Commit Graph

101 Commits

Author SHA1 Message Date
ephraimduncan b8a11df768 feat(pdf): import AcroForm widgets as Documenso fields on upload
Detect AcroForm widgets (text, checkbox, radio, dropdown, signature) at upload
time and reuse their geometry as Documenso fields instead of stripping them via
form.flatten(). Imported fields land in the editor as ordinary Field rows
assigned to the first signable recipient, removing the manual re-placement step
users hit when preparing PDFs in Adobe Acrobat.

Extraction runs before normalizePdf so widget geometry is still readable.
Text fields go through a name+format heuristic that maps DATE/NUMBER/EMAIL/
NAME/INITIALS/TEXT, with AcroForm /AA format actions taking precedence over
name tokens. Coordinates are converted via per-rotation transforms (0/90/180/
270) against the rendered page dimensions; widgets fully off-page are
dropped, partial overlap is clamped. Signed signatures (SignatureField.
isSigned()) are detected and skip both the import and the form flatten so
the signature stays valid. Encrypted PDFs, XFA hybrids, malformed PDFs, and
internal extractor errors all return an empty result with skipReason set so
the upload proceeds untouched.

Every imported field carries fieldMeta.source = 'acroform' (new optional on
ZBaseFieldMeta) for future provenance queries. DOCUMENT envelopes emit a
per-field FIELD_CREATED audit entry matching create-envelope-fields.ts.
Recipient assignment picks the first Recipient with role SIGNER or APPROVER
sorted by (signingOrder asc nulls last, id asc); when no signable recipient
exists, a placeholder Recipient 1 SIGNER is created mirroring the
placeholder-pipeline behaviour.
2026-05-21 04:05:12 +00:00
David Nguyen 8f6be474a9 fix: improve api logging (#2820) 2026-05-15 13:41:35 +10:00
Lucas Smith 0b86ece1d5 feat: add custom branding for signing pages (#2785)
Platform-plan organisations and teams can now customise non-embed
signing pages with six brand colour tokens, a border-radius, and
a free-text custom CSS block (up to 256 KB).

- Stored on OrganisationGlobalSettings / TeamGlobalSettings;
  teams inherit from the org via brandingEnabled === null.
- CSS is sanitised on save (PostCSS) so we can inline it at SSR
  with no per-render parsing.
- Rendered via a nonce'd <style> scoped under .documenso-branded,
  using native CSS nesting so user selectors don't need scoping.
- Gated on the existing embedSigningWhiteLabel claim (or
  self-hosted) — reuses the embed white-label decision.
2026-05-11 13:03:02 +10:00
David Nguyen 8671f269e8 fix: lint project (#2693) 2026-05-08 16:04:22 +10:00
David Nguyen 207135d6f3 feat: add new field overflow methods (#2715) 2026-05-08 15:14:27 +10:00
David Nguyen 6a6ef8d2ad feat: allow add myself feature for embeds (#2754) 2026-05-04 15:05:13 +10:00
Lucas Smith 19c2f7b4a1 docs: add signing reminders guide (#2716) 2026-04-27 10:51:14 +10:00
Ephraim Duncan e5da5bca38 fix: unwrap webhook payload before test and resend (#2710) 2026-04-22 15:42:16 +10:00
Ephraim Duncan 4935f387bf feat: signing reminders (#1749) 2026-04-14 21:01:53 +10:00
David Nguyen e3b7a9e7cb feat: add ability to save documents as template (#2661) 2026-04-01 16:03:26 +11:00
Lucas Smith 2346de83a6 fix: replace z.string().email() with RFC 5322 compliant zEmail() (#2656) 2026-03-26 16:31:21 +11:00
Lucas Smith 814f6e62de fix: replace z.string().email() with RFC 5322 compliant ZEmail/zEmail (#2655) 2026-03-26 13:31:26 +11:00
Catalin Pit 5be71cca21 feat: add option to disable Document created from template (#2609) 2026-03-23 15:11:42 +11:00
David Nguyen 48fb066b9a feat: allow editing pending envelope titles (#2604) 2026-03-19 14:03:30 +11:00
David Nguyen 0b605d61c6 feat: add envelope pdf replacement (#2602) 2026-03-18 22:53:28 +11:00
Ted Liang 5dcdac7ecd feat: support language in embedding (#2364) 2026-03-18 16:17:23 +11:00
Ephraim Duncan 36bbd97514 feat: add organisation template type (#2611) 2026-03-17 01:29:34 +11:00
David Nguyen 2f2b5dd232 feat: allow creating embeds in folder (#2612)
## Description

Allow passing in a `folderId` when creating an embedded envelope 

## Embed repo changes here

https://github.com/documenso/embeds/pull/69/changes
2026-03-13 14:50:14 +11:00
David Nguyen e67e19358a fix: add hipaa flag (#2603) 2026-03-13 12:06:10 +11:00
David Nguyen 7ea664214a feat: add embedded envelopes (#2564)
## Description

Add envelopes V2 embedded support

---------

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-03-06 14:11:27 +11:00
David Nguyen 6faa01d384 feat: add pdf image renderer (#2554)
## Description

Replace the PDF renderer with an custom image renderer.

This allows us to remove the "react-pdf" dependency and allows us to use
a virtual list to improve performance.
2026-03-06 12:39:03 +11:00
Lucas Smith c112392da9 feat: add admin email domain management and sync job (#2538) 2026-02-25 15:14:18 +11:00
Lucas Smith 006b1d0a57 feat: per-recipient envelope expiration (#2519) 2026-02-20 11:36:20 +11:00
David Nguyen 1b0df2d082 feat: add license integration (#2346)
Changes:
- Adds integration for the license server.
- Prevent adding flags that the instance is not allowed to add
2026-01-29 13:30:48 +11:00
Catalin Pit d18dcb4d60 feat: autoplace fields from placeholders (#2111)
This PR introduces automatic detection and placement of fields and
recipients based on PDF placeholders.

The placeholders have the following structure:
- `{{fieldType,recipientPosition,fieldMeta}}` 
- `{{text,r1,required=true,textAlign=right,fontSize=50}}`

When the user uploads a PDF document containing such placeholders, they
get converted automatically to Documenso fields and assigned to
recipients.
2026-01-29 13:13:45 +11:00
Catalin Pit bb3e9583e4 feat: add default recipients for teams and orgs (#2248) 2026-01-13 20:32:00 +11:00
David Nguyen c2ea5e5859 fix: migrate certificate generation (#2251)
Generate certificates and audit logs using Konva instead of browserless.

This should:
- Reduce the changes of generations failing
- Improve sealing speed
2026-01-06 14:26:19 +11:00
Ephraim Duncan aa1cada79b feat: add find envelopes endpoint (#2244) 2025-12-23 22:51:51 +11:00
Catalin Pit baa2c51123 feat: add delegate document ownership option (#2272)
When using an API key created in a team context, the
documents/templates’ owner always defaults to the team API token
creator, rather than the actual uploader.

For example, John creates the API key for the team "Lawyers". Tom and
Maria use the API key to upload documents. All the uploaded documents
are attributed to John.

This makes it impossible to see who actually uploaded a document.

The new feature allows users to enable document ownership delegation
from the organization/team settings.
2025-12-23 22:08:54 +11:00
David Nguyen 0cebdec637 fix: remove legacy envelope uploads (#2303) 2025-12-11 14:09:38 +11:00
David Nguyen b51f562224 feat: add empty emails for envelopes (#2267) 2025-12-06 13:38:10 +11:00
David Nguyen 2802813c76 fix: add default values for envelope field meta (#2181)
🙏
2025-11-12 18:22:30 +11:00
Ephraim Duncan c6b08d8594 feat: org insights (#1937) 2025-11-11 12:09:58 +11:00
David Nguyen 9fd9613076 feat: add additional field options (#2154) 2025-11-08 23:40:03 +11:00
David Nguyen d05bfa9fed feat: add envelopes api (#2105) 2025-11-07 14:17:52 +11:00
David Nguyen 5cdd7f8623 fix: envelope styling (#2102) 2025-10-27 16:11:10 +11:00
David Nguyen 03eb6af69a feat: polish envelopes (#2090)
## Description

The rest of the owl
2025-10-24 16:22:06 +11:00
Lucas Smith 2eebc0e439 feat: add attachments (#2091) 2025-10-23 23:07:10 +11:00
Lucas Smith f15c0778b5 fix: authoring token arg and null email settings 2025-10-21 10:42:44 +11:00
David Nguyen 7f09ba72f4 feat: add envelopes (#2025)
This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
2025-10-14 21:56:36 +11:00
Lucas Smith 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
David Nguyen 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
David Nguyen c28c5ab91d chore: correct the email domains documentation (#1941)
## Description

Update the documentation for email domains
2025-08-07 11:54:41 +10:00
David Nguyen 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
Lucas Smith 512e3555b4 feat: horizontal checkboxes (#1911)
Adds the ability to have checkboxes align horizontally, wrapping when
they would go off the PDF
2025-07-19 22:06:50 +10:00
Catalin Pit 122e25b491 feat: test webhook functionality (#1886) 2025-07-14 15:13:56 +10:00
David Nguyen 7487399123 feat: add more api logs (#1870)
Adds more detailed API logging using Pino
2025-06-30 19:46:32 +10:00
David Nguyen 0cc729e9bd feat: add sequential document view logs (#1871)
## Description

Add a new document audit log to detect when the document is viewed. This
should only be visible in the document audit log page

Notes:
1. I wanted to reuse the `DOCUMENT_OPENED` event and add an additional
paramter to track sequential views, but it's not query-able
2. This will log "DOCUMENT_VIEWED" before "DOCUMENT_OPENED" but i don't
think it matters
2025-06-30 19:11:16 +10:00
David Nguyen e6dc237ad2 feat: add organisations (#1820) 2025-06-10 11:49:52 +10:00
Lucas Smith 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