59 Commits

Author SHA1 Message Date
Lucas Smith 241929bb97 feat: add API endpoints for downloading certificate and audit log PDFs (#3025)
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.
2026-06-26 00:01:55 +10:00
David Nguyen dee3259088 fix: remove old dialogs (#3006) 2026-06-22 14:17:22 +10:00
Lucas Smith 4f346d3c2d feat: add cancellable document status (#2992)
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.
2026-06-18 13:52:35 +10:00
Lucas Smith d5ce222482 feat: add CSC AES/QES signing (v1 instance-wide config) (#2874)
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.
2026-06-16 23:37:34 +10:00
David Nguyen 8448e333cf fix: update new quota and rates UX (#2954) 2026-06-08 14:14:22 +10:00
Lucas Smith bc184d445f feat: support DOCX uploads via Gotenberg (#2801)
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>
2026-05-13 15:06:21 +10:00
David Nguyen 8671f269e8 fix: lint project (#2693) 2026-05-08 16:04:22 +10:00
Ephraim Duncan 8c0e029b1b feat: add pending signed PDF downloads (#2730) 2026-05-05 17:25:24 +10:00
Ephraim Duncan 4935f387bf feat: signing reminders (#1749) 2026-04-14 21:01:53 +10:00
David Nguyen 6d7bd212bf fix: clean up duplicate dialogs (#2686) 2026-04-09 14:37:49 +10:00
Swalih kolakkadan 6f650e1c2f feat: add document rename feature (#2542) (#2595) 2026-04-02 19:07:52 +11:00
David Nguyen e3b7a9e7cb feat: add ability to save documents as template (#2661) 2026-04-01 16:03:26 +11:00
David Nguyen 0b605d61c6 feat: add envelope pdf replacement (#2602) 2026-03-18 22:53:28 +11:00
David Nguyen 6c8726b58c fix: performance improvements (#2581) 2026-03-09 10:22:57 +11:00
David Nguyen 7ea664214a feat: add embedded envelopes (#2564)
## Description

Add envelopes V2 embedded support

---------

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-03-06 14:11:27 +11:00
David Nguyen 6faa01d384 feat: add pdf image renderer (#2554)
## Description

Replace the PDF renderer with an custom image renderer.

This allows us to remove the "react-pdf" dependency and allows us to use
a virtual list to improve performance.
2026-03-06 12:39:03 +11:00
Lucas Smith 006b1d0a57 feat: per-recipient envelope expiration (#2519) 2026-02-20 11:36:20 +11:00
David Nguyen a4d0e3e873 fix: resolve safari cert download issues (#2430) 2026-01-29 14:08:07 +11:00
David Nguyen c2ea5e5859 fix: migrate certificate generation (#2251)
Generate certificates and audit logs using Konva instead of browserless.

This should:
- Reduce the changes of generations failing
- Improve sealing speed
2026-01-06 14:26:19 +11:00
Konrad 54b0e4964e chore(i18n): improve punctuation (#2307) 2025-12-15 12:00:51 +11:00
David Nguyen 0cebdec637 fix: remove legacy envelope uploads (#2303) 2025-12-11 14:09:38 +11:00
Lucas Smith d2176627ca chore: dependency updates (#2229) 2025-11-22 20:28:20 +11:00
Lucas Smith 211ae6c9e9 fix: prefill arcoforms with formdata endpoints (#2169) 2025-11-12 12:41:10 +11:00
David Nguyen 3d0e3c6e8e fix: update dropzone to create envelopes (#2168) 2025-11-11 20:49:42 +11:00
Konrad ef52b35f79 chore: change message in dropzone wrappers (#2137) 2025-11-11 10:43:22 +11:00
David Nguyen 2aea3c4de0 fix: rename envelope buttons (#2161) 2025-11-10 22:21:34 +11:00
David Nguyen 9fd9613076 feat: add additional field options (#2154) 2025-11-08 23:40:03 +11:00
Lucas Smith 88d5a636c3 fix: show legacy ids on template and document view page (#2153)
<img width="557" height="455" alt="image"
src="https://github.com/user-attachments/assets/7b669f4a-c6c5-4fdc-bf10-da0def7b0b3f"
/>
2025-11-08 16:03:26 +11:00
David Nguyen d05bfa9fed feat: add envelopes api (#2105) 2025-11-07 14:17:52 +11:00
David Nguyen 5cdd7f8623 fix: envelope styling (#2102) 2025-10-27 16:11:10 +11:00
David Nguyen 03eb6af69a feat: polish envelopes (#2090)
## Description

The rest of the owl
2025-10-24 16:22:06 +11:00
Lucas Smith 2eebc0e439 feat: add attachments (#2091) 2025-10-23 23:07:10 +11:00
David Nguyen 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
Catalin Pit 8590502338 fix: file upload error messages (#2041) 2025-09-24 16:06:41 +03:00
Lucas Smith 3c646d9475 feat: remove email requirement for recipients (#2040) 2025-09-23 17:13:52 +10:00
Catalin Pit bb5c2edefd feat: implement auto-save functionality for signers in document edit form (#1792) 2025-09-02 21:01:16 +10:00
David Nguyen d7e5a9eec7 fix: refactor document router (#1990) 2025-08-25 08:23:12 +10:00
Catalin Pit 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
David Nguyen 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
David Nguyen 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
David Nguyen 0cc729e9bd feat: add sequential document view logs (#1871)
## Description

Add a new document audit log to detect when the document is viewed. This
should only be visible in the document audit log page

Notes:
1. I wanted to reuse the `DOCUMENT_OPENED` event and add an additional
paramter to track sequential views, but it's not query-able
2. This will log "DOCUMENT_VIEWED" before "DOCUMENT_OPENED" but i don't
think it matters
2025-06-30 19:11:16 +10:00
Catalin Pit bfe8c674f2 fix: globalAccessAuth error (#1851) 2025-06-23 10:10:57 +10:00
Catalin Pit 1be0e2842c fix: refactor folders UI/UX (#1770)
- Add folder search
- Used correct HTML elements
- Added missing translations
- Removed automatic folder redirects
- Removed duplicate code
- Added folder loading skeletons and empty states
2025-06-19 14:57:32 +10:00
David Nguyen e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
Lucas Smith 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
Catalin Pit 17370749b4 feat: add folders (#1711) 2025-05-02 02:46:59 +10:00
Ephraim Duncan 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
Ephraim Duncan 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
David Nguyen 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
Lucas Smith 4d6efe091e fix: pass document meta to readonly field component (#1737)
## Description

Previously we weren't passing the DocumentMeta to our readonly field
component which is used for displaying completed fields by other
recipients.

Due to this dates that were not using the default format were displaying
as invalid date adding confusion to the signing process.

## Related Issue

Reported via support email.

## Changes Made

- Pass the document meta to the readonly field component.
- Support showing completed fields within the embedding UI.

## Testing Performed

- Manual testing
2025-03-31 17:14:56 +11:00