Commit Graph

5 Commits

Author SHA1 Message Date
d7a3c40050 feat: add general template enhancements (#1147)
## Description

Refactor the "use template" flow

## Changes Made

- Add placeholders for recipients
- Add audit log when document is created
- Trigger DOCUMENT_CREATED webhook when document is created
- Remove role field when using template
- Remove flaky logic when associating template recipients with form
recipients
- Refactor to use `Form` 

### Using template when document has no recipients

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/a8494ac9-0397-4e3b-a0cf-818c8454a55c">

### Using template with recipients 

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/54d949fc-ed6a-4318-bfd6-6a3179896ba9">

### Using template with the send option selected

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/541b2664-0540-43e9-83dd-e040a45a44ea">
2024-05-07 15:04:12 +07:00
a54eb54ef7 feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
ecc9dc63ea feat: the rest of the owl 2024-02-29 13:22:21 +11:00
e3e2cfbcfd fix: refactor and implement design 2024-02-28 14:43:09 +11:00
0c339b78b6 feat: add teams (#848)
## Description

Add support for teams which will allow users to collaborate on
documents.

Teams features allows users to:

- Create, manage and transfer teams
- Manage team members
- Manage team emails
- Manage a shared team inbox and documents

These changes do NOT include the following, which are planned for a
future release:

- Team templates
- Team API
- Search menu integration

## Testing Performed

- Added E2E tests for general team management
- Added E2E tests to validate document counts

## Checklist

- [X] I have tested these changes locally and they work as expected.
- [X] 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.
2024-02-06 16:16:10 +11:00