Currently direct templates can be created without the required
signatures fields for signers.
This means that the document can be fully signed by everyone but will
ultimately fail the sealing step which leaves the document in an
unrecoverable state.
Programmatically record an external rejection on behalf of a recipient
who declined outside the platform. Flags the rejection as external in
the audit log, optionally attributes it to a specific team member via
actAsEmail, and enforces team membership and document visibility.
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.
Add a team document-usage dashboard at /t/:teamUrl/analytics for team admins and managers,
behind the NEXT_PUBLIC_FEATURE_TEAM_ANALYTICS_ENABLED rollout flag (enabled by default, set to
"false" to gate it off).
Backend:
- getTeamAnalytics Kysely query over team-produced documents across all folders, with exact
COUNT(*) (no STATS_COUNT_CAP). Each metric uses its own date axis: Sent/Draft/Pending by
createdAt, Completed by Envelope.completedAt, Declined by the DOCUMENT_RECIPIENT_REJECTED
audit-log timestamp.
- resolveAnalyticsPeriod turns calendar presets into half-open [start, end) ranges in the
viewer's timezone, falling back to UTC.
- team.getAnalytics tRPC route gated to ADMIN/MANAGER.
Frontend:
- Standalone /t/:teamUrl/analytics route whose loader gates the flag and role, silently
redirecting members to documents.
- Headline metrics and compact stat tiles, a member multiselect filter, a calendar-preset
period selector, and an empty state.
- Role- and flag-gated nav entries in the desktop and mobile navigation.
Tests:
- Unit tests for the period resolver (timezone and preset boundaries).
- Integration/E2E tests for the query semantics (date axes, audit-log decline, all-folders
aggregation, sender attribution), access control, filters and the empty state.
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.
ephraimduncan
David Nguyen
Lucas Smith
Ephraim Duncan
Catalin Pit
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