995bc9c362
feat: support 2fa for document completion ( #2063 )
...
Adds support for 2FA when completing a document, also adds support for
using email for 2FA when no authenticator has been associated with the
account.
2025-10-06 16:17:54 +11:00
c7d21c6587
fix: update personal organisation email settings ( #2048 )
2025-09-29 10:11:00 +03:00
cfceebd78f
feat: change organisation owner in admin panel ( #2047 )
...
Allows changing the owner of an organisation within the admin panel,
useful for support requests to change ownership from a testing account
to the main admin account.
<img width="890" height="431" alt="image"
src="https://github.com/user-attachments/assets/475bbbdd-0f26-4f74-aacf-3e793366551d "
/>
2025-09-25 17:13:47 +10:00
3c646d9475
feat: remove email requirement for recipients ( #2040 )
2025-09-23 17:13:52 +10:00
7c8e93b53e
feat: implement recipients autosuggestions ( #1923 )
2025-09-09 20:57:26 +10:00
93a3809f6a
fix: add maxLength limits to document input fields ( #1988 )
2025-09-09 17:52:03 +10:00
9ac7b94d9a
feat: add organisation sso portal ( #1946 )
...
Allow organisations to manage an SSO OIDC compliant portal. This method
is intended to streamline the onboarding process and paves the way to
allow organisations to manage their members in a more strict way.
2025-09-09 17:14:07 +10:00
44f5da95b3
chore: refactor routes ( #1992 )
2025-08-25 21:00:35 +10:00
b8d07fd1a6
fix: refactor token router ( #1981 )
2025-08-25 08:25:01 +10:00
49fabeb0ec
fix: refactor auth router ( #1983 )
2025-08-25 08:24:32 +10:00
5a5bfe6e34
fix: refactor admin router ( #1982 )
2025-08-25 08:23:48 +10:00
d7e5a9eec7
fix: refactor document router ( #1990 )
2025-08-25 08:23:12 +10:00
67501b45cf
feat: create document in a specific folder ( #1965 )
2025-08-23 00:12:17 +10:00
17b36ac8e4
feat: sync organization name with stripe ( #1974 )
2025-08-22 23:28:04 +10:00
231ef9c27e
chore: add support option ( #1853 )
2025-08-19 20:59:03 +10:00
6f35342a83
feat: reset user 2fa from admin panel ( #1943 )
2025-08-19 13:09:05 +10:00
1dea0b8fab
add dummy teamid ( #1968 )
2025-08-16 19:09:21 +10:00
deb3a63fb8
feat: allow empty placeholder emails on templates ( #1930 )
...
Allow users to create template placeholders without the placeholder
emails.
2025-08-12 20:41:23 +10:00
d1eb14ac16
feat: include audit trail log in the completed doc ( #1916 )
...
This change allows users to include the audit trail log in the completed
documents; similar to the signing certificate.
https://github.com/user-attachments/assets/d9ae236a-2584-4ad6-b7bc-27b3eb8c74d3
It also solves the issue with the text cutoff.
2025-08-07 11:44:59 +10:00
2ee0d77870
fix: correctly set stripe customer names ( #1939 )
...
Currently the Stripe customer name is set to the organisation name,
which in some cases is just the organisation name.
This update makes it so it uses the owner name instead.
2025-08-05 12:30:02 +10:00
9b01a2318f
feat: download document via api v2 ( #1918 )
...
adds document download functionality to the API v2, returning
pre-signed S3 URLs that provide secure, time-limited access to document
files similar to what happens in the API v1 download document endpoint.
2025-08-05 12:29:21 +10:00
c48486472a
fix: add missing email reply validation ( #1934 )
...
## Description
General fixes to the email domain features
Changes made:
- Add "email" validation for "Reply-To email" fields
- Fix issue where you can't remove the "Reply-To" email after it's set
- Fix issue where setting the "Sender email" back to Documenso would
still send using the org/team pref
2025-08-02 00:40:41 +10:00
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
7a5a9eefe8
feat: upload template via API ( #1842 )
...
Allow users to upload templates via both v1 and v2 APIs. Similar to
uploading documents.
2025-07-23 14:41:12 +10:00
e5aaa17545
fix: restrict individual plans to upgrade only ( #1900 )
...
Prevent users from creating a separate organisation for individual
plans. Only applies to users who have 1 personal organisation and are
subscribing to the "Individual" plan.
The reason for this change is to keep the layout in the "Personal" mode
which means it doesn't show a bunch of unusable "organisation" related
UI.
2025-07-16 14:35:42 +10:00
122e25b491
feat: test webhook functionality ( #1886 )
2025-07-14 15:13:56 +10:00
7487399123
feat: add more api logs ( #1870 )
...
Adds more detailed API logging using Pino
2025-06-30 19:46:32 +10:00
e07a497b69
feat: api logging by pino ( #1865 )
...
experiemental
2025-06-27 21:44:51 +10:00
29a03d4ec7
feat: add inbox counter ( #1849 )
2025-06-18 13:30:01 +10:00
b8e08e88ac
fix: api keys not showing ( #1839 )
2025-06-13 17:20:03 +10:00
e6dc237ad2
feat: add organisations ( #1820 )
2025-06-10 11:49:52 +10:00
55c8632620
feat: password reauthentication for documents and recipients ( #1827 )
...
Adds password reauthentication to our existing reauth providers,
additionally swaps from an exclusive provider to an inclusive type where
multiple methods can be selected to offer a this or that experience.
2025-06-07 00:27:19 +10:00
ce66da0055
feat: multisign embedding ( #1823 )
...
Adds the ability to use a multisign embedding for cases where multiple
documents need to be signed in a convenient manner.
2025-06-05 12:58:52 +10:00
17370749b4
feat: add folders ( #1711 )
2025-05-02 02:46:59 +10:00
12ada567f5
feat: embed authoring part two ( #1768 )
2025-05-01 23:32:56 +10:00
bdb0b0ea88
feat: certificate qrcode ( #1755 )
...
Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.
2025-04-28 11:30:09 +10:00
193325717d
fix: rework fields ( #1697 )
...
Rework:
- Field styling to improve visibility
- Field insertions, better alignment, centering and overflows
## Changes
General changes:
- Set default text alignment to left if no meta found
- Reduce borders and rings around fields to allow smaller fields
- Removed lots of redundant duplicated code surrounding field rendering
- Make fields more consistent across viewing, editing and signing
- Add more transparency to fields to allow users to see under fields
- No more optional/required/etc colors when signing, required fields
will be highlighted as orange when form is "validating"
Highlighted internal changes:
- Utilize native PDF fields to insert text, instead of drawing text
- Change font auto scaling to only apply to when the height overflows
AND no custom font is set
⚠️ Multiline changes:
Multi line is enabled for a field under these conditions
1. Field content exceeds field width
2. Field includes a new line
3. Field type is TEXT
## [BEFORE] Field UI Signing

## [AFTER] Field UI Signing

## [BEFORE] Signing a checkbox


## [AFTER] Signing a checkbox


## [BEFORE] What a 2nd recipient sees once someone else signed a
document

## [AFTER] What a 2nd recipient sees once someone else signed a document

## **[BEFORE]** Inserting fields

## **[AFTER]** Inserting fields

## Overflows, multilines and field alignments testing
Debugging borders:
- Red border = The original field placement without any modifications
- Blue border = The available space to overflow
### Single line overflows and field alignments
This is left aligned fields, overflow will always go to the end of the
page and will not wrap

This is center aligned fields, the max width is the closest edge to the
page * 2

This is right aligned text, the width will extend all the way to the
left hand side of the page

### Multiline line overflows and field alignments
These are text fields that can be overflowed

Another example of left aligned text overflows with more text

2025-04-23 21:40:42 +10:00
435b3ca4f8
chore: remove legacy document update route ( #1751 )
...
Remove deprecated route
2025-04-17 16:36:10 +10:00
e613e0e347
feat: support embedded authoring for creation ( #1741 )
...
Adds support for creating documents and templates
using our embed components.
Support is super primitive at the moment and is being polished.
2025-04-11 00:20:39 +10:00
31be548939
fix: duplicate webhook calls on document complete ( #1721 )
...
Fix webhooks being sent twice due to duplicate frontend calls
Updated the assistant confirmation dialog so the next signer is always
visible (if dictate is enabled). Because if the form is invalid (due to
no name) there is no visual queue that the form is invalid (since it's
hidden)
## Notes
Didn't bother to remove the weird assistants form since it currently
works for now

## Tests
- Currently running locally
- Tested webhooks via network tab and via webhook.site
2025-03-25 21:59:13 +11:00
063fd32f18
feat: add signature configurations ( #1710 )
...
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded
**Tabbed style signature dialog**

**Document settings**

**Team preferences**

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad
Added E2E tests to check settings are applied correctly for documents
and templates
2025-03-24 17:13:11 +11:00
f1525991dc
feat: dictate next signer ( #1719 )
...
Adds next recipient dictation functionality to document signing flow,
allowing assistants and signers to update the next recipient's
information during the signing process.
## Related Issue
N/A
## Changes Made
- Added form handling for next recipient dictation in signing dialogs
- Implemented UI for updating next recipient information
- Added e2e tests covering dictation scenarios:
- Regular signing with dictation enabled
- Assistant role with dictation
- Parallel signing flow
- Disabled dictation state
## Testing Performed
- Added comprehensive e2e tests covering:
- Sequential signing with dictation
- Assistant role dictation
- Parallel signing without dictation
- Form validation and state management
- Tested on Chrome and Firefox
- Verified recipient state updates in database
2025-03-21 13:27:04 +11:00
63a4bab0fe
feat: better document rejection ( #1702 )
...
Improves the existing document rejection process by actually marking a
document as completed cancelling further actions.
## Related Issue
N/A
## Changes Made
- Added a new rejection status for documents
- Updated a million areas that check for document completion
- Updated email sending, so rejection is confirmed for the rejecting
recipient while other recipients are notified that the document is now
cancelled.
## Testing Performed
- Ran the testing suite to ensure there are no regressions.
- Performed manual testing of current core flows.
2025-03-13 15:08:57 +11:00
91ae818213
fix: missing prefillfields property from the api v2 documentation ( #1700 )
2025-03-12 22:54:58 +11:00
63d990ce8d
fix: optional fields in embeds ( #1691 )
2025-03-09 14:41:17 +11:00
422770a8c7
feat: allow fields prefill when generating a document from a template ( #1615 )
...
This change allows API users to pre-fill fields with values by
passing the data in the request body. Example body for V2 API endpoint
`/api/v2-beta/template/use`:
```json
{
"templateId": 1,
"recipients": [
{
"id": 1,
"email": "signer1@mail.com ",
"name": "Signer 1"
},
{
"id": 2,
"email": "signer2@mail.com ",
"name": "Signer 2"
}
],
"prefillValues": [
{
"id": 14,
"fieldMeta": {
"type": "text",
"label": "my label",
"placeholder": "text placeholder test",
"text": "auto-sign value",
"characterLimit": 25,
"textAlign": "right",
"fontSize": 94,
"required": true
}
},
{
"id": 15,
"fieldMeta": {
"type": "radio",
"label": "radio label",
"placeholder": "new radio placeholder",
"required": false,
"readOnly": true,
"values": [
{
"id": 2,
"checked": true,
"value": "radio val 1"
},
{
"id": 3,
"checked": false,
"value": "radio val 2"
}
]
}
},
{
"id": 16,
"fieldMeta": {
"type": "dropdown",
"label": "dropdown label",
"placeholder": "DD placeholder",
"required": false,
"readOnly": false,
"values": [
{
"value": "option 1"
},
{
"value": "option 2"
},
{
"value": "option 3"
}
],
"defaultValue": "option 2"
}
}
],
"distributeDocument": false,
"customDocumentDataId": ""
}
```
2025-03-06 19:45:33 +11:00
25bb6ffe77
fix: imports
2025-03-03 14:49:28 +11:00
596d30e2e5
fix: remove lazy pdf loader
2025-02-26 21:48:06 +11:00
139bc265c7
fix: migrate billing to RR7
2025-02-21 01:16:23 +11:00
991ce5ff46
fix: update teams API tokens logic
2025-02-21 00:34:50 +11:00