Commit Graph

26 Commits

Author SHA1 Message Date
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
e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
383b5f78f0 feat: migrate nextjs to rr7 2025-02-13 14:10:38 +11:00
7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00
5fbed783fc feat: add controls for sending completion emails to document owners (#1534)
Adds a new `ownerDocumentCompleted` to the email settings that controls
whether a document will be sent to the owner upon completion.

This was previously the only email you couldn't disable and didn't
account for users integrating with just the API and Webhooks.

Also adds a flag to the public `sendDocument` endpoint which will adjust
this setting while sendint the document for users who aren't using
`emailSettings` on the `createDocument` endpoint.
2024-12-12 14:24:07 +11:00
5398026b80 feat: signature rejection (#1472)
## Description

Adds support for rejecting a given document informing the document
owner.

Flows for resolving a rejection don't currently exist so it's up to the
document owner to reach out to the recipient and work out a way to move
forward via a new document or offline agreement.

## Related Issue


## Changes Made

- Added new rejection properties to the recipient schema
- Added API endpoints to support rejection
- Added email templates for notifying the document owner and recipient
- Added a dialog on the signing page to start the rejection flow.

## Testing Performed

- Manually tested the flow end to end
- Automated tests are planned
2024-11-14 21:37:42 +11:00
23a0537648 feat: add global settings for teams (#1391)
## Description

This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.

### Include Sender Details

If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:

> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"

Otherwise, the email will say:

> "Example Team" has invited you to sign "document.pdf"

### Default Document Visibility

This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only

If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"

Otherwise, if there is a default document visibility value, it uses that
value.

#### Gotcha

To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
  * Similar to the other scenarios.

* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.

* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".

## Testing Performed

Tested it locally.
2024-11-08 22:50:49 +11:00
f6bcf921d5 feat: add document distribution setting (#1437)
Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.
2024-11-08 13:32:13 +09:00
4dd95016b1 feat: i18n for emails (#1442)
## Description

Support setting a document language that will control the language used
for sending emails to recipients. Additional work has been done to
convert all emails to using our i18n implementation so we can later add
controls for sending other kinds of emails in a users target language.

## Related Issue

N/A

## Changes Made

- Added `<Trans>` and `msg` macros to emails
- Introduced a new `renderEmailWithI18N` utility in the lib package
- Updated all emails to use the `<Tailwind>` component at the top level
due to rendering constraints
- Updated the `i18n.server.tsx` file to not use a top level await

## Testing Performed

- Configured document language and verified emails were sent in the
expected language
- Created a document from a template and verified that the templates
language was transferred to the document
2024-11-05 11:52:54 +11:00
2eee2b4d2a feat: send custom email to signers of direct template documents (#1215)
Introduces customization options for the document completion email
template to allow for custom email bodies and subjects for documents
created from direct templates.


## Testing Performed
- Verified correct rendering of custom email subject and body for direct
template documents
- Verified the all other completed email types are sent correctly
2024-07-05 13:03:22 +10:00
f8ddb0f922 chore: update filename for bulk recipients 2024-04-18 18:12:08 +05:30
1126fe4bff chore: added filename extension check 2024-04-17 03:52:59 +05:30
a54eb54ef7 feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
a7594c9b3c fix: update sending logic 2024-03-16 11:06:33 +00:00
f012826b6b chore: send document owner email
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-03-15 22:26:31 +05:30
52afae331e chore: updated to send email to doc owners
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-03-13 09:50:37 +05:30
306e5ff31f fix: add timeouts to longer transactions 2024-02-22 11:05:49 +00:00
8ebef831ac Merge branch 'main' into feat/add-runtime-env 2024-02-12 12:30:35 +11:00
3a32bc62c5 feat: initial document audit logs implementation (#922)
Added initial implementation of document audit logs.
2024-02-12 12:04:53 +11:00
08f82b23dc fix: update env entries to evaluate at runtime 2024-01-31 22:32:42 +11:00
d451a7acce feat: add next-runtime-env 2024-01-25 10:48:20 +02:00
486b1cbf62 fix: incorrect promise.all usages 2023-12-02 12:43:43 +11:00
9d9b1a6681 fix: attach document to completed email 2023-11-06 13:02:20 +11:00
abfa0812f0 fix: minor updates 2023-11-06 13:01:15 +11:00
c58006b2d9 feat: avoid sending pending email to document with 1 recipients 2023-11-06 13:01:15 +11:00
94215fffbb feat: send email when all recipients have signed 2023-11-06 13:01:15 +11:00