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.
Platform-plan organisations and teams can now customise non-embed
signing pages with six brand colour tokens, a border-radius, and
a free-text custom CSS block (up to 256 KB).
- Stored on OrganisationGlobalSettings / TeamGlobalSettings;
teams inherit from the org via brandingEnabled === null.
- CSS is sanitised on save (PostCSS) so we can inline it at SSR
with no per-render parsing.
- Rendered via a nonce'd <style> scoped under .documenso-branded,
using native CSS nesting so user selectors don't need scoping.
- Gated on the existing embedSigningWhiteLabel claim (or
self-hosted) — reuses the embed white-label decision.
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.
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.
## Description
Add support for teams which will allow users to collaborate on
documents.
Teams features allows users to:
- Create, manage and transfer teams
- Manage team members
- Manage team emails
- Manage a shared team inbox and documents
These changes do NOT include the following, which are planned for a
future release:
- Team templates
- Team API
- Search menu integration
## Testing Performed
- Added E2E tests for general team management
- Added E2E tests to validate document counts
## Checklist
- [X] I have tested these changes locally and they work as expected.
- [X] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [X] I have followed the project's coding style guidelines.
Lucas Smith
David Nguyen
Ephraim Duncan
Catalin Pit
Catalin Pit