Commit Graph

58 Commits

Author SHA1 Message Date
David Nguyen 8448e333cf fix: update new quota and rates UX (#2954) 2026-06-08 14:14:22 +10:00
David Nguyen 8671f269e8 fix: lint project (#2693) 2026-05-08 16:04:22 +10:00
David Nguyen e19b1d00d0 fix: improve embed error messages (#2752) 2026-05-01 14:24:42 +10:00
Ephraim Duncan 4935f387bf feat: signing reminders (#1749) 2026-04-14 21:01:53 +10:00
Swalih kolakkadan 6f650e1c2f feat: add document rename feature (#2542) (#2595) 2026-04-02 19:07:52 +11:00
Lucas Smith 2346de83a6 fix: replace z.string().email() with RFC 5322 compliant zEmail() (#2656) 2026-03-26 16:31:21 +11:00
Lucas Smith 814f6e62de fix: replace z.string().email() with RFC 5322 compliant ZEmail/zEmail (#2655) 2026-03-26 13:31:26 +11:00
David Nguyen 53b6078fa9 fix: missing embed direct template email validation (#2635) 2026-03-23 15:12:42 +11:00
David Nguyen 0b605d61c6 feat: add envelope pdf replacement (#2602) 2026-03-18 22:53:28 +11:00
Ted Liang 5dcdac7ecd feat: support language in embedding (#2364) 2026-03-18 16:17:23 +11:00
Catalin Pit 455fef70bd fix: folder view all page nested navigation and search filtering (#2450)
Add parentId query param support to documents/templates folder index
pages so View All correctly shows subfolders. Fix search not filtering
unpinned folders on documents page and broken mt- Tailwind class on
templates page.
2026-03-17 12:02:32 +02:00
Ted Liang 83fbc70a1c refactor: avoid recipient color duplication (#2355) 2026-03-13 15:52:15 +11:00
Lucas Smith f82bf97480 fix: only use embed hash name/email as fallback when recipient values are blank (#2586)
For document signing embeds, the hash-provided name and email should
only
be used when the recipient doesn't already have values set. For template
signing, the hash values are always allowed.

Also makes the email input editable in V1 embeds when the recipient has
no email, matching V2 behavior.

Ref: documenso/embeds#53
2026-03-09 13:30:27 +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
Konrad 92d82c0423 fix(i18n): mark supported languages for translation (#2377) 2026-02-26 12:06:18 +11:00
Lucas Smith 006b1d0a57 feat: per-recipient envelope expiration (#2519) 2026-02-20 11:36:20 +11:00
Lucas Smith 5de2527e54 fix: v2 embed direct templates not reading email/lockEmail from hash params (#2509) 2026-02-18 13:35:04 +11:00
Konrad ca199e7885 fix(i18n): mark span strings for translation (#2494) 2026-02-16 12:07:53 +11:00
Lucas Smith 0a3e0b8727 feat: validate signers have signature fields before distribution (#2411)
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
2026-01-26 15:22:12 +11:00
Lucas Smith f0a5a7e816 feat: prefill typed signature with user's full name (#2324)
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.
2025-12-16 12:06:04 +11:00
David Nguyen b51f562224 feat: add empty emails for envelopes (#2267) 2025-12-06 13:38:10 +11:00
Konrad 1275a15571 fix(i18n): mark missing toast messages for translation (#2274) 2025-12-04 14:00:25 +11:00
Lucas Smith d2176627ca chore: dependency updates (#2229) 2025-11-22 20:28:20 +11:00
Lucas Smith 0663605ffd fix: handle loading files in embedded authoring update flows (#2218) 2025-11-20 15:07:41 +11:00
Lucas Smith de3e6d2115 fix: embed editing updates (#2197)
Allows empty recipients for embed template authoring.

Also allows fixing the step to editing fields only for embedded
authoring updates.
2025-11-15 00:47:50 +11:00
samuel-cglg 74a03077b7 fix: placeholders translations (#2020) 2025-11-13 14:26:19 +11:00
Lucas Smith 441842d2bd fix: use correct token for embeded template files (#2160) 2025-11-10 19:08:08 +11:00
Lucas Smith 7f19ec1265 fix: embedded direct template recipient auth 2025-11-07 14:23:46 +11:00
David Nguyen d05bfa9fed feat: add envelopes api (#2105) 2025-11-07 14:17:52 +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
Lucas Smith 657db3bc84 fix: improve mobile signing ux (#2003)
Improves the mobile signing UX making actions available via the floating
navbar more obvious.

Also adds an automatic switch to the complete button once all fields
have been signed.
2025-08-28 16:15:52 +10:00
Lucas Smith 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
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
Lucas Smith 6059b79a8e fix: type error 2025-06-07 00:56:33 +10:00
Lucas Smith 7c3ca72359 fix: track uninserted fields for multisign 2025-06-07 00:44:41 +10:00
Lucas Smith 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
Ephraim Duncan 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
Lucas Smith 12ada567f5 feat: embed authoring part two (#1768) 2025-05-01 23:32:56 +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
Mythie 9121a062b3 chore: add docs for authoring 2025-04-14 11:31:54 +10:00
Lucas Smith 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
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
Catalin Pit c82388c40a fix: remove console.log embed document completed (#1723) 2025-03-25 16:36:52 +02:00
David Nguyen 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
Catalin Pit 63d990ce8d fix: optional fields in embeds (#1691) 2025-03-09 14:41:17 +11:00
Ephraim Duncan ba5b7ce480 feat: hide signature ui when theres no signature field (#1676) 2025-03-06 19:47:02 +11:00
Mythie d970976299 fix: remove auto-expand in embeddding 2025-02-28 14:46:15 +11:00