Microsoft Authenticator**
+- **Duo Mobile**
+- **Okta Verify**
+- **Authy**
+- Any other **TOTP-based** authenticator app
+
+5. Click the **Generate QR Code** button.
+
+**Screenshot 1**  
+
+<img src="screenshots/Two-Factor_Authentication/2FA-1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+
+**Screenshot 2**
+
+<img src="screenshots/Two-Factor_Authentication/2FA-2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshots** represent that **Enable Two-Factor Authentication (2FA)**
+
+
+A unique **QR Code** and **Secret Key** will be generated. You can enable 2FA using either method:
+
+- **Scan the QR Code** with your authenticator app, or  
+- **Manually enter the Secret Key** into your authenticator app.
+
+Once scanned, your authenticator app will generate **6-digit time-based verification codes**.
+
+Enter the current **6-digit code** into the Doculan website to complete verification.
+
+
+## Backup Codes
+
+After successful verification, **Two-Factor Authentication (2FA)** will be enabled.
+
+Once 2FA is activated, Doculan automatically generates **10 backup codes**.
+
+- Each backup code can be used **once** for login when you don’t have access to your authenticator app.
+- Click the **Download** button to save your backup codes.
+- The file will be downloaded in **.txt** format.
+- Store this file **securely** in your local system.
+
+**Screenshot 3**
+
+<img src="screenshots/Two-Factor_Authentication/2FA-3.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Downloading Backup codes**
+
+
+## Code Expiration
+
+- Each 2FA code generated by the authenticator app **expires every 12 hours**.
+- After expiration, simply open your authenticator app to get a **new 6-digit code**.
+- Alternatively, you may use one of your **backup codes** if needed.
+
+**Screenshot 4**
+
+<img src="screenshots/Two-Factor_Authentication/2FA-4.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **How to overcome code expiration**
+

docs/_sidebar.md

@@ -2,7 +2,7 @@
 
 ---
 
-- **E-Sign**
+- **E-Signature**
     - [How to send single party document?](E_Sign\single-party-document.md)
     - [How to send multiple party document?](E_Sign\multiple-party-document.md)
     - [How to send Bulk mail?](E_Sign\bulk-mail.md)
@@ -12,7 +12,7 @@
 
 ---
 
-- **E-Sign Template**
+- **E-Signature Template**
     - [What is Myself / Team template?](E_Sign\myself-or-team-template.md)
     - [How to create template?](E_Sign\create-template.md)
     - [How to update template?](E_Sign\update-template.md)
@@ -44,13 +44,24 @@
 
 ---
 
-- **Document Management**
+- **Document Editor**
     -  [How Create Document?](Document/Documents_Create.md)
     -  [How to Upload Document?](Document/Documents_Upload.md)
 
 ---
 
+- **Library Management**
+    -  [Library – Documents](Library_Management/Library.md)
+    <!-- -  [Library – Forms](Document/Documents_Upload.md) -->
+
+---
+
+- **Security**
+    -  [Two-Factor Authentication[2FA]](Security/Security.md)
+    
+---
+
 - **Release Notes**
     - [Version 0.3.0](releaseNotes/version_0.3.0.md)
     - [Version 0.4.0](releaseNotes/version_0.4.0.md)
-     - [Version 0.5.0](releaseNotes/version_0.5.0.md)
+    - [Version 0.5.0](releaseNotes/version_0.5.0.md)

docs/releaseNotes/version_0.5.0.md

@@ -1,4 +1,10 @@
-## How to Generate QR Code for E-Sign Documents?
+# 🚀 Version 0.5.0 – New Enhancements
+
+1. **Generate QR Code for E-Sign Documents** – QR Code generation provides quick, direct access to E-Sign documents by embedding party details and allowing immediate document opening through a simple device scan.
+2. **Generate QR Code for Forms** – QR Codes offer a seamless way for participants to access and submit forms by embedding essential participant information and enabling instant form retrieval through a simple device scan.
+
+---
+## 1️⃣ Generate QR Code for E-Sign Documents
 QR Code generation enables streamlined, **direct access to E-Sign documents** without requiring manual navigation. The generated code includes essential party details and can be scanned from any compatible device to immediately open and complete the document.
 ### Steps to Generate a QR Code
 1. Open the required **E-Sign Document** from the list.
@@ -29,7 +35,7 @@ QR Code generation enables streamlined, **direct access to E-Sign documents** wi
 
 ---
 
-##  How to Generate QR Code for Forms?
+## 2️⃣ Generate QR Code for Forms
 QR Codes provide an efficient method for participants to **access and submit forms with minimal effort**. The generated code contains the required participant information and allows instant form retrieval through a simple device scan.
 ### Steps to Generate a QR Code