feat: add option to disable Document created from template (#2609)

packages/lib/server-only/template/create-document-from-direct-template.ts

@@ -24,6 +24,7 @@ import { jobs } from '../../jobs/client';
 import { DOCUMENT_AUDIT_LOG_TYPE, RECIPIENT_DIFF_TYPE } from '../../types/document-audit-logs';
 import type { TRecipientActionAuthTypes } from '../../types/document-auth';
 import { DocumentAccessAuth, ZRecipientAuthOptionsSchema } from '../../types/document-auth';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { ZFieldMetaSchema } from '../../types/field-meta';
 import {
   ZWebhookDocumentSchema,
@@ -743,14 +744,17 @@ export const createDocumentFromDirectTemplate = async ({
     };
   });
 
-  // Send email to template owner via background job.
-  await jobs.triggerJob({
-    name: 'send.document.created.from.direct.template.email',
-    payload: {
-      envelopeId: createdEnvelope.id,
-      recipientId,
-    },
-  });
+  const emailSettings = extractDerivedDocumentEmailSettings(documentMeta);
+
+  if (emailSettings.ownerDocumentCreated) {
+    await jobs.triggerJob({
+      name: 'send.document.created.from.direct.template.email',
+      payload: {
+        envelopeId: createdEnvelope.id,
+        recipientId,
+      },
+    });
+  }
 
   try {
     // This handles sending emails and sealing the document if required.

packages/lib/server-only/webhooks/trigger/generate-sample-data.ts

@@ -440,6 +440,7 @@ export const generateSampleWebhookPayload = (
             documentCompleted: true,
             ownerDocumentCompleted: true,
             ownerRecipientExpired: true,
+            ownerDocumentCreated: true,
             recipientSigningRequest: true,
           },
         },

packages/lib/types/document-email.ts

@@ -11,6 +11,7 @@ export enum DocumentEmailEvents {
   DocumentDeleted = 'documentDeleted',
   OwnerDocumentCompleted = 'ownerDocumentCompleted',
   OwnerRecipientExpired = 'ownerRecipientExpired',
+  OwnerDocumentCreated = 'ownerDocumentCreated',
 }
 
 export const ZDocumentEmailSettingsSchema = z
@@ -59,6 +60,12 @@ export const ZDocumentEmailSettingsSchema = z
         "Whether to send an email to the document owner when a recipient's signing window has expired.",
       )
       .default(true),
+    ownerDocumentCreated: z
+      .boolean()
+      .describe(
+        'Whether to send an email to the document owner when a document is created from a direct template.',
+      )
+      .default(true),
   })
   .strip()
   .catch(() => ({ ...DEFAULT_DOCUMENT_EMAIL_SETTINGS }));
@@ -86,6 +93,7 @@ export const extractDerivedDocumentEmailSettings = (
     documentDeleted: false,
     ownerDocumentCompleted: emailSettings.ownerDocumentCompleted,
     ownerRecipientExpired: emailSettings.ownerRecipientExpired,
+    ownerDocumentCreated: emailSettings.ownerDocumentCreated,
   };
 };
 
@@ -98,4 +106,5 @@ export const DEFAULT_DOCUMENT_EMAIL_SETTINGS: TDocumentEmailSettings = {
   documentDeleted: true,
   ownerDocumentCompleted: true,
   ownerRecipientExpired: true,
+  ownerDocumentCreated: true,
 };