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fix/docker
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v1.11.0
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48
.cursorrules
Normal file
@ -0,0 +1,48 @@
|
||||
Code Style and Structure:
|
||||
- Write concise, technical TypeScript code with accurate examples
|
||||
- Use functional and declarative programming patterns; avoid classes
|
||||
- Prefer iteration and modularization over code duplication
|
||||
- Use descriptive variable names with auxiliary verbs (e.g., isLoading, hasError)
|
||||
- Structure files: exported component, subcomponents, helpers, static content, types
|
||||
|
||||
Naming Conventions:
|
||||
- Use lowercase with dashes for directories (e.g., components/auth-wizard)
|
||||
- Favor named exports for components
|
||||
|
||||
TypeScript Usage:
|
||||
- Use TypeScript for all code; prefer interfaces over types
|
||||
- Avoid enums; use maps instead
|
||||
- Use functional components with TypeScript interfaces
|
||||
|
||||
Syntax and Formatting:
|
||||
- Use the "function" keyword for pure functions
|
||||
- Avoid unnecessary curly braces in conditionals; use concise syntax for simple statements
|
||||
- Use declarative JSX
|
||||
|
||||
Error Handling and Validation:
|
||||
- Prioritize error handling: handle errors and edge cases early
|
||||
- Use early returns and guard clauses
|
||||
- Implement proper error logging and user-friendly messages
|
||||
- Use Zod for form validation
|
||||
- Model expected errors as return values in Server Actions
|
||||
- Use error boundaries for unexpected errors
|
||||
|
||||
UI and Styling:
|
||||
- Use Shadcn UI, Radix, and Tailwind Aria for components and styling
|
||||
- Implement responsive design with Tailwind CSS; use a mobile-first approach
|
||||
|
||||
Performance Optimization:
|
||||
- Minimize 'use client', 'useEffect', and 'setState'; favor React Server Components (RSC)
|
||||
- Wrap client components in Suspense with fallback
|
||||
- Use dynamic loading for non-critical components
|
||||
- Optimize images: use WebP format, include size data, implement lazy loading
|
||||
|
||||
Key Conventions:
|
||||
- Use 'nuqs' for URL search parameter state management
|
||||
- Optimize Web Vitals (LCP, CLS, FID)
|
||||
- Limit 'use client':
|
||||
- Favor server components and Next.js SSR
|
||||
- Use only for Web API access in small components
|
||||
- Avoid for data fetching or state management
|
||||
|
||||
Follow Next.js docs for Data Fetching, Rendering, and Routing
|
||||
@ -10,13 +10,7 @@
|
||||
"ghcr.io/devcontainers/features/node:1": {}
|
||||
},
|
||||
"onCreateCommand": "./.devcontainer/on-create.sh",
|
||||
"forwardPorts": [
|
||||
3000,
|
||||
54320,
|
||||
9000,
|
||||
2500,
|
||||
1100
|
||||
],
|
||||
"forwardPorts": [3000, 54320, 9000, 2500, 1100],
|
||||
"customizations": {
|
||||
"vscode": {
|
||||
"extensions": [
|
||||
@ -35,4 +29,4 @@
|
||||
]
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
20
.env.example
@ -1,5 +1,4 @@
|
||||
# [[AUTH]]
|
||||
NEXTAUTH_URL="http://localhost:3000"
|
||||
NEXTAUTH_SECRET="secret"
|
||||
|
||||
# [[CRYPTO]]
|
||||
@ -10,16 +9,21 @@ NEXT_PRIVATE_ENCRYPTION_KEY="CAFEBABE"
|
||||
NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
|
||||
|
||||
# [[AUTH OPTIONAL]]
|
||||
# Find documentation on setting up Google OAuth here:
|
||||
# https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#google-oauth-gmail
|
||||
NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
|
||||
NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=""
|
||||
|
||||
NEXT_PRIVATE_OIDC_WELL_KNOWN=""
|
||||
NEXT_PRIVATE_OIDC_CLIENT_ID=""
|
||||
NEXT_PRIVATE_OIDC_CLIENT_SECRET=""
|
||||
NEXT_PRIVATE_OIDC_PROVIDER_LABEL="OIDC"
|
||||
NEXT_PRIVATE_OIDC_SKIP_VERIFY=""
|
||||
|
||||
# [[URLS]]
|
||||
NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
|
||||
NEXT_PUBLIC_MARKETING_URL="http://localhost:3001"
|
||||
# URL used by the web app to request itself (e.g. local background jobs)
|
||||
NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
|
||||
|
||||
# [[DATABASE]]
|
||||
NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"
|
||||
@ -84,6 +88,8 @@ NEXT_PRIVATE_SMTP_UNSAFE_IGNORE_TLS=
|
||||
NEXT_PRIVATE_SMTP_FROM_NAME="Documenso"
|
||||
# REQUIRED: Defines the email address to use as the from address.
|
||||
NEXT_PRIVATE_SMTP_FROM_ADDRESS="noreply@documenso.com"
|
||||
# OPTIONAL: Defines the service for nodemailer
|
||||
NEXT_PRIVATE_SMTP_SERVICE=
|
||||
# OPTIONAL: The API key to use for Resend.com
|
||||
NEXT_PRIVATE_RESEND_API_KEY=
|
||||
# OPTIONAL: The API key to use for MailChannels.
|
||||
@ -102,13 +108,9 @@ NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=5
|
||||
# [[STRIPE]]
|
||||
NEXT_PRIVATE_STRIPE_API_KEY=
|
||||
NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
|
||||
NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID=
|
||||
NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID=
|
||||
|
||||
# [[BACKGROUND JOBS]]
|
||||
NEXT_PRIVATE_JOBS_PROVIDER="local"
|
||||
NEXT_PRIVATE_TRIGGER_API_KEY=
|
||||
NEXT_PRIVATE_TRIGGER_API_URL=
|
||||
NEXT_PRIVATE_INNGEST_EVENT_KEY=
|
||||
|
||||
# [[FEATURES]]
|
||||
@ -124,7 +126,5 @@ E2E_TEST_AUTHENTICATE_USERNAME="Test User"
|
||||
E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
|
||||
E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
|
||||
|
||||
# This is only required for the marketing site
|
||||
# [[REDIS]]
|
||||
NEXT_PRIVATE_REDIS_URL=
|
||||
NEXT_PRIVATE_REDIS_TOKEN=
|
||||
# [[LOGGER]]
|
||||
NEXT_PRIVATE_LOGGER_HONEY_BADGER_API_KEY=
|
||||
|
||||
@ -5,10 +5,12 @@ module.exports = {
|
||||
rules: {
|
||||
'@next/next/no-img-element': 'off',
|
||||
'no-unreachable': 'error',
|
||||
'react-hooks/exhaustive-deps': 'off',
|
||||
},
|
||||
settings: {
|
||||
next: {
|
||||
rootDir: ['apps/*/'],
|
||||
},
|
||||
},
|
||||
ignorePatterns: ['lingui.config.ts', 'packages/lib/translations/**/*.js'],
|
||||
};
|
||||
|
||||
24
.github/actions/cache-build/action.yml
vendored
@ -1,24 +0,0 @@
|
||||
name: Cache production build binaries
|
||||
description: 'Cache or restore if necessary'
|
||||
inputs:
|
||||
node_version:
|
||||
required: false
|
||||
default: v18.x
|
||||
runs:
|
||||
using: 'composite'
|
||||
steps:
|
||||
- name: Cache production build
|
||||
uses: actions/cache@v3
|
||||
id: production-build-cache
|
||||
with:
|
||||
path: |
|
||||
${{ github.workspace }}/apps/web/.next
|
||||
${{ github.workspace }}/apps/marketing/.next
|
||||
**/.turbo/**
|
||||
**/dist/**
|
||||
|
||||
key: prod-build-${{ github.run_id }}
|
||||
restore-keys: prod-build-
|
||||
|
||||
- run: npm run build
|
||||
shell: bash
|
||||
2
.github/actions/node-install/action.yml
vendored
@ -2,7 +2,7 @@ name: 'Setup node and cache node_modules'
|
||||
inputs:
|
||||
node_version:
|
||||
required: false
|
||||
default: v18.x
|
||||
default: v22.x
|
||||
|
||||
runs:
|
||||
using: 'composite'
|
||||
|
||||
10
.github/dependabot.yml
vendored
@ -11,16 +11,6 @@ updates:
|
||||
- 'ci'
|
||||
open-pull-requests-limit: 0
|
||||
|
||||
- package-ecosystem: 'npm'
|
||||
directory: '/apps/marketing'
|
||||
schedule:
|
||||
interval: 'weekly'
|
||||
target-branch: 'main'
|
||||
labels:
|
||||
- 'npm dependencies'
|
||||
- 'frontend'
|
||||
open-pull-requests-limit: 0
|
||||
|
||||
- package-ecosystem: 'npm'
|
||||
directory: '/apps/web'
|
||||
schedule:
|
||||
|
||||
3
.github/labeler.yml
vendored
@ -1,6 +1,3 @@
|
||||
'apps: marketing':
|
||||
- apps/marketing/**
|
||||
|
||||
'apps: web':
|
||||
- apps/web/**
|
||||
|
||||
|
||||
3
.github/workflows/ci.yml
vendored
@ -26,7 +26,8 @@ jobs:
|
||||
- name: Copy env
|
||||
run: cp .env.example .env
|
||||
|
||||
- uses: ./.github/actions/cache-build
|
||||
- name: Build app
|
||||
run: npm run build
|
||||
|
||||
build_docker:
|
||||
name: Build Docker Image
|
||||
|
||||
29
.github/workflows/clean-cache.yml
vendored
@ -1,29 +0,0 @@
|
||||
name: cleanup caches by a branch
|
||||
on:
|
||||
pull_request:
|
||||
types:
|
||||
- closed
|
||||
|
||||
jobs:
|
||||
cleanup:
|
||||
runs-on: ubuntu-latest
|
||||
steps:
|
||||
- name: Cleanup
|
||||
run: |
|
||||
gh extension install actions/gh-actions-cache
|
||||
|
||||
echo "Fetching list of cache key"
|
||||
cacheKeysForPR=$(gh actions-cache list -R $REPO -B $BRANCH -L 100 | cut -f 1 )
|
||||
|
||||
## Setting this to not fail the workflow while deleting cache keys.
|
||||
set +e
|
||||
echo "Deleting caches..."
|
||||
for cacheKey in $cacheKeysForPR
|
||||
do
|
||||
gh actions-cache delete $cacheKey -R $REPO -B $BRANCH --confirm
|
||||
done
|
||||
echo "Done"
|
||||
env:
|
||||
GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
|
||||
REPO: ${{ github.repository }}
|
||||
BRANCH: refs/pull/${{ github.event.pull_request.number }}/merge
|
||||
3
.github/workflows/codeql-analysis.yml
vendored
@ -30,7 +30,8 @@ jobs:
|
||||
|
||||
- uses: ./.github/actions/node-install
|
||||
|
||||
- uses: ./.github/actions/cache-build
|
||||
- name: Build app
|
||||
run: npm run build
|
||||
|
||||
- name: Initialize CodeQL
|
||||
uses: github/codeql-action/init@v3
|
||||
|
||||
13
.github/workflows/e2e-tests.yml
vendored
@ -1,14 +1,14 @@
|
||||
name: Playwright Tests
|
||||
on:
|
||||
push:
|
||||
branches: ['main']
|
||||
branches: ['main', 'feat/rr7']
|
||||
pull_request:
|
||||
branches: ['main']
|
||||
jobs:
|
||||
e2e_tests:
|
||||
name: 'E2E Tests'
|
||||
timeout-minutes: 60
|
||||
runs-on: ubuntu-latest
|
||||
runs-on: warp-ubuntu-2204-x64-16x
|
||||
steps:
|
||||
- uses: actions/checkout@v4
|
||||
|
||||
@ -28,10 +28,17 @@ jobs:
|
||||
- name: Seed the database
|
||||
run: npm run prisma:seed
|
||||
|
||||
- uses: ./.github/actions/cache-build
|
||||
- name: Build app
|
||||
run: npm run build
|
||||
|
||||
- name: Install playwright browsers
|
||||
run: npx playwright install --with-deps
|
||||
|
||||
- name: Run Playwright tests
|
||||
run: npm run ci
|
||||
env:
|
||||
# Needed since we use next start which will set the NODE_ENV to production
|
||||
NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH: './example/cert.p12'
|
||||
|
||||
- uses: actions/upload-artifact@v4
|
||||
if: always()
|
||||
|
||||
54
.github/workflows/publish.yml
vendored
@ -89,22 +89,35 @@ jobs:
|
||||
APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
|
||||
GIT_SHA="$(git rev-parse HEAD)"
|
||||
|
||||
docker manifest create \
|
||||
documenso/documenso:latest \
|
||||
--amend documenso/documenso-amd64:latest \
|
||||
--amend documenso/documenso-arm64:latest \
|
||||
# Check if the version is stable (no rc or beta in the version)
|
||||
if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
|
||||
docker manifest create \
|
||||
documenso/documenso:latest \
|
||||
--amend documenso/documenso-amd64:latest \
|
||||
--amend documenso/documenso-arm64:latest
|
||||
|
||||
docker manifest push documenso/documenso:latest
|
||||
fi
|
||||
|
||||
if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+-rc\.[0-9]+$ ]]; then
|
||||
docker manifest create \
|
||||
documenso/documenso:rc \
|
||||
--amend documenso/documenso-amd64:rc \
|
||||
--amend documenso/documenso-arm64:rc
|
||||
|
||||
docker manifest push documenso/documenso:rc
|
||||
fi
|
||||
|
||||
docker manifest create \
|
||||
documenso/documenso:$GIT_SHA \
|
||||
--amend documenso/documenso-amd64:$GIT_SHA \
|
||||
--amend documenso/documenso-arm64:$GIT_SHA \
|
||||
--amend documenso/documenso-arm64:$GIT_SHA
|
||||
|
||||
docker manifest create \
|
||||
documenso/documenso:$APP_VERSION \
|
||||
--amend documenso/documenso-amd64:$APP_VERSION \
|
||||
--amend documenso/documenso-arm64:$APP_VERSION \
|
||||
--amend documenso/documenso-arm64:$APP_VERSION
|
||||
|
||||
docker manifest push documenso/documenso:latest
|
||||
docker manifest push documenso/documenso:$GIT_SHA
|
||||
docker manifest push documenso/documenso:$APP_VERSION
|
||||
|
||||
@ -113,21 +126,34 @@ jobs:
|
||||
APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
|
||||
GIT_SHA="$(git rev-parse HEAD)"
|
||||
|
||||
docker manifest create \
|
||||
ghcr.io/documenso/documenso:latest \
|
||||
--amend ghcr.io/documenso/documenso-amd64:latest \
|
||||
--amend ghcr.io/documenso/documenso-arm64:latest \
|
||||
# Check if the version is stable (no rc or beta in the version)
|
||||
if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
|
||||
docker manifest create \
|
||||
ghcr.io/documenso/documenso:latest \
|
||||
--amend ghcr.io/documenso/documenso-amd64:latest \
|
||||
--amend ghcr.io/documenso/documenso-arm64:latest
|
||||
|
||||
docker manifest push ghcr.io/documenso/documenso:latest
|
||||
fi
|
||||
|
||||
if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+-rc\.[0-9]+$ ]]; then
|
||||
docker manifest create \
|
||||
ghcr.io/documenso/documenso:rc \
|
||||
--amend ghcr.io/documenso/documenso-amd64:rc \
|
||||
--amend ghcr.io/documenso/documenso-arm64:rc
|
||||
|
||||
docker manifest push ghcr.io/documenso/documenso:rc
|
||||
fi
|
||||
|
||||
docker manifest create \
|
||||
ghcr.io/documenso/documenso:$GIT_SHA \
|
||||
--amend ghcr.io/documenso/documenso-amd64:$GIT_SHA \
|
||||
--amend ghcr.io/documenso/documenso-arm64:$GIT_SHA \
|
||||
--amend ghcr.io/documenso/documenso-arm64:$GIT_SHA
|
||||
|
||||
docker manifest create \
|
||||
ghcr.io/documenso/documenso:$APP_VERSION \
|
||||
--amend ghcr.io/documenso/documenso-amd64:$APP_VERSION \
|
||||
--amend ghcr.io/documenso/documenso-arm64:$APP_VERSION \
|
||||
--amend ghcr.io/documenso/documenso-arm64:$APP_VERSION
|
||||
|
||||
docker manifest push ghcr.io/documenso/documenso:latest
|
||||
docker manifest push ghcr.io/documenso/documenso:$GIT_SHA
|
||||
docker manifest push ghcr.io/documenso/documenso:$APP_VERSION
|
||||
|
||||
51
.github/workflows/translations-force-pull.yml
vendored
Normal file
@ -0,0 +1,51 @@
|
||||
# This is similar to the "Pull Translations" workflow, but without the conditional check to allow us to
|
||||
# forcefully pull down translations from Crowdin and create a PR regardless if all the translations are fulfilled.
|
||||
#
|
||||
# Intended to be used when we manually update translations in Crowdin UI and want to pull those down when
|
||||
# they already exist.
|
||||
|
||||
name: 'Force pull translations'
|
||||
|
||||
on:
|
||||
workflow_dispatch:
|
||||
workflow_call:
|
||||
|
||||
concurrency:
|
||||
group: ${{ github.workflow }}-${{ github.head_ref || github.run_id }}
|
||||
cancel-in-progress: true
|
||||
|
||||
jobs:
|
||||
pull_translations:
|
||||
name: Force pull translations
|
||||
runs-on: ubuntu-latest
|
||||
environment: Translations
|
||||
permissions:
|
||||
contents: write
|
||||
pull-requests: write
|
||||
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
|
||||
- uses: ./.github/actions/node-install
|
||||
|
||||
- name: Pull translations from Crowdin
|
||||
uses: crowdin/github-action@v2
|
||||
with:
|
||||
upload_sources: false
|
||||
upload_translations: false
|
||||
download_translations: true
|
||||
export_only_approved: false
|
||||
localization_branch_name: chore/translations
|
||||
commit_message: 'chore: add translations'
|
||||
pull_request_title: 'chore: add translations'
|
||||
|
||||
env:
|
||||
# A classic GitHub Personal Access Token with the 'repo' scope selected (the user should have write access to the repository).
|
||||
GITHUB_TOKEN: ${{ secrets.GH_PAT }}
|
||||
|
||||
# A numeric ID, found at https://crowdin.com/project/<projectName>/tools/api
|
||||
CROWDIN_PROJECT_ID: ${{ secrets.CROWDIN_PROJECT_ID }}
|
||||
|
||||
# Visit https://crowdin.com/settings#api-key to create this token
|
||||
CROWDIN_PERSONAL_TOKEN: ${{ secrets.CROWDIN_PERSONAL_TOKEN }}
|
||||
8
.github/workflows/translations-pull.yml
vendored
@ -3,11 +3,10 @@
|
||||
name: 'Pull translations'
|
||||
|
||||
on:
|
||||
schedule:
|
||||
- cron: '0 */2 * * *' # Every two hours.
|
||||
workflow_dispatch:
|
||||
workflow_call:
|
||||
# Cron disabled until i18n PR is landed.
|
||||
# schedule:
|
||||
# - cron: '0 */2 * * *' # Every two hours.
|
||||
|
||||
concurrency:
|
||||
group: ${{ github.workflow }}-${{ github.head_ref || github.run_id }}
|
||||
@ -17,6 +16,7 @@ jobs:
|
||||
pull_translations:
|
||||
name: Pull translations
|
||||
runs-on: ubuntu-latest
|
||||
environment: Translations
|
||||
permissions:
|
||||
contents: write
|
||||
pull-requests: write
|
||||
@ -46,7 +46,7 @@ jobs:
|
||||
|
||||
env:
|
||||
# A classic GitHub Personal Access Token with the 'repo' scope selected (the user should have write access to the repository).
|
||||
GITHUB_TOKEN: ${{ secrets.GITHUB_CROWDIN_TOKEN }}
|
||||
GITHUB_TOKEN: ${{ secrets.GH_PAT }}
|
||||
|
||||
# A numeric ID, found at https://crowdin.com/project/<projectName>/tools/api
|
||||
CROWDIN_PROJECT_ID: ${{ secrets.CROWDIN_PROJECT_ID }}
|
||||
|
||||
14
.github/workflows/translations-upload.yml
vendored
@ -3,9 +3,8 @@ name: 'Extract and upload translations'
|
||||
on:
|
||||
workflow_dispatch:
|
||||
workflow_call:
|
||||
# Disabled until i18n PR is landed.
|
||||
# push:
|
||||
# branches: ['main']
|
||||
push:
|
||||
branches: ['main']
|
||||
|
||||
concurrency:
|
||||
group: ${{ github.workflow }}-${{ github.head_ref || github.run_id }}
|
||||
@ -15,20 +14,19 @@ jobs:
|
||||
extract_translations:
|
||||
name: Extract and upload translations
|
||||
runs-on: ubuntu-latest
|
||||
environment: Translations
|
||||
permissions:
|
||||
contents: write
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
with:
|
||||
ref: ${{ github.event.pull_request.head.ref }}
|
||||
token: ${{ secrets.GH_PAT }}
|
||||
|
||||
- uses: ./.github/actions/node-install
|
||||
|
||||
- name: Extract and compile translations
|
||||
run: |
|
||||
npm run translate:extract
|
||||
npm run translate:compile
|
||||
- name: Extract translations
|
||||
run: npm run translate:extract
|
||||
|
||||
- name: Check and commit any files created
|
||||
run: |
|
||||
|
||||
2
.gitignore
vendored
@ -1,5 +1,7 @@
|
||||
# See https://help.github.com/articles/ignoring-files/ for more about ignoring files.
|
||||
|
||||
packages/prisma/generated/types.ts
|
||||
|
||||
# dependencies
|
||||
node_modules
|
||||
.pnp
|
||||
|
||||
@ -4,9 +4,7 @@ tasks:
|
||||
npm run dx:up &&
|
||||
cp .env.example .env &&
|
||||
set -a; source .env &&
|
||||
export NEXTAUTH_URL="$(gp url 3000)" &&
|
||||
export NEXT_PUBLIC_WEBAPP_URL="$(gp url 3000)" &&
|
||||
export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
|
||||
command: npm run d
|
||||
|
||||
ports:
|
||||
|
||||
@ -1,4 +1 @@
|
||||
#!/usr/bin/env sh
|
||||
. "$(dirname -- "$0")/_/husky.sh"
|
||||
|
||||
npm run commitlint -- $1
|
||||
|
||||
@ -1,16 +1,9 @@
|
||||
#!/usr/bin/env sh
|
||||
. "$(dirname -- "$0")/_/husky.sh"
|
||||
|
||||
SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
|
||||
MONOREPO_ROOT="$(readlink -f "$SCRIPT_DIR/../")"
|
||||
|
||||
echo "Copying pdf.js"
|
||||
npm run copy:pdfjs --workspace apps/**
|
||||
|
||||
echo "Copying .well-known/ contents"
|
||||
node "$MONOREPO_ROOT/scripts/copy-wellknown.cjs"
|
||||
|
||||
git add "$MONOREPO_ROOT/apps/web/public/"
|
||||
git add "$MONOREPO_ROOT/apps/marketing/public/"
|
||||
git add "$MONOREPO_ROOT/apps/remix/public/"
|
||||
|
||||
npx lint-staged
|
||||
|
||||
@ -4,6 +4,7 @@ public
|
||||
**/**/node_modules
|
||||
**/**/.next
|
||||
**/**/public
|
||||
packages/lib/translations/**/*.js
|
||||
|
||||
*.lock
|
||||
*.log
|
||||
|
||||
12
.vscode/settings.json
vendored
@ -5,12 +5,7 @@
|
||||
"editor.codeActionsOnSave": {
|
||||
"source.fixAll": "explicit"
|
||||
},
|
||||
"eslint.validate": [
|
||||
"typescript",
|
||||
"typescriptreact",
|
||||
"javascript",
|
||||
"javascriptreact"
|
||||
],
|
||||
"eslint.validate": ["typescript", "typescriptreact", "javascript", "javascriptreact"],
|
||||
"javascript.preferences.importModuleSpecifier": "non-relative",
|
||||
"javascript.preferences.useAliasesForRenames": false,
|
||||
"typescript.enablePromptUseWorkspaceTsdk": true,
|
||||
@ -20,4 +15,7 @@
|
||||
"[prisma]": {
|
||||
"editor.defaultFormatter": "Prisma.prisma"
|
||||
},
|
||||
}
|
||||
"[typescriptreact]": {
|
||||
"editor.defaultFormatter": "esbenp.prettier-vscode"
|
||||
}
|
||||
}
|
||||
|
||||
22
README.md
@ -69,9 +69,9 @@ Contact us if you are interested in our Enterprise plan for large organizations
|
||||
<a href="https://cal.com/timurercan/enterprise-customers?utm_source=banner&utm_campaign=oss"><img alt="Book us with Cal.com" src="https://cal.com/book-with-cal-dark.svg" /></a>
|
||||
|
||||
## Tech Stack
|
||||
|
||||
<p align="left">
|
||||
<a href="https://www.typescriptlang.org"><img src="https://shields.io/badge/TypeScript-3178C6?logo=TypeScript&logoColor=FFF&style=flat-square" alt="TypeScript"></a>
|
||||
<a href="https://nextjs.org/"><img src="https://img.shields.io/badge/next.js-000000?style=flat-square&logo=nextdotjs&logoColor=white" alt="NextJS"></a>
|
||||
<a href="https://prisma.io"><img width="122" height="20" src="http://made-with.prisma.io/indigo.svg" alt="Made with Prisma" /></a>
|
||||
<a href="https://tailwindcss.com/"><img src="https://img.shields.io/badge/tailwindcss-0F172A?&logo=tailwindcss" alt="Tailwind CSS"></a>
|
||||
<a href=""><img src="" alt=""></a>
|
||||
@ -81,20 +81,17 @@ Contact us if you are interested in our Enterprise plan for large organizations
|
||||
<a href=""><img src="" alt=""></a>
|
||||
</p>
|
||||
|
||||
|
||||
- [Typescript](https://www.typescriptlang.org/) - Language
|
||||
- [Next.js](https://nextjs.org/) - Framework
|
||||
- [Prisma](https://www.prisma.io/) - ORM
|
||||
- [ReactRouter](https://reactrouter.com/) - Framework
|
||||
- [Prisma](https://www.prisma.io/) - ORM
|
||||
- [Tailwind](https://tailwindcss.com/) - CSS
|
||||
- [shadcn/ui](https://ui.shadcn.com/) - Component Library
|
||||
- [NextAuth.js](https://next-auth.js.org/) - Authentication
|
||||
- [react-email](https://react.email/) - Email Templates
|
||||
- [tRPC](https://trpc.io/) - API
|
||||
- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures (launching soon)
|
||||
- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
|
||||
- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
|
||||
- [Stripe](https://stripe.com/) - Payments
|
||||
- [Vercel](https://vercel.com) - Hosting
|
||||
|
||||
<!-- - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned. -->
|
||||
|
||||
@ -104,7 +101,7 @@ Contact us if you are interested in our Enterprise plan for large organizations
|
||||
|
||||
To run Documenso locally, you will need
|
||||
|
||||
- Node.js (v18 or above)
|
||||
- Node.js (v22 or above)
|
||||
- Postgres SQL Database
|
||||
- Docker (optional)
|
||||
|
||||
@ -167,10 +164,8 @@ git clone https://github.com/<your-username>/documenso
|
||||
|
||||
4. Set the following environment variables:
|
||||
|
||||
- NEXTAUTH_URL
|
||||
- NEXTAUTH_SECRET
|
||||
- NEXT_PUBLIC_WEBAPP_URL
|
||||
- NEXT_PUBLIC_MARKETING_URL
|
||||
- NEXT_PRIVATE_DATABASE_URL
|
||||
- NEXT_PRIVATE_DIRECT_DATABASE_URL
|
||||
- NEXT_PRIVATE_SMTP_FROM_NAME
|
||||
@ -239,16 +234,14 @@ cp .env.example .env
|
||||
|
||||
The following environment variables must be set:
|
||||
|
||||
- `NEXTAUTH_URL`
|
||||
- `NEXTAUTH_SECRET`
|
||||
- `NEXT_PUBLIC_WEBAPP_URL`
|
||||
- `NEXT_PUBLIC_MARKETING_URL`
|
||||
- `NEXT_PRIVATE_DATABASE_URL`
|
||||
- `NEXT_PRIVATE_DIRECT_DATABASE_URL`
|
||||
- `NEXT_PRIVATE_SMTP_FROM_NAME`
|
||||
- `NEXT_PRIVATE_SMTP_FROM_ADDRESS`
|
||||
|
||||
> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for both `NEXTAUTH_URL` and `NEXT_PUBLIC_WEBAPP_URL` variables!
|
||||
> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for the `NEXT_PUBLIC_WEBAPP_URL` variable!
|
||||
|
||||
Now you can install the dependencies and build it:
|
||||
|
||||
@ -261,6 +254,7 @@ npm run prisma:migrate-deploy
|
||||
Finally, you can start it with:
|
||||
|
||||
```
|
||||
cd apps/web
|
||||
npm run start
|
||||
```
|
||||
|
||||
@ -302,6 +296,10 @@ WantedBy=multi-user.target
|
||||
|
||||
[](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
|
||||
|
||||
## Elestio
|
||||
|
||||
[](https://elest.io/open-source/documenso)
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### I'm not receiving any emails when using the developer quickstart.
|
||||
|
||||
@ -1,36 +1 @@
|
||||
This is a [Next.js](https://nextjs.org/) project bootstrapped with [`create-next-app`](https://github.com/vercel/next.js/tree/canary/packages/create-next-app).
|
||||
|
||||
## Getting Started
|
||||
|
||||
First, run the development server:
|
||||
|
||||
```bash
|
||||
npm run dev
|
||||
# or
|
||||
yarn dev
|
||||
# or
|
||||
pnpm dev
|
||||
# or
|
||||
bun dev
|
||||
```
|
||||
|
||||
Open [http://localhost:3002](http://localhost:3002) with your browser to see the result.
|
||||
|
||||
You can start editing the page by modifying `app/page.tsx`. The page auto-updates as you edit the file.
|
||||
|
||||
This project uses [`next/font`](https://nextjs.org/docs/basic-features/font-optimization) to automatically optimize and load Inter, a custom Google Font.
|
||||
|
||||
## Learn More
|
||||
|
||||
To learn more about Next.js, take a look at the following resources:
|
||||
|
||||
- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js features and API.
|
||||
- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.
|
||||
|
||||
You can check out [the Next.js GitHub repository](https://github.com/vercel/next.js/) - your feedback and contributions are welcome!
|
||||
|
||||
## Deploy on Vercel
|
||||
|
||||
The easiest way to deploy your Next.js app is to use the [Vercel Platform](https://vercel.com/new?utm_medium=default-template&filter=next.js&utm_source=create-next-app&utm_campaign=create-next-app-readme) from the creators of Next.js.
|
||||
|
||||
Check out our [Next.js deployment documentation](https://nextjs.org/docs/deployment) for more details.
|
||||
# @documenso/documentation
|
||||
|
||||
35
apps/documentation/components/call-to-action.tsx
Normal file
@ -0,0 +1,35 @@
|
||||
import Link from 'next/link';
|
||||
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Card, CardContent } from '@documenso/ui/primitives/card';
|
||||
|
||||
type CallToActionProps = {
|
||||
className?: string;
|
||||
utmSource?: string;
|
||||
};
|
||||
|
||||
export const CallToAction = ({ className, utmSource = 'generic-cta' }: CallToActionProps) => {
|
||||
return (
|
||||
<Card spotlight className={className}>
|
||||
<CardContent className="flex flex-col items-center justify-center p-12">
|
||||
<h2 className="text-center text-2xl font-bold">Looking for the managed solution?</h2>
|
||||
|
||||
<p className="text-muted-foreground mt-4 max-w-[55ch] text-center leading-normal">
|
||||
You can get started with Documenso in minutes. We handle the infrastructure, so you can
|
||||
focus on signing documents.
|
||||
</p>
|
||||
|
||||
<Button
|
||||
className="focus-visible:ring-ring ring-offset-background bg-primary text-primary-foreground hover:bg-primary/90text-sm mt-8 inline-flex items-center justify-center rounded-full border font-medium no-underline transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2 disabled:pointer-events-none disabled:opacity-50"
|
||||
variant="default"
|
||||
size="lg"
|
||||
asChild
|
||||
>
|
||||
<Link href={`https://app.documenso.com/signup?utm_source=${utmSource}`} target="_blank">
|
||||
Get started
|
||||
</Link>
|
||||
</Button>
|
||||
</CardContent>
|
||||
</Card>
|
||||
);
|
||||
};
|
||||
@ -7,8 +7,7 @@
|
||||
"build": "next build",
|
||||
"start": "next start -p 3002",
|
||||
"lint:fix": "next lint --fix",
|
||||
"clean": "rimraf .next && rimraf node_modules",
|
||||
"copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
|
||||
"clean": "rimraf .next && rimraf node_modules"
|
||||
},
|
||||
"dependencies": {
|
||||
"@documenso/assets": "*",
|
||||
@ -16,7 +15,7 @@
|
||||
"@documenso/tailwind-config": "*",
|
||||
"@documenso/trpc": "*",
|
||||
"@documenso/ui": "*",
|
||||
"next": "14.0.3",
|
||||
"next": "14.2.6",
|
||||
"next-plausible": "^3.12.0",
|
||||
"nextra": "^2.13.4",
|
||||
"nextra-theme-docs": "^2.13.4",
|
||||
@ -27,9 +26,6 @@
|
||||
"@types/node": "^20",
|
||||
"@types/react": "^18",
|
||||
"@types/react-dom": "^18",
|
||||
"autoprefixer": "^10.0.1",
|
||||
"postcss": "^8",
|
||||
"tailwindcss": "^3.3.0",
|
||||
"typescript": "^5"
|
||||
"typescript": "5.6.2"
|
||||
}
|
||||
}
|
||||
}
|
||||
@ -4,7 +4,7 @@ import '../styles.css';
|
||||
export default function App({ Component, pageProps }) {
|
||||
return (
|
||||
<PlausibleProvider>
|
||||
<Component {...pageProps} />;
|
||||
<Component {...pageProps} />
|
||||
</PlausibleProvider>
|
||||
);
|
||||
}
|
||||
|
||||
@ -12,5 +12,6 @@
|
||||
"title": "API & Integration Guides"
|
||||
},
|
||||
"public-api": "Public API",
|
||||
"embedding": "Embedding",
|
||||
"webhooks": "Webhooks"
|
||||
}
|
||||
|
||||
@ -0,0 +1,4 @@
|
||||
{
|
||||
"index": "Getting Started",
|
||||
"contributing-translations": "Contributing Translations"
|
||||
}
|
||||
@ -0,0 +1,64 @@
|
||||
---
|
||||
title: Contributing Translations
|
||||
description: Learn how to contribute translations to Documenso and become part of our community.
|
||||
---
|
||||
|
||||
import { Callout, Steps } from 'nextra/components';
|
||||
|
||||
# Contributing Translations
|
||||
|
||||
We are always open for help with translations! Currently we utilise AI to generate the initial translations for new languages, which are then improved over time by our awesome community.
|
||||
|
||||
If you are looking for development notes on translations, you can find them [here](/developers/local-development/translations).
|
||||
|
||||
<Callout type="info">
|
||||
Contributions are made through GitHub Pull Requests, so you will need a GitHub account to
|
||||
contribute.
|
||||
</Callout>
|
||||
|
||||
## Overview
|
||||
|
||||
We store our translations in PO files, which are located in our GitHub repository [here](https://github.com/documenso/documenso/tree/main/packages/lib/translations).
|
||||
|
||||
The translation files are organized into folders represented by their respective language codes (`en` for English, `de` for German, etc).
|
||||
|
||||
Each PO file contains translations which look like this:
|
||||
|
||||
```po
|
||||
#: apps/web/src/app/(signing)/sign/[token]/no-longer-available.tsx:61
|
||||
msgid "Want to send slick signing links like this one? <0>Check out Documenso.</0>"
|
||||
msgstr "Möchten Sie auffällige Signatur-Links wie diesen senden? <0>Überprüfen Sie Documenso.</0>"
|
||||
```
|
||||
|
||||
- `msgid`: The original text in English (never edit this manually)
|
||||
- `msgstr`: The translated text in the target language
|
||||
|
||||
<Callout type="warning">
|
||||
Notice the `<0>` tags? These represent HTML elements and must remain in both the `msgid` and `msgstr`. Make sure to translate the content between these tags while keeping the tags intact.
|
||||
</Callout>
|
||||
|
||||
## How to Contribute
|
||||
|
||||
### Updating Existing Translations
|
||||
|
||||
1. Fork the repository.
|
||||
2. Navigate to the appropriate language folder and open the PO file you want to update.
|
||||
3. Make your changes, ensuring you follow the PO file format.
|
||||
4. Commit your changes with a message such as `chore: update German translations`
|
||||
5. Create a Pull Request.
|
||||
|
||||
### Adding a New Language
|
||||
|
||||
If you want to add translations for a language that doesn't exist yet:
|
||||
|
||||
1. Create an issue in our GitHub repository requesting the addition of the new language.
|
||||
2. Wait for our team to review and approve the request.
|
||||
3. Once approved, we will set up the necessary files and kickstart the translations with AI to provide initial coverage.
|
||||
|
||||
## Need Help?
|
||||
|
||||
<Callout type="info">
|
||||
If you have any questions, hop into our [Discord](https://documen.so/discord) and ask us directly!
|
||||
</Callout>
|
||||
|
||||
Thank you for helping make Documenso more accessible to users around the world!
|
||||
@ -1,5 +1,5 @@
|
||||
---
|
||||
title: Contributing Guide
|
||||
title: Getting started
|
||||
description: Learn how to contribute to Documenso and become part of our community.
|
||||
---
|
||||
|
||||
11
apps/documentation/pages/developers/embedding/_meta.json
Normal file
@ -0,0 +1,11 @@
|
||||
{
|
||||
"index": "Get Started",
|
||||
"react": "React Integration",
|
||||
"vue": "Vue Integration",
|
||||
"svelte": "Svelte Integration",
|
||||
"solid": "Solid Integration",
|
||||
"preact": "Preact Integration",
|
||||
"angular": "Angular Integration",
|
||||
"css-variables": "CSS Variables",
|
||||
"authoring": "Authoring"
|
||||
}
|
||||
90
apps/documentation/pages/developers/embedding/angular.mdx
Normal file
@ -0,0 +1,90 @@
|
||||
---
|
||||
title: Angular Integration
|
||||
description: Learn how to use our embedding SDK within your Angular application.
|
||||
---
|
||||
|
||||
# Angular Integration
|
||||
|
||||
Our Angular SDK provides a simple way to embed a signing experience within your Angular application. It supports both direct link templates and signing tokens.
|
||||
|
||||
## Installation
|
||||
|
||||
To install the SDK, run the following command:
|
||||
|
||||
```bash
|
||||
npm install @documenso/embed-angular
|
||||
```
|
||||
|
||||
## Usage
|
||||
|
||||
To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
|
||||
|
||||
### Direct Link Template
|
||||
|
||||
If you have a direct link template, you can simply provide the token for the template to the `EmbedDirectTemplate` component.
|
||||
|
||||
```typescript
|
||||
import { Component } from '@angular/core';
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-angular';
|
||||
|
||||
@Component({
|
||||
selector: 'app-embedding',
|
||||
template: `
|
||||
<embed-direct-template [token]="token" />
|
||||
`,
|
||||
standalone: true,
|
||||
imports: [EmbedDirectTemplate],
|
||||
})
|
||||
export class EmbeddingComponent {
|
||||
token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
}
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| email | string (optional) | The email the signer that will be used by default for signing |
|
||||
| lockEmail | boolean (optional) | Whether or not the email field should be locked disallowing modifications |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
| onFieldSigned | function (optional) | A callback function that will be called when a field is signed |
|
||||
| onFieldUnsigned | function (optional) | A callback function that will be called when a field is unsigned |
|
||||
|
||||
### Signing Token
|
||||
|
||||
If you have a signing token, you can provide it to the `EmbedSignDocument` component.
|
||||
|
||||
```typescript
|
||||
import { Component } from '@angular/core';
|
||||
import { EmbedSignDocument } from '@documenso/embed-angular';
|
||||
|
||||
@Component({
|
||||
selector: 'app-embedding',
|
||||
template: `
|
||||
<embed-sign-document [token]="token" />
|
||||
`,
|
||||
standalone: true,
|
||||
imports: [EmbedSignDocument],
|
||||
})
|
||||
export class EmbeddingComponent {
|
||||
token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
}
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
167
apps/documentation/pages/developers/embedding/authoring.mdx
Normal file
@ -0,0 +1,167 @@
|
||||
---
|
||||
title: Authoring
|
||||
description: Learn how to use embedded authoring to create documents and templates in your application
|
||||
---
|
||||
|
||||
# Embedded Authoring
|
||||
|
||||
In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation directly within your application.
|
||||
|
||||
## How Embedded Authoring Works
|
||||
|
||||
The embedded authoring feature enables your users to create new documents without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
|
||||
|
||||
## Creating Documents with Embedded Authoring
|
||||
|
||||
To implement document creation in your application, use the `EmbedCreateDocument` component from our SDK:
|
||||
|
||||
```jsx
|
||||
import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
|
||||
|
||||
const DocumentCreator = () => {
|
||||
// You'll need to obtain a presign token using your API key
|
||||
const presignToken = 'YOUR_PRESIGN_TOKEN';
|
||||
|
||||
return (
|
||||
<div style={{ height: '800px', width: '100%' }}>
|
||||
<EmbedCreateDocument
|
||||
presignToken={presignToken}
|
||||
externalId="order-12345"
|
||||
onDocumentCreated={(data) => {
|
||||
console.log('Document created with ID:', data.documentId);
|
||||
console.log('External reference ID:', data.externalId);
|
||||
}}
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
```
|
||||
|
||||
## Obtaining a Presign Token
|
||||
|
||||
Before using the `EmbedCreateDocument` component, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
|
||||
|
||||
You can create a presign token by making a request to:
|
||||
|
||||
```
|
||||
POST /api/v2-beta/embedding/create-presign-token
|
||||
```
|
||||
|
||||
This API endpoint requires authentication with your Documenso API key. The token has a default expiration of 1 hour, but you can customize this duration based on your security requirements.
|
||||
|
||||
You can find more details on this request at our [API Documentation](https://openapi.documenso.com/reference#tag/embedding)
|
||||
|
||||
## Configuration Options
|
||||
|
||||
The `EmbedCreateDocument` component accepts several configuration options:
|
||||
|
||||
| Option | Type | Description |
|
||||
| ------------------ | ------- | ------------------------------------------------------------------ |
|
||||
| `presignToken` | string | **Required**. The authentication token for the embedding session. |
|
||||
| `externalId` | string | Optional reference ID from your system to link with the document. |
|
||||
| `host` | string | Optional custom host URL. Defaults to `https://app.documenso.com`. |
|
||||
| `css` | string | Optional custom CSS to style the embedded component. |
|
||||
| `cssVars` | object | Optional CSS variables for colors, spacing, and more. |
|
||||
| `darkModeDisabled` | boolean | Optional flag to disable dark mode. |
|
||||
| `className` | string | Optional CSS class name for the iframe. |
|
||||
|
||||
## Feature Toggles
|
||||
|
||||
You can customize the authoring experience by enabling or disabling specific features:
|
||||
|
||||
```jsx
|
||||
<EmbedCreateDocument
|
||||
presignToken="YOUR_PRESIGN_TOKEN"
|
||||
features={{
|
||||
allowConfigureSignatureTypes: true,
|
||||
allowConfigureLanguage: true,
|
||||
allowConfigureDateFormat: true,
|
||||
allowConfigureTimezone: true,
|
||||
allowConfigureRedirectUrl: true,
|
||||
allowConfigureCommunication: true,
|
||||
}}
|
||||
/>
|
||||
```
|
||||
|
||||
## Handling Document Creation Events
|
||||
|
||||
The `onDocumentCreated` callback is triggered when a document is successfully created, providing both the document ID and your external reference ID:
|
||||
|
||||
```jsx
|
||||
<EmbedCreateDocument
|
||||
presignToken="YOUR_PRESIGN_TOKEN"
|
||||
externalId="order-12345"
|
||||
onDocumentCreated={(data) => {
|
||||
// Navigate to a success page
|
||||
navigate(`/documents/success?id=${data.documentId}`);
|
||||
|
||||
// Or update your database with the document ID
|
||||
updateOrderDocument(data.externalId, data.documentId);
|
||||
}}
|
||||
/>
|
||||
```
|
||||
|
||||
## Styling the Embedded Component
|
||||
|
||||
You can customize the appearance of the embedded component using standard CSS classes:
|
||||
|
||||
```jsx
|
||||
<EmbedCreateDocument
|
||||
className="h-screen w-full rounded-lg border-none shadow-md"
|
||||
presignToken="YOUR_PRESIGN_TOKEN"
|
||||
css={`
|
||||
.documenso-embed {
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
`}
|
||||
cssVars={{
|
||||
primary: '#0000FF',
|
||||
background: '#F5F5F5',
|
||||
radius: '8px',
|
||||
}}
|
||||
/>
|
||||
```
|
||||
|
||||
## Complete Integration Example
|
||||
|
||||
Here's a complete example of integrating document creation in a React application:
|
||||
|
||||
```tsx
|
||||
import { useState } from 'react';
|
||||
|
||||
import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
|
||||
|
||||
function DocumentCreator() {
|
||||
// In a real application, you would fetch this token from your backend
|
||||
// using your API key at /api/v2-beta/embedding/create-presign-token
|
||||
const presignToken = 'YOUR_PRESIGN_TOKEN';
|
||||
const [documentId, setDocumentId] = useState<number | null>(null);
|
||||
|
||||
if (documentId) {
|
||||
return (
|
||||
<div>
|
||||
<h2>Document Created Successfully!</h2>
|
||||
<p>Document ID: {documentId}</p>
|
||||
<button onClick={() => setDocumentId(null)}>Create Another Document</button>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div style={{ height: '800px', width: '100%' }}>
|
||||
<EmbedCreateDocument
|
||||
presignToken={presignToken}
|
||||
externalId="order-12345"
|
||||
onDocumentCreated={(data) => {
|
||||
setDocumentId(data.documentId);
|
||||
}}
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
export default DocumentCreator;
|
||||
```
|
||||
|
||||
With embedded authoring, your users can seamlessly create documents within your application, enhancing the overall user experience and streamlining document workflows.
|
||||
197
apps/documentation/pages/developers/embedding/css-variables.mdx
Normal file
@ -0,0 +1,197 @@
|
||||
---
|
||||
title: CSS Variables
|
||||
description: Learn about all available CSS variables for customizing your embedded signing experience
|
||||
---
|
||||
|
||||
# CSS Variables
|
||||
|
||||
Platform customers have access to a comprehensive set of CSS variables that can be used to customize the appearance of the embedded signing experience. These variables control everything from colors to spacing and can be used to match your application's design system.
|
||||
|
||||
## Available Variables
|
||||
|
||||
### Colors
|
||||
|
||||
| Variable | Description | Default |
|
||||
| ----------------------- | ---------------------------------- | -------------- |
|
||||
| `background` | Base background color | System default |
|
||||
| `foreground` | Base text color | System default |
|
||||
| `muted` | Muted/subtle background color | System default |
|
||||
| `mutedForeground` | Muted/subtle text color | System default |
|
||||
| `popover` | Popover/dropdown background color | System default |
|
||||
| `popoverForeground` | Popover/dropdown text color | System default |
|
||||
| `card` | Card background color | System default |
|
||||
| `cardBorder` | Card border color | System default |
|
||||
| `cardBorderTint` | Card border tint/highlight color | System default |
|
||||
| `cardForeground` | Card text color | System default |
|
||||
| `fieldCard` | Field card background color | System default |
|
||||
| `fieldCardBorder` | Field card border color | System default |
|
||||
| `fieldCardForeground` | Field card text color | System default |
|
||||
| `widget` | Widget background color | System default |
|
||||
| `widgetForeground` | Widget text color | System default |
|
||||
| `border` | Default border color | System default |
|
||||
| `input` | Input field border color | System default |
|
||||
| `primary` | Primary action/button color | System default |
|
||||
| `primaryForeground` | Primary action/button text color | System default |
|
||||
| `secondary` | Secondary action/button color | System default |
|
||||
| `secondaryForeground` | Secondary action/button text color | System default |
|
||||
| `accent` | Accent/highlight color | System default |
|
||||
| `accentForeground` | Accent/highlight text color | System default |
|
||||
| `destructive` | Destructive/danger action color | System default |
|
||||
| `destructiveForeground` | Destructive/danger text color | System default |
|
||||
| `ring` | Focus ring color | System default |
|
||||
| `warning` | Warning/alert color | System default |
|
||||
|
||||
### Spacing and Layout
|
||||
|
||||
| Variable | Description | Default |
|
||||
| -------- | ------------------------------- | -------------- |
|
||||
| `radius` | Border radius size in REM units | System default |
|
||||
|
||||
## Usage Example
|
||||
|
||||
Here's how to use these variables in your embedding implementation:
|
||||
|
||||
```jsx
|
||||
const cssVars = {
|
||||
// Colors
|
||||
background: '#ffffff',
|
||||
foreground: '#000000',
|
||||
primary: '#0000ff',
|
||||
primaryForeground: '#ffffff',
|
||||
accent: '#4f46e5',
|
||||
destructive: '#ef4444',
|
||||
|
||||
// Spacing
|
||||
radius: '0.5rem'
|
||||
};
|
||||
|
||||
// React/Preact
|
||||
<EmbedDirectTemplate
|
||||
token={token}
|
||||
cssVars={cssVars}
|
||||
/>
|
||||
|
||||
// Vue
|
||||
<EmbedDirectTemplate
|
||||
:token="token"
|
||||
:cssVars="cssVars"
|
||||
/>
|
||||
|
||||
// Svelte
|
||||
<EmbedDirectTemplate
|
||||
{token}
|
||||
cssVars={cssVars}
|
||||
/>
|
||||
|
||||
// Solid
|
||||
<EmbedDirectTemplate
|
||||
token={token}
|
||||
cssVars={cssVars}
|
||||
/>
|
||||
```
|
||||
|
||||
## Color Format
|
||||
|
||||
Colors can be specified in any valid CSS color format:
|
||||
|
||||
- Hexadecimal: `#ff0000`
|
||||
- RGB: `rgb(255, 0, 0)`
|
||||
- HSL: `hsl(0, 100%, 50%)`
|
||||
- Named colors: `red`
|
||||
|
||||
The colors will be automatically converted to the appropriate format internally.
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Maintain Contrast**: When customizing colors, ensure there's sufficient contrast between background and foreground colors for accessibility.
|
||||
|
||||
2. **Test Dark Mode**: If you haven't disabled dark mode, test your color variables in both light and dark modes.
|
||||
|
||||
3. **Use Your Brand Colors**: Align the primary and accent colors with your brand's color scheme for a cohesive look.
|
||||
|
||||
4. **Consistent Radius**: Use a consistent border radius value that matches your application's design system.
|
||||
|
||||
## CSS Class Targets
|
||||
|
||||
In addition to CSS variables, specific components in the embedded experience can be targeted using CSS classes for more granular styling:
|
||||
|
||||
### Component Classes
|
||||
|
||||
| Class Name | Description |
|
||||
| --------------------------------- | ----------------------------------------------------------------------- |
|
||||
| `.embed--Root` | Main container for the embedded signing experience |
|
||||
| `.embed--DocumentContainer` | Container for the document and signing widget |
|
||||
| `.embed--DocumentViewer` | Container for the document viewer |
|
||||
| `.embed--DocumentWidget` | The signing widget container |
|
||||
| `.embed--DocumentWidgetContainer` | Outer container for the signing widget, handles positioning |
|
||||
| `.embed--DocumentWidgetHeader` | Header section of the signing widget |
|
||||
| `.embed--DocumentWidgetContent` | Main content area of the signing widget |
|
||||
| `.embed--DocumentWidgetForm` | Form section within the signing widget |
|
||||
| `.embed--DocumentWidgetFooter` | Footer section of the signing widget |
|
||||
| `.embed--WaitingForTurn` | Container for the waiting screen when it's not the user's turn to sign |
|
||||
| `.embed--DocumentCompleted` | Container for the completion screen after signing |
|
||||
| `.field--FieldRootContainer` | Base container for document fields (signatures, text, checkboxes, etc.) |
|
||||
|
||||
Field components also expose several data attributes that can be used for styling different states:
|
||||
|
||||
| Data Attribute | Values | Description |
|
||||
| ------------------- | ---------------------------------------------- | ------------------------------------ |
|
||||
| `[data-field-type]` | `SIGNATURE`, `TEXT`, `CHECKBOX`, `RADIO`, etc. | The type of field |
|
||||
| `[data-inserted]` | `true`, `false` | Whether the field has been filled |
|
||||
| `[data-validate]` | `true`, `false` | Whether the field is being validated |
|
||||
|
||||
### Field Styling Example
|
||||
|
||||
```css
|
||||
/* Style all field containers */
|
||||
.field--FieldRootContainer {
|
||||
transition: all 200ms ease;
|
||||
}
|
||||
|
||||
/* Style specific field types */
|
||||
.field--FieldRootContainer[data-field-type='SIGNATURE'] {
|
||||
background-color: rgba(0, 0, 0, 0.02);
|
||||
}
|
||||
|
||||
/* Style inserted fields */
|
||||
.field--FieldRootContainer[data-inserted='true'] {
|
||||
background-color: var(--primary);
|
||||
opacity: 0.2;
|
||||
}
|
||||
|
||||
/* Style fields being validated */
|
||||
.field--FieldRootContainer[data-validate='true'] {
|
||||
border-color: orange;
|
||||
}
|
||||
```
|
||||
|
||||
### Example Usage
|
||||
|
||||
```css
|
||||
/* Custom styles for the document widget */
|
||||
.embed--DocumentWidget {
|
||||
background-color: #ffffff;
|
||||
box-shadow: 0 4px 6px -1px rgb(0 0 0 / 0.1);
|
||||
}
|
||||
|
||||
/* Custom styles for the waiting screen */
|
||||
.embed--WaitingForTurn {
|
||||
background-color: #f9fafb;
|
||||
padding: 2rem;
|
||||
}
|
||||
|
||||
/* Responsive adjustments for the document container */
|
||||
@media (min-width: 768px) {
|
||||
.embed--DocumentContainer {
|
||||
gap: 2rem;
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
## Related
|
||||
|
||||
- [React Integration](/developers/embedding/react)
|
||||
- [Vue Integration](/developers/embedding/vue)
|
||||
- [Svelte Integration](/developers/embedding/svelte)
|
||||
- [Solid Integration](/developers/embedding/solid)
|
||||
- [Preact Integration](/developers/embedding/preact)
|
||||
194
apps/documentation/pages/developers/embedding/index.mdx
Normal file
@ -0,0 +1,194 @@
|
||||
---
|
||||
title: Get Started
|
||||
description: Learn how to use embedding to bring signing to your own website or application
|
||||
---
|
||||
|
||||
# Embedding
|
||||
|
||||
Our embedding feature lets you integrate our document signing experience into your own application or website. Whether you're building with React, Preact, Vue, Svelte, Solid, Angular, or using generalized web components, this guide will help you get started with embedding Documenso.
|
||||
|
||||
## Availability
|
||||
|
||||
Embedding is currently available for all users on a **Teams Plan** and above, as well as **Early Adopter's** within a team (Early Adopters can create a team for free).
|
||||
|
||||
Our **Platform Plan** offers enhanced customization features including:
|
||||
|
||||
- Custom CSS and styling variables
|
||||
- Dark mode controls
|
||||
- The removal of Documenso branding from the embedding experience
|
||||
|
||||
## How Embedding Works
|
||||
|
||||
Embedding with Documenso allows you to handle document signing in two main ways:
|
||||
|
||||
1. **Using Direct Templates**: Using direct templates you can have an evergreen template that upon completion will create a new document within Documenso.
|
||||
2. **Using a Signing Token**: A more advanced option for those running rich integrations with Documenso already. Given a recipients signing token you can embed the signing experience in your application rather than direct the recipient to Documenso.
|
||||
|
||||
_For most use-cases we recommend using direct templates, however if you have a need for a more advanced integration, we are happy to help you get started._
|
||||
|
||||
## Customization Options
|
||||
|
||||
### Styling and Theming
|
||||
|
||||
Platform customers have access to advanced styling options to customize the embedding experience:
|
||||
|
||||
1. **Custom CSS**: You can provide custom CSS to style the embedded component:
|
||||
|
||||
```jsx
|
||||
<EmbedDirectTemplate
|
||||
token={token}
|
||||
css={`
|
||||
.documenso-embed {
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
`}
|
||||
/>
|
||||
```
|
||||
|
||||
2. **CSS Variables**: Fine-tune the appearance using CSS variables for colors, spacing, and more:
|
||||
|
||||
```jsx
|
||||
<EmbedDirectTemplate
|
||||
token={token}
|
||||
cssVars={{
|
||||
primary: '#0000FF',
|
||||
background: '#F5F5F5',
|
||||
radius: '8px',
|
||||
}}
|
||||
/>
|
||||
```
|
||||
|
||||
For a complete list of available CSS variables and their usage, see our [CSS Variables](/developers/embedding/css-variables) documentation.
|
||||
|
||||
3. **Dark Mode Control**: Disable dark mode if it doesn't match your application's theme:
|
||||
|
||||
```jsx
|
||||
<EmbedDirectTemplate token={token} darkModeDisabled={true} />
|
||||
```
|
||||
|
||||
These customization options are available for both Direct Templates and Signing Token embeds.
|
||||
|
||||
## Supported Frameworks
|
||||
|
||||
We support embedding across a range of popular JavaScript frameworks, including:
|
||||
|
||||
| Framework | Package |
|
||||
| --------- | ---------------------------------------------------------------------------------- |
|
||||
| React | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react) |
|
||||
| Preact | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact) |
|
||||
| Vue | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue) |
|
||||
| Svelte | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte) |
|
||||
| Solid | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid) |
|
||||
| Angular | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular) |
|
||||
|
||||
Additionally, we provide **web components** for more generalized use. However, please note that web components are still in their early stages and haven't been extensively tested.
|
||||
|
||||
## Embedding with Direct Templates
|
||||
|
||||
#### Instructions
|
||||
|
||||
To get started with embedding using a Direct Template we will need the URL segment which is also referred to as the token for the template.
|
||||
|
||||
You can find your URL/Token by performing the following steps:
|
||||
|
||||
1. **Navigate to your team's templates within Documenso**
|
||||
|
||||

|
||||
|
||||
2. **Click on the direct link template you want to embed**
|
||||
|
||||
This will copy the URL to your clipboard, e.g. `https://stg-app.documenso.com/d/-WoSwWVT-fYOERS2MI37k`
|
||||
|
||||
**For the above url the token is `-WoSwWVT-fYOERS2MI37k`**
|
||||
|
||||
3. Provide the token to the `EmbedDirectTemplate` component in your frameworks SDK
|
||||
|
||||
```jsx
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-react';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedDirectTemplate token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
**Converting a regular template to a direct link template**
|
||||
|
||||
If you don't currently have any direct link templates you can easily create one by selecting the "Direct Link" option within the actions dropdown on the templates table.
|
||||
|
||||
This will show a dialog which will ask you to configure which recipient should be used as the direct link signer.
|
||||
|
||||

|
||||
|
||||
---
|
||||
|
||||
## Embedding with Signing Tokens
|
||||
|
||||
To embed the signing process for an ordinary document, you'll need a **document signing token** for the recipient. This token provides the necessary access to load the document and facilitate the signing process securely.
|
||||
|
||||
#### Instructions
|
||||
|
||||
1. Retrieve the signing token for the recipient document you want to embed
|
||||
|
||||
This will typically be done using an API integration where signing tokens are provided as part of the response when creating a document. Alternatively you can manually get a signing link by clicking hovering over a recipients avatar and clicking their email on a document that you own.
|
||||
|
||||

|
||||
|
||||
With the signing url on our clipboard we can extract the token the same way we did for the direct link template.
|
||||
|
||||
So `https://stg-app.documenso.com/sign/lm7Tp2_yhvFfzdeJQzYQF` will become `lm7Tp2_yhvFfzdeJQzYQF`
|
||||
|
||||
2. Provide the token to the `EmbedSignDocument` component in your frameworks SDK
|
||||
|
||||
```jsx
|
||||
import { EmbedSignDocument } from '@documenso/embed-react';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedSignDocument token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Using Embedding in Your Application
|
||||
|
||||
Once you've obtained the appropriate tokens, you can integrate the signing experience into your application. For framework-specific instructions, please refer to the guides provided in our documentation for:
|
||||
|
||||
- [React](/developers/embedding/react)
|
||||
- [Preact](/developers/embedding/preact)
|
||||
- [Vue](/developers/embedding/vue)
|
||||
- [Svelte](/developers/embedding/svelte)
|
||||
- [Solid](/developers/embedding/solid)
|
||||
- [Angular](/developers/embedding/angular)
|
||||
|
||||
If you're using **web components**, the integration process is slightly different. Keep in mind that web components are currently less tested but can still provide flexibility for general use cases.
|
||||
|
||||
## Embedded Authoring
|
||||
|
||||
In addition to embedding signing experiences, Documenso now supports **embedded authoring**, allowing your users to create documents and templates directly within your application.
|
||||
|
||||
With embedded authoring, you can:
|
||||
|
||||
- Create new documents with custom fields
|
||||
- Configure document properties and settings
|
||||
- Set up recipients and signing workflows
|
||||
- Customize the authoring experience
|
||||
|
||||
For detailed implementation instructions and code examples, see our [Embedded Authoring](/developers/embedding/authoring) guide.
|
||||
|
||||
## Related
|
||||
|
||||
- [React Integration](/developers/embedding/react)
|
||||
- [Vue Integration](/developers/embedding/vue)
|
||||
- [Svelte Integration](/developers/embedding/svelte)
|
||||
- [Solid Integration](/developers/embedding/solid)
|
||||
- [Preact Integration](/developers/embedding/preact)
|
||||
- [Angular Integration](/developers/embedding/angular)
|
||||
- [CSS Variables](/developers/embedding/css-variables)
|
||||
- [Embedded Authoring](/developers/embedding/authoring)
|
||||
107
apps/documentation/pages/developers/embedding/preact.mdx
Normal file
@ -0,0 +1,107 @@
|
||||
---
|
||||
title: Preact Integration
|
||||
description: Learn how to use our embedding SDK within your Preact application.
|
||||
---
|
||||
|
||||
# Preact Integration
|
||||
|
||||
Our Preact SDK provides a simple way to embed a signing experience within your Preact application. It supports both direct link templates and signing tokens.
|
||||
|
||||
## Installation
|
||||
|
||||
To install the SDK, run the following command:
|
||||
|
||||
```bash
|
||||
npm install @documenso/embed-preact
|
||||
```
|
||||
|
||||
## Usage
|
||||
|
||||
To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
|
||||
|
||||
### Direct Link Template
|
||||
|
||||
If you have a direct link template, you can simply provide the token for the template to the `EmbedDirectTemplate` component.
|
||||
|
||||
```jsx
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-preact';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedDirectTemplate token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| email | string (optional) | The email the signer that will be used by default for signing |
|
||||
| lockEmail | boolean (optional) | Whether or not the email field should be locked disallowing modifications |
|
||||
| externalId | string (optional) | The external ID to be used for the document that will be created upon completion |
|
||||
| css | string (optional) | Custom CSS to style the embedded component (Platform Plan only) |
|
||||
| cssVars | object (optional) | CSS variables for customizing colors, spacing, etc. (Platform Plan only) |
|
||||
| darkModeDisabled | boolean (optional) | Disable dark mode functionality (Platform Plan only) |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
| onFieldSigned | function (optional) | A callback function that will be called when a field has been signed |
|
||||
| onFieldUnsigned | function (optional) | A callback function that will be called when a field has been unsigned |
|
||||
|
||||
### Signing Token
|
||||
|
||||
If you have a signing token, you can provide it to the `EmbedSignDocument` component.
|
||||
|
||||
```jsx
|
||||
import { EmbedSignDocument } from '@documenso/embed-preact';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedSignDocument token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
|
||||
### Styling and Theming (Platform Plan)
|
||||
|
||||
Platform customers have access to advanced styling options:
|
||||
|
||||
```jsx
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-preact';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'your-token';
|
||||
const customCss = `
|
||||
.documenso-embed {
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 4px rgba(0,0,0,0.1);
|
||||
}
|
||||
`;
|
||||
const cssVars = {
|
||||
primary: '#0000FF',
|
||||
background: '#F5F5F5',
|
||||
radius: '8px',
|
||||
};
|
||||
|
||||
return (
|
||||
<EmbedDirectTemplate token={token} css={customCss} cssVars={cssVars} darkModeDisabled={true} />
|
||||
);
|
||||
};
|
||||
```
|
||||
111
apps/documentation/pages/developers/embedding/react.mdx
Normal file
@ -0,0 +1,111 @@
|
||||
---
|
||||
title: React Integration
|
||||
description: Learn how to use our embedding SDK within your React application.
|
||||
---
|
||||
|
||||
# React Integration
|
||||
|
||||
Our React SDK provides a simple way to embed a signing experience within your React application. It supports both direct link templates and signing tokens.
|
||||
|
||||
## Installation
|
||||
|
||||
To install the SDK, run the following command:
|
||||
|
||||
```bash
|
||||
npm install @documenso/embed-react
|
||||
```
|
||||
|
||||
## Usage
|
||||
|
||||
To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
|
||||
|
||||
### Direct Link Template
|
||||
|
||||
If you have a direct link template, you can simply provide the token for the template to the `EmbedDirectTemplate` component.
|
||||
|
||||
```jsx
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-react';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedDirectTemplate token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| email | string (optional) | The email the signer that will be used by default for signing |
|
||||
| lockEmail | boolean (optional) | Whether or not the email field should be locked disallowing modifications |
|
||||
| externalId | string (optional) | The external ID to be used for the document that will be created upon completion |
|
||||
| css | string (optional) | Custom CSS to style the embedded component (Platform Plan only) |
|
||||
| cssVars | object (optional) | CSS variables for customizing colors, spacing, etc. (Platform Plan only) |
|
||||
| darkModeDisabled | boolean (optional) | Disable dark mode functionality (Platform Plan only) |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
| onFieldSigned | function (optional) | A callback function that will be called when a field has been signed |
|
||||
| onFieldUnsigned | function (optional) | A callback function that will be called when a field has been unsigned |
|
||||
|
||||
### Signing Token
|
||||
|
||||
If you have a signing token, you can provide it to the `EmbedSignDocument` component.
|
||||
|
||||
```jsx
|
||||
import { EmbedSignDocument } from '@documenso/embed-react';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedSignDocument token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
|
||||
### Styling and Theming (Platform Plan)
|
||||
|
||||
Platform customers have access to advanced styling options:
|
||||
|
||||
```jsx
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-react';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
return (
|
||||
<EmbedDirectTemplate
|
||||
token="your-token"
|
||||
// Custom CSS
|
||||
css={`
|
||||
.documenso-embed {
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
`}
|
||||
// CSS Variables
|
||||
cssVars={{
|
||||
primary: '#0000FF',
|
||||
background: '#F5F5F5',
|
||||
radius: '8px',
|
||||
}}
|
||||
// Dark Mode Control
|
||||
darkModeDisabled={true}
|
||||
/>
|
||||
);
|
||||
};
|
||||
```
|
||||
107
apps/documentation/pages/developers/embedding/solid.mdx
Normal file
@ -0,0 +1,107 @@
|
||||
---
|
||||
title: Solid.js Integration
|
||||
description: Learn how to use our embedding SDK within your Solid.js application.
|
||||
---
|
||||
|
||||
# Solid.js Integration
|
||||
|
||||
Our Solid.js SDK provides a simple way to embed a signing experience within your Solid.js application. It supports both direct link templates and signing tokens.
|
||||
|
||||
## Installation
|
||||
|
||||
To install the SDK, run the following command:
|
||||
|
||||
```bash
|
||||
npm install @documenso/embed-solid
|
||||
```
|
||||
|
||||
## Usage
|
||||
|
||||
To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
|
||||
|
||||
### Direct Link Template
|
||||
|
||||
If you have a direct link template, you can simply provide the token for the template to the `EmbedDirectTemplate` component.
|
||||
|
||||
```jsx
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-solid';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedDirectTemplate token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| email | string (optional) | The email the signer that will be used by default for signing |
|
||||
| lockEmail | boolean (optional) | Whether or not the email field should be locked disallowing modifications |
|
||||
| externalId | string (optional) | The external ID to be used for the document that will be created upon completion |
|
||||
| css | string (optional) | Custom CSS to style the embedded component (Platform Plan only) |
|
||||
| cssVars | object (optional) | CSS variables for customizing colors, spacing, etc. (Platform Plan only) |
|
||||
| darkModeDisabled | boolean (optional) | Disable dark mode functionality (Platform Plan only) |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
| onFieldSigned | function (optional) | A callback function that will be called when a field has been signed |
|
||||
| onFieldUnsigned | function (optional) | A callback function that will be called when a field has been unsigned |
|
||||
|
||||
### Signing Token
|
||||
|
||||
If you have a signing token, you can provide it to the `EmbedSignDocument` component.
|
||||
|
||||
```jsx
|
||||
import { EmbedSignDocument } from '@documenso/embed-solid';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedSignDocument token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
|
||||
### Styling and Theming (Platform Plan)
|
||||
|
||||
Platform customers have access to advanced styling options:
|
||||
|
||||
```jsx
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-solid';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'your-token';
|
||||
const customCss = `
|
||||
.documenso-embed {
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 4px rgba(0,0,0,0.1);
|
||||
}
|
||||
`;
|
||||
const cssVars = {
|
||||
primary: '#0000FF',
|
||||
background: '#F5F5F5',
|
||||
radius: '8px',
|
||||
};
|
||||
|
||||
return (
|
||||
<EmbedDirectTemplate token={token} css={customCss} cssVars={cssVars} darkModeDisabled={true} />
|
||||
);
|
||||
};
|
||||
```
|
||||
107
apps/documentation/pages/developers/embedding/svelte.mdx
Normal file
@ -0,0 +1,107 @@
|
||||
---
|
||||
title: Svelte Integration
|
||||
description: Learn how to use our embedding SDK within your Svelte application.
|
||||
---
|
||||
|
||||
# Svelte Integration
|
||||
|
||||
Our Svelte SDK provides a simple way to embed a signing experience within your Svelte application. It supports both direct link templates and signing tokens.
|
||||
|
||||
## Installation
|
||||
|
||||
To install the SDK, run the following command:
|
||||
|
||||
```bash
|
||||
npm install @documenso/embed-svelte
|
||||
```
|
||||
|
||||
## Usage
|
||||
|
||||
To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
|
||||
|
||||
### Direct Link Template
|
||||
|
||||
If you have a direct link template, you can simply provide the token for the template to the `EmbedDirectTemplate` component.
|
||||
|
||||
```html
|
||||
<script lang="ts">
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-svelte';
|
||||
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<EmbedDirectTemplate {token} />
|
||||
</template>
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| email | string (optional) | The email the signer that will be used by default for signing |
|
||||
| lockEmail | boolean (optional) | Whether or not the email field should be locked disallowing modifications |
|
||||
| externalId | string (optional) | The external ID to be used for the document that will be created upon completion |
|
||||
| css | string (optional) | Custom CSS to style the embedded component (Platform Plan only) |
|
||||
| cssVars | object (optional) | CSS variables for customizing colors, spacing, etc. (Platform Plan only) |
|
||||
| darkModeDisabled | boolean (optional) | Disable dark mode functionality (Platform Plan only) |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
| onFieldSigned | function (optional) | A callback function that will be called when a field has been signed |
|
||||
| onFieldUnsigned | function (optional) | A callback function that will be called when a field has been unsigned |
|
||||
|
||||
### Signing Token
|
||||
|
||||
If you have a signing token, you can provide it to the `EmbedSignDocument` component.
|
||||
|
||||
```jsx
|
||||
import { EmbedSignDocument } from '@documenso/embed-svelte';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedSignDocument token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
|
||||
### Styling and Theming (Platform Plan)
|
||||
|
||||
Platform customers have access to advanced styling options:
|
||||
|
||||
```html
|
||||
<script lang="ts">
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-svelte';
|
||||
|
||||
const token = 'your-token';
|
||||
const customCss = `
|
||||
.documenso-embed {
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 4px rgba(0,0,0,0.1);
|
||||
}
|
||||
`;
|
||||
const cssVars = {
|
||||
primary: '#0000FF',
|
||||
background: '#F5F5F5',
|
||||
radius: '8px',
|
||||
};
|
||||
</script>
|
||||
|
||||
<EmbedDirectTemplate {token} css="{customCss}" cssVars="{cssVars}" darkModeDisabled="{true}" />
|
||||
```
|
||||
114
apps/documentation/pages/developers/embedding/vue.mdx
Normal file
@ -0,0 +1,114 @@
|
||||
---
|
||||
title: Vue Integration
|
||||
description: Learn how to use our embedding SDK within your Vue application.
|
||||
---
|
||||
|
||||
# Vue Integration
|
||||
|
||||
Our Vue SDK provides a simple way to embed a signing experience within your Vue application. It supports both direct link templates and signing tokens.
|
||||
|
||||
## Installation
|
||||
|
||||
To install the SDK, run the following command:
|
||||
|
||||
```bash
|
||||
npm install @documenso/embed-vue
|
||||
```
|
||||
|
||||
## Usage
|
||||
|
||||
To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
|
||||
|
||||
### Direct Link Template
|
||||
|
||||
If you have a direct link template, you can simply provide the token for the template to the `EmbedDirectTemplate` component.
|
||||
|
||||
```html
|
||||
<script setup lang="ts">
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-vue';
|
||||
|
||||
const token = ref('YOUR_TOKEN_HERE'); // Replace with the actual token
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<EmbedDirectTemplate :token="token" />
|
||||
</template>
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| email | string (optional) | The email the signer that will be used by default for signing |
|
||||
| lockEmail | boolean (optional) | Whether or not the email field should be locked disallowing modifications |
|
||||
| externalId | string (optional) | The external ID to be used for the document that will be created upon completion |
|
||||
| css | string (optional) | Custom CSS to style the embedded component (Platform Plan only) |
|
||||
| cssVars | object (optional) | CSS variables for customizing colors, spacing, etc. (Platform Plan only) |
|
||||
| darkModeDisabled | boolean (optional) | Disable dark mode functionality (Platform Plan only) |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
| onFieldSigned | function (optional) | A callback function that will be called when a field has been signed |
|
||||
| onFieldUnsigned | function (optional) | A callback function that will be called when a field has been unsigned |
|
||||
|
||||
### Signing Token
|
||||
|
||||
If you have a signing token, you can provide it to the `EmbedSignDocument` component.
|
||||
|
||||
```jsx
|
||||
import { EmbedSignDocument } from '@documenso/embed-vue';
|
||||
|
||||
const MyEmbeddingComponent = () => {
|
||||
const token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
|
||||
|
||||
return <EmbedSignDocument token={token} />;
|
||||
};
|
||||
```
|
||||
|
||||
#### Props
|
||||
|
||||
| Prop | Type | Description |
|
||||
| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
|
||||
| token | string | The token for the document you want to embed |
|
||||
| host | string (optional) | The host to be used for the signing experience, relevant for self-hosters |
|
||||
| name | string (optional) | The name the signer that will be used by default for signing |
|
||||
| lockName | boolean (optional) | Whether or not the name field should be locked disallowing modifications |
|
||||
| onDocumentReady | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
|
||||
| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed |
|
||||
| onDocumentError | function (optional) | A callback function that will be called when an error occurs with the document |
|
||||
|
||||
### Styling and Theming (Platform Plan)
|
||||
|
||||
Platform customers have access to advanced styling options:
|
||||
|
||||
```html
|
||||
<script setup lang="ts">
|
||||
import { EmbedDirectTemplate } from '@documenso/embed-vue';
|
||||
|
||||
const token = ref('your-token');
|
||||
const customCss = `
|
||||
.documenso-embed {
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 4px rgba(0,0,0,0.1);
|
||||
}
|
||||
`;
|
||||
const cssVars = {
|
||||
primary: '#0000FF',
|
||||
background: '#F5F5F5',
|
||||
radius: '8px',
|
||||
};
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<EmbedDirectTemplate
|
||||
:token="token"
|
||||
:css="customCss"
|
||||
:cssVars="cssVars"
|
||||
:darkModeDisabled="true"
|
||||
/>
|
||||
</template>
|
||||
```
|
||||
@ -3,5 +3,6 @@
|
||||
"quickstart": "Developer Quickstart",
|
||||
"manual": "Manual Setup",
|
||||
"gitpod": "Gitpod",
|
||||
"signing-certificate": "Signing Certificate"
|
||||
}
|
||||
"signing-certificate": "Signing Certificate",
|
||||
"translations": "Translations"
|
||||
}
|
||||
@ -16,18 +16,16 @@ Pick the one that fits your needs the best.
|
||||
## Tech Stack
|
||||
|
||||
- [Typescript](https://www.typescriptlang.org/) - Language
|
||||
- [Next.js](https://nextjs.org/) - Framework
|
||||
- [React Router](https://reactrouter.com/) - Framework
|
||||
- [Prisma](https://www.prisma.io/) - ORM
|
||||
- [Tailwind](https://tailwindcss.com/) - CSS
|
||||
- [shadcn/ui](https://ui.shadcn.com/) - Component Library
|
||||
- [NextAuth.js](https://next-auth.js.org/) - Authentication
|
||||
- [react-email](https://react.email/) - Email Templates
|
||||
- [tRPC](https://trpc.io/) - API
|
||||
- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
|
||||
- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
|
||||
- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
|
||||
- [Stripe](https://stripe.com/) - Payments
|
||||
- [Vercel](https://vercel.com) - Hosting
|
||||
|
||||
<div className="mt-16 flex items-center justify-center gap-4">
|
||||
<a href="https://documen.so/discord">
|
||||
|
||||
@ -32,10 +32,8 @@ Run `npm i` in the root directory to install the dependencies required for the p
|
||||
Set up the following environment variables in the `.env` file:
|
||||
|
||||
```bash
|
||||
NEXTAUTH_URL
|
||||
NEXTAUTH_SECRET
|
||||
NEXT_PUBLIC_WEBAPP_URL
|
||||
NEXT_PUBLIC_MARKETING_URL
|
||||
NEXT_PRIVATE_DATABASE_URL
|
||||
NEXT_PRIVATE_DIRECT_DATABASE_URL
|
||||
NEXT_PRIVATE_SMTP_FROM_NAME
|
||||
|
||||
@ -11,6 +11,10 @@ Digitally signing documents requires a signing certificate in `.p12` format. You
|
||||
|
||||
Follow the steps below to create a free, self-signed certificate for local development.
|
||||
|
||||
<Callout type="warning">
|
||||
These steps should be run on a UNIX based system, otherwise you may run into an error.
|
||||
</Callout>
|
||||
|
||||
<Steps>
|
||||
|
||||
### Generate Private Key
|
||||
@ -38,11 +42,17 @@ You will be prompted to enter some information, such as the certificate's Common
|
||||
Combine the private key and the self-signed certificate to create a `.p12` certificate. Use the following command:
|
||||
|
||||
```bash
|
||||
openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt
|
||||
openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt -legacy
|
||||
```
|
||||
|
||||
<Callout type="warning">
|
||||
If you get the error "Error: Failed to get private key bags", add the `-legacy` flag to the command `openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt -legacy`.
|
||||
When running the application in Docker, you may encounter permission issues when attempting to sign documents using your certificate (.p12) file. This happens because the application runs as a non-root user inside the container and needs read access to the certificate.
|
||||
|
||||
To resolve this, you'll need to update the certificate file permissions to allow the container user 1001, which runs NextJS, to read it:
|
||||
|
||||
```bash
|
||||
sudo chown 1001 certificate.p12
|
||||
```
|
||||
|
||||
</Callout>
|
||||
|
||||
@ -54,8 +64,8 @@ Note that for local development, the password can be left empty.
|
||||
|
||||
### Add Certificate to the Project
|
||||
|
||||
Finally, add the certificate to the project. Place the `certificate.p12` file in the `/apps/web/resources` directory. If the directory doesn't exist, create it.
|
||||
Use the `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` environment variable to point at the certificate you created.
|
||||
|
||||
The final file path should be `/apps/web/resources/certificate.p12`.
|
||||
Details about environment variables associated with certificates can be found [here](/developers/self-hosting/signing-certificate#configure-documenso-to-use-the-certificate).
|
||||
|
||||
</Steps>
|
||||
|
||||
@ -0,0 +1,89 @@
|
||||
---
|
||||
title: Translations
|
||||
description: Handling translations in code.
|
||||
---
|
||||
|
||||
# About
|
||||
|
||||
Documenso uses the following stack to handle translations:
|
||||
|
||||
- [Lingui](https://lingui.dev/) - React i10n library
|
||||
- [Crowdin](https://crowdin.com/) - Handles syncing translations
|
||||
- [OpenAI](https://openai.com/) - Provides AI translations
|
||||
|
||||
Additional reading can be found in the [Lingui documentation](https://lingui.dev/introduction).
|
||||
|
||||
## Quick guide
|
||||
|
||||
If you require more in-depth information, please see the [Lingui documentation](https://lingui.dev/introduction).
|
||||
|
||||
### HTML
|
||||
|
||||
Wrap all text to translate in **`<Trans></Trans>`** tags exported from **@lingui/react/macro**.
|
||||
|
||||
```html
|
||||
<h1>
|
||||
<Trans>Title</Trans>
|
||||
</h1>
|
||||
```
|
||||
|
||||
For text that is broken into elements, but represent a whole sentence, you must wrap it in a Trans tag so ensure the full message is extracted correctly.
|
||||
|
||||
```html
|
||||
<h1>
|
||||
<Trans>
|
||||
This is one
|
||||
<span className="text-foreground/60">full</span>
|
||||
<a href="https://documenso.com">sentence</a>
|
||||
</Trans>
|
||||
</h1>
|
||||
```
|
||||
|
||||
### Constants outside of react components
|
||||
|
||||
```tsx
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
|
||||
// Wrap text in msg`text to translate` when it's in a constant here, or another file/package.
|
||||
export const CONSTANT_WITH_MSG = {
|
||||
foo: msg`Hello`,
|
||||
bar: msg`World`,
|
||||
};
|
||||
|
||||
export const SomeComponent = () => {
|
||||
const { _ } = useLingui();
|
||||
|
||||
return (
|
||||
<div>
|
||||
{/* This will render the correct translated text. */}
|
||||
<p>{_(CONSTANT_WITH_MSG.foo)}</p>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
```
|
||||
|
||||
### Plurals
|
||||
|
||||
Lingui provides a Plural component to make it easy. See full documentation [here.](https://lingui.dev/ref/macro#plural-1)
|
||||
|
||||
```tsx
|
||||
// Basic usage.
|
||||
<Plural one="1 Recipient" other="# Recipients" value={recipients.length} />
|
||||
```
|
||||
|
||||
### Dates
|
||||
|
||||
Lingui provides a [DateTime instance](https://lingui.dev/ref/core#i18n.date) with the configured locale.
|
||||
|
||||
```tsx
|
||||
import { Trans } from '@lingui/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
|
||||
export const SomeComponent = () => {
|
||||
const { i18n } = useLingui();
|
||||
|
||||
return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
|
||||
};
|
||||
```
|
||||
@ -3,6 +3,8 @@ title: Public API
|
||||
description: Learn how to interact with your documents programmatically using the Documenso public API.
|
||||
---
|
||||
|
||||
import { Callout, Steps } from 'nextra/components';
|
||||
|
||||
# Public API
|
||||
|
||||
Documenso provides a public REST API enabling you to interact with your documents programmatically. The API exposes various HTTP endpoints that allow you to perform operations such as:
|
||||
@ -13,10 +15,35 @@ Documenso provides a public REST API enabling you to interact with your document
|
||||
|
||||
The documentation walks you through creating API keys and using them to authenticate your API requests. You'll also learn about the available endpoints, request and response formats, and how to use the API.
|
||||
|
||||
## Swagger Documentation
|
||||
## API V1 - Stable
|
||||
|
||||
The [Swagger documentation](https://app.documenso.com/api/v1/openapi) also provides information about the API endpoints, request parameters, response formats, and authentication methods.
|
||||
Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) for details about the API endpoints, request parameters, response formats, and authentication methods.
|
||||
|
||||
## API V2 - Beta
|
||||
|
||||
<Callout type="warning">API V2 is currently beta, and will be subject to breaking changes</Callout>
|
||||
|
||||
Check out the [API V2 documentation](https://documen.so/api-v2-docs) for details about the API endpoints, request parameters, response formats, and authentication methods.
|
||||
|
||||
Our new API V2 supports the following typed SDKs:
|
||||
|
||||
- [TypeScript](https://github.com/documenso/sdk-typescript)
|
||||
- [Python](https://github.com/documenso/sdk-python)
|
||||
- [Go](https://github.com/documenso/sdk-go)
|
||||
|
||||
<Callout type="info">
|
||||
For the staging API, please use the following base URL:
|
||||
`https://stg-app.documenso.dev/api/v2-beta/`
|
||||
</Callout>
|
||||
|
||||
🚀 [V2 Announcement](https://documen.so/sdk-blog)
|
||||
|
||||
📖 [Documentation](https://documen.so/api-v2-docs)
|
||||
|
||||
💬 [Leave Feedback](https://documen.so/sdk-feedback)
|
||||
|
||||
🔔 [Breaking Changes](https://documen.so/sdk-breaking)
|
||||
|
||||
## Availability
|
||||
|
||||
The API is available to individual users and teams.
|
||||
The API is available to individual users, teams and higher plans. [Fair Use](https://documen.so/fair) applies.
|
||||
|
||||
624
apps/documentation/pages/developers/public-api/reference.mdx
Normal file
@ -0,0 +1,624 @@
|
||||
---
|
||||
title: API Reference
|
||||
description: Reference documentation for the Documenso public API.
|
||||
---
|
||||
|
||||
import { Callout, Steps } from 'nextra/components';
|
||||
|
||||
# API Reference
|
||||
|
||||
The Swagger UI for the API is available at [/api/v1/openapi](https://app.documenso.com/api/v1/openapi). This page provides detailed information about the API endpoints, request and response formats, and authentication requirements.
|
||||
|
||||
## Upload a Document
|
||||
|
||||
Uploading a document to your Documenso account requires a two-step process.
|
||||
|
||||
<Steps>
|
||||
|
||||
### Create Document
|
||||
|
||||
First, you need to make a `POST` request to the `/api/v1/documents` endpoint, which takes a JSON payload with the following fields:
|
||||
|
||||
```json
|
||||
{
|
||||
"title": "string",
|
||||
"externalId": "string",
|
||||
"recipients": [
|
||||
{
|
||||
"name": "string",
|
||||
"email": "user@example.com",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 0
|
||||
}
|
||||
],
|
||||
"meta": {
|
||||
"subject": "string",
|
||||
"message": "string",
|
||||
"timezone": "Etc/UTC",
|
||||
"dateFormat": "yyyy-MM-dd hh:mm a",
|
||||
"redirectUrl": "string",
|
||||
"signingOrder": "PARALLEL"
|
||||
},
|
||||
"authOptions": {
|
||||
"globalAccessAuth": "ACCOUNT",
|
||||
"globalActionAuth": "ACCOUNT"
|
||||
},
|
||||
"formValues": {
|
||||
"additionalProp1": "string",
|
||||
"additionalProp2": "string",
|
||||
"additionalProp3": "string"
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
- `title` _(required)_ - This represents the document's title.
|
||||
- `externalId` - This is an optional field that you can use to store an external identifier for the document. This can be useful for tracking the document in your system.
|
||||
- `recipients` _(required)_ - This is an array of recipient objects. Each recipient object has the following fields:
|
||||
- `name` - The name of the recipient.
|
||||
- `email` - The email address of the recipient.
|
||||
- `role` - The role of the recipient. See the [available roles](/users/signing-documents#roles).
|
||||
- `signingOrder` - The order in which the recipient should sign the document. This is an integer value starting from 0.
|
||||
- `meta` - This object contains additional metadata for the document. It has the following fields:
|
||||
- `subject` - The subject of the email that will be sent to the recipients.
|
||||
- `message` - The message of the email that will be sent to the recipients.
|
||||
- `timezone` - The timezone in which the document should be signed.
|
||||
- `dateFormat` - The date format that should be used in the document.
|
||||
- `redirectUrl` - The URL to which the user should be redirected after signing the document.
|
||||
- `signingOrder` - The signing order for the document. This can be either `SEQUENTIAL` or `PARALLEL`.
|
||||
- `authOptions` - This object contains authentication options for the document. It has the following fields:
|
||||
- `globalAccessAuth` - The authentication level required to access the document. This can be either `ACCOUNT` or `null`.
|
||||
- If the document is set to `ACCOUNT`, all recipients must authenticate with their Documenso account to access it.
|
||||
- The document can be accessed without a Documenso account if it's set to `null`.
|
||||
- `globalActionAuth` - The authentication level required to perform actions on the document. This can be `ACCOUNT`, `PASSKEY`, `TWO_FACTOR_AUTH`, or `null`.
|
||||
- If the document is set to `ACCOUNT`, all recipients must authenticate with their Documenso account to perform actions on the document.
|
||||
- If it's set to `PASSKEY`, all recipients must have the passkey active to perform actions on the document.
|
||||
- If it's set to `TWO_FACTOR_AUTH`, all recipients must have the two-factor authentication active to perform actions on the document.
|
||||
- If it's set to `null`, all the recipients can perform actions on the document without any authentication.
|
||||
- `formValues` - This object contains additional form values for the document. This property only works with native PDF fields and accepts three types: number, text and boolean.
|
||||
|
||||
<Callout type="info">
|
||||
The `globalActionAuth` property is only available for Enterprise accounts.
|
||||
</Callout>
|
||||
|
||||
Here's an example of the JSON payload for uploading a document:
|
||||
|
||||
```json
|
||||
{
|
||||
"title": "my-document.pdf",
|
||||
"externalId": "12345",
|
||||
"recipients": [
|
||||
{
|
||||
"name": "Alex Blake",
|
||||
"email": "alexblake@email.com",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 1
|
||||
},
|
||||
{
|
||||
"name": "Ash Drew",
|
||||
"email": "ashdrew@email.com",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 0
|
||||
}
|
||||
],
|
||||
"meta": {
|
||||
"subject": "Sign the document",
|
||||
"message": "Hey there, please sign this document.",
|
||||
"timezone": "Europe/London",
|
||||
"dateFormat": "Day, Month Year",
|
||||
"redirectUrl": "https://mysite.com/welcome",
|
||||
"signingOrder": "SEQUENTIAL"
|
||||
},
|
||||
"authOptions": {
|
||||
"globalAccessAuth": "ACCOUNT",
|
||||
"globalActionAuth": "PASSKEY"
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
### Upload to S3
|
||||
|
||||
A successful API call to the `/api/v1/documents` endpoint returns a JSON response containing the upload URL, document ID, and recipient information.
|
||||
|
||||
The upload URL is a pre-signed S3 URL that you can use to upload the document to the Documenso (or your) S3 bucket. You need to make a `PUT` request to this URL to upload the document.
|
||||
|
||||
```json
|
||||
{
|
||||
"uploadUrl": "https://<url>/<bucket-name>/<id>/my-document.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=<credentials>&X-Amz-Date=<date>&X-Amz-Expires=3600&X-Amz-Signature=<signature>&X-Amz-SignedHeaders=host&x-id=PutObject",
|
||||
"documentId": 51,
|
||||
"recipients": [
|
||||
{
|
||||
"recipientId": 11,
|
||||
"name": "Alex Blake",
|
||||
"email": "alexblake@email.com",
|
||||
"token": "<unique-signer-token>",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 1,
|
||||
"signingUrl": "https://app.documenso.com/sign/<unique-signer-token>"
|
||||
},
|
||||
{
|
||||
"recipientId": 12,
|
||||
"name": "Ash Drew",
|
||||
"email": "ashdrew@email.com",
|
||||
"token": "<unique-signer-token>",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 0,
|
||||
"signingUrl": "https://app.documenso.com/sign/<unique-signer-token>"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
When you make the `PUT` request to the pre-signed URL, you need to include the document file you want to upload. The image below shows how to upload a document to the S3 bucket via Postman.
|
||||
|
||||

|
||||
|
||||
Here's an example of how to upload a document using cURL:
|
||||
|
||||
```bash
|
||||
curl --location --request PUT 'https://<url>/<bucket-name>/<id>/my-document.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=<credentials>&X-Amz-Date=<date>&X-Amz-Expires=3600&X-Amz-Signature=<signature>&X-Amz-SignedHeaders=host&x-id=PutObject' \
|
||||
--form '=@"/Users/my-user/Documents/documenso.pdf"'
|
||||
```
|
||||
|
||||
Once the document is successfully uploaded, you can access it in your Documenso account dashboard. The screenshot below shows the document that was uploaded via the API.
|
||||
|
||||

|
||||
|
||||
</Steps>
|
||||
|
||||
## Generate Document From Template
|
||||
|
||||
Documenso allows you to generate documents from templates. This is useful when you have a standard document format you want to reuse.
|
||||
|
||||
The API endpoint for generating a document from a template is `/api/v1/templates/{templateId}/generate-document`, and it takes a JSON payload with the following fields:
|
||||
|
||||
```json
|
||||
{
|
||||
"title": "string",
|
||||
"externalId": "string",
|
||||
"recipients": [
|
||||
{
|
||||
"id": 0,
|
||||
"name": "string",
|
||||
"email": "user@example.com",
|
||||
"signingOrder": 0
|
||||
}
|
||||
],
|
||||
"meta": {
|
||||
"subject": "string",
|
||||
"message": "string",
|
||||
"timezone": "string",
|
||||
"dateFormat": "string",
|
||||
"redirectUrl": "string",
|
||||
"signingOrder": "PARALLEL"
|
||||
},
|
||||
"authOptions": {
|
||||
"globalAccessAuth": "ACCOUNT",
|
||||
"globalActionAuth": "ACCOUNT"
|
||||
},
|
||||
"formValues": {
|
||||
"additionalProp1": "string",
|
||||
"additionalProp2": "string",
|
||||
"additionalProp3": "string"
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
The JSON payload is identical to the payload for uploading a document, so you can read more about the fields in the [Create Document](/developers/public-api/reference#create-document) step. For this API endpoint, the `recipients` property is required.
|
||||
|
||||
<Steps>
|
||||
|
||||
### Grab the Template ID
|
||||
|
||||
The first step is to retrieve the template ID from the Documenso dashboard. You can find the template ID in the URL by navigating to the template details page.
|
||||
|
||||

|
||||
|
||||
In this case, the template ID is "99999".
|
||||
|
||||
### Retrieve the Recipient(s) ID(s)
|
||||
|
||||
Once you have the template ID, the next step involves retrieving the ID(s) of the recipient(s) from the template. You can do this by making a GET request to `/api/v1/templates/{template-id}`.
|
||||
|
||||
A successful response looks as follows:
|
||||
|
||||
```json
|
||||
{
|
||||
"id": 0,
|
||||
"externalId": "string",
|
||||
"type": "PUBLIC",
|
||||
"title": "string",
|
||||
"userId": 0,
|
||||
"teamId": 0,
|
||||
"templateDocumentDataId": "string",
|
||||
"createdAt": "2024-10-11T08:46:58.247Z",
|
||||
"updatedAt": "2024-10-11T08:46:58.247Z",
|
||||
"templateMeta": {
|
||||
"id": "string",
|
||||
"subject": "string",
|
||||
"message": "string",
|
||||
"timezone": "string",
|
||||
"dateFormat": "string",
|
||||
"templateId": 0,
|
||||
"redirectUrl": "string",
|
||||
"signingOrder": "PARALLEL"
|
||||
},
|
||||
"directLink": {
|
||||
"token": "string",
|
||||
"enabled": true
|
||||
},
|
||||
"templateDocumentData": {
|
||||
"id": "string",
|
||||
"type": "S3_PATH",
|
||||
"data": "string"
|
||||
},
|
||||
"Field": [
|
||||
{
|
||||
"id": 0,
|
||||
"recipientId": 0,
|
||||
"type": "SIGNATURE",
|
||||
"page": 0,
|
||||
"positionX": "string",
|
||||
"positionY": "string",
|
||||
"width": "string",
|
||||
"height": "string"
|
||||
}
|
||||
],
|
||||
"Recipient": [
|
||||
{
|
||||
"id": 0,
|
||||
"email": "user@example.com",
|
||||
"name": "string",
|
||||
"signingOrder": 0,
|
||||
"authOptions": "string",
|
||||
"role": "CC"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
You'll need the recipient(s) ID(s) for the next step.
|
||||
|
||||
### Generate the Document
|
||||
|
||||
To generate a document from the template, you need to make a POST request to the `/api/v1/templates/{template-id}/generate-document` endpoint.
|
||||
|
||||
At the minimum, you must provide the `recipients` array in the JSON payload. Here's an example of the JSON payload:
|
||||
|
||||
```json
|
||||
{
|
||||
"recipients": [
|
||||
{
|
||||
"id": 0,
|
||||
"name": "Ash Drew",
|
||||
"email": "ashdrew@email.com",
|
||||
"signingOrder": 0
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
Filling the `recipients` array with the corresponding recipient for each template placeholder recipient is recommended. For example, if the template has two placeholders, you should provide at least two recipients in the `recipients` array. Otherwise, the document will be sent to inexistent recipients such as `<recipient.1@documenso.com>`. However, the recipients can always be edited via the API or the web app.
|
||||
|
||||
A successful response will contain the document ID and recipient(s) information.
|
||||
|
||||
```json
|
||||
{
|
||||
"documentId": 999,
|
||||
"recipients": [
|
||||
{
|
||||
"recipientId": 0,
|
||||
"name": "Ash Drew",
|
||||
"email": "ashdrew@email.com",
|
||||
"token": "<signing-token>",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": null,
|
||||
"signingUrl": "https://app.documenso.com/sign/<signing-token>"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
You can now access the document in your Documenso account dashboard. The screenshot below shows the document that was generated from the template.
|
||||
|
||||

|
||||
|
||||
</Steps>
|
||||
|
||||
## Add Fields to Document
|
||||
|
||||
The API allows you to add fields to a document via the `/api/v1/documents/{documentId}/fields` endpoint. This is useful when you want to add fields to a document before sending it to recipients.
|
||||
|
||||
To add fields to a document, you need to make a `POST` request with a JSON payload containing the field(s) information.
|
||||
|
||||
```json
|
||||
{
|
||||
"recipientId": 0,
|
||||
"type": "SIGNATURE",
|
||||
"pageNumber": 0,
|
||||
"pageX": 0,
|
||||
"pageY": 0,
|
||||
"pageWidth": 0,
|
||||
"pageHeight": 0,
|
||||
"fieldMeta": {
|
||||
"label": "string",
|
||||
"placeholder": "string",
|
||||
"required": true,
|
||||
"readOnly": true,
|
||||
"type": "text",
|
||||
"text": "string",
|
||||
"characterLimit": 0
|
||||
}
|
||||
}
|
||||
|
||||
// or
|
||||
|
||||
[
|
||||
{
|
||||
"recipientId": 0,
|
||||
"type": "SIGNATURE",
|
||||
"pageNumber": 0,
|
||||
"pageX": 0,
|
||||
"pageY": 0,
|
||||
"pageWidth": 0,
|
||||
"pageHeight": 0
|
||||
},
|
||||
{
|
||||
"recipientId": 0,
|
||||
"type": "TEXT",
|
||||
"pageNumber": 0,
|
||||
"pageX": 0,
|
||||
"pageY": 0,
|
||||
"pageWidth": 0,
|
||||
"pageHeight": 0,
|
||||
"fieldMeta": {
|
||||
"label": "string",
|
||||
"placeholder": "string",
|
||||
"required": true,
|
||||
"readOnly": true,
|
||||
"type": "text",
|
||||
"text": "string",
|
||||
"characterLimit": 0
|
||||
}
|
||||
}
|
||||
]
|
||||
```
|
||||
|
||||
<Callout type="info">This endpoint accepts either one field or an array of fields.</Callout>
|
||||
|
||||
Before adding fields to a document, you need each recipient's ID. If the document already has recipients, you can query the document to retrieve the recipient's details. If the document has no recipients, you need to add a recipient via the UI or API before adding a field.
|
||||
|
||||
<Steps>
|
||||
|
||||
### Retrieve the Recipient(s) ID(s)
|
||||
|
||||
Perform a `GET` request to the `/api/v1/documents/{id}` to retrieve the details of a specific document, including the recipient's information.
|
||||
|
||||
An example response would look like this:
|
||||
|
||||
```json
|
||||
{
|
||||
"id": 137,
|
||||
"externalId": null,
|
||||
"userId": 3,
|
||||
"teamId": null,
|
||||
"title": "documenso.pdf",
|
||||
"status": "DRAFT",
|
||||
"documentDataId": "<document-data-id>",
|
||||
"createdAt": "2024-10-11T12:29:12.725Z",
|
||||
"updatedAt": "2024-10-11T12:29:12.725Z",
|
||||
"completedAt": null,
|
||||
"recipients": [
|
||||
{
|
||||
"id": 55,
|
||||
"documentId": 137,
|
||||
"email": "ashdrew@email.com",
|
||||
"name": "Ash Drew",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": null,
|
||||
"token": "<signing-token>",
|
||||
"signedAt": null,
|
||||
"readStatus": "NOT_OPENED",
|
||||
"signingStatus": "NOT_SIGNED",
|
||||
"sendStatus": "NOT_SENT",
|
||||
"signingUrl": "https://app.documenso.com/sign/<signing-token>"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
From this response, you'll only need the recipient ID, which is `55` in this case.
|
||||
|
||||
### (OR) Add a Recipient
|
||||
|
||||
If the document doesn't already have recipient(s), you can add recipient(s) via the API. Make a `POST` request to the `/api/v1/documents/{documentId}/recipients` endpoint with the recipient information. This endpoint takes the following JSON payload:
|
||||
|
||||
```json
|
||||
{
|
||||
"name": "string",
|
||||
"email": "user@example.com",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 0,
|
||||
"authOptions": {
|
||||
"actionAuth": "ACCOUNT"
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
<Callout type="info">The `authOptions` property is only available for Enterprise accounts.</Callout>
|
||||
|
||||
Here's an example of the JSON payload for adding a recipient:
|
||||
|
||||
```json
|
||||
{
|
||||
"name": "Ash Drew",
|
||||
"email": "ashdrew@email.com",
|
||||
"role": "SIGNER",
|
||||
"signingOrder": 0
|
||||
}
|
||||
```
|
||||
|
||||
A successful request will return a JSON response with the newly added recipient. You can now use the recipient ID to add fields to the document.
|
||||
|
||||
### Add Field(s)
|
||||
|
||||
Now you can make a `POST` request to the `/api/v1/documents/{documentId}/fields` endpoint with the field(s) information. Here's an example:
|
||||
|
||||
```json
|
||||
[
|
||||
{
|
||||
"recipientId": 55,
|
||||
"type": "SIGNATURE",
|
||||
"pageNumber": 1,
|
||||
"pageX": 50,
|
||||
"pageY": 20,
|
||||
"pageWidth": 25,
|
||||
"pageHeight": 5
|
||||
},
|
||||
{
|
||||
"recipientId": 55,
|
||||
"type": "TEXT",
|
||||
"pageNumber": 1,
|
||||
"pageX": 20,
|
||||
"pageY": 50,
|
||||
"pageWidth": 30,
|
||||
"pageHeight": 7.5,
|
||||
"fieldMeta": {
|
||||
"label": "Address",
|
||||
"placeholder": "32 New York Street, 41241",
|
||||
"required": true,
|
||||
"readOnly": false,
|
||||
"type": "text",
|
||||
"text": "32 New York Street, 41241",
|
||||
"characterLimit": 40
|
||||
}
|
||||
}
|
||||
]
|
||||
```
|
||||
|
||||
<Callout type="info">
|
||||
The `text` field represents the default value of the field. If the user doesn't provide any other
|
||||
value, this is the value that will be used to sign the field.
|
||||
</Callout>
|
||||
|
||||
<Callout type="warning">
|
||||
It's important to pass the `type` in the `fieldMeta` property for the advanced fields. [Read more
|
||||
here](#a-note-on-advanced-fields)
|
||||
</Callout>
|
||||
|
||||
A successful request will return a JSON response with the newly added fields. The image below illustrates the fields added to the document via the API.
|
||||
|
||||

|
||||
|
||||
</Steps>
|
||||
|
||||
#### A Note on Advanced Fields
|
||||
|
||||
The advanced fields are: text, checkbox, radio, number, and select. Whenever you append any of these advanced fields to a document, you need to pass the `type` in the `fieldMeta` property:
|
||||
|
||||
```json
|
||||
...
|
||||
"fieldMeta": {
|
||||
"type": "text",
|
||||
}
|
||||
...
|
||||
```
|
||||
|
||||
Replace the `text` value with the corresponding field type:
|
||||
|
||||
- For the `TEXT` field it should be `text`.
|
||||
- For the `CHECKBOX` field it should be `checkbox`.
|
||||
- For the `RADIO` field it should be `radio`.
|
||||
- For the `NUMBER` field it should be `number`.
|
||||
- For the `SELECT` field it should be `select`. (check this before merge)
|
||||
|
||||
You must pass this property at all times, even if you don't need to set any other properties. If you don't, the endpoint will throw an error.
|
||||
|
||||
## Pre-fill Fields On Document Creation
|
||||
|
||||
The API allows you to pre-fill fields on document creation. This is useful when you want to create a document from an existing template and pre-fill the fields with specific values.
|
||||
|
||||
To pre-fill a field, you need to make a `POST` request to the `/api/v1/templates/{templateId}/generate-document` endpoint with the field information. Here's an example:
|
||||
|
||||
```json
|
||||
{
|
||||
"title": "my-document.pdf",
|
||||
"recipients": [
|
||||
{
|
||||
"id": 3,
|
||||
"name": "Example User",
|
||||
"email": "example@documenso.com",
|
||||
"signingOrder": 1,
|
||||
"role": "SIGNER"
|
||||
}
|
||||
],
|
||||
"prefillFields": [
|
||||
{
|
||||
"id": 21,
|
||||
"type": "text",
|
||||
"label": "my-label",
|
||||
"placeholder": "my-placeholder",
|
||||
"value": "my-value"
|
||||
},
|
||||
{
|
||||
"id": 22,
|
||||
"type": "number",
|
||||
"label": "my-label",
|
||||
"placeholder": "my-placeholder",
|
||||
"value": "123"
|
||||
},
|
||||
{
|
||||
"id": 23,
|
||||
"type": "checkbox",
|
||||
"label": "my-label",
|
||||
"placeholder": "my-placeholder",
|
||||
"value": ["option-1", "option-2"]
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
Check out the endpoint in the [API V1 documentation](https://app.documenso.com/api/v1/openapi#:~:text=/%7BtemplateId%7D/-,generate,-%2Ddocument).
|
||||
|
||||
### API V2
|
||||
|
||||
For API V2, you need to make a `POST` request to the `/api/v2-beta/template/use` endpoint with the field(s) information. Here's an example:
|
||||
|
||||
```json
|
||||
{
|
||||
"templateId": 111,
|
||||
"recipients": [
|
||||
{
|
||||
"id": 3,
|
||||
"name": "Example User",
|
||||
"email": "example@documenso.com",
|
||||
"signingOrder": 1,
|
||||
"role": "SIGNER"
|
||||
}
|
||||
],
|
||||
"prefillFields": [
|
||||
{
|
||||
"id": 21,
|
||||
"type": "text",
|
||||
"label": "my-label",
|
||||
"placeholder": "my-placeholder",
|
||||
"value": "my-value"
|
||||
},
|
||||
{
|
||||
"id": 22,
|
||||
"type": "number",
|
||||
"label": "my-label",
|
||||
"placeholder": "my-placeholder",
|
||||
"value": "123"
|
||||
},
|
||||
{
|
||||
"id": 23,
|
||||
"type": "checkbox",
|
||||
"label": "my-label",
|
||||
"placeholder": "my-placeholder",
|
||||
"value": ["option-1", "option-2"]
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
Check out the endpoint in the [API V2 documentation](https://openapi.documenso.com/reference#tag/template/POST/template/use).
|
||||
@ -1,5 +1,6 @@
|
||||
{
|
||||
"index": "Getting Started",
|
||||
"signing-certificate": "Signing Certificate",
|
||||
"how-to": "How To"
|
||||
}
|
||||
"how-to": "How To",
|
||||
"setting-up-oauth-providers": "Setting up OAuth Providers"
|
||||
}
|
||||
@ -5,6 +5,8 @@ description: Learn how to self-host Documenso on your server or cloud infrastruc
|
||||
|
||||
import { Callout, Steps } from 'nextra/components';
|
||||
|
||||
import { CallToAction } from '../../../components/call-to-action';
|
||||
|
||||
# Self Hosting
|
||||
|
||||
We support various deployment methods and are actively working on adding more. Please let us know if you have a specific deployment method in mind!
|
||||
@ -33,10 +35,8 @@ cp .env.example .env
|
||||
Open the `.env` file and fill in the following variables:
|
||||
|
||||
```bash
|
||||
- NEXTAUTH_URL
|
||||
- NEXTAUTH_SECRET
|
||||
- NEXT_PUBLIC_WEBAPP_URL
|
||||
- NEXT_PUBLIC_MARKETING_URL
|
||||
- NEXT_PRIVATE_DATABASE_URL
|
||||
- NEXT_PRIVATE_DIRECT_DATABASE_URL
|
||||
- NEXT_PRIVATE_SMTP_FROM_NAME
|
||||
@ -44,8 +44,8 @@ Open the `.env` file and fill in the following variables:
|
||||
```
|
||||
|
||||
<Callout type="info">
|
||||
If you use a reverse proxy in front of Documenso, don't forget to provide the public URL for both
|
||||
the `NEXTAUTH_URL` and `NEXT_PUBLIC_WEBAPP_URL` variables!
|
||||
If you use a reverse proxy in front of Documenso, don't forget to provide the public URL for the
|
||||
`NEXT_PUBLIC_WEBAPP_URL` variable!
|
||||
</Callout>
|
||||
|
||||
### Install the Dependencies
|
||||
@ -131,7 +131,7 @@ volumes:
|
||||
After updating the volume binding, save the `compose.yml` file and run the following command to start the containers:
|
||||
|
||||
```bash
|
||||
docker-compose --env-file ./.env -d up
|
||||
docker-compose --env-file ./.env up -d
|
||||
```
|
||||
|
||||
The command will start the PostgreSQL database and the Documenso application containers.
|
||||
@ -169,7 +169,6 @@ Run the Docker container with the required environment variables:
|
||||
```bash
|
||||
docker run -d \
|
||||
-p 3000:3000 \
|
||||
-e NEXTAUTH_URL="<your-nextauth-url>"
|
||||
-e NEXTAUTH_SECRET="<your-nextauth-secret>"
|
||||
-e NEXT_PRIVATE_ENCRYPTION_KEY="<your-next-private-encryption-key>"
|
||||
-e NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="<your-next-private-encryption-secondary-key>"
|
||||
@ -198,7 +197,6 @@ The environment variables listed above are a subset of those available for confi
|
||||
| Variable | Description |
|
||||
| -------------------------------------------- | --------------------------------------------------------------------------------------------------- |
|
||||
| `PORT` | The port on which the Documenso application runs. It defaults to `3000`. |
|
||||
| `NEXTAUTH_URL` | The URL for the NextAuth.js authentication service. |
|
||||
| `NEXTAUTH_SECRET` | The secret key used by NextAuth.js for encryption and signing. |
|
||||
| `NEXT_PRIVATE_ENCRYPTION_KEY` | The primary encryption key for symmetric encryption and decryption (at least 32 characters). |
|
||||
| `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY` | The secondary encryption key for symmetric encryption and decryption (at least 32 characters). |
|
||||
@ -273,3 +271,5 @@ We offer several alternative deployment methods for Documenso if you need more o
|
||||
## Koyeb
|
||||
|
||||
[](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
|
||||
|
||||
<CallToAction className="mt-12" utmSource="self-hosting" />
|
||||
|
||||
@ -3,6 +3,10 @@ title: Getting Started with Self-Hosting
|
||||
description: A step-by-step guide to setting up and hosting your own Documenso instance.
|
||||
---
|
||||
|
||||
import { CallToAction } from '../../../components/call-to-action';
|
||||
|
||||
# Getting Started with Self-Hosting
|
||||
|
||||
This is a step-by-step guide to setting up and hosting your own Documenso instance. Before getting started, [select the right license for you](/users/licenses).
|
||||
|
||||
<CallToAction className="mt-12" utmSource="self-hosting" />
|
||||
|
||||
@ -0,0 +1,29 @@
|
||||
---
|
||||
title: Setting up OAuth Providers
|
||||
description: Learn how to set up OAuth providers for your own instance of Documenso.
|
||||
---
|
||||
|
||||
## Google OAuth (Gmail)
|
||||
|
||||
To use Google OAuth, you will need to create a Google Cloud Platform project and enable the Google Identity and Access Management (IAM) API. You will also need to create a new OAuth client ID and download the client secret.
|
||||
|
||||
### Create and configure a new OAuth client ID
|
||||
|
||||
1. Go to the [Google Cloud Platform Console](https://console.cloud.google.com/)
|
||||
2. From the projects list, select a project or create a new one
|
||||
3. If the APIs & services page isn't already open, open the console left side menu and select APIs & services
|
||||
4. On the left, click Credentials
|
||||
5. Click New Credentials, then select OAuth client ID
|
||||
6. When prompted to select an application type, select Web application
|
||||
7. Enter a name for your client ID, and click Create
|
||||
8. Click the download button to download the client secret
|
||||
9. Set the authorized javascript origins to `https://<documenso-domain>`
|
||||
10. Set the authorized redirect URIs to `https://<documenso-domain>/api/auth/callback/google`
|
||||
11. In the Documenso environment variables, set the following:
|
||||
|
||||
```
|
||||
NEXT_PRIVATE_GOOGLE_CLIENT_ID=<your-client-id>
|
||||
NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=<your-client-secret>
|
||||
```
|
||||
|
||||
Finally verify the signing in with Google works by signing in with your Google account and checking the email address in your profile.
|
||||
@ -20,6 +20,8 @@ Documenso supports Webhooks and allows you to subscribe to the following events:
|
||||
- `document.opened`
|
||||
- `document.signed`
|
||||
- `document.completed`
|
||||
- `document.rejected`
|
||||
- `document.cancelled`
|
||||
|
||||
## Create a webhook subscription
|
||||
|
||||
@ -36,8 +38,8 @@ Clicking on the "**Create Webhook**" button opens a modal to create a new webhoo
|
||||
To create a new webhook subscription, you need to provide the following information:
|
||||
|
||||
- Enter the webhook URL that will receive the event payload.
|
||||
- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`.
|
||||
- Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Signature` header of the request.
|
||||
- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`.
|
||||
- Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Secret` header of the request.
|
||||
|
||||

|
||||
|
||||
@ -53,45 +55,55 @@ You can edit or delete your webhook subscriptions by clicking the "**Edit**" or
|
||||
|
||||
The payload sent to the webhook URL contains the following fields:
|
||||
|
||||
| Field | Type | Description |
|
||||
| -------------------------------------------- | --------- | ---------------------------------------------------- |
|
||||
| `event` | string | The type of event that triggered the webhook. |
|
||||
| `payload.id` | number | The id of the document. |
|
||||
| `payload.userId` | number | The id of the user who owns the document. |
|
||||
| `payload.authOptions` | json? | Authentication options for the document. |
|
||||
| `payload.formValues` | json? | Form values for the document. |
|
||||
| `payload.title` | string | The name of the document. |
|
||||
| `payload.status` | string | The current status of the document. |
|
||||
| `payload.documentDataId` | string | The identifier for the document data. |
|
||||
| `payload.createdAt` | datetime | The creation date and time of the document. |
|
||||
| `payload.updatedAt` | datetime | The last update date and time of the document. |
|
||||
| `payload.completedAt` | datetime? | The completion date and time of the document. |
|
||||
| `payload.deletedAt` | datetime? | The deletion date and time of the document. |
|
||||
| `payload.teamId` | number? | The id of the team. |
|
||||
| `payload.documentData.id` | string | The id of the document data. |
|
||||
| `payload.documentData.type` | string | The type of the document data. |
|
||||
| `payload.documentData.data` | string | The data of the document. |
|
||||
| `payload.documentData.initialData` | string | The initial data of the document. |
|
||||
| `payload.Recipient[].id` | number | The id of the recipient. |
|
||||
| `payload.Recipient[].documentId` | number? | The id the document associated with the recipient. |
|
||||
| `payload.Recipient[].templateId` | number? | The template identifier for the recipient. |
|
||||
| `payload.Recipient[].email` | string | The email address of the recipient. |
|
||||
| `payload.Recipient[].name` | string | The name of the recipient. |
|
||||
| `payload.Recipient[].token` | string | The token associated with the recipient. |
|
||||
| `payload.Recipient[].expired` | datetime? | The expiration status of the recipient. |
|
||||
| `payload.Recipient[].signedAt` | datetime? | The date and time the recipient signed the document. |
|
||||
| `payload.Recipient[].authOptions.accessAuth` | json? | Access authentication options. |
|
||||
| `payload.Recipient[].authOptions.actionAuth` | json? | Action authentication options. |
|
||||
| `payload.Recipient[].role` | string | The role of the recipient. |
|
||||
| `payload.Recipient[].readStatus` | string | The read status of the document by the recipient. |
|
||||
| `payload.Recipient[].signingStatus` | string | The signing status of the recipient. |
|
||||
| `payload.Recipient[].sendStatus` | string | The send status of the document to the recipient. |
|
||||
| `createdAt` | datetime | The creation date and time of the webhook event. |
|
||||
| `webhookEndpoint` | string | The endpoint URL where the webhook is sent. |
|
||||
|
||||
## Webhook event payload example
|
||||
|
||||
When an event that you have subscribed to occurs, Documenso will send a POST request to the specified webhook URL with a payload containing information about the event.
|
||||
| Field | Type | Description |
|
||||
| -------------------------------------------- | --------- | ----------------------------------------------------- |
|
||||
| `event` | string | The type of event that triggered the webhook. |
|
||||
| `payload.id` | number | The id of the document. |
|
||||
| `payload.externalId` | string? | External identifier for the document. |
|
||||
| `payload.userId` | number | The id of the user who owns the document. |
|
||||
| `payload.authOptions` | json? | Authentication options for the document. |
|
||||
| `payload.formValues` | json? | Form values for the document. |
|
||||
| `payload.visibility` | string | Document visibility (e.g., EVERYONE). |
|
||||
| `payload.title` | string | The title of the document. |
|
||||
| `payload.status` | string | The current status of the document. |
|
||||
| `payload.documentDataId` | string | The identifier for the document data. |
|
||||
| `payload.createdAt` | datetime | The creation date and time of the document. |
|
||||
| `payload.updatedAt` | datetime | The last update date and time of the document. |
|
||||
| `payload.completedAt` | datetime? | The completion date and time of the document. |
|
||||
| `payload.deletedAt` | datetime? | The deletion date and time of the document. |
|
||||
| `payload.teamId` | number? | The id of the team if document belongs to a team. |
|
||||
| `payload.templateId` | number? | The id of the template if created from template. |
|
||||
| `payload.source` | string | The source of the document (e.g., DOCUMENT, TEMPLATE) |
|
||||
| `payload.documentMeta.id` | string | The id of the document metadata. |
|
||||
| `payload.documentMeta.subject` | string? | The subject of the document. |
|
||||
| `payload.documentMeta.message` | string? | The message associated with the document. |
|
||||
| `payload.documentMeta.timezone` | string | The timezone setting for the document. |
|
||||
| `payload.documentMeta.password` | string? | The password protection if set. |
|
||||
| `payload.documentMeta.dateFormat` | string | The date format used in the document. |
|
||||
| `payload.documentMeta.redirectUrl` | string? | The URL to redirect after signing. |
|
||||
| `payload.documentMeta.signingOrder` | string | The signing order (e.g., PARALLEL, SEQUENTIAL). |
|
||||
| `payload.documentMeta.typedSignatureEnabled` | boolean | Whether typed signatures are enabled. |
|
||||
| `payload.documentMeta.language` | string | The language of the document. |
|
||||
| `payload.documentMeta.distributionMethod` | string | The method of distributing the document. |
|
||||
| `payload.documentMeta.emailSettings` | json? | Email notification settings. |
|
||||
| `payload.Recipient[].id` | number | The id of the recipient. |
|
||||
| `payload.Recipient[].documentId` | number? | The id of the document for this recipient. |
|
||||
| `payload.Recipient[].templateId` | number? | The template id if from a template. |
|
||||
| `payload.Recipient[].email` | string | The email address of the recipient. |
|
||||
| `payload.Recipient[].name` | string | The name of the recipient. |
|
||||
| `payload.Recipient[].token` | string | The unique token for this recipient. |
|
||||
| `payload.Recipient[].documentDeletedAt` | datetime? | When the document was deleted for this recipient. |
|
||||
| `payload.Recipient[].expired` | datetime? | When the recipient's access expired. |
|
||||
| `payload.Recipient[].signedAt` | datetime? | When the recipient signed the document. |
|
||||
| `payload.Recipient[].authOptions` | json? | Authentication options for this recipient. |
|
||||
| `payload.Recipient[].signingOrder` | number? | The order in which this recipient should sign. |
|
||||
| `payload.Recipient[].rejectionReason` | string? | The reason if the recipient rejected the document. |
|
||||
| `payload.Recipient[].role` | string | The role of the recipient (e.g., SIGNER, VIEWER). |
|
||||
| `payload.Recipient[].readStatus` | string | Whether the recipient has read the document. |
|
||||
| `payload.Recipient[].signingStatus` | string | The signing status of this recipient. |
|
||||
| `payload.Recipient[].sendStatus` | string | The sending status for this recipient. |
|
||||
| `createdAt` | datetime | The creation date and time of the webhook event. |
|
||||
| `webhookEndpoint` | string | The endpoint URL where the webhook is sent. |
|
||||
|
||||
## Example payloads
|
||||
|
||||
@ -104,9 +116,11 @@ Example payload for the `document.created` event:
|
||||
"event": "DOCUMENT_CREATED",
|
||||
"payload": {
|
||||
"id": 10,
|
||||
"externalId": null,
|
||||
"userId": 1,
|
||||
"authOptions": null,
|
||||
"formValues": null,
|
||||
"visibility": "EVERYONE",
|
||||
"title": "documenso.pdf",
|
||||
"status": "DRAFT",
|
||||
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
|
||||
@ -114,7 +128,43 @@ Example payload for the `document.created` event:
|
||||
"updatedAt": "2024-04-22T11:44:43.341Z",
|
||||
"completedAt": null,
|
||||
"deletedAt": null,
|
||||
"teamId": null
|
||||
"teamId": null,
|
||||
"templateId": null,
|
||||
"source": "DOCUMENT",
|
||||
"documentMeta": {
|
||||
"id": "doc_meta_123",
|
||||
"subject": "Please sign this document",
|
||||
"message": "Hello, please review and sign this document.",
|
||||
"timezone": "UTC",
|
||||
"password": null,
|
||||
"dateFormat": "MM/DD/YYYY",
|
||||
"redirectUrl": null,
|
||||
"signingOrder": "PARALLEL",
|
||||
"typedSignatureEnabled": true,
|
||||
"language": "en",
|
||||
"distributionMethod": "EMAIL",
|
||||
"emailSettings": null
|
||||
},
|
||||
"Recipient": [
|
||||
{
|
||||
"id": 52,
|
||||
"documentId": 10,
|
||||
"templateId": null,
|
||||
"email": "signer@documenso.com",
|
||||
"name": "John Doe",
|
||||
"token": "vbT8hi3jKQmrFP_LN1WcS",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": null,
|
||||
"authOptions": null,
|
||||
"signingOrder": 1,
|
||||
"rejectionReason": null,
|
||||
"role": "SIGNER",
|
||||
"readStatus": "NOT_OPENED",
|
||||
"signingStatus": "NOT_SIGNED",
|
||||
"sendStatus": "NOT_SENT"
|
||||
}
|
||||
]
|
||||
},
|
||||
"createdAt": "2024-04-22T11:44:44.779Z",
|
||||
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
|
||||
@ -128,9 +178,11 @@ Example payload for the `document.sent` event:
|
||||
"event": "DOCUMENT_SENT",
|
||||
"payload": {
|
||||
"id": 10,
|
||||
"externalId": null,
|
||||
"userId": 1,
|
||||
"authOptions": null,
|
||||
"formValues": null,
|
||||
"visibility": "EVERYONE",
|
||||
"title": "documenso.pdf",
|
||||
"status": "PENDING",
|
||||
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
|
||||
@ -139,6 +191,22 @@ Example payload for the `document.sent` event:
|
||||
"completedAt": null,
|
||||
"deletedAt": null,
|
||||
"teamId": null,
|
||||
"templateId": null,
|
||||
"source": "DOCUMENT",
|
||||
"documentMeta": {
|
||||
"id": "doc_meta_123",
|
||||
"subject": "Please sign this document",
|
||||
"message": "Hello, please review and sign this document.",
|
||||
"timezone": "UTC",
|
||||
"password": null,
|
||||
"dateFormat": "MM/DD/YYYY",
|
||||
"redirectUrl": null,
|
||||
"signingOrder": "PARALLEL",
|
||||
"typedSignatureEnabled": true,
|
||||
"language": "en",
|
||||
"distributionMethod": "EMAIL",
|
||||
"emailSettings": null
|
||||
},
|
||||
"Recipient": [
|
||||
{
|
||||
"id": 52,
|
||||
@ -147,12 +215,12 @@ Example payload for the `document.sent` event:
|
||||
"email": "signer2@documenso.com",
|
||||
"name": "Signer 2",
|
||||
"token": "vbT8hi3jKQmrFP_LN1WcS",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": null,
|
||||
"authOptions": {
|
||||
"accessAuth": null,
|
||||
"actionAuth": null
|
||||
},
|
||||
"authOptions": null,
|
||||
"signingOrder": 1,
|
||||
"rejectionReason": null,
|
||||
"role": "VIEWER",
|
||||
"readStatus": "NOT_OPENED",
|
||||
"signingStatus": "NOT_SIGNED",
|
||||
@ -165,12 +233,12 @@ Example payload for the `document.sent` event:
|
||||
"email": "signer1@documenso.com",
|
||||
"name": "Signer 1",
|
||||
"token": "HkrptwS42ZBXdRKj1TyUo",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": null,
|
||||
"authOptions": {
|
||||
"accessAuth": null,
|
||||
"actionAuth": null
|
||||
},
|
||||
"authOptions": null,
|
||||
"signingOrder": 2,
|
||||
"rejectionReason": null,
|
||||
"role": "SIGNER",
|
||||
"readStatus": "NOT_OPENED",
|
||||
"signingStatus": "NOT_SIGNED",
|
||||
@ -190,9 +258,11 @@ Example payload for the `document.opened` event:
|
||||
"event": "DOCUMENT_OPENED",
|
||||
"payload": {
|
||||
"id": 10,
|
||||
"externalId": null,
|
||||
"userId": 1,
|
||||
"authOptions": null,
|
||||
"formValues": null,
|
||||
"visibility": "EVERYONE",
|
||||
"title": "documenso.pdf",
|
||||
"status": "PENDING",
|
||||
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
|
||||
@ -201,6 +271,22 @@ Example payload for the `document.opened` event:
|
||||
"completedAt": null,
|
||||
"deletedAt": null,
|
||||
"teamId": null,
|
||||
"templateId": null,
|
||||
"source": "DOCUMENT",
|
||||
"documentMeta": {
|
||||
"id": "doc_meta_123",
|
||||
"subject": "Please sign this document",
|
||||
"message": "Hello, please review and sign this document.",
|
||||
"timezone": "UTC",
|
||||
"password": null,
|
||||
"dateFormat": "MM/DD/YYYY",
|
||||
"redirectUrl": null,
|
||||
"signingOrder": "PARALLEL",
|
||||
"typedSignatureEnabled": true,
|
||||
"language": "en",
|
||||
"distributionMethod": "EMAIL",
|
||||
"emailSettings": null
|
||||
},
|
||||
"Recipient": [
|
||||
{
|
||||
"id": 52,
|
||||
@ -209,24 +295,18 @@ Example payload for the `document.opened` event:
|
||||
"email": "signer2@documenso.com",
|
||||
"name": "Signer 2",
|
||||
"token": "vbT8hi3jKQmrFP_LN1WcS",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": null,
|
||||
"authOptions": {
|
||||
"accessAuth": null,
|
||||
"actionAuth": null
|
||||
},
|
||||
"authOptions": null,
|
||||
"signingOrder": 1,
|
||||
"rejectionReason": null,
|
||||
"role": "VIEWER",
|
||||
"readStatus": "OPENED",
|
||||
"signingStatus": "NOT_SIGNED",
|
||||
"sendStatus": "SENT"
|
||||
}
|
||||
],
|
||||
"documentData": {
|
||||
"id": "hs8qz1ktr9204jn7mg6c5dxy0",
|
||||
"type": "S3_PATH",
|
||||
"data": "9753/xzqrshtlpokm/documenso.pdf",
|
||||
"initialData": "9753/xzqrshtlpokm/documenso.pdf"
|
||||
}
|
||||
]
|
||||
},
|
||||
"createdAt": "2024-04-22T11:50:26.174Z",
|
||||
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
|
||||
@ -240,9 +320,11 @@ Example payload for the `document.signed` event:
|
||||
"event": "DOCUMENT_SIGNED",
|
||||
"payload": {
|
||||
"id": 10,
|
||||
"externalId": null,
|
||||
"userId": 1,
|
||||
"authOptions": null,
|
||||
"formValues": null,
|
||||
"visibility": "EVERYONE",
|
||||
"title": "documenso.pdf",
|
||||
"status": "COMPLETED",
|
||||
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
|
||||
@ -251,6 +333,22 @@ Example payload for the `document.signed` event:
|
||||
"completedAt": "2024-04-22T11:52:05.707Z",
|
||||
"deletedAt": null,
|
||||
"teamId": null,
|
||||
"templateId": null,
|
||||
"source": "DOCUMENT",
|
||||
"documentMeta": {
|
||||
"id": "doc_meta_123",
|
||||
"subject": "Please sign this document",
|
||||
"message": "Hello, please review and sign this document.",
|
||||
"timezone": "UTC",
|
||||
"password": null,
|
||||
"dateFormat": "MM/DD/YYYY",
|
||||
"redirectUrl": null,
|
||||
"signingOrder": "PARALLEL",
|
||||
"typedSignatureEnabled": true,
|
||||
"language": "en",
|
||||
"distributionMethod": "EMAIL",
|
||||
"emailSettings": null
|
||||
},
|
||||
"Recipient": [
|
||||
{
|
||||
"id": 51,
|
||||
@ -259,12 +357,15 @@ Example payload for the `document.signed` event:
|
||||
"email": "signer1@documenso.com",
|
||||
"name": "Signer 1",
|
||||
"token": "HkrptwS42ZBXdRKj1TyUo",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": "2024-04-22T11:52:05.688Z",
|
||||
"authOptions": {
|
||||
"accessAuth": null,
|
||||
"actionAuth": null
|
||||
},
|
||||
"signingOrder": 1,
|
||||
"rejectionReason": null,
|
||||
"role": "SIGNER",
|
||||
"readStatus": "OPENED",
|
||||
"signingStatus": "SIGNED",
|
||||
@ -284,9 +385,11 @@ Example payload for the `document.completed` event:
|
||||
"event": "DOCUMENT_COMPLETED",
|
||||
"payload": {
|
||||
"id": 10,
|
||||
"externalId": null,
|
||||
"userId": 1,
|
||||
"authOptions": null,
|
||||
"formValues": null,
|
||||
"visibility": "EVERYONE",
|
||||
"title": "documenso.pdf",
|
||||
"status": "COMPLETED",
|
||||
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
|
||||
@ -295,11 +398,21 @@ Example payload for the `document.completed` event:
|
||||
"completedAt": "2024-04-22T11:52:05.707Z",
|
||||
"deletedAt": null,
|
||||
"teamId": null,
|
||||
"documentData": {
|
||||
"id": "hs8qz1ktr9204jn7mg6c5dxy0",
|
||||
"type": "S3_PATH",
|
||||
"data": "bk9p1h7x0s3m/documenso-signed.pdf",
|
||||
"initialData": "9753/xzqrshtlpokm/documenso.pdf"
|
||||
"templateId": null,
|
||||
"source": "DOCUMENT",
|
||||
"documentMeta": {
|
||||
"id": "doc_meta_123",
|
||||
"subject": "Please sign this document",
|
||||
"message": "Hello, please review and sign this document.",
|
||||
"timezone": "UTC",
|
||||
"password": null,
|
||||
"dateFormat": "MM/DD/YYYY",
|
||||
"redirectUrl": null,
|
||||
"signingOrder": "PARALLEL",
|
||||
"typedSignatureEnabled": true,
|
||||
"language": "en",
|
||||
"distributionMethod": "EMAIL",
|
||||
"emailSettings": null
|
||||
},
|
||||
"Recipient": [
|
||||
{
|
||||
@ -309,12 +422,15 @@ Example payload for the `document.completed` event:
|
||||
"email": "signer2@documenso.com",
|
||||
"name": "Signer 2",
|
||||
"token": "vbT8hi3jKQmrFP_LN1WcS",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": "2024-04-22T11:51:10.055Z",
|
||||
"authOptions": {
|
||||
"accessAuth": null,
|
||||
"actionAuth": null
|
||||
},
|
||||
"signingOrder": 1,
|
||||
"rejectionReason": null,
|
||||
"role": "VIEWER",
|
||||
"readStatus": "OPENED",
|
||||
"signingStatus": "SIGNED",
|
||||
@ -327,12 +443,15 @@ Example payload for the `document.completed` event:
|
||||
"email": "signer1@documenso.com",
|
||||
"name": "Signer 1",
|
||||
"token": "HkrptwS42ZBXdRKj1TyUo",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": "2024-04-22T11:52:05.688Z",
|
||||
"authOptions": {
|
||||
"accessAuth": null,
|
||||
"actionAuth": null
|
||||
},
|
||||
"signingOrder": 2,
|
||||
"rejectionReason": null,
|
||||
"role": "SIGNER",
|
||||
"readStatus": "OPENED",
|
||||
"signingStatus": "SIGNED",
|
||||
@ -345,6 +464,161 @@ Example payload for the `document.completed` event:
|
||||
}
|
||||
```
|
||||
|
||||
Example payload for the `document.rejected` event:
|
||||
|
||||
```json
|
||||
{
|
||||
"event": "DOCUMENT_REJECTED",
|
||||
"payload": {
|
||||
"id": 10,
|
||||
"externalId": null,
|
||||
"userId": 1,
|
||||
"authOptions": null,
|
||||
"formValues": null,
|
||||
"visibility": "EVERYONE",
|
||||
"title": "documenso.pdf",
|
||||
"status": "PENDING",
|
||||
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
|
||||
"createdAt": "2024-04-22T11:44:43.341Z",
|
||||
"updatedAt": "2024-04-22T11:48:07.569Z",
|
||||
"completedAt": null,
|
||||
"deletedAt": null,
|
||||
"teamId": null,
|
||||
"templateId": null,
|
||||
"source": "DOCUMENT",
|
||||
"documentMeta": {
|
||||
"id": "doc_meta_123",
|
||||
"subject": "Please sign this document",
|
||||
"message": "Hello, please review and sign this document.",
|
||||
"timezone": "UTC",
|
||||
"password": null,
|
||||
"dateFormat": "MM/DD/YYYY",
|
||||
"redirectUrl": null,
|
||||
"signingOrder": "PARALLEL",
|
||||
"typedSignatureEnabled": true,
|
||||
"language": "en",
|
||||
"distributionMethod": "EMAIL",
|
||||
"emailSettings": null
|
||||
},
|
||||
"Recipient": [
|
||||
{
|
||||
"id": 52,
|
||||
"documentId": 10,
|
||||
"templateId": null,
|
||||
"email": "signer@documenso.com",
|
||||
"name": "Signer",
|
||||
"token": "vbT8hi3jKQmrFP_LN1WcS",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": "2024-04-22T11:48:07.569Z",
|
||||
"authOptions": {
|
||||
"accessAuth": null,
|
||||
"actionAuth": null
|
||||
},
|
||||
"signingOrder": 1,
|
||||
"rejectionReason": "I do not agree with the terms",
|
||||
"role": "SIGNER",
|
||||
"readStatus": "OPENED",
|
||||
"signingStatus": "REJECTED",
|
||||
"sendStatus": "SENT"
|
||||
}
|
||||
]
|
||||
},
|
||||
"createdAt": "2024-04-22T11:48:07.945Z",
|
||||
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
|
||||
}
|
||||
```
|
||||
|
||||
Example payload for the `document.rejected` event:
|
||||
|
||||
```json
|
||||
{
|
||||
"event": "DOCUMENT_CANCELLED",
|
||||
"payload": {
|
||||
"id": 7,
|
||||
"externalId": null,
|
||||
"userId": 3,
|
||||
"authOptions": null,
|
||||
"formValues": null,
|
||||
"visibility": "EVERYONE",
|
||||
"title": "documenso.pdf",
|
||||
"status": "PENDING",
|
||||
"documentDataId": "cm6exvn93006hi02ru90a265a",
|
||||
"createdAt": "2025-01-27T11:02:14.393Z",
|
||||
"updatedAt": "2025-01-27T11:03:16.387Z",
|
||||
"completedAt": null,
|
||||
"deletedAt": null,
|
||||
"teamId": null,
|
||||
"templateId": null,
|
||||
"source": "DOCUMENT",
|
||||
"documentMeta": {
|
||||
"id": "cm6exvn96006ji02rqvzjvwoy",
|
||||
"subject": "",
|
||||
"message": "",
|
||||
"timezone": "Etc/UTC",
|
||||
"password": null,
|
||||
"dateFormat": "yyyy-MM-dd hh:mm a",
|
||||
"redirectUrl": "",
|
||||
"signingOrder": "PARALLEL",
|
||||
"typedSignatureEnabled": true,
|
||||
"language": "en",
|
||||
"distributionMethod": "EMAIL",
|
||||
"emailSettings": {
|
||||
"documentDeleted": true,
|
||||
"documentPending": true,
|
||||
"recipientSigned": true,
|
||||
"recipientRemoved": true,
|
||||
"documentCompleted": true,
|
||||
"ownerDocumentCompleted": true,
|
||||
"recipientSigningRequest": true
|
||||
}
|
||||
},
|
||||
"recipients": [
|
||||
{
|
||||
"id": 7,
|
||||
"documentId": 7,
|
||||
"templateId": null,
|
||||
"email": "mybirihix@mailinator.com",
|
||||
"name": "Zorita Baird",
|
||||
"token": "XkKx1HCs6Znm2UBJA2j6o",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": null,
|
||||
"authOptions": { "accessAuth": null, "actionAuth": null },
|
||||
"signingOrder": 1,
|
||||
"rejectionReason": null,
|
||||
"role": "SIGNER",
|
||||
"readStatus": "NOT_OPENED",
|
||||
"signingStatus": "NOT_SIGNED",
|
||||
"sendStatus": "SENT"
|
||||
}
|
||||
],
|
||||
"Recipient": [
|
||||
{
|
||||
"id": 7,
|
||||
"documentId": 7,
|
||||
"templateId": null,
|
||||
"email": "signer@documenso.com",
|
||||
"name": "Signer",
|
||||
"token": "XkKx1HCs6Znm2UBJA2j6o",
|
||||
"documentDeletedAt": null,
|
||||
"expired": null,
|
||||
"signedAt": null,
|
||||
"authOptions": { "accessAuth": null, "actionAuth": null },
|
||||
"signingOrder": 1,
|
||||
"rejectionReason": null,
|
||||
"role": "SIGNER",
|
||||
"readStatus": "NOT_OPENED",
|
||||
"signingStatus": "NOT_SIGNED",
|
||||
"sendStatus": "SENT"
|
||||
}
|
||||
]
|
||||
},
|
||||
"createdAt": "2025-01-27T11:03:27.730Z",
|
||||
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
|
||||
}
|
||||
```
|
||||
|
||||
## Availability
|
||||
|
||||
Webhooks are available to individual users and teams.
|
||||
|
||||
@ -1,5 +1,6 @@
|
||||
{
|
||||
"index": "Introduction",
|
||||
"support": "Support",
|
||||
"-- How To Use": {
|
||||
"type": "separator",
|
||||
"title": "How To Use"
|
||||
@ -9,10 +10,12 @@
|
||||
"signing-documents": "Signing Documents",
|
||||
"templates": "Templates",
|
||||
"direct-links": "Direct Signing Links",
|
||||
"teams": "Teams",
|
||||
"-- Legal Overview": {
|
||||
"type": "separator",
|
||||
"title": "Legal Overview"
|
||||
},
|
||||
"fair-use": "Fair Use Policy",
|
||||
"licenses": "Licenses",
|
||||
"compliance": "Compliance"
|
||||
}
|
||||
|
||||
34
apps/documentation/pages/users/fair-use.mdx
Normal file
@ -0,0 +1,34 @@
|
||||
---
|
||||
title: Fair Use Policy
|
||||
description: Learn about our fair use policy, which enables us to have unlimited plans.
|
||||
---
|
||||
|
||||
import { Callout } from 'nextra/components';
|
||||
|
||||
# Fair Use Policy
|
||||
|
||||
### Why
|
||||
|
||||
We offer our plans without any limits on volume because we want our users and customers to make the most of their accounts. Estimating volume is incredibly hard, especially for shorter intervals like a quarter. We are not interested in selling volume packages our customers end up not using. This is why the individual plan and the team plan do not include a limit on signing or API volume. If you are a customer of these [plans](https://documen.so/pricing), we ask you to abide by this fair use policy:
|
||||
|
||||
### Spirit of the Plan
|
||||
|
||||
> Use the limitless accounts as much as you like (they are meant to offer a lot) while respecting the spirit and intended scope of the account.
|
||||
|
||||
<Callout type="info">
|
||||
What happens if I violate this policy? We will ask you to upgrade to a fitting plan or custom
|
||||
pricing. We won’t block your account without reaching out. [Message
|
||||
us](mailto:support@documenso.com) for questions. It's probably fine, though.
|
||||
</Callout>
|
||||
|
||||
### DO
|
||||
|
||||
- Sign as many documents with the individual plan for your single business or organization you are part of
|
||||
- Use the API and Zapier to automate all your signing to sign as much as possible
|
||||
- Experiment with the plans and integrations, testing what you want to build: When in doubt, do it. Especially if you are just starting.
|
||||
|
||||
### DON'T
|
||||
|
||||
- Use the individual account's API to power a platform
|
||||
- Run a huge company, signing thousands of documents per day on a two-user team plan using the API
|
||||
- Let this policy make you overthink. If you are a paying customer, we want you to win, and it's probably fine
|
||||
@ -3,7 +3,7 @@ title: Create Your Account
|
||||
description: Learn how to create an account on Documenso.
|
||||
---
|
||||
|
||||
import { Steps } from 'nextra/components';
|
||||
import { Callout, Steps } from 'nextra/components';
|
||||
|
||||
# Create Your Account
|
||||
|
||||
@ -14,6 +14,8 @@ The first step to start using Documenso is to pick a plan and create an account.
|
||||
|
||||
Explore each plan's features and choose the one that best suits your needs. The [pricing page](https://documen.so/pricing) has more information about the plans.
|
||||
|
||||
<Callout>All plans are subject to our [Fair Use Policy](/users/fair-use).</Callout>
|
||||
|
||||
### Create an account
|
||||
|
||||
If you are unsure which plan to choose, you can start with the free plan and upgrade later.
|
||||
|
||||
@ -15,7 +15,7 @@ The signature field collects the signer's signature. It's required for each reci
|
||||
|
||||
The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
|
||||
|
||||

|
||||

|
||||
|
||||
### Document Signing View
|
||||
|
||||
@ -23,11 +23,11 @@ The recipient will see the signature field when they open the document to sign.
|
||||
|
||||
The recipient must click on the signature field to open the signing view, where they can sign using their mouse, touchpad, or touchscreen.
|
||||
|
||||

|
||||

|
||||
|
||||
The image below shows the signature field signed by the recipient.
|
||||
|
||||

|
||||

|
||||
|
||||
After signing, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -39,7 +39,7 @@ The email field is used to collect the signer's email address.
|
||||
|
||||
The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
|
||||
|
||||

|
||||

|
||||
|
||||
### Document Signing View
|
||||
|
||||
@ -47,11 +47,11 @@ When the recipient opens the document to sign, they will see the email field.
|
||||
|
||||
The recipient must click on the email field to automatically sign the field with the email associated with their account.
|
||||
|
||||

|
||||

|
||||
|
||||
The image below shows the email field signed by the recipient.
|
||||
|
||||

|
||||

|
||||
|
||||
After entering their email address, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -63,7 +63,7 @@ The name field is used to collect the signer's name.
|
||||
|
||||
The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
|
||||
|
||||

|
||||

|
||||
|
||||
### Document Signing View
|
||||
|
||||
@ -71,11 +71,11 @@ When the recipient opens the document to sign, they will see the name field.
|
||||
|
||||
The recipient must click on the name field, which will automatically sign the field with the name associated with their account.
|
||||
|
||||

|
||||

|
||||
|
||||
The image below shows the name field signed by the recipient.
|
||||
|
||||

|
||||

|
||||
|
||||
After entering their name, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -87,7 +87,7 @@ The date field is used to collect the date of the signature.
|
||||
|
||||
The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
|
||||
|
||||

|
||||

|
||||
|
||||
### Document Signing View
|
||||
|
||||
@ -95,11 +95,11 @@ When the recipient opens the document to sign, they will see the date field.
|
||||
|
||||
The recipient must click on the date field to automatically sign the field with the current date and time.
|
||||
|
||||

|
||||

|
||||
|
||||
The image below shows the date field signed by the recipient.
|
||||
|
||||

|
||||

|
||||
|
||||
After entering the date, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -111,11 +111,11 @@ The text field is used to collect text input from the signer.
|
||||
|
||||
Place the text field on the document where you want the signer to enter text. The text field comes with additional settings that can be configured.
|
||||
|
||||

|
||||

|
||||
|
||||
To open the settings, click on the text field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
|
||||
|
||||

|
||||

|
||||
|
||||
The text field settings include:
|
||||
|
||||
@ -137,7 +137,7 @@ It also comes with a couple of rules:
|
||||
|
||||
Let's look at the following example.
|
||||
|
||||

|
||||

|
||||
|
||||
The field is configured as follows:
|
||||
|
||||
@ -156,23 +156,23 @@ What the recipient sees when they open the document to sign depends on the setti
|
||||
|
||||
In this case, the recipient sees the text field signed with the default value.
|
||||
|
||||

|
||||

|
||||
|
||||
The recipient can modify the text field value since the field is not read-only. To change the value, the recipient must click the field to un-sign it.
|
||||
|
||||
Once it's unsigned, the field uses the label set by the sender.
|
||||
|
||||

|
||||

|
||||
|
||||
To sign the field with a different value, the recipient needs to click on the field and enter the new value.
|
||||
|
||||

|
||||

|
||||
|
||||
Since the text field has a character limit, the recipient must enter a value that doesn't exceed the limit. Otherwise, an error message will appear, and the field will not be signed.
|
||||
|
||||
The image below illustrates the text field signed with a new value.
|
||||
|
||||

|
||||

|
||||
|
||||
After signing the field, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -184,11 +184,11 @@ The number field is used for collecting a number input from the signer.
|
||||
|
||||
Place the number field on the document where you want the signer to enter a number. The number field comes with additional settings that can be configured.
|
||||
|
||||

|
||||

|
||||
|
||||
To open the settings, click on the number field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
|
||||
|
||||

|
||||

|
||||
|
||||
The number field settings include:
|
||||
|
||||
@ -221,7 +221,7 @@ In this example, the number field is configured as follows:
|
||||
- Validation:
|
||||
- Min value: 5, Max value: 50
|
||||
|
||||

|
||||

|
||||
|
||||
Since the field has a label set, the label is displayed instead of the default number field value - "Add number".
|
||||
|
||||
@ -231,23 +231,23 @@ What the recipient sees when they open the document to sign depends on the setti
|
||||
|
||||
The recipient sees the number field signed with the default value in this case.
|
||||
|
||||

|
||||

|
||||
|
||||
Since the number field is not read-only, the recipient can modify its value. To change the value, the recipient must click the field to un-sign it.
|
||||
|
||||
Once it's unsigned, the field uses the label set by the sender.
|
||||
|
||||

|
||||

|
||||
|
||||
To sign the field with a different value, the recipient needs to click on the field and enter the new value.
|
||||
|
||||

|
||||

|
||||
|
||||
Since the number field has a validation rule set, the recipient must enter a value that meets the rules. In this example, the value needs to be between 5 and 50. Otherwise, an error message will appear, and the field will not be signed.
|
||||
|
||||
The image below illustrates the text field signed with a new value.
|
||||
|
||||

|
||||

|
||||
|
||||
After signing the field, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -259,11 +259,11 @@ The radio field is used to collect a single choice from the signer.
|
||||
|
||||
Place the radio field on the document where you want the signer to select a choice. The radio field comes with additional settings that can be configured.
|
||||
|
||||

|
||||

|
||||
|
||||
To open the settings, click on the radio field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
|
||||
|
||||

|
||||

|
||||
|
||||
The radio field settings include:
|
||||
|
||||
@ -293,7 +293,7 @@ In this example, the radio field is configured as follows:
|
||||
- Empty value
|
||||
- Option 3
|
||||
|
||||

|
||||

|
||||
|
||||
Since the field contains radio options, it displays them instead of the default radio field value, "Radio".
|
||||
|
||||
@ -303,11 +303,11 @@ What the recipient sees when they open the document to sign depends on the setti
|
||||
|
||||
In this case, the recipient sees the radio field unsigned because the sender didn't select a value.
|
||||
|
||||

|
||||

|
||||
|
||||
The recipient can select one of the options by clicking on the radio button next to the option.
|
||||
|
||||

|
||||

|
||||
|
||||
After signing the field, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -319,11 +319,11 @@ The checkbox field is used to collect multiple choices from the signer.
|
||||
|
||||
Place the checkbox field on the document where you want the signer to select choices. The checkbox field comes with additional settings that can be configured.
|
||||
|
||||

|
||||

|
||||
|
||||
To open the settings, click on the checkbox field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
|
||||
|
||||

|
||||

|
||||
|
||||
The checkbox field settings include the following:
|
||||
|
||||
@ -356,7 +356,7 @@ In this example, the checkbox field is configured as follows:
|
||||
- Option 3 (checked)
|
||||
- Empty value
|
||||
|
||||

|
||||

|
||||
|
||||
Since the field contains checkbox options, it displays them instead of the default checkbox field value, "Checkbox".
|
||||
|
||||
@ -366,7 +366,7 @@ What the recipient sees when they open the document to sign depends on the setti
|
||||
|
||||
In this case, the recipient sees the checkbox field signed with the values selected by the sender.
|
||||
|
||||

|
||||

|
||||
|
||||
Since the field is required, the recipient can either sign with the values selected by the sender or modify the values.
|
||||
|
||||
@ -377,11 +377,11 @@ The values can be modified in 2 ways:
|
||||
|
||||
The image below illustrates the checkbox field with the values cleared by the recipient. Since the field is required, it has a red border instead of the yellow one (non-required fields).
|
||||
|
||||

|
||||

|
||||
|
||||
Then, the recipient can select values other than the ones chosen by the sender.
|
||||
|
||||

|
||||

|
||||
|
||||
After signing the field, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -393,11 +393,11 @@ The dropdown/select field collects a single choice from a list of options.
|
||||
|
||||
Place the dropdown/select field on the document where you want the signer to select a choice. The dropdown/select field comes with additional settings that can be configured.
|
||||
|
||||

|
||||

|
||||
|
||||
To open the settings, click on the dropdown/select field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
|
||||
|
||||

|
||||

|
||||
|
||||
The dropdown/select field settings include:
|
||||
|
||||
@ -433,14 +433,14 @@ What the recipient sees when they open the document to sign depends on the setti
|
||||
|
||||
In this case, the recipient sees the dropdown/select field with the default label, "-- Select ---" since the sender has not set a default value.
|
||||
|
||||

|
||||

|
||||
|
||||
The recipient can modify the dropdown/select field value since the field is not read-only. To change the value, the recipient must click on the field for the dropdown list to appear.
|
||||
|
||||

|
||||

|
||||
|
||||
The recipient can select one of the options from the list. The image below illustrates the dropdown/select field signed with a new value.
|
||||
|
||||

|
||||

|
||||
|
||||
After signing the field, the recipient can click the "Complete" button to complete the signing process.
|
||||
|
||||
@ -18,17 +18,17 @@ The guide assumes you have a Documenso account. If you don't, you can create a f
|
||||
|
||||
Navigate to the [Documenso dashboard](https://app.documenso.com/documents) and click on the "Add a document" button. Select the document you want to upload and wait for the upload to complete.
|
||||
|
||||

|
||||

|
||||
|
||||
After the upload is complete, you will be redirected to the document's page. You can configure the document's settings and add recipients and fields here.
|
||||
|
||||

|
||||

|
||||
|
||||
### (Optional) Advanced Options
|
||||
|
||||
Click on the "Advanced options" button to access additional settings for the document. You can set an external ID, date format, time zone, and the redirect URL.
|
||||
|
||||

|
||||

|
||||
|
||||
The external ID allows you to set a custom ID for the document that can be used to identify the document in your external system(s).
|
||||
|
||||
@ -45,7 +45,7 @@ The available options are:
|
||||
- **Require account** - The recipient must be signed in to view the document.
|
||||
- **None** - The document can be accessed directly by the URL sent to the recipient.
|
||||
|
||||

|
||||

|
||||
|
||||
<Callout type="info">
|
||||
The "Document Access" feature is only available for Enterprise accounts.
|
||||
@ -61,7 +61,7 @@ The available options are:
|
||||
- **Require 2FA** - The recipient must have an account and 2FA enabled via their settings.
|
||||
- **None** - No authentication required.
|
||||
|
||||

|
||||

|
||||
|
||||
This can be overridden by setting the authentication requirements directly for each recipient in the next step.
|
||||
|
||||
@ -75,28 +75,29 @@ Click the "+ Add Signer" button to add a new recipient. You can configure the re
|
||||
|
||||
You can choose any option from the ["Recipient Authentication"](#optional-recipient-authentication) section, or you can set it to "Inherit authentication method" to use the global action signing authentication method configured in the "General Settings" step.
|
||||
|
||||

|
||||

|
||||
|
||||
You can also set the recipient's role, which determines their actions and permissions in the document.
|
||||
|
||||

|
||||

|
||||
|
||||
#### Roles
|
||||
|
||||
Documenso has 4 roles for recipients with different permissions and actions.
|
||||
|
||||
| Role | Function | Action required | Signature |
|
||||
| :------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
|
||||
| Signer | Needs to sign signatures fields assigned to them. | Yes | Yes |
|
||||
| Approver | Needs to approve the document as a whole. Signature optional. | Yes | Optional |
|
||||
| Viewer | Needs to confirm they viewed the document. | Yes | No |
|
||||
| BCC | Receives a copy of the signed document after completion. No action is required. | No | No |
|
||||
| Role | Function | Action required | Signature |
|
||||
| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
|
||||
| Signer | Needs to sign signatures fields assigned to them. | Yes | Yes |
|
||||
| Approver | Needs to approve the document as a whole. Signature optional. | Yes | Optional |
|
||||
| Viewer | Needs to confirm they viewed the document. | Yes | No |
|
||||
| Assistant | Can help prepare the document by filling in fields on behalf of other signers. | Yes | No |
|
||||
| CC | Receives a copy of the signed document after completion. No action is required. | No | No |
|
||||
|
||||
### Fields
|
||||
|
||||
Documenso supports 9 different field types that can be added to the document. Each field type collects various information from the recipients when they sign the document.
|
||||
|
||||

|
||||

|
||||
|
||||
The available field types are:
|
||||
|
||||
@ -121,13 +122,13 @@ All fields can be placed anywhere on the document and resized as needed.
|
||||
|
||||
Signer Roles require at least 1 signature field. You will get an error message if you try to send a document without a signature field.
|
||||
|
||||

|
||||

|
||||
|
||||
### Email Settings
|
||||
|
||||
Before sending the document, you can configure the email settings and customize the subject line, message, and sender name.
|
||||
|
||||

|
||||

|
||||
|
||||
If you leave the email subject and message empty, Documenso will use the default email template.
|
||||
|
||||
@ -135,13 +136,13 @@ If you leave the email subject and message empty, Documenso will use the default
|
||||
|
||||
After configuring the document, click the "Send" button to send the document to the recipients. The recipients will receive an email with a link to sign the document.
|
||||
|
||||

|
||||

|
||||
|
||||
#### Signing Link
|
||||
|
||||
If you need to copy the signing link for each recipient, you can do so by clicking on the recipient whose link you want to copy. The signing link is copied automatically to your clipboard.
|
||||
|
||||

|
||||

|
||||
|
||||
The signing link has the following format:
|
||||
|
||||
|
||||
38
apps/documentation/pages/users/support.mdx
Normal file
@ -0,0 +1,38 @@
|
||||
---
|
||||
title: Support
|
||||
description: Learn what types of support we offer.
|
||||
---
|
||||
|
||||
# Support
|
||||
|
||||
## Community Support
|
||||
|
||||
If you are a developer or free user, you can reach out to the community or raise an issue:
|
||||
|
||||
### [Create Github Issues](https://github.com/documenso/documenso/issues)
|
||||
|
||||
The community and the core team address GitHub issues. Be sure to check if a similar issue already exists. Please note that while we want to address everything immediately, we must prioritize.
|
||||
|
||||
### [Join our Discord](https://documen.so/discord)
|
||||
|
||||
You can ask for help in the [community help channel](https://discord.com/channels/1132216843537485854/1133419426524430376).
|
||||
|
||||
## Paid Account Support
|
||||
|
||||
### Email: support@documenso.com
|
||||
|
||||
If you are paying customers facing issues, email our customer support, especially in urgent cases.
|
||||
|
||||
### Private Discord channel
|
||||
|
||||
If you prefer Discord, we can invite you to a private channel. Message support to make this happen.
|
||||
|
||||
## Enterprise Support
|
||||
|
||||
### Email: support@documenso.com
|
||||
|
||||
If you are paying customers facing issues, email our customer support, especially in urgent cases.
|
||||
|
||||
### Slack
|
||||
|
||||
If your team is on Slack, we can create a private workspace to support you more closely.
|
||||
6
apps/documentation/pages/users/teams/_meta.json
Normal file
@ -0,0 +1,6 @@
|
||||
{
|
||||
"preferences": "Preferences",
|
||||
"document-visibility": "Document Visibility",
|
||||
"sender-details": "Email Sender Details",
|
||||
"branding-preferences": "Branding Preferences"
|
||||
}
|
||||
@ -0,0 +1,16 @@
|
||||
---
|
||||
title: Branding Preferences
|
||||
description: Learn how to set the branding preferences for your team account.
|
||||
---
|
||||
|
||||
# Branding Preferences
|
||||
|
||||
You can set the branding preferences for your team account by going to the **Branding Preferences** tab in the team's settings dashboard.
|
||||
|
||||

|
||||
|
||||
On this page, you can:
|
||||
|
||||
- **Upload a Logo** - Upload your team's logo to be displayed instead of the default Documenso logo.
|
||||
- **Set the Brand Website** - Enter the URL of your team's website to be displayed in the email communications sent by the team.
|
||||
- **Add Additional Brand Details** - You can add additional information to display at the bottom of the emails sent by the team. This can include contact information, social media links, and other relevant details.
|
||||
47
apps/documentation/pages/users/teams/document-visibility.mdx
Normal file
@ -0,0 +1,47 @@
|
||||
---
|
||||
title: Document Visibility
|
||||
description: Learn how to control the visibility of your team documents.
|
||||
---
|
||||
|
||||
import { Callout } from 'nextra/components';
|
||||
|
||||
# Team's Document Visibility
|
||||
|
||||
The default document visibility option allows you to control who can view and access the documents uploaded to your team account. The document visibility can be set to one of the following options:
|
||||
|
||||
- **Everyone** - The document is visible to all team members.
|
||||
- **Managers and above** - The document is visible to team members with the role of _Manager or above_ and _Admin_.
|
||||
- **Admin only** - The document is only visible to the team's admins.
|
||||
|
||||

|
||||
|
||||
The default document visibility is set to "_EVERYONE_" by default. You can change this setting by going to the [team's general preferences page](/users/teams/preferences) and selecting a different visibility option.
|
||||
|
||||
Here's how it works:
|
||||
|
||||
- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Everyone_", the document's visibility is set to "_EVERYONE_".
|
||||
- The user can't change the visibility of the document in the document editor.
|
||||
- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Admin_" or "_Managers and above_", the document's visibility is set to the default document visibility ("_Admin_" or "_Managers and above_" in this case).
|
||||
- The user can't change the visibility of the document in the document editor.
|
||||
- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Everyone_" or "_Managers and above_", the document's visibility is set to the default document visibility ("_Everyone_" or "_Managers and above_" in this case).
|
||||
- The user can change the visibility of the document to any of these options, except "_Admin_", in the document editor.
|
||||
- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Admin_", the document's visibility is set to "_Admin_".
|
||||
- The user can't change the visibility of the document in the document editor.
|
||||
- If a user with the "_Admin_" role creates a document, and the default document visibility is set to "_Everyone_", "_Managers and above_", or "_Admin_", the document's visibility is set to the default document visibility.
|
||||
- The user can change the visibility of the document to any of these options in the document editor.
|
||||
|
||||
You can change the visibility of a document at any time by editing the document and selecting a different visibility option.
|
||||
|
||||

|
||||
|
||||
<Callout type="warning">
|
||||
Updating the default document visibility in the team's general preferences will not affect the
|
||||
visibility of existing documents. You will need to update the visibility of each document
|
||||
individually.
|
||||
</Callout>
|
||||
|
||||
## A Note on Document Access
|
||||
|
||||
The `document owner` (the user who created the document) always has access to the document, regardless of the document's visibility settings. This means that even if a document is set to "Admins only", the document owner can still view and edit the document.
|
||||
|
||||
The `recipient` (the user who receives the document for signature, approval, etc.) also has access to the document, regardless of the document's visibility settings. This means that even if a document is set to "Admins only", the recipient can still view and sign the document.
|
||||
19
apps/documentation/pages/users/teams/preferences.mdx
Normal file
@ -0,0 +1,19 @@
|
||||
---
|
||||
title: Preferences
|
||||
description: Learn how to manage your team's global preferences.
|
||||
---
|
||||
|
||||
# Preferences
|
||||
|
||||
You can manage your team's global preferences by clicking on the **Preferences** tab in the team's settings dashboard.
|
||||
|
||||

|
||||
|
||||
The preferences page allows you to update the following settings:
|
||||
|
||||
- **Document Visibility** - Set the default visibility of the documents created by team members. Learn more about [document visibility](/users/teams/document-visibility).
|
||||
- **Default Document Language** - This setting allows you to set the default language for the documents uploaded in the team account. The default language is used as the default language in the email communications with the document recipients. You can change the language for individual documents when uploading them.
|
||||
- **Sender Details** - Set whether the sender's name should be included in the emails sent by the team. Learn more about [sender details](/users/teams/sender-details).
|
||||
- **Typed Signature** - It controls whether the document recipients can sign the documents with a typed signature or not. If enabled, the recipients can sign the document using either a drawn or a typed signature. If disabled, the recipients can only sign the documents usign a drawn signature. This setting can also be changed for individual documents when uploading them.
|
||||
- **Include the Signing Certificate** - This setting controls whether the signing certificate should be included in the signed documents. If enabled, the signing certificate is included in the signed documents. If disabled, the signing certificate is not included in the signed documents. Regardless of this setting, the signing certificate is always available in the document's audit log page.
|
||||
- **Branding Preferences** - Set the branding preferences and defaults for the team account. Learn more about [branding preferences](/users/teams/branding-preferences).
|
||||
14
apps/documentation/pages/users/teams/sender-details.mdx
Normal file
@ -0,0 +1,14 @@
|
||||
---
|
||||
title: Email Sender Details
|
||||
description: Learn how to update the sender details for your team's email notifications.
|
||||
---
|
||||
|
||||
## Sender Details
|
||||
|
||||
If the **Sender Details** setting is enabled, the emails sent by the team will include the sender's name. The email will say:
|
||||
|
||||
> "Example User" on behalf of "Example Team" has invited you to sign "document.pdf"
|
||||
|
||||
If the **Sender Details** setting is disabled, the emails sent by the team will not include the sender's name. The email will say:
|
||||
|
||||
> "Example Team" has invited you to sign "document.pdf"
|
||||
@ -10,15 +10,15 @@ Documenso allows you to create templates, which are reusable documents. Template
|
||||
|
||||
To create a new template, navigate to the ["Templates" page](https://app.documenso.com/templates) and click on the "New Template" button.
|
||||
|
||||

|
||||

|
||||
|
||||
Clicking on the "New Template" button opens a new modal to upload the document you want to use as a template. Select the document and wait for Documenso to upload it to your account.
|
||||
|
||||

|
||||

|
||||
|
||||
Once the upload is complete, Documenso opens the template configuration page.
|
||||
|
||||

|
||||

|
||||
|
||||
You can then configure the template by adding recipients, fields, and other options.
|
||||
|
||||
@ -28,7 +28,7 @@ When you send a document for signing, Documenso emails the recipients with a lin
|
||||
|
||||
Documenso uses a generic subject and message but also allows you to customize them for each document and template.
|
||||
|
||||

|
||||

|
||||
|
||||
To configure the email options, click the "Email Options" tab and fill in the subject and message fields. Every time you use this template for signing, Documenso will use the custom subject and message you provided. They can also be overridden before sending the document.
|
||||
|
||||
@ -36,7 +36,7 @@ To configure the email options, click the "Email Options" tab and fill in the su
|
||||
|
||||
The template also has advanced options that you can configure. These options include settings such as the external ID, date format, time zone and the redirect URL.
|
||||
|
||||

|
||||

|
||||
|
||||
The external ID allows you to set a custom ID for the document that can be used to identify the document in your external system(s).
|
||||
|
||||
@ -50,7 +50,7 @@ You can add placeholders for the template recipients. Placeholders specify where
|
||||
|
||||
You can also add recipients directly to the template. Recipients are the people who will receive the document for signing.
|
||||
|
||||

|
||||

|
||||
|
||||
If you add placeholders to the template, you must replace them with actual recipients when creating a document from it. See the modal from the ["Use a Template"](#use-a-template) section.
|
||||
|
||||
@ -70,7 +70,7 @@ Documenso provides the following field types:
|
||||
- **Checkbox** - Collects multiple choices from the signer
|
||||
- **Dropdown/Select** - Collects a single choice from a list of choices
|
||||
|
||||

|
||||

|
||||
|
||||
After adding the fields, press the "Save Template" button to save the template.
|
||||
|
||||
@ -85,7 +85,7 @@ Click on the "Use Template" button to create a new document from the template. B
|
||||
|
||||
After filling in the recipients, click the "Create Document" button to create the document in your account.
|
||||
|
||||

|
||||

|
||||
|
||||
You can also send the document straight to the recipients for signing by checking the "Send document" checkbox.
|
||||
|
||||
|
||||
@ -1,5 +1,3 @@
|
||||
'use client';
|
||||
|
||||
import React from 'react';
|
||||
|
||||
import NextPlausibleProvider from 'next-plausible';
|
||||
|
||||
|
After Width: | Height: | Size: 123 KiB |
|
After Width: | Height: | Size: 106 KiB |
|
After Width: | Height: | Size: 96 KiB |
|
After Width: | Height: | Size: 92 KiB |
|
After Width: | Height: | Size: 65 KiB |
BIN
apps/documentation/public/embedding/copy-recipient-token.png
Normal file
|
After Width: | Height: | Size: 168 KiB |
BIN
apps/documentation/public/embedding/enable-direct-link.png
Normal file
|
After Width: | Height: | Size: 82 KiB |
BIN
apps/documentation/public/embedding/team-templates.png
Normal file
|
After Width: | Height: | Size: 136 KiB |
|
After Width: | Height: | Size: 72 KiB |
BIN
apps/documentation/public/teams/team-branding-preferences.webp
Normal file
|
After Width: | Height: | Size: 79 KiB |
|
After Width: | Height: | Size: 128 KiB |
BIN
apps/documentation/public/teams/team-preferences.webp
Normal file
|
After Width: | Height: | Size: 165 KiB |
@ -1 +0,0 @@
|
||||
# @documenso/marketing
|
||||
1
apps/marketing/ambient.d.ts
vendored
@ -1 +0,0 @@
|
||||
declare module '@documenso/tailwind-config';
|
||||
@ -1,63 +0,0 @@
|
||||
---
|
||||
title: Launching Direct Links
|
||||
description: Today, we are launching direct links to templates, a new and async way to get documents signed.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-06-17
|
||||
tags:
|
||||
- Announcement
|
||||
- Direct Links
|
||||
- Profiles
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/direct-links.png"
|
||||
width="1400"
|
||||
height="884"
|
||||
alt="Direct Links in Templats List View"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">Direct Template Links - Async signing, anytime.</figcaption>
|
||||
</figure>
|
||||
|
||||
> TLDR; We are launching direct links to templates. With direct links, a document is created from a template every time anyone signs the link. Links can be public.
|
||||
|
||||
## Sync or Async?
|
||||
|
||||
> Quick refresher on Sync vs. Async: Sync means everyone has to wait for me until they can continue their work. Async means everyone can and does their work at the time that fits best.
|
||||
|
||||
Digital signing has become almost as normalized as email when doing business. While not 100% of companies are onboarded on digital signatures yet, hardly anyone is surprised when receiving a link to sign something digitally. As we got used to the user experience of sending emails, we also got used to the experience of sending document signature requests, with all the downsides:
|
||||
|
||||
- I have to become active each time before anything can happen: I need to send a signature request
|
||||
- My counterpart has to wait for me to send: "Did you send the signing link yet?"
|
||||
- I need to monitor the requests I started for completion: "I sent you a link yesterday; please check it out."
|
||||
|
||||
## Introducing Direct Links
|
||||
|
||||
Today, we are introducing a new paradigm to signing: Async Direct Signing Links. Direct links are attached to a template and can be used anytime by anyone using the link. You set up the signature experience and flow once using all existing template mechanisms and you are done. You can provide anyone with the link so they can sign whenever they need to. You can even post the link publicly if you want to maximize its reach, i.e. for sales contracts.
|
||||
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="https://github.com/documenso/design/assets/1309312/129f690b-29b4-4a11-b9a0-14fc6648e611"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
></video>
|
||||
|
||||
## Embrace Async
|
||||
|
||||
So, how does this help anyone? You may still need to send a signature request to people, but in the cases you don't, you are not forced to anymore. Need an NDA? Check out our standing NDA link. A customer needs an updated Form W-9? Just use the company W-9 Link; it always has the most up-to-date form. You can even go as far as publicly posting a link to a software development or design contract any potential customer can sign anytime. Can they talk to you first? Sure, but if they don't need to or already have to, they go straight to the link. The process of actively sending has gotten us used to using a sync paradigm (I send, you receive and sign, and I get the result), whereas an async one (you sign whenever it suits you, and I become active only then, if at all) is way better suited. Adding more approval and signature steps makes sure you still control the outcome, but the process becomes a lot more efficient. For example, you can grab your own copy of the early adopter's pledge here if you missed it: [documen.so/pledge](https://documen.so/pledge).
|
||||
|
||||
> Take a minute to think about every signing request you send and whether they really require you to be part of the transaction. Could they be outsourced to the recipient and only reviewed once their part is done?
|
||||
|
||||
## Coming Soon: Profiles
|
||||
|
||||
The best place to put your public links will be your **Documenso profile**, which is also close to launching. We want to get a feel for how links are used and move on to profiles shortly after. Want to try out direct links? Grab a free account here to get started: [documen.so/free](https://documen.so/free).
|
||||
|
||||
As always, we want to hear from you on [Twitter / X](https://twitter.com/eltimuro) (DMs are open) or [Discord](https://documen.so/discord) if you have any questions, ideas, or comments.
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,51 +0,0 @@
|
||||
---
|
||||
title: Announcing Documenso
|
||||
description: Launching an open-source document signing tool because trusted-based products should be built on openness. The first release will be in 2023. Sign up at documenso.com to be on board.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2022-12-29
|
||||
tags:
|
||||
- Announcement
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/blog-banner-announcing-documenso.webp"
|
||||
width="1400"
|
||||
height="884"
|
||||
alt="Documenso announcement blog banner"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">Documenso — The Open Source DocuSign Alternative.</figcaption>
|
||||
</figure>
|
||||
|
||||
## TL; DR;
|
||||
|
||||
I'm launching an open source document signing tool because trust-based products should be built on openness. The first release will be in 2023. Sign up at <a href="https://documenso.com" target="_blank">documenso.com</a> and get on board.
|
||||
|
||||
## Let’s build the world’s most trusted document-signing tool.
|
||||
|
||||
Today I'm excited to announce my new project Documenso. Documenso is an open source document signing tool you can host yourself and freely build upon because it's, you know, open source. Before I get more into the details of what and when will be launched I want to take a moment and talk about why.
|
||||
|
||||
## Digital signing is great
|
||||
|
||||
Signing Documents digitally has countless benefits: Less struggle with printing, less wasting paper, faster request delivery, easier changes, easier coordination of people far away, verifiable document integrity, and verifiable signer identity (this is a vast topic, will write more on soon), easier storage and search of signed documents, the list goes on. Digital Signatures take something very old and very trusted like personally signing documents into the digital space, adding the benefits listed above. It also introduces a new party to every signing transaction, the signing tool providers. What was peer to peer transaction before, now goes through an intermediary. While this isn't a problem in itself, it should make us think about how we want these providers of trust to work.
|
||||
|
||||
## How do we build trusted systems?
|
||||
|
||||
While doing research for Documenso I came upon a quote that expresses the current state of document signing pretty well:
|
||||
|
||||
> Document signing is NOT a technical problem. [Editor’s Note: Because it was solved technically a long time ago] It’s a legal acceptance problem — and everyone KNOWS DocuSign and friends and understands how they’re admissible. Anything else would have to compete with that and people would be suspicious of it for a long time.
|
||||
|
||||
While this may sound like a hurdle at first, it immediately gave me a sense of validation for a more open approach to signing. People will and should be suspicious of their tools and demand a high bar when it comes to trust. And the way to earn this trust is by being open. Trusted tools should be the result of thoughtful discussion and reviews. They should be the result of the needs and will of its community. They should be transparent, adaptable, and empowering while using. Open Source embodies these values very well for software, which makes it a perfect fit for this space and creating a high-trust tool.
|
||||
|
||||
## Next Steps
|
||||
|
||||
So, what can you expect from here on out? I've started to build Documenso 0.1 which is scheduled to release in “early” 2023. If you're interested in helping make this happen, let me know via [hi@documenso.com](mailto:hi@documenso.com). Getting working code into the hands of the perspective Documenso community is currently the #1 goal. Other than that I'll be releasing several articles about document signing and what something like Documenso should look like, in my humble opinion. So stay tuned!
|
||||
|
||||
If you think Documenso is worthy of support, please share <a href="https://documenso.com" target="_blank">documenso.com</a> with anyone interested, and sign up to be among the first to try out version 0.1 as soon as it launches.
|
||||
|
||||
Cheers from Hamburg
|
||||
|
||||
Timur
|
||||
@ -1,68 +0,0 @@
|
||||
---
|
||||
title: Documenso Profiles Are Here
|
||||
description: Today, we are launching Documenso Profiles, a new way to let your peers sign your documents.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-07-01
|
||||
tags:
|
||||
- Announcement
|
||||
- Direct Links
|
||||
- Profiles
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/profile1.png"
|
||||
width="1260"
|
||||
height="1260"
|
||||
alt="Documenso Profile of Timur"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">Let people sign anytime with Documenso Profiles. Try it [with my profile](https://app.documenso.com/p/timur).</figcaption>
|
||||
</figure>
|
||||
|
||||
> TLDR; We are launching a Documenso Profile where you can display your templates for everyone to sign at any time.
|
||||
|
||||
## Introducing Documenso Profiles
|
||||
|
||||
Today, I’m excited to announce that we are launching Documenso Profiles 🎉 While we have been focussing on the conventional signing experience so far, Direct Links and now profiles are our first steps to bring some long-awaited innovation back to digital signatures.
|
||||
|
||||
Documenso Profiles allows you to share any template with a public link in a very easy-to-understand way. Adding templates to your profiles allows everyone to sign your documents just when they need to. Forms, NDAs, Disclaimers, and even contracts are now available anytime they are needed. Profiles turn the classic signing flow on its head by letting the recipient sign first before the document’s owner becomes active. Booking links (e.g., Cal.com) and customer self-service portals (e.g., Stripe Billing Portal) are becoming the norm, so it’s time we did the same for signing.
|
||||
|
||||
## The Best Way to Share Your Singing Links
|
||||
|
||||
With profiles, we want to offer you the best way to share your standing Documenso Template Links in a public place. You can add your Documenso Profile to your social profiles, Email footer, Video Description, or wherever your audience, customers, and partners interact with you. The profile will be a public, trusted place to ensure you know who you are dealing with.
|
||||
|
||||
Looking at the classical social media fake profile problem, we know this is tricky to achieve. We will pay close attention to how profiles are used and how we can help the community use them easily and securely. As a first step towards this direction, we are introducing a trust badge next to your name. There will be 3 levels to start:
|
||||
|
||||
- Free Users: No Badge
|
||||
- Paid Users: Green Badge
|
||||
- Early Adopters: Gold Badge
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/profile2.png"
|
||||
width="1260"
|
||||
height="1260"
|
||||
alt="Documenso Profile Edit Screen"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">Add and remove templates anytime.</figcaption>
|
||||
</figure>
|
||||
|
||||
## An Open Economy built on Documenso
|
||||
|
||||
We see offering profiles as a first step towards creating a full economy on top of the open signing ecosystem we envision. While we want to keep building the product with the community, we also want an economy to grow on the open tech we create. This includes using the tech (profiles) or offering service on top of the tech (hosting and customization). Our ecosystem is still young, and the goal is not to have Documenso Inc. as the only commercial actor but to fill our own niche in a global and thriving open ecosystem. One of our guiding principles is solving things once and for all. While our focus will be on the core signing product, we want to enable others to offer templates for use on profiles or privately. A lot of contracts, forms, and other paperwork have been recreated countless times. Offering high-quality, peer-reviewed templates is a natural extension of the current platform. There will be free templates, offered as marketing for their creators, and paid templates, offered as actual products.
|
||||
|
||||
## What's next
|
||||
|
||||
While an open signing economy is really exciting, we know it will take time to mature. Building out a mature ecosystem for builders and entrepreneurs takes time. While this aspect of Documenso matures, we will be focussing on the core of the platform: Letting you integrate and embed Documenso wherever you want it.
|
||||
|
||||
If you already have a Documenso account, you can [activate your profile here](https://app.documenso.com/settings/public-profile).
|
||||
Don’t have an account and want to check out profiles? You can do so using our [free plan](https://documen.so/free).
|
||||
|
||||
As always, we want to hear from you on [Twitter / X](https://twitter.com/eltimuro) (DMs are open) or [Discord](https://documen.so/discord) if you have any questions, ideas, or comments.
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,73 +0,0 @@
|
||||
---
|
||||
title: 21 CFR Part 11 is here, and so is Vial.com
|
||||
description: We launched Vial.com with a 21 CFR Part 11 compliant setup. Reach out if 21 CFR Part 11 compliance is among your needs.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-07-18
|
||||
tags:
|
||||
- Vial.com
|
||||
- 21 CFR Part 11
|
||||
- Compliance
|
||||
---
|
||||
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="/blog/vial.webm"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
></video>
|
||||
<figcaption className="text-center">
|
||||
Vial.com uses Documenso for 21 CFR Part 11 compliant signing.
|
||||
</figcaption>
|
||||
|
||||
> TLDR; We launched Vial.com on Documenso and are open for 21 CFR Part 11 business.
|
||||
|
||||
# What is 21 CFR
|
||||
You have never heard of 21 CFR Part 11? You are in good company since most people haven't. If you have, you probably work in an industry regulated by the U.S. Food and Drug Administration (FDA). Title 21 of the Code of Federal Regulations (CFR) is dedicated to detailing FDA-regulated business, and sub-part 11 sets out guidelines for using electronic signatures in this highly regulated field. Hence, 21 CFR Part 11 is highly relevant for regulated industries that aim to employ digital signatures. The guidelines set out in 21 CFR Part 11 aim to provide trustworthy, reliable, and equivalent to paper records and handwritten signatures. All Industries that fall under the FDA's regulation, e.g. pharmaceuticals, biotechnology, medical devices, and biologics, must comply with these rules when choosing or creating systems for electronic signatures.
|
||||
|
||||
Compliance with 21 CFR Part 11 is crucial for companies to use electronic records and signatures in their operations legally. It affects how companies manage documentation, conduct audits, and maintain regulatory submissions. Non-compliance can result in legal penalties, rejected submissions, and delays in product approvals, emphasizing the importance of adhering to these guidelines in FDA-regulated activities.
|
||||
|
||||
# Vial.com
|
||||
Vial is a technology company on a mission to advance programs to market through computationally designed therapeutics and cost-effective clinical trials. It is imperative that Vial manages this process securely, effectively, and highly compliant. By leveraging it's modern platform, Vial aims to accelerate drug development and, ultimately, time to market for new therapies. You can learn more about them [here](https://vial.com/about-us).
|
||||
|
||||
[Together](https://documen.so/vial-documenso), Documenso and Vial set out to create the first open-source, 21 CFR Part 11 compliant signing solution. After iterating over the product together, Vial moved their operation from DocuSign, a known legacy signing provider, to a Documenso Enterprise plan. We are very happy to be able to support Vial’s mission by fulfilling our own: bringing open signing and all its innovation to where it's needed.
|
||||
|
||||
# 21 CFR Part 11 on Documenso Highlights
|
||||
21 CFR Part 11 is a highly complex statute, and going into the all design rationales and the following implementation details, deserves its own article later. For now, I want to share a few notable highlights.
|
||||
|
||||
## The Full Experience
|
||||
We implemented 21 CFR Part 11, keeping the main user experience of Documenso intact. Our 21 CFR module is not separate but natively integrated into all Documenso flows, thus not sacrificing usability for compliance. This also means most (if not all) advanced features we offer are usable in a compliant way. This prevents customers from being trapped in an anti-innovation bubble, not allowing access to new features for fear of non-compliance.
|
||||
|
||||
## Action Reauth Using Passkeys
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="/blog/vial2.webm"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
controls
|
||||
></video>
|
||||
<figcaption className="text-center">
|
||||
Using passkeys (used here via fingerprint scanner) is the smoothest way to re-authenticate.
|
||||
</figcaption>
|
||||
|
||||
|
||||
One of the requirements affecting day-to-day life the most is the requirement to actually reauthenticate every signature placed on a document. While we can't change that, we can help make the reauthentication as painless as possible. To this end, we opted for passkeys. While Documenso supports passkeys to log in, they are also supported to authenticate signing on a per-signature level as part of the Documenso Enterprise Plan. The user still has to authenticate every signature but can now do so from the comfort of their passkey provider, be that 1Password, their browser, or any other provider.
|
||||
|
||||
## Direct Links
|
||||
We recently launched [Direct Template Links](https://documen.so/direct-links), a new way to let people sign and fill out forms. Links can be completed anytime, creating a new document in the process. Direct Links are also 21 CFR part 11 compliant, using action reauthentication, audit log, and all other compliance requirements.
|
||||
|
||||
# Documenso Enterprise Plan
|
||||
With the successful launch of Vial, we are now open for business. 21 CFR Part 11 compliance is part of the Documenso Enterprise plan, which includes all regulations we currently support and upcoming additions. While the pricing depends heavily on your needs and scale, we offer fixed-price plans for better predictability for both sides. In our experience, volume-based pricing is a legacy headache we want to avoid.
|
||||
|
||||
If you are FDA-regulated and looking for a modern signing solution, we are happy to discuss your requirements in detail. You can write us (hi@documenso.com) or contact [our enterprise team](https://documen.so/21cfr) at any time or stage.
|
||||
|
||||
If you have any questions or comments, please reach out on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord).
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
|
||||
@ -1,98 +0,0 @@
|
||||
---
|
||||
title: 'Building Documenso — Part 1: Certificates'
|
||||
description: Let's take a look why you need a signing certificate and how Documenso does it.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2023-06-23
|
||||
tags:
|
||||
- Open Source
|
||||
- Document Signature
|
||||
- Certificates
|
||||
- Signing
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/blog-banner-building-documenso.webp"
|
||||
width="1200"
|
||||
height="675"
|
||||
alt="Building Documenso blog banner"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
What actually is a signature?
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
> Disclaimer: I’m not a lawyer and this isn’t legal advice. We plan to publish a much more specific framework on the topic of signature validity.
|
||||
|
||||
This is the first installment of the new Building Documenso series, where I describe the challenges and design choices that we make while building the world’s most open signing platform.
|
||||
|
||||
As you may have heard, we launched the community-reviewed <a href="https://github.com/documenso/documenso" target="_blank">version 0.9 of Documenso on GitHub</a> recently and it’s now available through the early adopter’s plan. One of the most fundamental choices we had to make on this first release, was the choice of certificate. While it’s interesting to know what we opted for, this shall also serve as a guide for everyone facing the same choice for self-hosting Documenso.
|
||||
|
||||
> Question: Why do I need a document signing certificate to self-host?
|
||||
>
|
||||
> Short Answer: Inserting the images of a signature into the document is only part of the signing process.
|
||||
|
||||
To have an actual digitally signed document you need a document signing certificate that is used to create the digital signature that is inserted into the document, alongside the visible one¹.
|
||||
|
||||
When hosting a signature service yourself, as we do, there are four main choices for handling the certificate: Not using a certificate, creating your own, buying a trusted certificate, and becoming and trusted service provider to issue your own trusted certificate.
|
||||
|
||||
## 1\. No Certificate
|
||||
|
||||
A lot of signing services actually don’t employ actual digital signatures besides the inserted image. The only insert and image of the signatures into the document you sign. This can be done and is legally acceptable in many cases. This option isn’t directly supported by Documenso without changing the code.
|
||||
|
||||
## 2\. Create your own
|
||||
|
||||
Since the cryptography behind certificates is freely available as open source you could generate your own using OpenSSL for example. Since it’s hardly more work than option 1 (using Documenso at least), this would be my minimum effort recommendation. Having a self-created (“self-signed”) certificate doesn’t add much in terms of regulation but it guarantees the document’s integrity, meaning no changes have been made after signing². What this doesn’t give you, is the famous green checkmark in Adobe Acrobat. Why? Because you aren’t on the list of providers Adobe “trusts”.³
|
||||
|
||||
## 3\. Buy a “trusted” certificate.
|
||||
|
||||
There are Certificate Authorities (CAs) that can sell you a certificate⁴. The service they provide is, that they validate your name (personal certificates) or your organization’s name (corporate certificate) before creating your certificate for you, just like you did in option 2. The difference is, that they are listed on the previously mentioned trust lists (e.g. Adobe’s) and thus the resulting signatures get a nice, green checkmark in Adobe Reader⁵
|
||||
|
||||
## 4\. Becoming a Trusted Certificate Authority (CA) yourself and create your own certificate
|
||||
|
||||
This option is an incredibly complex endeavour, requiring a lot of effort and skill. It can be done, as there are multiple CAs around the world. Is it worth the effort? That depends a lot on what you’re trying to accomplish.
|
||||
|
||||
<center>. . .</center>
|
||||
|
||||
## What we did
|
||||
|
||||
Having briefly introduced the options, here is what we did: Since we aim to raise the bar on digital signature proliferation and trust, we opted to buy an “Advanced Personal Certificates for Companies/Organisations” from WiseKey. Thus, documents signed with Documenso’s hosted version look like this:
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/blog-fig-building-documenso.webp"
|
||||
width="1262"
|
||||
height="481"
|
||||
alt="Figure 1"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">The famous green checkmark: Signed by hosted Documenso</figcaption>
|
||||
</figure>
|
||||
|
||||
There weren’t any deeper reasons we choose WiseKey, other than they offered what we needed and there wasn’t any reason to look much further. While I didn’t map the entire certificate market offering (yet), I’m pretty sure something similar could be found elsewhere. While we opted for option 3, choosing option 2 might be perfectly reasonable considering your use case.⁶
|
||||
|
||||
> While this is our setup, for now, we have a bigger plan for this topic. While globally trusted SSL Certificates have been available for free, courtesy of Let’s Encrypt, for a while now, there is no such thing as document signing. And there should be. Not having free and trusted infrastructure for signing is blocking a completely new generation of signing products from being created. This is why we’ll start working on option 4 when the time is right.
|
||||
|
||||
Do you have questions or thoughts about this? As always, let me know in the comments, on <a href="http://twitter.com/eltimuro" target="_blank">twitter.com/eltimuro</a>
|
||||
or directly: <a href="https://documen.so/timur" target="_blank">documen.so/timur</a>
|
||||
|
||||
Join the self-hoster community here: <a href="https://documen.so/discord" target="_blank">https://documen.so/discord</a>
|
||||
|
||||
Best from Hamburg
|
||||
|
||||
Timur
|
||||
|
||||
\[1\] There are different approaches to signing a document. For the sake of simplicity, here we talk about a document with X inserted signature images, that is afterward signed once the by signing service, i.e. Documenso. If each visual signature should have its own digital one (e.g. QES — eIDAS Level 3), the case is a bit more complex.
|
||||
|
||||
\[2\] Of course, the signing service provider technically can change and resign the document, especially in the case mentioned in \[1\]. This can be countered by requiring actual digital signatures from each signer, that are bound to their identity/ account. Creating a completely trustless system in the context however is extremely hard to do and not the most pressing business need for the industry at this point, in my opinion. Though, this would be nice.
|
||||
|
||||
\[3\] Adobe, like the EU, has a list of organizations they trust. The Adobe green checkmark is powered by the Adobe trust list, if you want to be trusted by EU standards here: <a href="https://ec.europa.eu/digital-building-blocks/DSS/webapp-demo/validation" target="_blank">https://ec.europa.eu/digital-building-blocks/DSS/webapp-demo/validation</a>, you need to be on the EU trust list. Getting on each list is possible, though the latter is much more work.
|
||||
|
||||
\[4\] Technically, they sign your certificate creation request (created by you), containing your info with their certificate (which is trusted), making your certificate trusted. This way, everything you sign with your certificate is seen as trusted. They created their certificate just like you, the difference is they are on the lists, mentioned in \[3\]
|
||||
|
||||
\[5\] Why does Adobe get to say, what is trusted? They simply happen to have the most used pdf viewer. And since everyone checks there, whom they consider trusted carries weight. If it should be like this, is a different matter.
|
||||
|
||||
\[6\] Self-Signed signatures, even purely visual signatures, are fully legally binding. Why you use changes mainly your confidence in the signature and the burden of proof. Also, some industries require a certain level of signatures e.g. retail loans (QES/ eIDAS Level 3 in the EU).
|
||||
@ -1,117 +0,0 @@
|
||||
---
|
||||
title: 'Building Documenso — Part 2: Signature Validity'
|
||||
description: Is a signature valid? And what does that mean? It's a surprisingly complex question; let's take a look.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-04-05
|
||||
tags:
|
||||
- Document Signature
|
||||
- Certificates
|
||||
- Signing
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/eu-validate-1.png"
|
||||
width= "650"
|
||||
height= "650"
|
||||
alt= "A report card for signature validity."
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
If a tree does not comply with the EU trust list, does it make a sound when validating?r
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
> TLDR; Signatures can be valid and compliant for different signature levels, even if some validators show higher-level errors. Not all helpful security measures are mandated by law.
|
||||
|
||||
# A valid question
|
||||
|
||||
A few days ago, an early adopter brought up this question in our [Discord](https://documen.so/discord):
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/eu-validate-2.png"
|
||||
width= "650"
|
||||
height= "650"
|
||||
alt= "A report card for signature validity."
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
You can check out the validator here: [https://documen.so/eu-validator](https://documen.so/eu-validator)
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
For those unfamiliar with the tool, he used the validator tool of the EU's Digital Signature Service (DSS) Framework to check the signature of a document signed with Documenso. The EU provides this tool to help users and providers check the validity level of their signatures.
|
||||
|
||||
A short refresher from [Building Documenso — Part 1: Certificates](https://documen.so/certs):
|
||||
|
||||
> Documenso inserts all visual signatures into the document and then seals it using the "Documenso Inc." corporate certificate. This makes the resulting PDF document tamper-proof and guarantees it hasn't changed since signing.
|
||||
|
||||
Before we answer if the document was signed correctly, we need to understand what the goal was.
|
||||
|
||||
There are three signature levels in the European eIDAS regulation:
|
||||
|
||||
1. **Simple Electronic Signatures (Level 1/ SES):** This is just a visual signature or even a checkbox on a document.
|
||||
|
||||
2. **Advanded Electronic Signatures (Level 2/ AES)**: An actual crypographic signature (not just a seal on the whole document, but a specific signature), using a certificate linked to the identification data of the signer.
|
||||
|
||||
3. **Qualified Electronic Signatures (Level 3/ QES):** Same as 2. but done by a government-certified entity on certified hardware and after identifying the signer with an official ID document (e.g., passport)
|
||||
|
||||
> 💡 Side Note: Number 2 (AES) is how most people imagine digital signatures. But most of the market uses 1. plus a seal on the whole document under the name of the signing provider (e.g., Documenso). The signer's data is only inserted visually, not in the actual signature. Why? One of the reasons is that it's much easier, and without a readily available open source framework to draw from, it is quite tricky to build. This is something we aim to build (which many have done) and open source (which no one has done).
|
||||
|
||||
From the perspective of eIDAS, Documenso offers Level 1/ SES signatures since it does not adhere to all of the requirements of Level 2/ AES. This means that, technically, there is no legal need to seal the document to achieve this level of validity (at least within eIDAS). We do it anyway since it improves the level of confidence users can have in the signed document. Sealing the document, even though not legally required, is a great example of Documenso's approach to signatures. First, we aim to provide all legal requirements for a given use case. Then, we add any protection that can be added without unwarranted friction to the creation of the signature.
|
||||
|
||||
## Not if valid, but how valid
|
||||
|
||||
**Q: So, is the signature in the image valid?**
|
||||
|
||||
A: Yes, as an eidas Level 1 SES.
|
||||
|
||||
**Q: Then why does it say "Unable to build a certificate chain up to a trusted list"**
|
||||
|
||||
A: The certificate we use to seal the document after inserting the signatures is not on the EU Trust list.
|
||||
|
||||
**Q: Does that mean it is less secure?**
|
||||
|
||||
A: No, it means the provider (Wisekey) is not on a list maintained by the EU. The cryptographic signature is just as strong as any other
|
||||
|
||||
For someone who does not deal with this stuff daily, this can be hard to comprehend. Whether you use a certificate you generated yourself, one generated by a certificate authority (CA) like Wisekey, or one by another on the EU trust list (e.g., Bundesdruckerei), the cryptographic security guaranteeing that the document has not been tampered with is always the same. Many providers like Documenso, DocuSign, PandaDoc, and Digisigner all use this method for their regular plans. That means if you were to run a document signed by them through the validator above, the result would be the same[1]. The interesting question is why? Why do it like this?
|
||||
|
||||
## Certificate Infrastructure is broken
|
||||
|
||||
While there are some actual expenses involved in providing AES and QES, the blunt reality is that it's just good business to charge for them per signature, making it unsuitable for the "standard offerings"; almost no one has the resources to set this up themselves. While this initial process of becoming a QES-certified entity is really expensive, selling the certificates afterward is very lucrative. This leads to less innovation in the space and only big players providing these high-compliance services. Even certificates only used to seal documents without being QES certified are sold for a large range of prices, and they cost almost nothing to produce.
|
||||
|
||||
## Why Though?
|
||||
|
||||
**Q: Why do people buy a certificate for money and not just generate one themselves? Isn't the cryptographic security the same?**
|
||||
|
||||
A: Self-generated certificates are not recognized for higher-level compliance signatures like QES
|
||||
|
||||
**Q: So if you don't need higher-level signatures, you could just generate one yourself?**
|
||||
|
||||
A: Yes, you could. Since eIDAS Level 1 does not require a cert, you could use your own.
|
||||
|
||||
**Q: Why don't more people?**
|
||||
|
||||
A: One reason is that apart from the EU trust list, there are others, like the Adobe trust list. While not legally required, being on that one (like Wisekey) gives you a green checkmark in Adobe PDF, which is how most people check signature validity.
|
||||
|
||||
**Q: Not a question, but all of this sounds weird**
|
||||
|
||||
A: It is. This is one of the reasons why Documenso exists. We plan to make this easier.
|
||||
|
||||
**Q: How?**
|
||||
|
||||
A: By explaining and providing easy-to-use tools and eventually free, highly compliant signature certificates for everyone.
|
||||
|
||||
Eventually, we plan to start a free certificate authority called Let's Sign, named after another instituion that broke the paid certificate paradigm to the benefit of the internet: [Let's Encrypt](https://letsencrypt.org/).
|
||||
|
||||
As always, feel free to connect on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments.
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
\
|
||||
\
|
||||
\
|
||||
[1] The signature format (e.g. PKCS7-B) will vary. It's the format what the signature inserted into the document looks like. eIDAS itself does not specifically require any given format, but the PAdES defined by the EU is mostly used by european providers.
|
||||
@ -1,87 +0,0 @@
|
||||
---
|
||||
title: Commodifying Signing
|
||||
description: We are creating signing as a public good and are commoditizing it to make it cheaper and better.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-01-25
|
||||
tags:
|
||||
- Vision
|
||||
- Mission
|
||||
- Open Source
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/lighthouse.jpeg"
|
||||
width="650"
|
||||
height="650"
|
||||
alt="A lighthouse on a tiny island."
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Lighthouses are often used as an example of a public good; As they benefit all maritime users, but no one can be excluded from using them as a navigational aid. Use by one person neither prevents access by other people, nor does it reduce availability to others.
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
# Commodifying Signing
|
||||
|
||||
> TLDR; We are creating signing as a public good and are commoditizing it to make it cheaper and better.
|
||||
|
||||
While we are in full-on building mode with Documenso, I think a lot about the big picture of what we are attempting to do. One phrase that keeps popping up is, "We are commodifying signing." Let's dig deeper into what that means.
|
||||
|
||||
Let's start with why we are doing this. Documenso's mission is to solve the domain of signing once and for all for everyone. In so many calls, I hear stories about how organizations build their own solution because the existing ones are too expensive or need to be more flexible. That means not hundreds but probably thousands of companies worldwide have done the same. This is simply wasting humanity's time. Since digital signing systems are understood well enough that seemingly "everyone" can build them, given enough pain, It's time to do it once correctly.
|
||||
|
||||
## Is signing already a commodity?
|
||||
|
||||
> In economics, a **commodity** is an economic good, usually a resource, that has explicitly full or substantial fungibility: that is, the market treats instances of the good as equivalent or nearly so with no regard to who produced them.
|
||||
|
||||
That sounds like the signing market today. There is no shortage of signing providers, and you can get similar signing services from many places. So why is this different from what we want, and why does this not satisfy the market?
|
||||
|
||||
- Signing is expensive and painful when you are locked into your vendor, and they charge by signing volume.
|
||||
- Signing is also expensive and painful when you have to build it yourself since no vendor fits your requirements or you are not allowed to
|
||||
|
||||
To understand why, we need to look at the landscape as it is today:
|
||||
|
||||
- **Commodity**: Signing SaaS
|
||||
- **Private Goods**: Signing Code Base, Regulatory Know-How
|
||||
- **Public Goods**: Web Tech, Digital Signature Algorithms and Standards
|
||||
|
||||
What the current players have done is to commodify the listed public goods into commercial products:
|
||||
|
||||
> […]the action and process of transforming goods, services, ideas, nature, personal information, people, or animals into commodities.
|
||||
> (Let's ignore the end of that list for now and what it says about humanity, yikes)
|
||||
|
||||
While this paradigm brought digital signing to many businesses worldwide, we aim for a different future. To solve signing once and for all, we need to achieve two core points:
|
||||
|
||||
- Making it cheaper so it's profitable for everyone to use
|
||||
- Making it more accessible so everyone can use it (e.g. regulated industries) and flexible enough (extendable, open).
|
||||
|
||||
To achieve this, we must transform the landscape to look like this:
|
||||
|
||||
- **Commodities**: Enterprise Components, Support, Hosting, Self-Host Licenses
|
||||
- **Public Goods**: (no longer private): OS (Open Source) Signing Code Base, OS Regulatory Know-How
|
||||
- **Public Goods**: OS Web Tech, Digital Signature Algorithms and Standards
|
||||
|
||||
## Raising the Bar
|
||||
|
||||
Before creating a commodity, we are raising the bar of what the underlying public good is. Having an open source singing framework you can extend, self-host, and understand makes the resulting solution much more accessible and extendable for everyone. Now for the final feat of making signing cheaper:
|
||||
|
||||
As we have seen, signing has already been commodified. But since it was done by a closed source and, frankly, a very opaque industry, no downward price spiral has ensued. By building Documenso open source with an open culture, we can pierce the veil and trigger what the space has been missing for a long time: Commoditization. If you had to read that again, so did I:
|
||||
|
||||
> In business literature, **commoditization** is defined as the process by which goods that have economic value and are distinguishable in terms of attributes (uniqueness or brand) become simple commodities in the eyes of the market or consumers.
|
||||
|
||||
By only selling what creates value for the customer (hosting a highly available service, keeping it compliant, supporting with technical issues and challenges, preparing industry-specific components), we are commoditizing signing since everyone can do it now: The resources enabling it are public goods, aka. open source. A leveled playing field, as described above, is the perfect environment for a community-first, technology-first, and value-first company like Documenso to flourish.
|
||||
|
||||
## Changing the Game
|
||||
|
||||
In this new world, a company needing signing (literally every company) can decide if the ROI (Return on Investment) of building signing themselves is greater than simply paying for the value-added activities they will need anyway. Pricing our offering not on volume but fixed is a nice additional wedge into the market we intend to use here.
|
||||
|
||||
The market dynamic now changes to who can offer the greatest value added to the public goods, driving the price down as this can be done much more efficiently than locking customers into closed source SaaS. Documenso, being a lean company, which we intend to stay with for a long time, will help kickstart this effect. Open Source capital efficiency is real. Our planned enterprise components, hosting support, and partner ecosystem will all leverage this effect.
|
||||
|
||||
We will grow our community around the public good, the open-source repo, and create an ecosystem around the commodities built on top of it (components, hosting, compliance, support). We will solve signing once and for all, and the world will be better for it. Onwards.
|
||||
|
||||
As always, feel free to connect on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments.
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,96 +0,0 @@
|
||||
---
|
||||
title: Creating an Efficient Statement of Work Approval Process with Documenso
|
||||
description: Submitting statements of work can be a drag on morale and project efficiency. Let's look at how to create a modern, low-friction workflow for this.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-07-23
|
||||
tags:
|
||||
- Freelancer
|
||||
- Statement of Work
|
||||
- Productivity
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/sov.webp"
|
||||
width="1400"
|
||||
height="884"
|
||||
alt="Working papers image"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">Fine-tune your process using custom role for everyone involved.</figcaption>
|
||||
</figure>
|
||||
|
||||
> TLDR; Statements of Work detail what needs to be done. Automate sending and approving them using Documenso and Zapier.
|
||||
|
||||
## What is a Statement of Work
|
||||
|
||||
A statement of work is a detailed document that outlines what needs to be done in a project. It covers the project's scope, objectives, and deliverables, laying out all the tasks, deadlines, and milestones. The statement of work also spells out who’s responsible for what, ensuring everyone’s on the same page. It’s a roadmap that keeps both clients and service providers aligned and ensures the project stays on track from start to finish.
|
||||
|
||||
In the context of freelance work, the statement of work is a document that outlines the details of a project between a freelancer and their client. It's a concrete work to be agreed upon and tracked after completion. The statement of work is created after the [proposal is accepted](https://documen.so/freelance-proposal) and the [contract signed](https://documen.so/freelance-contract).
|
||||
|
||||
## What does a good workflow look like?
|
||||
|
||||
### 1. Create the statement of work
|
||||
|
||||
The team at Zapier created a [excellent guide](https://zapier.com/blog/statement-of-work-template/), which goes into the statement of work. There is a short checklist:
|
||||
|
||||
- Project Context/ Current Scope
|
||||
- Objectives for this piece of work
|
||||
- Scope (tasks, activities, and limits)
|
||||
- Requirements (e.g., technical and regulatory)
|
||||
- Deliverables to be created
|
||||
- Roles and Responsibilities
|
||||
|
||||
### 2. Get approval from subject matter experts (optional)
|
||||
|
||||
Since a statements of work can be very technical, having professionals from either side approve it first can be sensible. This can avoid double or unnecessary work and minimize the chances of misunderstandings. If this makes sense, it depends heavily on the scale of the project and the level of insight of the professional providing it.
|
||||
|
||||
### 3. Let the client sign off
|
||||
|
||||
Having the client sign off on the concrete work is the central step of the statement of work workflow. Assuming the document’s content is correct, getting the go-ahead ensures everyone is aligned and clear on what should and will be worked on.
|
||||
|
||||
### 4. Inform other Stakeholders (optional)
|
||||
|
||||
Depending on the scale of the organizations working together, other people may need to be kept in the loop. This could be accounting on either side, project managers, or other interested parties.
|
||||
|
||||
## Fine-Tuning the Flow with Custom Roles
|
||||
|
||||
<figure>
|
||||
<MdxNextImage src="/blog/roles.webp" width="1400" height="884" alt="Documenso Roles UI" />
|
||||
<figcaption className="text-center">
|
||||
Let's take a look at what it would look like with Documenso.
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
### 1. Creating the Document: Templates vs. Custom Document
|
||||
|
||||
[Creating a template](https://docs.documenso.com/users/templates) can make sense if you submit statements of work regularly. If you create a Documenso Template, you can add [dynamic text and number fields](https://docs.documenso.com/users/signing-documents/fields) to be filled out when using the template. Another approach to this is creating a template on a document service like Google Docs, filling out a new copy, and uploading the custom-created document to Documenso.
|
||||
|
||||
Different parts of this process can be automated using the [Zapier Documenso Integration](https://documen.so/zapier) as desired:
|
||||
|
||||
- Automatically sending out a template to be filled out and signed
|
||||
- Creating a document in Documenso from a newly created document in Google Docs
|
||||
- Triggering sending a document created from either template or automation
|
||||
|
||||
### 2. Approvals
|
||||
|
||||
Looping in subject matter experts can easily be done using the approver role. This role allows you to complete a document without blocking the signing. This means the client can sign a document, even if the approval is not yet in place, removing friction. However, having the approval denied will stop the document from being completed and let everyone know there are corrections to be made. A software version of this is possible, having the expert in a viewer role and marking the document as seen without the option to block.
|
||||
|
||||
### 3. Signers
|
||||
|
||||
Looping in the client is done by adding one or more signer roles. Signer roles require recipients to place at least one signature to fulfill their part in the flow.roles
|
||||
|
||||
### 4. BCC
|
||||
|
||||
You can add one or several BCC roles to inform interested parties, e.g., accounting or project managers. As the process finishes, BCC recipients receive a copy of the completed document (assuming it completes and is not blocked). Using BCC roles automates filling in everyone who is only interested in the outcome and wants to avoid involvement in the steps leading up to it.
|
||||
|
||||
### Conclusion
|
||||
|
||||
Streamlining your statement of work approval process with Documenso can significantly improve productivity and ease. Using templates, dynamic fields, and Zapier integrations, you can create a smooth, efficient workflow from start to finish. Adding roles for experts, signers, and BCC recipients tailors the process to fit your project's needs, ensuring everyone stays on the same page.
|
||||
|
||||
An efficient SOW process saves time and improves communication, letting you focus on delivering great work. We're excited to hear your thoughts and experiences—reach out on [Twitter / X](https://twitter.com/eltimuro) (DMs are open) or [Discord](https://documen.so/discord) if you have any questions, ideas, or comments.
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,198 +0,0 @@
|
||||
---
|
||||
title: 'Deploying Documenso with Vercel, Supabase and Resend'
|
||||
description: This is the first part of the new Building Documenso series, where I describe the challenges and design choices that we make while building the world’s most open signing platform.
|
||||
authorName: 'Ephraim Atta-Duncan'
|
||||
authorImage: '/blog/blog-author-duncan.jpeg'
|
||||
authorRole: 'Software Engineer Intern'
|
||||
date: 2023-09-08
|
||||
tags:
|
||||
- Open Source
|
||||
- Self Hosting
|
||||
- Tutorial
|
||||
---
|
||||
|
||||
In this article, we'll walk you through how to deploy and self-host Documenso using Vercel, Supabase, and Resend.
|
||||
|
||||
You'll learn:
|
||||
|
||||
- How to set up a Postgres database using Supabase,
|
||||
- How to install SMTP with Resend,
|
||||
- How to deploy your project with Vercel.
|
||||
|
||||
If you don't know what [Documenso](https://documenso.com/) is, it's an open-source alternative to DocuSign, with the mission to create an open signing infrastructure while embracing openness, cooperation, and transparency.
|
||||
|
||||
## Prerequisites
|
||||
|
||||
Before we start, make sure you have a [GitHub](https://github.com/signup) account. You also need [Node.js](https://nodejs.org/en) and [npm](https://www.npmjs.com/) installed on your local machine (note: you also have the option to host it on a cloud environment using Gitpod for example; that would be another post). If you need accounts on Vercel, Supabase, and Resend, create them by visiting the [Vercel](https://vercel.com/), [Supabase](https://supabase.com/), and [Resend](https://resend.com/) websites.
|
||||
|
||||
Checklist:
|
||||
|
||||
- [ ] Have a GitHub account
|
||||
- [ ] Install Node.js
|
||||
- [ ] Install npm
|
||||
- [ ] Have a Vercel account
|
||||
- [ ] Have a Supabase account
|
||||
- [ ] Have a Resend account
|
||||
|
||||
## Step-by-Step guide to deploying Documenso with Vercel, Supabase, and Resend
|
||||
|
||||
To deploy Documenso, we'll take the following steps:
|
||||
|
||||
1. Fork the Documenso repository
|
||||
2. Clone the forked repository and install dependencies
|
||||
3. Create a new project on Supabase
|
||||
4. Copy the Supabase Postgres database connection URL
|
||||
5. Create a `.env` file
|
||||
6. Run the migration on the Supabase Postgres Database
|
||||
7. Get your SMTP Keys on Resend
|
||||
8. Create a new project on Vercel
|
||||
9. Add Environment Variables to your Vercel project
|
||||
|
||||
So, you're ready? Let’s dive in!
|
||||
|
||||
### Step 1: Fork the Documenso repository
|
||||
|
||||
Start by creating a fork of Documenso on GitHub. You can do this by visiting the [Documenso repository](https://github.com/documenso/documenso) and clicking on the 'Fork' button. (Also, star the repo!)
|
||||
|
||||

|
||||
|
||||
Choose your GitHub profile as the owner and click on 'Create fork' to create a fork of the repo.
|
||||
|
||||

|
||||
|
||||
### Step 2: Clone the forked repository and install dependencies
|
||||
|
||||
Clone the forked repository to your local machine in any directory of your choice. Open your terminal and enter the following commands:
|
||||
|
||||
```bash
|
||||
# Clone the repo using Github CLI
|
||||
gh repo clone [your_github_username]/documenso
|
||||
|
||||
# Clone the repo using Git
|
||||
git clone <https://github.com/[your_github_username]/documenso.git>
|
||||
```
|
||||
|
||||
You can now navigate into the directory and install the project’s dependencies:
|
||||
|
||||
```bash
|
||||
cd documenso
|
||||
npm install
|
||||
```
|
||||
|
||||
### Step 3: Create a new project on Supabase
|
||||
|
||||
Now, let's set up the database.
|
||||
|
||||
If you haven't already, create a new project on Supabase. This will automatically create a new Postgres database for you.
|
||||
|
||||
On your Supabase dashboard, click the '**New project**' button and choose your organization.
|
||||
|
||||
On the '**Create a new project**' page, set a database name of **documenso** and a secure password for your database. Choose a region closer to you, a pricing plan, and click on '**Create new project**' to create your project.
|
||||
|
||||

|
||||
|
||||
### Step 4: Copy the Supabase Postgres database connection URL
|
||||
|
||||
In your project, click the '**Settings**' icon at the bottom left.
|
||||
|
||||
Under the '**Project Settings**' section, click '**Database**' and scroll down to the '**Connection string**' section. Copy the '**URI**' and update it with the password you chose in the previous step.
|
||||
|
||||

|
||||
|
||||
### Step 5: Create a `.env` file
|
||||
|
||||
Create a `.env` file in the root of your project by copying the contents of the `.env.example` file.
|
||||
|
||||
Add the connection string you copied from your Supabase dashboard to the `DATABASE_URL` variable in the `.env` file.
|
||||
|
||||
The `.env` should look like this:
|
||||
|
||||
```bash
|
||||
DATABASE_URL="postgres://postgres:[YOUR-PASSWORD]@db.[YOUR-PROJECT-REF].supabase.co:5432/postgres"
|
||||
```
|
||||
|
||||
### Step 6: Run the migration on the Supabase Postgres Database
|
||||
|
||||
Run the migration on the Supabase Postgres Database using the following command:
|
||||
|
||||
```bash
|
||||
npx prisma migrate deploy
|
||||
```
|
||||
|
||||
### Step 7: Get your SMTP Keys on Resend
|
||||
|
||||
So, you've just cloned Documenso, installed dependencies on your local machine, and set your database using Supabase. Now, SMTP is missing. Emails won't go out! Let's fix it with Resend.
|
||||
|
||||
In the **[Resend](https://resend.com/)** dashboard, click 'Add API Key' to create a key for Resend SMTP.
|
||||
|
||||

|
||||
|
||||
Next, add and verify your domain in the '**Domains**' section on the sidebar. This will allow you to send emails from any address associated with your domain.
|
||||
|
||||

|
||||
|
||||
You can update your `.env` file with the following:
|
||||
|
||||
```jsx
|
||||
SMTP_MAIL_HOST = 'smtp.resend.com';
|
||||
SMTP_MAIL_PORT = '25';
|
||||
SMTP_MAIL_USER = 'resend';
|
||||
SMTP_MAIL_PASSWORD = 'YOUR_RESEND_API_KEY';
|
||||
MAIL_FROM = 'noreply@[YOUR_DOMAIN]';
|
||||
```
|
||||
|
||||
### Step 8: Create a new project on Vercel
|
||||
|
||||
You set the database with Supabase and are SMTP-ready with Resend. Almost there! The next step is to deploy the project — we'll use Vercel for that.
|
||||
|
||||
On your Vercel dashboard, create a new project using the forked project from your GitHub repositories. Select the project among the options and click '**Import**' to start running Documenso.
|
||||
|
||||

|
||||
|
||||
### Step 9: Add Environment Variables to your Vercel project
|
||||
|
||||
In the '**Configure Project**' page, adding the required Environmental Variables is essential to ensure the application deploys without any errors.
|
||||
|
||||
Specifically, for the `NEXT_PUBLIC_WEBAPP_URL` and `NEXTAUTH_URL` variables, you must add `.vercel.app` to your Project Name. This will form the deployment URL, which will be in the format: `https://[project_name].vercel.app`.
|
||||
|
||||
For example, in my case, the deployment URL is `https://documenso-supabase-web.vercel.app`.
|
||||
|
||||

|
||||
|
||||
This is a sample `.env` to deploy. Copy and paste it to auto-populate the fields and click ‘**Deploy.’** Now, you only need to wait for your project to deploy. You’re going live — enjoy!
|
||||
|
||||
```bash
|
||||
DATABASE_URL='postgresql://postgres:typeinastrongpassword@db.njuigobjlbteahssqbtw.supabase.co:5432/postgres'
|
||||
|
||||
NEXT_PUBLIC_WEBAPP_URL='https://documenso-supabase-web.vercel.app'
|
||||
NEXTAUTH_SECRET='something gibrish to encrypt your jwt tokens'
|
||||
NEXTAUTH_URL='https://documenso-supabase-web.vercel.app'
|
||||
|
||||
# Get a Sendgrid Api key here: <https://signup.sendgrid.com>
|
||||
SENDGRID_API_KEY=''
|
||||
|
||||
# Set SMTP credentials to use SMTP instead of the Sendgrid API.
|
||||
SMTP_MAIL_HOST='smtp.resend.com'
|
||||
SMTP_MAIL_PORT='25'
|
||||
SMTP_MAIL_USER='resend'
|
||||
SMTP_MAIL_PASSWORD='YOUR_RESEND_API_KEY'
|
||||
MAIL_FROM='noreply@[YOUR_DOMAIN]'
|
||||
|
||||
NEXT_PUBLIC_ALLOW_SIGNUP=true
|
||||
```
|
||||
|
||||
## Wrapping up
|
||||
|
||||

|
||||
|
||||
Congratulations! 🎉 You've successfully deployed Documenso using Vercel, Supabase, and Resend. You're now ready to create and sign your own documents with your self-hosted Documenso!
|
||||
|
||||
In this step-by-step guide, you learned how to:
|
||||
|
||||
- set up a Postgres database using Supabase,
|
||||
- install SMTP with Resend,
|
||||
- deploy your project with Vercel.
|
||||
|
||||
Over to you! How was the tutorial? If you enjoyed it, [please do share](https://twitter.com/documenso/status/1700141802693480482)! And if you have any questions or comments, please reach out to me on [Twitter / X](https://twitter.com/EphraimDuncan_) (DM open) or [Discord](https://documen.so/discord).
|
||||
|
||||
We're building an open-source alternative to DocuSign and welcome every contribution. Head over to the GitHub repository and [leave us a Star](https://github.com/documenso/documenso)!
|
||||
@ -1,49 +0,0 @@
|
||||
---
|
||||
title: Open Sourcing Documenso's Design
|
||||
description: It's day 1 of our first launch week. We are kicking it off by open sourcing Documenso's design system! Let's go..
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2023-09-25
|
||||
tags:
|
||||
- Design
|
||||
- Open Source
|
||||
- Community
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/designsystem.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="Documenso's Design System"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Documenso's Design System ✨
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
> TLDR; Our design system is OSS under MIT at [design.documenso.com](https://design.documenso.com)
|
||||
|
||||
Today, we are open sourcing our design system, lovingly crafted by [Thilo](https://twitter.com/thilokonzok). The system is public on Figma and will be available at [design.documenso.com](https://design.documenso.com) from here on out.
|
||||
We are publishing it under the MIT License so everyone can share, remix, and use it as it helps them most.
|
||||
|
||||
We chose to start our first launch week with a design topic to emphasize the role design will play in Documenso's company and community culture. As it is historically difficult to bring together open-source software with great design, this is our first step towards encouraging a more design-driven COSS (Commercial Open Source) movement.
|
||||
|
||||
## Designers Welcome
|
||||
|
||||
We added a designer role in our Discord to create a space for designers to explore and discuss design-related topics of Documenso and signing in general. In the future, we want to foster more coding contributions and start a design culture around the product. As it is much more difficult to incorporate design contributions, we have yet to find a clear plan of what that will look like. I would like to see contributions around stuff we are NOT working on. Designs in that area can inspire and start discussions without the complexities of implementing them immediately — a free-thinking space around everything Documenso. Having a free mandate to design without restriction can create many exciting ideas. Some Ideas worth exploring:
|
||||
|
||||
## Areas for design contributions
|
||||
|
||||
- Explorations of exciting aspects of signing and document handling:
|
||||
- What does signing look like when we no longer have skeuomorphic signatures?
|
||||
- What is signing if we move beyond paper-inspired documents?
|
||||
- What would the government process look like using Documenso?
|
||||
- Solutions Concepts for features further down the roadmap, e.g., Widgets in websites
|
||||
|
||||
These are fascinating ideas for explorative design. They won't be built 1:1 but shape how we think about signing and where it can go, which is even more critical. If you are interested in product design, you are invited to join our [Discord](https://documen.so/discord) and discuss the future of signing design or the future of Documenso's design system. Also let me know what you think on [X (formerly Twitter)](https://x.com/eltimuro).
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,67 +0,0 @@
|
||||
---
|
||||
title: The Early Adopters Plan
|
||||
description: Launch Week Day 4 and we are still early! Early enough for you to get a sweet deal for supporting Documenso's Mission. Join the movement and get a shiny early adopter account in the process.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2023-09-28
|
||||
tags:
|
||||
- Paid Plan
|
||||
- Metrics
|
||||
- Open Startup
|
||||
---
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/early.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="XKCD: Bug"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
"Being early is, uh, good." -Unknown
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
> 🔔 UPDATE: We launched <a href="https://documen.so/day1" target="_blank">teams</a> and the early adopters plan will be replaced by the new teams pricing as soon as all availible early adopters seats are filled.
|
||||
|
||||
## Community-Driven Development
|
||||
|
||||
As we ramp up hiring and development speed for Documenso, I want to discuss how we plan to build its core version.
|
||||
As we want to be a highly community-driven product, we want to capture the thoughts and ideas of said community in two ways:
|
||||
|
||||
1. Everything we plan (i.e. documen.so/roadmap) and build (i.e. documen.so/repo) is public and open to comments and suggestions from everyone by design. We plan to have discussions, streams, and articles showcasing what we're up to, encouraging feedback and iterations on our plans.
|
||||
2. We're looking for 100 die-hard early adopters to get more deep hands-on feedback. If you want to be among the first to use and help shape Documenso, we have a special offer for you:
|
||||
|
||||
## The Early Adopter Plan
|
||||
|
||||
- All first 100 signups are entitled to the early adopter plan.
|
||||
- The plan includes everything we build in the next 12 months and unlimited<sup>1</sup> signatures
|
||||
- This plan is priced at $30/mo.
|
||||
- No matter what we add, the price is guaranteed for life as a thank you for supporting Documenso's mission<sup>2</sup>. And we plan to add a lot.
|
||||
- This also includes unlimited users<sup>3</sup> as part of the upcoming support for teams.
|
||||
- If you already claimed an early adopter account in the past and canceled, we are happy to reactivate your account with the early adopter pricing. Reach out to support@documenso.com
|
||||
|
||||
## Being an Early Adopter
|
||||
|
||||
Being eligible for the early adopter plan has no formal requirements like giving feedback or being active in the community. In good faith, we assume you sign the Documenso Supporter Pledge to be part of this. And if you want to use the newest version quietly, that's fine, too. Everything the die-hard community brings up will be carefully considered and prioritized <sup>4</sup>. Also, there will obviously be limited edition merch available for the first 100.
|
||||
Documenso currently runs the community reviewed 0.9.1 version. Getting from here to the globally loved and adopted signing tool we all deserve will take a lot of work, and we want you on board to help us create it. Join us in shaping the future of open signing and having fun doing it. [Malfunction Mania](https://documenso.com/blog/malfunction-mania) and releasing 1.0 will go a long way.
|
||||
|
||||
## Extending our open metrics
|
||||
|
||||
As part of our ongoing effort to be open and transparent in our doing, we are adding "Early Adopters" to our [/open page](https://documenso.com/open) page. After we exceed the early adopter slots, this metric will transition to "Customers". When no more early adopter seats can be claimed, the early adopter plan will transition to a standard paid plan. It will still be priced at $30/mo., but will no longer include upcoming features or unlimited seats.
|
||||
|
||||
If you have any questions or comments, please reach out on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord).
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
|
||||
\
|
||||
[1] Excluding signatures, we have to pay for i.e. third-party QES
|
||||
|
||||
[2] The Documenso Manifest
|
||||
|
||||
[3] Within reason. If you are unsure what that means, feel free to contact hi@documenso.com. But it should be fine if you don't plan to onboard a huge enterprise.
|
||||
|
||||
[4] We won't be able to build everything everyone asks for. But we firmly plan to listen and build in a way everyone's requirements are met as well as possible.
|
||||
@ -1,28 +0,0 @@
|
||||
---
|
||||
title: Jan 10th Email Provider Security Incident
|
||||
description: On January 10th, 2022, we were notified by our email provider that they had experienced a security incident.
|
||||
authorName: 'Lucas Smith'
|
||||
authorImage: '/blog/blog-author-lucas.png'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-01-17
|
||||
tags:
|
||||
- Security
|
||||
---
|
||||
|
||||
On January 10th, 2024 we were notified by our email provider that a security incident had occurred. This security incident which had started on January 7th led to a bad actor obtaining access to their database which contains ours and other customer’s data.
|
||||
|
||||
We understand that during this security incident the following has been accessed:
|
||||
|
||||
- Email addresses.
|
||||
- Metadata on emails sent excluding the email body.
|
||||
|
||||
While the incident is unfortunate we are pleased with the remediation and the processes that our email provider has put in place to help avoid this kind of situation in the future. Since the incident, our provider has rectified the issue and has engaged a security company to conduct an exhaustive investigation and to help improve their security posture moving forward.
|
||||
|
||||
We remain steadfast in our commitment to our current email provider, and will not be taking any further action with relation to changing providers.
|
||||
|
||||
We are now working with our legal counsel to ensure that we provide the appropriate notice to all our customers in each jurisdiction. If you have any further questions on this incident please feel free to contact our support team at [support@documenso.com](mailto:support@documenso.com).
|
||||
|
||||
We appreciate your ongoing support in this matter.
|
||||
|
||||
You can read more on the incident on our providers blog post below:
|
||||
[https://resend.com/blog/incident-report-for-january-10-2024](https://resend.com/blog/incident-report-for-january-10-2024)
|
||||
@ -1,103 +0,0 @@
|
||||
---
|
||||
title: How Documenso Enhances Contract Management for Freelancers, Helping Them Close More Clients Efficiently
|
||||
description: Making it easy for the customer to sign the contract after they say yes is critical. Let take a look how Documenso can help.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-06-20
|
||||
tags:
|
||||
- Freelancer
|
||||
- Proposal
|
||||
- Productivity
|
||||
---
|
||||
|
||||
## Yes to Yes
|
||||
|
||||
> [Check out Part 1](https://documen.so/freelance-proposal) to learn about signing freelance proposals with Documenso and getting your first yes
|
||||
|
||||
A basic rule of sales is going from "yes to yes”. Outlining the main points of working together in a proposal is a good way to get to your first yes since it reduces details and focuses on the main points of the work at hand. After being on the same page about the work and getting the first yes, it's time to draw up a formal contract. While agreeing to the proposal has some weight as well, the legal contract formalizes the commitments of both sides in an enforceable way. Having clear legal terms on payments, unexpected cases, and even dissolving the partnership helps both parties to feel assured about what to expect.
|
||||
|
||||
### **Digital Signatures for the Win**
|
||||
|
||||
Digitally signing documents accelerates contract closure, enhancing both speed and security. Parties can review and sign documents within minutes, eliminating the days required for manual signatures or even weeks with traditional mail. Beyond these efficiency gains, digital signatures boost trust by making the process secure and auditable. Once signed, digital documents are immutable, and every step is logged.
|
||||
|
||||
Documenso simplifies this process, allowing you to send contracts effortlessly. As an open-source solution, our product's integrity and security are verifiable by anyone, which is why thousands of users rely on Documenso for their signing needs. Discover more at [https://documen.so/open](https://documen.so/open).
|
||||
|
||||
## Preparing the Contract
|
||||
|
||||
As a freelancer, obtaining a contract template ensures you have a standardized and professional agreement ready for new clients, helping to protect your interests and clarify project terms. While there are many good templates out there, be sure to verify that they fit your case since contracts are often very specific to a certain case. Always consider having your contract checked by a legal professional if it's a high-value transaction.
|
||||
|
||||
Here is a quick checklist of what your contract should include:
|
||||
|
||||
### Checklist
|
||||
|
||||
- Names and Addresses of you and your client
|
||||
- Scope of Work to be performed, deadlines and deliverables
|
||||
- Payment Terms, Payment Schedules, and Pricing
|
||||
- A clear timeline
|
||||
- Provisions for unexpected extra work
|
||||
- Intellectual Property Rights Provisions
|
||||
- Confidentiality and Non-Disclosure Agreements, if needed
|
||||
- Termination Clauses: Condition and terms when the contract can be terminated, including notice period and compensation
|
||||
- Indemnity and Liability
|
||||
- Dispute Resolution
|
||||
- Provisions ensuring changes can only be made in writing
|
||||
- Completeness Agreement: Both parties state this is the full extent of the agreement
|
||||
- Severability Clause ensuring minor errors will not endanger the whole contract
|
||||
- The signees with name, role, and date
|
||||
|
||||
## Getting the Signature
|
||||
|
||||
Once you have your contract ready, you can upload it and add recipients and signature fields. To add a more personal touch, consider adding a personal message to the signature request.
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/l1.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="Manually Copy Signature Link by Hovering of the Recipient"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Copy recipient links to send them for a personal touch manually.
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
You can also copy the link for each recipient after sending it and send it via another channel e.g. WhatsApp with a personal message. To further customize the experience, you can define a redirect when your customer signs the contract to redirect them to a Cal.com Link to get started, a Thank You Page, or a Form.
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/l2.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="Redirect Link in Advanced Settings"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Redirect after Signing for a more personal experience.
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
The more you add to the workflow, the more important it is to keep up to date with the process. Using Zapier, you can add a variety of notifications, from email to Discord messages, to keep a good overview and respond quickly. It's not just about getting the signatures; it's about creating the workflow that provides the best experience for you and your customers.
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/l3.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="Zapier Documenso Discord Integration"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Trigger any kind of notification with[Zapier](https://documen.so/zapier)
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
### Conclusion
|
||||
|
||||
Sending a contract to clients using Documenso makes the process fast and easy. Seeing if your contract was signed or even read helps you understand where you are in the process. You can use the [Documenso Free Plan](https://app.documenso.com/signup?utm_source=blog-freelancer-contract) to send 5 contracts per month. Digital signing in 2024 is the best practice for professionals seeking the most efficient way to get business done.
|
||||
|
||||
Let us know what you think and what we can improve. Connect with us on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here and would love to hear from you :)
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,76 +0,0 @@
|
||||
---
|
||||
title: How Documenso Helps Freelancers Close More Clients Efficiently
|
||||
description: Reducing friction when sending proposals is critical to closing new clients. By using Documenso, freelancers can save time, enhance client interactions, and ultimately close more deals efficiently.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-06-14
|
||||
tags:
|
||||
- Freelancer
|
||||
- Proposal
|
||||
- Productivity
|
||||
---
|
||||
|
||||
Getting new clients, or maybe even your first client, to sign with you is at the very core of freelance work. Whether you develop software, create designs, or market products, it all starts with a signature from you and your future customer. Closing a customer usually means agreeing on a proposal first and then signing a formal agreement afterward. Signing proposals and contracts is fast, easy, and painless with Documenso, so let's take a look.
|
||||
|
||||
## Understanding Proposal and Contracts
|
||||
|
||||
### 1. Initial Proposal
|
||||
|
||||
> Agreeing on what needs to be done and terms for payment
|
||||
|
||||
A proposal will include the scope of the work (what does the customer want done?), desired deliverables (documents, code, features, videos, etc.), timelines, payment terms (one-time, monthly, per hour), and prices (e.g. $60/ hour, $5k one-time). A proposal is important for both sides to be clear about the goal and the terms that apply. Customers usually decide based on the proposal if your offer is what they want.
|
||||
|
||||
### 2. Formal Contract
|
||||
|
||||
> After the client signs the proposal, a contract can be signed, formalizing the agreement and adding detailed legal terms.
|
||||
|
||||
Once the terms are agreed upon, a more formal document should specify the terms of working together, especially legal details such as confidentiality, indemnification, governing law, etc. The contract provides clarity on legal details for both sides and formalizes their claims.
|
||||
|
||||
Sending one or even multiple documents to a potential client and having them send them back signed (in the worst case, they send it via actual mail) is time-consuming for both sides. It also introduces friction at a time when making it as easy as possible for your potential client to say yes should be your number one goal.
|
||||
|
||||
### **Digital Signatures for the Win**
|
||||
|
||||
Signing documents digitally makes closing proposals and contracts faster and more secure. Each party can review and sign the documents in minutes instead of days (inserting the signatures manually via PDF editor) or even weeks (using conventional mail). Apart from the efficiency gains, signing digitally also increases trust by making the process more secure and auditable. Digitally signed documents can’t be changed after the fact, and every step of the process is logged.
|
||||
|
||||
Documenso lets you reap these benefits by sending proposals and contracts with minimal effort. Being open source, the whole world can verify our product and how we deliver on these promises, which is why thousands of users already trust Documenso for their signing needs: [https://documen.so/open](https://documen.so/open).
|
||||
|
||||
## Preparing the Proposal
|
||||
|
||||
If you already have a proposal template, create a new version for your client and export it to PDF. If your tool doesn’t support that, your system's “PDF printer” lets you create a PDF from almost any tool by using the print function. If you do not have a template yet, you can find a lot of content and guides on the matter through a quick Google search. Here is a quick checklist of what your proposal should cover:
|
||||
|
||||
- A clear and concise title
|
||||
- Your contact information
|
||||
- Date of the proposal/ validity period
|
||||
- Experience, qualifications, and prior relevant projects
|
||||
- A summary of the project
|
||||
- A detailed description of the project
|
||||
- Goals, outcomes, and deliverables
|
||||
- Tasks and activities to achieve the goals and outcomes
|
||||
- A timeline with milestones and deadlines
|
||||
- Pricing terms and payment schedule
|
||||
- Summary of major terms for the coming contract
|
||||
|
||||
## Sending the Proposal
|
||||
|
||||
If you don’t have a Documenso Account yet, you can [create one for free](https://documen.so/signup?utm_source=blog-freelancer-proposal). Once you sign up, you can upload your proposal PDF by simply dragging it into the upload area. Add your potential client as a recipient, add a signature field, and you are done! You can track the status of your proposal simply by clicking the Document in the overview. Documenso will also notify you once the proposal is signed.
|
||||
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="https://github.com/documenso/design/assets/1309312/050a1501-b562-4b1e-97b5-a46fc0da8246"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
></video>
|
||||
|
||||
### Conclusion
|
||||
|
||||
Sending a proposal to potential clients using Documenso makes getting to the first “yes” fast and easy. Seeing if your proposal was signed or even read helps you to get a feel for where you are in the process. You can use the [Documenso Free Plan](https://app.documenso.com/signup?utm_source=blog-freelancer-proposal) to send 5 proposals per month. Digital Signing in 2024 is the best practice for all professionals looking for the most efficient way to get business done.
|
||||
|
||||
> [Check out Part 2](https://documen.so/freelance-contract) to learn about signing freelance contracts with Documenso.
|
||||
|
||||
Let us know what you think and what we can improve. Which field types are you missing? Connect with us on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here and would love to hear from you :)
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,64 +0,0 @@
|
||||
---
|
||||
title: Launch Week II - Day 1 - Teams
|
||||
description: Teams for Documenso are here. And they come free for early adopters!
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-02-26
|
||||
tags:
|
||||
- Launch Week
|
||||
- Teams
|
||||
- Early Adopter Perks
|
||||
---
|
||||
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="https://github.com/documenso/design/assets/1309312/12a85ec7-20bb-4813-9714-e4da42c9cfba"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
></video>
|
||||
|
||||
> TLDR; Docucmenso now supports teams that share documents, templates and a team mail address. Early Adopter get UNLIMITED<sup>1</sup> Users.
|
||||
|
||||
## Kicking off Launch Week II - "Connected"
|
||||
|
||||
The day has come! Roughly 5 months after kicked off our first launch week with open sourcing our design and Malfunction Mania, Launch Week #2 is here 🎉 This Launch Week's theme is "connected", since this is all about connecting humans, machines and documents.
|
||||
|
||||
Working with documents and getting that signature is a team sport. This is why we are kicking it off today with a very long-awaited feature: Documenso now supports teams!
|
||||
|
||||
## Introducing Teams for Documenso
|
||||
|
||||
You can now create teams next to your personal account: Simply invite your colleagues, and you can include everyone you like in working with your documents. With teams, you can:
|
||||
|
||||
- Send unlimited signature requests with unlimited recipients
|
||||
- Create, view, edit and sign documents owned by the team
|
||||
- Define a dedicated team email, to receive signing requests into a team inbox for the owner to sign
|
||||
- Manage team roles: Member (Create+Edit), Managers (+Manage Team Members), Owner (+Transfer Team +Delete Team + Sign Documents sent to team email)
|
||||
|
||||
## Pricing
|
||||
|
||||
Together with Teams, we are announcing the new teams pricing:
|
||||
|
||||
- $10 per seat per month
|
||||
- 5 seats minimum
|
||||
- You can add seats dynamically as needed
|
||||
|
||||
This pricing will take effect, as soon as the early adopter seats run out. Want to check out teams: [https://documen.so/teams](https://documen.so/teams).
|
||||
|
||||
## Early Adopter Perks
|
||||
|
||||
There is one more point on pricing I have been looking forward to for a long time:
|
||||
|
||||
All early adopter plans now include **UNLIMITED teams and users**<sup>1</sup> . We appreciate your support so far very much, and I'm happy to announce this first of more early adopter perks to come. We have roughly 48 early adopter plans left, so if you plan to onboard your team, now is a great time to [grab your early adopter seat.](https://documen.so/claim-early-adopters-plan)
|
||||
|
||||
We are eager to hear from all teams users how you like this addition and what we can add to make it even better. Connect with us on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here, and we would love to hear from you :)
|
||||
|
||||
> 🚨 We need you help to help us to make this the biggest launch week yet: <a href="https://twitter.com/intent/tweet?text=It's @Documenso Launch Week Day 1! Teams just dropped. Check it out https://documen.so/day1 🚀"> Support us on Twitter </a> or anywhere to spread awareness for open signing! The best posts will receive merch codes 👀
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
|
||||
\
|
||||
[1] Within reason. If you are unsure what that means, feel free to contact hi@documenso.com and ask for clarification if it's more than 100.
|
||||
@ -1,76 +0,0 @@
|
||||
---
|
||||
title: Launch Week II - Day 2 - Templates
|
||||
description: Templates help you prepare regular documents faster. And you can share them with your team!
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-02-27
|
||||
tags:
|
||||
- Launch Week
|
||||
- Templates
|
||||
---
|
||||
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="https://github.com/documenso/design/assets/1309312/c9504db1-26b7-4033-88ed-a95cabd02e92"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
></video>
|
||||
|
||||
> TLDR; You can now reuse documents via templates. More field types coming soon as well.
|
||||
|
||||
## Introducing Templates
|
||||
|
||||
It's day 2 of Launch Week, everybody 🙌 After introducing [Teams](https://documenso.com/blog/launch-week-2-day-1) yesterday, today we are looking at making Documenso faster for daily use:
|
||||
We are launching templates for Documenso! Templates are an easy way to reuse documents you send out often with just a few clicks. With templates, you can:
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/quickfill.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="Template recipients quick fill view"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Quickly fill out recipients, when creating from a template
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
- Save often-uploaded documents for reuse
|
||||
- Pre-define fields, so you just have to send the document
|
||||
- Quickly fill out recipients and roles for new documents
|
||||
- Share templates with your team to make working together even easier
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/template.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="Create from template view"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
POV: You are a diligent german and create custom receipts with Documenso
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
## Pricing
|
||||
|
||||
Templates are **included in all Documenso Plans!** That includes our free tier: The limit of 5 documents per month still applies, but you are free to reach it with less friction using templates. Sharing templates with other users is only possible with the teams plan. If you want to share templates with people not in your team, we might have something coming up later this week 👀
|
||||
|
||||
## What's Next for Templates
|
||||
|
||||
We have a lot of great stuff coming up for templates as well:
|
||||
|
||||
- More Field Types are in the pipeline
|
||||
- Sharing Templates Externally 👀
|
||||
|
||||
Check out templates [here](https://documen.so/templates) and let us know what you think and what we can improve. Which field types are you missing? Connect with us on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here and would love to hear from you :)
|
||||
|
||||
> 🚨 We need you help to help us to make this the biggest launch week yet: <a href="https://twitter.com/intent/tweet?text=It's @Documenso Launch Week Day 2! They just launched templates, and I'm pumped 🎉🚀🚀🚀. Check it out https://documen.so/day2"> Support us on Twitter </a> or anywhere to spread awareness for open signing! The best posts will receive merch codes 👀
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,53 +0,0 @@
|
||||
---
|
||||
title: Launch Week II - Day 3 - API
|
||||
description: Documenso's mission is to create a plattform developers all around the world can build upon. Today we are releasing the first version of our public API, included in all plans!
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-02-28
|
||||
tags:
|
||||
- Launch Week
|
||||
- API
|
||||
---
|
||||
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="https://github.com/documenso/design/assets/1309312/cb74d6cb-a127-4cac-a166-ad6b56c6140d"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
></video>
|
||||
|
||||
> TLDR; The public API is now availible for all plans.
|
||||
|
||||
## Introducing the public Documenso API
|
||||
|
||||
Launch. Week. Day. 3 🎉 Documenso's mission is to create a platform that developers all around the world can build upon. Today we are releasing the first version of our public API, and we are pumped. Since this is the first version, we focused on the basics. With the new API you can:
|
||||
|
||||
- Get Documents (Individual or all Accessible)
|
||||
- Upload Documents
|
||||
- Delete Documents
|
||||
- Create Documents from Templates
|
||||
- Trigger Sending Documents for Singing
|
||||
|
||||
You can check out the detailed API documentation here:
|
||||
|
||||
> API DOCUMENTATION: [https://app.documenso.com/api/v1/openapi](https://app.documenso.com/api/v1/openapi)
|
||||
|
||||
## Pricing
|
||||
|
||||
We are building Documenso to be an open and extendable platform; therefore the API is included in all current plans. The API is authenticated via auth tokens, which every user can create at no extra cost, as can teams. Existing limits still apply (i.e., the number of included documents for the free plan). While we don't have all the details yet, we don't intend to price the API usage in itself (rather the accounts using it) since we want you to build on Documenso without being smothered by API costs.
|
||||
|
||||
> Try the API here for free: [https://documen.so/api](https://documen.so/api)
|
||||
|
||||
## What's next for the API
|
||||
|
||||
You tell us. This is by far the most requested feature, so we would like to hear from you. What should we add? How can we integrate even better?
|
||||
|
||||
Connect with us on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here and would love to hear from you :)
|
||||
|
||||
> 🚨 We need you help to help us to make this the biggest launch week yet: <a href="https://twitter.com/intent/tweet?text=It's @Documenso Launch Week Day 3! The public API is here 👀 Check it out https://documen.so/day3"> Support us on Twitter </a> or anywhere to spread awareness for open signing! The best posts will receive merch codes 👀
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,63 +0,0 @@
|
||||
---
|
||||
title: Launch Week II - Day 4 - Webhooks and Zapier
|
||||
description: If you want to integrate Documenso without fiddling with the API, we got you as well. You can now integrate Documenso via Zapier, included in all plans!
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-02-29
|
||||
tags:
|
||||
- Launch Week
|
||||
- Zapier
|
||||
- Webhooks
|
||||
---
|
||||
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="https://github.com/documenso/design/assets/1309312/3b60789d-8d27-4c66-ae5c-179e33c2e3e6"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
></video>
|
||||
|
||||
> TLDR; Zapier Integration is now available for all plans.
|
||||
|
||||
## Introducing Zapier for Documenso
|
||||
|
||||
Day 4 🥳 Yesterday we introduced our [public API](https://documen.so/day3) for developers to build on Documenso. If you are not a developer or simple want a quicker integration this is for you: Documenso now support Zapier Integrations! Just connect your Documenso account via a simple login flow with Zapier and you will have access to Zapier's universe of integrations 💫 The integration currently supports:
|
||||
|
||||
- Document Created ([https://documen.so/zapier-created](https://documen.so/zapier-created))
|
||||
- Document Sent ([Chttps://documen.so/zapier-sent](https://documen.so/zapier-sent))
|
||||
- Document Opened ([https://documen.so/zapier-opened](https://documen.so/zapier-opened))
|
||||
- Document Signed ([https://documen.so/zapier-signed](https://documen.so/zapier-signed))
|
||||
- Document Completed ([https://documen.so/zapier-completed](https://documen.so/zapier-completed))
|
||||
|
||||
> ⚡️ You can create your own Zaps here: https://zapier.com/apps/documenso/integrations
|
||||
|
||||
Each event comes with extensive meta-data for you to use in Zapier. Missing something? Reach out on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord). We're always here and would love to hear from you :)
|
||||
|
||||
## Also Introducing for Documenso: Webhooks
|
||||
|
||||
To build the Zapier Integration, we needed a good webhooks concept, so we added that as well. Together with your Zaps, you can also now create customer webhooks in Documenso. You can try webhooks here for free: [https://documen.so/webhooks](https://documen.so/webhooks)
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/hooks.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="Webhooks UI"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Create unlimited custom webhooks with each plan.
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
## Pricing
|
||||
|
||||
Just like the API, we consider the Zapier integration and webhooks part of the open Documenso platform. Zapier is **available for all Documenso plans**, including free! [Login now](https://documen.so/login) to check it out.
|
||||
|
||||
> 🚨 We need you help to help us to make this the biggest launch week yet: <a href="https://twitter.com/intent/tweet?text=It's @Documenso Launch Week Day 4! Documenso now supports @Zapier 🤯 https://documen.so/day4"> Support us on Twitter </a> or anywhere to spread awareness for open signing! The best posts will receive merch codes 👀
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,61 +0,0 @@
|
||||
---
|
||||
title: Launch Week II - Day 5 - Documenso Profiles
|
||||
description: Documenso profiles allow you to send signing links to people so they can sign anytime and see who you are. Documenso Profile Usernames can be claimed starting today. Long ones free, short ones paid. Profiles will launch as soon as they are shiny.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-03-01
|
||||
tags:
|
||||
- Launch Week
|
||||
- Profiles
|
||||
---
|
||||
|
||||
<video
|
||||
id="vid"
|
||||
width="100%"
|
||||
src="https://github.com/documenso/design/assets/1309312/89643ae2-2aa9-484c-a522-a0e35097c469"
|
||||
autoPlay
|
||||
loop
|
||||
muted
|
||||
></video>
|
||||
|
||||
> TLDR; Documenso profiles allow you to send signing links to people so they can sign anytime and see who you are. Documenso Profile Usernames can be claimed starting today. Long ones free, short ones paid. Profiles launch as soon as they are shiny.
|
||||
|
||||
## Introducing Documenso Profile Links
|
||||
|
||||
Day 5 - The Finale 🔥
|
||||
|
||||
Signing documents has always been between humans, and signing something together should be as frictionless as possible. It should also be async, so you don't force your counterpart to jog to their device to send something when you are ready. Today we are announcing the new Documenso Profiles:
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/profile.png"
|
||||
width="1260"
|
||||
height="813"
|
||||
alt="Timur's Documenso Profile"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Async > Sync: Add public templates to your Documenso Link and let people sign whenever they are ready.
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
Documenso profiles work with your existing templates. You can just add them to your public profile to let everyone with your link sign them. With profiles, we want to bring back the human aspect of signing.
|
||||
|
||||
By making profiles public, you can always access what your counterparty offers and make them more visible in the process. Long-term, we plan to add more to profiles to help you ensure the person you are dealing with is who they claim to be. Documenso wants to be the trust layer of the internet, and we want to start at the very fundamental level: The individual transaction.
|
||||
|
||||
Profiles are our first step towards bringing more trust into everything, simply by making the use of signing more frictionless. As there is more and more content of questionable origin out there, we want to support you in making it clear what you send out and what not.
|
||||
|
||||
## Pricing and Claiming
|
||||
|
||||
Documenso profile username can be claimed starting today. Documenso profiles will launch as soon as we are happy with the details ✨
|
||||
|
||||
- Long usernames (6 characters or more) come free with every account, e.g. **documenso.com/u/timurercan**
|
||||
- Short usernames (5 characters or fewer) or less require any paid account ([Early Adopter](https://documen.so/claim-early-adopters-plan), [Teams](https://documen.so/teams) or Enterprise): **e.g., documenso.com/u/timur**
|
||||
|
||||
You can claim your username here: [https://documen.so/claim](https://documen.so/claim)
|
||||
|
||||
> 🚨 We need you help to help us to make this the biggest launch week yet: <a href="https://twitter.com/intent/tweet?text=It's @Documenso Launch Week Day 5! You can now claim your username for the upcoming profile links 😮 https://documen.so/day5"> Support us on Twitter </a> or anywhere to spread awareness for open signing! The best posts will receive merch codes 👀
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||
@ -1,115 +0,0 @@
|
||||
---
|
||||
title: Moving from Linear to GitHub & LIVE Roadmap 2.0
|
||||
description: We are leaving linear and are going all in on GitHub. Here is how we do it.
|
||||
authorName: 'Timur Ercan'
|
||||
authorImage: '/blog/blog-author-timur.jpeg'
|
||||
authorRole: 'Co-Founder'
|
||||
date: 2024-01-10
|
||||
tags:
|
||||
- GitHub
|
||||
- Backlog
|
||||
- Roadmap
|
||||
---
|
||||
|
||||
# From Linear to GitHub
|
||||
|
||||
> TLDR; We are leaving Linear and are using only GitHub going forward. We no longer communicate feature timelines, only what we are working on and what's next.
|
||||
|
||||
If you follow us, you know we have been in full-on build mode. We are building, the community is building, it's great. Building is our daily business, so we think a lot about improving our approach to doing it.
|
||||
Our most recent approach is to reduce the number of tools and platforms we use. Every tool we use
|
||||
|
||||
- Reduces the average time you spend on the tool
|
||||
- Reduces your focus
|
||||
- Increases mental load to keep all points of interest in mind
|
||||
|
||||
We thought about where we spend the most time, and hardly surprising: it's GitHub. Not only do we spend a lot of time there, but we also WANT to spend a lot of time there because:
|
||||
|
||||
- It's where the community contributes, and we are all about community
|
||||
- It's where we show the world what we are working on
|
||||
|
||||
# The old structure
|
||||
|
||||
So far, we have been using Linear for our Backlog/ Task Management and synced issues we want to showcase or work on with the community via synclinear.com. Not only did we have our development issues there, but since
|
||||
we have our own resident founding designer, we created a proper design backlog to structure our design workflows.
|
||||
|
||||
# The new structure
|
||||
|
||||
We moved everything to GitHub once we realized our focus was already there. This has a few key benefits:
|
||||
|
||||
- Reducing dilution of attention and time: You can hang out on GitHub without risk of missing much
|
||||
- Putting different aspects of Documenso close to each other: Development, Design, Community
|
||||
- Keep long-term, niche, and very abstract issues out of the main repo so we don't get desensitized by large issue numbers
|
||||
|
||||
To achieve this, we created a few GitHub repositories to host issues, with the main repository remaining the central point of interest, especially for the community.
|
||||
|
||||
## 1. Main Repository - Day to day Issues and the shorter-term roadmap (LIVE Roadmap 2.0)
|
||||
|
||||
> [github.com/documenso/documenso](https://github.com/documenso/documenso)
|
||||
|
||||
Apart from the source code of the Documenso app and website, the main repo houses issues raised by the community and issues where we invite the community to participate.
|
||||
With the overhauling of our issue management, we are also updating our progress communication. While the software and product development process is highly complex,
|
||||
we try to give as much insight into what we do as possible. To that end, we went through 3 phases, three being what we do now.
|
||||
|
||||
1. **One extensive roadmap**: Initially we had one roadmap and were (very) slowly checking off boxes there (via a "Roadmap" milestone). While this is easy, it's also pretty imprecise and not practical as the project grows
|
||||
2. **Estimated releases per quarter**: To give better guidance, we tried communicating our goals for the quarter; a pretty big window we thought we could roughly "hit". While the idea of not being too detailed was good, it is tough to estimate when some significant things are done if you do a lot of minor/ other things in parallel,
|
||||
like working with the community and tuning things you go. Hitting time targets is tricky because there may be better things to do than sticking to that time target. This is always much easier to grasp for the people closely involved. The fallacy is to assume the thing you plan for exists in a vacuum.
|
||||
3. Since we do not want to limit ourselves in choosing the most effective course but still give some insight into what's going on and what's coming up, we updated the live roadmap [https://documen.so/live](https://documen.so/live). It now shows what we are currently working on and what we plan on doing next. We do not provide
|
||||
a specific timeline anymore since we couldn't even if we wanted to. Of course, we set our short-term goals based on what's best for the community. We give updates on the issues being worked on as well as possible.
|
||||
|
||||
## 2. Public Backlog - The longer-term roadmap
|
||||
|
||||
> [github.com/documenso/backlog](https://github.com/documenso/backlog)
|
||||
|
||||
The public backlog houses everything we want to build eventually. We do not provide a specific timeline of when that might happen. If we decide against something, it will be removed from the public backlog, as we consider this our long-term vision for Documenso. If you are interested in something on the roadmap, comment on the issue or post on Discord. This helps us gauge interest in specific features.
|
||||
**Issues in the public backlog are not** available to be worked on. For issues to work on, please check the main repository issues. The issues found here are scoped broader since they are not meant for immediate execution but rather give a sense of where Documenso is going and what we consider part of our domain.
|
||||
|
||||
## 3. Internal Backlog
|
||||
|
||||
> github.com/documenso/backlog-internal
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/gh1.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="GitHub: Development Board"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Our internal Kanban for development
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
This serves as the direct replacement for our Linear backlog. Here, we manage issues that are either too small or short-term for inclusion in the long-term roadmap, yet too specialized or fundamental to be integrated into the main repository. Our development Kanban board is implemented using a GitHub project.
|
||||
|
||||
## 4. Internal Design Backlog
|
||||
|
||||
> github.com/documenso/design-internal
|
||||
|
||||
<figure>
|
||||
<MdxNextImage
|
||||
src="/blog/gh2.png"
|
||||
width="1260"
|
||||
height="630"
|
||||
alt="GitHub: Design Board"
|
||||
/>
|
||||
|
||||
<figcaption className="text-center">
|
||||
Our internal Kanban for design
|
||||
</figcaption>
|
||||
</figure>
|
||||
|
||||
This is the design equivalent of the internal backlog. The internal design backlog houses our design projects that include the exploration of new features, detailed UI designs, and improving the platform overall.
|
||||
It's similar to the Kanban board for the development backlog.
|
||||
|
||||
## 5. Public Design Repository
|
||||
|
||||
> [github.com/documenso/backlog-design](https://github.com/documenso/design)
|
||||
|
||||
While the internal design backlog also existed in Linear, the public design repository is new. Since designing in the open is tricky, we opted to publish the detailed design artifacts with the corresponding feature instead.
|
||||
We already have design.documenso.com housing our general design system. Here, we will publish the specifics of how we applied this to each feature. We will publish the first artifacts here soon, what may be in the cards can be found on the [LIVE Roadmap](https://documen.so/live).
|
||||
|
||||
Feel free to connect with us on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here to help and would love to hear from you :)
|
||||
|
||||
Best from Hamburg\
|
||||
Timur
|
||||