Commit Graph

19 Commits

Author SHA1 Message Date
82337e4e3a fix: typed signature not working (#1635)
The `typedSignatureEnabled` prop was removed from the `SignatureField`
component, which broke the typed signature meaning that nobody could
sign documents by typing their signature.
2025-02-05 21:02:21 +11:00
332e0657e0 feat: assistant role (#1588)
## Description

Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.

https://github.com/user-attachments/assets/c1321578-47ec-405b-a70a-7d9578385895
2025-02-01 14:31:18 +11:00
9e03747e43 feat: add create document beta endpoint (#1584) 2025-01-16 13:36:00 +11:00
7d0a9c6439 fix: refactor prisma relations (#1581) 2025-01-13 13:41:53 +11:00
fae9c0ca24 fix: refactor routers (#1523) 2024-12-10 16:11:20 +09:00
dd162205fa fix: prevent accidental signatures (#1515)
![CleanShot 2024-12-06 at 03 30
39](https://github.com/user-attachments/assets/d47dc820-f19d-43b7-a60d-914fc9ab24b8)

![CleanShot 2024-12-06 at 03 32
34](https://github.com/user-attachments/assets/0db98735-8c91-469b-873c-adb19d0fff7b)
2024-12-08 14:17:58 +11:00
e6d4005cd1 fix: document title truncation (#1467)
Truncates the document title across various instances where it previously hadn't been truncated.
2024-11-27 10:53:48 +11:00
ab654a63d8 chore: enable typed signature by default (#1436)
Enable typed signature by default and also add the option to set a typed
signature in the profile page.
2024-11-26 21:03:44 +11:00
9b769e7e33 fix: email translations (#1454) 2024-11-08 00:33:48 +09:00
4dd95016b1 feat: i18n for emails (#1442)
## Description

Support setting a document language that will control the language used
for sending emails to recipients. Additional work has been done to
convert all emails to using our i18n implementation so we can later add
controls for sending other kinds of emails in a users target language.

## Related Issue

N/A

## Changes Made

- Added `<Trans>` and `msg` macros to emails
- Introduced a new `renderEmailWithI18N` utility in the lib package
- Updated all emails to use the `<Tailwind>` component at the top level
due to rendering constraints
- Updated the `i18n.server.tsx` file to not use a top level await

## Testing Performed

- Configured document language and verified emails were sent in the
expected language
- Created a document from a template and verified that the templates
language was transferred to the document
2024-11-05 11:52:54 +11:00
f199183c78 feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
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
29910ab2a7 feat: add initials field type (#1279)
Adds a new field type that enables document recipients to add
their `initials` on the document.
2024-08-12 23:29:32 +10:00
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
7b5c57e8af chore: add more field types (#1141)
Adds a number of new field types and capabilities to existing fields.

A massive change with far too many moving pieces to document in a single commit.
2024-07-18 23:45:44 +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.

---------

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