Commit Graph

33 Commits

Author SHA1 Message Date
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
487f52e194 feat: enable optional fields (#1470) 2024-12-27 19:30:44 +11:00
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
f199183c78 feat: improve translation coverage (#1427)
Improves translation coverage across the app.
2024-11-01 10:57:32 +11:00
1a9dcadba5 feat: add typed signature (#1357)
Add the ability to insert typed signatures.

Once the signature field is placed on the document, a checkbox appears
in the document editor where the document owner can allow signers to add
typed signatures. Typed signatures are disabled by default.

![CleanShot 2024-09-30 at 14 57
54](https://github.com/user-attachments/assets/c388abb5-bcb1-49d0-aad8-9148c3020420)
2024-10-18 14:25:19 +11:00
3d644db286 feat: signing order (#1290)
Adds the ability to specify an optional signing order for documents.
When specified a document will be considered sequential with recipients
only being allowed to sign in the order that they were specified in.
2024-09-16 22:36:45 +10:00
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
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
cbe6270494 feat: add passkey and 2FA document action auth options (#1065)
## Description

Add the following document action auth options:
- 2FA
- Passkey

If the user does not have the required auth setup, we onboard them
directly.

## Changes made

Note: Added secondaryId to the VerificationToken schema

## Testing Performed

Tested locally, pending preview tests

## Checklist

- [X] I have tested these changes locally and they work as expected.
- [X] I have added/updated tests that prove the effectiveness of these
changes.
- [X] I have followed the project's coding style guidelines.

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

## Summary by CodeRabbit

- **New Features**
- Introduced components for 2FA, account, and passkey authentication
during document signing.
- Added "Require passkey" option to document settings and signer
authentication settings.
- Enhanced form submission and loading states for improved user
experience.
- **Refactor**
- Optimized authentication components to efficiently support multiple
authentication methods.
- **Chores**
- Updated and renamed functions and components for clarity and
consistency across the authentication system.
- Refined sorting options and database schema to support new
authentication features.
- **Bug Fixes**
- Adjusted SignInForm to verify browser support for WebAuthn before
proceeding.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-03-31 15:49:12 +08:00
a54eb54ef7 feat: add document auth (#1029) 2024-03-28 13:13:29 +08:00
2636d5fd16 chore: finish and clean-up redirect post signing
Signed-off-by: Adithya Krishna <adi@documenso.com>
2024-02-06 18:04:56 +05:30
9ed16c64d8 Merge branch 'main' of https://github.com/documenso/documenso into feat/sign-redirect 2024-02-05 13:13:16 +05:30
94e72534e0 chore: updated redirection
Signed-off-by: Adithya Krishna <adi@documenso.com>
2024-02-05 13:13:12 +05:30
7ece6ef239 feat: add recipient roles (#716)
Fixes #705

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-02-02 10:45:02 +11:00
56683aa998 fix: Added signing pad disable state while submitting form (#892)
Fixes : #891
2024-02-01 19:14:37 +11:00
fface15a22 feat: jump to next field 2024-01-05 12:56:07 +02:00
32633f96d2 feat: dateformat and timezone customization (#506) 2023-12-27 14:05:49 +11:00
2c5d547cdf fix: add missing import 2023-12-07 18:00:54 +11:00
5b98bac53b Merge branch 'main' into feat/enhance-posthog-tracking 2023-12-07 16:28:15 +11:00
39c01f4e8d fix: remove server actions (#684) 2023-12-02 09:38:24 +11:00
0e40658201 feat: track when the signing of a document has completed 2023-11-26 19:33:45 +00:00
fdf5b3908d feat: add more posthog analytics to the application 2023-11-24 23:50:51 +00:00
3f0341c7d4 feat: add dialog to confirm signing (#342) 2023-11-14 19:01:00 +11:00
b7950cf042 fix(bug): name field can be updated with spaces #555 (#558) 2023-11-06 13:02:19 +11:00
5cba913c55 fix: resolve issues with signing document stickiness 2023-11-06 13:01:46 +11:00
adf1359527 fix: disable cancel button when there is no window history 2023-11-06 13:01:46 +11:00
d20ad4217c feat: add uninserted field validation 2023-11-06 13:01:44 +11:00
ded4f03e05 fix: cancel button handler 2023-11-06 13:01:15 +11:00
f64885d2c3 chore: removed console logs
Signed-off-by: Adithya Krishna <adikrish@redhat.com>
2023-11-06 13:01:12 +11:00
faa280c02b fix: make signing form card responsive 2023-11-06 13:01:11 +11:00
215eaebc1a feat: update document flow
- Fixed z-index when dragging pre-existing fields
- Refactored document flow
- Added button spinner
- Added animation for document flow slider
- Updated drag and drop fields
- Updated document flow so it adjusts to the height of the PDF
- Updated claim plan dialog
2023-11-06 13:01:10 +11:00
a0abf56833 refactor: extract common components into UI package 2023-11-06 13:01:10 +11:00
7a705e3b81 feat: document authoring 2023-11-06 13:01:09 +11:00