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feat: assistant role (#1588)

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Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
This commit is contained in:
Ephraim Duncan
2025-02-01 03:31:18 +00:00
committed by David Nguyen
parent 3e106c1a2d
commit c0ae68c28b
52 changed files with 1671 additions and 704 deletions
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16
apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx
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@ -51,6 +51,8 @@ import { DocumentSigningRadioField } from '~/components/general/document-signing
import { DocumentSigningSignatureField } from '~/components/general/document-signing/document-signing-signature-field';
import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
import { DocumentSigningRecipientProvider } from '../document-signing/document-signing-recipient-provider';
export type DirectTemplateSigningFormProps = {
flowStep: DocumentFlowStep;
directRecipient: Recipient;
@ -169,7 +171,7 @@ export const DirectTemplateSigningForm = ({
};
return (
<>
<DocumentSigningRecipientProvider recipient={directRecipient}>
<DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
<DocumentFlowFormContainerContent>
@ -186,7 +188,6 @@ export const DirectTemplateSigningForm = ({
<DocumentSigningSignatureField
key={field.id}
field={field}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -195,7 +196,6 @@ export const DirectTemplateSigningForm = ({
<DocumentSigningInitialsField
key={field.id}
field={field}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -204,7 +204,6 @@ export const DirectTemplateSigningForm = ({
<DocumentSigningNameField
key={field.id}
field={field}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -213,7 +212,6 @@ export const DirectTemplateSigningForm = ({
<DocumentSigningDateField
key={field.id}
field={field}
recipient={directRecipient}
dateFormat={template.templateMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
timezone={template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
onSignField={onSignField}
@ -224,7 +222,6 @@ export const DirectTemplateSigningForm = ({
<DocumentSigningEmailField
key={field.id}
field={field}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -241,7 +238,6 @@ export const DirectTemplateSigningForm = ({
...field,
fieldMeta: parsedFieldMeta,
}}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -259,7 +255,6 @@ export const DirectTemplateSigningForm = ({
...field,
fieldMeta: parsedFieldMeta,
}}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -277,7 +272,6 @@ export const DirectTemplateSigningForm = ({
...field,
fieldMeta: parsedFieldMeta,
}}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -295,7 +289,6 @@ export const DirectTemplateSigningForm = ({
...field,
fieldMeta: parsedFieldMeta,
}}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -313,7 +306,6 @@ export const DirectTemplateSigningForm = ({
...field,
fieldMeta: parsedFieldMeta,
}}
recipient={directRecipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -383,6 +375,6 @@ export const DirectTemplateSigningForm = ({
/>
</div>
</DocumentFlowFormContainerFooter>
</>
</DocumentSigningRecipientProvider>
);
};