This PR introduces bulk actions for documents, allowing users to select
multiple envelopes and perform actions such as moving or deleting 1 or
more documents simultaneously.
API users were inadvertently sending documents without signature fields,
causing confusion for recipients and breaking their signing flows.
- Add getRecipientsWithMissingFields helper in recipients.ts
- Add server-side validation in sendDocument to block distribution
- Fix v1 API to return 400 instead of 500 for validation errors
- Consolidate UI signature field checks to use isSignatureFieldType
- Add E2E tests for both v1 and v2 APIs
The v9 packages are deprecated. This updates to v13 which includes
breaking API changes: optionsJSON wrapper for auth functions,
renamed properties (authenticator→credential), and base64 encoding
for credential IDs via isoBase64URL helper.
When using an API key created in a team context, the
documents/templates’ owner always defaults to the team API token
creator, rather than the actual uploader.
For example, John creates the API key for the team "Lawyers". Tom and
Maria use the API key to upload documents. All the uploaded documents
are attributed to John.
This makes it impossible to see who actually uploaded a document.
The new feature allows users to enable document ownership delegation
from the organization/team settings.
Add fullName prop to signature pad components to automatically populate
typed signature
field with signer's name. Updates signature dialog, type component, and
all signing forms
across embed, document, template, and envelope flows to pass through the
user's full
name for better user experience.
Previously you had to have explicit knowledge of the
feature and enable it in order to use AI assisted field
detection.
This surfaces it by having a secondary dialog prompting
for enablement.
Also includes a fix for CC recipients not getting marked
as signed in weird edge cases.
This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.
The core changes here is to migrate the documents and templates model to
a centralized envelopes model.
Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
The checkboxes were difficult to see and the "Send reminder" button
wasn't disabled when no recipients were selected. This PR disables the
sending button when there's no selected recipient and improves the
checkboxes visibility.
Konrad
Catalin Pit
David Nguyen
Lucas Smith
Ephraim Duncan
samuel-cglg
Catalin Pit