313 Commits

Author SHA1 Message Date
e2f5e570cf fix: envelope direct template (#2156) 2025-11-09 22:23:13 +11:00
4a779ec81e fix: handle custom org limits with member invite 2025-11-07 14:24:05 +11:00
d05bfa9fed feat: add envelopes api (#2105) 2025-11-07 14:17:52 +11:00
d2a009d52e fix: allow direct template recipient dictation (#2108) 2025-11-01 12:44:34 +11:00
353bdce86b feat: admin member role updates (#2093) 2025-10-28 21:09:38 +11:00
b0b07106b4 fix: envelope autosave (#2103) 2025-10-27 19:53:35 +11:00
5cdd7f8623 fix: envelope styling (#2102) 2025-10-27 16:11:10 +11:00
03eb6af69a feat: polish envelopes (#2090)
## Description

The rest of the owl
2025-10-24 16:22:06 +11:00
2eebc0e439 feat: add attachments (#2091) 2025-10-23 23:07:10 +11:00
c3dc76b1b4 feat: add API support for folders (#1967) 2025-10-21 18:22:19 +11:00
f15c0778b5 fix: authoring token arg and null email settings 2025-10-21 10:42:44 +11:00
7f09ba72f4 feat: add envelopes (#2025)
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.
2025-10-14 21:56:36 +11:00
995bc9c362 feat: support 2fa for document completion (#2063)
Adds support for 2FA when completing a document, also adds support for
using email for 2FA when no authenticator has been associated with the
account.
2025-10-06 16:17:54 +11:00
c7d21c6587 fix: update personal organisation email settings (#2048) 2025-09-29 10:11:00 +03:00
cfceebd78f feat: change organisation owner in admin panel (#2047)
Allows changing the owner of an organisation within the admin panel,
useful for support requests to change ownership from a testing account
to the main admin account.

<img width="890" height="431" alt="image"
src="https://github.com/user-attachments/assets/475bbbdd-0f26-4f74-aacf-3e793366551d"
/>
2025-09-25 17:13:47 +10:00
3c646d9475 feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +10:00
7c8e93b53e feat: implement recipients autosuggestions (#1923) 2025-09-09 20:57:26 +10:00
93a3809f6a fix: add maxLength limits to document input fields (#1988) 2025-09-09 17:52:03 +10:00
9ac7b94d9a feat: add organisation sso portal (#1946)
Allow organisations to manage an SSO OIDC compliant portal. This method
is intended to streamline the onboarding process and paves the way to
allow organisations to manage their members in a more strict way.
2025-09-09 17:14:07 +10:00
44f5da95b3 chore: refactor routes (#1992) 2025-08-25 21:00:35 +10:00
b8d07fd1a6 fix: refactor token router (#1981) 2025-08-25 08:25:01 +10:00
49fabeb0ec fix: refactor auth router (#1983) 2025-08-25 08:24:32 +10:00
5a5bfe6e34 fix: refactor admin router (#1982) 2025-08-25 08:23:48 +10:00
d7e5a9eec7 fix: refactor document router (#1990) 2025-08-25 08:23:12 +10:00
67501b45cf feat: create document in a specific folder (#1965) 2025-08-23 00:12:17 +10:00
17b36ac8e4 feat: sync organization name with stripe (#1974) 2025-08-22 23:28:04 +10:00
231ef9c27e chore: add support option (#1853) 2025-08-19 20:59:03 +10:00
6f35342a83 feat: reset user 2fa from admin panel (#1943) 2025-08-19 13:09:05 +10:00
1dea0b8fab add dummy teamid (#1968) 2025-08-16 19:09:21 +10:00
deb3a63fb8 feat: allow empty placeholder emails on templates (#1930)
Allow users to create template placeholders without the placeholder
emails.
2025-08-12 20:41:23 +10:00
d1eb14ac16 feat: include audit trail log in the completed doc (#1916)
This change allows users to include the audit trail log in the completed
documents; similar to the signing certificate.


https://github.com/user-attachments/assets/d9ae236a-2584-4ad6-b7bc-27b3eb8c74d3

It also solves the issue with the text cutoff.
2025-08-07 11:44:59 +10:00
2ee0d77870 fix: correctly set stripe customer names (#1939)
Currently the Stripe customer name is set to the organisation name,
which in some cases is just the organisation name.

This update makes it so it uses the owner name instead.
2025-08-05 12:30:02 +10:00
9b01a2318f feat: download document via api v2 (#1918)
adds document download functionality to the API v2, returning
pre-signed S3 URLs that provide secure, time-limited access to document
files similar to what happens in the API v1 download document endpoint.
2025-08-05 12:29:21 +10:00
c48486472a fix: add missing email reply validation (#1934)
## Description

General fixes to the email domain features

Changes made:
- Add "email" validation for "Reply-To email" fields
- Fix issue where you can't remove the "Reply-To" email after it's set
- Fix issue where setting the "Sender email" back to Documenso would
still send using the org/team pref
2025-08-02 00:40:41 +10:00
3409aae411 feat: add email domains (#1895)
Implemented Email Domains which allows Platform/Enterprise customers to
send emails to recipients using their custom emails.
2025-07-24 16:05:00 +10:00
7a5a9eefe8 feat: upload template via API (#1842)
Allow users to upload templates via both v1 and v2 APIs. Similar to
uploading documents.
2025-07-23 14:41:12 +10:00
e5aaa17545 fix: restrict individual plans to upgrade only (#1900)
Prevent users from creating a separate organisation for individual
plans. Only applies to users who have 1 personal organisation and are
subscribing to the "Individual" plan.

The reason for this change is to keep the layout in the "Personal" mode
which means it doesn't show a bunch of unusable "organisation" related
UI.
2025-07-16 14:35:42 +10:00
122e25b491 feat: test webhook functionality (#1886) 2025-07-14 15:13:56 +10:00
7487399123 feat: add more api logs (#1870)
Adds more detailed API logging using Pino
2025-06-30 19:46:32 +10:00
e07a497b69 feat: api logging by pino (#1865)
experiemental
2025-06-27 21:44:51 +10:00
21dc4eee62 v1.12.0-rc.5 2025-06-27 18:53:45 +10:00
29a03d4ec7 feat: add inbox counter (#1849) 2025-06-18 13:30:01 +10:00
b8e08e88ac fix: api keys not showing (#1839) 2025-06-13 17:20:03 +10:00
e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
55c8632620 feat: password reauthentication for documents and recipients (#1827)
Adds password reauthentication to our existing reauth providers,
additionally swaps from an exclusive provider to an inclusive type where
multiple methods can be selected to offer a this or that experience.
2025-06-07 00:27:19 +10:00
ce66da0055 feat: multisign embedding (#1823)
Adds the ability to use a multisign embedding for cases where multiple
documents need to be signed in a convenient manner.
2025-06-05 12:58:52 +10:00
17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
12ada567f5 feat: embed authoring part two (#1768) 2025-05-01 23:32:56 +10:00
bdb0b0ea88 feat: certificate qrcode (#1755)
Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.
2025-04-28 11:30:09 +10:00
193325717d fix: rework fields (#1697)
Rework:
- Field styling to improve visibility
- Field insertions, better alignment, centering and overflows

## Changes

General changes:

- Set default text alignment to left if no meta found
- Reduce borders and rings around fields to allow smaller fields
- Removed lots of redundant duplicated code surrounding field rendering
- Make fields more consistent across viewing, editing and signing
- Add more transparency to fields to allow users to see under fields
- No more optional/required/etc colors when signing, required fields
will be highlighted as orange when form is "validating"

Highlighted internal changes:

- Utilize native PDF fields to insert text, instead of drawing text 
- Change font auto scaling to only apply to when the height overflows
AND no custom font is set

⚠️ Multiline changes:

Multi line is enabled for a field under these conditions

1. Field content exceeds field width
2. Field includes a new line
3. Field type is TEXT

## [BEFORE] Field UI Signing 


![image](https://github.com/user-attachments/assets/ea002743-faeb-477c-a239-3ed240b54f55)

## [AFTER] Field UI Signing 


![image](https://github.com/user-attachments/assets/0f8eb252-4cf3-4d96-8d4f-cd085881b78c)

## [BEFORE] Signing a checkbox


![image](https://github.com/user-attachments/assets/4567d745-e1da-4202-a758-5d3c178c930e)

![image](https://github.com/user-attachments/assets/c25068e7-fe80-40f5-b63a-e8a0d4b38b6c)

## [AFTER] Signing a checkbox


![image](https://github.com/user-attachments/assets/effa5e3d-385a-4c35-bc8a-405386dd27d6)

![image](https://github.com/user-attachments/assets/64be34a9-0b32-424d-9264-15361c03eca5)

## [BEFORE] What a 2nd recipient sees once someone else signed a
document


![image](https://github.com/user-attachments/assets/21c21ae2-fc62-4ccc-880a-46aab012aa70)

## [AFTER] What a 2nd recipient sees once someone else signed a document


![image](https://github.com/user-attachments/assets/ae51677b-f1d5-4008-a7fd-756533166542)

## **[BEFORE]** Inserting fields


![image](https://github.com/user-attachments/assets/1a8bb8da-9a15-4deb-bc28-eb349414465c)

## **[AFTER]** Inserting fields


![image](https://github.com/user-attachments/assets/c52c5238-9836-45aa-b8a4-bc24a3462f40)

## Overflows, multilines and field alignments testing

Debugging borders:
- Red border = The original field placement without any modifications
- Blue border = The available space to overflow

### Single line overflows and field alignments 

This is left aligned fields, overflow will always go to the end of the
page and will not wrap


![image](https://github.com/user-attachments/assets/47003658-783e-4f9c-adbf-c4686804d98f)

This is center aligned fields, the max width is the closest edge to the
page * 2


![image](https://github.com/user-attachments/assets/05a38093-75d6-4600-bae2-21ecff63e115)

This is right aligned text, the width will extend all the way to the
left hand side of the page


![image](https://github.com/user-attachments/assets/6a9d84a8-4166-4626-9fb3-1577fac2571e)

### Multiline line overflows and field alignments 

These are text fields that can be overflowed


![image](https://github.com/user-attachments/assets/f7b5456e-2c49-48b2-8d4c-ab1dc3401644)

Another example of left aligned text overflows with more text


![image](https://github.com/user-attachments/assets/3db6b35e-4c8d-4ffe-8036-0da760d9c167)
2025-04-23 21:40:42 +10:00