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5 Commits

Author SHA1 Message Date
Catalin Pit e4dd6799c7 chore: simplify code 2026-07-10 15:39:51 +03:00
Catalin Pit 7fee24042d feat: add document naming options when using templates 2026-07-10 15:35:34 +03:00
Tanushree Ahir 400b6a24f1 feat: enable real-time validation for email and password fields (#2204)
## Description

This MR improves the real-time validation experience on the signup page.
Currently, both the email and password fields validate only on blur,
causing users to continue seeing error messages even after correcting
their input until they click outside the field.

This update switches the React Hook Form configuration from mode:
'onBlur' to mode: 'onChange', ensuring validations update immediately as
the user types.
This results in a smoother and less confusing signup experience.

## Related Issue

Fixes #2200

## Changes Made

- Updated React Hook Form configuration in the signup form from:
- mode: 'onBlur' ➜ mode: 'onChange'
- Ensures real-time validation for email and password fields
- No schema or logic changes — only validation trigger updated


## Testing Performed

- Manually tested the signup page for:
- Real-time password rule updates
- Real-time email validation feedback
- Error disappearance immediately after correcting input

## Checklist

- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [x] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [x] I have addressed the code review feedback from the previous
submission, if applicable.

## Additional Notes

This is a small UX-focused improvement; the validation schema remains
unchanged.

Co-authored-by: Catalin Pit <catalinpit@gmail.com>
2026-07-10 13:41:31 +03:00
roshboi 1b1e3d197b Add "Apply Your License Key" self-hosting guide (#3077)
Adds a dedicated self-hosting page documenting how to apply an
Enterprise license key, and cross-links it from the related docs.

New page: self-hosting/configuration/license.mdx — "Apply Your License
Key"
Set NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY (Docker Compose / docker run /
.env tabs)
2026-07-08 16:11:49 +10:00
Lucas Smith a276e18e1f chore: upgrade deps (#3065) 2026-07-08 16:11:00 +10:00
11 changed files with 2423 additions and 1295 deletions
@@ -76,6 +76,8 @@ The Enterprise Edition is required when you:
4. Restart your Documenso instance
5. Verify the license is active in the **Admin Panel** under the **Stats** section
See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
</Accordion>
</Accordions>
@@ -197,7 +199,7 @@ See [Support](/docs/policies/support) for complete support options.
1. Sign the Enterprise license agreement
2. Receive license key and access credentials
3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
4. Configure Enterprise features with support assistance
4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
</Step>
<Step>
@@ -238,6 +240,7 @@ See [Support](/docs/policies/support) for complete support options.
## Related
- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
- [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
- [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
- [Support](/docs/policies/support) - Support channels and response times
@@ -443,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal
## Enterprise Features
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
| Variable | Description |
| ------------------------------------ | ------------------------------------------------ |
| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features |
| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
| `NEXT_PRIVATE_STRIPE_API_KEY` | Stripe API key for billing |
| `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret |
| `NEXT_PRIVATE_SES_ACCESS_KEY_ID` | AWS SES access key for email domain verification |
@@ -0,0 +1,107 @@
---
title: Apply Your License Key
description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
<Callout type="info">
The license key applies to your **whole instance**, not an individual user account. There's one
key per deployment.
</Callout>
## Prerequisites
- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
- A running self-hosted Documenso instance that you're able to restart
## Step 1: Set the environment variable
Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
<Tabs items={['Docker Compose', 'docker run', '.env']}>
<Tab value="Docker Compose">
Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
```
Then apply it:
```bash
docker compose up -d
```
</Tab>
<Tab value="docker run">
```bash
docker run -d \
--name documenso \
-e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
documenso/documenso:latest
```
</Tab>
<Tab value=".env">
If you're running Documenso directly (not in a container), add the variable to your `.env` file:
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
```
</Tab>
</Tabs>
## Step 2: Restart the instance
The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
```bash
# Docker Compose
docker compose restart documenso
# Docker
docker restart documenso
```
On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
## What the license enables
A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
## Troubleshooting
<Accordions type="multiple">
<Accordion title="Enterprise features are still unavailable after applying the key">
- Confirm the key is present in the environment the running process actually reads — `docker
exec` into the container and check `env | grep LICENSE` if unsure.
- Confirm the instance was fully restarted after the variable was set, not just reloaded.
- Re-copy the key to rule out truncation or accidental whitespace.
</Accordion>
<Accordion title="A specific feature still isn't working">
Instance-wide features (like CSC signing) also need their own configuration — an active license
alone isn't enough. Check that feature's guide to confirm the required settings are in place.
Per-organisation features additionally need to be provisioned for the organisation that's using
them.
</Accordion>
</Accordions>
## See Also
- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing
@@ -2,6 +2,7 @@
"title": "Configuration",
"pages": [
"environment",
"license",
"database",
"email",
"storage",
@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`
### Enterprise Edition license
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
</Step>
<Step>
@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
---
@@ -0,0 +1,197 @@
import { DOCUMENT_TITLE_MAX_LENGTH } from '@documenso/trpc/server/document-router/schema';
import { cn } from '@documenso/ui/lib/utils';
import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { useEffect } from 'react';
import { useFormContext, useWatch } from 'react-hook-form';
import { z } from 'zod';
export const DOCUMENT_NAME_SOURCE = {
TEMPLATE: 'template',
UPLOAD: 'upload',
CUSTOM: 'custom',
} as const;
type TDocumentNameSource = (typeof DOCUMENT_NAME_SOURCE)[keyof typeof DOCUMENT_NAME_SOURCE];
type TTemplateUseCustomDocumentData = {
data?: File;
};
type TTemplateUseDocumentNameData = {
documentNameSource: TDocumentNameSource;
customDocumentName: string;
customDocumentData?: TTemplateUseCustomDocumentData[];
};
type TTemplateUseDocumentNameFormValues = TTemplateUseDocumentNameData & {
useCustomDocument: boolean;
};
const getUploadedDocumentTitle = (customDocumentData?: TTemplateUseCustomDocumentData[]) => {
const uploadedFiles = customDocumentData?.map((item) => item.data).filter((file): file is File => file !== undefined);
if (uploadedFiles?.length !== 1) {
return undefined;
}
return uploadedFiles[0].name.replace(/\.[^/.]+$/, '').trim();
};
export const getTemplateUseDocumentTitle = (data: TTemplateUseDocumentNameData) => {
if (data.documentNameSource === DOCUMENT_NAME_SOURCE.UPLOAD) {
return getUploadedDocumentTitle(data.customDocumentData);
}
if (data.documentNameSource === DOCUMENT_NAME_SOURCE.CUSTOM) {
return data.customDocumentName.trim();
}
return undefined;
};
export const refineTemplateUseDocumentName = (data: TTemplateUseDocumentNameData, ctx: z.RefinementCtx) => {
if (data.documentNameSource === DOCUMENT_NAME_SOURCE.TEMPLATE) {
return;
}
const title = getTemplateUseDocumentTitle(data);
const path = data.documentNameSource === DOCUMENT_NAME_SOURCE.CUSTOM ? 'customDocumentName' : 'documentNameSource';
if (!title) {
ctx.addIssue({
code: z.ZodIssueCode.custom,
message:
data.documentNameSource === DOCUMENT_NAME_SOURCE.CUSTOM
? msg`Document name is required`.id
: msg`Select exactly one uploaded document to use its file name.`.id,
path: [path],
});
return;
}
if (title.length > DOCUMENT_TITLE_MAX_LENGTH) {
ctx.addIssue({
code: z.ZodIssueCode.custom,
message: msg`Document name is too long`.id,
path: [path],
});
}
};
export const TemplateUseDialogDocumentName = () => {
const { t } = useLingui();
const { clearErrors, control, setValue } = useFormContext<TTemplateUseDocumentNameFormValues>();
const [useCustomDocument, documentNameSource, customDocumentData] = useWatch({
control,
name: ['useCustomDocument', 'documentNameSource', 'customDocumentData'],
});
const uploadedDocumentCount = customDocumentData?.filter((item) => item.data !== undefined).length ?? 0;
const canUseUploadedDocumentName = useCustomDocument && uploadedDocumentCount === 1;
useEffect(() => {
if (documentNameSource !== DOCUMENT_NAME_SOURCE.UPLOAD || canUseUploadedDocumentName) {
return;
}
setValue('documentNameSource', DOCUMENT_NAME_SOURCE.TEMPLATE);
clearErrors('documentNameSource');
}, [canUseUploadedDocumentName, clearErrors, documentNameSource, setValue]);
return (
<>
<FormField
control={control}
name="documentNameSource"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Document name</Trans>
</FormLabel>
<FormControl>
<RadioGroup
aria-label={t`Document name`}
value={field.value}
onValueChange={(value) => {
field.onChange(value);
if (value !== DOCUMENT_NAME_SOURCE.CUSTOM) {
clearErrors('customDocumentName');
}
if (value !== DOCUMENT_NAME_SOURCE.UPLOAD) {
clearErrors('documentNameSource');
}
}}
className="space-y-2"
>
<div className="flex items-center gap-2">
<RadioGroupItem id="document-name-source-template" value={DOCUMENT_NAME_SOURCE.TEMPLATE} />
<label className="text-sm" htmlFor="document-name-source-template">
<Trans>Use template name</Trans>
</label>
</div>
<div className="flex items-start gap-2">
<RadioGroupItem
id="document-name-source-upload"
value={DOCUMENT_NAME_SOURCE.UPLOAD}
disabled={!canUseUploadedDocumentName}
className="mt-0.5"
/>
<div>
<label
className={cn('text-sm', {
'cursor-not-allowed text-muted-foreground': !canUseUploadedDocumentName,
})}
htmlFor="document-name-source-upload"
>
<Trans>Use uploaded file name</Trans>
</label>
{!canUseUploadedDocumentName && (
<p className="text-muted-foreground text-xs">
<Trans>Select exactly one uploaded document to use its file name.</Trans>
</p>
)}
</div>
</div>
<div className="flex items-center gap-2">
<RadioGroupItem id="document-name-source-custom" value={DOCUMENT_NAME_SOURCE.CUSTOM} />
<label className="text-sm" htmlFor="document-name-source-custom">
<Trans>Enter custom document name</Trans>
</label>
</div>
</RadioGroup>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
{documentNameSource === DOCUMENT_NAME_SOURCE.CUSTOM && (
<FormField
control={control}
name="customDocumentName"
render={({ field }) => (
<FormItem className="ml-6">
<FormLabel>
<Trans>Custom document name</Trans>
</FormLabel>
<FormControl>
<Input {...field} placeholder={t`Enter a document name`} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
</>
);
};
@@ -38,27 +38,44 @@ import { useNavigate } from 'react-router';
import * as z from 'zod';
import { getTemplateUseErrorMessage } from '~/utils/toast-error-messages';
const ZAddRecipientsForNewDocumentSchema = z.object({
distributeDocument: z.boolean(),
useCustomDocument: z.boolean().default(false),
customDocumentData: z
.array(
import {
DOCUMENT_NAME_SOURCE,
getTemplateUseDocumentTitle,
refineTemplateUseDocumentName,
TemplateUseDialogDocumentName,
} from './template-use-dialog-document-name';
const ZAddRecipientsForNewDocumentSchema = z
.object({
distributeDocument: z.boolean(),
useCustomDocument: z.boolean().default(false),
documentNameSource: z.enum([
DOCUMENT_NAME_SOURCE.TEMPLATE,
DOCUMENT_NAME_SOURCE.UPLOAD,
DOCUMENT_NAME_SOURCE.CUSTOM,
]),
customDocumentName: z.string(),
customDocumentData: z
.array(
z.object({
title: z.string(),
data: z.instanceof(File).optional(),
envelopeItemId: z.string(),
}),
)
.optional(),
recipients: z.array(
z.object({
title: z.string(),
data: z.instanceof(File).optional(),
envelopeItemId: z.string(),
id: z.number(),
email: ZRecipientEmailSchema,
name: z.string(),
signingOrder: z.number().optional(),
}),
)
.optional(),
recipients: z.array(
z.object({
id: z.number(),
email: ZRecipientEmailSchema,
name: z.string(),
signingOrder: z.number().optional(),
}),
),
});
),
})
.superRefine((data, ctx) => {
refineTemplateUseDocumentName(data, ctx);
});
type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
@@ -106,6 +123,8 @@ export function TemplateUseDialog({
return {
distributeDocument: false,
useCustomDocument: false,
documentNameSource: DOCUMENT_NAME_SOURCE.TEMPLATE,
customDocumentName: '',
customDocumentData: envelopeItems.map((item) => ({
title: item.title,
data: undefined,
@@ -142,6 +161,8 @@ export function TemplateUseDialog({
const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
try {
const documentTitle = getTemplateUseDocumentTitle(data);
const customFilesToUpload = (data.customDocumentData || []).filter(
(item): item is { data: File; envelopeItemId: string; title: string } =>
item.data !== undefined && item.envelopeItemId !== undefined && item.title !== undefined,
@@ -163,6 +184,7 @@ export function TemplateUseDialog({
recipients: data.recipients,
distributeDocument: data.distributeDocument,
customDocumentData,
...(documentTitle ? { override: { title: documentTitle } } : {}),
});
toast({
@@ -195,6 +217,8 @@ export function TemplateUseDialog({
name: 'recipients',
});
const useCustomDocument = form.watch('useCustomDocument');
useEffect(() => {
if (open) {
form.reset(generateDefaultFormValues());
@@ -401,7 +425,16 @@ export function TemplateUseDialog({
onCheckedChange={(checked) => {
field.onChange(checked);
if (!checked) {
form.setValue('customDocumentData', undefined);
const customDocumentData = form.getValues('customDocumentData');
form.setValue(
'customDocumentData',
customDocumentData?.map((item) => ({
...item,
data: undefined,
})),
);
form.clearErrors('customDocumentData');
}
}}
/>
@@ -428,7 +461,7 @@ export function TemplateUseDialog({
)}
/>
{form.watch('useCustomDocument') && (
{useCustomDocument && (
<div className="my-4 space-y-2">
{isLoadingEnvelopeItems ? (
<SpinnerBox className="py-16" />
@@ -537,6 +570,7 @@ export function TemplateUseDialog({
}
field.onChange(file);
form.clearErrors('customDocumentData');
}}
/>
</div>
@@ -550,6 +584,8 @@ export function TemplateUseDialog({
)}
</div>
)}
<TemplateUseDialogDocumentName />
</div>
<DialogFooter className="mt-4">
+1 -1
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@@ -96,7 +96,7 @@ export const SignUpForm = ({
password: '',
signature: '',
},
mode: 'onBlur',
mode: 'onChange',
resolver: zodResolver(ZSignUpFormSchema),
});
+4 -4
View File
@@ -36,8 +36,8 @@
"@lingui/react": "^5.6.0",
"@oslojs/crypto": "^1.0.1",
"@oslojs/encoding": "^1.1.0",
"@react-router/node": "^7.12.0",
"@react-router/serve": "^7.12.0",
"@react-router/node": "^7.18.1",
"@react-router/serve": "^7.18.1",
"@simplewebauthn/browser": "^13.2.2",
"@simplewebauthn/server": "^13.2.2",
"@tanstack/react-query": "5.90.10",
@@ -81,8 +81,8 @@
"@babel/preset-typescript": "^7.28.5",
"@lingui/babel-plugin-lingui-macro": "^5.6.0",
"@lingui/vite-plugin": "^5.6.0",
"@react-router/dev": "^7.12.0",
"@react-router/remix-routes-option-adapter": "^7.12.0",
"@react-router/dev": "^7.18.1",
"@react-router/remix-routes-option-adapter": "^7.18.1",
"@rollup/plugin-babel": "^6.1.0",
"@rollup/plugin-commonjs": "^28.0.9",
"@rollup/plugin-json": "^6.1.0",
+2048 -1264
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