2f86bb523b
feat: add template enhancements ( #1154 )
...
## 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
2024-05-10 19:45:19 +07:00
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
6526377f1b
feat: add visible completed fields
2024-04-18 21:56:31 +07:00
08b693ff95
feat: add prefilling pdf form fields via api
2024-04-08 17:01:11 +07:00
c2cf25b138
fix: templates incorrectly linking when in a team
2024-03-11 01:46:19 +00:00
3c51a1bc3d
Merge branch 'main' into feat/public-api
2024-02-26 12:15:33 +11:00
2a74ce06ef
Merge branch 'main' into feat/public-api
2024-02-26 00:21:25 +11:00
a10957d909
Merge branch 'main' into feat/improve-create-document-from-template
2024-02-24 21:26:11 +11:00
2abcdd7533
feat: team api tokens
2024-02-22 13:39:34 +11:00
6ee896048e
feat: dialog to enter custom recipients for creating document from template
2024-02-20 19:11:12 +00:00
4d286e01d1
feat: allow recipients when creating document from template
2024-02-20 17:20:03 +00:00
b9e5905469
feat: create from template
2024-02-20 19:46:18 +11:00
769eaa0ed9
feat: add roles to templates recipients
2024-02-15 07:01:41 +00:00
e97b9b4f1c
feat: add team templates ( #912 )
2024-02-08 12:33:20 +11:00
298396c86c
fix: awaiting in promise.all array
2023-12-21 17:36:35 +11:00
82da337a56
fix: remove templateToken
2023-12-15 22:07:27 +11:00
31a9127c9e
feat: templates
2023-12-14 12:24:56 +11:00
