Add V2 API routes to download an envelope's certificate and audit log
separately, and align the internal cert/audit log downloads to use
envelopeId.
Enforces document visibility via getEnvelopeWhereInput and loads field
signatures so certificates render correctly.
Programmatically record an external rejection on behalf of a recipient
who declined outside the platform. Flags the rejection as external in
the audit log, optionally attributes it to a specific team member via
actAsEmail, and enforces team membership and document visibility.
Adds a CANCELLED envelope status that privileged members (owner or team
admin/manager) can move a pending document into. Sending recipient
notifications via a background job while retaining the document in the
dashboard as proof of distribution.
Includes a dedicated Cancelled tab, single and bulk cancel actions,
the ENVELOPE_CANCELLED mutability guard, and e2e coverage for
permissions
and visibility.
Adds Cloud Signature Consortium (CSC) integration for AES/QES signing
against a configured TSP. v1 ships as instance-wide configuration via
environment variables, with per-envelope signature level selection,
license gating, and an OAuth-driven signing flow (capture + FIFO
signers, SAD session, blocking/in-progress recipient pages).
Includes signature level compatibility checks (role, signing order,
dictate next signer), envelope mutability assertions, Prisma migration
for signature level and CSC tables, and docs for the new signing
certificate options.
Replace per-event webhook handlers with a single sync function that
fetches the current state from Stripe and converges the local
subscription, claim, and organisation type.
- Create organisations upfront before checkout, restricted as
"pending payment" until the first payment syncs
- Add rate-limited subscription sync route, triggered on checkout
success so the UI doesn't wait on webhooks
- Surface pending payment state in banner, billing table, and limits
Per-product direction: AcroForm widget to Documenso field creation
should not happen automatically on upload. It must be a deliberate,
opt-in action on a draft envelope.
- Revert AcroForm extraction from create-envelope (route) and
create-envelope-items upload paths. They no longer thread
acroFormFields into envelope items or run the extractor.
- Stop flattening on upload (flattenForm: false) so widgets survive
in the stored PDF until the user opts in.
- New tRPC mutation envelope.field.importFromPdf is the single entry
point. It loads each item's stored PDF, extracts widgets, creates
Field rows assigned to the first signable recipient (creating a
placeholder Recipient 1 SIGNER when none exist), flattens the PDF
in place, swaps documentDataId, and emits FIELD_CREATED audit log
entries on DOCUMENT envelopes.
- Editor fields panel gains an "Import from PDF form" button next to
"Detect with AI", gated to DRAFT envelopes. Success toasts the
count and revalidates the editor.
- Rewrite acroform-import.spec.ts e2e to the new flow: upload
preserves widgets and creates zero fields; service call creates
fields, flattens PDF, audits, and cleans up old DocumentData.
- Invert four DOCUMENT-upload assertions in form-flattening.spec.ts
to match the new preserve-widgets, no-auto-flatten contract.
Template and template-to-doc flatten behavior is unchanged.
Detect AcroForm widgets (text, checkbox, radio, dropdown, signature) at upload
time and reuse their geometry as Documenso fields instead of stripping them via
form.flatten(). Imported fields land in the editor as ordinary Field rows
assigned to the first signable recipient, removing the manual re-placement step
users hit when preparing PDFs in Adobe Acrobat.
Extraction runs before normalizePdf so widget geometry is still readable.
Text fields go through a name+format heuristic that maps DATE/NUMBER/EMAIL/
NAME/INITIALS/TEXT, with AcroForm /AA format actions taking precedence over
name tokens. Coordinates are converted via per-rotation transforms (0/90/180/
270) against the rendered page dimensions; widgets fully off-page are
dropped, partial overlap is clamped. Signed signatures (SignatureField.
isSigned()) are detected and skip both the import and the form flatten so
the signature stays valid. Encrypted PDFs, XFA hybrids, malformed PDFs, and
internal extractor errors all return an empty result with skipReason set so
the upload proceeds untouched.
Every imported field carries fieldMeta.source = 'acroform' (new optional on
ZBaseFieldMeta) for future provenance queries. DOCUMENT envelopes emit a
per-field FIELD_CREATED audit entry matching create-envelope-fields.ts.
Recipient assignment picks the first Recipient with role SIGNER or APPROVER
sorted by (signingOrder asc nulls last, id asc); when no signable recipient
exists, a placeholder Recipient 1 SIGNER is created mirroring the
placeholder-pipeline behaviour.
Uploaded .docx files are converted to PDF on the server using a
Gotenberg
sidecar before entering the normal envelope pipeline. The feature is
opt-in via NEXT_PRIVATE_DOCUMENT_CONVERSION_URL; when unset, only PDF
uploads are accepted.
A per-process circuit breaker opens for 30s after a conversion failure
to shed load.
Ships a dev Dockerfile that layers Microsoft Core Fonts and additional
language fonts
onto the upstream Gotenberg image for better fidelity.
Co-authored-by: Ephraim Duncan
<55143799+ephraimduncan@users.noreply.github.com>
Co-authored-by: Ephraim Duncan <55143799+ephraimduncan@users.noreply.github.com>
Platform-plan organisations and teams can now customise non-embed
signing pages with six brand colour tokens, a border-radius, and
a free-text custom CSS block (up to 256 KB).
- Stored on OrganisationGlobalSettings / TeamGlobalSettings;
teams inherit from the org via brandingEnabled === null.
- CSS is sanitised on save (PostCSS) so we can inline it at SSR
with no per-render parsing.
- Rendered via a nonce'd <style> scoped under .documenso-branded,
using native CSS nesting so user selectors don't need scoping.
- Gated on the existing embedSigningWhiteLabel claim (or
self-hosted) — reuses the embed white-label decision.