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Author SHA1 Message Date
Ephraim Duncan d66c330d46 fix: match cert and audit log page dimensions to source document (#2473) 2026-02-12 18:25:11 +11:00
Ephraim DuncanandCatalin Pit e3b0087be6 feat: create plain customer (#2442) 
Co-authored-by: Catalin Pit <catalinpit@gmail.com>
 2026-02-09 11:24:45 +11:00
Ephraim Duncan ed7a0011c7 fix: sync envelope state after direct link changes (#2257) 2026-01-21 14:43:24 +11:00
Ephraim Duncan aa1cada79b feat: add find envelopes endpoint (#2244) 2025-12-23 22:51:51 +11:00
Ephraim Duncan 8fca029d96 fix: invalidate sessions on password reset and update (#2076) 2025-12-08 19:17:23 +11:00
Ephraim Duncan f70b76d8b8 feat: add envelope audit logs endpoint (#2232) 2025-12-08 12:34:03 +11:00
Ephraim Duncan 5d8b147199 fix: delay field tooltip scroll on envelope item switch (#2246) 2025-11-27 13:37:33 +11:00
Ephraim Duncan 94646cd48a perf: add database indexes for insights queries (#2211) 2025-11-26 21:21:01 +11:00
Ephraim Duncan 14db9b8203 feat: add navigation links between admin org pages (#2243) 2025-11-26 15:15:29 +11:00
Ephraim Duncan 2d7a4d0dde docs: add missing environment variables to self-hosting guide (#2225) 2025-11-22 20:28:51 +11:00
Ephraim Duncan e4e04cdddc feat: simplify billing ux (#2117) 2025-11-13 15:58:16 +11:00
Ephraim Duncan c6b08d8594 feat: org insights (#1937) 2025-11-11 12:09:58 +11:00
Ephraim Duncan ffce7a2c81 fix: filter document stats by folder (#2083) 
This pull request refactors the filtering logic in the `getTeamCounts`
function within `get-stats.ts` to improve consistency and
maintainability. The main change is the consolidation of multiple filter
conditions into a single `AND` clause, which now includes search
filters, folder filters, and visibility filters. This ensures that all
relevant filters are applied in a unified way for document count
queries.
 2025-10-28 21:16:12 +11:00
Ephraim Duncan 353bdce86b feat: admin member role updates (#2093) 2025-10-28 21:09:38 +11:00
Ephraim Duncan 35250fa308 feat: server port configurable via PORT env (#2097) 2025-10-27 17:24:24 +11:00
Ephraim Duncan 4a3859ec60 feat: signin with microsoft (#1998) 2025-10-22 12:05:11 +11:00
Ephraim Duncan 49b792503f fix: query envelope table for openpage stats (#2086) 2025-10-21 12:43:57 +00:00
Ephraim Duncan 2c0d4f8789 chore: self hosting docs update and certificate issues (#1847) 2025-09-09 21:26:42 +10:00
Ephraim Duncan 93a3809f6a fix: add maxLength limits to document input fields (#1988) 2025-09-09 17:52:03 +10:00
Ephraim Duncan 19565c1821 fix: access audit logs for documents in folder (#1989) 2025-08-31 12:17:31 +10:00
Ephraim Duncan 31c1a9a783 fix: preserve existing recipient properties when adding new recipient (#1987) 2025-08-28 16:19:14 +10:00
Ephraim Duncan adefac81e2 fix: outdated docs (#1985) 2025-08-24 16:48:30 +10:00
Ephraim Duncan 1cb9de8083 chore: remove 'use client' directives (#1979) 2025-08-22 02:20:41 +00:00
Ephraim Duncan cc05af2062 feat: backport the embedded mobile signing ux to main application (#1919) 
This PR improves the mobile experience of the document signing page by
implementing a collapsible widget design for the signing form. On mobile
devices, the form now appears as a fixed bottom sheet that can be
expanded/collapsed, while maintaining the sticky sidebar layout on
desktop.
 2025-08-12 20:40:14 +10:00
Ephraim Duncan 9b01a2318f feat: download document via api v2 (#1918) 
adds document download functionality to the API v2, returning
pre-signed S3 URLs that provide secure, time-limited access to document
files similar to what happens in the API v1 download document endpoint.
 2025-08-05 12:29:21 +10:00
Ephraim Duncan 20198b5b6c feat: add european date format (#1925) 2025-07-28 12:32:10 +10:00
Ephraim Duncan f9d7fd7d9a fix: resend document api v1 filtering logic (#1888) 
The resend document API was not working correctly when filtering
recipients. The query was filtering recipients at the database level,
which could result in an empty recipients array being returned even when
the document had recipients. This prevented the API from properly
identifying which recipients needed reminder emails.
 2025-07-16 14:31:40 +10:00
Ephraim Duncan 939bbcdb33 docs: api rate limit (#1899) 2025-07-15 16:16:50 +10:00
Ephraim Duncan 55abecc526 fix: isAssistantMode was incorrectly set to true for regular recipients (#1854) 2025-07-13 22:41:18 +10:00
Ephraim Duncan 4195a871ce chore: update gitginore (#1894) 2025-07-11 13:16:51 +10:00
Ephraim Duncan eda0d5eeb6 fix: open advanced settings when fields are added to templates (#1855) 2025-07-01 21:21:13 +10:00
Ephraim Duncan bb9ba80edb fix: duplicate fields and recipients when you duplicate a document (#1852) 2025-06-23 16:43:07 +10:00
Ephraim Duncan 2345de679b feat: admin monthly active users metric (#1724) 2025-06-19 15:12:17 +10:00
Ephraim Duncan 29a03d4ec7 feat: add inbox counter (#1849) 2025-06-18 13:30:01 +10:00
Ephraim Duncan 039cd7d449 fix: remove preconnect font links (#1798) 2025-06-18 12:42:54 +10:00
Ephraim Duncan 484f6c8b85 fix: admin metrics broken (#1845) 2025-06-17 21:15:11 +10:00
Ephraim Duncan 400d2a2b1a feat: sign out of all sessions (#1797) 2025-06-11 17:57:38 +10:00
Ephraim Duncan d27f0ee0ef fix: duplicate field bugs (#1685) 2025-06-11 13:26:19 +10:00
Ephraim Duncan fd2b413ed9 chore: increase wait times for tests (#1778) 2025-06-11 13:25:21 +10:00
Ephraim DuncanandLucas Smith 99b0ad574e feat: bulk add fields (#1683) 
## Demo

![CleanShot 2025-03-04 at 02 17
47](https://github.com/user-attachments/assets/2cffaee3-9933-49e9-bdab-eadfd4c35030)

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
 2025-05-14 19:35:32 +00:00
Ephraim Duncan 9594e1fee8 chore: minor ui fixes (#1793) 2025-05-14 20:08:03 +10:00
Ephraim Duncan f928503a33 chore: update dropdown icons (#1790) 
### Before

![CleanShot 2025-05-12 at 11 11
05@2x](https://github.com/user-attachments/assets/af2a60bf-9676-405d-8c3d-e6b2256b53ae)

### After

![CleanShot 2025-05-12 at 11 10
25@2x](https://github.com/user-attachments/assets/aec67e9c-f0f2-4b0d-9baa-7aa327680cf1)
 2025-05-14 16:44:13 +10:00
Ephraim Duncan c389670785 fix: trigger webhook for duplicated documents (#1789) 2025-05-14 16:43:31 +10:00
Ephraim Duncan bdb0b0ea88 feat: certificate qrcode (#1755) 
Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.
 2025-04-28 11:30:09 +10:00
Ephraim Duncan 6a41a37bd4 feat: download original documents (#1742) 
## Preview
![CleanShot 2025-04-10 at 14 26
11@2x](https://github.com/user-attachments/assets/d4984d85-ab40-4d38-8d5c-a1085bde21a2)
 2025-04-25 22:44:03 +10:00
Ephraim Duncan f0dcf7e9bf fix: signing volume query (#1753) 
This pull request updates the implementation of the admin leaderboard,
enhancing data handling and improving type safety. It introduces clearer
differentiation between users and teams, adds additional fields to track
more relevant information, and refactors the querying logic to optimize
performance and maintainability.
 2025-04-24 16:14:38 +10:00
Ephraim Duncan 6540291055 feat: migrate webhook execution to background jobs (#1694) 2025-04-24 06:00:53 +00:00
Ephraim Duncan 34b2504268 chore: husky (#1706) 2025-04-15 21:29:03 +10:00
Ephraim Duncan 5958f38719 chore: set the default value on the top (#1734) 2025-04-08 23:35:32 +10:00
Ephraim Duncan 5e4956f3a2 fix: zero month addition (#1733) 
- Add zero month at the begining of each metric on the open page
 2025-04-01 11:12:41 +00:00
Ephraim Duncan b3db3be8e9 fix: signing field disabled when pointer is out of canvas (#1652) 2025-03-12 16:44:21 +11:00
Ephraim Duncan 8d6bf91d12 fix: persist theme cookie for a much longer time (#1693) 2025-03-12 16:09:37 +11:00
Ephraim Duncan fec078081b fix: correct signer deletion (#1596) 2025-03-12 16:05:45 +11:00
Ephraim Duncan ba5b7ce480 feat: hide signature ui when theres no signature field (#1676) 2025-03-06 19:47:02 +11:00
Ephraim Duncan fb16214dc5 chore: add asssitant role to the docs (#1638) 2025-02-17 23:28:00 +11:00
Ephraim Duncan 87dcdd44cd chore: update local seed data (#1622) 
Add multiple example documents, pending documents, and templates for
both admin and example users
 2025-02-13 19:50:05 +11:00
Ephraim Duncan 06076c1809 fix: unable to check on the checkbox field (#1593) 
This change prevents race conditions between state updates and API
operations by updating local state immediately before making async
calls.
 2025-02-13 19:42:08 +11:00
Ephraim Duncan c0ae68c28b feat: assistant role (#1588) 
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.
 2025-02-13 19:37:34 +11:00
Ephraim Duncan b03c5ab1a7 fix: admin leaderboard query sorting (#1548) 2025-02-13 18:32:38 +11:00
Ephraim Duncan 54ea96391a fix: correct redirect after document duplication (#1595) 2025-01-23 16:34:22 +11:00
Ephraim Duncan 42d24fd1a1 feat: copy, paste, duplicate template fields (#1594) 2025-01-23 14:28:26 +11:00
Ephraim Duncan 80dfbeb16f feat: add angular embedding docs (#1592) 2025-01-20 09:35:47 +11:00
Ephraim DuncanandLucas Smith f707e5fb10 fix: update template field schema (#1575) 
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
 2025-01-09 12:06:17 +11:00
Ephraim Duncan ee6efc4cca fix: avoid having a drawn and typed signature at the same time (#1516) 2024-12-27 20:29:12 +11:00
Ephraim Duncan a1a2d0801b feat: notify owner when a recipient signs (#1549) 2024-12-26 22:04:13 +11:00
Ephraim Duncan c960a48b4f fix: z-index of field settings (#1469) 2024-12-17 17:09:58 +11:00
Ephraim DuncanandLucas Smith 7d201f05d9 fix: admin leaderboard query (#1522) 
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
 2024-12-13 15:50:52 +11:00
Ephraim DuncanandMythie 4ad46b81c9 fix: prevent hidden layers from being toggled in pdf viewers (#1528) 
https://github.com/user-attachments/assets/e10194ca-212b-40ee-b9a1-85ef54829a40

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
 2024-12-13 14:19:55 +11:00
Ephraim Duncan 10b8e785e0 fix: clear invalid drawn signature when switching to typed signature (#1536) 2024-12-13 10:40:22 +11:00
Ephraim Duncan 9d02ab4a5e feat: open page api (#1419) 2024-12-10 21:19:05 +11:00
Ephraim Duncan 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
Ephraim Duncan bdd33bd335 feat: signing volume (#1358) 
adds a signing volume and leaderboard section to the admin panel
 2024-12-03 11:27:22 +11:00
Ephraim Duncan cd5adce7df fix: hardcode delete confirmation text to avoid translation mismatch (#1487) 2024-11-22 14:22:31 +07:00
Ephraim Duncan 9bdd5c31cc fix: sort recipients for template with signing order (#1468) 2024-11-18 15:54:51 +07:00
Ephraim Duncan bcc3b70335 fix: errors moving fields (#1429) 2024-11-12 15:49:31 +07:00
Ephraim Duncan 4a6238dc52 chore: show signing order when creating a document from template (#1410) 
### Templates without signing order
![CleanShot 2024-10-18 at 01 27
24@2x](https://github.com/user-attachments/assets/222181e4-25a8-409b-aa8b-8452ddd32f6b)


### Template with signing order
![CleanShot 2024-10-18 at 01 26
12@2x](https://github.com/user-attachments/assets/bcee6213-20b5-44d8-90ed-881825f49756)
 2024-10-23 10:20:27 +11:00
Ephraim Duncan 6fa5f63b69 fix: trigger webhook when a direct link signer signs a document (#1409) 2024-10-23 09:50:23 +11:00
Ephraim Duncan 1a73c68d07 fix: close direct link dialog when you click on save (#1412) 2024-10-21 15:33:21 +11:00
Ephraim Duncan e0c948c2ac feat: add custom font sizes to fields (#1376) 
Adds custom font sizes to fields

https://github.com/user-attachments/assets/1473a4d7-8dc6-4ead-acf5-dd78be7782a0
 2024-10-16 16:05:41 +11:00
Ephraim Duncan 2c1a18bafc fix: stacked avatar colors (#1361) 2024-10-09 12:25:56 +11:00
Ephraim Duncan cd3d9b701b fix: external id null for documents created from templates (#1362) 2024-10-08 21:45:16 +11:00
Ephraim Duncan 2e57da7549 chore: open page data update (#1380) 2024-10-04 13:14:54 +10:00
Ephraim Duncan f05b670d93 fix: carousel slide change handling and video reset (#1364) 2024-10-03 10:52:43 +10:00
Ephraim Duncan 318149fbf3 chore: field fonts (#1350) 
Before
![CleanShot 2024-09-16 at 12 25
44](https://github.com/user-attachments/assets/9ca7672d-b132-4c24-80b0-03fa13822e50)


After
![CleanShot 2024-09-16 at 12 24
07](https://github.com/user-attachments/assets/9e17b025-8064-4151-a9e2-817108b8da2a)


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

## Summary by CodeRabbit

- **New Features**
- Introduced a new font style for signature fields, enhancing visual
distinction.
	- Increased text size for signature fields to improve prominence.

- **Bug Fixes**
- Adjusted the text size for signature display on larger screens for
better visual hierarchy.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
 2024-10-02 17:45:16 +10:00
Ephraim Duncan e76f732990 fix: completed signing page layout (#1349) 2024-09-18 10:54:00 +10:00
Ephraim Duncan b7c3deb6cd chore: smaller text in signature pad (#1351) 2024-09-18 10:44:12 +10:00
Ephraim Duncan 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
Ephraim Duncan 9e714d607e feat: disable 2fa with backup codes (#1314) 
Allow disabling two-factor authentication (2FA) by using either their
authenticator app (TOTP) or a backup code.
 2024-08-29 11:00:57 +10:00
Ephraim Duncan 2c9136498c feat: update team email templates. (#1229) 
Updates the email templates to include team information when sent
from a team context.
 2024-08-20 15:41:19 +10:00
Ephraim Duncan 06c0a50401 feat: copy and paste fields (#1193) 
Adds keyboard shortcuts for copying and pasting fields, additionally adds the ability
to duplicate a field via the UI.
 2024-08-20 13:32:53 +10:00
Ephraim Duncan e0065a8731 fix: show signup option only to users without existing accounts (#1221) 
Changes the signup CTA to only display if the recipient doesn't already have an account.
 2024-08-08 10:47:00 +10:00
Ephraim Duncan 0f86eed6ac fix: add new environmental variables for render deployment (#1174) 
Updates the `render.yaml` configuration file by adding new environment
variables
 2024-07-30 16:14:31 +10:00
Ephraim Duncan a8febae87e chore: team stuff (#1228) 
- Added functionality to decline team invitations
- Added email notifications for when team is deleted
- Added email notifications for team members joining and leaving
 2024-07-25 14:27:19 +10:00
Ephraim DuncanandLucas Smith f647244e07 chore: update signup text (#1234) 
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
 2024-07-23 08:24:21 +00:00
Ephraim Duncan f8349bb927 chore: add new colors (#1224) 
Adds the colors from our design system revamp into our current CSS vars to be used
at a later point.
 2024-07-23 14:51:37 +10:00
Ephraim Duncan cb892bcbb2 feat: add user conversion count to admin panel (#1150) 
Displays the count of users who signed up after signing at least one
document in the admin panel
 2024-07-05 14:02:22 +10:00
Ephraim Duncan a757ab2303 feat: move template to team (#1217) 
Allows users to move templates from their personal account to a team
account.
 2024-07-05 13:20:27 +10:00
Ephraim Duncan 2c320e8b92 fix: use team avatar everywhere (#1220) 
Expands team avatar support across various components and pages of
the application.
 2024-07-05 13:05:22 +10:00
Ephraim Duncan 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
Ephraim Duncan 92c09c5850 feat: move document to team (#1210) 
Introduces a new dialog component allowing users to move documents
between teams with included audit logging.
 2024-07-02 12:47:24 +10:00