Commit Graph

6 Commits

Author SHA1 Message Date
a1a8a174bf feat: embed signing experience (#1322) 2024-09-04 23:13:00 +10:00
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
e5f73452b3 fix: support dynamic external ids for direct templates (#1274)
Adds support for an `externalId` query param to be passed when linking a
user to a direct template. This external id will then be stored on the
document upon signing completion.
2024-08-09 11:06:17 +10:00
2eee2b4d2a feat: send custom email to signers of direct template documents (#1215)
Introduces customization options for the document completion email
template to allow for custom email bodies and subjects for documents
created from direct templates.


## Testing Performed
- Verified correct rendering of custom email subject and body for direct
template documents
- Verified the all other completed email types are sent correctly
2024-07-05 13:03:22 +10:00
0c2306b745 fix: add correct role names for direct templates (#1179)
## Description

Update the direct template signing process and emails to correctly
reflect the role of the recipient who actioned the direct template.


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

## Summary by CodeRabbit

- **New Features**
- Dynamic updating of title and description based on recipient role in
the document signing process.
- Enhanced email templates to include recipient roles, providing more
context in email notifications.

- **Improvements**
- More descriptive actions in email templates based on recipient roles,
improving clarity for recipients.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-05 14:40:45 +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.

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