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
Generate certificates and audit logs using Konva instead of browserless.
This should:
- Reduce the changes of generations failing
- Improve sealing speed
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.
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.
## 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
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.
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
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.
Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
Adds the ability to align text to the left, center or right for relevant
fields.
Previously text was always centered which can be less desirable.
See attached debug document which has left, center and right text
alignments set for fields.
<img width="614" alt="image"
src="https://github.com/user-attachments/assets/361a030e-813d-458b-9c7a-ff4c9fa5e33c"
/>
N/A
- Added text align option
- Update the insert in pdf method to support different alignments
- Added a debug mode to field insertion
- Ran manual tests using the debug mode
Konrad
Lucas Smith
Catalin Pit
David Nguyen
dzhou777
Ted Liang
Filbert Wijaya
samuel-cglg
Catalin Pit
Ephraim Duncan
Jan Piotrowski