442 Commits

Author SHA1 Message Date
9fd9613076 feat: add additional field options (#2154) 2025-11-08 23:40:03 +11:00
88371b665a fix: set correct envelope item cache url (#2144) 2025-11-07 16:50:58 +11:00
d05bfa9fed feat: add envelopes api (#2105) 2025-11-07 14:17:52 +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
4a3859ec60 feat: signin with microsoft (#1998) 2025-10-22 12:05:11 +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
3de1ea0a02 feat: resend dialog improvements (#2034)
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.
2025-09-25 22:23:07 +10:00
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
4550bca3d3 fix: signature pad translation (#2007) 2025-09-09 17:14:44 +10:00
bb5c2edefd feat: implement auto-save functionality for signers in document edit form (#1792) 2025-09-02 21:01:16 +10:00
4012022f55 fix: element visible race condition (#1996)
On larger documents we could accidentally start trying to render fields
while not all pages of the PDF have loaded due to us checking for a
single page existing. This would cause an error to be thrown, hard
locking those documents.

This change resolves this by grabbing the highest page number from the
given fields and using it for the visibility check instead.
2025-08-26 11:08:43 +10:00
1cb9de8083 chore: remove 'use client' directives (#1979) 2025-08-22 02:20:41 +00:00
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
cc05af2062 feat: backport the embedded mobile signing ux to main application (#1919)
This PR improves the mobile experience of the document signing page by
implementing a collapsible widget design for the signing form. On mobile
devices, the form now appears as a fixed bottom sheet that can be
expanded/collapsed, while maintaining the sticky sidebar layout on
desktop.
2025-08-12 20:40:14 +10:00
9026aabe3b fix: broken e2e tests (#1956) 2025-08-11 16:16:21 +10:00
86c133ae84 fix: remove field truncate logic (#1940)
Remove the truncation logic and render the text for preview/edit mode.

Text will now overflow, but it's up to the user to correct it
2025-08-07 11:55:25 +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
5570690b3b fix: clicking on tooltip icon submit parent form (#1915) 2025-07-23 14:28:02 +10:00
512e3555b4 feat: horizontal checkboxes (#1911)
Adds the ability to have checkboxes align horizontally, wrapping when
they would go off the PDF
2025-07-19 22:06:50 +10:00
106f796fea fix: readonly field styling (#1887)
Changes:
- Updating styling of read only fields
- Removed truncation for fields and used overflow hidden instead
2025-07-10 12:35:18 +10:00
eda0d5eeb6 fix: open advanced settings when fields are added to templates (#1855) 2025-07-01 21:21:13 +10:00
8da4ab533f fix(add-subject): remove superfluous word (#1866) 2025-07-01 12:34:14 +10:00
bfe8c674f2 fix: globalAccessAuth error (#1851) 2025-06-23 10:10:57 +10:00
2345de679b feat: admin monthly active users metric (#1724) 2025-06-19 15:12:17 +10:00
d27f0ee0ef fix: duplicate field bugs (#1685) 2025-06-11 13:26:19 +10:00
d11ec8fa2a feat: show field coordinates in devmode (#1802)
Show the fields coordinates when the `devmode` search param is present.
It's meant to help API users understand where to position the fields.
2025-06-11 12:28:39 +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
9d1e638f0f fix: pending tooltip click triggers field (#1800)
Makes it so clicking on the pending field tooltip will trigger the
underlying field it refers to on click if the field can be found within
the DOM.
2025-05-19 10:27:13 +10:00
bd64ad9fef fix: improve multiselect for webhook triggers (#1795)
Replaces https://github.com/documenso/documenso/pull/1660 with the same
code but targeting our main branch.

## Demo

![CleanShot 2025-02-18 at 18 01
05](https://github.com/user-attachments/assets/5afeab95-1a80-4d54-b845-b32cb2e33266)
2025-05-15 13:01:45 +10:00
99b0ad574e feat: bulk add fields (#1683)
## Demo

![CleanShot 2025-03-04 at 02 17
47](https://github.com/user-attachments/assets/2cffaee3-9933-49e9-bdab-eadfd4c35030)

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2025-05-14 19:35:32 +00:00
9594e1fee8 chore: minor ui fixes (#1793) 2025-05-14 20:08:03 +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
6a41a37bd4 feat: download original documents (#1742)
## Preview
![CleanShot 2025-04-10 at 14 26
11@2x](https://github.com/user-attachments/assets/d4984d85-ab40-4d38-8d5c-a1085bde21a2)
2025-04-25 22:44:03 +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
e613e0e347 feat: support embedded authoring for creation (#1741)
Adds support for creating documents and templates
using our embed components.

Support is super primitive at the moment and is being polished.
2025-04-11 00:20:39 +10:00
5958f38719 chore: set the default value on the top (#1734) 2025-04-08 23:35:32 +10:00
31be548939 fix: duplicate webhook calls on document complete (#1721)
Fix webhooks being sent twice due to duplicate frontend calls

Updated the assistant confirmation dialog so the next signer is always
visible (if dictate is enabled). Because if the form is invalid (due to
no name) there is no visual queue that the form is invalid (since it's
hidden)

## Notes

Didn't bother to remove the weird assistants form since it currently
works for now


![image](https://github.com/user-attachments/assets/47910fec-e05e-486a-a61d-16078d948893)

## Tests

- Currently running locally
- Tested webhooks via network tab and via webhook.site
2025-03-25 21:59:13 +11:00
063fd32f18 feat: add signature configurations (#1710)
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded

**Tabbed style signature dialog**

![image](https://github.com/user-attachments/assets/a816fab6-b071-42a5-bb5c-6d4a2572431e)

**Document settings**

![image](https://github.com/user-attachments/assets/f0c1bff1-6be1-4c87-b384-1666fa25d7a6)

**Team preferences**

![image](https://github.com/user-attachments/assets/8767b05e-1463-4087-8672-f3f43d8b0f2c)

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad

Added E2E tests to check settings are applied correctly for documents
and templates
2025-03-24 17:13:11 +11:00
f1525991dc feat: dictate next signer (#1719)
Adds next recipient dictation functionality to document signing flow,
allowing assistants and signers to update the next recipient's
information during the signing process.

## Related Issue

N/A

## Changes Made

- Added form handling for next recipient dictation in signing dialogs
- Implemented UI for updating next recipient information
- Added e2e tests covering dictation scenarios:
  - Regular signing with dictation enabled
  - Assistant role with dictation
  - Parallel signing flow
  - Disabled dictation state

## Testing Performed

- Added comprehensive e2e tests covering:
  - Sequential signing with dictation
  - Assistant role dictation
  - Parallel signing without dictation
  - Form validation and state management
- Tested on Chrome and Firefox
- Verified recipient state updates in database
2025-03-21 13:27:04 +11:00
63a4bab0fe feat: better document rejection (#1702)
Improves the existing document rejection process by actually marking a
document as completed cancelling further actions.

## Related Issue

N/A

## Changes Made

- Added a new rejection status for documents
- Updated a million areas that check for document completion
- Updated email sending, so rejection is confirmed for the rejecting
recipient while other recipients are notified that the document is now
cancelled.

## Testing Performed

- Ran the testing suite to ensure there are no regressions.
- Performed manual testing of current core flows.
2025-03-13 15:08:57 +11:00
b3db3be8e9 fix: signing field disabled when pointer is out of canvas (#1652) 2025-03-12 16:44:21 +11:00