mirror of
https://github.com/documenso/documenso.git
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feat: assistant role (#1588)
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
committed by
David Nguyen
David Nguyen
parent
3e106c1a2d
commit
c0ae68c28b
@ -23,6 +23,7 @@ import { cn } from '@documenso/ui/lib/utils';
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import { Button } from '@documenso/ui/primitives/button';
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import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
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import { Input } from '@documenso/ui/primitives/input';
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import { toast } from '@documenso/ui/primitives/use-toast';
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import { Checkbox } from '../checkbox';
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import {
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@ -33,6 +34,7 @@ import {
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DocumentFlowFormContainerStep,
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} from '../document-flow/document-flow-root';
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import { ShowFieldItem } from '../document-flow/show-field-item';
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import { SigningOrderConfirmation } from '../document-flow/signing-order-confirmation';
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import type { DocumentFlowStep } from '../document-flow/types';
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import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
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import { useStep } from '../stepper';
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@ -205,41 +207,30 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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const items = Array.from(watchedSigners);
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const [reorderedSigner] = items.splice(result.source.index, 1);
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const insertIndex = result.destination.index;
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items.splice(insertIndex, 0, reorderedSigner);
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const updatedSigners = items.map((item, index) => ({
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...item,
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const updatedSigners = items.map((signer, index) => ({
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...signer,
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signingOrder: index + 1,
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}));
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updatedSigners.forEach((item, index) => {
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const keys: (keyof typeof item)[] = [
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'formId',
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'nativeId',
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'email',
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'name',
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'role',
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'signingOrder',
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'actionAuth',
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];
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keys.forEach((key) => {
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form.setValue(`signers.${index}.${key}` as const, item[key]);
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});
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});
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form.setValue('signers', updatedSigners);
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const currentLength = form.getValues('signers').length;
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if (currentLength > updatedSigners.length) {
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for (let i = updatedSigners.length; i < currentLength; i++) {
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form.unregister(`signers.${i}`);
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}
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const lastSigner = updatedSigners[updatedSigners.length - 1];
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if (lastSigner.role === RecipientRole.ASSISTANT) {
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toast({
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title: _(msg`Warning: Assistant as last signer`),
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description: _(
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msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
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),
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});
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}
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await form.trigger('signers');
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},
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[form, watchedSigners],
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[form, watchedSigners, toast],
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);
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const triggerDragAndDrop = useCallback(
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@ -300,26 +291,94 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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const handleSigningOrderChange = useCallback(
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(index: number, newOrderString: string) => {
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const newOrder = parseInt(newOrderString, 10);
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if (!newOrderString.trim()) {
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const trimmedOrderString = newOrderString.trim();
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if (!trimmedOrderString) {
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return;
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}
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if (Number.isNaN(newOrder)) {
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form.setValue(`signers.${index}.signingOrder`, index + 1);
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const newOrder = Number(trimmedOrderString);
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if (!Number.isInteger(newOrder) || newOrder < 1) {
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return;
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}
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const newIndex = newOrder - 1;
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if (index !== newIndex) {
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updateSigningOrders(newIndex, index);
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triggerDragAndDrop(index, newIndex);
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const currentSigners = form.getValues('signers');
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const signer = currentSigners[index];
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// Remove signer from current position and insert at new position
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const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
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const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
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remainingSigners.splice(newPosition, 0, signer);
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const updatedSigners = remainingSigners.map((s, idx) => ({
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...s,
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signingOrder: idx + 1,
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}));
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form.setValue('signers', updatedSigners);
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if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
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toast({
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title: _(msg`Warning: Assistant as last signer`),
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description: _(
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msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
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),
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});
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}
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},
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[form, triggerDragAndDrop, updateSigningOrders],
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[form, toast],
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);
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const handleRoleChange = useCallback(
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(index: number, role: RecipientRole) => {
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const currentSigners = form.getValues('signers');
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const signingOrder = form.getValues('signingOrder');
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// Handle parallel to sequential conversion for assistants
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if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) {
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form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL);
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toast({
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title: _(msg`Signing order is enabled.`),
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description: _(msg`You cannot add assistants when signing order is disabled.`),
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variant: 'destructive',
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});
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return;
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}
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const updatedSigners = currentSigners.map((signer, idx) => ({
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...signer,
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role: idx === index ? role : signer.role,
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signingOrder: idx + 1,
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}));
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form.setValue('signers', updatedSigners);
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if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
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toast({
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title: _(msg`Warning: Assistant as last signer`),
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description: _(
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msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
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),
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});
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}
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},
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[form, toast],
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);
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const [showSigningOrderConfirmation, setShowSigningOrderConfirmation] = useState(false);
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const handleSigningOrderDisable = useCallback(() => {
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setShowSigningOrderConfirmation(false);
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const currentSigners = form.getValues('signers');
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const updatedSigners = currentSigners.map((signer) => ({
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...signer,
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role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
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}));
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form.setValue('signers', updatedSigners);
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form.setValue('signingOrder', DocumentSigningOrder.PARALLEL);
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}, [form]);
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return (
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<>
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<DocumentFlowFormContainerHeader
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@ -345,11 +404,19 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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{...field}
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id="signingOrder"
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checked={field.value === DocumentSigningOrder.SEQUENTIAL}
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onCheckedChange={(checked) =>
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onCheckedChange={(checked) => {
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if (
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!checked &&
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watchedSigners.some((s) => s.role === RecipientRole.ASSISTANT)
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) {
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setShowSigningOrderConfirmation(true);
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return;
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}
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field.onChange(
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checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
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)
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}
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);
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}}
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disabled={isSubmitting}
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/>
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</FormControl>
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@ -548,7 +615,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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<FormControl>
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<RecipientRoleSelect
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{...field}
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onValueChange={field.onChange}
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onValueChange={(value) =>
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// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
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handleRoleChange(index, value as RecipientRole)
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}
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disabled={isSubmitting}
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hideCCRecipients={isSignerDirectRecipient(signer)}
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/>
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@ -669,6 +739,12 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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onGoNextClick={() => void onFormSubmit()}
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/>
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</DocumentFlowFormContainerFooter>
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<SigningOrderConfirmation
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open={showSigningOrderConfirmation}
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onOpenChange={setShowSigningOrderConfirmation}
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onConfirm={handleSigningOrderDisable}
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/>
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</>
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);
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};
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