Commit Graph

9 Commits

Author SHA1 Message Date
332e0657e0 feat: assistant role (#1588)
## Description

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.

https://github.com/user-attachments/assets/c1321578-47ec-405b-a70a-7d9578385895
2025-02-01 14:31:18 +11:00
0d3864548c fix: bump trpc and openapi packages (#1591) 2025-01-19 22:07:02 +11:00
7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00
ebbe922982 feat: add template and field endpoints (#1572) 2025-01-11 15:33:20 +11:00
1a73c68d07 fix: close direct link dialog when you click on save (#1412) 2024-10-21 15:33:21 +11:00
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
ae5ae111a6 chore: update failing tests 2024-07-22 20:52:17 +10:00
62cd4c019f feat: force signature fields for document signers (#1139)
## Description

Show a dialog when the document has signers with no signature fields
placed.

## Changes Made

Created a new dialog that'll be triggered when the document owner tries
to send a document to the signers without placing signature fields. The
document owners can't proceed to the next step unless they add signature
fields.

## Checklist

- [x] I have tested these changes locally and they work as expected.
- [ ] 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.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.




https://github.com/documenso/documenso/assets/25515812/f1b5c34e-2ce0-40e3-804c-f05d23045710




<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

- **New Features**
- Introduced "Direct Links" for async signing, allowing users to create
documents from templates using public links.
- Added `MissingSignatureFieldDialog` component to ensure users don't
miss adding signature fields.

- **Enhancements**
- Updated blog content to provide guidance on contract management and
announce new pricing plans.

- **Bug Fixes**
  - Improved async signing process for better efficiency and control.

- **Refactor**
- Improved internal code structure and import order for stripe-related
functionality.

- **Tests**
- Enhanced e2e tests to verify signature presence before document
creation and updated test flows for document approval.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-06-24 18:01:57 +10:00
d11a68fc4c feat: add direct templates links (#1165)
## 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.

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-06-02 15:49:09 +10:00