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feat: automatically sign fields in large documents (#1484)

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## Description

Adds a dialog that will display when a certain field threshold is
reached asking the user if they would like to sign non-critical fields
such as name, date, initials, and email with information that is already
available.

This has not been added to direct templates since we would often not
have all the pre-requisite knowledge since users are mostly anonymous.
Additionally, this has not been added to the embedding view since it may
detract from the experience for some.

Will not prompt the user if there is action authentication on the
document.

See the below demo:


https://github.com/user-attachments/assets/71739b5c-1323-4da9-89fd-a1145c9714d5

## Related Issue

#1281 (Older PR relating to the feature)

## Changes Made

- Added a new auto-sign dialog that will automatically trigger once
certain criteria is met.

## Testing Performed

- Tested that the dialog displays when the threshold is met
- Tested that the dialog is hidden when the threshold is not met
- Tested that the messaging during errors is correct
- Tested that the dialog does not display when 2FA or Passkeys are
required
This commit is contained in:
Lucas Smith
2024-11-20 10:59:09 +11:00
committed by GitHub
parent 0eff336175
commit 9ef8b1f0c3
15 changed files with 401 additions and 54 deletions
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43
packages/lib/translations/en/web.po
View File

@ -45,15 +45,15 @@ msgstr "\"{placeholderEmail}\" on behalf of \"{0}\" has invited you to sign \"ex
msgid "\"{teamUrl}\" has invited you to sign \"example document\"."
msgstr "\"{teamUrl}\" has invited you to sign \"example document\"."
#: apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx:79
#: apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx:80
msgid "({0}) has invited you to approve this document"
msgstr "({0}) has invited you to approve this document"
#: apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx:76
#: apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx:77
msgid "({0}) has invited you to sign this document"
msgstr "({0}) has invited you to sign this document"
#: apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx:73
#: apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx:74
msgid "({0}) has invited you to view this document"
msgstr "({0}) has invited you to view this document"
@ -79,6 +79,10 @@ msgstr "{0, plural, one {# Seat} other {# Seats}}"
msgid "{0, plural, one {<0>You have <1>1</1> pending team invitation</0>} other {<2>You have <3>#</3> pending team invitations</2>}}"
msgstr "{0, plural, one {<0>You have <1>1</1> pending team invitation</0>} other {<2>You have <3>#</3> pending team invitations</2>}}"
#: apps/web/src/app/(signing)/sign/[token]/auto-sign.tsx:196
msgid "{0, plural, one {1 matching field} other {# matching fields}}"
msgstr "{0, plural, one {1 matching field} other {# matching fields}}"
#: apps/web/src/app/(dashboard)/documents/[id]/edit/document-edit-page-view.tsx:129
msgid "{0, plural, one {1 Recipient} other {# Recipients}}"
msgstr "{0, plural, one {1 Recipient} other {# Recipients}}"
@ -91,6 +95,10 @@ msgstr "{0, plural, one {Waiting on 1 recipient} other {Waiting on # recipients}
msgid "{0, plural, zero {Select values} other {# selected...}}"
msgstr "{0, plural, zero {Select values} other {# selected...}}"
#: apps/web/src/app/(signing)/sign/[token]/auto-sign.tsx:193
msgid "{0}"
msgstr "{0}"
#: apps/web/src/components/templates/manage-public-template-dialog.tsx:249
msgid "{0} direct signing templates"
msgstr "{0} direct signing templates"
@ -469,6 +477,10 @@ msgstr "An error occurred while adding signers."
msgid "An error occurred while adding the fields."
msgstr "An error occurred while adding the fields."
#: apps/web/src/app/(signing)/sign/[token]/auto-sign.tsx:154
msgid "An error occurred while auto-signing the document, some fields may not be signed. Please review and manually sign any remaining fields."
msgstr "An error occurred while auto-signing the document, some fields may not be signed. Please review and manually sign any remaining fields."
#: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:176
msgid "An error occurred while creating document from template."
msgstr "An error occurred while creating document from template."
@ -743,7 +755,7 @@ msgstr "Banner Updated"
msgid "Basic details"
msgstr "Basic details"
#: apps/web/src/app/(dashboard)/settings/billing/page.tsx:72
#: apps/web/src/app/(dashboard)/settings/billing/page.tsx:74
#: apps/web/src/app/(teams)/t/[teamUrl]/settings/billing/page.tsx:61
#: apps/web/src/components/(dashboard)/settings/layout/desktop-nav.tsx:117
#: apps/web/src/components/(dashboard)/settings/layout/mobile-nav.tsx:120
@ -805,6 +817,7 @@ msgstr "By using the electronic signature feature, you are consenting to conduct
#: apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx:78
#: apps/web/src/app/(dashboard)/templates/move-template-dialog.tsx:119
#: apps/web/src/app/(dashboard)/templates/template-direct-link-dialog.tsx:472
#: apps/web/src/app/(signing)/sign/[token]/auto-sign.tsx:220
#: apps/web/src/app/(signing)/sign/[token]/document-action-auth-2fa.tsx:178
#: apps/web/src/app/(signing)/sign/[token]/document-action-auth-account.tsx:71
#: apps/web/src/app/(signing)/sign/[token]/document-action-auth-passkey.tsx:164
@ -1794,6 +1807,7 @@ msgstr "Enter your text here"
#: apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx:51
#: apps/web/src/app/(dashboard)/templates/move-template-dialog.tsx:56
#: apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx:175
#: apps/web/src/app/(signing)/sign/[token]/auto-sign.tsx:152
#: apps/web/src/app/(signing)/sign/[token]/checkbox-field.tsx:122
#: apps/web/src/app/(signing)/sign/[token]/checkbox-field.tsx:151
#: apps/web/src/app/(signing)/sign/[token]/checkbox-field.tsx:212
@ -2225,6 +2239,10 @@ msgstr "Manage all teams you are currently associated with."
msgid "Manage and view template"
msgstr "Manage and view template"
#: apps/web/src/app/(dashboard)/settings/billing/page.tsx:136
msgid "Manage billing"
msgstr "Manage billing"
#: apps/web/src/components/templates/manage-public-template-dialog.tsx:341
msgid "Manage details for this public template"
msgstr "Manage details for this public template"
@ -2245,7 +2263,7 @@ msgstr "Manage passkeys"
msgid "Manage subscription"
msgstr "Manage subscription"
#: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:66
#: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:67
msgid "Manage Subscription"
msgstr "Manage Subscription"
@ -3170,6 +3188,7 @@ msgstr "Show templates in your team public profile for your audience to sign and
#: apps/web/src/app/(dashboard)/documents/data-table-action-button.tsx:114
#: apps/web/src/app/(dashboard)/documents/data-table-action-dropdown.tsx:139
#: apps/web/src/app/(profile)/p/[url]/page.tsx:192
#: apps/web/src/app/(signing)/sign/[token]/auto-sign.tsx:229
#: apps/web/src/app/(signing)/sign/[token]/document-action-auth-2fa.tsx:182
#: apps/web/src/app/(signing)/sign/[token]/name-field.tsx:224
#: apps/web/src/app/(signing)/sign/[token]/sign-dialog.tsx:124
@ -3326,7 +3345,7 @@ msgstr "Site Settings"
#: apps/web/src/app/(dashboard)/documents/delete-document-dialog.tsx:80
#: apps/web/src/app/(dashboard)/documents/duplicate-document-dialog.tsx:72
#: apps/web/src/app/(dashboard)/settings/billing/billing-plans.tsx:62
#: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:50
#: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:51
#: apps/web/src/app/(dashboard)/settings/public-profile/public-profile-page-view.tsx:124
#: apps/web/src/app/(dashboard)/settings/security/passkeys/user-passkeys-data-table-actions.tsx:73
#: apps/web/src/app/(dashboard)/settings/security/passkeys/user-passkeys-data-table-actions.tsx:93
@ -4446,7 +4465,7 @@ msgstr "Want to send slick signing links like this one? <0>Check out Documenso.<
msgid "Want your own public profile?"
msgstr "Want your own public profile?"
#: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:40
#: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:41
#: apps/web/src/app/(teams)/t/[teamUrl]/layout-billing-banner.tsx:55
#: apps/web/src/components/(teams)/team-billing-portal-button.tsx:31
msgid "We are unable to proceed to the billing portal at this time. Please try again, or contact support."
@ -4710,6 +4729,10 @@ msgstr "Were you trying to edit this document instead?"
msgid "When you click continue, you will be prompted to add the first available authenticator on your system."
msgstr "When you click continue, you will be prompted to add the first available authenticator on your system."
#: apps/web/src/app/(signing)/sign/[token]/auto-sign.tsx:183
msgid "When you sign a document, we can automatically fill in and sign the following fields using information that has already been provided. You can also manually sign or remove any automatically signed fields afterwards if you desire."
msgstr "When you sign a document, we can automatically fill in and sign the following fields using information that has already been provided. You can also manually sign or remove any automatically signed fields afterwards if you desire."
#: apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx:36
msgid "When you use our platform to affix your electronic signature to documents, you are consenting to do so under the Electronic Signatures in Global and National Commerce Act (E-Sign Act) and other applicable laws. This action indicates your agreement to use electronic means to sign documents and receive notifications."
msgstr "When you use our platform to affix your electronic signature to documents, you are consenting to do so under the Electronic Signatures in Global and National Commerce Act (E-Sign Act) and other applicable laws. This action indicates your agreement to use electronic means to sign documents and receive notifications."
@ -4779,7 +4802,7 @@ msgstr "You are about to remove the following user from <0>{teamName}</0>."
msgid "You are about to revoke access for team <0>{0}</0> ({1}) to use your email."
msgstr "You are about to revoke access for team <0>{0}</0> ({1}) to use your email."
#: apps/web/src/app/(dashboard)/settings/billing/page.tsx:78
#: apps/web/src/app/(dashboard)/settings/billing/page.tsx:80
msgid "You are currently on the <0>Free Plan</0>."
msgstr "You are currently on the <0>Free Plan</0>."
@ -4831,7 +4854,7 @@ msgstr "You cannot modify a team member who has a higher role than you."
msgid "You cannot upload encrypted PDFs"
msgstr "You cannot upload encrypted PDFs"
#: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:45
#: apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx:46
msgid "You do not currently have a customer record, this should not happen. Please contact support for assistance."
msgstr "You do not currently have a customer record, this should not happen. Please contact support for assistance."
@ -4977,7 +5000,7 @@ msgstr "Your brand website URL"
msgid "Your branding preferences have been updated"
msgstr "Your branding preferences have been updated"
#: apps/web/src/app/(dashboard)/settings/billing/page.tsx:119
#: apps/web/src/app/(dashboard)/settings/billing/page.tsx:125
msgid "Your current plan is past due. Please update your payment information."
msgstr "Your current plan is past due. Please update your payment information."