## Description
Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.
## General outline
This works by allowing the template owner to configure a "direct
recipient" in the template.
When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:
- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed
## Notes
There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.
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Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Bumps ReactPDF and pdfjs-dist to avoid the CVE that allows
for code execution in pdf's. This change doesn't specifically
upgrade to the latest pdfjs-dist due to issues with top level
await, instead disabling the evaluation of javascript within
the PDF.
Use Noto Sans to gracefully handle inserting custom text
on PDF's. Previously we were using Helvetica which is a
standard PDF font but that would fail for any character
that couldn't be encoded in WinANSI.
Noto Sans was chosen as it has support for a large number
of languages and glyphs with challenges now being adding
support for CJK glyphs.
Previously we used the form flattening method from PDF-Lib
but unfortunately when it encountered orphaned form items
or other PDF oddities it would throw an error.
Because of this certain documents would fail to seal and
be stuck in a pending state with no recourse available.
This change rewrites the form flattening handler to be
more lenient when coming across the unknown opting to skip
items it can't handle rather than abort.
## Description
General enhancements for templates.
## Changes Made
Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents
Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates
## Testing Performed
Added E2E tests for templates and creating documents from templates
## Description
Update the template flow to allow for entering recipient placeholder
emails and names
## Changes Made
- General refactoring
- Added advanced recipient settings for future usage
